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<section id="setting-up-matplotlib-for-development">
<span id="installing-for-devs"></span><h1>Setting up Matplotlib for development<a class="headerlink" href="#setting-up-matplotlib-for-development" title="Link to this heading">#</a></h1>
<p>To set up Matplotlib for development follow these steps:</p>
<nav class="contents local" id="contents">
<ul class="simple">
<li><p><a class="reference internal" href="#fork-the-matplotlib-repository" id="id1">Fork the Matplotlib repository</a></p></li>
<li><p><a class="reference internal" href="#retrieve-the-latest-version-of-the-code" id="id2">Retrieve the latest version of the code</a></p></li>
<li><p><a class="reference internal" href="#create-a-dedicated-environment" id="id3">Create a dedicated environment</a></p></li>
<li><p><a class="reference internal" href="#install-dependencies" id="id4">Install Dependencies</a></p></li>
<li><p><a class="reference internal" href="#install-matplotlib-in-editable-mode" id="id5">Install Matplotlib in editable mode</a></p></li>
<li><p><a class="reference internal" href="#verify-the-installation" id="id6">Verify the Installation</a></p></li>
<li><p><a class="reference internal" href="#install-pre-commit-hooks" id="id7">Install pre-commit hooks</a></p></li>
</ul>
</nav>
<section id="fork-the-matplotlib-repository">
<h2><a class="toc-backref" href="#id1" role="doc-backlink">Fork the Matplotlib repository</a><a class="headerlink" href="#fork-the-matplotlib-repository" title="Link to this heading">#</a></h2>
<p>Matplotlib is hosted at <a class="github reference external" href="https://github.com/matplotlib/matplotlib.git">matplotlib/matplotlib.git</a>. If you
plan on solving issues or submit pull requests to the main Matplotlib
repository, you should first <em>fork</em> this repository by visiting
<a class="github reference external" href="https://github.com/matplotlib/matplotlib.git">matplotlib/matplotlib.git</a> and clicking on the
<code class="docutils literal notranslate"><span class="pre">Fork</span></code> button on the top right of the page (see
<a class="reference external" href="https://docs.github.com/get-started/quickstart/fork-a-repo">the GitHub documentation</a> for more details.)</p>
</section>
<section id="retrieve-the-latest-version-of-the-code">
<h2><a class="toc-backref" href="#id2" role="doc-backlink">Retrieve the latest version of the code</a><a class="headerlink" href="#retrieve-the-latest-version-of-the-code" title="Link to this heading">#</a></h2>
<p>Now that your fork of the repository lives under your GitHub username, you can
retrieve the most recent version of the source code with one of the following
commands (replace <code class="docutils literal notranslate"><span class="pre"><your-username></span></code> with your GitHub username):</p>
<div class="sd-tab-set docutils">
<input checked="checked" id="sd-tab-item-0" name="sd-tab-set-0" type="radio">
</input><label class="sd-tab-label" for="sd-tab-item-0">
https</label><div class="sd-tab-content docutils">
<div class="highlight-bash notranslate"><div class="highlight"><pre><span></span>git<span class="w"> </span>clone<span class="w"> </span>https://github.com/<your-username>/matplotlib.git
</pre></div>
</div>
</div>
<input id="sd-tab-item-1" name="sd-tab-set-0" type="radio">
</input><label class="sd-tab-label" for="sd-tab-item-1">
ssh</label><div class="sd-tab-content docutils">
<div class="highlight-bash notranslate"><div class="highlight"><pre><span></span>git<span class="w"> </span>clone<span class="w"> </span>git@github.com:<your-username>/matplotlib.git
</pre></div>
</div>
<p>This requires you to setup an <a class="reference external" href="https://docs.github.com/en/authentication/connecting-to-github-with-ssh">SSH key</a> in advance, but saves you from
typing your password at every connection.</p>
</div>
</div>
<p>This will place the sources in a directory <code class="file docutils literal notranslate"><span class="pre">matplotlib</span></code> below your
current working directory and set the remote name <code class="docutils literal notranslate"><span class="pre">origin</span></code> to point to your
fork. Change into this directory before continuing:</p>
<div class="highlight-default notranslate"><div class="highlight"><pre><span></span><span class="n">cd</span> <span class="n">matplotlib</span>
</pre></div>
</div>
<p>Now set the remote name <code class="docutils literal notranslate"><span class="pre">upstream</span></code> to point to the Matplotlib main repository:</p>
<div class="sd-tab-set docutils">
<input checked="checked" id="sd-tab-item-2" name="sd-tab-set-1" type="radio">
</input><label class="sd-tab-label" for="sd-tab-item-2">
https</label><div class="sd-tab-content docutils">
<div class="highlight-bash notranslate"><div class="highlight"><pre><span></span>git<span class="w"> </span>remote<span class="w"> </span>add<span class="w"> </span>upstream<span class="w"> </span>https://github.com/matplotlib/matplotlib.git
</pre></div>
</div>
</div>
<input id="sd-tab-item-3" name="sd-tab-set-1" type="radio">
</input><label class="sd-tab-label" for="sd-tab-item-3">
ssh</label><div class="sd-tab-content docutils">
<div class="highlight-bash notranslate"><div class="highlight"><pre><span></span>git<span class="w"> </span>remote<span class="w"> </span>add<span class="w"> </span>upstream<span class="w"> </span>git@github.com:matplotlib/matplotlib.git
</pre></div>
</div>
</div>
</div>
<p>You can now use <code class="docutils literal notranslate"><span class="pre">upstream</span></code> to retrieve the most current snapshot of the source
code, as described in <a class="reference internal" href="development_workflow.html#development-workflow"><span class="std std-ref">Development workflow</span></a>.</p>
<details class="sd-sphinx-override sd-dropdown sd-card sd-mb-3" open="open">
<summary class="sd-summary-title sd-card-header sd-bg-info sd-bg-text-info">
Additional <code class="docutils literal notranslate"><span class="pre">git</span></code> and <code class="docutils literal notranslate"><span class="pre">GitHub</span></code> resources<div class="sd-summary-down docutils">
<svg version="1.1" width="1.5em" height="1.5em" class="sd-octicon sd-octicon-chevron-down" viewBox="0 0 24 24" aria-hidden="true"><path fill-rule="evenodd" d="M5.22 8.72a.75.75 0 000 1.06l6.25 6.25a.75.75 0 001.06 0l6.25-6.25a.75.75 0 00-1.06-1.06L12 14.44 6.28 8.72a.75.75 0 00-1.06 0z"></path></svg></div>
<div class="sd-summary-up docutils">
<svg version="1.1" width="1.5em" height="1.5em" class="sd-octicon sd-octicon-chevron-up" viewBox="0 0 24 24" aria-hidden="true"><path fill-rule="evenodd" d="M18.78 15.28a.75.75 0 000-1.06l-6.25-6.25a.75.75 0 00-1.06 0l-6.25 6.25a.75.75 0 101.06 1.06L12 9.56l5.72 5.72a.75.75 0 001.06 0z"></path></svg></div>
</summary><div class="sd-summary-content sd-card-body docutils">
<p class="sd-card-text">For more information on <code class="docutils literal notranslate"><span class="pre">git</span></code> and <code class="docutils literal notranslate"><span class="pre">GitHub</span></code>, see:</p>
<ul class="simple">
<li><p class="sd-card-text"><a class="reference external" href="https://git-scm.com/doc">Git documentation</a></p></li>
<li><p class="sd-card-text"><a class="reference external" href="https://git-scm.com/book/en/v2/GitHub-Contributing-to-a-Project">GitHub-Contributing to a Project</a></p></li>
<li><p class="sd-card-text"><a class="reference external" href="https://skills.github.com/">GitHub Skills</a></p></li>
<li><p class="sd-card-text"><a class="reference external" href="https://docs.scipy.org/doc/scipy/dev/gitwash/gitwash.html#using-git" title="(in SciPy v1.11.3)"><span>Git for development</span></a></p></li>
<li><p class="sd-card-text"><a class="reference external" href="https://docs.scipy.org/doc/scipy/dev/gitwash/git_resources.html#git-resources" title="(in SciPy v1.11.3)"><span>Additional Git Resources</span></a></p></li>
<li><p class="sd-card-text"><a class="reference external" href="https://git-scm.com/book/en/v2/Getting-Started-Installing-Git">Installing git</a></p></li>
<li><p class="sd-card-text"><a class="reference external" href="https://docs.github.com/en/get-started/getting-started-with-git/managing-remote-repositories">Managing remote repositories</a></p></li>
<li><p class="sd-card-text"><a class="reference external" href="https://tacaswell.github.io/think-like-git.html">https://tacaswell.github.io/think-like-git.html</a></p></li>
<li><p class="sd-card-text"><a class="reference external" href="https://tom.preston-werner.com/2009/05/19/the-git-parable.html">https://tom.preston-werner.com/2009/05/19/the-git-parable.html</a></p></li>
</ul>
</div>
</details></section>
<section id="create-a-dedicated-environment">
<span id="dev-environment"></span><h2><a class="toc-backref" href="#id3" role="doc-backlink">Create a dedicated environment</a><a class="headerlink" href="#create-a-dedicated-environment" title="Link to this heading">#</a></h2>
<p>You should set up a dedicated environment to decouple your Matplotlib
development from other Python and Matplotlib installations on your system.</p>
<p>The simplest way to do this is to use either Python's virtual environment
<a class="reference external" href="https://docs.python.org/3/library/venv.html">venv</a> or <a class="reference external" href="https://docs.conda.io/projects/conda/en/latest/user-guide/tasks/manage-environments.html">conda</a>.</p>
<div class="sd-tab-set docutils">
<input checked="checked" id="sd-tab-item-4" name="sd-tab-set-2" type="radio">
</input><label class="sd-tab-label" for="sd-tab-item-4">
venv environment</label><div class="sd-tab-content docutils">
<p>Create a new <a class="reference external" href="https://docs.python.org/3/library/venv.html">venv</a> environment with</p>
<div class="highlight-default notranslate"><div class="highlight"><pre><span></span><span class="n">python</span> <span class="o">-</span><span class="n">m</span> <span class="n">venv</span> <span class="o"><</span><span class="n">file</span> <span class="n">folder</span> <span class="n">location</span><span class="o">></span>
</pre></div>
</div>
<p>and activate it with one of the following</p>
<div class="highlight-default notranslate"><div class="highlight"><pre><span></span><span class="n">source</span> <span class="o"><</span><span class="n">file</span> <span class="n">folder</span> <span class="n">location</span><span class="o">>/</span><span class="nb">bin</span><span class="o">/</span><span class="n">activate</span> <span class="c1"># Linux/macOS</span>
<span class="o"><</span><span class="n">file</span> <span class="n">folder</span> <span class="n">location</span><span class="o">></span>\<span class="n">Scripts</span>\<span class="n">activate</span><span class="o">.</span><span class="n">bat</span> <span class="c1"># Windows cmd.exe</span>
<span class="o"><</span><span class="n">file</span> <span class="n">folder</span> <span class="n">location</span><span class="o">></span>\<span class="n">Scripts</span>\<span class="n">Activate</span><span class="o">.</span><span class="n">ps1</span> <span class="c1"># Windows PowerShell</span>
</pre></div>
</div>
<p>On some systems, you may need to type <code class="docutils literal notranslate"><span class="pre">python3</span></code> instead of <code class="docutils literal notranslate"><span class="pre">python</span></code>.
For a discussion of the technical reasons, see <a class="reference external" href="https://peps.python.org/pep-0394">PEP-394</a>.</p>
<p>Install the Python dependencies with</p>
<div class="highlight-default notranslate"><div class="highlight"><pre><span></span><span class="n">pip</span> <span class="n">install</span> <span class="o">-</span><span class="n">r</span> <span class="n">requirements</span><span class="o">/</span><span class="n">dev</span><span class="o">/</span><span class="n">dev</span><span class="o">-</span><span class="n">requirements</span><span class="o">.</span><span class="n">txt</span>
</pre></div>
</div>
</div>
<input id="sd-tab-item-5" name="sd-tab-set-2" type="radio">
</input><label class="sd-tab-label" for="sd-tab-item-5">
conda environment</label><div class="sd-tab-content docutils">
<p>Create a new <a class="reference external" href="https://docs.conda.io/projects/conda/en/latest/user-guide/tasks/manage-environments.html">conda</a> environment and install the Python dependencies with</p>
<div class="highlight-default notranslate"><div class="highlight"><pre><span></span><span class="n">conda</span> <span class="n">env</span> <span class="n">create</span> <span class="o">-</span><span class="n">f</span> <span class="n">environment</span><span class="o">.</span><span class="n">yml</span>
</pre></div>
</div>
<p>You can use <code class="docutils literal notranslate"><span class="pre">mamba</span></code> instead of <code class="docutils literal notranslate"><span class="pre">conda</span></code> in the above command if
you have <a class="reference external" href="https://mamba.readthedocs.io/en/latest/">mamba</a> installed.</p>
<p>Activate the environment using</p>
<div class="highlight-default notranslate"><div class="highlight"><pre><span></span><span class="n">conda</span> <span class="n">activate</span> <span class="n">mpl</span><span class="o">-</span><span class="n">dev</span>
</pre></div>
</div>
</div>
</div>
<p>Remember to activate the environment whenever you start working on Matplotlib.</p>
</section>
<section id="install-dependencies">
<h2><a class="toc-backref" href="#id4" role="doc-backlink">Install Dependencies</a><a class="headerlink" href="#install-dependencies" title="Link to this heading">#</a></h2>
<p>Most Python dependencies will be installed when <a class="reference internal" href="#dev-environment"><span class="std std-ref">setting up the environment</span></a>
but non-Python dependencies like C++ compilers, LaTeX, and other system applications
must be installed separately. For a full list, see <a class="reference internal" href="dependencies.html#dependencies"><span class="std std-ref">Dependencies</span></a>.</p>
</section>
<section id="install-matplotlib-in-editable-mode">
<h2><a class="toc-backref" href="#id5" role="doc-backlink">Install Matplotlib in editable mode</a><a class="headerlink" href="#install-matplotlib-in-editable-mode" title="Link to this heading">#</a></h2>
<p>Install Matplotlib in editable mode from the <code class="file docutils literal notranslate"><span class="pre">matplotlib</span></code> directory
using the command</p>
<div class="highlight-default notranslate"><div class="highlight"><pre><span></span><span class="n">python</span> <span class="o">-</span><span class="n">m</span> <span class="n">pip</span> <span class="n">install</span> <span class="o">-</span><span class="n">ve</span> <span class="o">.</span>
</pre></div>
</div>
<p>The 'editable/develop mode', builds everything and places links in your Python
environment so that Python will be able to import Matplotlib from your
development source directory. This allows you to import your modified version
of Matplotlib without re-installing after every change. Note that this is only
true for <code class="docutils literal notranslate"><span class="pre">*.py</span></code> files. If you change the C-extension source (which might
also happen if you change branches) you will have to re-run
<code class="docutils literal notranslate"><span class="pre">python</span> <span class="pre">-m</span> <span class="pre">pip</span> <span class="pre">install</span> <span class="pre">-ve</span> <span class="pre">.</span></code></p>
<p>If the installation is not working, please consult the <a class="reference internal" href="troubleshooting.html#troubleshooting-faq"><span class="std std-ref">troubleshooting guide</span></a>.
If the guide does not offer a solution, please reach out via <a class="reference external" href="https://gitter.im/matplotlib/matplotlib">chat</a>
or <a class="reference internal" href="contribute.html#submitting-a-bug-report"><span class="std std-ref">open an issue</span></a>.</p>
</section>
<section id="verify-the-installation">
<h2><a class="toc-backref" href="#id6" role="doc-backlink">Verify the Installation</a><a class="headerlink" href="#verify-the-installation" title="Link to this heading">#</a></h2>
<p>Run the following command to make sure you have correctly installed Matplotlib in editable mode.
The command should be run when the virtual environment is activated</p>
<div class="highlight-default notranslate"><div class="highlight"><pre><span></span><span class="n">python</span> <span class="o">-</span><span class="n">c</span> <span class="s2">"import matplotlib; print(matplotlib.__file__)"</span>
</pre></div>
</div>
<p>This command should return : <code class="docutils literal notranslate"><span class="pre"><matplotlib_local_repo>\lib\matplotlib\__init__.py</span></code></p>
<p>We encourage you to run tests and build docs to verify that the code installed correctly and that the docs build cleanly,
so that when you make code or document related changes you are aware of the existing issues beforehand.</p>
<blockquote>
<div><ul class="simple">
<li><p>Run test cases to verify installation <a class="reference internal" href="testing.html#testing"><span class="std std-ref">Testing</span></a></p></li>
<li><p>Verify documentation build <a class="reference internal" href="document.html#documenting-matplotlib"><span class="std std-ref">Write documentation</span></a></p></li>
</ul>
</div></blockquote>
</section>
<section id="install-pre-commit-hooks">
<h2><a class="toc-backref" href="#id7" role="doc-backlink">Install pre-commit hooks</a><a class="headerlink" href="#install-pre-commit-hooks" title="Link to this heading">#</a></h2>
<p><a class="reference external" href="https://pre-commit.com/">pre-commit</a> hooks save time in the review process by
identifying issues with the code before a pull request is formally opened. Most
hooks can also aide in fixing the errors, and the checks should have
corresponding <a class="reference internal" href="development_workflow.html#development-workflow"><span class="std std-ref">development workflow</span></a> and
<a class="reference internal" href="coding_guide.html#pr-guidelines"><span class="std std-ref">pull request</span></a> guidelines. Hooks are configured in
<a class="reference external" href="https://github.com/matplotlib/matplotlib/blob/main/.pre-commit-config.yaml?">.pre-commit-config.yaml</a>
and include checks for spelling and formatting, flake 8 conformity, accidentally
committed files, import order, and incorrect branching.</p>
<p>Install pre-commit hooks</p>
<div class="highlight-default notranslate"><div class="highlight"><pre><span></span><span class="n">python</span> <span class="o">-</span><span class="n">m</span> <span class="n">pip</span> <span class="n">install</span> <span class="n">pre</span><span class="o">-</span><span class="n">commit</span>
<span class="n">pre</span><span class="o">-</span><span class="n">commit</span> <span class="n">install</span>
</pre></div>
</div>
<p>Hooks are run automatically after the <code class="docutils literal notranslate"><span class="pre">git</span> <span class="pre">commit</span></code> stage of the
<a class="reference internal" href="development_workflow.html#edit-flow"><span class="std std-ref">editing workflow</span></a>. When a hook has found and fixed an error in a
file, that file must be <em>staged and committed</em> again.</p>
<p>Hooks can also be run manually. All the hooks can be run, in order as
listed in <code class="docutils literal notranslate"><span class="pre">.pre-commit-config.yaml</span></code>, against the full codebase with</p>
<div class="highlight-default notranslate"><div class="highlight"><pre><span></span><span class="n">pre</span><span class="o">-</span><span class="n">commit</span> <span class="n">run</span> <span class="o">--</span><span class="nb">all</span><span class="o">-</span><span class="n">files</span>
</pre></div>
</div>
<p>To run a particular hook manually, run <code class="docutils literal notranslate"><span class="pre">pre-commit</span> <span class="pre">run</span></code> with the hook id</p>
<div class="highlight-default notranslate"><div class="highlight"><pre><span></span><span class="n">pre</span><span class="o">-</span><span class="n">commit</span> <span class="n">run</span> <span class="o"><</span><span class="n">hook</span> <span class="nb">id</span><span class="o">></span> <span class="o">--</span><span class="nb">all</span><span class="o">-</span><span class="n">files</span>
</pre></div>
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