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[update.documentation.reggie] Updated the Regression Testing chapter in the developer guide

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219 changes: 180 additions & 39 deletions docs/documentation/developerguide/reggie.md
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# Regression Testing

The purpose of regression testing is summarized by the following quote:
The purpose of regression testing is summarized by the following [Wikipedia quote](https://en.wikipedia.org/wiki/Regression_testing) {cite}`Basu2015`:

> *Regression testing (rarely non-regression testing) is re-running functional and non-functional tests to ensure that previously developed and tested software still performs after a change.*
Wikipedia: https://en.wikipedia.org/wiki/Regression_testing

## Reggie2.0 Tool
## reggie2.0 Tool

PICLas is continuously tested by utilizing a Python based regression testing environment, which is
run by gitlab-runners. Therefore, the tool *reggie2.0* is used, which is found under
[https://github.com/piclas-framework/reggie2.0](https://github.com/piclas-framework/reggie2.0)
run by a [Gitlab Runner](https://docs.gitlab.com/runner/). Therefore, the tool *reggie2.0* is used, which is found under
[https://github.com/piclas-framework/reggie2.0](https://github.com/piclas-framework/reggie2.0).
Additionally, the different [Analyze routines](https://github.com/piclas-framework/reggie2.0#analyze-routines-for-analyzeini)
defined in the *analysis.ini* files that can be applied and the general structure of a regression test is described there.
Different tests are executed on check-in, during nightly or weekly testing. These tests are defined
in the file *.gitlab-ci.yml* that is located in the top level repository directory of PICLas.
In this file, various tests are defined, which are found under *regressioncheck* and a summary
of the different tests for PICLas are given [here](https://github.com/piclas-framework/piclas/blob/master/REGGIE.md).
The automatic execution by a [Gitlab Runner](https://docs.gitlab.com/runner/) can be performed on any machine that is connected to the
internet and in the following sections, the setup of such a machine is described.

Additionally, the different analysis methods that can be applied and the general structure of a
regression test is described there.
### Local execution of reggie2.0
To quickly test regression checks locally, either to reproduce an error that has occurred during a GitLab pipeline or to test newly
developed code, the [reggie2.0](https://github.com/piclas-framework/reggie2.0) tool can be executed without the need to install a
[Gitlab Runner](https://docs.gitlab.com/runner/).

Different tests are executed on check-in, during nightly or weekly testing. These tests are defined
in the file *.gitlab-ci.yml* that is located in the top level repository directory of PICLas. In
this file, various tests are defined, which are found under *regressioncheck* and a summary
of the different tests is given under https://github.com/piclas-framework/piclas/blob/master/REGGIE.md
1. Download or update the [reggie2.0 repository](https://github.com/piclas-framework/reggie2.0) locally.
For convenience, an *alias* can be created, e.g.,

alias reg='python3 /path/to/reggie2.0/reggie.py'

where the expression */path/to/reggie2.0/reggie.py* has to be correctly set for the current system, which must point to the local
[reggie.py](https://github.com/piclas-framework/reggie2.0/blob/master/reggie.py) file.
Add the alias definitions to the *~/.bashrc* file to have the functions available in the future.
An overview of the files and functions can be found [here](https://github.com/piclas-framework/reggie2.0?tab=readme-ov-file#overview).

Run the tool with `--help` to get an overview of the available options

reg --help

1. Build the required executable, e.g., *piclas*, either automatically using the [reggie2.0](https://github.com/piclas-framework/reggie2.0)
tool or configure cmake and compile the executable by hand.

Building the executable automatically requires a directory under *regressioncheck* that contains a *builds.ini* file from which
all the compilation flags are read automatically and is described in the next step because automatic compilation is always
accompanied by also running the code and analysing the results.

There is also a *bash* script to extract a single *cmake* command line containing all the compiler settings from the *builds.ini* to
compile a single executable by hand.
Navigate to a *build* directory and run the script

cd ~/piclas/build
./../tools/cmake-builds-ini.sh ../regressioncheck/NIG_convtest_poisson/builds.ini

The output of the script will look like this

CMAKE_BUILD_TYPE ........................ Debug,Release
LIBS_BUILD_HDF5 ......................... OFF
PICLAS_POLYNOMIAL_DEGREE ................ N
PICLAS_EQNSYSNAME ....................... poisson
PICLAS_TIMEDISCMETHOD ................... RK3
LIBS_USE_MPI ............................ ON,OFF
PICLAS_NODETYPE ......................... GAUSS
PICLAS_PARTICLES ........................ ON,OFF
PICLAS_CODE_ANALYZE ..................... ON,OFF
PICLAS_PETSC ............................ OFF,ON

Select the first set of options via

cmake .. -DCMAKE_BUILD_TYPE=Debug -DLIBS_BUILD_HDF5=OFF -DPICLAS_POLYNOMIAL_DEGREE=N -DPICLAS_EQNSYSNAME=poisson -DPICLAS_TIMEDISCMETHOD=RK3 -DLIBS_USE_MPI=ON -DPICLAS_NODETYPE=GAUSS -DPICLAS_PARTICLES=ON -DPICLAS_CODE_ANALYZE=ON -DPICLAS_PETSC=OFF

The last line can directly be copied into the terminal within a build directory to generate the make files for compiling PICLas with the
first set of parameter options given in the *builds.ini* file (ignoring the *nocrosscombination* statements).
Simply adjust the last line to have the correct flags set, execute *cmake* in the *build* directory and run *make* to compile:

cmake .. -DCMAKE_BUILD_TYPE=Debug -DLIBS_BUILD_HDF5=OFF -DPICLAS_POLYNOMIAL_DEGREE=N -DPICLAS_EQNSYSNAME=poisson -DPICLAS_TIMEDISCMETHOD=RK3 -DLIBS_USE_MPI=ON -DPICLAS_NODETYPE=GAUSS -DPICLAS_PARTICLES=ON -DPICLAS_CODE_ANALYZE=ON -DPICLAS_PETSC=ON
make -j

Note that `-DPICLAS_PETSC=ON` has been adjusted in the above command.
This will compile the *piclas* executable and it will be placed in the current directory under *bin*.
Important note: Some regression tests build the hopr meshes "on-the-fly", hence, the *hopr* executable is required additionally.
There are different possibilities to supply the *hopr* executable that is required:

1. Set the compile flag `LIBS_DOWNLOAD_HOPR=ON`, which automatically downloads the *hopr* executable and places a link under
*./bin* in the current build directory. This can be used if the *piclas* executable is compiled by hand.
1. Set the environment variable via `export HOPR_PATH=/path/to/hopr` to point to the *hopr* executable on the current system

1. Run the [reggie2.0](https://github.com/piclas-framework/reggie2.0) tool either a) automatic mode or b) pre-compiled mode:

This file is used to compile one or more *piclas* executables and the directories that accompany the *builds.ini* file will be used
for testing. Note that not all executables might be used for those directories, as they might be excluded via the
*excludebuild.ini* file.

To run the automatic compilation and testing procedure, simply navigate the terminal to a location outside of the
*regressioncheck* directory (which is found in the *piclas* repository).
Switch to the *home* directory and run the [reggie2.0](https://github.com/piclas-framework/reggie2.0) tool there via

The automatic execution by *gitlab-runners* can be performed on any machine that is connected to the
internet and in the following section, the setup of such a machine is described
cd ~
reg /path/to/piclas/regressioncheck/NIG_DSMC

## Local Testing of GitLab CI
to start compiling and executing the resulting code.
All output is placed under a new directory *output_dir* within the current directory.
Never run the [reggie2.0](https://github.com/piclas-framework/reggie2.0) tool from within the */path/to/piclas/regressioncheck/*
//as the directory tree structure is copied from there and the source path and target path cannot be the same!
This procedure will run all the example directories under *NIG_DSMC*.

To locally test the GitLab CI (including a YAML verification), [gitlab-ci-local](https://github.com/firecow/gitlab-ci-local) can be used. An installation guide can be found here: [Link](https://github.com/firecow/gitlab-ci-local#linux-based-on-debian). After a successful installation, you can view the available parameters through
ls /path/to/piclas/regressioncheck/NIG_DSMC

2D_VTS_Distribution builds.ini RotPeriodicBC SURF_PROB_DifferentProbs VSS_VHS_SelfDiffusion
Ambipolar_Diffusion Macroscopic_Restart RotPeriodicBCMulti SURF_PROB_MultiReac
Ambipolar_Diffusion_SF MCC_BGG_Elec_XSec_Sampling RotPeriodicBCMultiInterPlane VirtualCellMerge

To run the pre-compiled executable, navigate to the corresponding *build* directory and run the
[reggie2.0](https://github.com/piclas-framework/reggie2.0) tool there

cd ~/piclas/build
reg -e ./bin/piclas ../regressioncheck/NIG_DSMC/Ambipolar_Diffusion

to run a specific test case, e.g., *Ambipolar_Diffusion*.

1. The *analysis.ini* file within the *Ambipolar_Diffusion* directory lists the analysis that is performed after the successful
execution of *piclas*.
An overview of the available analysis functions can be found [here](https://github.com/piclas-framework/reggie2.0?tab=readme-ov-file#analyze-routines-for-analyzeini).
Also, look into the existing *regressioncheck* examples to get an idea how to construct a new *regressioncheck* setup or modify
an existing one.


1. Reference files: They can be created automatically with the command line arguments

-z, --rc Create/Replace reference files that are required for analysis. After running the program, the output files are stored in the check-/example-directory.
-i, --noMPI Run program without "mpirun" (single thread execution).

for analysis files, which use a reference file with which the output of a run is compared.
Here, the flag `-i` is used to create the reference file with a single-core run, which is suggested as a best practice as the
actual run might be performed with multiple cores and the output should ideally be the same.
An example is given under [regressioncheck/WEK_DSMC/ChannelFlow_SurfChem_AdsorpDesorp_CO_O2](https://github.com/piclas-framework/piclas/blob/master/regressioncheck/WEK_DSMC/ChannelFlow_SurfChem_AdsorpDesorp_CO_O2/analyze.ini)
where *.h5* files are compared.

## Running GitLab *.gitlab-ci.yml* Tests

The GitLab CI/CD tests can either be run *locally* or *remotely* and both methods are explained in the following.
The tests are defined in the file *.gitlab-ci.yml* in the top-level directory of the piclas repository.

### Remote Testing on Gitlab

Open a browser and go to the [piclas gitlab pipelines website](https://piclas.boltzplatz.eu/piclas/piclas/-/pipelines), where the
latest pipeline jobs are displayed. To start a new pipeline, click the button *Run pipeline* and select the required branch name or
tag, which should be tested. Then, define the necessary *Variables*, which are summarized in {numref}`tab:pipeline_vars`.

```{table} Gitlab pipeline variables
---
name: tab:pipeline_vars
---
| Property | Description | Value |
| ----------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- | :-----: |
| DO_CHECKIN | short tests that are also run, when new commits are pushed | T |
| DO_NIGHTLY | longer tests, executed every day | T |
| DO_WEEKLY | very long tests, executed once a week | T |
| DO_NODE_SPLIT | MPI: virtual CPU splitting for multi-node testing, where a specific number of cores/threads are grouped in separate nodes (default is 2) | T |
| DO_CORE_SPLIT | MPI: virtual CPU splitting for multi-node testing, where each core/thread resembles a separate node | T |
| DO_MPICH | MPI: Force compilation using MPICH instead of OpenMPI | T |
```

Per default, `DO_CHECKIN`, `DO_NIGHTLY`, `DO_WEEKLY`, `DO_NODE_SPLIT` and `DO_CORE_SPLIT` are tested automatically for the branch
*master.dev*. For details, see the [Pipeline schedules](https://piclas.boltzplatz.eu/piclas/piclas/-/pipeline_schedules) section in Gitlab.

### Local Testing using *gitlab-ci-local*

To locally test the GitLab CI (including a YAML verification), [gitlab-ci-local](https://github.com/firecow/gitlab-ci-local) can be used.
An installation guide can be found [here](https://github.com/firecow/gitlab-ci-local#linux-based-on-debian).
After a successful installation, you can view the available parameters through
```
gitlab-ci-local --help
```
Expand All @@ -37,18 +179,18 @@ To view all stages and tests:
```
gitlab-ci-local --list-all
```
To execute the check-in pipeline locally (ie. the jobs that were shown with the `--list` command), use
To execute the check-in pipeline locally (i.e. the jobs that were shown with the `--list` command), use
```
gitlab-ci-local --shell-isolation
```
to avoid errors due to parallel writing of the ctags.txt file. An alternative is to limit the concurrent execution to one job, which
is analogous to the current configuration on the Gitlab Runner (requires gitlab-ci-local in version 4.42.0)
is analogous to the current configuration on the [Gitlab Runner](https://docs.gitlab.com/runner/) (requires gitlab-ci-local in version 4.42.0)
```
gitlab-ci-local --concurrency=1
```
It should be noted that currently the cache creation & utilization does not seem to represent the remote execution, meaning that some
errors might only be recognized after a push to the remote. A specific job can be executed simply by reference its name, and to also
consider the dependencies (ie. the `needs:`), the following command can be utilized to execute, for example the DSMC check-in job:
consider the dependencies (i.e. the `needs:`), the following command can be utilized to execute, for example the DSMC check-in job:
```
gitlab-ci-local --needs CHE_DSMC
```
Expand All @@ -58,13 +200,15 @@ gitlab-ci-local --preview preview.yml
```
which gives the expanded version of utilized `extends:` and `<<:` templates.

## Regression Server *Gitlab Runner* Setup
In a first step, the required software packages for PICLas and Reggie2.0 are installed on a new
system. In a second step, the *gitlab-runner* program is installed and the setup of runner is
described.
Note that currently (as of 18.06.2024), for gitlab-ci-local to work properly the `module` calls at the end of `before_script` have to be commented out as the software stack of the reggie server is expected.

### Regression Test *Gitlab Runner* Setup for self-hosted Servers
This section describes the necessary steps to install a [Gitlab Runner](https://docs.gitlab.com/runner/) on a Ubuntu system to run *Gitlab Build Pipelines*.
In a first step, the required software packages for PICLas and [reggie2.0](https://github.com/piclas-framework/reggie2.0) are installed on a new system.
In a second step, the *gitlab-runner* program is installed and the setup of runner is described.

### Required Installation of Software on Clean Ubuntu Setup (18.04)
Latest tests on
#### Prerequisites: Installation of Software on Clean Ubuntu Setup (18.04)
Latest tests on

* Ubuntu (18.04), 3 Jul 2019
* Ubuntu server (18.04.3 LTS), 19 Nov 2019
Expand All @@ -81,7 +225,7 @@ The script contains the following packages
sudo apt-get update
# compiler
sudo apt-get install make cmake cmake-curses-gui gfortran g++ gcc
sudo apt-get install make cmake cmake-curses-gui gfortran g++ gcc
# python
sudo apt-get install python python-numpy python3 python3-numpy python3-matplotlib python-matplotlib
Expand Down Expand Up @@ -112,7 +256,7 @@ sudo apt-get install texlive-base
sudo apt-get install texlive-latex-extra
# hdf5-file viewer
sudo apt-get install hdfview
sudo apt-get install hdfview
# Install libs for reggie
sudo apt-get install python-h5py
Expand Down Expand Up @@ -191,8 +335,8 @@ or by loading the modules directly in the gilab script file, e.g.,
NOTE: The stack size limit has been removed here by `ulimit -s unlimited`, which might be required
by memory consuming programs

### Installation Steps for Gitlab Runners
Latest tests on
#### Installation of Gitlab Runners
Latest tests on

* Ubuntu (18.04) with gitlab-runner 10.5.0 (10.5.0), 3 Jul 2019
* Ubuntu server (18.04.3 LTS) with gitlab-runner 10.5.0 (10.5.0), 19 Nov 2019
Expand All @@ -209,8 +353,8 @@ Latest tests on
```
sudo gitlab-runner start
```
3. Register a runner using a shell executor (follow the information in the official guideline as it
can vary slightly from version to version), on gitlab see `Settings` $\rightarrow$ `CI / CD Settings`
3. Register a runner using a shell executor (follow the information in the official guideline as it
can vary slightly from version to version), on gitlab see `Settings` $\rightarrow$ `CI / CD Settings`
$\rightarrow$ `Runners` (registration token during setup)
```
sudo gitlab-runner register
Expand All @@ -223,19 +367,19 @@ Latest tests on
```
ssh-keygen -t ecdsa -b 521
```
Add key to `Enabled deploy keys`. If multiple codes are on gitlab, add the key to one
Add key to `Enabled deploy keys`. If multiple codes are on gitlab, add the key to one
repository and select the key on the other repositories via `Privately accessible deploy keys`.
Clone a code from each platform to create known hosts then
```
sudo cp .ssh/* /var/lib/gitlab-runner/.ssh
```
Check rights in this folder. If necessary make gitlab-runner own the files with
Check rights in this folder. If necessary make gitlab-runner own the files with
```
sudo chown -R gitlab-runner:gitlab-runner /var/lib/gitlab-runner/.ssh/
```
If the runner is used to push to remote repositories, add the public key under *deploy keys*
and execute, e.g.,
and execute, e.g.,
```
sudo -u gitlab-runner git clone [email protected]:piclas-framework/piclas.git piclas_github
```
Expand All @@ -245,10 +389,7 @@ Latest tests on
NOTE: Interesting information is found in `/etc/systemd/system/gitlab-runner.service`.
### **Configuration files**
#### Configuration Files
The runner services can be adjusted by changing the settings in the file
Expand Down Expand Up @@ -310,7 +451,7 @@ check_interval = 0
[runners.cache]
```
### Automatic Deployment to other platforms
#### Automatic Deployment to Other Platforms (GitHub)
1. Add the required ssh key to the deploy keys on the respective platform (e.g. github)
1. Clone a code from the platform to update the list of known hosts. Do not forget to copy the
Expand Down
8 changes: 8 additions & 0 deletions docs/documentation/references.bib
Original file line number Diff line number Diff line change
Expand Up @@ -895,3 +895,11 @@ @inproceedings{Beyer2022RGD
booktitle={32nd International Symposium on Rarefied Gas Dynamics},
year={2022}
}

@book{Basu2015,
title={Software quality assurance, testing and metrics},
author={Basu, Anirban},
year={2015},
publisher={PHI Learning Pvt. Ltd.}
}

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