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Python package to analyze compliance with fair-software.eu recommendations

Project description

Python package to analyze a GitHub or GitLab repository’s compliance with the fair-software.eu recommendations.

https://zenodo.org/badge/DOI/10.5281/zenodo.4017908.svg https://img.shields.io/pypi/v/howfairis.svg?colorB=blue https://github.com/fair-software/howfairis/workflows/Build/badge.svg https://img.shields.io/badge/fair--software.eu-%E2%97%8F%20%20%E2%97%8F%20%20%E2%97%8F%20%20%E2%97%8F%20%20%E2%97%8B-yellow

Install

pip3 install --user howfairis

Verify that the install directory is on the PATH environment variable. If so, you should be able to call the executable, like so:

howfairis https://github.com/owner/repo      # Linux | Mac
howfairis.exe https://github.com/owner/repo  # Windows

Expected output

Depending on which repository you are doing the analysis for, the output looks something like this:

Checking compliance with fair-software.eu...
Running for https://github.com/fair-software/badge-test
(1/5) repository
       has_open_repository
(2/5) license
       has_license
(3/5) registry
      × has_bintray_badge
      × has_conda_badge
      × has_cran_badge
      × has_crates_badge
      × has_maven_badge
      × has_npm_badge
      × has_pypi_badge
      × has_rsd_badge
      × is_on_github_marketplace
(4/5) citation
      × has_citation_file
      × has_citationcff_file
      × has_codemeta_file
       has_zenodo_badge
      × has_zenodo_metadata_file
(5/5) checklist
       has_core_infrastructures_badge
      × has_sonarcloud_badge

If your README already has the fair-software badge, you’ll see some output like this:

Calculated compliance:     

Expected badge is equal to the actual badge. It's all good.

If your README doesn’t have the fair-software badge yet, or its compliance is different from what’s been calculated, you’ll see output like this:

Calculated compliance:     

While searching through your README.md, I did not find the expected badge:
[![fair-software.eu](https://img.shields.io/badge/fair--software.eu-%E2%97%8F%20%20%E2%97%8F%20%20%E2%97%8B%20%20%E2%97%8B%20%20%E2%97%8B-orange)](https://fair-software.eu)

When you get this message, just copy-and-paste the suggested badge into your README.

Some examples of badges

The color of the badge depends on the level of compliance; the pattern of filled and empty circles will vary depending on which recommendations the repository complies with.

Each circle represents one of the recommendations, meaning the first symbol represents the first recommendation, Use a publicly accessible repository with version control, the second symbol represents the second recommendation, and so on. You can find more information about the recommendations on fair-software.eu.

https://img.shields.io/badge/fair--software.eu-%E2%97%8B%20%20%E2%97%8B%20%20%E2%97%8F%20%20%E2%97%8B%20%20%E2%97%8B-red

The state of the third circle indicates the software has been registered in a community registry. Since the repository only complies with one of the recommendations, this badge gets a red color.

https://img.shields.io/badge/fair--software.eu-%E2%97%8F%20%20%E2%97%8B%20%20%E2%97%8F%20%20%E2%97%8F%20%20%E2%97%8B-orange

The repository with this badge complies with 3 out of 5 recommendations, hence its color is orange. From the open/closed state of the circles, it is a publicly accessible repository with version control. It has been registered in a community registry, and it contains citation information. There is no license in this repository, and the project does not use a checklist.

https://img.shields.io/badge/fair--software.eu-%E2%97%8F%20%20%E2%97%8F%20%20%E2%97%8F%20%20%E2%97%8F%20%20%E2%97%8B-yellow

Almost complete compliance yields a yellow badge. The corresponding repository meets all the recommendations except the one that calls for adding a checklist.

https://img.shields.io/badge/fair--software.eu-%E2%97%8F%20%20%E2%97%8F%20%20%E2%97%8F%20%20%E2%97%8F%20%20%E2%97%8F-green

Perfect compliance!

More options

There are some command line options to the executable. You can see them using:

howfairis --help

Which then shows something like:

Usage: howfairis [OPTIONS] [URL]

  Determine compliance with recommendations from fair-software.eu for the
  GitHub or GitLab repository at URL.

Options:
  -b, --branch TEXT       Which git branch to use.
  -c, --config-file PATH  Config file. Default: .howfairis.yml
  -i, --include-comments  When looking for badges, include sections of the
                          README that have been commented out using <!-- and
                          -->. Default: False

  -p, --path TEXT         Relative path. Use this if you want howfairis to
                          look for a README in a subdirectory.

  -s, --show-trace        Show full traceback on errors. Default: False
  -v, --version           Show version.
  -h, --help              Show this message and exit.

Configuration file

The state of each check can be forced using a configuration file. This file needs to be present at URL, taking into account the values passed with --path and with --config-file.

The configuration file should follow the voluptuous schema laid out in schema.py:

{
    Optional("force"): {
        Optional("repository"): bool,
        Optional("license"): bool,
        Optional("registry"): bool,
        Optional("citation"): bool,
        Optional("checklist"): bool,
    }
}

For example, the following is a valid configuration file document:

force:
  registry: true  # It is good practice to add an explanation
                  # of why you chose to set the state manually

The manual override will be reflected in the output, as follows:

(1/5) repository
       has_open_repository
(2/5) license
       has_license
(3/5) registry: force True
(4/5) citation
      × has_citation_file
      × has_citationcff_file
      × has_codemeta_file
      × has_zenodo_badge
      × has_zenodo_metadata_file
(5/5) checklist
      × has_core_infrastructures_badge
      × has_sonarcloud_badge

Development install

# Create a virtualenv, e.g. with
python3 -m virtualenv -p python3 venv3

# activate virtualenv
source venv3/bin/activate

# (from the project root directory)
# install howfairis as an editable package
pip install --editable .
pip install --editable .[dev]

Afterwards check that the install directory was added to the PATH environment variable. You should then be able to call the executable, like so:

howfairis https://github.com/owner/repo      # Linux | Mac
howfairis.exe https://github.com/owner/repo  # Windows

For maintainers

Bumping the version across all files is done with bump2version, e.g.

bump2version minor

Making a release

Make sure the version is correct.

# In a new terminal, without venv
cd $(mktemp -d --tmpdir howfairis.XXXXXX)
git clone https://github.com/fair-software/howfairis.git .
python3 -m virtualenv -p python3 venv3
source venv3/bin/activate
pip install --no-cache-dir --editable .
pip install --no-cache-dir --editable .[publishing]
rm -rf howfairis.egg-info
rm -rf dist
python setup.py sdist

# upload to test pypi instance
twine upload --repository-url https://test.pypi.org/legacy/ dist/*

# In a new terminal, without venv

# check you don't have an existing howfairis
python3 -m pip uninstall howfairis

# install in user space from test pypi instance:
python3 -m pip -v install --user --no-cache-dir \
--index-url https://test.pypi.org/simple/ \
--extra-index-url https://pypi.org/simple howfairis

# check that the package works as it should when installed from pypitest

# Back to the first terminal,
# FINAL STEP: upload to PyPI
twine upload dist/*

Don’t forget to also make a release on GitHub.

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