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<section id="bug-triaging-and-issue-curation">
<span id="bug-triaging"></span><h1>Bug triaging and issue curation<a class="headerlink" href="#bug-triaging-and-issue-curation" title="Link to this heading">#</a></h1>
<p>The <a class="reference external" href="https://github.com/matplotlib/matplotlib/issues">issue tracker</a>
is important to communication in the project because it serves as the
centralized location for making feature requests, reporting bugs,
identifying major projects to work on, and discussing priorities. For
this reason, it is important to curate the issue list, adding labels
to issues and closing issues that are resolved or unresolvable.</p>
<p>Triaging issues does not require any particular expertise in the
internals of Matplotlib, is extremely valuable to the project, and we
welcome anyone to participate in issue triage! However, people who
are not part of the Matplotlib organization do not have <a class="reference external" href="https://docs.github.com/en/organizations/managing-access-to-your-organizations-repositories/repository-permission-levels-for-an-organization">permissions
to change milestones, add labels, or close issue</a>.
If you do not have enough GitHub permissions do something (e.g. add a
label, close an issue), please leave a comment with your
recommendations!</p>
<section id="working-on-issues-to-improve-them">
<h2>Working on issues to improve them<a class="headerlink" href="#working-on-issues-to-improve-them" title="Link to this heading">#</a></h2>
<p>Improving issues increases their chances of being successfully resolved.
Guidelines on submitting good issues can be found <a class="reference internal" href="contribute.html#submitting-a-bug-report"><span class="std std-ref">here</span></a>.
A third party can give useful feedback or even add
comments on the issue.
The following actions are typically useful:</p>
<ul class="simple">
<li><p>documenting issues that are missing elements to reproduce the problem
such as code samples</p></li>
<li><p>suggesting better use of code formatting (e.g. triple back ticks in the
markdown).</p></li>
<li><p>suggesting to reformulate the title and description to make them more
explicit about the problem to be solved</p></li>
<li><p>linking to related issues or discussions while briefly describing
how they are related, for instance "See also #xyz for a similar
attempt at this" or "See also #xyz where the same thing was
reported" provides context and helps the discussion</p></li>
<li><p>verifying that the issue is reproducible</p></li>
<li><p>classify the issue as a feature request, a long standing bug or a
regression</p></li>
</ul>
<aside class="topic">
<p class="topic-title">Fruitful discussions</p>
<p>Online discussions may be harder than it seems at first glance, in
particular given that a person new to open-source may have a very
different understanding of the process than a seasoned maintainer.</p>
<p>Overall, it is useful to stay positive and assume good will. <a class="reference external" href="http://gael-varoquaux.info/programming/technical-discussions-are-hard-a-few-tips.html">The
following article</a>
explores how to lead online discussions in the context of open source.</p>
</aside>
</section>
<section id="triage-team">
<span id="id1"></span><h2>Triage team<a class="headerlink" href="#triage-team" title="Link to this heading">#</a></h2>
<p>If you would like to join the triage team:</p>
<ol class="arabic simple">
<li><p>Correctly triage 2-3 issues.</p></li>
<li><p>Ask someone on in the Matplotlib organization (publicly or privately) to
recommend you to the triage team (look for "Member" on the top-right of
comments on GitHub). If you worked with someone on the issues triaged, they
would be a good person to ask.</p></li>
<li><p>Responsibly exercise your new power!</p></li>
</ol>
<p>Anyone with commit or triage rights may nominate a user to be invited to join
the triage team by emailing <a class="reference external" href="mailto:matplotlib-steering-council%40numfocus.org">matplotlib-steering-council<span>@</span>numfocus<span>.</span>org</a> .</p>
</section>
<section id="triaging-operations-for-members-of-the-core-and-triage-teams">
<h2>Triaging operations for members of the core and triage teams<a class="headerlink" href="#triaging-operations-for-members-of-the-core-and-triage-teams" title="Link to this heading">#</a></h2>
<p>In addition to the above, members of the core team and the triage team
can do the following important tasks:</p>
<ul class="simple">
<li><p>Update labels for issues and PRs: see the list of <a class="reference external" href="https://github.com/matplotlib/matplotlib/labels">available GitHub
labels</a>.</p></li>
<li><p>Triage issues:</p>
<ul>
<li><p><strong>reproduce the issue</strong>, if the posted code is a bug label the issue
with "status: confirmed bug".</p></li>
<li><p><strong>identify regressions</strong>, determine if the reported bug used to
work as expected in a recent version of Matplotlib and if so
determine the last working version. Regressions should be
milestoned for the next bug-fix release and may be labeled as
"Release critical".</p></li>
<li><p><strong>close usage questions</strong> and politely point the reporter to use
<a class="reference external" href="https://discourse.matplotlib.org">discourse</a> or Stack Overflow
instead and label as "community support".</p></li>
<li><p><strong>close duplicate issues</strong>, after checking that they are
indeed duplicate. Ideally, the original submitter moves the
discussion to the older, duplicate issue</p></li>
<li><p><strong>close issues that cannot be replicated</strong>, after leaving time (at
least a week) to add extra information</p></li>
</ul>
</li>
</ul>
<aside class="topic">
<p class="topic-title">Closing issues: a tough call</p>
<p>When uncertain on whether an issue should be closed or not, it is
best to strive for consensus with the original poster, and possibly
to seek relevant expertise. However, when the issue is a usage
question or has been considered as unclear for many years, then it
should be closed.</p>
</aside>
</section>
<section id="a-typical-workflow-for-triaging-issues">
<span id="triage-workflow"></span><h2>A typical workflow for triaging issues<a class="headerlink" href="#a-typical-workflow-for-triaging-issues" title="Link to this heading">#</a></h2>
<p>The following workflow <a class="footnote-reference brackets" href="#id3" id="id2" role="doc-noteref"><span class="fn-bracket">[</span>1<span class="fn-bracket">]</span></a> is a good way to approach issue triaging:</p>
<ol class="arabic">
<li><p>Thank the reporter for opening an issue</p>
<p>The issue tracker is many people’s first interaction with the
Matplotlib project itself, beyond just using the library. As such,
we want it to be a welcoming, pleasant experience.</p>
</li>
<li><p>Is this a usage question? If so close it with a polite message.</p></li>
<li><p>Is the necessary information provided?</p>
<p>Check that the poster has filled in the issue template. If crucial
information (the version of Python, the version of Matplotlib used,
the OS, and the backend), is missing politely ask the original
poster to provide the information.</p>
</li>
<li><p>Is the issue minimal and reproducible?</p>
<p>For bug reports, we ask that the reporter provide a minimal
reproducible example. See <a class="reference external" href="https://matthewrocklin.com/blog/work/2018/02/28/minimal-bug-reports">this useful post</a>
by Matthew Rocklin for a good explanation. If the example is not
reproducible, or if it's clearly not minimal, feel free to ask the reporter
if they can provide an example or simplify the provided one.
Do acknowledge that writing minimal reproducible examples is hard work.
If the reporter is struggling, you can try to write one yourself.</p>
<p>If a reproducible example is provided, but you see a simplification,
add your simpler reproducible example.</p>
<p>If you cannot reproduce the issue, please report that along with your
OS, Python, and Matplotlib versions.</p>
<p>If we need more information from either this or the previous step
please label the issue with "status: needs clarification".</p>
</li>
<li><p>Is this a regression?</p>
<p>While we strive for a bug-free library, regressions are the highest
priority. If we have broken user-code that <em>used to</em> work, we should
fix that in the next patch release!</p>
<p>Try to determine when the regression happened by running the
reproduction code against older versions of Matplotlib. This can
be done by released versions of Matplotlib (to get the version it
last worked in) or by using <a class="reference external" href="https://git-scm.com/docs/git-bisect">git bisect</a> to find the first commit
where it was broken.</p>
</li>
<li><p>Is this a duplicate issue?</p>
<p>We have many open issues. If a new issue seems to be a duplicate,
point to the original issue. If it is a clear duplicate, or consensus
is that it is redundant, close it. Make sure to still thank the
reporter, and encourage them to chime in on the original issue, and
perhaps try to fix it.</p>
<p>If the new issue provides relevant information, such as a better or
slightly different example, add it to the original issue as a comment
or an edit to the original post.</p>
<p>Label the closed issue with "status: duplicate"</p>
</li>
<li><p>Make sure that the title accurately reflects the issue. If you have the
necessary permissions edit it yourself if it's not clear.</p></li>
<li><p>Add the relevant labels, such as "Documentation" when the issue is
about documentation, "Bug" if it is clearly a bug, "New feature" if it
is a new feature request, ...</p>
<p>If the issue is clearly defined and the fix seems relatively
straightforward, label the issue as “Good first issue” (and
possibly a description of the fix or a hint as to where in the
code base to look to get started).</p>
<p>An additional useful step can be to tag the corresponding module e.g.
the "GUI/Qt" label when relevant.</p>
</li>
</ol>
<aside class="footnote-list brackets">
<aside class="footnote brackets" id="id3" role="doc-footnote">
<span class="label"><span class="fn-bracket">[</span><a role="doc-backlink" href="#id2">1</a><span class="fn-bracket">]</span></span>
<p>Adapted from the pandas project <a class="reference external" href="https://pandas.pydata.org/docs/development/maintaining.html">maintainers guide</a> and
<a class="reference external" href="https://scikit-learn.org/dev/developers/bug_triaging.html">the scikit-learn project</a> .</p>
</aside>
</aside>
</section>
<section id="working-on-prs-to-help-review">
<h2>Working on PRs to help review<a class="headerlink" href="#working-on-prs-to-help-review" title="Link to this heading">#</a></h2>
<p>Reviewing code is also encouraged. Contributors and users are welcome to
participate to the review process following our <a class="reference internal" href="coding_guide.html#pr-guidelines"><span class="std std-ref">review guidelines</span></a>.</p>
</section>
<section id="acknowledgments">
<h2>Acknowledgments<a class="headerlink" href="#acknowledgments" title="Link to this heading">#</a></h2>
<p>This page is lightly adapted from <a class="reference external" href="https://scikit-learn.org/dev/developers/bug_triaging.html">the scikit-learn project</a> .</p>
</section>
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