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File: contributers.sgml
<chapter id="dev.contrib"> <title>Contributing to MantisBT</title> <para> MantisBT uses the source control tool <ulink url="http://git.or.cz">Git</ulink> for tracking development of the project. If you are new to Git, you can find some good resources for learning and installing Git in the <link linkend="dev.appendix.git">Appendix</link>. </para> <sect1 id="dev.contrib.setup"> <title>Initial Setup</title> <para> There are a few steps the MantisBT team requires of contributers and developers when accepting code submissions. The user needs to configure Git to know their full name (not a screen name) and an email address they can be contacted at (not a throwaway address). </para> <para> To set up your name and email address with Git, run the following commands, substituting your own real name and email address: </para> <programlisting> $ git config --global user.name "John Smith" $ git config --global user.email "jsmith@mantisbt.org" </programlisting> <para> Optionally, you may want to also configure Git to use terminal colors when displaying file diffs and other information, and you may want to alias certain Git actions to shorter phrases for less typing: </para> <programlisting> $ git config --global color.diff "auto" $ git config --global color.status "auto" $ git config --global color.branch "auto" $ git config --global alias.st "status" $ git config --global alias.di "diff" $ git config --global alias.co "checkout" $ git config --global alias.ci "commit" </programlisting> </sect1> <sect1 id="dev.contrib.clone"> <title>Cloning the Repository</title> <para> The primary repository for MantisBT is hosted and available in multiple methods depending on user status and intentions. For most contributers, the public clone URL is <ulink url="git://github.com/mantisbt/mantisbt.git">git://github.com/mantisbt/mantisbt.git</ulink>. To clone the repository, perform the following from your target workspace: </para> <programlisting> $ git clone git://github.com/mantisbt/mantisbt.git </programlisting> <para> If you are a member of the MantisBT development team with write access to the repository, there is a special clone URL that uses your SSH key to handle access permissions and allow you read and write access. Note: This action <emphasis>will fail</emphasis> if you do not have developer access or do not have your public SSH key set up correctly. </para> <programlisting> $ git clone git@github.com:mantisbt/mantisbt.git </programlisting> <para> After performing the cloning operation, you should end up with a new directory in your workspace, <filename>mantisbt/</filename>. By default, it will only track code from the primary remote branch, <literal>master</literal>, which is the latest development version of MantisBT. For contributers planning to work with stable release branches, or other development branches, you will need to set up local tracking branches in your repository. The following commands will set up a tracking branch for the current stable branch, <literal>master-1.2.x</literal>. </para> <programlisting> $ git checkout -b master-1.2.x origin/master-1.2.x </programlisting> </sect1> <sect1 id="dev.contrib.branch"> <title>Maintaining Tracking Branches</title> <para> In order to keep your local repository up to date with the official, there are a few simple commands needed for any tracking branches that you may have, including <literal>master</literal> and <literal>master-1.2.x</literal>. </para> <para> First, you'll need to got the latest information from the remote repo: </para> <programlisting> $ git fetch origin </programlisting> <para> Then for each tracking branch you have, enter the following commands: </para> <programlisting> $ git checkout master $ git rebase origin/master </programlisting> <para> Alternatively, you may combine the above steps into a single command for each remote tracking branch: </para> <programlisting> $ git checkout master $ git pull --rebase </programlisting> </sect1> <sect1 id="dev.contrib.prepare"> <title>Preparing Feature Branches</title> <para> For each local or shared feature branch that you are working on, you will need to keep it up to date with the appropriate master branch. There are multiple methods for doing this, each better suited to a different type of feature branch. <emphasis>Both methods assume that you have already performed the previous step, to <link linkend="dev.contrib.branch">update your local tracking branches</link>.</emphasis> </para> <sect2 id="dev.contrib.prepare.local"> <title>Private Branches</title> <para> If the topic branch in question is a local, private branch, that you are not sharing with other developers, the simplest and easiest method to stay up to date with <literal>master</literal> is to use the <command>rebase</command> command. This will append all of your feature branch commits into a linear history after the last commit on the <literal>master</literal> branch. </para> <programlisting> $ git checkout feature $ git rebase master </programlisting> <para> Do note that this changes the commit ID for each commit in your feature branch, which will cause trouble for anyone sharing and/or following your branch. In this case, if you have rebased a branch that other users are watching or working on, they can fix the resulting conflict by rebasing their copy of your branch onto your branch: </para> <programlisting> $ git checkout feature $ git fetch remote/feature $ git rebase remote/feature </programlisting> </sect2> <sect2 id="dev.contrib.prepare.public"> <title>Public Branches</title> <para> For any publicly-shared branches, where other users may be watching your feature branches, or cloning them locally for development work, you'll need to take a different approach to keeping it up to date with <literal>master</literal>. </para> <para> To bring public branch up to date, you'll need to <command>merge</command> the current <literal>master</literal> branch, which will create a special "merge commit" in the branch history, causing a logical "split" in commit history where your branch started and joining at the merge. These merge commits are generally disliked, because they can crowd commit history, and because the history is no longer linear. They will be dealt with during the <link linkend="dev.contrib.submit.repo">submission process</link>. </para> <programlisting> $ git checkout feature $ git merge master </programlisting> <para> At this point, you can push the branch to your public repository, and anyone following the branch can then pull the changes directly into their local branch, either with another merge, or with a rebase, as necessitated by the public or private status of their own changes. </para> </sect2> </sect1> <sect1 id="dev.contrib.test"> <title>Running PHPUnit tests</title> <para> MantisBT has a suite of PHPUnit tests found in the <literal>tests</literal> directory. You are encouraged to add your own tests for the patches you are submitting, but please remember that your changes must not break existing tests. </para> <para> In order to run the tests, you will need to have the PHP Soap extension , <ulink url="http://www.phpunit.de">PHPUnit 3.4 or newer</ulink> and <ulink url="http://phing.info">Phing 2.4 or newer</ulink> installed. The tests are configured using a <literal>bootstrap.php</literal> file. The <literal>boostrap.php.sample</literal> file contains the settings you will need to adjust to run all the tests. </para> <para> Running the unit tests is done from root directory using the following command: </para> <programlisting> $ phing test </programlisting> <sect2 id="dev.contrib.test.soap"> <title>Running the SOAP tests</title> <para> MantisBT ships with a suite of SOAP tests which require an initial set up to be executed. The required steps are: </para> <itemizedlist> <listitem><para>Install MantisBT locally and configure a project and a category.</para></listitem> <listitem><para>Adjust the <literal>bootstrap.php</literal> file to point to your local installation.</para></listitem> <listitem><para>Customize the <literal>config_inc.php</literal> to enable all the features tested using the SOAP tests. The simplest way to do that is to run all the tests once and ajust it based on the skipped tests.</para></listitem> </itemizedlist> </sect2> </sect1> <sect1 id="dev.contrib.submit"> <title>Submitting Changes</title> <para> When you have a set of changes to MantisBT that you would like to contribute to the project, there are two preferred methods of making those changes available for project developers to find, retrieve, test, and commit. The simplest method uses Git to generate a specially-formatted patch, and the other uses a public repository to host changes that developers can pull from. </para> <para> Formatted patches are very similar to file diffs generated by other tools or source control systems, but contain far more information, including your name and email address, and for every commit in the set, the commit's timestamp, message, author, and more. This formatted patch allows anyone to import the enclosed changesets directly into Git, where all of the commit information is preserved. </para> <para> Using a public repository to host your changes is marginally more complicated than submitting a formatted patch, but is more versatile. It allows you to keep your changesets up to date with the offiicial development repository, and it lets anyone stay up to date with your repository, without needing to constantly upload and download new formatted patches whenever you change anything. There is no need for a special server, as free hosting for public repositories can be found on many sites, such as <ulink url="http://git.mantisforge.org">MantisForge.org</ulink>, <ulink url="http://github.com">GitHub</ulink>, or <ulink url="http://gitorious.com">Gitorious</ulink>. </para> <sect2 id="dev.contrib.submit.patch"> <title>Via Formatted Patches</title> <para> Assuming that you have an existing local branch that you've kept up to date with <literal>master</literal> as described in <link linkend="dev.contrib.prepare">Preparing Feature Branches</link>, generating a formatted patch set should be relatively straightforward, using an appropriate filename as the target of the patch set: </para> <programlisting> $ git format-patch --binary --stdout origin/master..HEAD > feature_branch.patch </programlisting> <para> Once you've generated the formatted patch file, you can easily attach it to a bug report, or even use the patch file as an email to send to the developer mailing list. Developers, or other users, can then import this patch set into their local repositories using the following command, again substituting the appropriate filename: </para> <programlisting> $ git am --signoff feature_branch.patch </programlisting> </sect2> <sect2 id="dev.contrib.submit.repo"> <title>Via Public Repository</title> <para> We'll assume that you've already set up a public repository, either on a free repository hosting site, or using <command>git-daemon</command> on your own machine, and that you know both the public clone URL and the private push URL for your public repository. </para> <para> For the purpose of this demonstration, we'll use a public clone URL of <literal>git://mantisbt.org/contrib.git</literal>, a private push URL of <literal>git@mantisbt.org:contrib.git</literal>, and a hypothetical topic branch named <literal>feature</literal>. </para> <para> You'll need to start by registering your public repository as a 'remote' for your working repository, and then push your topic branch to the public repository. We'll call the remote <literal>public</literal> for this; remember to replace the URL's and branch name as appropriate: </para> <programlisting> $ git remote add public git@mantisbt.org:contrib.git $ git push public feature </programlisting> <para> Next, you'll need to generate a 'pull request', which will list information about your changes and how to access them. This process will attempt to verify that you've pushed the correct data to the public repository, and will generate a summary of changes that you should paste into a bug report or into an email to the developer mailing list: </para> <programlisting> $ git request-pull origin/master git://mantisbt.org/contrib.git feature </programlisting> <para> Once your pull request has been posted, developers and other users can add your public repository as a remote, and track your feature branch in their own working repository using the following commands, replacing the remote name and local branch name as appropriate: </para> <programlisting> $ git remote add feature git://mantisbt.org/contrib.git $ git checkout -b feature feature/feature </programlisting> <para> If a remote branch is approved for entry into <literal>master</literal>, then it should first be rebased onto the latest commits, so that Git can remove any unnecessary merge commits, and create a single linear history for the branch. Once that's completed, the branch can be fast-forwarded onto <literal>master</literal>: </para> <programlisting> $ git checkout feature $ git rebase master $ git checkout master $ git merge --ff feature </programlisting> <para><emphasis> If a feature branch contains commits by non-developers, the branch should be signed off by the developer handling the merge, as a replacement for the above process: </emphasis></para> <programlisting> $ git checkout feature $ git rebase master $ git format-patch --binary --stdout master..HEAD > feature_branch.patch $ git am --signoff feature_branch.patch </programlisting> </sect2> </sect1> </chapter>