pkgdown.yaml

---
name: Pkgdown Docs 📚

on:
  push:
    tags:
      - "v*"
    branches:
      - main
  pull_request:
    types:
      - opened
      - synchronize
      - reopened
      - ready_for_review
    branches:
      - main
    paths:
      - inst/templates/**
      - _pkgdown.yaml
      - DESCRIPTION
      - "**.md"
      - "**.Rmd"
      - man/**
      - LICENSE.*
      - NAMESPACE
  workflow_dispatch:
  workflow_call:
    secrets:
      REPO_GITHUB_TOKEN:
        description: |
          Github token with read access to repositories, required for staged.dependencies installation
        required: false
    inputs:
      install-system-dependencies:
        description: Check for and install system dependencies
        required: false
        default: false
        type: boolean
      fail-pkgdown-on-warnings:
        description: Fail the pkgdown workflow if warnings are generated while generating docs
        required: false
        default: false
        type: boolean
      enable-staged-dependencies-check:
        description: Enable staged dependencies YAML check
        required: false
        default: false
        type: boolean
      additional-env-vars:
        description: |
          Extra environment variables, as a 'key=value' pair, with each pair on a new line.
          Example usage:
          additional-env-vars: |
            ABC=123
            XYZ=456
        required: false
        default: ""
        type: string
      refs-order:
        description: |
          The order in which refs should appear in the drop-down list. Versions not in the vector
          will appear below refs listed here.
          If docs have never been generated for the ref, the ref will not appear in the
          drop-down. Similarly, if docs have been generated for the ref, but the ref is not
          listed in the vector, it will not appear in the drop-down.
        required: false
        default: c("devel", "pre-release", "main", "latest-tag")
        type: string
      default-landing-page:
        description:
          The default branch or tag on gh-pages that corresponds to the landing page.
          For instance, if your root index page on gh-pages is built using the 'main'
          branch, then the root page of the website will correspond to this page.
          If 'latest-tag' is selected, then the latest version will become the default.
        required: false
        default: main
        type: string
      sd-direction:
        description: The direction to use to install staged dependencies. Choose between 'upstream', 'downstream' and 'all'
        required: false
        type: string
        default: upstream
      # If you provide latest-tag-alt-name and/or release-candidate-alt-name inputs
      # to this workflow in some repo, you should also provide these inputs in
      # R CMD check and Coverage workflows in order to make the unit test report
      # and coverage report available in pkgdown documentation for the alt-names.
      # Additionally, branches-or-tags-to-list input should be overridden with
      # the additional alt-name inputs.
      latest-tag-alt-name:
        description: An alternate name for the 'latest-tag' documentation item
        required: false
        type: string
        default: ""
      release-candidate-alt-name:
        description: An alternate name for the 'release-candidate' documentation item
        required: false
        type: string
        default: ""
      branches-or-tags-to-list:
        description: Which branches or tags should be listed under the
          'Versions' dropdown menu on the landing page?
          This input should be a regular expression in R.
        required: false
        type: string
        default: >-
          ^main$|^devel$|^pre-release$|^latest-tag$|^release-candidate$|^develop$|^v([0-9]+\\.)?([0-9]+\\.)?([0-9]+)|^v([0-9]+\\.)?([0-9]+\\.)?([0-9]+)(-rc[0-9]+)$
      package-subdirectory:
        description: Subdirectory in the repository, where the R package is located.
        required: false
        type: string
        default: "."
      additional-unit-test-report-directories:
        description: |
          If any *additional* unit test report directories are generated by the build-check-install workflow,
          they should be listed as comma-separated directory list. If this input is empty, only coverage-report
          and unit-test-report directories will be retained in the generated documentation directory.
          Example:
          unit-test-report-as-cran,unit-test-report-not-cran
        required: false
        type: string
        default: ""
      deps-installation-method:
        description: |
          Which method for installing R package dependencies to use? Supported values are:
          staged-dependencies
          setup-r-dependencies
        required: false
        type: string
        default: staged-dependencies
      lookup-refs:
        description: |
          List of package references to be used by setup-r-dependencies action if deps-installation-method == 'setup-r-dependencies'.
        required: false
        type: string
        default: ""

concurrency:
  group: docs-${{ github.event.pull_request.number || github.ref }}
  cancel-in-progress: true

jobs:
  docs:
    name: Generate 🐣
    runs-on: ubuntu-latest
    if: >
      !contains(github.event.commits[0].message, '[skip docs]')
        && github.event.pull_request.draft == false
    container:
      image: ghcr.io/insightsengineering/rstudio:latest

    steps:
      - name: Setup token 🔑
        id: github-token
        run: |
          if [ "${{ secrets.REPO_GITHUB_TOKEN }}" == "" ]; then
            echo "REPO_GITHUB_TOKEN is empty. Substituting it with GITHUB_TOKEN."
            echo "token=${{ secrets.GITHUB_TOKEN }}" >> $GITHUB_OUTPUT
          else
            echo "Using REPO_GITHUB_TOKEN."
            echo "token=${{ secrets.REPO_GITHUB_TOKEN }}" >> $GITHUB_OUTPUT
          fi
        shell: bash

      - name: Get branch names 🌿
        id: branch-name
        uses: tj-actions/branch-names@v7

      - name: Get current branch or tag 🏷️
        id: current-branch-or-tag
        run: |
          if [ "${{ steps.branch-name.outputs.is_tag }}" == "true" ]; then
            echo "Current tag: ${{ steps.branch-name.outputs.tag }}"
            echo "ref-name=${{ steps.branch-name.outputs.tag }}" >> $GITHUB_OUTPUT
          else
            echo "Current branch: ${{ steps.branch-name.outputs.current_branch }}"
            echo "ref-name=${{ steps.branch-name.outputs.current_branch }}" >> $GITHUB_OUTPUT
          fi
        shell: bash

      - name: Checkout repo (PR) 🛎
        uses: actions/checkout@v4.1.1
        if: github.event_name == 'pull_request'
        with:
          ref: ${{ steps.branch-name.outputs.head_ref_branch }}
          path: ${{ github.event.repository.name }}
          repository: ${{ github.event.pull_request.head.repo.full_name }}

      - name: Checkout repo 🛎
        uses: actions/checkout@v4.1.1
        if: github.event_name != 'pull_request'
        with:
          ref: ${{ steps.branch-name.outputs.head_ref_branch }}
          path: ${{ github.event.repository.name }}

      - name: Check commit message 💬
        run: |
          git config --global --add safe.directory $(pwd)
          export head_commit_message="$(git show -s --format=%B | tr '\r\n' ' ' | tr '\n' ' ')"
          echo "head_commit_message = $head_commit_message"
          if [[ $head_commit_message == *"$SKIP_INSTRUCTION"* ]]; then
            echo "Skip instruction detected - cancelling the workflow."
            exit 1
          fi
        shell: bash
        working-directory: ${{ github.event.repository.name }}
        env:
          SKIP_INSTRUCTION: "[skip docs]"

      - name: Restore SD cache 💰
        if: >-
          inputs.deps-installation-method == 'staged-dependencies'
        uses: actions/cache@v4
        with:
          key: sd-${{ runner.os }}-${{ github.event.repository.name }}
          path: ~/.staged.dependencies

      - name: Run Staged dependencies 🎦
        if: >-
          inputs.deps-installation-method == 'staged-dependencies'
        uses: insightsengineering/staged-dependencies-action@v2
        env:
          GITHUB_PAT: ${{ steps.github-token.outputs.token }}
        with:
          path: ${{ github.event.repository.name }}/${{ inputs.package-subdirectory }}
          enable-check: ${{ inputs.enable-staged-dependencies-check }}
          run-system-dependencies: ${{ inputs.install-system-dependencies }}
          direction: ${{ inputs.sd-direction }}

      - name: Setup R dependencies 🎦
        if: >-
          inputs.deps-installation-method == 'setup-r-dependencies'
        uses: insightsengineering/setup-r-dependencies@v1
        with:
          lookup-refs: ${{ inputs.lookup-refs }}
          github-token: ${{ steps.github-token.outputs.token }}
          repository-path: ${{ github.event.repository.name }}

      - name: Install R package 🚧
        run: |
          if (file.exists("renv.lock")) renv::restore()
          install.packages(".", repos=NULL, type="source")
        shell: Rscript {0}
        working-directory: ${{ github.event.repository.name }}/${{ inputs.package-subdirectory }}

      - name: Build docs 🏗
        if: >
          github.event_name == 'pull_request' || startsWith(github.ref, 'refs/tags/v')
            || github.event_name == 'push'
        run: |
          repo="${{ github.event.repository.name }}"
          if [ "${{ inputs.additional-env-vars }}" != "" ]
          then {
            echo -e "${{ inputs.additional-env-vars }}" > /tmp/dotenv.env
            export $(tr '\n' ' ' < /tmp/dotenv.env)
          }
          fi
          Rscript - <<EOF 2>&1 | tee pkgdown_${repo}.log
          if (file.exists("renv.lock")) renv::restore()
          pkgdown::build_site(devel = TRUE)
          EOF
          if [ "${{ inputs.fail-pkgdown-on-warnings }}" == "true" ]; then {
            grep "Warning message" pkgdown_${repo}.log > pkgdown_warnings_${repo}.log
            if [[ $(wc -l <pkgdown_warnings_${repo}.log) -gt 0 ]]; then {
              echo "----------------------------------------"
              echo "⚠ One or more warnings were generated during the pkgdown build."
              echo "Please 🙏 fix the warnings shown above 👆"
              exit 1
            }
            fi
          }
          fi
        shell: bash
        working-directory: ${{ github.event.repository.name }}/${{ inputs.package-subdirectory }}

      - name: Checkout gh-pages 🛎
        if: startsWith(github.ref, 'refs/tags/v') || github.event_name == 'push'
        uses: actions/checkout@v4.1.1
        with:
          path: "gh-pages"
          fetch-depth: 0
          ref: "gh-pages"

      - name: Upload docs to gh-pages 📙
        if: startsWith(github.ref, 'refs/tags/v') || github.event_name == 'push'
        run: |
          GH_PAGES_DIR="gh-pages/${{ steps.current-branch-or-tag.outputs.ref-name }}"
          mkdir -p $GH_PAGES_DIR
          echo "Current contents of $GH_PAGES_DIR:"
          ls -l $GH_PAGES_DIR
          # Remove any existing documentation for the git tag, but retain coverage report and
          # unit test reports which might have already been pushed to the gh-pages branch
          # by the coverage and build-check-install workflows respectively.
          directories_to_retain="coverage-report,unit-test-report"
          if [[ "${{ inputs.additional-unit-test-report-directories }}" != "" ]]; then
            directories_to_retain="${directories_to_retain},${{ inputs.additional-unit-test-report-directories }}"
          fi
          IFS=',' read -ra DIRECTORIES_TO_RETAIN <<< "$directories_to_retain"
          echo "The following directories will be retained:"
          for dir in "${DIRECTORIES_TO_RETAIN[@]}"; do
            echo "$dir"
          done
          # Remove all files from GH_PAGES_DIR, except any DIRECTORIES_TO_RETAIN.
          find $GH_PAGES_DIR -mindepth 1 -maxdepth 1 -print0 | while IFS= read -r -d '' file; do
            file_to_be_removed="true"
            # Check if the file/directory matches any directory to be retained.
            for dir in "${DIRECTORIES_TO_RETAIN[@]}"; do
              if [[ "$GH_PAGES_DIR/$dir" == "$file" ]]; then
                echo "Not removing $file"
                file_to_be_removed="false"
              fi
            done
            if [[ "$file_to_be_removed" == "true" ]]; then
              echo "Removing $file"
              rm -rf "$file"
            fi
          done
          echo "::group::gh-pages contents"
          echo "Current contents of $GH_PAGES_DIR:"
          ls -l $GH_PAGES_DIR
          echo "::endgroup::"
          # Copy generated pkgdown documentation to gh-pages branch.
          cp -a ${{ github.event.repository.name }}/${{ inputs.package-subdirectory }}/docs/. $GH_PAGES_DIR
          echo "::group::gh-pages contents"
          echo "Current contents of $GH_PAGES_DIR:"
          ls -l $GH_PAGES_DIR
          echo "::endgroup::"
          cd gh-pages
          git config --global user.email "41898282+github-actions[bot]@users.noreply.github.com"
          git config --global user.name "github-actions[bot]"
          git config pull.rebase false
          git status
          # Random delay
          sleep $((RANDOM % 10))
          git pull origin gh-pages || true
          git add -f .
          git commit -m "Update pkgdown documentation ${{ github.sha }}" || true
          git push origin gh-pages
        shell: bash

      - name: Create documentation artifact 📂
        if: github.event_name == 'pull_request' || startsWith(github.ref, 'refs/tags/v')
        run: |
          pushd ${{ github.event.repository.name }}/${{ inputs.package-subdirectory }}/docs/
          zip -r9 $OLDPWD/pkgdown.zip *
          popd
        shell: bash

      - name: Upload docs for review ⬆
        if: github.event_name == 'pull_request' || startsWith(github.ref, 'refs/tags/v')
        uses: actions/upload-artifact@v4
        with:
          name: pkgdown.zip
          path: pkgdown.zip

  multi-version-docs:
    name: Multi-version docs 📑
    needs: docs
    runs-on: ubuntu-latest
    if: >
      (github.event_name == 'push' || github.event_name == 'workflow_dispatch')
        && !contains(github.event.commits[0].message, '[skip docs]')
    steps:
      - name: Checkout repo 🛎
        uses: actions/checkout@v4.1.1
        with:
          path: ${{ github.event.repository.name }}
          ref: "gh-pages"

      - name: Normalize inputs 📄
        id: normalize
        run: |
          DEFAULT_LANDING_PAGE="${{ inputs.default-landing-page }}"
          if [ "$DEFAULT_LANDING_PAGE" == "" ]
          then {
            DEFAULT_LANDING_PAGE=main
          }
          fi
          echo "default-landing-page=$DEFAULT_LANDING_PAGE" >> "$GITHUB_ENV"
        shell: bash

      - name: Create and publish docs ↗️
        uses: insightsengineering/r-pkgdown-multiversion@v2
        with:
          path: ${{ github.event.repository.name }}
          default-landing-page: ${{ env.default-landing-page }}
          refs-order: ${{ inputs.refs-order }}
          latest-tag-alt-name: ${{ inputs.latest-tag-alt-name }}
          release-candidate-alt-name: ${{ inputs.release-candidate-alt-name }}
          branches-or-tags-to-list: ${{ inputs.branches-or-tags-to-list }}

  upload-release-assets:
    name: Upload documentation assets 🔼
    needs: docs
    runs-on: ubuntu-latest
    if: >
      startsWith(github.ref, 'refs/tags/v')
        && !contains(github.event.commits[0].message, '[skip docs]')
    steps:
      - name: Checkout repo 🛎
        uses: actions/checkout@v4.1.1

      - name: Download artifact ⏬
        uses: actions/download-artifact@v4
        with:
          name: pkgdown.zip

      - name: Check if release exists ❓
        id: check-if-release-exists
        uses: insightsengineering/release-existence-action@v1

      - name: Upload binaries to release ⤴
        if: >-
          steps.check-if-release-exists.outputs.release-exists == 'true'
        uses: svenstaro/upload-release-action@v2
        with:
          repo_token: ${{ secrets.GITHUB_TOKEN }}
          file: pkgdown.zip
          asset_name: pkgdown.zip
          tag: ${{ github.ref }}
          overwrite: true