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docs: add PR work handover document
Comprehensive handover tracking: - Original problem statement (PR #179 stuck) - Full plan with 4 phases - Action to date (3 PRs pushed/ready) - Action going forward (next 3 branches + guidelines) - Status table and next-session checklist This document serves as the source of truth for PR work state and continuation instructions for future sessions.
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HANDOVER.md

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# Spatialmath-Python PR Work Handover
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**Last Updated:** 2026-07-27
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**Status:** PR-A, PR-B pushed; PR-C (fix/twist-pitch-clean) ready; 3 branches pending
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---
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## Original Problem
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PR #179 (fix/base-plot-box) was stuck since April 13, 2026, due to:
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- Python 3.8 test failures (Python 3.8 is EOL; removed from CI)
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- Sphinx documentation build warnings (orphaned doc files, bad reST syntax)
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- Merged work from a large mixed-concern "doco-fix" branch was intertwined with other changes
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**User Context:** Returned from focus on other toolboxes (RTB, MVTB, bdsim), needed to catch up on stalled RAI work and prepare clean, focused PRs for review by Jenny Barry (jbarry-bdai).
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---
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## Plan (Established Session 1)
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### Phase 1: Unblock PR #179
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-**Done:** Rebased PR #179 onto `upstream/master` (commit a82fb08)
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-**Result:** CLEAN merge state; CI tests pass (13/13 graphics tests)
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- Status: Ready for Jenny to merge
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### Phase 2: Split Mixed "doco-fix" Branch into Focused PRs
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The original `doco-fix` branch contained 29 files changed across multiple concerns:
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- Function exports & renames (tr2pos2, pos2tr2, tr2adjoint2)
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- Deprecation of tradjoint2 → tr2adjoint2 with backward compatibility
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- Sphinx docstring formatting fixes (19 files)
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- CI config changes & README updates
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**Split Strategy:**
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- **PR-A:** `fix/export-base-functions` — function exports + deprecation alias
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- **PR-B:** `docs/sphinx-docstring-fixes` — docstring fixes, orphaned file cleanup
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- **Other branches:** Process remaining local branches as bite-sized focused PRs
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### Phase 3: Clean Remaining Branches
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Create fresh branches from `upstream/master` for:
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- fix/twist-pitch (currently has CI config noise mixed in)
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- new-imatmul
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- norm-fix
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- printline-fix
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- pyproject-black (config only, may be low priority)
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### Phase 4: Conventional Commits
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All future PRs use conventional commits:
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```
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type(scope): subject
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detailed body
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```
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Examples: `fix(base):`, `feat(twist):`, `docs:`, `refactor:`, `chore:`
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---
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## Action to Date (Session 2: 2026-07-27)
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### ✅ PR-A: fix/export-base-functions
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- **Branch:** `fix/export-base-functions`
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- **Commit:** 40fad13
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- **Changes:**
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- Export 3 functions: `pos2tr2`, `tr2pos2`, `tr2adjoint2`
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- Rename: `tradjoint2``tr2adjoint2` (naming consistency with 3D `tr2adjoint`)
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- Add deprecated alias `tradjoint2` with `DeprecationWarning` (version 1.1.16)
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- Update tests: renamed test, added deprecation warning test
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- **Tests:** 19/19 transforms2d tests pass ✅
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- **Status:** Pushed to origin; **waiting for PR creation to RAI** (was having gh CLI issues)
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### ✅ PR-B: docs/sphinx-docstring-fixes
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- **Branch:** `docs/sphinx-docstring-fixes`
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- **Commit:** d4f56bf
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- **Changes:**
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- Fixed LaTeX escaping in docstrings (missing braces, convert to raw strings)
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- Corrected reST indentation (documentation lists, note blocks)
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- Fixed code example imports (e.g., `trnorm``trnorm2`, `math.pi``np.pi`)
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- Updated cross-references (`:meth:`, `~seealso:` format)
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- Fixed parameter name refs (e.g., `S``s` in docstrings)
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- Added missing type annotations in parameter docs
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- **Deleted** orphaned doc files: `docs/source/classes-2d.rst`, `docs/source/classes-3d.rst`
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- 18 files modified (19 if counting deleted)
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- **Status:** Pushed to origin; **PR created to RAI** (by user)
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### ✅ PR-C: fix/twist-pitch-clean
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- **Branch:** `fix/twist-pitch-clean` (created fresh from `upstream/master`)
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- **Commit:** beef079
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- **Changes:**
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- Added missing denominator in Twist3.pitch calculation
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- Before: `return np.dot(self.w, self.v)`
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- After: `return np.dot(self.w, self.v) / np.dot(self.w, self.w)`
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- Formula: `pitch = (w · v) / (w · w)` — translation per radian along screw axis
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- **Tests:** 25/25 twist tests pass ✅
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- **Status:** Pushed to origin; **ready for PR creation**
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- **Note:** Original `fix/twist-pitch` branch had noise (CI config, README); this is clean
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---
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## Action Going Forward
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### Immediate (Next Session)
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1. **PR-A & PR-B:** Monitor RAI review feedback (tag jbarry-bdai on PRs if not already done)
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2. **PR-C:** Create PR to RAI for `fix/twist-pitch-clean`
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3. **Cleanup:** Delete old noisy branches locally:
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- `doco-fix` (content split into PR-A & PR-B)
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- `fix/twist-pitch` (replaced by fix/twist-pitch-clean)
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- Any others with mixed concerns
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### Phase: Next 3 Branches (Create Fresh from upstream/master)
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#### PR-D: new-imatmul (feat/matrix in-place multiplication)
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- **Current branch:** `new-imatmul` (4729fbf)
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- **Expected scope:** Add `@=` operator for SO2, SE2, SO3, SE3 with in-place mult + normalization
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- **Action:**
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1. Create fresh `feat/imatmul` from `upstream/master`
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2. Apply ONLY the operator/class changes (exclude any config/CI noise)
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3. Test all matrix/pose classes
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4. Commit: `feat(pose,matrix): add @= operator with normalization`
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5. Push & create PR
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#### PR-E: printline-fix (Consistent string representation)
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- **Current branch:** `printline-fix` (9dc38f9)
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- **Expected scope:** Consistent `printline()` method for SO2, SE2, SO3, SE3, Quaternion, UnitQuaternion
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- **Action:**
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1. Create fresh `refactor/printline` from `upstream/master`
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2. Apply formatting/base functions for line-string conversion
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3. Test all pose/quaternion classes
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4. Commit: `refactor: consistent printline() across pose and quaternion classes`
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5. Push & create PR
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#### PR-F: norm-fix (Rotation matrix normalization)
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- **Current branch:** `norm-fix` (90d41de) — **marked WIP**
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- **Expected scope:** Ensure rotation matrices normalized by default on SO2/SE2/SO3/SE3 creation
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- **⚠️ Investigation needed:**
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- Determine if this is feature-complete or truly WIP
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- Check test coverage
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- Verify no breaking changes to existing tests
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- **Action:**
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1. Evaluate completeness; if WIP, may defer until Jenny reviews
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2. If complete: create fresh `feat/normalize-rotations` from `upstream/master`
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3. Apply changes, test thoroughly
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4. Commit: `feat(pose): normalize rotation matrices on construction`
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5. Push & create PR (or flag for later if investigation shows issues)
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### Lower Priority (Optional)
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#### PR-G: pyproject-black (Config)
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- **Current branch:** `pyproject-black` (1915b9d)
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- **Scope:** Configure black to use version 23 for consistency
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- **Status:** Config-only; can batch with another PR or defer
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- **Action:** If prioritized: create fresh `chore(config): pin black to version 23`, apply, test
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### General Guidelines for All Future PRs
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1. **Always create fresh branch from `upstream/master`:**
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```bash
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git checkout upstream/master
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git checkout -b feature-name
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```
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2. **Apply ONLY the changes for that specific concern:**
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- No CI config unless directly required by feature
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- No README updates unless directly required
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- No format-only changes mixed with functional changes
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3. **Test before commit:**
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```bash
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conda run -n dev python -m pytest tests/ -x -q
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```
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4. **Conventional commit format:**
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```
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type(scope): subject line (50 chars max)
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- Bullet 1
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- Bullet 2
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- All X tests pass ✅
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```
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5. **Push to origin, create PR to bdaiinstitute:**
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```bash
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git push origin branch-name
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# Visit: https://github.com/bdaiinstitute/spatialmath-python/compare/master...petercorke:branch-name
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```
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---
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## Summary Table
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| PR | Branch | Commit | Status | Tests | Next Action |
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|---|---|---|---|---|---|
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| A | fix/export-base-functions | 40fad13 | ✅ Pushed | 19/19 | Create PR to RAI |
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| B | docs/sphinx-docstring-fixes | d4f56bf | ✅ Pushed | N/A (docs) | Monitor review |
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| C | fix/twist-pitch-clean | beef079 | ✅ Pushed | 25/25 | Create PR to RAI |
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| D | feat/imatmul | TBD | 🟡 Pending | ? | Create fresh branch, apply changes |
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| E | refactor/printline | TBD | 🟡 Pending | ? | Create fresh branch, apply changes |
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| F | feat/normalize-rotations | TBD | 🔴 Blocked | ? | Investigate completeness first |
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| G | chore(config):black | TBD | 🟡 Optional | N/A | Low priority, batch or defer |
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---
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## Key Contacts
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- **Jenny Barry** (jbarry-bdai): Main RAI reviewer
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- **Mark Yeatman** (myeatman-bdai): Secondary reviewer
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- **Repo:** bdaiinstitute/spatialmath-python
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---
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## Notes for Future Sessions
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1. **doco-fix branch:** Once PR-A and PR-B are merged, delete the old `doco-fix` branch (content is split)
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2. **norm-fix status:** Before working on PR-F, investigate whether `norm-fix` branch is feature-complete or blocked on design questions
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3. **PR reviews:** Check email/GitHub for feedback on PRs A, B, C—may require updates before merge
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4. **Version pinning:** All deprecations in this session use version 1.1.16; update if version bump happens
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---
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**Next Session Checklist:**
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- [ ] Create PR for PR-C (fix/twist-pitch-clean) to RAI
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- [ ] Monitor feedback on PR-A & PR-B
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- [ ] Investigate norm-fix branch completeness
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- [ ] Start PR-D (imatmul) or PR-E (printline) if A/B/C reviews are clear
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- [ ] Delete old branches (doco-fix, fix/twist-pitch) once cleaned up

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