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How to Contribute to Yohou

Thank you for your interest in contributing to Yohou! This document provides guidelines for contributing to the project.

Code of Conduct

We are committed to providing a welcoming and inclusive environment for all contributors. Please be respectful and considerate in all interactions.

Getting Started

Prerequisites

  • Python >=3.11
  • uv (recommended)
  • just (optional, for task automation)
  • Git

Development Setup

  1. Fork the repository on GitHub

  2. Clone your fork:

git clone https://github.com/YOUR_USERNAME/yohou.git
cd yohou
  1. Install dependencies:
uv sync --group dev
  1. Install pre-commit hooks:
uv run pre-commit install

Development Workflow

Making Changes

  1. Create a new branch:
git checkout -b feature/my-feature
  1. Make your changes

  2. Run tests:

just test
uvx nox -s test
uv run pytest
  1. Format and fix code:
just fix
uvx nox -s fix
uv run ruff format src tests
uv run ruff check src tests --fix
uv run ty check src
  1. Commit your changes:
git add .
git commit -m "feat: add my feature"

We follow Conventional Commits for commit messages. The commit message format is enforced by commitizen pre-commit hooks, which will validate your commit messages automatically. See Commit Message Convention below for the full list of types and examples.

Running Tests

Yohou uses pytest with markers to categorize tests.

Test Markers

Marker Description When to Use
(none) Fast unit tests without subprocess calls or heavy I/O Default for most tests
@pytest.mark.slow Tests that take more than a few seconds, perform heavy computations, make network requests, or access external resources Long running computations, network access
@pytest.mark.integration Tests that run subprocesses, test multiple components together, require complex setup/teardown, or exercise end-to-end workflows Cross-component validation
@pytest.mark.example Validates example notebooks execute without errors (used in tests/test_examples.py) Notebook smoke tests

Markers can be combined. A test marked with both @pytest.mark.slow and @pytest.mark.integration is excluded from fast test runs but included in both test-slow and test-full sessions.

Marking Tests

import pytest

@pytest.mark.slow
def test_large_computation():
    # Long-running test
    pass

@pytest.mark.integration
@pytest.mark.slow
def test_end_to_end_workflow():
    # Complex integration test
    pass

Test Organization

  • Class-based structure: Group related tests into classes using the Test<Component><Scenario> naming pattern.
  • Fixture usage: Prefer fixtures from conftest.py over module-level data. See tests/conftest.py for available factories.
  • Property-based testing: Hypothesis is available for property-based testing of edge cases and invariants.

Running Test Suites

Run fast tests during development:

just test-fast
uvx nox -s test_fast
uv run pytest -m "not slow and not integration"

Run all tests:

just test
uvx nox -s test
uv run pytest

Code Quality

Run linters and type checkers:

just lint
uvx nox -s lint
uv run ruff check src tests
uv run ty check src

Format code and fix issues:

just fix
uvx nox -s fix
uv run ruff format src tests
uv run ruff check src tests --fix
uv run ty check src

Run all quality checks by combining the fix and test steps above:

just fix && just test
uvx pre-commit run --all-files --show-diff-on-failure && uv run pytest

Docstring Standards

All public functions, methods, and classes require NumPy-style docstrings. Coverage is enforced at 100% by interrogate.

Check docstring coverage:

uvx interrogate src

Required sections (as applicable):

  • Parameters: all function/method parameters with types and descriptions
  • Returns: return value type and description
  • Raises: exceptions raised
  • See Also: related classes/functions
  • References: academic references for algorithms or methods used
  • Notes: implementation details, mathematical background
  • Examples: usage examples (tested via pytest --doctest-modules)

See Also format:

Use standard numpydoc format with short backtick names. The mkdocs-autorefs plugin automatically links backtick references (e.g., `ClassName`) to the corresponding API pages in rendered documentation. This means plain backtick-wrapped names in docstrings become clickable links in the docs site without any special syntax.

For hyperlinks, always use Markdown syntax: [text](url).

Documentation

Build documentation:

just build
uvx nox -s build_docs
uv run mkdocs build

Serve documentation locally:

just serve
uvx nox -s serve_docs
uv run mkdocs serve

View all available commands:

just --list

Glossary System

Yohou has a two-layer glossary system that automatically annotates domain terms across the documentation site:

  1. Hover tooltips: The pymdownx.snippets extension auto-appends docs/includes/glossary.md (abbreviation definitions in *[term]: definition format) to every page. Combined with the abbr Markdown extension and Material's content.tooltips feature, every occurrence of a glossary term shows a tooltip on hover.
  2. Navigation links: docs/hooks.py wraps the first occurrence of each glossary term on a page with a link to the Glossary definition. The _GLOSSARY_TERMS dictionary maps display text to anchor slugs.

Both layers work automatically. When writing documentation, use glossary terms as plain text. Never write manual links like [forecasting horizon](glossary.md#forecasting-horizon).

To add a new glossary term, update three files:

  1. docs/pages/explanation/glossary.md: Add the definition with an anchor attribute ({ #my-term }).
  2. docs/includes/glossary.md: Add an abbreviation entry (*[my term]: Short definition.).
  3. docs/hooks.py: Add an entry to the _GLOSSARY_TERMS dictionary ("my term": "my-term").

Adding Examples

All examples are interactive marimo notebooks that combine code, markdown, and visualizations.

Creating a Notebook

Create a new marimo notebook in examples/<name>.py:

just example <name>.py
uv run marimo new examples/<name>.py

Required Structure

Notebooks serve tutorials or how-to guides only, never explanation or reference. The structure depends on the category:

Tutorial notebooks (category: tutorial):

  1. Title: # In this notebook, we will [goal]
  2. Prerequisites: One-liner stating required prior knowledge
  3. Numbered sections: ## 1. Section Name, ## 2. Section Name, etc. with visible output every cell
  4. What You Built: Closing section summarizing what was accomplished and linking to next steps

How-to notebooks (category: how-to):

  1. Title: # How to [Verb] [Object]
  2. Prerequisites: One-liner stating required prior knowledge
  3. Numbered sections: ## 1. Section Name, ## 2. Section Name, etc. with action-only prose
  4. No closing summary; the notebook ends after the last step

Example intro cell (tutorial):

# Your First Hyperparameter Search

In this notebook, we will run a hyperparameter search using OptunaSearchCV
and inspect the results.

**Prerequisites:** Python 3.11+ and familiarity with sklearn's fit/predict API.

Example intro cell (how-to):

# How to Stop Optimization Early with Callbacks

This notebook shows how to attach Optuna callbacks to OptunaSearchCV
to stop a search after a fixed number of trials.

**Prerequisites:** Familiarity with the
OptunaSearchCV quickstart
([View](../../../examples/quickstart/) ยท [Open in marimo](https://marimo.app/github.com/stateful-y/yohou/blob/52fb806975efd9be7f932fdc868147d6e543c43f/examples/quickstart.py)).

Marimo Cell Conventions

  • Use hide_code=True on all markdown cells, import cells, and utility/helper cells
  • Use r"""...""" (raw triple-quoted strings) for markdown cell content
  • All notebooks declare dependencies using PEP 723 inline script metadata at the top of the file:

    # /// script
    # requires-python = ">=3.11"
    # dependencies = [
    #     "plotly",
    #     "scikit-learn",
    # ]
    # ///
    
  • Dependencies are sorted alphabetically and only list third-party packages actually imported by the notebook.

  • marimo itself is NOT listed as a dependency (it is the runner, not a dependency of the script).
  • To add a dependency: uv add --script notebook.py <package> or edit the header manually.
  • To run in an isolated sandbox: uv run marimo edit --sandbox notebook.py.
  • Group all imports into a single hidden cell after the metadata header

Content Guidelines

  • Gallery metadata: Every example notebook should include a __gallery__ variable defining title, description, and category ("tutorial" or "how-to") for the example gallery. Add a companion key pointing to the matching doc page path when one exists.
  • Markdown density: Each numbered section should open with a short markdown cell (one to two sentences) before any code cells. Tutorial sections may be slightly longer; how-to sections should be action-only.
  • No emojis: Do not use emojis anywhere in notebooks whether it is in headings, content bullets, or concluding remarks.
  • API cross-links: When mentioning yohou classes or functions in markdown cells, wrap them in backtick-link syntax pointing to the API page.
  • Voice: Tutorials use "we" (first-person plural). How-to guides use imperative or conditional imperatives ("If you need X, pass Y").

Testing and Documentation

Run the example test suite to verify your notebook passes:

just test-examples
uvx nox -s test_examples
uv run pytest tests/test_examples.py -m example

Add a link to your example in docs/pages/examples/index.md:

- [Example Name](../examples/<name>/): Brief description

The mkdocs hooks automatically export notebooks to HTML during docs build. All notebooks in examples/ are automatically discovered and tested by test_examples.py using pytest's parametrization feature, which runs them in parallel for fast validation.

Submitting Changes

  1. Push your changes to your fork:
git push origin feature/my-feature
  1. Open a Pull Request on GitHub

  2. Ensure all CI checks pass

  3. Wait for review and address any feedback

Pull Request Guidelines

  • Write clear, descriptive PR titles following Conventional Commits
  • Include a description of the changes
  • Add tests for new functionality
  • Update documentation as needed
  • Ensure all tests pass
  • Keep PRs focused and atomic

Commit Message Convention

We use Conventional Commits enforced by commitizen.

Commit Types

Type Description Version Bump Example
feat New features Minor feat: add new forecaster
fix Bug fixes Patch fix: resolve scoring edge case
docs Documentation changes None docs: update installation guide
style Code style changes (formatting) None style: format with ruff
refactor Code refactoring None refactor: simplify validation logic
test Adding or updating tests None test: add scorer edge case tests
chore Maintenance tasks None chore: update dependencies
perf Performance improvements None perf: vectorize weight computation
ci CI/CD changes None ci: add Python 3.14 to matrix

Scopes

Scopes are optional and appear in parentheses after the type:

feat(api): add new endpoint for user data
fix(metrics): handle zero-division in precision

Breaking Changes

Breaking changes trigger a major version bump. Signal them with ! after the type or with a BREAKING CHANGE: footer:

feat!: redesign authentication system
feat: redesign authentication system

BREAKING CHANGE: authentication now requires API keys instead of passwords

The pre-commit hook will validate your commit messages and prevent commits that don't follow the convention.

Release Process

Releases are fully automated through GitHub Actions when a new tag is pushed, with a manual approval gate before publishing to PyPI to ensure quality control.

graph LR
    A[Push Tag<br/>v*.*.*] --> B[changelog.yml]
    B --> C[Generate<br/>CHANGELOG.md]
    B --> D[Build Package<br/>validation]
    C --> E[Create PR]
    E --> F[Review & Merge<br/>PR]
    F --> G[publish-release.yml]
    G --> H[Create GitHub<br/>Release]
    H --> I{Manual<br/>Approval}
    I -->|Approve| J[Publish to PyPI]
    style I fill:#f59e0b,stroke:#333,stroke-width:2px,color:#fff
    style J fill:#10b981,stroke:#333,stroke-width:2px,color:#fff

How It Works

  1. Tag a release:

    bash git tag v0.2.0 -m "Release v0.2.0" git push origin v0.2.0

  2. Automated changelog workflow (changelog.yml):

    • Generates changelog from conventional commits using git-cliff
    • Creates a Pull Request with the updated CHANGELOG.md
    • Builds the package distributions (wheels and sdist) for immediate validation
    • Stores distributions as workflow artifacts (reused later to avoid rebuilding)
  3. Review and merge the changelog PR:

    • A maintainer reviews the generated changelog
    • Once approved, merge the PR to main
  4. Automated release workflow (publish-release.yml):

    • Creates a GitHub Release with generated release notes
    • Attaches distribution files to the release
    • Waits for manual approval before proceeding to PyPI
  5. Manual approval for PyPI publishing:

    • Designated reviewers receive a notification
    • Review the GitHub Release to verify everything is correct
    • Approve the deployment to publish to PyPI
    • Package is published using Trusted Publishing (OIDC, no tokens needed)
  6. Release notes generation:

    • All commits since the last tag are analyzed
    • Commits are grouped by type (Added, Fixed, Documentation, etc.)
    • Only commits following conventional format are included
    • Breaking changes are highlighted

Version Numbering

Yohou follows Semantic Versioning:

Component Example Trigger
Major 1.0.0 Breaking changes
Minor 0.1.0 New features (backward compatible)
Patch 0.0.1 Bug fixes (backward compatible)

CI Test Strategy

The CI pipeline uses a two-tier strategy to balance speed with thoroughness:

  1. Fast tests (test-fast job): Runs on minimum and maximum Python versions (3.11, 3.14).

    • Draft PRs: Ubuntu only (quick feedback in ~2 minutes)
    • Ready PRs and main: All OS (Ubuntu, Windows, macOS)
  2. Full test suite (test-full job): Runs all tests (fast + slow + integration) on Ubuntu across all Python versions (3.11 through 3.14) when the PR is not in draft mode or on the main branch. Includes coverage reporting on the minimum supported Python version.

This separation means contributors get rapid feedback during development while still verifying comprehensive correctness before merging. See Running Tests for the marker definitions and commands.

Questions?

If you have any questions, feel free to:

Thank you for contributing!