Documentation

    PLEASE NOTE: This document applies to v0.6 version and not to the latest stable release v1.1

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

    Contributing

    Prerequisites

    1. GO 1.8 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 git@github.com:<user>/rook.git
    
    cd rook
    

    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.

    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.

    Create a Branch

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

    # Checkout the master branch - you want your new branch to come from master
    git checkout master
    
    # Create a new branch with a simple, but descriptive name. Generally it will be two to three words separated by dashes and without numbers.
    git checkout -b feature-name
    

    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 "<some description>").

    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 E2E 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 e2e smoke 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 criterias 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:

    build/run 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 E2E Tests

    For instructions on how to execute the end to end smoke test suite, follow the e2e 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.