22 KiB
Documentation styleguide
This styleguide recommends best practices to improve documentation and to keep it organized and easy to find.
See also writing documentation.
Location and naming of documents
Note: These guidelines derive from the discussion taken place in issue #3349.
The documentation hierarchy can be vastly improved by providing a better layout and organization of directories.
Having a structured document layout, we will be able to have meaningful URLs
like docs.gitlab.com/user/project/merge_requests.html
. With this pattern,
you can immediately tell that you are navigating a user related documentation
and is about the project and its merge requests.
The table below shows what kind of documentation goes where.
Directory | What belongs here |
---|---|
doc/user/ |
User related documentation. Anything that can be done within the GitLab UI goes here including /admin . |
doc/administration/ |
Documentation that requires the user to have access to the server where GitLab is installed. The admin settings that can be accessed via GitLab's interface go under doc/user/admin_area/ . |
doc/api/ |
API related documentation. |
doc/development/ |
Documentation related to the development of GitLab. Any styleguides should go here. |
doc/legal/ |
Legal documents about contributing to GitLab. |
doc/install/ |
Probably the most visited directory, since installation.md is there. Ideally this should go under doc/administration/ , but it's best to leave it as-is in order to avoid confusion (still debated though). |
doc/update/ |
Same with doc/install/ . Should be under administration/ , but this is a well known location, better leave as-is, at least for now. |
doc/topics/ |
Indexes per Topic (doc/topics/topic-name/index.md ): all resources for that topic (user and admin documentation, articles, and third-party docs) |
doc/articles/ |
Technical Articles: user guides, admin guides, technical overviews, tutorials (doc/articles/article-title/index.md ). |
General rules:
- The correct naming and location of a new document, is a combination of the relative URL of the document in question and the GitLab Map design that is used for UX purposes (source, image).
- When creating a new document and it has more than one word in its name,
make sure to use underscores instead of spaces or dashes (
-
). For example, a proper naming would beimport_projects_from_github.md
. The same rule applies to images. - There are four main directories,
user
,administration
,api
anddevelopment
. - The
doc/user/
directory has five main subdirectories:project/
,group/
,profile/
,dashboard/
andadmin_area/
.doc/user/project/
should contain all project related documentation.doc/user/group/
should contain all group related documentation.doc/user/profile/
should contain all profile related documentation. Every page you would navigate under/profile
should have its own document, i.e.account.md
,applications.md
,emails.md
, etc.doc/user/dashboard/
should contain all dashboard related documentation.doc/user/admin_area/
should contain all admin related documentation describing what can be achieved by accessing GitLab's admin interface (not to be confused withdoc/administration
where server access is required).- Every category under
/admin/application_settings
should have its own document located atdoc/user/admin_area/settings/
. For example, the Visibility and Access Controls category should have a document located atdoc/user/admin_area/settings/visibility_and_access_controls.md
.
- Every category under
- The
doc/topics/
directory holds topic-related technical content. Createdoc/topics/topic-name/subtopic-name/index.md
when subtopics become necessary. General user- and admin- related documentation, should be placed accordingly. - For technical articles, place their images under
doc/articles/article-title/img/
.
If you are unsure where a document should live, you can ping @axil
in your
merge request.
Text
- Split up long lines, this makes it much easier to review and edit. Only double line breaks are shown as a full line break in GitLab markdown. 80-100 characters is a good line length
- Make sure that the documentation is added in the correct directory and that there's a link to it somewhere useful
- Do not duplicate information
- Be brief and clear
- Unless there's a logical reason not to, add documents in alphabetical order
- Write in US English
- Use single spaces instead of double spaces
Formatting
- Use dashes (
-
) for unordered lists instead of asterisks (*
) - Use the number one (
1
) for ordered lists - Use underscores (
_
) to mark a word or text in italics - Use double asterisks (
**
) to mark a word or text in bold - When using lists, prefer not to end each item with a period. You can use them if there are multiple sentences, just keep the last sentence without a period
Headings
- Add only one H1 title in each document, by adding
#
at the beginning of it (when using markdown). For subheadings, use##
,###
and so on - Avoid putting numbers in headings. Numbers shift, hence documentation anchor links shift too, which eventually leads to dead links. If you think it is compelling to add numbers in headings, make sure to at least discuss it with someone in the Merge Request
- Avoid adding things that show ephemeral statuses. For example, if a feature is considered beta or experimental, put this info in a note, not in the heading.
- When introducing a new document, be careful for the headings to be
grammatically and syntactically correct. It is advised to mention one or all
of the following GitLab members for a review:
@axil
,@rspeicher
,@marcia
. This is to ensure that no document with wrong heading is going live without an audit, thus preventing dead links and redirection issues when corrected - Leave exactly one newline after a heading
Links
- If a link makes the paragraph to span across multiple lines, do not use
the regular Markdown approach:
[Text](https://example.com)
. Instead use[Text][identifier]
and at the very bottom of the document add:[identifier]: https://example.com
. This is another way to create Markdown links which keeps the document clear and concise. Bonus points if you also add an alternative text:[identifier]: https://example.com "Alternative text"
that appears when hovering your mouse on a link
Linking to inline docs
Sometimes it's needed to link to the built-in documentation that GitLab provides
under /help
. This is normally done in files inside the app/views/
directory
with the help of the help_page_path
helper method.
In its simplest form, the HAML code to generate a link to the /help
page is:
= link_to 'Help page', help_page_path('user/permissions')
The help_page_path
contains the path to the document you want to link to with
the following conventions:
- it is relative to the
doc/
directory in the GitLab repository - the
.md
extension must be omitted - it must not end with a slash (
/
)
Below are some special cases where should be used depending on the context. You can combine one or more of the following:
-
Linking to an anchor link. Use
anchor
as part of thehelp_page_path
method:= link_to 'Help page', help_page_path('user/permissions', anchor: 'anchor-link')
-
Opening links in a new tab. This should be the default behavior:
= link_to 'Help page', help_page_path('user/permissions'), target: '_blank'
-
Linking to a circle icon. Usually used in settings where a long description cannot be used, like near checkboxes. You can basically use any font awesome icon, but prefer the
question-circle
:= link_to icon('question-circle'), help_page_path('user/permissions')
-
Using a button link. Useful in places where text would be out of context with the rest of the page layout:
= link_to 'Help page', help_page_path('user/permissions'), class: 'btn btn-info'
-
Underlining a link.
= link_to 'Help page', help_page_path('user/permissions'), class: 'underlined-link'
-
Using links inline of some text.
Description to #{link_to 'Help page', help_page_path('user/permissions')}.
-
Adding a period at the end of the sentence. Useful when you don't want the period to be part of the link:
= succeed '.' do Learn more in the = link_to 'Help page', help_page_path('user/permissions')
Images
- Place images in a separate directory named
img/
in the same directory where the.md
document that you're working on is located. Always prepend their names with the name of the document that they will be included in. For example, if there is a document calledtwitter.md
, then a valid image name could betwitter_login_screen.png
. [Exception: images for articles should be put in a directory calledimg
underneath/articles/article_title/img/
, therefore, there's no need to prepend the document name to their filenames.] - Images should have a specific, non-generic name that will differentiate them.
- Keep all file names in lower case.
- Consider using PNG images instead of JPEG.
- Compress all images with https://tinypng.com/ or similar tool.
- Compress gifs with https://ezgif.com/optimize or similar toll.
- Images should be used (only when necessary) to illustrate the description of a process, not to replace it.
Inside the document:
- The Markdown way of using an image inside a document is:
![Proper description what the image is about](img/document_image_title.png)
- Always use a proper description for what the image is about. That way, when a browser fails to show the image, this text will be used as an alternative description
- If there are consecutive images with little text between them, always add
three dashes (
---
) between the image and the text to create a horizontal line for better clarity - If a heading is placed right after an image, always add three dashes (
---
) between the image and the heading
Notes
-
Notes should be quoted with the word
Note:
being bold. Use this form:>**Note:** This is something to note.
which renders to:
Note: This is something to note.
If the note spans across multiple lines it's OK to split the line.
New features
-
Every piece of documentation that comes with a new feature should declare the GitLab version that feature got introduced. Right below the heading add a note:
> Introduced in GitLab 8.3.
-
If possible every feature should have a link to the MR that introduced it. The above note would be then transformed to:
> [Introduced][ce-1242] in GitLab 8.3.
, where the link identifier is named after the repository (CE) and the MR number.
-
If the feature is only in GitLab Enterprise Edition, don't forget to mention it, like:
> Introduced in GitLab Enterprise Edition 8.3.
Otherwise, leave this mention out.
References
-
GitLab Restart: There are many cases that a restart/reconfigure of GitLab is required. To avoid duplication, link to the special document that can be found in
doc/administration/restart_gitlab.md
. Usually the text will read like:Save the file and [reconfigure GitLab](../administration/restart_gitlab.md) for the changes to take effect.
If the document you are editing resides in a place other than the GitLab CE/EE
doc/
directory, instead of the relative link, use the full path:http://docs.gitlab.com/ce/administration/restart_gitlab.html
. Replacereconfigure
withrestart
where appropriate.
Installation guide
- Ruby: In step 2 of the installation guide, we install Ruby from source. Whenever there is a new version that needs to be updated, remember to change it throughout the codeblock and also replace the sha256sum (it can be found in the downloads page of the Ruby website).
Changing document location
Changing a document's location is not to be taken lightly. Remember that the
documentation is available to all installations under help/
and not only to
GitLab.com or http://docs.gitlab.com. Make sure this is discussed with the
Documentation team beforehand.
If you indeed need to change a document's location, do NOT remove the old document, but rather put a text in it that points to the new location, like:
This document was moved to [path/to/new_doc.md](path/to/new_doc.md).
where path/to/new_doc.md
is the relative path to the root directory doc/
.
For example, if you were to move doc/workflow/lfs/lfs_administration.md
to
doc/administration/lfs.md
, then the steps would be:
-
Copy
doc/workflow/lfs/lfs_administration.md
todoc/administration/lfs.md
-
Replace the contents of
doc/workflow/lfs/lfs_administration.md
with:This document was moved to [administration/lfs.md](../../administration/lfs.md).
-
Find and replace any occurrences of the old location with the new one. A quick way to find them is to use
git grep
. First go to the root directory where you cloned thegitlab-ce
repository and then do:git grep -n "workflow/lfs/lfs_administration" git grep -n "lfs/lfs_administration"
Things to note:
- Since we also use inline documentation, except for the documentation itself,
the document might also be referenced in the views of GitLab (
app/
) which will render when visiting/help
, and sometimes in the testing suite (spec/
). - The above
git grep
command will search recursively in the directory you run it in forworkflow/lfs/lfs_administration
andlfs/lfs_administration
and will print the file and the line where this file is mentioned. You may ask why the two greps. Since we use relative paths to link to documentation, sometimes it might be useful to search a path deeper. - The
*.md
extension is not used when a document is linked to GitLab's built-in help page, that's why we omit it ingit grep
.
Configuration documentation for source and Omnibus installations
GitLab currently officially supports two installation methods: installations from source and Omnibus packages installations.
Whenever there is a setting that is configurable for both installation methods, prefer to document it in the CE docs to avoid duplication.
Configuration settings include:
- settings that touch configuration files in
config/
- NGINX settings and settings in
lib/support/
in general
When there is a list of steps to perform, usually that entails editing the configuration file and reconfiguring/restarting GitLab. In such case, follow the style below as a guide:
**For Omnibus installations**
1. Edit `/etc/gitlab/gitlab.rb`:
```ruby
external_url "https://gitlab.example.com"
```
1. Save the file and [reconfigure] GitLab for the changes to take effect.
---
**For installations from source**
1. Edit `config/gitlab.yml`:
```yaml
gitlab:
host: "gitlab.example.com"
```
1. Save the file and [restart] GitLab for the changes to take effect.
[reconfigure]: path/to/administration/restart_gitlab.md#omnibus-gitlab-reconfigure
[restart]: path/to/administration/restart_gitlab.md#installations-from-source
In this case:
- before each step list the installation method is declared in bold
- three dashes (
---
) are used to create an horizontal line and separate the two methods - the code blocks are indented one or more spaces under the list item to render correctly
- different highlighting languages are used for each config in the code block
- the references guide is used for reconfigure/restart
Fake tokens
There may be times where a token is needed to demonstrate an API call using cURL or a secret variable used in CI. It is strongly advised not to use real tokens in documentation even if the probability of a token being exploited is low.
You can use the following fake tokens as examples.
Token type | Token value |
---|---|
Private user token | 9koXpg98eAheJpvBs5tK |
Personal access token | n671WNGecHugsdEDPsyo |
Application ID | 2fcb195768c39e9a94cec2c2e32c59c0aad7a3365c10892e8116b5d83d4096b6 |
Application secret | 04f294d1eaca42b8692017b426d53bbc8fe75f827734f0260710b83a556082df |
Secret CI variable | Li8j-mLUVA3eZYjPfd_H |
Specific Runner token | yrnZW46BrtBFqM7xDzE7dddd |
Shared Runner token | 6Vk7ZsosqQyfreAxXTZr |
Trigger token | be20d8dcc028677c931e04f3871a9b |
Webhook secret token | 6XhDroRcYPM5by_h-HLY |
Health check token | Tu7BgjR9qeZTEyRzGG2P |
Request profile token | 7VgpS4Ax5utVD2esNstz |
API
Here is a list of must-have items. Use them in the exact order that appears on this document. Further explanation is given below.
-
Every method must have the REST API request. For example:
GET /projects/:id/repository/branches
-
Every method must have a detailed description of the parameters.
-
Every method must have a cURL example.
-
Every method must have a response body (in JSON format).
Method description
Use the following table headers to describe the methods. Attributes should always be in code blocks using backticks (`).
| Attribute | Type | Required | Description |
| --------- | ---- | -------- | ----------- |
Rendered example:
Attribute | Type | Required | Description |
---|---|---|---|
user |
string | yes | The GitLab username |
cURL commands
- Use
https://gitlab.example.com/api/v4/
as an endpoint. - Wherever needed use this private token:
9koXpg98eAheJpvBs5tK
. - Always put the request first.
GET
is the default so you don't have to include it. - Use double quotes to the URL when it includes additional parameters.
- Prefer to use examples using the private token and don't pass data of username and password.
Methods | Description |
---|---|
-H "PRIVATE-TOKEN: 9koXpg98eAheJpvBs5tK" |
Use this method as is, whenever authentication needed |
-X POST |
Use this method when creating new objects |
-X PUT |
Use this method when updating existing objects |
-X DELETE |
Use this method when removing existing objects |
cURL Examples
Below is a set of cURL examples that you can use in the API documentation.
Simple cURL command
Get the details of a group:
curl --header "PRIVATE-TOKEN: 9koXpg98eAheJpvBs5tK" https://gitlab.example.com/api/v4/groups/gitlab-org
cURL example with parameters passed in the URL
Create a new project under the authenticated user's namespace:
curl --request POST --header "PRIVATE-TOKEN: 9koXpg98eAheJpvBs5tK" "https://gitlab.example.com/api/v4/projects?name=foo"
Post data using cURL's --data
Instead of using -X POST
and appending the parameters to the URI, you can use
cURL's --data
option. The example below will create a new project foo
under
the authenticated user's namespace.
curl --data "name=foo" --header "PRIVATE-TOKEN: 9koXpg98eAheJpvBs5tK" "https://gitlab.example.com/api/v4/projects"
Post data using JSON content
Note: In this example we create a new group. Watch carefully the single and double quotes.
curl --request POST --header "PRIVATE-TOKEN: 9koXpg98eAheJpvBs5tK" --header "Content-Type: application/json" --data '{"path": "my-group", "name": "My group"}' https://gitlab.example.com/api/v4/groups
Post data using form-data
Instead of using JSON or urlencode you can use multipart/form-data which properly handles data encoding:
curl --request POST --header "PRIVATE-TOKEN: 9koXpg98eAheJpvBs5tK" --form "title=ssh-key" --form "key=ssh-rsa AAAAB3NzaC1yc2EA..." https://gitlab.example.com/api/v4/users/25/keys
The above example is run by and administrator and will add an SSH public key titled ssh-key to user's account which has an id of 25.
Escape special characters
Spaces or slashes (/
) may sometimes result to errors, thus it is recommended
to escape them when possible. In the example below we create a new issue which
contains spaces in its title. Observe how spaces are escaped using the %20
ASCII code.
curl --request POST --header "PRIVATE-TOKEN: 9koXpg98eAheJpvBs5tK" "https://gitlab.example.com/api/v4/projects/42/issues?title=Hello%20Dude"
Use %2F
for slashes (/
).
Pass arrays to API calls
The GitLab API sometimes accepts arrays of strings or integers. For example, to
restrict the sign-up e-mail domains of a GitLab instance to *.example.com
and
example.net
, you would do something like this:
curl --request PUT --header "PRIVATE-TOKEN: 9koXpg98eAheJpvBs5tK" --data "domain_whitelist[]=*.example.com" --data "domain_whitelist[]=example.net" https://gitlab.example.com/api/v4/application/settings