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CONTRIBUTING.md

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Developer Guide

Thank you for taking the time out to contribute to the kube-vip project!

This guide will walk you through the process of making your first commit and how to effectively get it merged upstream.

Getting Started

To get started, let's ensure you have completed the following prerequisites for contributing to project kube-vip:

  1. Read and observe the code of conduct.
  2. Check out the Architecture documentation for the kube-vip architecture and design.
  3. Set up your development environment

Now that you're setup, skip ahead to learn how to contribute.

Also, A GitHub account will be required in order to submit code changes and interact with the project. For committing any changes in Github it is required for you to have a github account.

Contribute

There are multiple ways in which you can contribute, either by contributing code in the form of new features or bug-fixes or non-code contributions like helping with code reviews, triaging of bugs, documentation updates, filing new issues or writing blogs/manuals etc.

GitHub Workflow

Developers work in their own forked copy of the repository and when ready, submit pull requests to have their changes considered and merged into the project's repository.

  1. Fork your own copy of the repository to your GitHub account by clicking on Fork button on kube-vip's GitHub repository.

  2. Clone the forked repository on your local setup.

    git clone https://github.com/$user/kube-vip

    Add a remote upstream to track upstream kube-vip repository.

    git remote add upstream https://github.com/kube-vip/kube-vip

    Never push to upstream remote

    git remote set-url --push upstream no_push
  3. Create a topic branch.

    git checkout -b branchName
  4. Make changes and commit it locally. Make sure that your commit is signed.

    git add <modifiedFile>
    git commit -s
  5. Update the "Unreleased" section of the CHANGELOG for any significant change that impacts users.

  6. Keeping branch in sync with upstream.

    git checkout branchName
    git fetch upstream
    git rebase upstream/main
  7. Push local branch to your forked repository.

    git push -f $remoteBranchName branchName
  8. Create a Pull request on GitHub. Visit your fork at https://github.com/kube-vip/kube-vip and click Compare & Pull Request button next to your remoteBranchName branch.

Getting reviewers

Once you have opened a Pull Request (PR), reviewers will be assigned to your PR and they may provide review comments which you need to address. Commit changes made in response to review comments to the same branch on your fork. Once a PR is ready to merge, squash any fix review feedback, typo and merged sorts of commits.

To make it easier for reviewers to review your PR, consider the following:

  1. Follow the golang coding conventions.
  2. Format your code with make golangci-fix; if the linters flag an issue that cannot be fixed automatically, an error message will be displayed so you can address the issue.
  3. Follow git commit guidelines.
  4. Follow logging guidelines.

If your PR fixes a bug or implements a new feature, add the appropriate test cases to our automated test suite to guarantee enough coverage. A PR that makes significant code changes without contributing new test cases will be flagged by reviewers and will not be accepted.

Inclusive Naming

For symbol names and documentation, do not introduce new usage of harmful language such as 'master / slave' (or 'slave' independent of 'master') and 'blacklist / whitelist'. For more information about what constitutes harmful language and for a reference word replacement list, please refer to the Inclusive Naming Initiative.

We are committed to removing all harmful language from the project. If you detect existing usage of harmful language in code or documentation, please report the issue to us or open a Pull Request to address it directly. Thanks!

Building and testing your change

To build the kube-vip Docker image together with all kube-vip bits, you can simply do:

  1. Checkout your feature branch and cd into it.
  2. Run make dockerx86

The second step will compile the kube-vip code in a golang container, and build a Ubuntu 20.04 Docker image that includes all the generated binaries. Docker must be installed on your local machine in advance.

Alternatively, you can build the kube-vip code in your local Go environment. The kube-vip project uses the Go modules support which was introduced in Go 1.11. It facilitates dependency tracking and no longer requires projects to live inside the $GOPATH.

To develop locally, you can follow these steps:

  1. Install Go 1.19
  2. Checkout your feature branch and cd into it.
  3. To build all Go files and install them under bin, run make bin
  4. To run all Go unit tests, run make test-unit
  5. To build the kube-vip Ubuntu Docker image separately with the binaries generated in step 2, run make ubuntu

CI testing

For more information about the tests we run as part of CI, please refer to ci/README.md.

Reverting a commit

  1. Create a branch in your forked repo

    git checkout -b revertName
  2. Sync the branch with upstream

    git fetch upstream
    git rebase upstream/main
  3. Create a revert based on the SHA of the commit. The commit needs to be signed.

    git revert -s SHA
  4. Push this new commit.

    git push $remoteRevertName revertName
  5. Create a Pull Request on GitHub. Visit your fork at https://github.com/kube-vip/kube-vip and click Compare & Pull Request button next to your remoteRevertName branch.

Sign-off Your Work

It is recommended to sign your work when contributing to the kube-vip repository.

Git provides the -s command-line option to append the required line automatically to the commit message:

git commit -s -m 'This is my commit message'

For an existing commit, you can also use this option with --amend:

git commit -s --amend

If more than one person works on something it's possible for more than one person to sign-off on it. For example:

Signed-off-by: Some Developer somedev@example.com
Signed-off-by: Another Developer anotherdev@example.com

We use the DCO Github App to enforce that all commits in a Pull Request include the required Signed-off-by line. If this is not the case, the app will report a failed status for the Pull Request and it will be blocked from being merged.

Compared to our earlier CLA, DCO tends to make the experience simpler for new contributors. If you are contributing as an employee, there is no need for your employer to sign anything; the DCO assumes you are authorized to submit contributions (it's your responsibility to check with your employer).

Issue and PR Management

We use labels and workflows (some manual, some automated with GitHub Actions) to help us manage triage, prioritize, and track issue progress. For a detailed discussion, see docs/issue-management.md.

Filing An Issue

Help is always appreciated. If you find something that needs fixing, please file an issue here. Please ensure that the issue is self explanatory and has enough information for an assignee to get started.

Before picking up a task, go through the existing issues and make sure that your change is not already being worked on. If it does not exist, please create a new issue and discuss it with other members.

For simple contributions to kube-vip, please ensure that this minimum set of labels are included on your issue:

  • kind -- common ones are kind/feature, kind/support, kind/bug, kind/documentation, or kind/design. For an overview of the different types of issues that can be submitted, see Issue and PR Kinds. The kind of issue will determine the issue workflow.
  • area (optional) -- if you know the area the issue belongs in, you can assign it. Otherwise, another community member will label the issue during triage. The area label will identify the area of interest an issue or PR belongs in and will ensure the appropriate reviewers shepherd the issue or PR through to its closure. For an overview of areas, see the docs/github-labels.md.
  • size (optional) -- if you have an idea of the size (lines of code, complexity, effort) of the issue, you can label it using a size label. The size can be updated during backlog grooming by contributors. This estimate is used to guide the number of features selected for a milestone.

All other labels will be assigned during issue triage.

Issue Triage

Once an issue has been submitted, the CI (GitHub actions) or a human will automatically review the submitted issue or PR to ensure that it has all relevant information. If information is lacking or there is another problem with the submitted issue, an appropriate triage/<?> label will be applied.

After an issue has been triaged, the maintainers can prioritize the issue with an appropriate priority/<?> label.

Once an issue has been submitted, categorized, triaged, and prioritized it is marked as ready-to-work. A ready-to-work issue should have labels indicating assigned areas, prioritization, and should not have any remaining triage labels.