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GitHub Repository: sagemath/sagelib
Path: blob/master/doc/en/developer/sage_manuals.rst
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.. _chapter-sage_manuals:

================
The Sage Manuals
================

This chapter describes how to modify the Sage manuals. Sage's manuals
are written in ReST, otherwise known as `reStructuredText`__. To edit
them, you just need to edit the appropriate file. The documentation
builder is called `Sphinx`__.

__ http://docutils.sourceforge.net/rst.html

__ http://sphinx.pocoo.org

Here is a list of the Sage manuals and the corresponding files to edit:

-  The Sage tutorial: ``SAGE_ROOT/devel/sage/doc/en/tutorial``

-  The Sage developer's guide:
   ``SAGE_ROOT/devel/sage/doc/en/developer``

-  Constructions in Sage:
   ``SAGE_ROOT/devel/sage/doc/en/constructions``

-  The Sage installation guide:
   ``SAGE_ROOT/devel/sage/doc/en/installation``

-  The Sage reference manual: some of this is contained in the file
   ``SAGE_ROOT/devel/sage/doc/en/reference``, but most of it is
   automatically generated from the Sage source code.

-  Additional, more specialized  manuals can be found under
   ``SAGE_ROOT/devel/sage/doc/en`` as well.

.. note::

   You can edit manuals that have been translated into another language
   by replacing the ``en/`` above with the appropriate two letter
   language code.  For example, the French tutorial is located in
   ``SAGE_ROOT/devel/sage/doc/fr/tutorial``


Editing the manuals
-------------------

If, for example, you want to change the Sage tutorial, then you should
start by modifying the files in
``SAGE_ROOT/devel/sage/doc/en/tutorial/``. Then to build a PDF file
with your changes, type::

    sage --docbuild tutorial pdf

You will get a file ``tutorial.pdf`` in
``SAGE_ROOT/devel/sage/doc/output/pdf/en/tutorial`` which you should
inspect.  You can build the HTML version of the tutorial by typing::

    sage --docbuild tutorial html

Once you have done this, you can access the new HTML version from the
notebook interface to Sage by clicking the ``Help`` link, or you can
open the file
``SAGE_ROOT/devel/sage/doc/output/html/en/tutorial/index.html`` in
your web browser.  For more detailed information about building the
documentation, see :ref:`building`.

You should also run

::

    sage -tp 1 SAGE_ROOT/devel/sage/doc/en/tutorial/

to test all of the examples in the tutorial, see
:ref:`chapter-testing` for more details.

Finally, you might want to share your changes with the Sage
community. To do this, use Mercurial (see :ref:`chapter-mercurial`) to
produce patch files, and submit them to the Sage trac server.

As noted above, the reference manual is mostly autogenerated from Sage
source code.  To build it, type::

    sage -b <repo-name>
    sage --docbuild reference <format>

where ``<repo-name>`` is the name of the repository you are using, and
``<format>`` is ``html``, ``pdf``, or any other supported format (as listed
when you run ``sage --docbuild --formats``).


.. _chapter-sage_manuals_links:

Linking to modules, classes, methods, ..., trac tickets and Wikipedia
---------------------------------------------------------------------

For full documentation, refer to `inline markup`__ in the Sphinx
documentation. Currently, there is no support for defining chapters
and labels in the autogenerated documentation. However, it is possible
to generate a link to the documentation for any module, class, method,
function, etc. The syntax is

__ http://sphinx.pocoo.org/markup/inline.html

::

    :role:`title <target>`

or

::

    :role:`target`

where

- ``role`` is the kind of thing you want to link to (i.e. ``mod`` for
  module, ``class`` for classes, ``meth`` for methods, ``func`` for
  functions, etc;

- ``target`` is the Python name of the object (class, module, method,
  etc.) which carries the documentation to be linked to;

- ``title`` is the name of the link as shown in the browser.

If you do not provide any title then target will be used. For example,
to link to the ``dyck_word`` module, you would use
``:mod:`sage.combinat.dyck_word``` or if you prefer
``:mod:`Dyck words<sage.combinat.dyck_word>```. Note that, in the
first case, the full qualified Python address is used which is usually
too long. You can prefix it with a ``"~"`` to get only the final
name. For example, in the huge link

::

    :meth:`~sage.combinat.non_decreasing_parking_function.NonDecreasingParkingFunction.to_dyck_word`

only ``".to_dyck_word()"`` will appear. Note that the parentheses in
the link are autogenerated.

Local names are handled. That is, for example, in the
definition of a class (and any of its members or methods), you can
link to any member or method of the same class by simply giving the
name of it prepended by a dot ``"."``. You do not need to give its
full address. For example::

    :meth:`.to_dyck_word`

sets up a link to the ``.to_dyck_word()`` method of the current class
if it exists. If not, the documentation builder searches by going up
in the class/module hierarchy of Python until it finds an object with
this name or reaches the top-level module without finding it. If the
name cannot be found, the title is typeset in boldface without any
link produced and also without any error or warning. Note that without
the prepended dot, the object is searched starting from the top-level
to the innermost module or class.

You can also link, without giving the full path, to objects imported in a
local module or imported by default in Sage. For example, the two following
are equivalent, as :class:`Parent` is imported by default in Sage (using the
``all.py`` files)::

    :class:`Parent`
    :class:`~sage.structure.parent.Parent`

Sage adds a special role to link to trac ticket. The code ``:trac:`12490```
link to the :trac:`12490`. When fixing a bug, you should add the link to the
corresponding trac ticket in the ``TEST`` section. Here is an example::

    TEST:

    We check for :trac:`5534`::

        sage: w = ["a", "b", "c", "d"]; ww = ["b", "d"]
        sage: x = sage.combinat.subword.smallest_positions(w, ww); ww
        ['b', 'd']

If the same vein you can also add links to Wikipedia:
``:wikipedia:`Sage_(mathematics_software)``` add the following link to the
:wikipedia:`Sage_(mathematics_software)`

.. note::

    Finally, you can check that all links are properly resolved by adding the
    argument ``--warn-links`` to the documentation build command as in::

        sage -docbuild --warn-links reference html

    In this case, when a link is not resolved Sphinx will issue a warning.


Adding a new file
-----------------

If you write a new file, say, ``sage/combinat/family.py``, and you want
your documentation to be added to the standard documentation, you have
to add your file to the relevant ``index.rst`` file usually located in
the tree::

    SAGE_ROOT/devel/sage/doc/en/reference

For this example, you would need to add to the file

::

    SAGE_ROOT/devel/sage/doc/en/reference/combinat/index.rst

the following line

::

    Combinatorics
    ============

    .. toctree::
       :maxdepth: 2

       ../sage/combinat/combinat
           [...]
       ../sage/combinat/dyck_word
   +   ../sage/combinat/family
       ../sage/combinat/finite_class
           [...]


.. _building:


Building the manuals
--------------------

All of the Sage manuals are built using the ``sage --docbuild``
script.  The content of the ``sage --docbuild`` script is defined in
``SAGE_ROOT/devel/sage/doc/common/builder.py``.  It is a thin wrapper
around the ``sphinx-build`` script which does all of the real work.
It is designed to be a replacement for the default Makefiles generated
by the ``sphinx-quickstart`` script.  The general form of the command
is

::

    sage --docbuild <document-name> <format>

as explained below.

For more information, there are two help
commands which give plenty of documentation for the
``sage --docbuild`` script::

    sage --docbuild --help

(or ``-h``) gives a basic listing of options and further
help commands, while::

    sage --docbuild --help-all

(or ``-H``) shows a somewhat more comprehensive help message.


Document names
~~~~~~~~~~~~~~

The ``<document-name>`` has the form

::

    lang/name

where ``lang`` is a two-letter language code, and ``name`` is the
descriptive name of the document.  If the language is not specified,
then it defaults to English (``en``).  The following two commands do
the exact same thing::

    sage --docbuild tutorial html
    sage --docbuild en/tutorial html

To specify the French version of the tutorial, you would simply run::

    sage --docbuild fr/tutorial html


Output formats
~~~~~~~~~~~~~~

The Sage documentation build system currently supports all of the
output formats that Sphinx does.

For more detailed information, see the documentation on builders at
http://sphinx.pocoo.org/builders.html .


Syntax highlighting Cython code
-------------------------------

If you need to put :ref:`Cython <chapter-cython>` code in a ReST file,
you can either precede the code block by ``.. code-block:: cython`` instead
of the usual ``::`` if you want to highlight one block of code in Cython,
or you can use ``.. highlight:: cython`` for a whole file.

The following example was generated by ``.. code-block:: cython``:

.. code-block:: cython

    cdef extern from "descrobject.h":
        ctypedef struct PyMethodDef:
            void *ml_meth
        ctypedef struct PyMethodDescrObject:
            PyMethodDef *d_method
        void* PyCFunction_GET_FUNCTION(object)
        bint PyCFunction_Check(object)