doc: Rework "tutorial" document

We're going to use this document as the basis for a future usage
document, so we start by cleaning things up beforehand. A couple of
changes are necessary:

- The installation guide is referenced, rather than duplicating the
  steps

In addition, there is a number of cleanup items.

- Some paragraphs are reworded or clarified
- Semantic markup is added where possible
- Everything is wrapped to ~80 characters

A number of TODOs are inserted. These will be resolved separately.

Signed-off-by: Stephen Finucane <stephen@that.guru>
This commit is contained in:
Stephen Finucane 2018-02-06 10:55:30 +00:00
parent 6e89c7c906
commit 4bc03706e8
2 changed files with 103 additions and 81 deletions

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@ -86,3 +86,7 @@ Glossary
source directory
The directory which, including its subdirectories, contains all source
files for one Sphinx project.
reStructuredText
An easy-to-read, what-you-see-is-what-you-get plaintext markup syntax and
parser system.

View File

@ -1,39 +1,33 @@
.. highlight:: rst
===============
Getting Started
===============
First Steps with Sphinx
=======================
This document is meant to give a tutorial-like overview of all common tasks
while using Sphinx.
The green arrows designate "more info" links leading to advanced sections about
the described task.
Install Sphinx
--------------
Install Sphinx, either from a distribution package or from
`PyPI <https://pypi.python.org/pypi/Sphinx>`_ with ::
$ pip install Sphinx
Once Sphinx is :doc:`installed </usage/installation>`, you can proceed with
setting up your first Sphinx project. To ease the process of getting started,
Sphinx provides a tool, :program:`sphinx-quickstart`, which will generate a
documentation source directory and populate it with some defaults. We're going
to use the :program:`sphinx-quickstart` tool here, though it's use by no means
necessary.
Setting up the documentation sources
------------------------------------
The root directory of a Sphinx collection of reStructuredText document sources
is called the :term:`source directory`. This directory also contains the Sphinx
configuration file :file:`conf.py`, where you can configure all aspects of how
Sphinx reads your sources and builds your documentation. [#]_
The root directory of a Sphinx collection of :term:`reStructuredText` document
sources is called the :term:`source directory`. This directory also contains
the Sphinx configuration file :file:`conf.py`, where you can configure all
aspects of how Sphinx reads your sources and builds your documentation. [#]_
Sphinx comes with a script called :program:`sphinx-quickstart` that sets up a
source directory and creates a default :file:`conf.py` with the most useful
configuration values from a few questions it asks you. Just run ::
configuration values from a few questions it asks you. To use this, run:
.. code-block:: shell
$ sphinx-quickstart
and answer its questions. (Be sure to say yes to the "autodoc" extension.)
Answer each question asked. Be sure to say yes to the ``autodoc`` extension, as
we will use this later.
There is also an automatic "API documentation" generator called
:program:`sphinx-apidoc`; see :doc:`/man/sphinx-apidoc` for details.
@ -45,15 +39,15 @@ Defining document structure
Let's assume you've run :program:`sphinx-quickstart`. It created a source
directory with :file:`conf.py` and a master document, :file:`index.rst` (if you
accepted the defaults). The main function of the :term:`master document` is to
serve as a welcome page, and to contain the root of the "table of contents tree"
(or *toctree*). This is one of the main things that Sphinx adds to
serve as a welcome page, and to contain the root of the "table of contents
tree" (or *toctree*). This is one of the main things that Sphinx adds to
reStructuredText, a way to connect multiple files to a single hierarchy of
documents.
.. sidebar:: reStructuredText directives
``toctree`` is a reStructuredText :dfn:`directive`, a very versatile piece of
markup. Directives can have arguments, options and content.
``toctree`` is a reStructuredText :dfn:`directive`, a very versatile piece
of markup. Directives can have arguments, options and content.
*Arguments* are given directly after the double colon following the
directive's name. Each directive decides whether it can have arguments, and
@ -68,45 +62,52 @@ documents.
A common gotcha with directives is that **the first line of the content must
be indented to the same level as the options are**.
The ``toctree`` directive initially is empty, and looks like so:
The toctree directive initially is empty, and looks like this::
.. code-block:: rest
.. toctree::
:maxdepth: 2
You add documents listing them in the *content* of the directive::
You add documents listing them in the *content* of the directive:
.. code-block:: rest
.. toctree::
:maxdepth: 2
intro
tutorial
usage/installation
usage/quickstart
...
This is exactly how the toctree for this documentation looks. The documents to
include are given as :term:`document name`\ s, which in short means that you
leave off the file name extension and use slashes as directory separators.
This is exactly how the ``toctree`` for this documentation looks. The
documents to include are given as :term:`document name`\ s, which in short
means that you leave off the file name extension and use forward slashes
(``/``) as directory separators.
|more| Read more about :ref:`the toctree directive <toctree-directive>`.
You can now create the files you listed in the toctree and add content, and
their section titles will be inserted (up to the "maxdepth" level) at the place
where the toctree directive is placed. Also, Sphinx now knows about the order
and hierarchy of your documents. (They may contain ``toctree`` directives
themselves, which means you can create deeply nested hierarchies if necessary.)
You can now create the files you listed in the ``toctree`` and add content, and
their section titles will be inserted (up to the ``maxdepth`` level) at the
place where the ``toctree`` directive is placed. Also, Sphinx now knows about
the order and hierarchy of your documents. (They may contain ``toctree``
directives themselves, which means you can create deeply nested hierarchies if
necessary.)
Adding content
--------------
In Sphinx source files, you can use most features of standard reStructuredText.
There are also several features added by Sphinx. For example, you can add
cross-file references in a portable way (which works for all output types) using
the :rst:role:`ref` role.
In Sphinx source files, you can use most features of standard
:term:`reStructuredText`. There are also several features added by Sphinx.
For example, you can add cross-file references in a portable way (which works
for all output types) using the :rst:role:`ref` role.
For an example, if you are viewing the HTML version you can look at the source
for this document -- use the "Show Source" link in the sidebar.
.. todo:: Update the below link when we add new guides on these.
|more| See :ref:`rst-primer` for a more in-depth introduction to
reStructuredText and :ref:`sphinxmarkup` for a full list of markup added by
Sphinx.
@ -116,8 +117,9 @@ Running the build
-----------------
Now that you have added some files and content, let's make a first build of the
docs. A build is started with the :program:`sphinx-build` program, called like
this::
docs. A build is started with the :program:`sphinx-build` program:
.. code-block:: shell
$ sphinx-build -b html sourcedir builddir
@ -130,13 +132,15 @@ Sphinx will build HTML files.
options that :program:`sphinx-build` supports.
However, :program:`sphinx-quickstart` script creates a :file:`Makefile` and a
:file:`make.bat` which make life even easier for you: with them you only need
to run ::
:file:`make.bat` which make life even easier for you. These can be executed by
running :command:`make` with the name of the builder. For example.
.. code-block:: shell
$ make html
to build HTML docs in the build directory you chose. Execute ``make`` without
an argument to see which targets are available.
This will build HTML docs in the build directory you chose. Execute
:command:`make` without an argument to see which targets are available.
.. admonition:: How do I generate PDF documents?
@ -145,6 +149,8 @@ an argument to see which targets are available.
toolchain for you.
.. todo:: Move this whole section into a guide on rST or directives
Documenting objects
-------------------
@ -155,7 +161,9 @@ descriptions of these objects.
The most prominent domain is the Python domain. For example, to document
Python's built-in function ``enumerate()``, you would add this to one of your
source files::
source files.
.. code-block:: restructuredtext
.. py:function:: enumerate(sequence[, start=0])
@ -174,7 +182,9 @@ describe, the content is the documentation for it. Multiple signatures can be
given, each in its own line.
The Python domain also happens to be the default domain, so you don't need to
prefix the markup with the domain name::
prefix the markup with the domain name.
.. code-block:: restructuredtext
.. function:: enumerate(sequence[, start=0])
@ -182,18 +192,20 @@ prefix the markup with the domain name::
does the same job if you keep the default setting for the default domain.
There are several more directives for documenting other types of Python objects,
for example :rst:dir:`py:class` or :rst:dir:`py:method`. There is also a
cross-referencing :dfn:`role` for each of these object types. This markup will
create a link to the documentation of ``enumerate()``::
There are several more directives for documenting other types of Python
objects, for example :rst:dir:`py:class` or :rst:dir:`py:method`. There is
also a cross-referencing :dfn:`role` for each of these object types. This
markup will create a link to the documentation of ``enumerate()``.
::
The :py:func:`enumerate` function can be used for ...
And here is the proof: A link to :func:`enumerate`.
Again, the ``py:`` can be left out if the Python domain is the default one. It
doesn't matter which file contains the actual documentation for ``enumerate()``;
Sphinx will find it and create a link to it.
doesn't matter which file contains the actual documentation for
``enumerate()``; Sphinx will find it and create a link to it.
Each domain will have special rules for how the signatures can look like, and
make the formatted output look pretty, or add specific features like links to
@ -206,42 +218,45 @@ directives/roles.
Basic configuration
-------------------
Earlier we mentioned that the :file:`conf.py` file controls how Sphinx processes
your documents. In that file, which is executed as a Python source file, you
assign configuration values. For advanced users: since it is executed by
Sphinx, you can do non-trivial tasks in it, like extending :data:`sys.path` or
importing a module to find out the version you are documenting.
Earlier we mentioned that the :file:`conf.py` file controls how Sphinx
processes your documents. In that file, which is executed as a Python source
file, you assign configuration values. For advanced users: since it is
executed by Sphinx, you can do non-trivial tasks in it, like extending
:data:`sys.path` or importing a module to find out the version you are
documenting.
The config values that you probably want to change are already put into the
:file:`conf.py` by :program:`sphinx-quickstart` and initially commented out
(with standard Python syntax: a ``#`` comments the rest of the line). To change
the default value, remove the hash sign and modify the value. To customize a
config value that is not automatically added by :program:`sphinx-quickstart`,
just add an additional assignment.
(with standard Python syntax: a ``#`` comments the rest of the line). To
change the default value, remove the hash sign and modify the value. To
customize a config value that is not automatically added by
:program:`sphinx-quickstart`, just add an additional assignment.
Keep in mind that the file uses Python syntax for strings, numbers, lists and so
on. The file is saved in UTF-8 by default, as indicated by the encoding
Keep in mind that the file uses Python syntax for strings, numbers, lists and
so on. The file is saved in UTF-8 by default, as indicated by the encoding
declaration in the first line. If you use non-ASCII characters in any string
value, you need to use Python Unicode strings (like ``project = u'Exposé'``).
|more| See :ref:`build-config` for documentation of all available config values.
.. todo:: Move this entire doc to a different section
Autodoc
-------
When documenting Python code, it is common to put a lot of documentation in the
source files, in documentation strings. Sphinx supports the inclusion of
docstrings from your modules with an :dfn:`extension` (an extension is a Python
module that provides additional features for Sphinx projects) called "autodoc".
module that provides additional features for Sphinx projects) called *autodoc*.
In order to use autodoc, you need to activate it in :file:`conf.py` by putting
the string ``'sphinx.ext.autodoc'`` into the list assigned to the
In order to use *autodoc*, you need to activate it in :file:`conf.py` by
putting the string ``'sphinx.ext.autodoc'`` into the list assigned to the
:confval:`extensions` config value. Then, you have a few additional directives
at your disposal.
For example, to document the function ``io.open()``, reading its
signature and docstring from the source file, you'd write this::
For example, to document the function ``io.open()``, reading its signature and
docstring from the source file, you'd write this::
.. autofunction:: io.open
@ -251,7 +266,7 @@ options for the auto directives, like ::
.. automodule:: io
:members:
autodoc needs to import your modules in order to extract the docstrings.
*autodoc* needs to import your modules in order to extract the docstrings.
Therefore, you must add the appropriate path to :py:data:`sys.path` in your
:file:`conf.py`.
@ -261,17 +276,20 @@ Therefore, you must add the appropriate path to :py:data:`sys.path` in your
modules have side effects on import, these will be executed by ``autodoc``
when ``sphinx-build`` is run.
If you document scripts (as opposed to library modules), make sure their main
routine is protected by a ``if __name__ == '__main__'`` condition.
If you document scripts (as opposed to library modules), make sure their
main routine is protected by a ``if __name__ == '__main__'`` condition.
|more| See :mod:`sphinx.ext.autodoc` for the complete description of the
features of autodoc.
.. todo:: Move this doc to another section
Intersphinx
-----------
Many Sphinx documents including the `Python documentation`_ are published on the
internet. When you want to make links to such documents from your
Many Sphinx documents including the `Python documentation`_ are published on
the internet. When you want to make links to such documents from your
documentation, you can do it with :mod:`sphinx.ext.intersphinx`.
.. _Python documentation: https://docs.python.org/3
@ -290,8 +308,8 @@ cross-reference that has no matching target in the current documentation set,
will be looked up in the documentation sets configured in
:confval:`intersphinx_mapping` (this needs access to the URL in order to
download the list of valid targets). Intersphinx also works for some other
:ref:`domains' <domains>` roles including ``:ref:``, however it doesn't work for
``:doc:`` as that is non-domain role.
:ref:`domains' <domains>` roles including ``:ref:``, however it doesn't work
for ``:doc:`` as that is non-domain role.
|more| See :mod:`sphinx.ext.intersphinx` for the complete description of the
features of intersphinx.