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CONTRIBUTING.md

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Guidance on How to Contribute

All contributions to this project will be released to the public domain. By submitting a pull request or filing a bug, issue, or feature request, you are agreeing to comply with this waiver of copyright interest. Details can be found in our TERMS and LICENSE.

There are two primary ways to help:

  • Using the issue tracker, and
  • Changing the code-base.

Using the Issue Tracker

Use the issue tracker to suggest feature requests, report bugs, and ask questions. This is also a great way to connect with the developers of the project as well as others who are interested in this solution.

Use the issue tracker to find ways to contribute. Find a bug or a feature, mention in the issue that you will take on that effort, then follow the Changing the code-base guidance below.

Changing the Code-Base

Note that this document only discusses aspects of Git usage that should be needed for day-to-day development and contributions. For a more detailed overview of DMOD's use of Git, see the GIT_USAGE doc.

Summary

To work with the repo and contribute changes, the basic process is as follows:

  • Create your own DMOD fork in Github
  • Clone DMOD locally (conventionally from your fork) and setup your repo on your local development machine
  • Make sure to keep your fork and your local clone(s) up to date with the upstream OWP DMOD repo, ensuring histories remain consistent by performing rebasing
  • Create feature/fix branches from master when you want to contribute
  • Write changes you want to contribute, commit to your local feature/fix branch, and push these commits to a branch in your personal Github fork
  • Submit pull requests to the OWP DMOD repo's master from a branch in your fork when this branch has a collection of changes ready to be incorporated

Getting Started

In order to be able to contribute code changes, you will first need to create a Github fork of the official OWP repo.

Next, set up your authentication mechanism with Github for your command line (or IDE). You can either create an SSH key pair and add the public key to your Github account, or you can set up a Personal Access Token if you plan to clone the repo locally via HTTPS.

After that, clone a local development repo from your fork, using a command similar to one of the following:

# SSH-based clone command.  Change URL to match your fork as appropriate
git clone [email protected]:your_user/DMOD.git dmod

# HTTPS-based clone command.  Change URL to match your fork as appropriate
git clone https://github.com/your_user/DMOD.git dmod

You can now change directories into the local repo, which will have the default branch - master - checked out.

# Move into the repo directory "dmod"
cd dmod

# You can verify the branch by examining the output of ...
git status

Important

Git's will add a Git remote named origin to the clone's configuration that points to the cloned-from repo. Because of this, the recommended convention is to clone your local repo(s) from your personal fork, thus making origin point to your fork. This is assumed to be the case in other parts of the documentation.

Next, add the upstream OWP DMOD repo as a second remote for the local clone. The standard convention used in this doc and elsewhere is to name that remote upstream. Doing the addition will look something like:

# Add the remote
git remote add upstream https://github.com/NOAA-OWP/DMOD.git

# Verify
git remote -v

Set up the user and email in the local repo's configuration.

cd dmod
git config user.name "John Doe"
git config user.email "[email protected]"

Alternatively, one could also set these in the machine's global Git config (or rely upon the global settings if already configured).

 git config --global user.name "John Doe"
 git config --global user.email "[email protected]"

Optional: Git Hooks

While not discussed in depth here, Git hooks are a useful feature for helping maintain code quality in your local development repo. More details on those and DMOD's use can be found in this document.

Developing Changes

Work in a Dedicated Branch

When you want to contribute a fix or new feature, start by creating and checking out a local branch (e.g., new_branch) to contain your work. This should be based on master (you may need to sync upstream changes first):

# Create the new branch "new_branch" based on "master"
git branch new_branch master

# Check out "new_branch" locally to work in it
git checkout new_branch

Also, go ahead and push the branch itself to your fork:

# Assuming the convention of your fork's remote being `origin`
git push -u origin new_branch

From there begin writing and committing your changes to the branch. While up to you, it is suggested that development work be committed frequently when changes are complete and meaningful. If work requires modifying more than one file in the source, it is recommended to commit the changes independently to help avoid too large of conflicts if/when they occur.

Pushing Incremental Commits

Especially if making more frequent, smaller commits as suggested above, it is a good practice to regularly push these smaller commits to your fork. If the -u option was used when initially pushing the branch, it is simple to check if there are local, unpushed commits.

# The fetch is probably unnecesssary unless you work from multiple local repos
git fetch

# Assuming your branch of interest is still checked out:
git status

# And if there are some newer, local changes that haven't been push yet:
git push

Submitting Pull Requests

Once a code contribution is finished, make sure all changes have been pushed to the branch in your fork. Then you can navigate to the OWP repo via Github's web interface and submit a PR to pull this branch into the OWP master branch. Verify that master is selected as the recipient branch. You will also need to make sure you are comparing across forks, choosing your appropriate fork and branch to pull from. Complete details on the process can be found in Github's documentation.

PR Review and Requested Revisions

Once the PR is submitted, it will be reviewed by one or more other repo contributors. Often conversations will be had within the Github PR if reviewers have questions or request revisions be made to the proposed changes. If revisions are requested, you will need to make those in your locally copy of the feature/fix branch, and then re-push that branch (and the updates) to your personal fork. Then, use the PR page in Github to re-request review.

Keeping Forks Up to Date

A Rebase Strategy

The development team for DMOD uses a rebase strategy for integrating code changes, rather than a merge strategy. More information on rebasing is available here, but the main takeaway is that it is important all changes are integrated into branches using this approach. Deviation from this will likely cause a bit of mess with branch commit histories, which could force rejection of otherwise-good PRs.

Getting Upstream Changes

When it is time to check for or apply updates from the official OWP repo to a personal fork and/or a local repo, check out the master branch locally and do fetch-and-rebase, which can be done with pull and the --rebase option:

# Checkout local master branch
git checkout master

# Fetch and rebase changes
git pull --rebase upstream master

Then, make sure these get pushed to your personal fork. Assuming the above-described setup where the local repo was cloned from the fork, and assuming the local master branch is currently checked out, the command for that is just:

# Note the assumptions mentioned above that are required for this syntax
git push

Alternatively, you can use the more explicit form:

git push <fork_remote> <local_branch>:<remote_branch>

The previous example command is effectively equivalent to running:

# Cloning a repo from a fork created a remote for the fork named "origin"; see above assumptions
git push origin master:master

You also can omit <local_branch>: (including the colon) and supply just the remote branch name if the appropriate local branch is still checked out.

For production Too

Note that the above steps to get upstream changes from the official OWP repo can be applied to the production branch also (just swap production in place of master). production should not be used as the basis for feature/fix branches, but there are other reasons why one might want the latest production locally or in a personal fork.

Rebasing Development Branches

When the steps in Getting Upstream Changes do bring in new commits that update master, it is usually a good idea (and often necessary) to rebase any local feature/fix branches were previously created. E.g.,

# If using a development branch named 'faster_dataset_writes'
git checkout faster_dataset_writes
git rebase master

See documentation on the "git rebase" command for more details.

Interactive Rebasing

It is possible to have more control over rebasing by doing an interactive rebase. E.g.:

git rebase -i master

This will open up a text editor allowing for reordering, squashing, dropping, etc., development branch commits prior to rebasing them onto the new base commit from master. See the Interactive Mode section on the rebase command for more details.

Fixing Diverging Development Branches

If a local feature/fix branch is already pushed to a remote fork, and then later rebasing the local branch is necessary, doing so will cause the histories to diverge. For simple cases, the fix is to just force-push the rebased local branch.

# To force-push to fix a divergent branch
git push -f origin feature_branch

However, extra care is needed if multiple developers may be using the branch in the fork (e.g., a developer is collaborating with someone else on a large set of changes for some new feature). The particular considerations and best ways to go about things in such cases are outside the scope of this document. Consult Git's documentation and Google, or contact another contributor for advice.