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Contributing

We follow a code of conduct when participating in the community. Please read it before you make any contributions.

  • If you plan to work on an issue, mention so in the issue page before you start working on it.
  • If you plan to work on a new feature, create an issue and discuss it with other community members/maintainers.
  • Ask for help in our community room.

Ways to contribute

  • Stars on GitHub: If you're a refine user and enjoy using our platform, don't forget to star it on GitHub! 🌟
  • Improve documentation: Good documentation is imperative to the success of any project. You can make our documents the best they need to be by improving their quality or adding new ones.
  • Give feedback: We're always looking for ways to make refine better, please share how you use refine, what features are missing and what is done good via GitHub Discussions or Discord.
  • Share refine: Help us reach people. Share refine repository with everyone who can be interested.
  • Contribute to codebase: your help is needed to make this project the best it can be! You could develop new features or fix existing issues - every contribution will be welcomed with great pleasure!

Commit convention

refine is a monorepo. For a monorepo, commit messages are essential to keep everything clear. We use conventional commits to keep our commit messages consistent and easy to understand.

<type>(optional scope): <description>

Examples:

  • feat: allow provided config object to extend other configs
  • fix: array parsing issue when multiple spaces were contained in string
  • docs: correct spelling of CHANGELOG

Git branches

  • next – contains next version (1.x.0), most likely you would want to create a PR to this branch
  • master – current stable version

Changeset

Changesets are designed to make your workflows easier, by allowing the person making contributions to make key decisions when they are making their contribution. Changesets hold two key bits of information: a version type (following semver), and change information to be added to a changelog.

Follow the steps below to create a changeset:

npm run changeset

After that you need to,

  • select the package(s) you are modifying
  • choose one of major/patch/minor according to your change
  • some explanation about the changes

and then you are done!

Running in development mode

node version 16 is required.

This project has multiple packages and uses Lerna to manage packages under packages/.

First, install dependencies:

npm install

From now on, depending on the packages you plan to work on, (they are located under packages/ and examples/ directories - see lerna.json) you will need to bootstrap them and start them in watch mode. Instead of running lerna bootstrap directly, read on to see how refine team handles it.

Refer to lerna docs to learn more about it.

Refer to lerna docs to learn more about lerna bootstrap.

Starting the packages you work in watch mode

You can either bootstrap all packages or only the packages you plan to work on.

To bootstrap all packages (all packages under /examples and under /packages whose names start with @pankod/refine*), you should run:

npm run bootstrap

To bootstrap the specific packages/examples only (all packages under /packages whose names start with @pankod/refine* and specified packages):

npm run bootstrap -- --scope refine-use-select-example

Refer to lerna docs to learn more about scope flag.

npm run bootstrap command bootstraps all packages whose name start with @pankod/refine* and all packages under /examples. If you add filters with --scope flag, you can avoid bootstrapping all packages under /examples.

At this point, all/required packages are bootstrapped. Now you can start the packages you plan to work on in development mode. If you don't want to start all packages in development mode, you should filter them:

npm run build
npm run start -- --scope @pankod/refine-core --scope @pankod/refine-antd --scope refine-use-select-example

This command starts the example named refine-use-select-example in dev mode. The value of the flag --scope is the name that is defined in it's package.json file. Note that --scope flag should be used for every package that should be filtered. If you should start two packages:

Now all filtered packages are running in watch mode. They should re-compile when you make a change in any of them.

Starting documentation in watch mode

Our documentation is built with Docusaurus. To start it in development mode, run:

cd documentation
npm install
DISABLE_DOCGEN=true npm run start
tip

DISABLE_DOCGEN is set to true to skip generate type documentation for the packages. If you want to generate documentation for the packages, you can set it to false.

Docgen plugin and Props Table

If you are working on type generation and props tables for specific packages, you can use INCLUDED_PACKAGES environment variable to run the scripts for only the packages you are working on by providing comma delimited list of package directories.

For example, if you are working on @pankod/refine-antd and @pankod/refine-core packages, which are located under packages/antd and packages/core directories, you can run the following command to generate type documentation for only these packages:

INCLUDED_PACKAGES=antd,core npm run start

To use <PropsTable /> component, you should pass module prop as string to the component in form of @pankod/refine-antd/MyComponent.

<PropsTable module="@pankod/refine-antd/Create" />

Running tests

npm run test command runs tests for all packages. If you're working on a package (e.g. /packages/core), you can run tests only for that package:

cd packages/core
npm run test

Or you can do it for a specific file:

npm run test -- /src/hooks/export/index.spec.ts

Also, to run a specific file's tests in watch mode:

npm run test -- --watch /src/hooks/export/index.spec.ts

Get coverage report for that file:

npm run test -- --coverage /src/hooks/export/index.spec.ts

When you run the command that produces coverage report, go to /coverage/lcov-report/index.html file to see coverage results. If you run this command in /packages/core directory, then coverage report will be generated in /packages/core/coverage.

Please make sure you contribute well tested code.

Creating Live Previews in Documentation

We're using live previews powered with react-live to demonstrate our components and logic with refine running at full functionality. To create a live preview, you should add live property to your code blocks in markdown files.

tip

You can use import statements to show them in the code block but they will be ignored when running the code. Instead all import statements related to refine will be converted into object destructures and prepended into code. This will allow you to do the import in the visible part of the code and also use them before the import statements. Check out Defined Scope section to learn more about the available packages and variables.

info

Refine Live Previews has an independent package apart from the documentation and the previews are rendered through this package via iframe. @pankod/refine-live-previews runs on 3030 port by default and the fallback value for LIVE_PREVIEW_URL is set to http://localhost:3030 for development purposes. If you want to run both the previews package and the documentation at the same time, use npm run start:doc command.

Properties

You can use the following properties to adjust your live blocks:

PropertyDescriptionDefault
hideCodeAdds titlefalse
disableScrollDisables the scroll in the previewfalse
previewHeightHeight of the preview400px
urlURL to be shown in the header of the previewhttp://localhost:3000

Hiding Boilerplate Code

There are two ways to hide/show code sections in your live code blocks; either you can wrap your visible code to // visible-block-start and // visible-block-end comments, or you can use // hide-next-line, // hide-start and // hide-end comments. You can use both of them in the same code block.

// visible-block-start and // visible-block-end

This wrapper can be used to show only the desired part of the code in the code block and will not affect the live preview. Copy code button will only copy the code inside this block. This is the recommended way to hide boilerplate/unwanted code.

// hide-next-line and // hide-start and // hide-end

These magic comments will hide the next line or the wrapped code block. You can use these to hide the code that you want to show in the code blocks. These will also not affect the live preview but those lines will be copied with the copy button. Use these to hide the required code pieces for the live preview but are out of scope for the example. Such as while showing how a property of a component works in live preview, you can hide the required but not relevant props.

Rendering the Preview

To render the live preview you should call the render function with your component. render function is specific to react-live and it will render the preview in the browser; therefore not needed to be visible in the codeblock, it's recommended to leave the render part outside of the // visible-block wrapper.

Example Usage

```tsx live hideCode url=http://localhost:3000/posts/create
// You can use object destructuring to import the necessary functions and components which you don't want to show in the code block.
const { CreateButton } = RefineAntd;

interface ICategory {
id: number;
title: string;
}

interface IPost {
id: number;
title: string;
content: string;
status: "published" | "draft" | "rejected";
category: { id: number };
}

// visible-block-start
// Import statements will be replaced with the object destructuring but visible code block will not be affected.
import {
Create,
Form,
Input,
Select,
useForm,
useSelect,
} from "@pankod/refine-antd";

const PostCreate: React.FC = () => {
const { formProps, saveButtonProps } = useForm<IPost>();

const { selectProps: categorySelectProps } = useSelect<ICategory>({
resource: "categories",
});

return (
<Create saveButtonProps={saveButtonProps}>
<Form {...formProps} layout="vertical">
<Form.Item
label="Title"
name="title"
rules={[
{
required: true,
},
]}
>
<Input />
</Form.Item>
<Form.Item
label="Category"
name={["category", "id"]}
rules={[
{
required: true,
},
]}
>
<Select {...categorySelectProps} />
</Form.Item>
<Form.Item
label="Status"
name="status"
rules={[
{
required: true,
},
]}
>
<Select
options={[
{
label: "Published",
value: "published",
},
{
label: "Draft",
value: "draft",
},
{
label: "Rejected",
value: "rejected",
},
]}
/>
</Form.Item>
</Form>
</Create>
);

};
// visible-block-end

// This part is required to render the preview.
render(
<RefineAntdDemo
initialRoutes={["/posts/create"]}
resources={[
{
name: "posts",
list: () => (
<div>
<p>This page is empty.</p>
<CreateButton />
</div>
),
create: PostCreate,
},
]}
/>,
);
```;

Result

http://localhost:3000/posts/create
Live previews only work with the latest documentation.
// Import statements will be replaced with the object destructuring but visible code block will not be affected.
import {
Create,
Form,
Input,
Select,
useForm,
useSelect,
} from "@pankod/refine-antd";

const PostCreate: React.FC = () => {
const { formProps, saveButtonProps } = useForm<IPost>();

const { selectProps: categorySelectProps } = useSelect<ICategory>({
resource: "categories",
});

return (
<Create saveButtonProps={saveButtonProps}>
<Form {...formProps} layout="vertical">
<Form.Item
label="Title"
name="title"
rules={[
{
required: true,
},
]}
>
<Input />
</Form.Item>
<Form.Item
label="Category"
name={["category", "id"]}
rules={[
{
required: true,
},
]}
>
<Select {...categorySelectProps} />
</Form.Item>
<Form.Item
label="Status"
name="status"
rules={[
{
required: true,
},
]}
>
<Select
options={[
{
label: "Published",
value: "published",
},
{
label: "Draft",
value: "draft",
},
{
label: "Rejected",
value: "rejected",
},
]}
/>
</Form.Item>
</Form>
</Create>
);
};

Defined Scope

VariableDescription
ReactReact 17
RefineCore@pankod/refine-core
RefineSimpleRest@pankod/refine-simple-rest
RefineAntd@pankod/refine-antd
RefineMui@pankod/refine-mui
RefineMantine@pankod/refine-mantine
RefineReactRouterV6@pankod/refine-react-router-v6
RefineReactHookForm@pankod/refine-react-hook-form
RefineReactTable@pankod/refine-react-table
RefineHeadlessDemoPredefined <Refine/> component with simple-rest and react-router-v6 props for easier use
RefineMuiDemoPredefined <Refine/> component with Material UI, simple-rest and react-router-v6 props for easier use
RefineAntdDemoPredefined <Refine/> component with Ant Design, simple-rest and react-router-v6 props for easier use
setInitialRoutesFor live previews, we use MemoryRouter from react-router-v6 and to set the initial entries of the history, you can use this function.
setRefinePropsFor live previews, you may need to set some props to <Refine /> component that are unrelated to the code block you're writing. In those cases, you can use setRefinProps outside of the visible code block to set props or override the existing props.
tip

Demo components are recommended to be used whenever possible to avoid unnecessary configuration at every code block. They are equipped with the refine-react-router-v6 setup with MemoryRouter, refine-simple-rest data provider and the preferred UI Integration.

info

Refine component from RefineCore has the default prop reactQueryDevtoolConfig set to false to disable the React Query Dev Tools since it doesn't work with the production version of the React.

info

setInitialRoutes is a function to set the initial routes of the preview for @pankod/refine-react-router-v6 using MemoryRouter. This function takes one argument initialRoutes which is an array of routes to be rendered initially. For example, if your component is rendered at /posts/create, you can pass ["/posts/create"] as the argument.

tip

Make sure you use setInitialRoutes function before rendering the <Refine/> component. Otherwise, MemoryRouter will not be able to set the initial routes. For some cases, you might find setting initialRoutes prop of demo <Refine/> (RefineHeadlessDemo, RefineMuiDemo and RefineAntdDemo) components easier. There's no difference between the two approaches.

tip

setRefineProps is a function to set additional props to <Refine /> or override existing props of <Refine />. Make sure you don't conflict with the props you set in the visible block while overriding; which may cause unwanted results.