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Contributing

This project is a community effort, and everyone is welcome to contribute.

The project is hosted on https://github.com/matplotlib/matplotlib

Submitting a bug report

If you find a bug in the code or documentation, do not hesitate to submit a ticket to the Bug Tracker. You are also welcome to post feature requests or pull requests.

If you are reporting a bug, please do your best to include the following:

  1. A short, top-level summary of the bug. In most cases, this should be 1-2 sentences.

  2. A short, self-contained code snippet to reproduce the bug, ideally allowing a simple copy and paste to reproduce. Please do your best to reduce the code snippet to the minimum required.

  3. The actual outcome of the code snippet

  4. The expected outcome of the code snippet

  5. The Matplotlib version, Python version and platform that you are using. You can grab the version with the following commands:

    >>> import matplotlib
    >>> matplotlib.__version__
    '1.5.3'
    >>> import platform
    >>> platform.python_version()
    '2.7.12'
    

We have preloaded the issue creation page with a Markdown template that you can use to organize this information.

Thank you for your help in keeping bug reports complete, targeted and descriptive.

Retrieving and installing the latest version of the code

When developing Matplotlib, sources must be downloaded, built, and installed into a local environment on your machine.

Follow the instructions detailed here to set up your environment to build Matplotlib from source.

Warning

When working on Matplotlib sources, having multiple versions installed by different methods into the same environment may not always work as expected.

To work on Matplotlib sources, it is strongly recommended to set up an alternative development environment, using the something like virtual environments in python, or a conda environment.

If you choose to use an already existing environment, and not a clean virtual or conda environment, uninstall the current version of Matplotlib in that enviroment using the same method used to install it.

If working on Matplotlib documentation only, the above steps are not absolutely necessary.

We use Git for version control and GitHub for hosting our main repository.

You can check out the latest sources with the command (see Set up your fork for more details):

git clone https://github.com:matplotlib/matplotlib.git

and navigate to the matplotlib directory. If you have the proper privileges, you can use git@ instead of https://, which works through the ssh protocol and might be easier to use if you are using 2-factor authentication.

To make sure the tests run locally you must build against the correct version of freetype. To configure the build system to fetch and build it either export the env MPLLOCALFREETYPE as:

export MPLLOCALFREETYPE=1

or copy setup.cfg.template to setup.cfg and edit it to contain

[test]
local_freetype = True

To install Matplotlib (and compile the c-extensions) run the following command from the top-level directory

python -mpip install -ve .

This installs Matplotlib in ‘editable/develop mode’, i.e., builds everything and places the correct link entries in the install directory so that python will be able to import Matplotlib from the source directory. Thus, any changes to the *.py files will be reflected the next time you import the library. If you change the C-extension source (which might happen if you change branches) you will need to run

python setup.py build

or re-run python -mpip install -ve ..

Alternatively, if you do

python -mpip install -v .

all of the files will be copied to the installation directory however, you will have to rerun this command every time the source is changed. Additionally you will need to copy setup.cfg.template to setup.cfg and edit it to contain

[test]
local_freetype = True
tests = True

In either case you can then run the tests to check your work environment is set up properly:

python tests.py

Note

Additional dependencies for testing: pytest (version 3.0 or later), mock (if python < 3.3), Ghostscript, Inkscape

Contributing code

How to contribute

The preferred way to contribute to Matplotlib is to fork the main repository on GitHub, then submit a “pull request” (PR):

  1. Create an account on GitHub if you do not already have one.

  2. Fork the project repository: click on the ‘Fork’ button near the top of the page. This creates a copy of the code under your account on the GitHub server.

  3. Clone this copy to your local disk:

    $ git clone https://github.com:YourLogin/matplotlib.git
    
  4. Create a branch to hold your changes:

    $ git checkout -b my-feature origin/master
    

    and start making changes. Never work in the master branch!

  5. Work on this copy, on your computer, using Git to do the version control. When you’re done editing e.g., lib/matplotlib/collections.py, do:

    $ git add lib/matplotlib/collections.py
    $ git commit
    

    to record your changes in Git, then push them to GitHub with:

    $ git push -u origin my-feature
    

Finally, go to the web page of your fork of the Matplotlib repo, and click ‘Pull request’ to send your changes to the maintainers for review. You may want to consider sending an email to the mailing list for more visibility.

Contributing pull requests

It is recommended to check that your contribution complies with the following rules before submitting a pull request:

  • If your pull request addresses an issue, please use the title to describe the issue and mention the issue number in the pull request description to ensure a link is created to the original issue.

  • All public methods should have informative docstrings with sample usage when appropriate. Use the numpy docstring standard

  • Formatting should follow PEP8 recommendation. You should consider installing/enabling automatic PEP8 checking in your editor. Part of the test suite is checking PEP8 compliance, things go smoother if the code is mostly PEP8 compliant to begin with.

  • Each high-level plotting function should have a simple example in the Example section of the docstring. This should be as simple as possible to demonstrate the method. More complex examples should go in the examples tree.

  • Changes (both new features and bugfixes) should be tested. See Developer’s tips for testing for more details.

  • Import the following modules using the standard scipy conventions:

    import numpy as np
    import numpy.ma as ma
    import matplotlib as mpl
    import matplotlib.pyplot as plt
    import matplotlib.cbook as cbook
    import matplotlib.patches as mpatches
    
  • If your change is a major new feature, add an entry to the What's new section by adding a new file in doc/users/whats_new (see doc/users/whats_new/README for more information).

  • If you change the API in a backward-incompatible way, please document it in doc/api/api_changes, by adding a new file describing your changes (see doc/api/api_changes/README for more information)

  • See below for additional points about Keyword argument processing, if code in your pull request does that.

In addition, you can check for common programming errors with the following tools:

  • Code with a good unittest coverage (at least 70%, better 100%), check with:

    python -mpip install coverage
    python tests.py --with-coverage
    
  • No pyflakes warnings, check with:

    python -mpip install pyflakes
    pyflakes path/to/module.py
    

Note

The current state of the Matplotlib code base is not compliant with all of those guidelines, but we expect that enforcing those constraints on all new contributions will move the overall code base quality in the right direction.

Issues for New Contributors

New contributors should look for the following tags when looking for issues. We strongly recommend that new contributors tackle new-contributor-friendly issues (easy, well documented issues, that do not require an understanding of the different submodules of Matplotlib) and Easy-fix issues. This helps the contributor become familiar with the contribution workflow, and for the core devs to become acquainted with the contributor; besides which, we frequently underestimate how easy an issue is to solve!

Other ways to contribute

Code is not the only way to contribute to Matplotlib. For instance, documentation is also a very important part of the project and often doesn’t get as much attention as it deserves. If you find a typo in the documentation, or have made improvements, do not hesitate to send an email to the mailing list or submit a GitHub pull request. Full documentation can be found under the doc/ directory.

It also helps us if you spread the word: reference the project from your blog and articles or link to it from your website!

Coding guidelines

New modules and files: installation

  • If you have added new files or directories, or reorganized existing ones, make sure the new files are included in the match patterns in MANIFEST.in, and/or in package_data in setup.py.

C/C++ extensions

  • Extensions may be written in C or C++.
  • Code style should conform to PEP7 (understanding that PEP7 doesn’t address C++, but most of its admonitions still apply).
  • Python/C interface code should be kept separate from the core C/C++ code. The interface code should be named FOO_wrap.cpp or FOO_wrapper.cpp.
  • Header file documentation (aka docstrings) should be in Numpydoc format. We don’t plan on using automated tools for these docstrings, and the Numpydoc format is well understood in the scientific Python community.

Keyword argument processing

Matplotlib makes extensive use of **kwargs for pass-through customizations from one function to another. A typical example is in matplotlib.pyplot.text(). The definition of the pylab text function is a simple pass-through to matplotlib.axes.Axes.text():

# in pylab.py
def text(*args, **kwargs):
    ret =  gca().text(*args, **kwargs)
    draw_if_interactive()
    return ret

text() in simplified form looks like this, i.e., it just passes all args and kwargs on to matplotlib.text.Text.__init__():

# in axes/_axes.py
def text(self, x, y, s, fontdict=None, withdash=False, **kwargs):
    t = Text(x=x, y=y, text=s, **kwargs)

and __init__() (again with liberties for illustration) just passes them on to the matplotlib.artist.Artist.update() method:

# in text.py
def __init__(self, x=0, y=0, text='', **kwargs):
    Artist.__init__(self)
    self.update(kwargs)

update does the work looking for methods named like set_property if property is a keyword argument. i.e., no one looks at the keywords, they just get passed through the API to the artist constructor which looks for suitably named methods and calls them with the value.

As a general rule, the use of **kwargs should be reserved for pass-through keyword arguments, as in the example above. If all the keyword args are to be used in the function, and not passed on, use the key/value keyword args in the function definition rather than the **kwargs idiom.

In some cases, you may want to consume some keys in the local function, and let others pass through. You can pop the ones to be used locally and pass on the rest. For example, in plot(), scalex and scaley are local arguments and the rest are passed on as Line2D() keyword arguments:

# in axes/_axes.py
def plot(self, *args, **kwargs):
    scalex = kwargs.pop('scalex', True)
    scaley = kwargs.pop('scaley', True)
    if not self._hold: self.cla()
    lines = []
    for line in self._get_lines(*args, **kwargs):
        self.add_line(line)
        lines.append(line)

Note: there is a use case when kwargs are meant to be used locally in the function (not passed on), but you still need the **kwargs idiom. That is when you want to use *args to allow variable numbers of non-keyword args. In this case, python will not allow you to use named keyword args after the *args usage, so you will be forced to use **kwargs. An example is matplotlib.contour.ContourLabeler.clabel():

# in contour.py
def clabel(self, *args, **kwargs):
    fontsize = kwargs.get('fontsize', None)
    inline = kwargs.get('inline', 1)
    self.fmt = kwargs.get('fmt', '%1.3f')
    colors = kwargs.get('colors', None)
    if len(args) == 0:
        levels = self.levels
        indices = range(len(self.levels))
    elif len(args) == 1:
       ...etc...

Developing a new backend

If you are working on a custom backend, the backend setting in matplotlibrc (Customizing matplotlib) supports an external backend via the module directive. If my_backend.py is a Matplotlib backend in your PYTHONPATH, you can set it on one of several ways

  • in matplotlibrc:

    backend : module://my_backend
    
  • with the MPLBACKEND environment variable:

    > export MPLBACKEND="module://my_backend"
    > python simple_plot.py
    
  • with the use directive in your script:

    import matplotlib
    matplotlib.use('module://my_backend')
    

Writing examples

We have hundreds of examples in subdirectories of matplotlib/examples, and these are automatically generated when the website is built to show up in the examples section of the website.

Any sample data that the example uses should be kept small and distributed with Matplotlib in the lib/matplotlib/mpl-data/sample_data/ directory. Then in your example code you can load it into a file handle with:

import matplotlib.cbook as cbook
fh = cbook.get_sample_data('mydata.dat')