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[#147] Improve readme
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Improved the readme and fixed several problems:
* Mention support for GitLab - this is important and wasn't mentioned
  anywhere.
* Add a FAQ clarifying how xrefcheck behaves in some important
  situations.
* We don't need to get into a lot of detail about the syntax of the
  `xrefcheck: ignore` annotations, where they're allowed and where
  they're not. A general idea and a couple of examples are more than
  enough.
* Added the backlink `[↑](#xrefcheck)` where it was missing.
* Fixed inconsistent level headers: we we're using `###` where we should
  be using `##`
* `nix run` should now be `nix shell`
* Add a link to `tests/configs/github-config.yaml` which contains a list
  of all supported config options.
* Instead of mentioning GitHub Actions in the "usage" section and nix in
  a separate section, mention everything in the "usage" section.
* Fixed link to `stack2cabal`
* Fixed typos and rephrased some bits.
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dcastro committed Nov 18, 2022
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213 changes: 93 additions & 120 deletions README.md
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Expand Up @@ -8,44 +8,43 @@

[![Build status](https://badge.buildkite.com/75461331a6058b334383cdfca1071dc1f908b70cf069d857b7.svg?branch=master)](https://buildkite.com/serokell/xrefcheck)

Xrefcheck is a tool for verifying local and external references in repository documentation that is quick, easy to setup, and suitable to be added to CI.
Xrefcheck is a tool for verifying local and external references in a repository's documentation that is quick, easy to setup, and suitable to be run on a CI pipeline.

<img src="https://user-images.githubusercontent.com/5394217/70820564-06b06e00-1dea-11ea-9680-27f661ca2a58.png" alt="Output sample" width="600"/>

### Motivation
## Motivation [](#xrefcheck)

As the project evolves, links in documentation have a tendency to get broken. This is usually because of:
1. File movements;
2. Markdown header renames;
3. Outer sites ceasing their existence.
As a project evolves, links in markdown documentation have a tendency to become broken. This is usually because:
1. A file has been moved;
2. A markdown header has been renamed;
3. An external site has ceased to exist.

This tool will help you to keep references in order.
You can run `xrefcheck` continuously in your CI pipeline,
and it will let you know when it finds a broken link.

### Aims
## Aims [](#xrefcheck)

Comparing to alternative solutions, this tool tries to achieve the following points:

* Quickness - local references are verified instantly even for moderately-sized repositories.
* Easy setup - no extra actions required, just run the tool in the repository root.
Both relative and absolute local links are supported out of the box.
* Quickness
* References are verified in parallel.
* References with the same target URI are only verified once.
* It first attempts to verify external links with a `HEAD` request; only when that fails does it try a `GET` request.
* Resilience
* When you have many links to the same domain, the service is likely to start replying with "429 Too Many Requests".
When this happens, `xrefcheck` will wait the requested amount of seconds before retrying.
* Easy setup - no extra actions required, just run `xrefcheck` in the repository root.
* Conservative verifier allows using this tool in CI, no false positives (e.g. on sites which require authentication) should be reported.

### A comparison with other solutions
## Features [](#xrefcheck)

* [linky](https://github.com/mattias-p/linky) - a well-configurable verifier written in Rust, scans one specified file at a time and works good in pair with system utilities like `find`.
This tool requires some configuring before it can be applied to a repository or added to CI.
* [awesome_bot](https://github.com/dkhamsing/awesome_bot) - a solution written in Ruby that can be easily included in CI or integrated into GitHub.
Its features include duplicated URLs detection, specifying allowed HTTP error codes and reporting generation.
At the moment of writing, it scans only external references and checking anchors is not possible.
* [remark-validate-links](https://github.com/remarkjs/remark-validate-links) and [remark-lint-no-dead-urls](https://github.com/davidtheclark/remark-lint-no-dead-urls) - highly configurable Javascript solution for checking local and remote links resp.
It is able to check multiple repositores at once if they are gathered in one folder.
Being written on JavaScript, it is fairly slow on large repositories.
* [markdown-link-check](https://github.com/tcort/markdown-link-check) - another checker written in JavaScript, scans one specific file at a time.
Supports `mailto:` link resolution.
* [url-checker](https://github.com/paramt/url-checker) - GitHub action which checks links in specified files.
* [linkcheck](https://github.com/filiph/linkcheck) - advanced site crawler, checks for `HTML` files. There are other solutions for this particular task which we don't mention here.

At the moment of writing, the listed solutions don't support ftp/ftps links.
* Supports both GitHub and GitLab flavored markdown.
* Supports Windows and Unix systems.
* Supports relative and absolute local links.
* Supports external links (`http`, `https`, `ftp` and `ftps`).
* Detects broken and ambiguous anchors in local links.
* Integration with GitHub Actions.

## Dependencies [](#xrefcheck)

Expand All @@ -55,23 +54,27 @@ Xrefcheck requires you to have `git` version 2.18.0 or later in your PATH.

We provide the following ways for you to use xrefcheck:

- [GitHub action](https://github.com/marketplace/actions/xrefcheck)
- [statically linked binaries](https://github.com/serokell/xrefcheck/releases)
- [GitHub Actions](https://github.com/marketplace/actions/xrefcheck)
- [Statically linked binaries](https://github.com/serokell/xrefcheck/releases)
- [Docker image](https://hub.docker.com/r/serokell/xrefcheck)
- [building from source](#build-instructions-)
- [Building from source](#build-instructions-)
- Nix
```
nix shell -f https://github.com/serokell/xrefcheck/archive/master.tar.gz -c xrefcheck
```

If none of those are suitable for you, please open an issue!

To find all broken links in a repository, run from within its folder:
To find all broken links in a repository, simply run `xrefcheck` from its root folder:

```sh
xrefcheck
```

To also display all found links and anchors:
To also display a list of all links and anchors:

```sh
xrefcheck -v
xrefcheck --verbose
```

For description of other options:
Expand All @@ -80,113 +83,83 @@ For description of other options:
xrefcheck --help
```

To configure `xrefcheck`, run:

### Special functionality

<details>
<summary>Ignoring external links</summary>

If you want some external links to not be verified, you can use one of the following ways to ignore those links:

1. Add the regular expression that matches the ignoring link to the `ignoreRefs` parameter of your config file.

For example:
```yaml
ignoreRefs:
- https://bad.reference.(org|com)(/?)
```
allows to ignore both `https://bad.reference.org` and `https://bad.reference.com` with or without last "/".

2. Add right in-place annotation using one of the following ignoring modes (each mode is just a comment with a certain syntax).

* Ignore the link:

There are several ways to add this annotation:

* Just add it like a regular text before the ignoring link.

```markdown
Bad ['com' reference](https://bad.reference.com) <!-- xrefcheck: ignore link --> and bad ['org' reference](https://bad.reference.org)
```

* Separate the ignoring link from the annotation and the following text with single new lines.

```markdown
Bad ['com' reference](https://bad.reference.com) and bad <!-- xrefcheck: ignore link -->
['org'](https://bad.reference.org)
reference
```

Therefore only `https://bad.reference.org` will be ignored.

* If the ignoring link is the first in a paragraph, then the annotation can also be added before a paragraph.

```markdown
<!-- xrefcheck: ignore link -->
[Bad 'org' reference](https://bad.reference.org)
[Bad 'com' reference](https://bad.reference.com)
```

It is still the same `https://bad.reference.org` will be ignored in this case.

* Ignore the paragraph:
```sh
xrefcheck dump-config --type GitHub
```

```markdown
<!-- xrefcheck: ignore paragraph -->
Bad ['org' reference](https://bad.reference.org)
Bad ['com' reference](https://bad.reference.com)
This will create a `.xrefcheck.yaml` file with all the configuration
options, [here's an example](tests/configs/github-config.yaml).
This file should be committed to your repository.

Bad ['io' reference](https://bad.reference.io)
```
## Build instructions [](#xrefcheck)

In this way, `https://bad.reference.org` and `https://bad.reference.com` will be ignored and `https://bad.reference.io` will still be verified.
Run `stack install` to build everything and install the executable.
If you wish to use `cabal`, you need to run [`stack2cabal`](https://hackage.haskell.org/package/stack2cabal) first!

* Ignore the whole file:
```markdown
<!-- a comment -->
<!-- another comment -->
## FAQ [](#xrefcheck)

<!-- xrefcheck: ignore all -->
...the rest of the file...
```
1. How do I ignore specific files?
* To ignore a specific file, you can either use the `--ignore <glob pattern>` command-line option,
or the `ignore` list in the config file. Links _to_ those files will be reported as errors, links _from_ those files will not be verified.

Using this you can ignore the whole file.
</details>
1. How do I ignore specific links?
* Add an entry to the `ignoreLocalRefsTo` or `ignoreExternalRefsTo` lists in the config file.
* Alternatively, add a `<!-- xrefcheck: ignore link -->` annotation before the link:
```md
<!-- xrefcheck: ignore link -->
Link to some [invalid resource](https://fictitious.uri/).
```
```md
A [valid link](https://www.google.com)
followed by an <!-- xrefcheck: ignore link --> [invalid link](https://fictitious.uri/).
```
* You can also use a `<!-- xrefcheck: ignore paragraph -->` annotation to ignore all links in a paragraph.

## Configuring
1. How do I ignore all links from a specific markdown file?
* Add a glob pattern to the `ignoreRefsFrom` list in the config file.
* Or add a `<!-- xrefcheck: ignore all -->` at the top of the file.

Configuration template (with all options explained) can be dumped with:
1. How do I ignore all external links?
* If you wish to ignore all http/ftp links, you can use `--mode local-only`.

```sh
xrefcheck dump-config -t GitHub
```
1. How does `xrefcheck` handle links that require authentication?
* It's common for projects to contains links to protected resources.
By default, when `xrefcheck` attempts to verify a link and is faced with a `403 Forbidden` or a `401 Unauthorized`, it assumes the link is valid.
* This behavior can be disabled by setting `ignoreAuthFailures: false` in the config file.

Currently supported options include:
* Timeout for checking external references;
* List of ignored files.
1. How does `xrefcheck` handle redirects?
* `xrefcheck` follows up to 10 HTTP redirects.

## Build instructions [↑](#xrefcheck)

Run `stack install` to build everything and install the executable.
If you want to use cabal, you need to run (`stack2cabal`)[https://hackage.haskell.org/package/stack2cabal] first!

### CI and nix [↑](#xrefcheck)

To build only the executables, run `nix-build`. You can use this line on your CI to use xrefcheck:
```
nix run -f https://github.com/serokell/xrefcheck/archive/master.tar.gz -c xrefcheck
```
1. How does `xrefcheck` handle localhost links?
* By default, `xrefcheck` will ignore links to localhost.
* This behavior can be disabled by removing the corresponding entry from the `ignoreExternalRefsTo` list in the config file.

Our CI uses `nix-build xrefcheck.nix` to build the whole project, including tests and Haddock.
It is based on the [`haskell.nix`](https://input-output-hk.github.io/haskell.nix/) project.
You can do that too if you wish.

## For further work [↑](#xrefcheck)
## Further work [↑](#xrefcheck)

- [ ] Support for non-Unix systems.
- [ ] Support link detection in different languages, not only Markdown.
- [ ] Haskell Haddock is first in turn.

## A comparison with other solutions [↑](#xrefcheck)

* [linky](https://github.com/mattias-p/linky) - a well-configurable verifier written in Rust, scans one specified file at a time and works well with system utilities like `find`.
This tool requires some configuring before it can be applied to a repository or added to CI.
* [awesome_bot](https://github.com/dkhamsing/awesome_bot) - a solution written in Ruby that can be easily included in CI or integrated into GitHub.
Its features include duplicated URLs detection, specifying allowed HTTP error codes and reporting generation.
At the moment of writing, it scans only external references and checking anchors is not possible.
* [remark-validate-links](https://github.com/remarkjs/remark-validate-links) and [remark-lint-no-dead-urls](https://github.com/davidtheclark/remark-lint-no-dead-urls) - highly configurable JavaScript solution for checking local and external links respectively.
It is able to check multiple repositores at once if they are gathered in one folder.
Doesn't handle "429 Too Many Requests", so false positives are likely when you have many links to the same domain.
* [markdown-link-check](https://github.com/tcort/markdown-link-check) - another checker written in JavaScript, scans one specific file at a time.
Supports `mailto:` link resolution.
* [url-checker](https://github.com/paramt/url-checker) - GitHub Action which checks external links in specified files.
Does not check local links.
* [linkcheck](https://github.com/filiph/linkcheck) - advanced site crawler, verifies links in `HTML` files. There are other solutions for this particular task which we don't mention here.

At the moment of writing, the listed solutions don't support ftp/ftps links.

## Issue tracker [↑](#xrefcheck)

We use GitHub issues as our issue tracker.
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