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Use sphinx.ext.linkcode for more precise source code links #11851

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melechlapson
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@melechlapson melechlapson commented Feb 21, 2024

Summary

This addresses Qiskit/documentation#517 by switching out the sphinx.ext.viewcode for the sphinx.ext.linkcode extension which allows our GitHub links in the documentation to be linked to the specific lines of code, not just the file. This was tested successfully in Qiskit/qiskit_sphinx_theme#589 so now we want to implement it in the qiskit, runtime, and provider repos.

Example links generated in this PR build:

The API generation script at qiskit/documentation already knows how to handle sphinx.ext.linkcode.

Determining the GitHub branch

We need to detect when to use main vs stable branches like stable/1.0, particularly for stable docs builds with GitHub Actions that get used by qiskit/documentation to deploy the docs. PR and local builds are less critical because the docs don't get published and are only for previews by code authors.

We do this with GitHub Actions environment variables. The docs workflow sets the env variable QISKIT_DOCS_GITHUB_BRANCH_NAME read by Sphinx in conf.py. You can see the workflow correctly passing the value to Sphinx in this example run.

Examples of the workflow logic:

❯ GITHUB_REF_NAME="1.0.1rc1" bash test.sh  # tag
Using branch 'stable/1.0' for GitHub source code links
❯ GITHUB_REF_NAME="stable/0.2" bash test.sh     # branch build   
Using branch 'stable/0.2' for GitHub source code links
❯ GITHUB_BASE_REF=main bash test.sh  # PR
Using branch 'main' for GitHub source code links

PR builds use main

PR builds and the merge queue use Azure Pipelines. To keep this infrastructure simpler, we simply default to main in PR builds, rather than adding Azure support.

This means the URL will go to the wrong branch in docs previews for PRs against stable branches, although the stable branch build will work correctly. I don't expect this to matter much because PR builds are solely for docs previews; I'm skeptical code authors will be opening up the [source] link to double check the line numbers are exactly correct, since that line number calculation is 100% automated.

@qiskit-bot qiskit-bot added the Community PR PRs from contributors that are not 'members' of the Qiskit repo label Feb 21, 2024
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@Eric-Arellano Eric-Arellano changed the title WIP - Switching Qiskit documentation from using sphinx.ext.viewcode to sphinx.ext.linkcode extension WIP - Switch Qiskit documentation from using sphinx.ext.viewcode to sphinx.ext.linkcode extension Feb 21, 2024
@Eric-Arellano Eric-Arellano added documentation Something is not clear or an error documentation stable backport potential The bug might be minimal and/or import enough to be port to stable Changelog: None Do not include in changelog labels Feb 21, 2024
@Eric-Arellano Eric-Arellano changed the title WIP - Switch Qiskit documentation from using sphinx.ext.viewcode to sphinx.ext.linkcode extension WIP - Use sphinx.ext.linkcode for more precise source code links Feb 21, 2024
@melechlapson melechlapson force-pushed the mlapson/switch-to-sphinx-ext-linkcode branch from d58d8ba to b985ba6 Compare February 21, 2024 21:10
@melechlapson melechlapson changed the title WIP - Use sphinx.ext.linkcode for more precise source code links Use sphinx.ext.linkcode for more precise source code links Feb 21, 2024
@melechlapson melechlapson marked this pull request as ready for review February 21, 2024 21:13
@melechlapson melechlapson requested a review from a team as a code owner February 21, 2024 21:13
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melechlapson and others added 2 commits February 21, 2024 15:16
Co-authored-by: Eric Arellano <[email protected]>
Co-authored-by: Eric Arellano <[email protected]>
@Eric-Arellano Eric-Arellano changed the title Use sphinx.ext.linkcode for more precise source code links [wip] Use sphinx.ext.linkcode for more precise source code links Feb 21, 2024
@Eric-Arellano Eric-Arellano marked this pull request as draft February 21, 2024 21:57
We got this stacktrace:

Traceback (most recent call last):
  File "/home/vsts/work/1/s/.tox/docs/lib/python3.8/site-packages/sphinx/events.py", line 96, in emit
    results.append(listener.handler(self.app, *args))
  File "/home/vsts/work/1/s/.tox/docs/lib/python3.8/site-packages/sphinx/ext/linkcode.py", line 55, in doctree_read
    uri = resolve_target(domain, info)
  File "/home/vsts/work/1/s/docs/conf.py", line 216, in linkcode_resolve
    file_name = PurePath(full_file_name).relative_to(repo_root)
  File "/opt/hostedtoolcache/Python/3.8.18/x64/lib/python3.8/pathlib.py", line 908, in relative_to
    raise ValueError("{!r} does not start with {!r}"
ValueError: '/opt/hostedtoolcache/Python/3.8.18/x64/lib/python3.8/contextlib.py' does not start with '/home/vsts/work/1/s'

We shouldn't even attempt to generate a link for the file contextlib.py
@Eric-Arellano Eric-Arellano changed the title [wip] Use sphinx.ext.linkcode for more precise source code links Use sphinx.ext.linkcode for more precise source code links Mar 7, 2024
docs/conf.py Outdated
Comment on lines 184 to 188
is_valid_code_object = (
inspect.isclass(obj) or inspect.ismethod(obj) or inspect.isfunction(obj)
)
if not is_valid_code_object:
return None
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How does this work for attributes? Does it not matter because sphinx doesn't generate source links for documented attributes of a class.

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Yeah, attributes are skipped.

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Thanks for this, and sorry about the delay. I just left a couple of minor nits/questions in line, but otherwise I'm happy to move to merge.

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Comment on lines 189 to 195
try:
full_file_name = inspect.getsourcefile(obj)
except TypeError:
return None
if full_file_name is None:
return None
file_name = full_file_name.split("/qiskit/")[-1]
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It's quite unlikely to matter, but you might prefer to do this full_file_name.split thing using the proper os.path or pathlib tooling. Something like:

from pathlib import Path

REPO_ROOT = Path(__file__).resolve().parents[1]

def linkcode_resolve(domain, info):
    # ...

    file_name = str(Path(full_file_name).resolve().relative_to(REPO_ROOT / "qiskit"))

The current form would break if we were ever to add a subdirectory of the qiskit package that itself was called qiskit - unlikely, but not impossible.

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Oh, actually not even unlikely - I just remembered that I literally proposed doing that in #10737 (though in that case, there wouldn't be any Python-documentable objects in it).

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Thanks for the suggestion!

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Ah, I now remember why we were using [-1]. This current code results in the relative file path .tox/docs/lib/python3.8/site-packages/qiskit/circuit/classicalfunction/exceptions.py.

I'm unclear why that is: I couldn't reproduce in qiskit_sphinx_theme with setting in tox.ini isolated_build = true and usedevelop = false to mirror Qiskit. (I've been having issues running tox locally in Qiskit due to autodoc). In qiskit_sphinx_theme locally and GitHub Actions, the path is the normal file path you'd expect without the .tox prefix. So I think we want this code to support both styles.

We could use a regex replace to remove the .tox prefix if it's there.

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In that case, perhaps you want to use import qiskit; qiskit.__file__ as the file-path root, so it'll automatically find the base of where the files are installed?

I don't mind a huge amount, though.

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melechlapson and others added 4 commits April 4, 2024 09:32
1. Remove misleading PR conditional. This worfklow doesn't even run in PRs. It was bad copy-pasta from the runtime repo
2. Clarify why we point tag builds to their stable branch name
jakelishman
jakelishman previously approved these changes Apr 5, 2024
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Thanks for the changes, this seems fine to me.

@jakelishman jakelishman added this pull request to the merge queue Apr 5, 2024
@Eric-Arellano Eric-Arellano removed this pull request from the merge queue due to a manual request Apr 5, 2024
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Eric-Arellano commented Apr 5, 2024

This is now generating correct links in the PR preview, e.g. https://github.com/Qiskit/qiskit/blob/main/qiskit/circuit/gate.py#L169-L226. Should be ready to merge

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imo #11851 (comment) is less fragile than the regex path-match here, but also, as long as it's working for you right now, I can't see the regex replace actually breaking the docs build, so I'm ok just to merge things

@jakelishman jakelishman added this pull request to the merge queue Apr 5, 2024
Merged via the queue into Qiskit:main with commit 97788f0 Apr 5, 2024
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mergify bot pushed a commit that referenced this pull request Apr 5, 2024
* switched from sphinx.ext.viewcode to sphinx.ext.linkcode

* removed extra line

* Add section header for source code links

Co-authored-by: Eric Arellano <[email protected]>

* removed docstring

Co-authored-by: Eric Arellano <[email protected]>

* update return string

Co-authored-by: Eric Arellano <[email protected]>

* added back blank line

* Added a method to determine the GitHub branch

Co-authored-by: Eric Arellano <[email protected]>

* add blank line

Co-authored-by: Eric Arellano <[email protected]>

* remove print statement

Co-authored-by: Eric Arellano <[email protected]>

* Try to fix error for contextlib file

We got this stacktrace:

Traceback (most recent call last):
  File "/home/vsts/work/1/s/.tox/docs/lib/python3.8/site-packages/sphinx/events.py", line 96, in emit
    results.append(listener.handler(self.app, *args))
  File "/home/vsts/work/1/s/.tox/docs/lib/python3.8/site-packages/sphinx/ext/linkcode.py", line 55, in doctree_read
    uri = resolve_target(domain, info)
  File "/home/vsts/work/1/s/docs/conf.py", line 216, in linkcode_resolve
    file_name = PurePath(full_file_name).relative_to(repo_root)
  File "/opt/hostedtoolcache/Python/3.8.18/x64/lib/python3.8/pathlib.py", line 908, in relative_to
    raise ValueError("{!r} does not start with {!r}"
ValueError: '/opt/hostedtoolcache/Python/3.8.18/x64/lib/python3.8/contextlib.py' does not start with '/home/vsts/work/1/s'

We shouldn't even attempt to generate a link for the file contextlib.py

* Try to fix error for Jenkins run #20240221.52

New build failed with this stacktrace:
Traceback (most recent call last):
  File "/home/vsts/work/1/s/.tox/docs/lib/python3.8/site-packages/sphinx/events.py", line 96, in emit
    results.append(listener.handler(self.app, *args))
  File "/home/vsts/work/1/s/.tox/docs/lib/python3.8/site-packages/sphinx/ext/linkcode.py", line 55, in doctree_read
    uri = resolve_target(domain, info)
  File "/home/vsts/work/1/s/docs/conf.py", line 215, in linkcode_resolve
    full_file_name = inspect.getsourcefile(obj)
  File "/opt/hostedtoolcache/Python/3.8.18/x64/lib/python3.8/inspect.py", line 696, in getsourcefile
    filename = getfile(object)
  File "/opt/hostedtoolcache/Python/3.8.18/x64/lib/python3.8/inspect.py", line 665, in getfile
    raise TypeError('{!r} is a built-in class'.format(object))
TypeError: <class 'builtins.CustomClassical'> is a built-in class

So I added a condition that the obj should not be a built-in

* Check that qiskit in module name sooner

* moved valid code object verification earlier

* added try except statement to getattr call

* added extra try/except block

* Also support Azure Pipelines

* removed unused import

* Revert Azure support to keep things simple

* added extra "/" to final URL

* Move GitHub branch logic to GitHub Action

* switched to importlib and removed redundant block of code

* Apply suggestions from code review

Co-authored-by: Eric Arellano <[email protected]>

* added back spaces

* Clarify docs_deploy GitHub logic

1. Remove misleading PR conditional. This worfklow doesn't even run in PRs. It was bad copy-pasta from the runtime repo
2. Clarify why we point tag builds to their stable branch name

* Use pathlib for relativizing file name

* Fix relative_to() path

* Remove tox prefix

---------

Co-authored-by: Eric Arellano <[email protected]>
(cherry picked from commit 97788f0)
github-merge-queue bot pushed a commit that referenced this pull request Apr 5, 2024
…#12146)

* switched from sphinx.ext.viewcode to sphinx.ext.linkcode

* removed extra line

* Add section header for source code links

Co-authored-by: Eric Arellano <[email protected]>

* removed docstring

Co-authored-by: Eric Arellano <[email protected]>

* update return string

Co-authored-by: Eric Arellano <[email protected]>

* added back blank line

* Added a method to determine the GitHub branch

Co-authored-by: Eric Arellano <[email protected]>

* add blank line

Co-authored-by: Eric Arellano <[email protected]>

* remove print statement

Co-authored-by: Eric Arellano <[email protected]>

* Try to fix error for contextlib file

We got this stacktrace:

Traceback (most recent call last):
  File "/home/vsts/work/1/s/.tox/docs/lib/python3.8/site-packages/sphinx/events.py", line 96, in emit
    results.append(listener.handler(self.app, *args))
  File "/home/vsts/work/1/s/.tox/docs/lib/python3.8/site-packages/sphinx/ext/linkcode.py", line 55, in doctree_read
    uri = resolve_target(domain, info)
  File "/home/vsts/work/1/s/docs/conf.py", line 216, in linkcode_resolve
    file_name = PurePath(full_file_name).relative_to(repo_root)
  File "/opt/hostedtoolcache/Python/3.8.18/x64/lib/python3.8/pathlib.py", line 908, in relative_to
    raise ValueError("{!r} does not start with {!r}"
ValueError: '/opt/hostedtoolcache/Python/3.8.18/x64/lib/python3.8/contextlib.py' does not start with '/home/vsts/work/1/s'

We shouldn't even attempt to generate a link for the file contextlib.py

* Try to fix error for Jenkins run #20240221.52

New build failed with this stacktrace:
Traceback (most recent call last):
  File "/home/vsts/work/1/s/.tox/docs/lib/python3.8/site-packages/sphinx/events.py", line 96, in emit
    results.append(listener.handler(self.app, *args))
  File "/home/vsts/work/1/s/.tox/docs/lib/python3.8/site-packages/sphinx/ext/linkcode.py", line 55, in doctree_read
    uri = resolve_target(domain, info)
  File "/home/vsts/work/1/s/docs/conf.py", line 215, in linkcode_resolve
    full_file_name = inspect.getsourcefile(obj)
  File "/opt/hostedtoolcache/Python/3.8.18/x64/lib/python3.8/inspect.py", line 696, in getsourcefile
    filename = getfile(object)
  File "/opt/hostedtoolcache/Python/3.8.18/x64/lib/python3.8/inspect.py", line 665, in getfile
    raise TypeError('{!r} is a built-in class'.format(object))
TypeError: <class 'builtins.CustomClassical'> is a built-in class

So I added a condition that the obj should not be a built-in

* Check that qiskit in module name sooner

* moved valid code object verification earlier

* added try except statement to getattr call

* added extra try/except block

* Also support Azure Pipelines

* removed unused import

* Revert Azure support to keep things simple

* added extra "/" to final URL

* Move GitHub branch logic to GitHub Action

* switched to importlib and removed redundant block of code

* Apply suggestions from code review

Co-authored-by: Eric Arellano <[email protected]>

* added back spaces

* Clarify docs_deploy GitHub logic

1. Remove misleading PR conditional. This worfklow doesn't even run in PRs. It was bad copy-pasta from the runtime repo
2. Clarify why we point tag builds to their stable branch name

* Use pathlib for relativizing file name

* Fix relative_to() path

* Remove tox prefix

---------

Co-authored-by: Eric Arellano <[email protected]>
(cherry picked from commit 97788f0)

Co-authored-by: melechlapson <[email protected]>
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