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13 changes: 13 additions & 0 deletions _sources/collaboration.md.txt
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(collaboration)=

# Collaborative version control and code review

```{toctree}
:maxdepth: 1

collaboration/concepts.md
collaboration/same-repository.md
collaboration/code-review.md
collaboration/forking-workflow.md
collaboration/demo-discussion.md
```
144 changes: 144 additions & 0 deletions _sources/collaboration/code-review.md.txt
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(code-review)=

# Practicing code review

In this episode we will practice the code review process. We will learn how to
ask for changes in a pull request, how to suggest a change in a pull request,
and how to modify a pull request.

This will enable research groups to work more collaboratively and to not only
improve the code quality but also to learn from each other.


## Exercise

:::{prereq} Exercise preparation
We can continue in the same exercise repository which we have used in the
previous episode.
:::

:::{exercise} Exercise: Practicing code review (25 min)

**Technical requirements**:
- If you create the commits locally: [Being able to authenticate to GitHub](https://coderefinery.github.io/installation/ssh/)

**What is familiar** from previous lessons:
- Creating a branch.
- Committing a change on the new branch.
- Opening and merging pull requests.

**What will be new** in this exercise:
- As a reviewer, we will learn how to ask for changes in a pull request.
- As a reviewer, we will learn how to suggest a change in a pull request.
- As a submitter, we will learn how to modify a pull request without closing
the incomplete one and opening a new one.

**Exercise tasks**:
1. Create a new branch and one or few commits: in these improve something but also
deliberately introduce a typo and also a larger mistake which we will want to fix during the code review.
1. Open a pull request towards the main branch.
1. As a reviewer to somebody else's pull request, ask for an improvement and
also directly suggest a change for the small typo. (Hint:
suggestions are possible through the GitHub web interface, view of
a pull request, "Files changed" view, after selecting some lines.
Look for the "±" button.)
1. As the submitter, learn how to accept the suggested change. (Hint:
GitHub web interface, "Files Changed" view.)
1. As the submitter, improve the pull request without having to close and open
a new one: by adding a new commit to the same branch. (Hint: push
to the branch again.)
1. Once the changes are addressed, merge the pull request.
:::


## Help and discussion

From here on out, we don't give detailed steps to the solution. You
need to combine what you know, and the extra info below, in order to
solve the above.

### How to ask for changes in a pull request

Technically, there are at least two common ways to ask for changes in a pull
request.

Either in the comment field of the pull request:
:::{figure} img/code-review/comment.png
:width: 60%
:class: with-border
:alt: Screenshot of a pull request comment field
::::

Or by using the "Review changes":
:::{figure} img/code-review/files-changed.png
:width: 100%
:class: with-border
:alt: Screenshot of a pull request navigating to the "Review changes" tab
::::

And always please be kind and constructive in your comments. Remember that the
goal is not gate-keeping but **collaborative learning**.


### How to suggest a change in a pull request as a reviewer

If you see a very small problem that is easy to fix, you can suggest a change
as a reviewer.

Instead of asking the submitter to tiny problem, you can suggest a change by
clicking on the plus sign next to the line number in the "Files changed" tab:
:::{figure} img/code-review/leave-comment.png
:width: 100%
:class: with-border
:alt: Screenshot of leaving a comment to a line in a pull request
::::

Here you can comment on specific lines or even line ranges.

But now the interesting part is to click on the "Add a suggestion" symbol (the
one that looks like plus and minus). Now you can fix the tiny problem (in this
case a typo) and then click on the "Add single comment" button:
:::{figure} img/code-review/add-suggestion.png
:width: 60%
:class: with-border
:alt: Sequence of clicks to add a suggestion to a line in a pull request
::::

The result is this and the submitter can accept the change with a single click:
:::{figure} img/code-review/commit-suggestion.png
:width: 60%
:class: with-border
:alt: Screenshot of a pull request with a suggested change
::::

After accepting with "Commit suggestion", the improvement gets added to the
pull request.


### How to modify a pull request to address the review comments

If the reviewer asks for changes, it is not necessary to close the pull request
and later open a new one. It can even be counter-productive to do so: This can
fragment the discussion and the history of the pull request and can make it
harder to understand the context of the changes.

A much better mechanism to recognize that pull requests are not implemented
from a specific commit to a specific branch, but **always from a branch to a
branch**.

This means that you can make amendments to the pull request by adding new
commits to the same source branch. This way the pull request will be updated
automatically and the reviewer can see the new changes and comment on them.

The fact that pull requests are from branch to branch also strongly suggests
that it is a good practice to create a new branch for each pull request.
Otherwise you could accidentally modify an open pull request by adding new
commits to the source branch.


## Summary

- Our process isn't just about code now. It's about discussion and
working together to make the whole process better.
- GitHub discussions and reviewing are quite powerful and can make
small changes easy.
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(concepts)=

# Concepts around collaboration

```{objectives}
- Be able to decide whether to divide work at the branch level or at the repository level.
```


## Commits, branches, repositories, forks, clones

- **repository**: The project, contains all data and history (commits, branches, tags).
- **commit**: Snapshot of the project, gets a unique identifier (e.g. `c7f0e8bfc718be04525847fc7ac237f470add76e`).
- **branch**: Independent development line. The main development line is often called `main`.
- **tag**: A pointer to one commit, to be able to refer to it later. Like a [commemorative plaque](https://en.wikipedia.org/wiki/Commemorative_plaque)
that you attach to a particular commit (e.g. `phd-printed` or `paper-submitted`).
- **cloning**: Copying the whole repository to your laptop - the first time. It is not necessary to download each file one by one.
- **forking**: Taking a copy of a repository (which is typically not yours) - your
copy (fork) stays on GitHub/GitLab and you can make changes to your copy.


## Cloning a repository

In order to make a complete copy a whole repository, the `git clone` command
can be used. When cloning, all the files, of all or selected branches, of a
repository are copied in one operation. Cloning of a repository is of relevance
in a few different situations:
* Working on your own, cloning is the operation that you can use to create
multiple instances of a repository on, for instance, a personal computer, a
server, and a supercomputer.
* The parent repository could be a repository that you or your colleague own. A
common use case for cloning is when working together within a smaller team
where everyone has read and write access to the same git repository.
* Alternatively, cloning can be made from a public repository of a code that
you would like to use. Perhaps you have no intention to work on the code, but
would like to stay in tune with the latest developments, also in-between
releases of new versions of the code.


```{figure} img/overview/forkandclone.png
:alt: Forking and cloning
:width: 100%
:class: with-border

Forking and cloning
```


## Forking a repository

When a fork is made on GitHub/GitLab a complete copy, of all or selected
branches, of the repository is made. The copy will reside under a different
account on GitHub/GitLab. Forking of a repository is of high relevance when
working with a git repository to which you do not have write access.
* In the fork repository commits can be made to the base branch (`main` or
`master`), and to other branches.
* The commits that are made within the branches of the fork repository can be
contributed back to the parent repository by means of pull or merge requests.


## Synchronizing changes between repositories

- We need a mechanism to communicate changes between the repositories.
- We will **pull** or **fetch** updates **from** remote repositories (we will soon discuss the difference between pull and fetch).
- We will **push** updates **to** remote repositories.
- We will learn how to suggest changes within repositories on GitHub and across repositories (**pull request**).
- Repositories that are forked or cloned do not automatically synchronize themselves:
We will learn how to update forks (by pulling from the "central" repository).
- A main difference between cloning a repository and forking a repository is that the former is a general operation for generating copies of a repository to different computers, whereas forking is a particular operation implemented on GitHub/GitLab.
5 changes: 5 additions & 0 deletions _sources/collaboration/demo-discussion.md.txt
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(collaboration-demo-discussion)=

# Conclict resolution, rebasing, and organizational strategies

(40 min demo and discussion)
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