Doc Warden

Every CI build owned by the Azure-SDK team also needs to verify that the documentation within the target repo meets a set of standards. Doc-warden is intended to ease the implementation of these checks in CI builds.

Features:

• Enforces Readme Standards
  • Readmes present
  • Readmes have appropriate content
• Enforces Changelog Standards
  • Changelogs Present
  • Changelogs contain entry and content for the latest package version
• Generates report for included observed packages

This package is tested on Python 3.4 -> 3.8. This package went python3-only starting with 0.7.0.

Prerequisites

This package is intended to be run as part of a pipeline within Azure DevOps. As such, Python must be installed prior to attempting to install or use Doc-Warden. While pip comes pre-installed on most modern Python installs, if pip is an unrecognized command when attempting to install warden, run the following command after your Python installation is complete.

In addition, warden is distributed using setuptools and wheel, so those packages should also be present prior to install.

/:> python -m ensurepip
/:> pip install setuptools wheel

Usage

Right now, warden supports two main purposes. 1. Readme and Changelog enforcement (scan, content, presence), and 2. package indexing (index).

Example usage (for any of the above commands):

<pre-step, clone target repository>
...
/:> pip install setuptools wheel
/:> pip install doc-warden
...
<next task, because PATH doesn't update without another one>
/:> ward scan -d $(Build.SourcesDirectory)

Notes for example above

• Assumption is that the .docsettings file is placed at the root of the repository.

To provide a different path (like azure-sdk-for-java does...), use:

/:> ward scan -d $(Build.SourcesDirectory) -c $(Build.SourcesDirectory)/eng/.docsettings.yml

Parameter Options

command Currently supports 3 commands. Values: ['scan', 'presence', 'content', index] Required.

• scan
  • Run both content and presence enforcement on the targeted directory.
• content
  • Run only content enforcement on the target directory. Ensures that:
    • The content in each readme matches the regex patterns defined in the .docsettings file
    • Each changelog contains entry for the latest version.
• presence
  • Run only presence enforcement on the target directory. Ensures readmes and changelogs exist where they should.
• index
  • Take inventory of the target folder. Attempts to leverage selected docsettings to discover all packages within the directory, and generate a packages.md index file.

--scan-directory The target directory warden should be scanning. Required.

--repo-root The root of the repo. Entries in the config-file should be relative to this directory. Optional.

--scan-language warden checks for packages by convention, so it needs to understand what language it is looking at. This must be populated either in .docsettings file or by parameter. Optional.

--config-location By default, warden looks for the .docsettings file in the root of the repository. However, populating this location will override this behavior and instead pull the file from the location in this parameter. Optional.

--pipeline-stage The stage of the pipeline. can be pr, ci, or release. Optional.

--target Specify what file to run enforcement on readme or changelog. Used when running content or presence verification only. Optional.

--package-output Override the default location that the generated packages.md file is dropped to during execution of the index command.

--verbose-output Enable or disable output of an html report. Defaults to false. Optional.

Notes for Devops Usage

The -d argument should be $(Build.SourcesDirectory). This will point warden at the repo that has been associated with CI.

Methodology

Enforcing Readme Presence

When should we expect a readme and/or changelog to be present?

Always:

• At the root of the repo (Readme only)
• Associated with a package directory (Readme and Changelog)

.Net

A package directory is indicated by:

• a *,csproj file under the sdk directory
  • Note that this is just a proxy. warden attempts to omit test projects by convention.

Python

A package directory is indicated by:

• the presence of a setup.py file

Java

A package directory is indicated by:

• the presence of a pom.xml file
  • The POM <packaging> value within is set to JAR

Node & JS

A package directory is indicated by:

• The presence of a package.json file

Enforcing Readme Content

doc-warden has the ability to check discovered readme files to ensure that a set of configured sections is present. How does it work? doc-warden will ensure that each regex defined in required_readme_sections matches against at least one section header in the readme. If all the patterns match at least one header, the readme will pass content verification.

Other Notes:

• A section header is any markdown or RST that will result in a <h1> to <h2> html tag.
• warden will content verify any readme.rst or readme.md file found outside the omitted_paths in the targeted repo.

Enforcing Changelog Content

doc-warden checks the latest entry in the changelog file to make sure it matches the latest version of the package. It also checks to make sure that the entry is not empty.

Control, the .docsettings.yml File, and You

Special cases often need to be configured. It seems logical that there needs be a central location (per repo) to override conventional settings. To that end, a new .docsettings.yml file will be added to each repo.

<repo-root>
│   README.md
│   .docsettings.yml
│
└───.azure-pipelines
│   │   <build def>
│   
└───<other files and folders>

The presence of this file allows each repository to customize how enforcement takes place within their repo.

Example DocSettings File for Java Repo

omitted_paths:
  - archive/*
  - sdk/eventhub/
language: java
root_check_enabled: True
required_readme_sections:
  - "(Client Library for Azure .*|Microsoft Azure SDK for .*)"
  - Getting Started
    - Install Package
    - Prerequisites
    - Authenticate the Client
known_presence_issues:
  - ['cognitiveservices/data-plane/language/bingspellcheck/README.md', '#2847']
  - ['cognitiveservices/data-plane/language/bingspellcheck/CHANGELOG.md', '#2847']
known_content_issues:
  - ['sdk/template/azure-sdk-template/README.md','#1368']
  - ['sdk/template/azure-sdk-template/CHANGELOG.md','#1368']

The above configuration tells warden...

• The language within the repo is java
• To ensure that a README.md is present at the root of the repository.
• To omit any paths under archive/ from the readme checks.
• To omit paths found directly under sdk/eventhub/.
  • This means that if there is a readme content issue under sdk/eventhub/azure-messaging/, it will still throw an error!

Possible values for language right now are ['net', 'java', 'js', 'python']. Greater than one target language is not currently supported.

required_readme_sections Configuration

This section instructs warden to verify that there is at least one matching section title for each provided section pattern in any discovered readme. Notice that nested specifications are supported. Regex is fully supported.

The two items listed from the example .docsettings file will:

• Match a header matched by a simple regex expression
• Match a header exactly titled "Getting Started" - Under the header "Getting Started" validate that 3 additional headings are present. - doc-warden will search up to the next header of equivalent importantance for the sub-headings. - This means that when searching under header # Getting Started, doc-warden will scan up to the next H1 header.

Note that the regex is surrounded by quotation marks where the regex will break yml parsing of the configuration file.

known_presence_issues and known_content_issues Configuration

doc-warden is designed to crash builds if it detects failures. However, the vast majority of the time, these issues cannot be fixed immediately. In the above configuration, there are two paths highlighted as known issues.

The first, known_presence_issues, tells warden that a presence failure detected at the specified paths should be ignored and should not result in a crashed build. A tuple describing each known issue specifies both what the known issue is, as well as some sort of justification. Having an exception with an issueId attached is a good justification for not failing the build.

We're aware of this issue, and it is tracked in the following github issue.

The known_content_issues parameter functions identically to the known_presence_issues check. If a readme is listed as "already known" to have failures, the entire CI build will not be crashed by Warden.

package_indexing_exclusion_list and package_indexing_traversal_stops Configuration

Indexing packages is often done as part of nightly (or triggered) automation. With this being the case, sometimes warden may detect a PackageId that users wish to omit from the generated packages.md file. The Azure SDK team leverages the package_indexing_exclusion_list array members to enable just this sort of scenario.

package_indexing_traversal_stops is used during parse of .NET language repos only. This is due to how the discovery logic for readme and changelog is implemented for .NET projects. Specifically, readmes for a .csproj are often a couple directories up from their parent .csproj location!

For .net, warden will traverse up one directory at a time, looking for the readme and changelog files in each traversed directory. warden will continue to traverse until...

1. It discovers a folder with a .sln within it
2. It encounters a folder that exactly matches one present in package_indexing_traversal_stops

Note that warden will not even execute an index against a .NET repo unless the traversal stops are set.

SDK for net .docsettings is a great example for both the exclusion list as well as the traversal stops.

Provide Feedback

If you encounter any bugs or have suggestions, please file an issue here and assign to scbedd.