# YARD: Yay! A Ruby Documentation Tool

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## Synopsis

YARD is a documentation generation tool for the Ruby programming language. It
enables the user to generate consistent, usable documentation that can be
exported to a number of formats very easily, and also supports extending for
custom Ruby constructs such as custom class level definitions. Below is a
summary of some of YARD's notable features.

## Feature List

**1. Builtin RDoc/Markdown Hybrid Support**: YARD ships with a builtin markup
renderer that supports both RDoc and Markdown formatting out of the box—no
external gem required. You can freely mix RDoc-style and Markdown-style
documentation without installing any additional libraries.

**2. Yardoc Meta-tag Formatting Like Python, Java, Objective-C and other
languages**: YARD uses a '@tag' style definition syntax for meta tags alongside
regular code documentation. These tags should be able to happily sit side by
side RDoc formatted documentation, but provide a much more consistent and usable
way to describe important information about objects, such as what parameters
they take and what types they are expected to be, what type a method should
return, what exceptions it can raise, if it is deprecated, etc.. It also allows
information to be better (and more consistently) organized during the output
generation phase. You can find a list of tags in the {file:docs/Tags.md#taglist
Tags.md} file.

YARD also supports an optional "types" declarations for certain tags. This
allows the developer to document type signatures for ruby methods and parameters
in a non intrusive but helpful and consistent manner. Instead of describing this
data in the body of the description, a developer may formally declare the
parameter or return type(s) in a single line. Consider the following method
documented with YARD formatting:

```ruby
# Reverses the contents of a String or IO object.
#
# @param contents [String, #read] the contents to reverse
# @return [String] the contents reversed lexically
def reverse(contents)
  contents = contents.read if contents.respond_to? :read
  contents.reverse
end
```

With the above @param tag, we learn that the contents parameter can either be a
String or any object that responds to the 'read' method, which is more powerful
than the textual description, which says it should be an IO object. This also
informs the developer that they should expect to receive a String object
returned by the method, and although this may be obvious for a 'reverse' method,
it becomes very useful when the method name may not be as descriptive.

**3. Custom Constructs and Extensibility of YARD**: YARD is designed to be
extended and customized by plugins. Take for instance the scenario where you
need to document the following code:

```ruby
class List
 # Sets the publisher name for the list.
 cattr_accessor :publisher
end
```

This custom declaration provides dynamically generated code that is hard for a
documentation tool to properly document without help from the developer. To ease
the pains of manually documenting the procedure, YARD can be extended by the
developer to handle the `cattr_accessor` construct and automatically create an
attribute on the class with the associated documentation. This makes documenting
external API's, especially dynamic ones, a lot more consistent for consumption
by the users.

YARD is also designed for extensibility everywhere else, allowing you to add
support for new programming languages, new data structures and even where/how
data is stored.

**4. Raw Data Output**: YARD also outputs documented objects as raw data (the
dumped Namespace) which can be reloaded to do generation at a later date, or
even auditing on code. This means that any developer can use the raw data to
perform output generation for any custom format, such as YAML, for instance.
While YARD plans to support XHTML style documentation output as well as command
line (text based) and possibly XML, this may still be useful for those who would
like to reap the benefits of YARD's processing in other forms, such as throwing
all the documentation into a database. Another useful way of exploiting this raw
data format would be to write tools that can auto generate test cases, for
example, or show possible unhandled exceptions in code.

**5. Local Documentation Server**: YARD can serve documentation for projects or
installed gems (similar to `gem server`) with the added benefit of dynamic
searching, as well as live reloading. Using the live reload feature, you can
document your code and immediately preview the results by refreshing the page;
YARD will do all the work in re-generating the HTML. This makes writing
documentation a much faster process.

## Installing

To install YARD, use the following command:

```sh
$ gem install yard
```

(Add `sudo` if you're installing under a POSIX system as root)

Alternatively, if you've checked the source out directly, you can call
`rake install` from the root project directory.

### Markup rendering

YARD includes a builtin renderer that handles both RDoc and Markdown markup
types without any external dependencies. To switch the default markup type,
pass `-m markdown` (or `-m rdoc`) to `yard doc`, or add it to your `.yardopts`
file.

For optional extra rendering features (e.g. GitHub-Flavoured Markdown fenced
code blocks, tables, or specific Markdown extensions), you can install an
additional provider gem such as `redcarpet`, `commonmarker`, or `kramdown` and
select it explicitly with `-M PROVIDER` (e.g. `yard doc -m markdown -M redcarpet`).

## Usage

There are a couple of ways to use YARD. The first is via command-line, and the
second is the Rake task.

### 1. yard Command-line Tool

YARD comes packaged with a executable named `yard` which can control the many
functions of YARD, including generating documentation, graphs running the YARD
server, and so on. To view a list of available YARD commands, type:

```sh
$ yard --help
```

Plugins can also add commands to the `yard` executable to provide extra
functionality.

#### Generating Documentation

<span class="note">The `yardoc` executable is a shortcut for `yard doc`.</span>

The most common command you will probably use is `yard doc`, or `yardoc`. You
can type `yardoc --help` to see the options that YARD provides, but the easiest
way to generate docs for your code is to simply type `yardoc` in your project
root. This will assume your files are located in the `lib/` directory. If they
are located elsewhere, you can specify paths and globs from the commandline via:

```sh
$ yardoc 'lib/**/*.rb' 'app/**/*.rb' ...etc...
```

The tool will generate a `.yardoc` file which will store the cached database of
your source code and documentation. If you want to re-generate your docs with
another template you can simply use the `--use-cache` (or -c) option to speed up
the generation process by skipping source parsing.

YARD will by default only document code in your public visibility. You can
document your protected and private code by adding `--protected` or `--private`
to the option switches. In addition, you can add `--no-private` to also ignore
any object that has the `@private` meta-tag. This is similar to RDoc's ":nodoc:"
behaviour, though the distinction is important. RDoc implies that the object
with :nodoc: would not be documented, whereas YARD still recommends documenting
private objects for the private API (for maintainer/developer consumption).

You can also add extra informative files (README, LICENSE) by separating the
globs and the filenames with '-'.

```sh
$ yardoc 'app/**/*.rb' - README LICENSE FAQ
```

If no globs precede the '-' argument, the default glob (`lib/**/*.rb`) is used:

```sh
$ yardoc - README LICENSE FAQ
```

Note that the README file can be specified with its own `--readme` switch.

You can also add a `.yardopts` file to your project directory which lists the
switches separated by whitespace (newlines or space) to pass to yardoc whenever
it is run. A full overview of the `.yardopts` file can be found in
[YARD::CLI::Yardoc](https://rubydoc.info/gems/yard/YARD/CLI/Yardoc#label-Options+File+-28.yardopts-29).

#### Queries

The `yardoc` tool also supports a `--query` argument to only include objects
that match a certain data or meta-data query. The query syntax is Ruby, though a
few shortcuts are available. For instance, to document only objects that have an
"@api" tag with the value "public", all of the following syntaxes would give the
same result:

```sh
--query '@api.text == "public"'
--query 'object.has_tag?(:api) && object.tag(:api).text == "public"'
--query 'has_tag?(:api) && tag(:api).text == "public"'
```

Note that the "@tag" syntax returns the first tag named "tag" on the object. To
return the array of all tags named "tag", use "@@tag".

Multiple `--query` arguments are allowed in the command line parameters. The
following two lines both check for the existence of a return and param tag:

```sh
--query '@return' --query '@param'
--query '@return && @param'
```

For more information about the query syntax, see the {YARD::Verifier} class.

### 2. Rake Task

The second most obvious is to generate docs via a Rake task. You can do this by
adding the following to your `Rakefile`:

```ruby
require 'yard'

YARD::Rake::YardocTask.new do |t|
 t.files   = ['lib/**/*.rb', OTHER_PATHS]   # optional
 t.options = ['--any', '--extra', '--opts'] # optional
 t.stats_options = ['--list-undoc']         # optional
end
```

All the settings: `files`, `options` and `stats_options` are optional. `files`
will default to `lib/**/*.rb`, `options` will represents any options you might
want to add and `stats_options` will pass extra options to the stats command.
Again, a full list of options is available by typing `yardoc --help` in a shell.
You can also override the options at the Rake command-line with the OPTS
environment variable:

```sh
$ rake yard OPTS='--any --extra --opts'
```

### 3. `yri` RI Implementation

The yri binary will use the cached .yardoc database to give you quick ri-style
access to your documentation. It's way faster than ri but currently does not
work with the stdlib or core Ruby libraries, only the active project. Example:

```sh
$ yri YARD::Handlers::Base#register
$ yri File.relative_path
```

Note that class methods must not be referred to with the "::" namespace
separator. Only modules, classes and constants should use "::".

You can also do lookups on any installed gems. Just make sure to build the
.yardoc databases for installed gems with:

```sh
$ yard gems
```

If you don't have sudo access, it will write these files to your `~/.yard`
directory. `yri` will also cache lookups there.

### 4. `yard server` Documentation Server

The `yard server` command serves documentation for a local project or all
installed RubyGems. To serve documentation for a project you are working on,
simply run:

```sh
$ yard server
```

And the project inside the current directory will be parsed (if the source has
not yet been scanned by YARD) and served at
[http://localhost:8808](http://localhost:8808).

#### Live Reloading

If you want to serve documentation on a project while you document it so that
you can preview the results, simply pass `--reload` (`-r`) to the above command
and YARD will reload any changed files on each request. This will allow you to
change any documentation in the source and refresh to see the new contents.

#### Serving Gems

To serve documentation for all installed gems, call:

```sh
$ yard server --gems
```

This will also automatically build documentation for any gems that have not been
previously scanned. Note that in this case there will be a slight delay between
the first request of a newly parsed gem.

### 5. `yard graph` Graphviz Generator

You can use `yard graph` to generate dot graphs of your code. This, of course,
requires [Graphviz](https://www.graphviz.org) and the `dot` binary. By default
this will generate a graph of the classes and modules in the best UML2 notation
that Graphviz can support, but without any methods listed. With the `--full`
option, methods and attributes will be listed. There is also a `--dependencies`
option to show mixin inclusions. You can output to stdout or a file, or pipe
directly to `dot`. The same public, protected and private visibility rules apply
to `yard graph`. More options can be seen by typing `yard graph --help`, but
here is an example:

```sh
$ yard graph --protected --full --dependencies
```

## Changelog

See {file:CHANGELOG.md} for a list of changes.

## License

YARD &copy; by [Loren Segal](mailto:lsegal@soen.ca). YARD is licensed
under the MIT license except for some files which come from the RDoc/Ruby
distributions. Please see the {file:LICENSE} and {file:LEGAL} documents for more
information.
