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WIP: Add a basic explanation of GitHub Codespaces
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This is still an experiment, and depends on:

opensafely/research-template#102

being merged to make this work.
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StevenMaude committed Jul 11, 2023
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!!! warning

GitHub Codespaces support is still being tested.
This documentation is subject to change.

The OpenSAFELY research template contains a configuration
to allow you to run OpenSAFELY
**without any installation required on your own computer**.

This uses GitHub Codespaces.
GitHub provide users with a free monthly quota of Codespaces use.

This page:

* explains what GitHub Codespaces is
* explains how to run some OpenSAFELY features in GitHub Codespaces
* briefly explains some features of GitHub Codespaces
and directs the reader to GitHub's documentation for more details

You only require a web browser to follow the instructions in this page.

## What is GitHub Codespaces?

[Codespaces](https://github.com/features/codespaces) is a coding environment
hosted online by GitHub.
Codespaces can be accessed via your web browser
without any additional installation.

A codespace provides:

* a "virtual machine" — a computer running as software inside another computer
— that is hosted by GitHub
* a Visual Studio Code environment
for editing your project and running commands

When you open a codespace in browser,
you get access to the Visual Studio Code environment.
Through that interface,
you can run commands inside the codespace's virtual machine.
This is just as if it were a real desktop or laptop that you were working on,
but does not require any installation.

This removes the need to have anything other than a web browser installed
to work on OpenSAFELY projects.

!!! info
A codespace refers specifically to such a virtual machine environment,
that contains a copy of your code to work on.

This is not to be confused with a "code repository"
which is where code gets published on GitHub.

## Create a GitHub account

Before starting with OpenSAFELY in GitHub Codespaces,
you will need a free GitHub account:

1. Create a free GitHub account,
if you do not already have one.
1. Login to that GitHub account.

## Working on OpenSAFELY projects via GitHub Codespaces

To start a Codespace,
you need to create a code repository that you can launch a codespace from.

We will use the OpenSAFELY research template
as a basis for our code.

### Create a code repository for your work

You only need to create a code repository once for a particular project:

1. Create a new research code repository *under your own username*
based on the research template.

!!! warning

This step will enable you to work on your OpenSAFELY research code in Codespaces,
and check that it would work with OpenSAFELY.

**It will not allow you to run code on OpenSAFELY's platform.**

For that, you would have to request that your repository is transferred to the `opensafely` organization.
Existing OpenSAFELY users typically create a repository within the `opensafely` organization.

### Launch a codespace

Once you have a code repository created,
you can launch a codespace from that repository:

1. Navigate to the newly created research repository.
1. Click the "Code" button
1.

### Navigating the codespace

When this finishes launching,
you should see a Visual Studio Code editor with three panes:

* on the left, the file explorer
* a terminal at the bottom-right
* a file editor at the upper-right

### Editing code

The file explorer shows the contents of your code repository.
You can open files by double-clicking them.

### Updating files in the repository

This is a two-step process.

1. Save a file in Visual Studio Code.
This only saves the file locally inside the Codespace.
These changes will not yet show up in your GitHub code repository.
1. Use the Source Control view to add, commit and publish those changes
to your GitHub repository.
If you are unfamiliar with Visual Studio Code and GitHub,
[GitHub has a guide on using this](https://docs.github.com/en/codespaces/developing-in-codespaces/using-source-control-in-your-codespace#committing-your-changes).

When you update files by publishing to the repository's `main` branch,
this should trigger an automated check of whether your code will run in OpenSAFELY.
These checks can be viewed from the Actions tab,
accessed via your repository on GitHub's
You should be able to see an automated check running on the new version of your code.

!!! info

If you are comfortable with Git,
you can also [create and switch between different branches in the codespace](https://docs.github.com/en/codespaces/developing-in-codespaces/using-source-control-in-your-codespace),

# A quick overview of what is included in the codespace

Now that we have a GitHub codespace running,
we can use OpenSAFELY.

Here is a short and non-exhaustive guide to how things work.

### Running the OpenSAFELY CLI

* You can run the OpenSAFELY CLI in GitHub Codespaces.
In the Visual Studio Code terminal, type `opensafely` and press ++Enter++.
* You should see the OpenSAFELY CLI help prompt.
* See the OpenSAFELY CLI documentation for more.

#### Running the example cohort-extractor project

* In the Visual Studio Code terminal,
type `opensafely run run_all` and then press ++Enter++
to run the existing project.

### Following the ehrQL tutorial

!!! warning

The default research template repository still uses the older cohort-extractor.
This makes getting started with ehrQL require some extra steps.

This process will be improved in future.

You will need to download the ehrQL example data by the following process:

1. Ensure you are in the repository's top-level by changing directory to
it with `cd ~`
1. Create a new tutorial directory with: `mkdir learning-ehrql`
1. Download files: `wget …`
1. Unzip files: `unzip …`
1. You should see the files.
1. You can now remove the zipped file: `rm …`
1. Change into the tutorial directory with `cd learning-ehrql`

With that done, you can proceed to "Running ehrQL".
It may be useful to read the tutorial "Installation and setup" page,
but everything else will then be ready for you.

## Other features for development

### Running Jupyterlab

* In the Visual Studio Code terminal,
type `opensafely jupyter` and then press ++Enter++
to launch the Jupyterlab server.
* Your web browser should open a new tab or window
or prompt you if you want to open a new tab or window.
This new tab or window allows you to use the Jupyterlab server.
* If this tab or window does not display,
you can navigate to the Ports tab in the terminal,
which will show the web address to the running server.
Click on that link to access the Jupyterlab server.
* You can edit and save files in your codespace from within Jupyterlab.

!!! warning

You will still need to use Visual Studio Code to publish those changes made in your codespace,
to your code repository
[as detailed above](#updating-files-in-the-repository).

### Running command-line Python

* In the Visual Studio Code terminal,
type `opensafely exec python` and then press ++Enter++
to start command-line Python.

### Running command-line R

* In the Visual Studio Code terminal,
type `opensafely exec r` and then press ++Enter++
to start command-line R.

!!! info

We may look into providing a better experience for developing R code in future.

### Running command-line Stata

!!! info

This has not yet been tested,
but could be added in future.

## GitHub Codespaces computer resources

The default codespace has 2 computer processor cores (CPU cores) and 4 GB memory (RAM).
In some cases,
you may find that OpenSAFELY projects exceed the available RAM.

GitHub Codespaces does have virtual machines with more CPU cores and RAM,
but these will use the free quota more quickly.

It is possible to configure what virtual machine type the codespace has when launching the codespace.
See [GitHub's explanation of configuring advanced options](https://docs.github.com/en/codespaces/developing-in-codespaces/creating-a-codespace-for-a-repository?tool=webui#creating-a-codespace-for-a-repository) for a codespace.

It is also possible to [change a virtual machine type for an existing codespace](https://docs.github.com/en/codespaces/customizing-your-codespace/changing-the-machine-type-for-your-codespace#changing-the-machine-type).

## GitHub Codespaces billing

GitHub gives all users a free and decent-sized monthly quota for Codespaces.
This is accessible without a paid account.
See [GitHub's pricing details](https://docs.github.com/en/billing/managing-billing-for-github-codespaces/about-billing-for-github-codespaces).

!!! note

You will not get billed for using Codespaces,
unless you both:

* set a Codespaces spending limit
* and add a payment method

Without billing configured,
if you run out of free quota,
GitHub will only block you from using Codespaces until the next monthly cycle starts.

### Managing codespaces

If you close a codespace in your browser,
it still continues running.
You can return to an open codespace from the code repository.

It is useful to stop or delete codespaces to prevent them from using your quota unnecessarily.

#### Stopping a codespace

See GitHub's documentation for how to stop a codespace.

This stops a codespace running,
but allows you to restart it.

Stopped codespaces still incur storage usage,
but not CPU usage.

#### Deleting a codespace

See GitHub's documentation for how to delete a codespace.

Unlike *stopping* a codespace,
this removes the codespace entirely,

Once deleted, the codespace will not incur any usage

#### Idle timeout

A codespace will eventually stop when it is not being used..
This is a useful feature to prevent you from wasting free or paid Codespaces credit.
This setting can be configured to give a longer or shorter duration.
[See the GitHub documentation](https://docs.github.com/en/codespaces/customizing-your-codespace/setting-your-timeout-period-for-github-codespaces).

!!! info

We are still investigating how we can make Codespaces more useful
for researchers working on OpenSAFELY projects.

Please feel free to ask us questions,
tell us about problems you find,
or give us any other feedback.
1 change: 1 addition & 0 deletions mkdocs.yml
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Expand Up @@ -35,6 +35,7 @@ nav:
- Overview: install-intro.md
- Managing Gitpod workspaces: gitpod-workspaces.md
- GitHub and Git: install-github-and-git.md
- Running OpenSAFELY in GitHub Codespaces: github-codespaces.md
- Python: install-python.md
- Docker: install-docker.md
- OpenSAFELY CLI: opensafely-cli.md
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