Documentation Guidelines

SecureDrop’s documentation is available at https://docs.securedrop.org. It is written in reStructuredText (reST), and is built by and hosted on Read the Docs (RTD). The documentation files are stored in the docs/ directory of the SecureDrop docs repository.

Integration with Read the Docs

Note

SecureDrop maintains two versions of documentation: stable and latest. stable is the default used by our Read the Docs site, and is built from our latest signed git tag. latest is built from the head of the main git branch of the securedrop-docs repository. In almost all cases involving development work, you’ll want to make sure you have the latest version selected by using the menu in the bottom left corner of the Read the Docs site.

Updating Documentation

To get started editing the docs:

1. Enable LFS:

   The SecureDrop docs repository stores binaries such as screenshots via Git Large File Storage (LFS). If not already present, install Git LFS by following the install guide.

2. Clone the SecureDrop documentation repository:

   git clone https://github.com/freedomofpress/securedrop-docs.git
   

3. Install the dependencies:

   Note

   You can install, upgrade, and remove Python packages using pip, the Python package installer. By default, pip will attempt to install packages system-wide. Use venv or virtualenv to avoid installing Python packages globally and to isolate the installation of dependencies of a specific application.

   Run the command python3 -m venv .venv to create and manage your virtual environment. To begin using the virtual environment, use the command source .venv/bin/activate to activate.

   You can also use virtualenvwrapper which provides the mkvirtualenv shell function and is a set of extensions to the virtualenv tool. The extensions include wrappers for creating and deleting virtual environments and otherwise managing your development workflow.

   pip install --require-hashes -r requirements/requirements.txt
   

4. Build the docs for viewing in your web browser:

   make docs
   

   You can then preview the documentation at http://127.0.0.1:8000. Navigate to the docs/ directory to make changes to the documentation rendered on https://docs.securedrop.org. The documentation pages will automatically rebuild in the browser window, as you make changes; you don’t need to refresh the page manually.

   After performing lint checks, open a PR against the main branch of the SecureDrop docs repository.

Testing Documentation Changes

You can check for formatting violations by running the linting option:

make docs-lint

The make docs command will display warnings if mistakes are found, but will still build the documentation. Using make docs-lint will convert any warnings to errors, causing the build to fail.

To test the documentation for broken links, run the following command from a reliable internet connection:

make docs-linkcheck

Project maintainers will need to approve the PR before it can be merged.

Note

It is generally good practice to maintain a clean git history by reducing the number of commits to a reasonable minimum. You can do this by squashing closely related commits through an interactive rebase once your PR is close to being merged. If you are unfamiliar with how to squash commits with rebase, check out this blog post.

If you would like a project maintainer to help you with squashing commits in a PR, please don’t hesitate to leave a comment requesting assistance.

Pushing to a contributor fork

As a maintainer, you can push directly to a contributor fork, as long as there is an active Pull Request corresponding to the branch you are pushing to, and you have added the contributor remote with authentication enabled (i.e. the url value in .git/config starts with git@github.com).

In addition, to avoid encountering a permission error with LFS file locking, you have to disable lock verification for the contributor fork:

git config 'lfs.https://github.com/<contributor>/securedrop-docs/info/lfs.locksverify' false

Updating Screenshots

The user guides for SecureDrop contain screenshots of the web applications. To update these screenshots automatically you can run this command from within your main SecureDrop repository checkout:

DOCS_REPO_DIR=/path/to/docs make update-user-guides

This will generate screenshots for each page in the web application and copy them to the folder docs/images/manual/screenshots in your documentation repository checkout, where they will replace the existing screenshots. Stage for commit any screenshots you wish to update. If you wish to update all screenshots, simply stage for commit all changed files in that directory.

Style Guide

Please see the reStructuredText Primer by the Sphinx project as a reference for writing in the markup language used for this documentation.

Code Blocks

Ensure that example commands in codeblocks are easy to copy and paste. Do not prepend the $ shell prompt indicator to example commands:

echo hello

In the context of a terminal session with both typed commands and printed output text, use $ before the typed commands:

$ echo hello
hello
$ echo sunshine
sunshine

Date Format

Follow AP guidelines for formatting dates. Don’t use the ISO format for adding dates to the documentation.

To avoid confusion, format dates in the documentation as Month_Name Day, Year:

October 13, 2020

not

13 October, 2020
13/10/2020
10/13/2020
10/13/20
2020-10-13
2020-Oct-13

File Paths

Cloning the SecureDrop git repository creates a directory called securedrop. This securedrop directory also contains a securedrop subdirectory for app code.

 .
 ├── securedrop
 │   │
 │  ...
 │   ├── securedrop
... ...

To avoid confusion, paths to files anywhere inside the SecureDrop git repository should be written as ./some_dir/file, where . is the top level directory of the SecureDrop repo.

Use absolute paths when refering to files outside the SecureDrop repository: /usr/local/bin/tor-browser.

Glossary

Text taken directly from a user interface is in bold face.

“Once you’re sure you have the right drive, click Format Drive.”

SecureDrop-specific glossary is in italics.

“To get started, you’ll need two Tails drives: one for the Admin Workstation and one for the Secure Viewing Station.”

When referring to virtual machines in the development environment, use lowercase for the name:

app-staging VM

Line Wrapping

Lines in the plain-text documentation files should wrap at 80 characters. (Some exceptions: complex code blocks showing example commands, or long URLs.)

Usage and Style

To avoid confusion, lists should include the “Oxford comma”:

“You will need an email address, a public GPG key for that address, and the fingerprint for that key.”

Capitalize all section headings in title case:

Before You Begin
================

Read the Docs
-------------

not

Before you begin
================

Read the docs
-------------