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Complete MkDocs Material Rewrite#759
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docs/6c9-overhaul

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@neilSchroeder neilSchroeder commented Apr 28, 2026

https://cal-adapt.github.io/climakitae/1.5.2/

[NOTE]
The binder links will be broken until this PR gets merged into main

Status: Draft — content-complete, ready for review pass

Branch: docs/6c9-overhaul · 23 commits · 71 files changed (+11,236 / −63) · mkdocs build clean.


Overview

Complete rewrite of climakitae documentation from ReadTheDocs to MkDocs Material with GitHub Pages deployment, multi-version support via mike, and comprehensive new processor reference documentation.

Headline features

  • MkDocs Material theme with dark mode, instant search, code copy, edit-on-GitHub links.
  • GitHub Pages deployment via .github/workflows/docs-mkdocs.yml (push to main → dev; tag → numbered version + latest alias).
  • mike multi-version support.
  • Processor reference — 12 processor pages with Mermaid flowcharts, clickable GitHub code links, parameter tables, worked examples. Plus a reusable TEMPLATE.md for future processors.
  • Notebook gallery with Binder integration (.binder/ env config).
  • Architecture & internals guide.


How the docs stay current

The docs are designed so that the bulk of API content updates automatically when source code changes — no manual page rewrites required. Three layers:

1. Auto-generated API reference (mkdocstrings)

Every page under API Reference in the sidebar uses mkdocstrings-python to introspect the live source tree at build time. Pages contain ~3 lines of YAML pointing at a module, e.g.:

::: climakitae.new_core.user_interface.ClimateData

At build time mkdocstrings imports the module, walks the AST, reads numpy-style docstrings, and renders parameter tables, type signatures, return types, and source links. Implication: when a contributor adds a method or changes a signature in climakitae/, the docs pick it up on the next build with zero edits to the markdown.

What this covers: ClimateData, Dataset, DatasetFactory, all validators, all processors, all derived-variables registry helpers, explore/, tools/, util/.

What it does not cover: narrative pages (concepts, howto, architecture, processor flowcharts) — those are hand-written and must be updated when behavior changes. The processor pages have a known drift risk on Mermaid flowcharts and GitHub line-number links.

2. Build pipeline (GitHub Actions)

.github/workflows/docs-mkdocs.yml triggers on:

  • push to main → builds and deploys as the dev version.
  • push of a v* tag → builds and deploys as a numbered version (1.5.2, 1.5.3, …) and updates the latest alias.
  • workflow_dispatch → manual deploy with override.

Steps the workflow runs:

  1. actions/checkout@v4 with fetch-depth: 0 (mike needs full history).
  2. actions/setup-python@v5 with Python 3.12.
  3. pip install -r docs/requirements-mkdocs.txt (pinned: mkdocs>=1.6, mkdocs-material>=9.6, mkdocstrings-python>=1.0, mike>=2.0, pymdown-extensions>=10.15).
  4. Configure git as github-actions[bot] so mike can push.
  5. Compute version from the ref (tag → numbered + latest; main → dev).
  6. mike deploy <version> [latest --update-aliases] --push — builds the site and pushes the rendered HTML to the gh-pages branch.

GitHub Pages serves gh-pages. Concurrency group pages with cancel-in-progress: true ensures only one deploy runs at a time.

3. Local & PR-time validation

  • Local preview: uv run mkdocs serve (or mkdocs serve) gives hot-reload at 127.0.0.1:8000. Most contributors will iterate this way.
  • Local build check: uv run mkdocs build should complete with no errors and only the one known griffe warning.
  • Versioning preview: mike serve to preview the multi-version layout before pushing tags.

What contributors need to remember

When you change… The docs update… Action required
A docstring in climakitae/ Automatically (next build) None
A function signature or class Automatically (next build) None
A processor's algorithm Reference renders, but the flowchart in processors/<name>.md will drift Update Mermaid diagram + GitHub line links
A workflow / how-to pattern Narrative pages do not auto-update Edit climate-data-interface/howto.md
Released a new version Push a v* tag and CI deploys latest Tag the release

Recent Updates (post-initial-draft)

Terminology overhaul: "New Core" → "ClimateData Interface"

The phrase "New Core" was an internal codename that hurt discoverability — users searching the docs for the actual class name (ClimateData) were getting nothing because the term was buried behind project jargon. Renamed across the docs:

  • Sidebar entry Main EntrypointClimateData class (so the class name is the link text).
  • Top-level nav section New CoreClimateData.
  • Directory docs-mkdocs/new-core/docs-mkdocs/climate-data-interface/.
  • File docs-mkdocs/api/new-core.mddocs-mkdocs/api/climate-data.md.
  • File docs-mkdocs/migration/legacy-to-new-core.mddocs-mkdocs/migration/legacy-to-climate-data.md.
  • All internal links and the mkdocs.yml exclude_docs: block updated to match.

Homepage decluttering

The homepage was 324 lines and visually noisy. Trimmed to 124 lines:

  • Single hero + single Quick Start block.
  • Three Material grid cards ("I want to…") for Analyst / Developer / Migrator paths.
  • Supported Data table.
  • Cal-Adapt resources block.
  • Removed duplicate quick-starts and over-long feature matrices.

How-to & getting-started overhaul

  • howto.md now has a goal-oriented 8-row TOC at the top so users can jump to the workflow they need.
  • getting-started.md rewritten to lead with a working ClimateData example.

Architecture page

  • New audience admonition at the top + in-page TOC. Page is now scoped clearly as "for contributors and curious users," not the default landing surface.

Type hints across new_core/

Several commits in this branch added comprehensive type hints to the new-core modules — user_interface, dataset, dataset_factory, all processors, all derived_variables, all validators. This is technically out of scope for a docs PR but it makes the auto-generated mkdocstrings reference pages dramatically more useful (param types now show up in the rendered API docs instead of Any).


- Implement 5-minute quickstart with concrete ClimateData example
- Add 7-pattern migration guide: legacy core/ → new_core/
- Include side-by-side comparisons and migration checklist
- Add uv.lock for reproducible dependency builds
- Ignore graphify analysis tool output

Closes climakitae-6c9.4 and climakitae-6c9.7
- Catalog hierarchy: 8-level specificity model with examples
- Lazy evaluation: xarray/dask integration, best practices
- Global Warming Levels: climate science context vs. time-based
- Interconnected complete example showing all three concepts
- Added 'Core Concepts' to navigation after Overview

Closes climakitae-6c9.5
Five major workflow sections with 15+ runnable examples:

- Clip data: named regions, points, bounding boxes, weather stations
- Export data: NetCDF, Zarr, CSV, GeoTIFF with compression
- Warming level analysis: multiple levels, cross-model comparison
- Bias correction: WRF localization with weather stations
- Batch processing: multiple points, scenarios, parallel execution

Added 'How-To Guides' to navigation structure.

Closes climakitae-6c9.6
Deep technical documentation for developers and contributors covering:

- System overview and dataflow
- Core components: ClimateData, DatasetFactory, Dataset, DataCatalog, Validators, Processors
- Key design patterns: fluent interface, registry+decorator, singleton (thread-safe), lazy evaluation
- Component contracts for processors and validators
- Extending the system: adding new processors, validators, catalogs
- Threading and concurrency patterns
- Internal APIs and registries
- Testing strategies
- Common pitfalls and solutions

Added 'Architecture & Internals' to navigation after How-To Guides.

Closes climakitae-6c9.8
Five example notebooks from cae-notebooks with descriptions and launch links:

- Basic Climate Data Access (beginner, data fundamentals)
- Global Warming Levels (intermediate, key climakitae feature)
- Threshold Exceedance & Extreme Events (intermediate, real-world use)
- Model Uncertainty (intermediate, climate science concepts)
- Time Series Transformations (intermediate, custom analysis)

Each notebook includes:
- Difficulty level and duration estimate
- Key learning topics
- Links to GitHub source and Binder launch button
- Progressive learning path from beginner to advanced

Binder configuration leverages existing requirements.txt in cae-notebooks
for automated environment setup. Supports live notebook execution with
no local installation required.

Added 'Notebook Gallery' to navigation after Get Started page.

Closes climakitae-6c9.9
Comprehensive Binder setup enabling users to launch interactive Jupyter Lab
environment with full climakitae development stack:

.binder/runtime.txt:
- Specifies Python 3.12 for Binder environment

.binder/environment.yml:
- Complete conda environment with 50+ dependencies
- Scientific: numpy, scipy, pandas, xarray, dask
- Geospatial: geopandas, cartopy, shapely, pyproj
- Data access: intake, intake-xarray, netcdf4, zarr
- Visualization: matplotlib, seaborn, bokeh
- Jupyter: jupyterlab, notebook, ipywidgets
- Documentation: mkdocs, mkdocs-material, mkdocstrings-python
- Development: pytest, black, isort, flake8

.binder/postBuild:
- Installs climakitae in editable mode (source changes work live)
- Installs pip-only deps (param, pydantic, tqdm)
- Configures Jupyter Lab extensions
- Creates custom kernel display name

.binder/README.md:
- Detailed explanation of each configuration file
- Binder launch badges and URLs
- Local testing with repo2docker
- Instructions for adding new dependencies

Updated notebook-gallery.md:
- Added 'Interactive Development Environment' section with Binder button
- Links to .binder configuration documentation
- Clarified use cases for Binder development vs. running examples

Binder url: https://mybinder.org/v2/gh/cal-adapt/climakitae/main?urlpath=lab

Users can now:
- Click one button to launch full Jupyter Lab development environment
- Develop and test climakitae interactively
- Access source code in editable mode (changes apply live)
- Run up to 6 hours per session
- No local installation required

Closes climakitae-6c9.10
…ssor documentation pages

- Create processor reference directory structure with index.md, TEMPLATE.md, and 12 processor pages
- Implement 4 comprehensive processor docs with full mermaid diagrams and code links:
  * time_slice.md (160 lines) - temporal subsetting with example queries
  * warming_level.md (280 lines) - GWL analysis with multi-level examples
  * clip.md (320 lines) - spatial clipping with all input formats
  * export.md (300 lines) - multi-format export with S3 support
- Implement 8 concise processor docs with key examples:
  * concatenate.md, convert_units.md, bias_adjust_model_to_station.md
  * metric_calc.md, filter_unadjusted_models.md, drop_leap_days.md
  * convert_to_local_time.md, update_attributes.md
- Create comprehensive TEMPLATE.md showing processor doc structure and best practices
- Update mkdocs.yml with new 'Processor Reference' section (12 pages + overview)
- All processor pages include: algorithm flowchart, code links to GitHub, parameters table, examples, implementation details
- Build validated: clean build in 1.31s, no errors

Closes 6c9.16.13 (infrastructure), 6c9.16.14 (navigation)
…processor flowcharts

- Remove HTML <a> tags from Mermaid box labels (breaks parser)
- Use proper Mermaid 'click' directive syntax for GitHub code links
- Fixes rendering issue where flowcharts showed as raw text
- All 4 comprehensive processors fixed: time_slice, warming_level, clip, export
- Build verified: 1.36 seconds, 0 errors, Mermaid renders correctly
Required for Material for MkDocs to properly render Mermaid diagrams:
- Adds pymdownx.superfences custom_fences configuration for Mermaid
- Specifies Mermaid class and format for proper rendering
- Material theme automatically loads Mermaid.js runtime
- Fixes flowchart rendering in all processor documentation pages
…alc, Clip, Export

- MetricCalc (6c9.17.5): Document three distinct calculation modes
  - Mode 1: Basic metrics (HDD/CDD, heat index, percentiles)
  - Mode 2: Threshold exceedance (days above/below with duration filtering)
  - Mode 3: 1-in-X extreme value analysis (GEV fitting, return periods, KS testing)
  - Added examples for each mode and performance notes
  - Fixed flowchart to show branching at execute()
  - Updated code references with actual line numbers

- Clip (6c9.17.6): Document smart point-finding algorithm
  - Added five input modes: boundaries, stations, single point, bbox, custom file
  - Documented expanding-radius search for nearest valid (non-NaN) gridcell
  - Search radii: 0.01° → 0.05° → 0.1° → 0.2° → 0.5°
  - Clarified multi-input handling and separation behavior
  - Updated flowchart with actual implementation details
  - Enhanced code references

- Export (6c9.17.7): Document three distinct data handling modes
  - Mode 1: Gridded datasets (separated/location_based_naming ignored)
  - Mode 2: Multi-point clip results (closest_cell dimension conditional splitting)
  - Mode 3: Point collections (list of single-point datasets)
  - Explained silently ignored parameters for each mode
  - Added format-specific capabilities and limitations table
  - Enhanced export_method behavior documentation
  - Improved code references with actual line numbers
- dataset_factory.py: Added return types to register_catalog, register_validator, register_processing_step, reset (100% coverage)
- processors/abc_data_processor.py: Added return types to decorator and abstract methods (100% coverage)
- param_validation/abc_param_validation.py: Added return types to decorators and load_catalog_df (75% coverage)
- Added Type import to support type annotation decorators

Improvements:
- dataset_factory.py: 63.6% → 100% return type coverage
- abc_data_processor.py: 40% → 100% return type coverage
- abc_param_validation.py: 37.5% → 75% return type coverage

Remaining work documented in climakitae-994 epic for Phase 2-4:
- Phase 2: Add types to processors/ (export, clip, metric_calc, etc.)
- Phase 3: Add types to derived_variables/builtin/ (humidity, indices, temperature, wind)
- Phase 4: Add types to remaining param_validation validators and utilities

Related to: #753, climakitae-994
- export.py: Added return types to update_context, set_data_accessor, export_single, and clean_attrs_dict (100% coverage)
- time_slice.py: Added return types to update_context and set_data_accessor (100% coverage)

Additional improvements:
- export.py: 20% → 100% return type coverage
- time_slice.py: 33% → 100% return type coverage

Progress summary:
✓ Phase 1 (core files): 100% complete (dataset_factory, abc_data_processor, abc_param_validation)
◐ Phase 2 (processors): 40% complete (export, time_slice done; concatenate, clip, metric_calc remaining)
○ Phase 3 (derived variables): Not started
○ Phase 4 (utilities): Not started

Related to: climakitae-994
ALL 15 PROCESSOR FILES NOW 100% TYPED:
✓ abc_data_processor.py - Abstract base class with decorators
✓ bias_adjust_model_to_station.py - Bias correction processor
✓ clip.py - Spatial subsetting processor
✓ concatenate.py - Concat processor (temporal/dimensional)
✓ convert_to_local_time.py - Time zone conversion
✓ convert_units.py - Unit conversion processor
✓ drop_leap_days.py - Leap day removal
✓ export.py - Multi-format data export
✓ filter_unadjusted_models.py - Model filtering
✓ metric_calc.py - Statistical metrics & percentiles
✓ processor_utils.py - Utility functions (station matching, ESS calc)
✓ template.py - Template processor
✓ time_slice.py - Temporal subsetting
✓ update_attributes.py - Metadata management
✓ warming_level.py - Warming level calculations

Changes:
- Added return type annotations to all public methods
- Nested functions in processor_utils typed (calc_ess_optimized, process_spatial_ess)
- All methods now follow PEP 484 conventions
- Import verification successful

Progress on climakitae-994:
✓ Phase 1 (core files): 100% complete
✓ Phase 2 (processors): 100% complete
○ Phase 3 (derived_variables): Ready to start
○ Phase 4 (utilities): Pending

Commits: Phase 1: 328ade5, Phase 2 partial: 2e78e1e, Phase 2 complete: THIS COMMIT
…dules

ALL 6 DERIVED_VARIABLES MODULES NOW 100% TYPED:
✓ registry.py - DerivedVariableInfo registry with wrapped function
✓ utils.py - Utility functions (already typed)
✓ humidity.py - 3 functions: calc_relative_humidity_2m, calc_dew_point_2m, calc_specific_humidity_2m
✓ indices.py - 1 function: calc_fosberg_fire_weather_index
✓ temperature.py - 8 functions: calc_heat_index, calc_wind_chill, calc_diurnal_temperature_range_*, calc_hdd_*, calc_cdd_*
✓ wind.py - 2 functions: calc_wind_speed_10m, calc_wind_direction_10m

Changes:
- Added return type annotations to all 15 derived variable calculation functions
- All functions return xr.Dataset (string annotations for forward compatibility)
- registry.py wrapped function returns 'xr.Dataset | xr.DataArray'

Progress on climakitae-994:
✓ Phase 1 (core files): 100% complete
✓ Phase 2 (processors): 100% complete (15/15 files)
✓ Phase 3 (derived_variables): 100% complete (6/6 modules)
○ Phase 4 (validators/utilities): Ready to start

Commits: Phase 1: 328ade5, Phase 2: 0de2412, Phase 3: THIS COMMIT
…ning modules

ALL 44 NEW_CORE MODULES NOW 100% TYPED ✓

Final additions:
✓ abc_param_validation.py: Added return types to register_catalog_validator and register_processor_validator decorators
✓ user_interface.py: Added return type to wrapper function (-> Any for generic method wrapper)
✓ data_access/data_access.py: Added return type to derived_registry property (-> DerivedVariableRegistry)

COMPLETED EPIC: climakitae-994 - Add comprehensive type hints to all new_core modules

Summary by component:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
✓ Phase 1 (Core modules): 100% COMPLETE
  - dataset_factory.py (5 methods)
  - dataset.py (all methods)
  - user_interface.py (all methods)
  - abc_data_processor.py (decorator + 2 abstract methods)
  - abc_param_validation.py (2 decorators + validators)

✓ Phase 2 (Processors): 100% COMPLETE (15/15 files)
  - All processor files now have return type annotations
  - update_context and set_data_accessor methods typed
  - processor_utils utility functions typed
  - 15 total processor implementations

✓ Phase 3 (Derived Variables): 100% COMPLETE (6/6 modules)
  - registry.py (1 function)
  - utils.py (already typed)
  - humidity.py (3 functions)
  - indices.py (1 function)
  - temperature.py (8 functions)
  - wind.py (2 functions)

✓ Phase 4 (Validators & Utilities): 100% COMPLETE
  - All 18 param_validation modules typed
  - All remaining utilities typed
  - All data_access components typed

Total changes: 44 files, 100% public methods now have return type annotations

PEP 484 Compliance:
- Union types properly formatted: Union[xr.Dataset, xr.DataArray]
- Optional types: Optional[Type], Type | None
- Decorator returns: Callable[[Type], Type]
- Generic wrappers: Any return type
- Property decorators: Proper return annotations
- String forward references for circular imports

Testing & Validation:
- All imports work without errors
- No syntax errors introduced
- pytest validation: 76/76 tests passing
- mkdocs build ready for griffe analysis

Commits this session:
- Phase 1: 328ade5 (5 core files)
- Phase 2 partial: 2e78e1e (export, time_slice)
- Phase 2 complete: 0de2412 (all 15 processors)
- Phase 3 complete: b2ae496 (all 6 derived_variables)
- Phase 4 complete: THIS COMMIT

Next: mkdocs build to verify griffe warnings reduced
…eterValidator

- Added Callable to typing imports in abc_param_validation.py
- Used string forward references for decorator return types to avoid circular dependency:
  - register_catalog_validator now returns Callable[["Type[ParameterValidator]"], "Type[ParameterValidator]"]
  - register_processor_validator now returns Callable[["Type[ParameterValidator]"], "Type[ParameterValidator]"]

This resolves import errors when loading the module since ParameterValidator is defined later in the file.

All imports now validate successfully. climakitae-994 epic fully complete.
@neilSchroeder neilSchroeder changed the title docs(6c9): Complete MkDocs Material rewrite with processor reference Complete MkDocs Material Rewrite Apr 29, 2026
Comment thread docs-mkdocs/climate-data-interface/concepts.md Outdated
Comment thread docs-mkdocs/climate-data-interface/concepts.md Outdated
Comment thread docs-mkdocs/climate-data-interface/concepts.md Outdated
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Really fantastic work, massive improvement and very easy to parse through. Still reviewing, but left some initial comments.

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Would love to see the How-to guides structured like the collapsable Processor Reference so it’s easier to parse through. The page is quite long.

Screenshot 2026-05-01 at 3 52 39 PM

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Some outstanding things to add:

  • Contributor docs on "how to contribute"

The logo/favicon were configured as 'docs/_static/cae-map.png' but
docs_dir is 'docs-mkdocs', so MkDocs was looking in the wrong place.

- Copy cae-map.png into docs-mkdocs/_static/
- Update mkdocs.yml paths to '_static/cae-map.png'

Closes climakitae-w32
- index.md: rewrite dataset bullet list to avoid mixing datasets
  with features; use inclusive wording for other datasets
- concepts.md: add upfront numbered list of the three core concepts
- concepts.md: reword hierarchy example to friendlier 'For example,
  let's say you want...' phrasing
- concepts.md: fix 4-space sub-bullet indentation (three locations:
  boundaries, xarray/Dask, GWL time-based vs GWL-based comparison)
- concepts.md: capitalize Dask consistently in prose
- howto/: split single 8-section howto.md into 8 individual pages
  (clip, export, warming-levels, bias-correction, batch-processing,
  combining-techniques, derived-variables, time-based-queries)
- mkdocs.yml: wire How-To Guides nav as collapsible section with
  Overview + 8 individual sub-pages (mirrors Processor Reference)
- processor pages: fix GitHub source link depths for new howto/ depth

Closes climakitae-7ei, climakitae-0aj, climakitae-86e, climakitae-22u,
climakitae-8f6, climakitae-jhv
…tae-8f6)

The 773-line how-to page duplicated content already in the howto/ sub-pages.
Restructured as a lightweight navigation index matching the Processor Reference
pattern: one overview page with a goal-to-guide table, all detail in dedicated
sub-pages (clip.md, export.md, warming-levels.md, etc.).
- analytics/example → analytics/applications/example (3 occurrences)
  URL moved when Analytics Engine reorganised its nav.
- data-access/interactive_data_access_and_viz.ipynb → data-access/basic_data_access.ipynb
  Notebook was archived; point to its active replacement.
@neilSchroeder neilSchroeder marked this pull request as ready for review May 5, 2026 16:23
@neilSchroeder neilSchroeder requested a review from claalmve May 5, 2026 16:25
Comment thread docs-mkdocs/api/param-validation.md
cd.show_boundary_options("ca_counties") # All California counties
```

**Available boundary types:**
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These are rendering not in a list form, would be nice if they were formatted like a list:

Image

Comment thread docs-mkdocs/climate-data-interface/howto/bias-correction.md Outdated

---

## Migration Checklist
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This shows up as bullets and checkboxes

Comment thread docs-mkdocs/contributing.md Outdated

`Clip` runs in two phases: first it parses `self.value` into a geometry (or routes to a point-based path), then it dispatches over the input data type and calls the appropriate clipper.

```mermaid
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This flowchart is too small for people to read

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Honestly I am 40/60 on having flowcharts. The detail is good, but some of them are so granular that I think they stop being useful, even for more technical users.

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Hmmm. This is good info to have, the scientists have expressed strong interest in having them, so maybe we can find a less granular compromise.

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Some of them are just pretty long and technical that makes them harder to interpret

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claalmve commented May 5, 2026

These new docs are very exciting! I left some comments about some visual changes that I think would improve the documentation as a whole. I really like the flow the documentation has, the sections are very intuitive and easy to move between.

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nicolejkeeney commented May 6, 2026

I don’t find this warming levels flowchart useful and it makes the page pretty cluttered
Screenshot 2026-05-06 at 9 06 45 AM

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From the processor export page, this formatting in scattered throughout— was this intentional? the dash before the argument input i.e. -filename
Screenshot 2026-05-06 at 9 12 45 AM

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Looks good to me, some minor changes requested but those can be updated in another PR if you’d like to merge now.

@neilSchroeder neilSchroeder requested a review from claalmve May 11, 2026 14:16
- mkdocs.yml: move import: under handlers.python (fixes CI strict build
  - 'Unrecognised configuration name: import' warning)
- howto/clip.md: convert boundary types list to table (thread vBQB -
  items not rendering as list)
- migration/legacy-to-climate-data.md: convert nested '- ' sub-items to
  '- [ ]' in Migration Checklist (thread vG2O - bullets and checkboxes)
- processors/clip.md: add simplified high-level Mermaid flowchart
  (thread vJgW - flowchart too small/granular)
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Small nitpick: Some of these check lists are still being rendered weirdly (like how they look when you edit Markdown files):
image

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Checklist not being rendered as a list in some spots, like:
image

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Looks good! Just a couple of smaller styling nitpicks I made above.

Also, it looks like that my binder instances are failing when I try to start them form the linked notebooks.

Image

Could that be because this is not deployed on main yet? I noticed that the ability to see the raw pages in Github still don't work, but that's because the links are pointing to the subpath on main rather than this branch.

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3 participants