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diff --git a/CONTRIBUTING.md b/CONTRIBUTING.md new file mode 100644 index 0000000..cec5265 --- /dev/null +++ b/CONTRIBUTING.md @@ -0,0 +1,500 @@ +# <a id="contributing"></a> Contributing + +Icinga is an open source project and lives from your ideas and contributions. + +There are many ways to contribute, from improving the documentation, submitting +bug reports and features requests or writing code to add enhancements or fix bugs. + +#### Table of Contents + +1. [Introduction](#contributing-intro) +2. [Fork the Project](#contributing-fork) +3. [Branches](#contributing-branches) +4. [Commits](#contributing-commits) +5. [Pull Requests](#contributing-pull-requests) +6. [Testing](#contributing-testing) +7. [Source Code Patches](#contributing-patches-source-code) +8. [Documentation Patches](#contributing-patches-documentation) +9. [Contribute CheckCommand Definitions](#contributing-patches-itl-checkcommands) +10. [Review](#contributing-review) + +## <a id="contributing-intro"></a> Introduction + +Please consider our [roadmap](https://github.com/Icinga/icinga2/milestones) and +[open issues](https://github.com/icinga/icinga2/issues) when you start contributing +to the project. +Issues labeled with [help wanted](https://github.com/Icinga/icinga2/labels/help%20wanted) or +[good first issue](https://github.com/Icinga/icinga2/labels/good%20first%20issue) will +help you get started more easily. + +Before starting your work on Icinga 2, you should [fork the project](https://help.github.com/articles/fork-a-repo/) +to your GitHub account. This allows you to freely experiment with your changes. +When your changes are complete, submit a [pull request](https://help.github.com/articles/using-pull-requests/). +All pull requests will be reviewed and merged if they suit some general guidelines: + +* Changes are located in a topic branch +* For new functionality, proper tests are written +* Changes should follow the existing coding style and standards + +Please continue reading in the following sections for a step by step guide. + +## <a id="contributing-fork"></a> Fork the Project + +[Fork the project](https://help.github.com/articles/fork-a-repo/) to your GitHub account +and clone the repository: + +```bash +git clone git@github.com:dnsmichi/icinga2.git +cd icinga2 +``` + +Add a new remote `upstream` with this repository as value. + +```bash +git remote add upstream https://github.com/icinga/icinga2.git +``` + +You can pull updates to your fork's master branch: + +```bash +git fetch --all +git pull upstream HEAD +``` + +Please continue to learn about [branches](CONTRIBUTING.md#contributing-branches). + +## <a id="contributing-branches"></a> Branches + +Choosing a proper name for a branch helps us identify its purpose and possibly +find an associated bug or feature. +Generally a branch name should include a topic such as `bugfix` or `feature` followed +by a description and an issue number if applicable. Branches should have only changes +relevant to a specific issue. + +```bash +git checkout -b bugfix/service-template-typo-1234 +git checkout -b feature/config-handling-1235 +``` + +Continue to apply your changes and test them. More details on specific changes: + +* [Source Code Patches](#contributing-patches-source-code) +* [Documentation Patches](#contributing-patches-documentation) +* [Contribute CheckCommand Definitions](#contributing-patches-itl-checkcommands) + +## <a id="contributing-commits"></a> Commits + +Once you've finished your work in a branch, please ensure to commit +your changes. A good commit message includes a short topic, additional body +and a reference to the issue you wish to solve (if existing). + +Fixes: + +``` +Fix problem with notifications in HA cluster + +There was a race condition when restarting. + +refs #4567 +``` + +Features: + +``` +Add ITL CheckCommand printer + +Requires the check_printer plugin. + +refs #1234 +``` + +You can add multiple commits during your journey to finish your patch. +Don't worry, you can squash those changes into a single commit later on. + +Ensure your name and email address in the commit metadata are correct. +In your first contribution (PR) also add them to [AUTHORS](./AUTHORS). +If those metadata changed since your last successful contribution, +you should update [AUTHORS](./AUTHORS) and [.mailmap](./.mailmap). +For the latter see [gitmailmap(5)](https://git-scm.com/docs/gitmailmap). + +## <a id="contributing-pull-requests"></a> Pull Requests + +Once you've commited your changes, please update your local master +branch and rebase your bugfix/feature branch against it before submitting a PR. + +```bash +git checkout master +git pull upstream HEAD + +git checkout bugfix/notifications +git rebase master +``` + +Once you've resolved any conflicts, push the branch to your remote repository. +It might be necessary to force push after rebasing - use with care! + +New branch: + +```bash +git push --set-upstream origin bugfix/notifications +``` + +Existing branch: + +```bash +git push -f origin bugfix/notifications +``` + +You can now either use the [hub](https://hub.github.com) CLI tool to create a PR, or nagivate +to your GitHub repository and create a PR there. + +The pull request should again contain a telling subject and a reference +with `fixes` to an existing issue id if any. That allows developers +to automatically resolve the issues once your PR gets merged. + +``` +hub pull-request + +<a telling subject> + +fixes #1234 +``` + +Thanks a lot for your contribution! + + +### <a id="contributing-rebase"></a> Rebase a Branch + +If you accidentally sent in a PR which was not rebased against the upstream master, +developers might ask you to rebase your PR. + +First off, fetch and pull `upstream` master. + +```bash +git checkout master +git fetch --all +git pull upstream HEAD +``` + +Then change to your working branch and start rebasing it against master: + +```bash +git checkout bugfix/notifications +git rebase master +``` + +If you are running into a conflict, rebase will stop and ask you to fix the problems. + +``` +git status + + both modified: path/to/conflict.cpp +``` + +Edit the file and search for `>>>`. Fix, build, test and save as needed. + +Add the modified file(s) and continue rebasing. + +```bash +git add path/to/conflict.cpp +git rebase --continue +``` + +Once succeeded ensure to push your changed history remotely. + +```bash +git push -f origin bugfix/notifications +``` + + +If you fear to break things, do the rebase in a backup branch first and later replace your current branch. + +```bash +git checkout bugfix/notifications +git checkout -b bugfix/notifications-rebase + +git rebase master + +git branch -D bugfix/notifications +git checkout -b bugfix/notifications + +git push -f origin bugfix/notifications +``` + +### <a id="contributing-squash"></a> Squash Commits + +> **Note:** +> +> Be careful with squashing. This might lead to non-recoverable mistakes. +> +> This is for advanced Git users. + +Say you want to squash the last 3 commits in your branch into a single one. + +Start an interactive (`-i`) rebase from current HEAD minus three commits (`HEAD~3`). + +```bash +git rebase -i HEAD~3 +``` + +Git opens your preferred editor. `pick` the commit in the first line, change `pick` to `squash` on the other lines. + +``` +pick e4bf04e47 Fix notifications +squash d7b939d99 Tests +squash b37fd5377 Doc updates +``` + +Save and let rebase to its job. Then force push the changes to the remote origin. + +```bash +git push -f origin bugfix/notifications +``` + + +## <a id="contributing-testing"></a> Testing + +Please follow the [documentation](https://icinga.com/docs/icinga2/snapshot/doc/21-development/#test-icinga-2) +for build and test instructions. + +You can help test-drive the latest Icinga 2 snapshot packages inside the +[Icinga 2 Vagrant boxes](https://github.com/icinga/icinga-vagrant). + + +## <a id="contributing-patches-source-code"></a> Source Code Patches + +Icinga 2 can be built on Linux/Unix nodes and Windows clients. In order to develop patches for Icinga 2, +you should prepare your own local build environment and know how to work with C++. + +Please follow the [development documentation](https://icinga.com/docs/icinga2/latest/doc/21-development/) +for development environments, the style guide and more advanced insights. + +## <a id="contributing-patches-documentation"></a> Documentation Patches + +The documentation is written in GitHub flavored [Markdown](https://guides.github.com/features/mastering-markdown/). +It is located in the `doc/` directory and can be edited with your preferred editor. You can also +edit it online on GitHub. + +```bash +vim doc/2-getting-started.md +``` + +In order to review and test changes, you can install the [mkdocs](https://www.mkdocs.org) Python library. + +```bash +pip install mkdocs +``` + +This allows you to start a local mkdocs viewer instance on http://localhost:8000 + +```bash +mkdocs serve +``` + +Changes on the chapter layout can be done inside the `mkdocs.yml` file in the main tree. + +There also is a script to ensure that relative URLs to other sections are updated. This script +also checks for broken URLs. + +```bash +./doc/update-links.py doc/*.md +``` + +## <a id="contributing-patches-itl-checkcommands"></a> Contribute CheckCommand Definitions + +The Icinga Template Library (ITL) and its plugin check commands provide a variety of CheckCommand +object definitions which can be included on-demand. + +Advantages of sending them upstream: + +* Everyone can use and update/fix them. +* One single place for configuration and documentation. +* Developers may suggest updates and help with best practices. +* You don't need to care about copying the command definitions to your satellites and clients. + +#### <a id="contributing-itl-checkcommands-start"></a> Where do I start? + +Get to know the check plugin and its options. Read the general documentation on how to integrate +your check plugins and how to create a good CheckCommand definition. + +A good command definition uses: + +* Command arguments including `value`, `description`, optional: `set_if`, `required`, etc. +* Comments `/* ... */` to describe difficult parts. +* Command name as prefix for the custom attributes referenced (e.g. `disk_`) +* Default values + * If `host.address` is involved, set a custom attribute (e.g. `ping_address`) to the default `$address$`. This allows users to override the host's address later on by setting the custom attribute inside the service apply definitions. + * If the plugin is also capable to use ipv6, import the `ipv4-or-ipv6` template and use `$check_address$` instead of `$address$`. This allows to fall back to ipv6 if only this address is set. + * If `set_if` is involved, ensure to specify a sane default value if required. +* Templates if there are multiple plugins with the same basic behaviour (e.g. ping4 and ping6). +* Your love and enthusiasm in making it the perfect CheckCommand. + +#### <a id="contributing-itl-checkcommands-overview"></a> I have created a CheckCommand, what now? + +Icinga 2 developers love documentation. This isn't just because we want to annoy anyone sending a patch, +it's a matter of making your contribution visible to the community. + +Your patch should consist of 2 parts: + +* The CheckCommand definition. +* The documentation bits. + +[Fork the repository](https://help.github.com/articles/fork-a-repo/) and ensure that the master branch is up-to-date. + +Create a new fix or feature branch and start your work. + +```bash +git checkout -b feature/itl-check-printer +``` + +#### <a id="contributing-itl-checkcommands-add"></a> Add CheckCommand Definition to Contrib Plugins + +There already exists a defined structure for contributed plugins. Navigate to `itl/plugins-contrib.d` +and verify where your command definitions fits into. + +```bash +cd itl/plugins-contrib.d/ +ls +``` + +If you want to add or modify an existing Monitoring Plugin please use `itl/command-plugins.conf` instead. + +```bash +vim itl/command-plugins-conf +``` + +##### Existing Configuration File + +Just edit it, and add your CheckCommand definition. + +```bash +vim operating-system.conf +``` + +Proceed to the documentation. + +##### New type for CheckCommand Definition + +Create a new file with .conf suffix. + +```bash +vim printer.conf +``` + +Add the file to `itl/CMakeLists.txt` in the FILES line in **alpha-numeric order**. +This ensures that the installation and packages properly include your newly created file. + +``` +vim CMakeLists.txt + +-FILES ipmi.conf network-components.conf operating-system.conf virtualization.conf vmware.conf ++FILES ipmi.conf network-components.conf operating-system.conf printer.conf virtualization.conf vmware.conf +``` + +Add the newly created file to your git commit. + +```bash +git add printer.conf +``` + +Do not commit it yet but finish with the documentation. + +#### <a id="contributing-itl-checkcommands-docs"></a> Create CheckCommand Documentation + +Edit the documentation file in the `doc/` directory. More details on documentation +updates can be found [here](CONTRIBUTING.md#contributing-documentation). + +```bash +vim doc/10-icinga-template-library.md +``` + +The CheckCommand documentation should be located in the same chapter +similar to the configuration file you have just added/modified. + +Create a section for your plugin, add a description and a table of parameters. Each parameter should have at least: + +* optional or required +* description of its purpose +* the default value, if any + +Look at the existing documentation and "copy" the same style and layout. + + +#### <a id="contributing-itl-checkcommands-patch"></a> Send a Patch + +Commit your changes which includes a descriptive commit message. + +``` +git commit -av +Add printer CheckCommand definition + +Explain its purpose and possible enhancements/shortcomings. + +refs #existingticketnumberifany +``` + +Push the branch to the remote origin and create a [pull request](https://help.github.com/articles/using-pull-requests/). + +```bash +git push --set-upstream origin feature/itl-check-printer +hub pull-request +``` + +In case developers ask for changes during review, please add them +to the branch and push those changes. + +## <a id="contributing-review"></a> Review + +### <a id="contributing-pr-review"></a> Pull Request Review + +This is only important for developers who will review pull requests. If you want to join +the development team, kindly contact us. + +- Ensure that the style guide applies. +- Verify that the patch fixes a problem or linked issue, if any. +- Discuss new features with team members. +- Test the patch in your local dev environment. + +If there are changes required, kindly ask for an updated patch. + +Once the review is completed, merge the PR via GitHub. + +#### <a id="contributing-pr-review-fixes"></a> Pull Request Review Fixes + +In order to amend the commit message, fix conflicts or add missing changes, you can +add your changes to the PR. + +A PR is just a pointer to a different Git repository and branch. +By default, pull requests allow to push into the repository of the PR creator. + +Example for [#4956](https://github.com/Icinga/icinga2/pull/4956): + +At the bottom it says "Add more commits by pushing to the bugfix/persistent-comments-are-not-persistent branch on TheFlyingCorpse/icinga2." + +First off, add the remote repository as additional origin and fetch its content: + +```bash +git remote add theflyingcorpse https://github.com/TheFlyingCorpse/icinga2 +git fetch --all +``` + +Checkout the mentioned remote branch into a local branch (Note: `theflyingcorpse` is the name of the remote): + +```bash +git checkout theflyingcorpse/bugfix/persistent-comments-are-not-persistent -b bugfix/persistent-comments-are-not-persistent +``` + +Rebase, amend, squash or add your own commits on top. + +Once you are satisfied, push the changes to the remote `theflyingcorpse` and its branch `bugfix/persistent-comments-are-not-persistent`. +The syntax here is `git push <remote> <localbranch>:<remotebranch>`. + +```bash +git push theflyingcorpse bugfix/persistent-comments-are-not-persistent:bugfix/persistent-comments-are-not-persistent +``` + +In case you've changed the commit history (rebase, amend, squash), you'll need to force push. Be careful, this can't be reverted! + +```bash +git push -f theflyingcorpse bugfix/persistent-comments-are-not-persistent:bugfix/persistent-comments-are-not-persistent +``` |