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Add changelog creation to contributor docs
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# Contributing to Consul
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>**Note:** We take Consul's security and our users' trust very seriously.
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>If you believe you have found a security issue in Consul, please responsibly
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>disclose by contacting us at security@hashicorp.com.
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@ -14,7 +15,9 @@ talk to us! A great way to do this is in issues themselves. When you want to
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work on an issue, comment on it first and tell us the approach you want to take.
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## Getting Started
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### Some Ways to Contribute
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* Report potential bugs.
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* Suggest product enhancements.
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* Increase our test coverage.
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@ -24,7 +27,8 @@ work on an issue, comment on it first and tell us the approach you want to take.
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are deployed from this repo.
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* Respond to questions about usage on the issue tracker or the Consul section of the [HashiCorp forum]: (https://discuss.hashicorp.com/c/consul)
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### Reporting an Issue:
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### Reporting an Issue
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>Note: Issues on GitHub for Consul are intended to be related to bugs or feature requests.
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>Questions should be directed to other community resources such as the: [Discuss Forum](https://discuss.hashicorp.com/c/consul/29), [FAQ](https://www.consul.io/docs/faq.html), or [Guides](https://www.consul.io/docs/guides/index.html).
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@ -53,42 +57,47 @@ issue. Stale issues will be closed.
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4. The issue is addressed in a pull request or commit. The issue will be
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referenced in the commit message so that the code that fixes it is clearly
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linked.
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linked. Any change a Consul user might need to know about will include a
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changelog entry in the PR.
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5. The issue is closed.
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## Building Consul
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If you wish to work on Consul itself, you'll first need [Go](https://golang.org)
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installed (The version of Go should match the one of our [CI config's](https://github.com/hashicorp/consul/blob/main/.circleci/config.yml) Go image).
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Next, clone this repository and then run `make dev`. In a few moments, you'll have a working
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`consul` executable in `consul/bin` and `$GOPATH/bin`:
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>Note: `make dev` will build for your local machine's os/architecture. If you wish to build for all os/architecture combinations use `make`.
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## Making Changes to Consul
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The first step to making changes is to fork Consul. Afterwards, the easiest way
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to work on the fork is to set it as a remote of the Consul project:
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### Prerequisites
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1. Navigate to `$GOPATH/src/github.com/hashicorp/consul`
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2. Rename the existing remote's name: `git remote rename origin upstream`.
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3. Add your fork as a remote by running
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`git remote add origin <github url of fork>`. For example:
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`git remote add origin https://github.com/myusername/consul`.
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4. Checkout a feature branch: `git checkout -t -b new-feature`
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5. Make changes
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6. Push changes to the fork when ready to submit PR:
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`git push -u origin new-feature`
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If you wish to work on Consul itself, you'll first need to:
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- install [Go](https://golang.org) (the version should match that of our
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[CI config's](https://github.com/hashicorp/consul/blob/main/.circleci/config.yml) Go image).
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- [fork the Consul repo](../docs/contributing/fork-the-project.md)
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By following these steps you can push to your fork to create a PR, but the code on disk still
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lives in the spot where the go cli tools are expecting to find it.
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### Building Consul
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>Note: If you make any changes to the code, run `gofmt -s -w` to automatically format the code according to Go standards.
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To build Consul, run `make dev`. In a few moments, you'll have a working
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`consul` executable in `consul/bin` and `$GOPATH/bin`:
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## Testing
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>Note: `make dev` will build for your local machine's os/architecture. If you wish to build for all os/architecture combinations, use `make`.
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### Modifying the Code
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#### Code Formatting
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Go provides [tooling to apply consistent code formatting](https://golang.org/doc/effective_go#formatting).
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If you make any changes to the code, run `gofmt -s -w` to automatically format the code according to Go standards.
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#### Updating Go Module Dependencies
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If a dependency is added or change, run `go mod tidy` to update `go.mod` and `go.sum`.
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#### Developer Documentation
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Developer-focused documentation about the Consul code base is under [./docs],
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and godoc package document can be read at [pkg.go.dev/github.com/hashicorp/consul].
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[./docs]: ../docs/README.md
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[pkg.go.dev/github.com/hashicorp/consul]: https://pkg.go.dev/github.com/hashicorp/consul
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### Testing
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During development, it may be more convenient to check your work-in-progress by running only the tests which you expect to be affected by your changes, as the full test suite can take several minutes to execute. [Go's built-in test tool](https://golang.org/pkg/cmd/go/internal/test/) allows specifying a list of packages to test and the `-run` option to only include test names matching a regular expression.
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The `go test -short` flag can also be used to skip slower tests.
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@ -99,22 +108,44 @@ Examples (run from the repository root):
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When a pull request is opened CI will run all tests and lint to verify the change.
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## Go Module Dependencies
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### Submitting a Pull Request
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If a dependency is added or change, run `go mod tidy` to update `go.mod` and `go.sum`.
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Before writing any code, we recommend:
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- Create a Github issue if none already exists for the code change you'd like to make.
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- Write a comment on the Github issue indicating you're interested in contributing so
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maintainers can provide their perspective if needed.
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## Developer Documentation
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Keep your pull requests (PRs) small and open them early so you can get feedback on
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approach from maintainers before investing your time in larger changes. For example,
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see how [applying URL-decoding of resource names across the whole HTTP API](https://github.com/hashicorp/consul/issues/11258)
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started with [iterating on the right approach for a few endpoints](https://github.com/hashicorp/consul/pull/11335)
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before applying more broadly.
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Documentation about the Consul code base is under [./docs],
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and godoc package document can be read at [pkg.go.dev/github.com/hashicorp/consul].
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When you're ready to submit a pull request:
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1. Review the [list of checklists](#checklists) for common changes and follow any
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that apply to your work.
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2. Include evidence that your changes work as intended (e.g., add/modify unit tests;
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describe manual tests you ran, in what environment,
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and the results including screenshots or terminal output).
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3. Open the PR from your fork against base repository `hashicorp/consul` and branch `main`.
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- [Link the PR to its associated issue](https://docs.github.com/en/issues/tracking-your-work-with-issues/linking-a-pull-request-to-an-issue).
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4. Include any specific questions that you have for the reviewer in the PR description
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or as a PR comment in Github.
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- If there's anything you find the need to explain or clarify in the PR, consider
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whether that explanation should be added in the source code as comments.
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- You can submit a [draft PR](https://github.blog/2019-02-14-introducing-draft-pull-requests/)
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if your changes aren't finalized but would benefit from in-process feedback.
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5. If there's any reason Consul users might need to know about this change,
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[add a changelog entry](../docs/contributing/add-a-changelog-entry.md).
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6. After you submit, the Consul maintainers team needs time to carefully review your
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contribution and ensure it is production-ready, considering factors such as: security,
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backwards-compatibility, potential regressions, etc.
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7. After you address Consul maintainer feedback and the PR is approved, a Consul maintainer
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will merge it. Your contribution will be available from the next major release (e.g., 1.x)
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unless explicitly backported to an existing or previous major release by the maintainer.
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[./docs]: ../docs/README.md
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[pkg.go.dev/github.com/hashicorp/consul]: https://pkg.go.dev/github.com/hashicorp/consul
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#### Checklists
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### Checklists
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Some common changes that many PRs require such as adding config fields, are
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documented through checklists.
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Please check in [docs/](../docs/) for any `checklist-*.md` files that might help
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with your change.
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Some common changes that many PRs require are documented through checklists as
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`checklist-*.md` files in [docs/](../docs/), including:
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- [Adding config fields](../docs/config/checklist-adding-config-fields.md)
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# Adding a Changelog Entry
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Any change that a Consul user might need to know about should have a changelog entry.
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What doesn't need a changelog entry?
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- Docs changes
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- Typos fixes, unless they are in a public-facing API
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- Code changes we are certain no Consul users will need to know about
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To include a [changelog entry](../.changelog) in a PR, commit a text file
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named `.changelog/<PR#>.txt`, where `<PR#>` is the number associated with the open
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PR in Github. The text file should describe the changes in the following format:
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````
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```release-note:<change type>
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<code area>: <brief description of the improvement you made here>
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```
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````
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Valid values for `<change type>` include:
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- `feature`: for the addition of a new feature
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- `improvement`: for an improvement (not a bug fix) to an existing feature
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- `bug`: for a bug fix
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- `security`: for any Common Vulnerabilities and Exposures (CVE) resolutions
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- `breaking-change`: for any change that is not fully backwards-compatible
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- `deprecation`: for functionality which is now marked for removal in a future release
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`<code area>` is meant to categorize the functionality affected by the change.
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Some common values are:
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- `checks`: related to node or service health checks
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- `cli`: related to the command-line interface and its commands
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- `config`: related to configuration changes (e.g., adding a new config option)
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- `connect`: catch-all for the Connect subsystem that provides service mesh functionality
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if no more specific `<code area>` applies
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- `http`: related to the HTTP API interface and its endpoints
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- `dns`: related to DNS functionality
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- `ui`: any change related to the built-in Consul UI (`website/` folder)
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Look in the [`.changelog/`](../.changelog) folder for examples of existing changelog entries.
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If a PR deserves multiple changelog entries, just add multiple entries separated by a newline
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in the format described above to the `.changelog/<PR#>.txt` file.
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# Forking the Consul Repo
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Community members wishing to contribute code to Consul must fork the Consul project
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(`your-github-username/consul`). Branches pushed to that fork can then be submitted
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as pull requests to the upstream project (`hashicorp/consul`).
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To locally clone the repo so that you can pull the latest from the upstream project
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(`hashicorp/consul`) and push changes to your own fork (`your-github-username/consul`):
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1. [Create the forked repository](https://docs.github.com/en/get-started/quickstart/fork-a-repo#forking-a-repository) (`your-github-username/consul`)
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2. Clone the `hashicorp/consul` repository and `cd` into the folder
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3. Make `hashicorp/consul` the `upstream` remote rather than `origin`:
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`git remote rename origin upstream`.
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4. Add your fork as the `origin` remote. For example:
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`git remote add origin https://github.com/myusername/consul`
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5. Checkout a feature branch: `git checkout -t -b new-feature`
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6. [Make changes](../../.github/CONTRIBUTING.md#modifying-the-code)
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7. Push changes to the fork when ready to [submit a PR](../../.github/CONTRIBUTING.md#submitting-a-pull-request):
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`git push -u origin new-feature`
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