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41 changes: 10 additions & 31 deletions CONTRIBUTING.md
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- working in Rstudio : <https://inbo.github.io/git-course/workflow_rstudio.html>
- collaboration : <https://inbo.github.io/git-course/workflow_review.html>

# Update/add local 'moneos' folder on your pc
# 1. Update/add local 'moneos' folder on your pc

## Case 1: you already have a local (git) folder 'moneos' on your computer

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![image](https://user-images.githubusercontent.com/45075881/170995002-4847b3b7-d0c6-4aef-93c4-48b9470b032d.png)

# Open and setup the moneos project for the current year in Rstudio
# 2. Open and setup the moneos project for the current year in Rstudio

- select 'file' -\> 'open project'
- under the moneos folder, browse to the subfolder for the year of reporting (folder 'moneos_XXX' where XXX is the current year)
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- copy the file '\_.Renviron' to the folder 'moneos/moneos_XXX'
- rename the '\_.Renviron' under 'moneos/moneos_XXX' to '.Renviron' (remove the underscore '\_')
- in a text editor or in Rstudio, open the '.Renviron' file and adjust the folder paths to the paths used on your local pc
- if you are already working in Rstudio, close Rstudio and reopen it
- **Close Rstudio** and reopen it

## update the 'main' branch from github

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- `pull` ![image](https://user-images.githubusercontent.com/45075881/231096746-42c55df8-61b7-4a54-86c8-9561f2158553.png) the latest version of 'main' from github.

# Moneos chapter branch
# 3. Moneos chapter branch

- For each chapter in the moneos report use a separate branch to work in.
- In doing so you can work independently of other chapters and avoid interference between work done on different chapters.
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<img src="https://user-images.githubusercontent.com/45075881/230026926-905f1b81-51c3-452a-8c35-64dd1ca6fa61.png" alt="image" width="400"/>

# Setup chapter R(md) files
# 4. Setup chapter R(md) files

- While being in your chapter branch:
- Under the folder 'moneos/moneos_XXXcurrentYearXXX' create a subfolder for your chapter with the same name as the chapter.
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- follow the guidelines as above but use the template files in the folder 'moneos/moneos_XXXcurrentYearXXX/000_template' as a starting point.

# Working on a chapter
# 5. Working on a chapter

- The following applies both for data analysis as for writing the report.
- Make sure to be in the git branch for the chapter you want to work on.
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- You can subsequently `push` ![image](https://user-images.githubusercontent.com/45075881/231096204-e9a59481-4790-4b8f-9545-3a9132750d23.png) the changes to github from the commit window or from the main github sidepanel.

# Working in `Visual` mode
# 6. Working in `Visual` mode

- To write the chapter report, it can be useful to use the `Visual` mode in the RStudio editing panel.

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![image](https://user-images.githubusercontent.com/45075881/231726186-2f240adc-ce20-47ea-badd-ac210f3aad2b.png)

# Building the report pdf
# 7. Building the report pdf

- To build the report, go to the tab 'Build'.
- Make sure the 'pdf_report' is selected under 'build book'.
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- Don't use underscore '\_' in column names of tables.

# Merging your branch with the main branch (pull request)

- make sure you merged the latest version of the main branch (potentially comprising already merged chapters) into your chapter branch before you make a pull request
- to merge the latest version of the main branch
- see <https://inbo.github.io/git-course/workflow_review.html#Merge_changes_to_main>
- switch to the 'main' branch in Rstudio
- hit the `pull` button ![image](https://user-images.githubusercontent.com/45075881/231096746-42c55df8-61b7-4a54-86c8-9561f2158553.png)
- switch back to your chapter branch
- open the (Git) terminal and enter the command: 'git merge main'

![image](https://github.com/inbo/moneos/assets/45075881/185e1df6-6e21-4e23-b056-e04ff6472b66)

![image](https://github.com/inbo/moneos/assets/45075881/d9bae55c-098c-45a0-ba1e-77d6cfa6d5f7)

- create a pull request as explained in <https://inbo.github.io/git-course/workflow_review.html#Create_a_pull_request>
- a reviewer is mandatory to make a pull request; choose Joost Vanoverbeke as reviewer
- some checks are performed when you make a pull request. This may take a little time to finish

![image](https://user-images.githubusercontent.com/45075881/171813020-738149a3-cb49-4e66-818d-77979a42e415.png)\
![image](https://user-images.githubusercontent.com/45075881/171812792-974b89a7-fa56-48cf-ab1b-2a7b41b1494c.png)

# Reviewing
# 8. Reviewing

## Reviewing a chapter

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- after checking and further editing the reviewed chapter, follow the instructions to commit and push your changes to github

# Avoiding GIT conflicts
# 9. Avoiding GIT conflicts

- In the first phase, only work in your own branch and on your own chapter (chapter directory and chapter `.Rmd` files)
- if contribution to another chapter is needed
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