spark-instrumented-optimizer/docs/README.md
Nicholas Chammas 7892f88f84 [SPARK-30879][DOCS] Refine workflow for building docs
### What changes were proposed in this pull request?

This PR makes the following refinements to the workflow for building docs:
* Install Python and Ruby consistently using pyenv and rbenv across both the docs README and the release Dockerfile.
* Pin the Python and Ruby versions we use.
* Pin all direct Python and Ruby dependency versions.
* Eliminate any use of `sudo pip`, which the Python community discourages, or `sudo gem`.

### Why are the changes needed?

This PR should increase the consistency and reproducibility of the doc-building process by managing Python and Ruby in a more consistent way, and by eliminating unused or outdated code.

Here's a possible example of an issue building the docs that would be addressed by the changes in this PR: https://github.com/apache/spark/pull/27459#discussion_r376135719

### Does this PR introduce any user-facing change?

No.

### How was this patch tested?

Manual tests:
* I was able to build the Docker image successfully, minus the final part about `RUN useradd`.
    * I am unable to run `do-release-docker.sh` because I am not a committer and don't have the required GPG key.
* I built the docs locally and viewed them in the browser.

I think I need a committer to more fully test out these changes.

Closes #27534 from nchammas/SPARK-30731-building-docs.

Authored-by: Nicholas Chammas <nicholas.chammas@liveramp.com>
Signed-off-by: Sean Owen <srowen@gmail.com>
2020-03-07 11:43:32 -06:00

6.6 KiB

license
Licensed to the Apache Software Foundation (ASF) under one or more contributor license agreements. See the NOTICE file distributed with this work for additional information regarding copyright ownership. The ASF licenses this file to You under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.

Welcome to the Spark documentation!

This readme will walk you through navigating and building the Spark documentation, which is included here with the Spark source code. You can also find documentation specific to release versions of Spark at https://spark.apache.org/documentation.html.

Read on to learn more about viewing documentation in plain text (i.e., markdown) or building the documentation yourself. Why build it yourself? So that you have the docs that correspond to whichever version of Spark you currently have checked out of revision control.

Prerequisites

The Spark documentation build uses a number of tools to build HTML docs and API docs in Scala, Java, Python, R and SQL.

You need to have Ruby 2 (preferably Ruby 2.6+) and Python 3 (preferably Python 3.7+) installed.

You'll also need to install the following libraries:

gem install jekyll:4.0.0 jekyll-redirect-from:0.16.0 rouge:3.15.0

Using rbenv and pyenv

A handy way to install and manage various versions of Ruby and Python is with rbenv and pyenv.

On macOS you can install them with Homebrew:

brew install rbenv pyenv

To activate them, you'll need to run these commands or add them to the end of your .bash_profile:

eval "$(rbenv init -)"
eval "$(pyenv init -)"

You can now use them to install specific versions of Ruby and Python and associate them with the Spark home directory. Whenever you navigate to this directory or any of its subdirectories, these versions of Ruby and Python will be automatically activated.

rbenv install 2.7.0
pyenv install 3.7.6

cd /path/to/spark/root
rbenv local 2.7.0
pyenv local 3.7.6

R Documentation

If you'd like to generate R documentation, you'll need to install R, install Pandoc, and install these libraries:

$ sudo Rscript -e 'install.packages(c("knitr", "devtools", "testthat", "rmarkdown"), repos="https://cloud.r-project.org/")'
$ sudo Rscript -e 'devtools::install_version("roxygen2", version = "5.0.1", repos="https://cloud.r-project.org/")'

Note: Other versions of roxygen2 might work in SparkR documentation generation but RoxygenNote field in $SPARK_HOME/R/pkg/DESCRIPTION is 5.0.1, which is updated if the version is mismatched.

API Documentation

To generate API docs for any language, you'll need to install these libraries:

pip install sphinx==2.3.1 mkdocs==1.0.4 numpy==1.18.1

Generating the Documentation HTML

We include the Spark documentation as part of the source (as opposed to using a hosted wiki, such as the github wiki, as the definitive documentation) to enable the documentation to evolve along with the source code and be captured by revision control (currently git). This way the code automatically includes the version of the documentation that is relevant regardless of which version or release you have checked out or downloaded.

In this directory you will find text files formatted using Markdown, with an ".md" suffix. You can read those text files directly if you want. Start with index.md.

Execute jekyll build from the docs/ directory to compile the site. Compiling the site with Jekyll will create a directory called _site containing index.html as well as the rest of the compiled files.

$ cd docs
$ jekyll build

You can modify the default Jekyll build as follows:

# Skip generating API docs (which takes a while)
$ SKIP_API=1 jekyll build

# Serve content locally on port 4000
$ jekyll serve --watch

# Build the site with extra features used on the live page
$ PRODUCTION=1 jekyll build

API Docs (Scaladoc, Javadoc, Sphinx, roxygen2, MkDocs)

You can build just the Spark scaladoc and javadoc by running ./build/sbt unidoc from the $SPARK_HOME directory.

Similarly, you can build just the PySpark docs by running make html from the $SPARK_HOME/python/docs directory. Documentation is only generated for classes that are listed as public in __init__.py. The SparkR docs can be built by running $SPARK_HOME/R/create-docs.sh, and the SQL docs can be built by running $SPARK_HOME/sql/create-docs.sh after building Spark first.

When you run jekyll build in the docs directory, it will also copy over the scaladoc and javadoc for the various Spark subprojects into the docs directory (and then also into the _site directory). We use a jekyll plugin to run ./build/sbt unidoc before building the site so if you haven't run it (recently) it may take some time as it generates all of the scaladoc and javadoc using Unidoc. The jekyll plugin also generates the PySpark docs using Sphinx, SparkR docs using roxygen2 and SQL docs using MkDocs.

NOTE: To skip the step of building and copying over the Scala, Java, Python, R and SQL API docs, run SKIP_API=1 jekyll build. In addition, SKIP_SCALADOC=1, SKIP_PYTHONDOC=1, SKIP_RDOC=1 and SKIP_SQLDOC=1 can be used to skip a single step of the corresponding language. SKIP_SCALADOC indicates skipping both the Scala and Java docs.

Automatically Rebuilding API Docs

jekyll serve --watch will only watch what's in docs/, and it won't follow symlinks. That means it won't monitor your API docs under python/docs or elsewhere.

To work around this limitation for Python, install entr and run the following in a separate shell:

cd "$SPARK_HOME/python/docs"
find .. -type f -name '*.py' \
| entr -s 'make html && cp -r _build/html/. ../../docs/api/python'

Whenever there is a change to your Python code, entr will automatically rebuild the Python API docs and copy them to docs/, thus triggering a Jekyll update.