CAPMVM ❤️s your contributions

Thank you for taking the time to contribute to CAPMVM.

We gratefully welcome improvements to all areas; from code, to documentation; from bug reports to feature design.

This guide should cover all aspects of how to interact with the project and how to get involved in development as smoothly as possible.

If we have missed anything you think should be included, or if anything is not clear, we also accept contributions to this contribution doc 😄.

The list of maintainers can be found here. To reach out to the team please join the #liquid-metal slack channel.

Reading docs is often tedious, so we'll put our most important contributing rule right at the top: Always be kind!

Looking forward to seeing you in the repo! ✨

CAPMVM is MPL-2.0 licensed

Where can I get involved?

We are happy to see people in pretty much all areas of CAPMVM's development. Here is a non-exhaustive list of ways you can help out:

Open a PR. 👩‍💻

Beyond fixing bugs and submitting new features, there are other things you can submit which, while less flashy, will be deeply appreciated by all who interact with the codebase:
- Backfilling tests!
- Refactoring!
- Reviewing and updating [documentation][user-docs]!
(See also Choosing something to work on below.)
Open an issue. ⁉️

We have 3 forms of issue: bug reports, feature requests and help requests. If you are not sure which category you need, just make the best guess and provide as much information as possible.
Help out others in the community slack channel, or in some discussions. 🆘
Chime in on bugs, feature requests and asks for help. 💭
Dig into some needs-investigation or help wanted 🕵️
Get involved in some PR reviews. 🤓

Opening Issues

These guides aim to help you write issues in a way which will ensure that they are processed as quickly as possible.

See below for how issues are prioritized.

General rules:

Before opening anything, take a good look through existing issues.
More is more: give as much information as it is humanly possible to give. Highly detailed issues are more likely to be picked up because they can be prioritized and scheduled for work faster. They are also more accessible to the community, meaning that you may not have to wait for the core team to get to it.
Please do not open an issue with a description that is just a link to another issue, a link to a slack conversation, a quote from either one of those, or anything else equally opaque. This raises the bar for entry and makes it hard for the community to get involved. Take the time to write a proper description and summarise key points.
Take care with formatting. Ensure the markdown is tidy, use code blocks etc etc. The faster something can be read, the faster it can be dealt with.
Keep it civil. Yes, it is annoying when things don't work, but it is way more fun helping out someone who is not... the worst. Remember that conversing via text exacerbates everyone's negativity bias, so throw in some emoji when in doubt 👍 😃 🚀 🎉.

Dedicated guides:

Bug report guide
Feature request guide
Help request guide

Bug report guide

We hope to get to bug reports within a couple of working days, but please wait for at least 7 before nudging. (Unless it is a super critical end-of-the world bug, then by all means make some noise 📢.)

Below are the criteria we like our bug reports to cover in order to gather the bare minimum of information. Add more that what is asked for if you can 😃.

Search existing issues. If something similar already exists, and is still open, please contribute to the discussion there.
Bump to the latest version of CAPMVM to see whether your issue has already been fixed.
Write a concise and descriptive title, like you would a commit message, something which others can easily find when doing step 1 above.
Detail what it was that you were trying to do and what you expected would happen. Give some background information around what you have already done to your environment, any custom configuration etc. With sufficient information you can pre-empt any questions others may have. This should cut out some obvious back-and-forth and help get people to the heart of the issue quickly.
Explain what actually happened. Provide the relevant error message and key logs.
Provide a reproduction, for example the cluster definition yaml you are using, or a config file, and anything important in the environment where CAPMVM is running. Please try to reduce your reproduction to the minimal necessary to help whoever is helping you get to the broken state without needing to recreate your entire environment.
If possible, reproduce the issue with logging verbosity set to 9 (--verbosity 9), if you have not already done so. Ensure logs are formatted with code blocks. If they are long (>50 lines) please provide them in a Gist or collapsed using HTML details tags. Take care to redact any sensitive info.
Detail any workarounds which you tried, it may help others who experience the same problem.
If you already have a fix in mind, note that on the report and go ahead and open a PR whenever you are ready. A core team-member will assign the issue to you.

Feature request guide

We hope to respond to and prioritize new feature requests within 7 working days. Please wait for up to 14 before nudging us.

A feature request is the start of a discussion, so don't be put off if it is not accepted. Features which either do not contribute to or directly work against the project goals will likely be rejected, as will highly specialised usecases.

Below are the steps we encourage people to take when creating a new feature request:

Search existing issues. If something similar already exists, and is still open, please contribute to the discussion there.
Explain clearly why you want this feature.
Describe the behaviour you'd like to see. As well as an explanation, please provide some example commands/config/output. Please ensure everything is formatted nicely with code blocks. If you have strong ideas, be as detailed as you like.
Note the deliverable of this issue: should the outcome be a simple PR to implement the feature? Or does it need further design or an ADR?
If the feature is small (maybe it is more of an improvement) and you already have a solution in mind, explain what you plan to do on the issue and open a PR! A core team member will assign the task to you.

Help request guide

If you are having trouble using CAPMVM, but you don't think it is a bug, please feel free to ask for help with your setup.

While you can ask for general help with CAPMVM usage in the slack channel, starting a discussion creates a more searchable history for the community.

We hope to respond to requests for help within a couple of working days, but please wait for a week before nudging us.

Please following these steps when starting a new discussion:

Search existing discussion. If something similar already exists, please contribute to the conversation there.
Write a clear title with the format "How to x".
Explain what you are trying to accomplish, what you have tried, and the behaviour you are seeing.
Please include the exact the commands you're using, and all the steps you took to setup your environment. Please ensure everything is formatted nicely with code blocks.
When providing verbose logs, please use either a Gist or HTML detail tags.

It may turn out that it was a bug after all! In which case a new issue will be created.

Submitting PRs

Choosing something to work on

If you are not here to report a bug, ask for help or request some new behaviour, this is the section for you. We have curated a set of issues for anyone who simply wants to build up their open-source cred 💪.

Issues labelled good first issue should be accessible to folks new to the repo, as well as to open source in general.

These issues should present a low/non-existent barrier to entry with a thorough description, easy-to-follow reproduction (if relevant) and enough context for anyone to pick up. The objective should be clear, possibly with a suggested solution or some pseudocode. If anything similar has been done, that work should be linked.

If you have come across an issue tagged with good first issue which you think you would like to claim but isn't 100% clear, please ask for more info! When people write issues there is a lot of assumed knowledge which is very often taken for granted. This is something we could all get better at, so don't be shy in asking for what you need to do great work 😄.

See more on asking for help below!
help wanted issues are for those a little more familiar with the code base, but should still be accessible enough to newcomers.
All other issues labelled kind/<x> or priority/<x> are also up for grabs, but are likely to require a fair amount of context.

Developing CAPMVM

Sections:

Forking the repo
Setting up your environment
Building
Running the unit tests
Running the end to end tests
Writing your solution

Forking the repo

Make a fork of this repository and clone it by running:

git clone git@github.com:<yourusername>/cluster-api-provider-microvm.git

It is not recommended to clone under your GOPATH (if you define one), otherwise, you will need to set GO111MODULE=on explicitly.

You may also want to add the original repo to your remotes to keep up to date with changes.

Setting up your environment

Follow the Developing with Tilt guide to set up your local environment.

Before you begin writing code, you may want to have a play with CAPMVM to get familiar with the tool, how it works and what it is for. The end of the Quick-Start guide highlights some tools you can use to interact with the service.

Go

This project is written in Go. To be able to contribute you will need:

A working Go installation of go 1.17. You can check the official installation guide.
Make sure that $(go env GOPATH)/bin is in your shell's PATH. You can do so by running export PATH="$(go env GOPATH)/bin:$PATH"
(Optional, docs contributions only) [User documentation][user-docs] is built and generated with docusaurus. Please make sure you have node installed on your system.

Building

Run make help to see all development commands. Generally you will use make build.

Running the unit tests

To run the tests simply execute the following:

make test

Running the end-to-end tests

See the dedicated e2e doc on how to run the end to end tests. These should be straightforward to run, so we ask that you do run them before submitting any work.

Writing your solution

Once you have your environment set up and have completed a clean run of both the unit and the E2E tests you can get to work 🎉 .

First create a topic branch from where you want to base your work (this is usually from main):
```
git checkout -b <feature-name>
```
Write your solution. Try to align with existing patterns and standards.
Try to commit in small chunks so that changes are well described and not lumped in with something unrelated. This will make debugging easier in the future. Make sure commit messages are in the proper format.
Ensure that every commit is compilable and that the tests run successfully at that point.
Make sure your commits are signed.
All code contributions should be submitted with unit tests.
For extra special bonus points, if you see any tests missing from the area you are working on, please add them! It will be much appreciated ❤️ .
Check the documentation and update it to cover your changes, either in the README, userdocs or docs folder. If you have added a completely new feature please ensure that it is documented thoroughly.
Before you open your PR, run all the unit and E2E tests and manually verify that your solution works.

Asking for help

If you need help at any stage of your work, please don't hesitate to ask!

To get more detail on the issue you have chosen, it is a good idea to start by asking whoever created it to provide more information. If they do not respond, or more help is needed, you can then bring in one of the core maintainers.
If you are struggling with something while working on your PR, or aren't quite sure of your approach, you can open a draft (prefix the title with WIP: ) and explain what you are thinking. You can also tag in one of the core team, or drop the PR link into slack.
We are happy to pair with contributors over a slack call to help them fine-tune their implementation. You can ping us directly, or head to the channel to see if anyone in the community is up for being a buddy 😃 .

PR submission guidelines

Push your changes to the branch on your fork and submit a pull request to the original repository against the main branch. Where possible, please squash your commits to ensure a tidy and descriptive history.

git push <remote-name> <feature-name>

If your PR is still a work in progress, please open a Draft PR and prefix your title with the word WIP. When your PR is ready for review, you can change the title and remove the Draft setting.

Our GitHub Actions integration will run the automated tests and give you feedback in the review section. We will review your changes and give you feedback as soon as possible.

We recommend that you regularly rebase from main of the original repo to keep your branch up to date.

Please ensure that Allow edits and access to secrets by maintainers is checked. While the maintainers will of course wait for you to edit your own work, if you are unresponsive for over a week, they may add corrections or even complete the work for you, especially if what you are contributing is very cool 🤘 .

PRs which adhere to our guidelines are more likely to be accepted (when opening the PR, please use the checklist in the template):

The description is thorough. When writing your description, please be as detailed as possible: don't make people guess what you did or simply link back to the issue (the issue explains the problem you are trying to solve, not how you solved it.) Guide your reviewers through your solution by highlighting key changes and implementation choices. Try and pre-empt any obvious questions they may have. Providing snippets (or screenshots) of output is very helpful to demonstrate new behaviour or UX changes. (Snippets are more searchable than screenshots, but we wont be mad at a sneak peek at your terminal envs 👀 .)
The change has been manually tested. If you are supplying output above then that can be your manual test, with proof 👏 .
The PR has a snappy title. Your PR title will end up in the release notes, so make it a good one. Using the same rule as for the title of a commit message is generally a good idea. Try to use the imperative and centre it around the behaviour or the user value it delivers, rather than any implementation detail.

eg: "changed SomeFunc in file.go to also do thing X" is not useful for folks stopping by to quickly see what new stuff they can do with CAPMVM, save that for commit messages or the PR description. The title "(feat): Add support for XYZ" conveys the intent concisely and clearly.
There are new tests for new code. This is very much required.
There are new tests for old code! This will earn you the title of "Best Loved and Respected Contributor" 💥 😎 .
There are well-written commit messages (see below) which will make future debugging fun. (Any commits of the variety "fix stuff", "does thing" or "my god why" much be squashed or rebased.)
Each of those well-written commits is compilable and the tests run successfully at that point.

In general, we will merge a PR once a maintainer has reviewed and approved it. Trivial changes (e.g., corrections to spelling) may get waved through. For substantial changes, more people may become involved, and you might get asked to resubmit the PR or divide the changes into more than one PR.

Commit message formatting

For more on how to write great commit messages, and why you should, check out this excellent blog post.

We follow a rough convention for commit messages that is designed to answer three questions: what changed, why was the change made, and how did you make it.

The subject line should feature the what and the body of the commit should describe the why and how. If you encountered any weirdness along the way, this is a good place to note what you discovered and how you solved it.

An example of a stellar commit message can be found here.

The format can be described more formally as follows:

<short title for what changed>
<BLANK LINE>
<why this change was made and what changed>
<BLANK LINE>
<any interesting details>
<footer>

The first line is the subject and should be no longer than 70 characters, the second line is always blank, and other lines should be wrapped at a max of 80 characters. This allows the message to be easier to read on GitHub as well as in various git tools.

There is a template recommend for use here.

How the Maintainers process contributions

Prioritizing issues

The core team regularly processes incoming issues. There may be some delay over holiday periods.

Every issue will be assigned a priority/<x> label. The levels of priorities are:

critical-urgent: These are time sensitive issues which should be picked up immediately. If an issue labelled critical is not assigned or being actively worked on, someone is expected to drop what they're doing immediately to work on it. This usually means the core team, but community members are welcome to claim issues at any priority level if they get there first. However, given the pressing timeframe, should a non-core contributor request to be assigned to a critical issue, they will be paired with a core team-member to manage the tracking, communication and release of any fix as well as to assume responsibility of all progess.
important-soon: Must be assigned as soon as capacity becomes available. Ideally something should be delivered in time for the next release.
important-longterm: Important over the long term, but may not be currently staffed and/or may require multiple releases to complete.
backlog: There appears to be general agreement that this would be good to have, but we may not have anyone available to work on it right now or in the immediate future. PRs are still very welcome, although it might take a while to get them reviewed if reviewers are fully occupied with higher priority issues, for example immediately before a release.

These priority categories have been inspired by the Kubernetes contributing guide.

Other labels include:

adr-required: Indicates that the issue or PR contains a decision that needs to be documented in a ADR before it can be worked on.
needs-investigation: There is currently insufficient information to either categorize properly, or to understand and implement a solution. This could be because the issue opener did not provide enough relevant information, or because more in-depth research is required before work can begin.

Reviewing PRs

The core team aims to clear the PR queue as quickly as possible. Community members should also feel free to keep an eye on things and provide their own thoughts and expertise.

High-value and/or high priority contributions will be processed as quickly as possible, while lower priority or nice-to-have things may take a little longer to get approved.

To help facilitate a smoother and faster review, follow the guidelines above. Submissions which do not meet standards will be de-prioritised for review.

ADRs (Architectural Decision Records)

Any impactful decisions to the architecture, design, development and behaviour of CAPMVM must be recorded in the form of an ADR.

A template can be found at docs/adr/0000-template.md, with numerous examples of completed records in the same directory.

Issues for which an ADR is required will be tagged with adr-required. Contributors are also welcome to backfill ADRs if they are found to be missing.

Process

Start a new discussion under the ADR category.
Choose an appropriate clear and concise title (eg Implement metadata in CAPMVM).
Open the discussion providing the context of the decision to be made. Describe the various options, if more than one, and explain the pros and cons. Highlight any areas which you would like the reviewers to pay attention to, or those on which you would specifically like an opinion.
Tag in the maintainers as the "Deciders", and invite them to participate and weigh in on the decision and its consequences.
Once a decision has been made, open a PR adding a new ADR to the directory. Copy and complete the template;
- Increment the file number by one
- Set the status as "Accepted"
- Set the deciders as those who approved the discussion outcome
- Summarise the decision and consequences from the discussion thread
- Link back to the discussion from the ADR doc

🚀 🎉 Thanks for reading! 🎉 🚀

Provide feedback

Saved searches

Use saved searches to filter your results more quickly

Uh oh!