diff --git a/docs/namespace-plugin-migration.md b/docs/namespace-plugin-migration.md new file mode 100644 index 00000000..f9ac27bc --- /dev/null +++ b/docs/namespace-plugin-migration.md @@ -0,0 +1,197 @@ +--- +Title: Migrating Plugins to New Organization +Date: 2021-02-15 +Modified: 2022-06-22 +Slug: namespace-plugin-migration +--- + +So you want to help migrate a plugin? Great! + +If the plugin you want to migrate is located in the [legacy monolithic Pelican Plugins repository](https://github.com/getpelican/pelican-plugins): + +Create an issue at the [legacy monolithic Pelican Plugins repository](https://github.com/getpelican/pelican-plugins) and ask a maintainer to create a corresponding new repository under the new [Pelican Plugins organization](https://github.com/pelican-plugins) and invite you to join it. + +If, on the other hand, you are migrating a plugin from a personal repository: + +Create an issue at the [legacy monolithic Pelican Plugins repository](https://github.com/getpelican/pelican-plugins), include a link to the personal repository, and ask a maintainer for assistance with the next steps. + +Initial Setup (By Maintainer) +============================= + +Create new repository via: + +* repository name should not contain the word “pelican” +* add description (example: “Pelican plugin that adds a table of contents to articles”) +* set to **Public** +* do not check the box marked: “Initialize this repository with a README” +* do not add a `README`, `.gitignore`, or license file + +Once the repository has been created: + +* Settings > Environments > New environment > Name: **Deployment** > *Press "Configure Environment" button* > Add Secret (add `GH_TOKEN` & `PYPI_PASSWORD`) +* Invite collaborators: Settings > Manage Access > Invite teams or people (button) + +The following is performed on the maintainer’s workstation. Replace `related-posts` below with the name of the to-be-migrated plugin. + +Clone the legacy monolithic repository: + + cd ~/projects/pelican-plugins/ + git clone https://github.com/getpelican/pelican-plugins related-posts-legacy + cd related-posts-legacy + +Filter existing commits related to the plugin via `git-filter-repo` (which on macOS can be installed via `brew install git-filter-repo`, or if you have Pipx installed, via `pipx install git-filter-repo`): + + git filter-repo --path related_posts/ --path-rename related_posts/: + git log --reverse # copy full day+date+timestamp of first commit + +Create a new (empty) repository with an initial empty commit, using the above date: + + mkdir ../related-posts && cd ../related-posts + git init --initial-branch=main + git commit --allow-empty -m "Initial commit" --date="Wed Apr 10 19:12:31 2013 -0400" + +Add the new repository as the `origin` remote and push the initial commit: + + git remote add origin git@github.com:pelican-plugins/related-posts.git + git push origin main + +Add legacy plugin clone as a remote and pull contents into new branch: + + git remote add legacy ../related-posts-legacy + git fetch legacy master + git checkout -b migrate --track legacy/master + +Rebase legacy plugin commits on top of new initial commit and push: + + git rebase --committer-date-is-author-date main + git push origin migrate + +Updating the Plugin +=================== + +Once a maintainer has created the new (empty) repository and pushed existing commits into a new `migrate` branch, clone the new repository to your workstation and switch to that branch: + + git clone git@github.com:pelican-plugins/related-posts.git ~/projects/pelican-plugins/related-posts + cd ~/projects/pelican-plugins/related-posts + git switch migrate + +Create the new directory structure and move the plugin code contents to it: + + mkdir -p pelican/plugins/related_posts + git mv *.py pelican/plugins/related_posts/ + git commit --no-verify -m "Convert to namespace plugin filesystem layout" + +Review the `Pelican Plugin CookieCutter Template docs `_ and use the template to generate a fresh project. Here we’ll use the Pipx-based method to ephemerally invoke CookieCutter: + + cd ~ + pipx run cookiecutter https://github.com/getpelican/cookiecutter-pelican-plugin + +Guidance follows for answering the Cookiecutter questions you will be asked. Except for `plugin_name`, `description`, `authors`, `keywords`, `license`, and `dev_status`, you should be able to just hit the `Return` key to accept the provided default value. + +* `plugin_name`: For multiple-word names, put a space in between words and use title case. Should not contain the word “pelican”. Ex: `Related Posts` +* `repo_name`: For multiple-word names, use a hyphen — not an underscore. Ex: `related-posts` +* `package_name`: Hyphens should be converted to underscores here. Ex: `related_posts` +* `distribution_name`: Prefixed with `pelican-`. Ex: `pelican-related-posts` +* `version`: Leave as `0.0.0` default value, which will be incremented automatically via AutoPub upon initial distribution release. +* `description`: Copy & paste description from repository’s **About** section +* `authors`: Review source code and commit history to determine primary author, if any. Ask a maintainer if not clear. Ex: `"Jane Smith ", "Jack Jones "` +* `keywords`: Add relevant keywords, including `"pelican"` and `"plugin"`. Ex: `"pelican", "plugin", "table", "contents"` +* `readme`: Name of the README file. Ex: `README.md` +* `contributing`: Name of the README file. Ex: `CONTRIBUTING.md` +* `license`: Choose the same license as the original plugin. +* `repo_url`: URL to the repository. Ex: `https://github.com/pelican-plugins/related-posts` +* `dev_status`: Development status. Best to choose `5 - Production/Stable` unless there’s a good reason not to. Ex: `5` +* `python_version`: Minimum Python version. Best to choose 3.7+. Ex: `^3.7` +* `pelican_version`: Minimum Pelican version. Best to choose 4.5+. Ex: `^4.5` + +Copy over the new files generated by the plugin template, none of which presumably exist in the existing repository: + + cd ~/projects/pelican-plugins/ + mv ~/related-posts ~/projects/pelican-plugins/related-posts-new + cp -R related-posts-new/{.editorconfig,.gitignore,.github,.pre-commit-config.yaml,CONTRIBUTING.md,pyproject.toml,tasks.py,tox.ini} related-posts/ + +Add any plugin dependencies to the `pyproject.toml` file via `poetry add […]` and adjust them in `pyproject.toml` to ensure they are in alphabetical order. + +Compare the old and new README files, merging them such that the relevant parts of the template-generated README are present — particularly the build/PyPI status badges and the **Installation** and **Contributing** sections. + +Are there any tests? If not, now might be a good time to copy over the generated test file and then add some: + + cp related-posts-new/pelican/plugins/related_posts/test_related_posts.py related-posts/pelican/plugins/related_posts/test_related_posts.py + +Create a virtual environment and set up the project: + + cd ~/projects/pelican-plugins/related-posts + python -m venv ~/virtualenvs/related-posts + source ~/virtualenvs/related-posts/bin/activate + python -m pip install -U pip invoke + invoke setup + +Confirm that the plugin is detected and registered: + + pelican-plugins + +Run the test suite and ensure there are no failures or errors: + + pytest + +Test that the plugin actually works by building it and installing the packaged distribution: + + poetry build + pip install dist/pelican-related-posts-0.0.0.tar.gz + +Fix functional issues, if any, and then commit Python code fixes with appropriate commit message(s): + + git add [...] + git commit --no-verify + +Ensure code has been modernized for Python 3.7+, review the changed files, modify as necessary, and commit: + + pipx run pyupgrade --py37-plus pelican/plugins/related_posts/*.py + git add [...] + git commit --no-verify -m "Modernize code for Python 3.7+" + +Make sure the GitHub Actions CI/CD workflow refers to the repository’s actual primary branch name (e.g., `main`): + + grep github\.ref .github/workflows/main.yml + +Add and commit the new files related to code style: + + git add .editorconfig .pre-commit-config.yaml tasks.py tox.ini .github + git commit --no-verify -m "Add code style and CI/CD configuration" + +Apply Black and `isort` formatting, ensure linting passes, and commit any code style changes: + + inv black + inv isort + inv lint + git add [...] + git commit -m "Apply code style conventions to project" + +Add and commit `pyproject.toml` and `.gitignore`: + + git add pyproject.toml .gitignore + git commit -m "Add pyproject file to project" + +Add and commit README changes and the CONTRIBUTING file: + + git add README.md CONTRIBUTING.md + git commit -m "Update README and add CONTRIBUTING" + +Assuming all new and changed files have been committed, push the branch and submit a pull request: + + git push origin migrate + +Clean Up +-------- + +Remove legacy clone and generated template files: + + cd ~/projects/pelican-plugins/ + rm -rf related-posts-legacy related-posts-new + +Remove section from `.git/config` that is no longer needed: + + cd related-posts + git remote remove legacy + +Add a note at the top of the legacy plugin README in the deprecated monolithic repository indicating that the plugin has migrated. 🎉