Documentation

    PLEASE NOTE: This document applies to an unreleased version of Rook. It is strongly recommended that you only use official releases of Rook, as unreleased versions are subject to changes and incompatibilities that will not be supported in the official releases.

    If you are using an official release version of Rook, you should refer to the documentation for your specific version.

    Documentation for other releases can be found by using the version selector in the bottom left of any doc page.

    Contributing

    Thank you for your time and effort to help us improve Rook! Here are a few steps to get started. If you have any questions, don’t hesitate to reach out to us on our Slack dev channel.

    Prerequisites

    1. GO 1.11 or greater installed
    2. Git client installed
    3. Github account

    Initial Setup

    Create a Fork

    From your browser navigate to http://github.com/rook/rook and click the “Fork” button.

    Clone Your Fork

    Open a console window and do the following;

    # Create the rook repo path
    mkdir -p $GOPATH/src/github.com/rook
    
    # Navigate to the local repo path and clone your fork
    cd $GOPATH/src/github.com/rook
    
    # Clone your fork, where <user> is your GitHub account name
    git clone https://github.com/<user>/rook.git
    cd rook
    

    Build

    # build all rook storage providers
    make
    
    # build a single storage provider, where the IMAGES can be a subdirectory of the "images" folder:
    # "cassandra", "ceph", "cockroachdb", "edgefs", "minio", or "nfs"
    make IMAGES="cassandra" build
    
    # multiple storage providers can also be built
    make IMAGES="cassandra ceph" build
    

    Development Settings

    To provide consistent whitespace and other formatting in your go and other source files, it is recommended you apply the following settings in your IDE:

    • Format with the goreturns tool
    • Trim trailing whitespace

    For example, in VS Code this translates to the following settings:

    {
        "editor.formatOnSave": true,
        "go.buildOnSave": "package",
        "go.formatTool": "goreturns",
        "files.trimTrailingWhitespace": true,
        "files.insertFinalNewline": true,
        "files.trimFinalNewlines": true,
    }
    

    Add Upstream Remote

    First you will need to add the upstream remote to your local git:

    # Add 'upstream' to the list of remotes
    git remote add upstream https://github.com/rook/rook.git
    
    # Verify the remote was added
    git remote -v
    

    Now you should have at least origin and upstream remotes. You can also add other remotes to collaborate with other contributors.

    Layout

    A source code layout is shown below, annotated with comments about the use of each important directory:

    rook
    ├── build                         # build makefiles and logic to build, publish and release all Rook artifacts
    ├── cluster
    │   ├── charts                    # Helm charts
    │   │   └── rook-ceph
    │   └── examples                  # Sample yaml files for Rook cluster
    │
    ├── cmd                           # Binaries with main entrypoint
    │   ├── rook                      # Main command entry points for operators and daemons
    │   └── rookflex                  # Main command entry points for Rook flexvolume driver
    │
    ├── design                        # Design documents for the various components of the Rook project
    ├── Documentation                 # Rook project Documentation
    ├── images                        # Dockerfiles to build images for all supported storage providers
    │
    ├── pkg
    │   ├── apis
    │   │   ├── ceph.rook.io          # ceph specific specs for cluster, file, object
    │   │   │   ├── v1alpha1
    │   │   │   └── v1beta1
    │   │   ├── cockroachdb.rook.io   # cockroachdb specific specs
    │   │   │   └── v1alpha1
    │   │   ├── minio.rook.io         # minio specific specs for cluster, object
    │   │   │   └── v1alpha1
    │   │   ├── nfs.rook.io           # nfs server specific specs
    │   │   │   └── v1alpha1
    │   │   └── rook.io               # rook.io API group of common types
    │   │       ├── v1alpha1
    │   │       └── v1alpha2
    │   ├── client                    # auto-generated strongly typed client code to access Rook APIs
    │   ├── clusterd
    │   ├── daemon                    # daemons for each storage provider
    │   │   ├── ceph
    │   │   └── discover
    │   ├── operator                  # all orchestration logic and custom controllers for each storage provider
    │   │   ├── ceph
    │   │   ├── cockroachdb
    │   │   ├── discover
    │   │   ├── k8sutil
    │   │   ├── minio
    │   │   ├── nfs
    │   │   └── test
    │   ├── test
    │   ├── util
    │   └── version
    └── tests                         # integration tests
        ├── framework                 # the Rook testing framework
        │   ├── clients               # test clients used to consume Rook resources during integration tests
        │   ├── installer             # installs Rook and its supported storage providers into integration tests environments
        │   └── utils
        ├── integration               # all test cases that will be invoked during integration testing
        ├── longhaul                  # longhaul tests
        ├── pipeline                  # Jenkins pipeline
        └── scripts                   # scripts for setting up integration and manual testing environments
    
    

    Development

    To add a feature or to make a bug fix, you will need to create a branch in your fork and then submit a pull request (PR) from the branch.

    Design Document

    For new features of significant scope and complexity, a design document is recommended before work begins on the implementation. For smaller, straightforward features and bug fixes, there is no need for a design document. Authoring a design document for big features has many advantages:

    • Helps flesh out the approach by forcing the author to think critically about the feature and can identify potential issues early on
    • Gets agreement amongst the community before code is written that could be wasted effort in the wrong direction
    • Serves as an artifact of the architecture that is easier to read for visitors to the project than just the code by itself

    Note that writing code to prototype the feature while working on the design may be very useful to help flesh out the approach.

    A design document should be written as a markdown file in the design folder. You will see many examples of previous design documents in that folder. Submit a pull request for the design to be discussed and approved by the community before being merged into master, just like any other change to the repository.

    An issue should be opened to track the work of authoring and completing the design document. This issue is in addition to the issue that is tracking the implementation of the feature. The design label should be assigned to the issue to denote it as such.

    Create a Branch

    From a console, create a new branch based on your fork and start working on it:

    # Ensure all your remotes are up to date with the latest
    git fetch --all
    
    # Create a new branch that is based off upstream master.  Give it a simple, but descriptive name.
    # Generally it will be two to three words separated by dashes and without numbers.
    git checkout -b feature-name upstream/master
    

    Now you are ready to make the changes and commit to your branch.

    Updating Your Fork

    During the development lifecycle, you will need to keep up-to-date with the latest upstream master. As others on the team push changes, you will need to rebase your commits on top of the latest. This avoids unnecessary merge commits and keeps the commit history clean.

    Whenever you need to update your local repository, you never want to merge. You always will rebase. Otherwise you will end up with merge commits in the git history. If you have any modified files, you will first have to stash them (git stash save -u "<some description>").

    git fetch --all
    git rebase upstream/master
    

    Rebasing is a very powerful feature of Git. You need to understand how it works or else you will risk losing your work. Read about it in the Git documentation, it will be well worth it. In a nutshell, rebasing does the following:

    • “Unwinds” your local commits. Your local commits are removed temporarily from the history.
    • The latest changes from upstream are added to the history
    • Your local commits are re-applied one by one
    • If there are merge conflicts, you will be prompted to fix them before continuing. Read the output closely. It will tell you how to complete the rebase.
    • When done rebasing, you will see all of your commits in the history.

    Submitting a Pull Request

    Once you have implemented the feature or bug fix in your branch, you will open a PR to the upstream rook repo. Before opening the PR ensure you have added unit tests, are passing the integration tests, cleaned your commit history, and have rebased on the latest upstream.

    In order to open a pull request (PR) it is required to be up to date with the latest changes upstream. If other commits are pushed upstream before your PR is merged, you will also need to rebase again before it will be merged.

    Regression Testing

    All pull requests must pass the unit and integration tests before they can be merged. These tests automatically run as a part of the build process. The results of these tests along with code reviews and other criteria determine whether your request will be accepted into the rook/rook repo. It is prudent to run all tests locally on your development box prior to submitting a pull request to the rook/rook repo.

    Unit Tests

    From the root of your local Rook repo execute the following to run all of the unit tests:

    make test
    

    Unit tests for individual packages can be run with the standard go test command. Before you open a PR, confirm that you have sufficient code coverage on the packages that you changed. View the coverage.html in a browser to inspect your new code.

    go test -coverprofile=coverage.out
    go tool cover -html=coverage.out -o coverage.html
    

    Running the Integration Tests

    For instructions on how to execute the end to end smoke test suite, follow the test instructions.

    Commit History

    To prepare your branch to open a PR, you will need to have the minimal number of logical commits so we can maintain a clean commit history. Most commonly a PR will include a single commit where all changes are squashed, although sometimes there will be multiple logical commits.

    # Inspect your commit history to determine if you need to squash commits
    git log
    
    # Rebase the commits and edit, squash, or even reorder them as you determine will keep the history clean.
    # In this example, the last 5 commits will be opened in the git rebase tool.
    git rebase -i HEAD~5
    

    Once your commit history is clean, ensure you have based on the latest upstream before you open the PR.

    Submitting

    Go to the Rook github to open the PR. If you have pushed recently, you should see an obvious link to open the PR. If you have not pushed recently, go to the Pull Request tab and select your fork and branch for the PR.

    After the PR is open, you can make changes simply by pushing new commits. Your PR will track the changes in your fork and update automatically.

    Backport a Fix to a Release Branch

    The flow for getting a fix into a release branch is to first make the commit to master following the process outlined above. After the commit is in master, you’ll need to cherry-pick the commit to the intended release branch. You can do this by first creating a local branch that is based off the release branch, for example:

    git fetch --all
    git checkout -b backport-my-fix upstream/release-0.6
    

    Then go ahead and cherry-pick the commit using the hash of the commit itself, not the merge commit hash:

    git cherry-pick -x 099cc27b73a8d77e0504831f374a7e117ad0a2e4
    

    This will immediately create a cherry-picked commit with a nice message saying where the commit was cherry-picked from. Now go ahead and push to your origin:

    git push origin HEAD
    

    The last step is to open a PR with the base being the intended release branch. Once the PR is approved and merged, then your backported change will be available in the next release.