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CONTRIBUTING.md
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Contributing to elasticsearch
Contributing to OpenSearch
=============================
Elasticsearch is an open source project and we love to receive contributions from our community — you! There are many ways to contribute, from writing tutorials or blog posts, improving the documentation, submitting bug reports and feature requests or writing code which can be incorporated into Elasticsearch itself.
OpenSearch is a community project that is built and maintained by people just like **you**. We're glad you're interested in helping out. There are several different ways you can do it, but before we talk about that, let's talk about how to get started.
If you want to be rewarded for your contributions, sign up for the [Elastic Contributor Program](https://www.elastic.co/community/contributor). Each time you
make a valid contribution, you’ll earn points that increase your chances of winning prizes and being recognized as a top contributor.
## Table of Contents:
- [First Things First](#first-principles)
- [Ways to Contribute](#ways-to-contribute)
- [Developer Certificate of Origin](#developer-certificate-of-origin)
- [Review Process](#review-process)
Bug reports
-----------
If you think you have found a bug in Elasticsearch, first make sure that you are testing against the [latest version of Elasticsearch](https://www.elastic.co/downloads/elasticsearch) - your issue may already have been fixed. If not, search our [issues list](https://github.com/elastic/elasticsearch/issues) on GitHub in case a similar issue has already been opened.
## First Things First
It is very helpful if you can prepare a reproduction of the bug. In other words, provide a small test case which we can run to confirm your bug. It makes it easier to find the problem and to fix it. Test cases should be provided as `curl` commands which we can copy and paste into a terminal to run it locally, for example:
1. **When in doubt, open an issue** - For almost any type of contribution, the first step is opening an issue. Even if you think you already know what the solution is, writing down a description of the problem you're trying to solve will help everyone get context when they review your pull request. If it's truly a trivial change (e.g. spelling error), you can skip this step -- but as the subject says, when it doubt, [open an issue](https://github.com/opensearch-project/OpenSearch/issues).
2. **Only submit your own work** (or work you have sufficient rights to submit) - Please make sure that any code or documentation you submit is your work or you have the rights to submit. We respect the intellectual property rights of others, and as part of contributing, we'll ask you to sign your contribution with a "Developer Certificate of Origin" (DCO) that states you have the rights to submit this work and you understand we'll
use your contribution. There's more information about this topic in the [DCO section](#developer-certificate-of-origin).
## Ways to Contribute
**Please note:** OpenSearch is a fork of [Elasticsearch 7.10.2](https://github.com/elastic/elasticsearch), and is currently in a pre-alpha state, so it's still very much a work in progress. If you do find references to Elasticsearch (outside of attributions and copyrights!) please [open an issue](https://github.com/opensearch-project/OpenSearch/issues)
### Bug Reports
Ugh! Bugs!
A bug is when software behaves in a way that you didn't expect and the developer didn't intend. To help us understand what's going on, we first want to make sure you're working from the latest version. Please make sure you're testing against the [latest version](https://github.com/opensearch-project/OpenSearch).
Once you've confirmed that the bug still exists in the latest version, you'll want to check to make sure it's not something we already know about on the [open issues GitHub page](https://github.com/opensearch-project/OpenSearch/issues).
If you've upgraded to the latest version and you can't find it in our open issues list, then you'll need to tell us how to reproduce it. To make the behavior as clear as possible, please provided your steps as `curl` commands which we can copy and paste into a terminal to run it locally, for example:
```sh
# delete the index
curl -XDELETE localhost:9200/test
curl -X DELETE localhost:9200/test
# insert a document
curl -XPUT localhost:9200/test/test/1 -d '{
curl -x PUT localhost:9200/test/test/1 -d '{
"title": "test document"
}'
# this should return XXXX but instead returns YYY
# this should return XXXX but instead returns YYYY
curl ....
```
Provide as much information as you can. You may think that the problem lies with your query, when actually it depends on how your data is indexed. The easier it is for us to recreate your problem, the faster it is likely to be fixed.
Feature requests
----------------
### Feature Requests
If you find yourself wishing for a feature that doesn't exist in Elasticsearch, you are probably not alone. There are bound to be others out there with similar needs. Many of the features that Elasticsearch has today have been added because our users saw the need.
Open an issue on our [issues list](https://github.com/elastic/elasticsearch/issues) on GitHub which describes the feature you would like to see, why you need it, and how it should work.
If you've thought of a way that OpenSearch could be better, we want to hear about it. We track feature requests using GitHub, so please feel free to open an issue which describes the feature you would like to see, why you need it, and how it should work.
### Documentation Changes
//TODO
### Contributing Code
As with other types of contributions, the first step is to **open an issue on GitHub**. Opening an issue before you make changes makes sure that someone else isn't already working on that particular problem. It also lets us all work together to find the right approach before you spend a bunch of time on a PR. So again, when in doubt, open an issue.
Once you've opened an issue, check out our [Developer Guide](./DEVELOPER_GUIDE.md) for instructions on how to get started.
## Developer Certificate of Origin
OpenSearch is an open source product released under the Apache 2.0 license (see either [the Apache site](https://www.apache.org/licenses/LICENSE-2.0) or the [LICENSE.txt file](./LICENSE.txt)). The Apache 2.0 license allows you to freely use, modify, distribute, and sell your own products that include Apache 2.0 licensed software.
We respect intellectual property rights of others and we want to make sure all incoming contributions are correctly attributed and licensed. A Developer Certificate of Origin (DCO) is a lightweight mechanism to do that.
The DCO is a declaration attached to every contribution made by every developer. In the commit message of the contribution, the developer simply adds a `Signed-off-by` statement and thereby agrees to the DCO, which you can find below or at [DeveloperCertificate.org](http://developercertificate.org/).
## Sign your work
The sign-off is a simple line at the end of each commit, which certifies that you wrote it or otherwise have the right to pass it on as an open-source patch. if you can certify the below
```
Developer's Certificate of Origin 1.1
By making a contribution to this project, I certify that:
(a) The contribution was created in whole or in part by me and I
have the right to submit it under the open source license
indicated in the file; or
(b) The contribution is based upon previous work that, to the best
of my knowledge, is covered under an appropriate open source
license and I have the right under that license to submit that
work with modifications, whether created in whole or in part
by me, under the same open source license (unless I am
permitted to submit under a different license), as indicated
in the file; or
have the right to submit it under the open source license
indicated in the file; or
(b) The contribution is based upon previous work that, to the
best of my knowledge, is covered under an appropriate open
source license and I have the right under that license to
submit that work with modifications, whether created in whole
or in part by me, under the same open source license (unless
I am permitted to submit under a different license), as
Indicated in the file; or
(c) The contribution was provided directly to me by some other
person who certified (a), (b) or (c) and I have not modified
it.
person who certified (a), (b) or (c) and I have not modified
it.
(d) I understand and agree that this project and the contribution
are public and that a record of the contribution (including all
personal information I submit with it, including my sign-off) is
maintained indefinitely and may be redistributed consistent with
this project or the open source license(s) involved.
are public and that a record of the contribution (including
all personal information I submit with it, including my
sign-off) is maintained indefinitely and may be redistributed
consistent with this project or the open source license(s)
involved.
```
We require that every contribution to OpenSearch is signed with a Developer Certificate of Origin. Additionally, please use your real name. We do not accept anonymous contributors nor those utilizing pseudonyms.
Each commit must include a DCO which looks like this
```
then you just add a line to every git commit message:
```
Signed-off-by: Bob Sanders <bob.sanders@email.com>
```
You can sign off your work easily by adding the configuration in github
```
git config user.name "Bob Sanders"
git config user.email "bob.sanders@email.com"
```
Then, you could sign off commits automatically by adding `-s` or `-=signoff` parameter to your usual git commits commands. e.g.
```
git commit -s -m "my first commit"
Signed-off-by: Jane Smith <jane.smith@email.com>
```
You may type this line on your own when writing your commit messages. However, if your user.name and user.email are set in your git configs, you can use `-s` or `– – signoff` to add the `Signed-off-by` line to the end of the commit message.
Contributing code and documentation changes
-------------------------------------------
## Review Process
If you would like to contribute a new feature or a bug fix to Elasticsearch,
please discuss your idea first on the Github issue. If there is no Github issue
for your idea, please open one. It may be that somebody is already working on
it, or that there are particular complexities that you should know about before
starting the implementation. There are often a number of ways to fix a problem
and it is important to find the right approach before spending time on a PR
that cannot be merged.
We deeply appreciate everyone who takes the time to make a contribution. We will review all contributions as quickly as possible. As a reminder, opening an issue and discussing your change before you make it is the best way to smooth the PR process. This will prevent a rejection because someone else is already working on the problem, or because the solution is incompatible with the architectural direction.
We add the `help wanted` label to existing Github issues for which community
contributions are particularly welcome, and we use the `good first issue` label
to mark issues that we think will be suitable for new contributors.
During the PR process, expect that there will be some back-and-forth. Please try to respond to comments in a timely fashion, and if you don't wish to continue with the PR, let us know. If a PR takes too many iterations for its complexity or size, we may reject it. Additionally, if you stop responding we may close the PR as abandoned. In either case, if you feel this was done in error, please add a comment on the PR.
The process for contributing to any of the [Elastic repositories](https://github.com/elastic/) is similar. Details for individual projects can be found below.
If we accept the PR, we will merge your change and usually take care of backporting it to appropriate branches ourselves.
### Fork and clone the repository
You will need to fork the main Elasticsearch code or documentation repository and clone it to your local machine. See
[github help page](https://help.github.com/articles/fork-a-repo) for help.
Further instructions for specific projects are given below.
### Submitting your changes
Once your changes and tests are ready to submit for review:
1. Test your changes
Run the test suite to make sure that nothing is broken. See the
[TESTING](TESTING.asciidoc) file for help running tests.
2. Sign the Contributor License Agreement
Please make sure you have signed our [Contributor License Agreement](https://www.elastic.co/contributor-agreement/). We are not asking you to assign copyright to us, but to give us the right to distribute your code without restriction. We ask this of all contributors in order to assure our users of the origin and continuing existence of the code. You only need to sign the CLA once.
3. Rebase your changes
Update your local repository with the most recent code from the main Elasticsearch repository, and rebase your branch on top of the latest master branch. We prefer your initial changes to be squashed into a single commit. Later, if we ask you to make changes, add them as separate commits. This makes them easier to review. As a final step before merging we will either ask you to squash all commits yourself or we'll do it for you.
4. Submit a pull request
Push your local changes to your forked copy of the repository and [submit a pull request](https://help.github.com/articles/using-pull-requests). In the pull request, choose a title which sums up the changes that you have made, and in the body provide more details about what your changes do. Also mention the number of the issue where discussion has taken place, eg "Closes #123".
Then sit back and wait. There will probably be discussion about the pull request and, if any changes are needed, we would love to work with you to get your pull request merged into Elasticsearch.
Please adhere to the general guideline that you should never force push
to a publicly shared branch. Once you have opened your pull request, you
should consider your branch publicly shared. Instead of force pushing
you can just add incremental commits; this is generally easier on your
reviewers. If you need to pick up changes from master, you can merge
master into your branch. A reviewer might ask you to rebase a
long-running pull request in which case force pushing is okay for that
request. Note that squashing at the end of the review process should
also not be done, that can be done when the pull request is [integrated
via GitHub](https://github.com/blog/2141-squash-your-commits).
Contributing to the Elasticsearch codebase
------------------------------------------
**Repository:** [https://github.com/elastic/elasticsearch](https://github.com/elastic/elasticsearch)
JDK 14 is required to build Elasticsearch. You must have a JDK 14 installation
with the environment variable `JAVA_HOME` referencing the path to Java home for
your JDK 14 installation. By default, tests use the same runtime as `JAVA_HOME`.
However, since Elasticsearch supports JDK 8, the build supports compiling with
JDK 14 and testing on a JDK 8 runtime; to do this, set `RUNTIME_JAVA_HOME`
pointing to the Java home of a JDK 8 installation. Note that this mechanism can
be used to test against other JDKs as well, this is not only limited to JDK 8.
> Note: It is also required to have `JAVA8_HOME`, `JAVA9_HOME`, `JAVA10_HOME`
and `JAVA11_HOME`, and `JAVA12_HOME` available so that the tests can pass.
Elasticsearch uses the Gradle wrapper for its build. You can execute Gradle
using the wrapper via the `gradlew` script on Unix systems or `gradlew.bat`
script on Windows in the root of the repository. The examples below show the
usage on Unix.
We support development in IntelliJ versions IntelliJ 2019.2 and
onwards. We would like to support Eclipse, but few of us use it and has fallen
into [disrepair][eclipse].
[Docker](https://docs.docker.com/install/) is required for building some Elasticsearch artifacts and executing certain test suites. You can run Elasticsearch without building all the artifacts with:
./gradlew :run
That'll spend a while building Elasticsearch and then it'll start Elasticsearch,
writing its log above Gradle's status message. We log a lot of stuff on startup,
specifically these lines tell you that Elasticsearch is ready:
[2020-05-29T14:50:35,167][INFO ][o.e.h.AbstractHttpServerTransport] [runTask-0] publish_address {127.0.0.1:9200}, bound_addresses {[::1]:9200}, {127.0.0.1:9200}
[2020-05-29T14:50:35,169][INFO ][o.e.n.Node ] [runTask-0] started
But to be honest its typically easier to wait until the console stops scrolling
and then run `curl` in another window like this:
curl -u elastic:password localhost:9200
### Importing the project into IntelliJ IDEA
Elasticsearch builds using Java 14. When importing into IntelliJ you will need
to define an appropriate SDK. The convention is that **this SDK should be named
"14"** so that the project import will detect it automatically. For more details
on defining an SDK in IntelliJ please refer to [their documentation](https://www.jetbrains.com/help/idea/sdk.html#define-sdk).
SDK definitions are global, so you can add the JDK from any project, or after
project import. Importing with a missing JDK will still work, IntelliJ will
simply report a problem and will refuse to build until resolved.
You can import the Elasticsearch project into IntelliJ IDEA via:
- Select **File > Open**
- In the subsequent dialog navigate to the root `build.gradle` file
- In the subsequent dialog select **Open as Project**
### Java Language Formatting Guidelines
Java files in the Elasticsearch codebase are formatted with the Eclipse JDT
formatter, using the [Spotless
Gradle](https://github.com/diffplug/spotless/tree/master/plugin-gradle)
plugin. This plugin is configured on a project-by-project basis, via
`build.gradle` in the root of the repository. So long as at least one
project is configured, the formatting check can be run explicitly with:
./gradlew spotlessJavaCheck
The code can be formatted with:
./gradlew spotlessApply
These tasks can also be run for specific subprojects, e.g.
./gradlew server:spotlessJavaCheck
Please follow these formatting guidelines:
* Java indent is 4 spaces
* Line width is 140 characters
* Lines of code surrounded by `// tag::NAME` and `// end::NAME` comments are included
in the documentation and should only be 76 characters wide not counting
leading indentation. Such regions of code are not formatted automatically as
it is not possible to change the line length rule of the formatter for
part of a file. Please format such sections sympathetically with the rest
of the code, while keeping lines to maximum length of 76 characters.
* Wildcard imports (`import foo.bar.baz.*`) are forbidden and will cause
the build to fail.
* If *absolutely* necessary, you can disable formatting for regions of code
with the `// tag::NAME` and `// end::NAME` directives, but note that
these are intended for use in documentation, so please make it clear what
you have done, and only do this where the benefit clearly outweighs the
decrease in consistency.
* Note that JavaDoc and block comments i.e. `/* ... */` are not formatted,
but line comments i.e `// ...` are.
* There is an implicit rule that negative boolean expressions should use
the form `foo == false` instead of `!foo` for better readability of the
code. While this isn't strictly enforced, if might get called out in PR
reviews as something to change.
#### Editor / IDE Support
Eclipse IDEs can import the file [elasticsearch.eclipseformat.xml]
directly.
IntelliJ IDEs can
[import](https://blog.jetbrains.com/idea/2014/01/intellij-idea-13-importing-code-formatter-settings-from-eclipse/)
the same settings file, and / or use the [Eclipse Code
Formatter](https://plugins.jetbrains.com/plugin/6546-eclipse-code-formatter)
plugin.
You can also tell Spotless to [format a specific
file](https://github.com/diffplug/spotless/tree/master/plugin-gradle#can-i-apply-spotless-to-specific-files)
from the command line.
#### Formatting failures
Sometimes Spotless will report a "misbehaving rule which can't make up its
mind" and will recommend enabling the `paddedCell()` setting. If you
enabled this settings and run the format check again,
Spotless will write files to
`$PROJECT/build/spotless-diagnose-java/` to aid diagnosis. It writes
different copies of the formatted files, so that you can see how they
differ and infer what is the problem.
The `paddedCell()` option is disabled for normal operation in order to
detect any misbehaviour. You can enabled the option from the command line
by running Gradle with `-Dspotless.paddedcell`.
> **NOTE:** If you have imported the project into IntelliJ IDEA the project will
> be automatically configured to add the correct license header to new source
> files based on the source location.
### Creating A Distribution
Run all build commands from within the root directory:
```sh
cd elasticsearch/
```
To build a darwin-tar distribution, run this command:
```sh
./gradlew -p distribution/archives/darwin-tar assemble
```
You will find the distribution under:
`./distribution/archives/darwin-tar/build/distributions/`
To create all build artifacts (e.g., plugins and Javadocs) as well as
distributions in all formats, run this command:
```sh
./gradlew assemble
```
> **NOTE:** Running the task above will fail if you don't have a available
> Docker installation.
The package distributions (Debian and RPM) can be found under:
`./distribution/packages/(deb|rpm|oss-deb|oss-rpm)/build/distributions/`
The archive distributions (tar and zip) can be found under:
`./distribution/archives/(darwin-tar|linux-tar|windows-zip|oss-darwin-tar|oss-linux-tar|oss-windows-zip)/build/distributions/`
### Running The Full Test Suite
Before submitting your changes, run the test suite to make sure that nothing is broken, with:
```sh
./gradlew check
```
If your changes affect only the documentation, run:
```sh
./gradlew -p docs check
```
For more information about testing code examples in the documentation, see
https://github.com/elastic/elasticsearch/blob/master/docs/README.asciidoc
### Project layout
This repository is split into many top level directories. The most important
ones are:
#### `docs`
Documentation for the project.
#### `distribution`
Builds our tar and zip archives and our rpm and deb packages.
#### `libs`
Libraries used to build other parts of the project. These are meant to be
internal rather than general purpose. We have no plans to
[semver](https://semver.org/) their APIs or accept feature requests for them.
We publish them to maven central because they are dependencies of our plugin
test framework, high level rest client, and jdbc driver but they really aren't
general purpose enough to *belong* in maven central. We're still working out
what to do here.
#### `modules`
Features that are shipped with Elasticsearch by default but are not built in to
the server. We typically separate features from the server because they require
permissions that we don't believe *all* of Elasticsearch should have or because
they depend on libraries that we don't believe *all* of Elasticsearch should
depend on.
For example, reindex requires the `connect` permission so it can perform
reindex-from-remote but we don't believe that the *all* of Elasticsearch should
have the "connect". For another example, Painless is implemented using antlr4
and asm and we don't believe that *all* of Elasticsearch should have access to
them.
#### `plugins`
Officially supported plugins to Elasticsearch. We decide that a feature should
be a plugin rather than shipped as a module because we feel that it is only
important to a subset of users, especially if it requires extra dependencies.
The canonical example of this is the ICU analysis plugin. It is important for
folks who want the fairly language neutral ICU analyzer but the library to
implement the analyzer is 11MB so we don't ship it with Elasticsearch by
default.
Another example is the `discovery-gce` plugin. It is *vital* to folks running
in [GCP](https://cloud.google.com/) but useless otherwise and it depends on a
dozen extra jars.
#### `qa`
Honestly this is kind of in flux and we're not 100% sure where we'll end up.
Right now the directory contains
* Tests that require multiple modules or plugins to work
* Tests that form a cluster made up of multiple versions of Elasticsearch like
full cluster restart, rolling restarts, and mixed version tests
* Tests that test the Elasticsearch clients in "interesting" places like the
`wildfly` project.
* Tests that test Elasticsearch in funny configurations like with ingest
disabled
* Tests that need to do strange things like install plugins that thrown
uncaught `Throwable`s or add a shutdown hook
But we're not convinced that all of these things *belong* in the qa directory.
We're fairly sure that tests that require multiple modules or plugins to work
should just pick a "home" plugin. We're fairly sure that the multi-version
tests *do* belong in qa. Beyond that, we're not sure. If you want to add a new
qa project, open a PR and be ready to discuss options.
#### `server`
The server component of Elasticsearch that contains all of the modules and
plugins. Right now things like the high level rest client depend on the server
but we'd like to fix that in the future.
#### `test`
Our test framework and test fixtures. We use the test framework for testing the
server, the plugins, and modules, and pretty much everything else. We publish
the test framework so folks who develop Elasticsearch plugins can use it to
test the plugins. The test fixtures are external processes that we start before
running specific tests that rely on them.
For example, we have an hdfs test that uses mini-hdfs to test our
repository-hdfs plugin.
### Gradle Build
We use Gradle to build Elasticsearch because it is flexible enough to not only
build and package Elasticsearch, but also orchestrate all of the ways that we
have to test Elasticsearch.
#### Configurations
Gradle organizes dependencies and build artifacts into "configurations" and
allows you to use these configurations arbitrarily. Here are some of the most
common configurations in our build and how we use them:
<dl>
<dt>`implementation`</dt><dd>Dependencies that are used by the project
at compile and runtime but are not exposed as a compile dependency to other dependent projects.
Dependencies added to the `implementation` configuration are considered an implementation detail
that can be changed at a later date without affecting any dependent projects.</dd>
<dt>`api`</dt><dd>Dependencies that are used as compile and runtime dependencies of a project
and are considered part of the external api of the project.
<dt>`runtimeOnly`</dt><dd>Dependencies that not on the classpath at compile time but
are on the classpath at runtime. We mostly use this configuration to make sure that
we do not accidentally compile against dependencies of our dependencies also
known as "transitive" dependencies".</dd>
<dt>`compileOnly`</dt><dd>Code that is on the classpath at compile time but that
should not be shipped with the project because it is "provided" by the runtime
somehow. Elasticsearch plugins use this configuration to include dependencies
that are bundled with Elasticsearch's server.</dd>
<dt>`testImplementation`</dt><dd>Code that is on the classpath for compiling tests
that are part of this project but not production code. The canonical example
of this is `junit`.</dd>
</dl>
Reviewing and accepting your contribution
-----------------------------------------
We review every contribution carefully to ensure that the change is of high
quality and fits well with the rest of the Elasticsearch codebase. If accepted,
we will merge your change and usually take care of backporting it to
appropriate branches ourselves.
We really appreciate everyone who is interested in contributing to
Elasticsearch and regret that we sometimes have to reject contributions even
when they might appear to make genuine improvements to the system. Reviewing
contributions can be a very time-consuming task, yet the team is small and our
time is very limited. In some cases the time we would need to spend on reviews
would outweigh the benefits of a change by preventing us from working on other
more beneficial changes instead.
Please discuss your change in a Github issue before spending much time on its
implementation. We sometimes have to reject contributions that duplicate other
efforts, take the wrong approach to solving a problem, or solve a problem which
does not need solving. An up-front discussion often saves a good deal of wasted
time in these cases.
We normally immediately reject isolated PRs that only perform simple
refactorings or otherwise "tidy up" certain aspects of the code. We think the
benefits of this kind of change are very small, and in our experience it is not
worth investing the substantial effort needed to review them. This especially
includes changes suggested by tools.
We sometimes reject contributions due to the low quality of the submission
since low-quality submissions tend to take unreasonable effort to review
properly. Quality is rather subjective so it is hard to describe exactly how to
avoid this, but there are some basic steps you can take to reduce the chances
of rejection. Follow the guidelines listed above when preparing your changes.
You should add tests that correspond with your changes, and your PR should pass
affected test suites too. It makes it much easier to review if your code is
formatted correctly and does not include unnecessary extra changes.
We sometimes reject contributions if we find ourselves performing many review
iterations without making enough progress. Some iteration is expected,
particularly on technically complicated changes, and there's no fixed limit on
the acceptable number of review cycles since it depends so much on the nature
of the change. You can help to reduce the number of iterations by reviewing
your contribution yourself or in your own team before asking us for a review.
You may be surprised how many comments you can anticipate and address by taking
a short break and then carefully looking over your changes again.
We expect you to follow up on review comments somewhat promptly, but recognise
that everyone has many priorities for their time and may not be able to respond
for several days. We will understand if you find yourself without the time to
complete your contribution, but please let us know that you have stopped
working on it. We will try to send you a reminder if we haven't heard from you
in a while, but may end up closing your PR if you do not respond for too long.
If your contribution is rejected we will close the pull request with a comment
explaining why. This decision isn't always final: if you feel we have
misunderstood your intended change or otherwise think that we should reconsider
then please continue the conversation with a comment on the pull request and
If we reject the PR, we will close the pull request with a comment explaining why. This decision isn't always final: if you feel we have
misunderstood your intended change or otherwise think that we should reconsider then please continue the conversation with a comment on the PR and
we'll do our best to address any further points you raise.
Contributing as part of a class
-------------------------------
In general Elasticsearch is happy to accept contributions that were created as
part of a class but strongly advise against making the contribution as part of
the class. So if you have code you wrote for a class feel free to submit it.
Please, please, please do not assign contributing to Elasticsearch as part of a
class. If you really want to assign writing code for Elasticsearch as an
assignment then the code contributions should be made to your private clone and
opening PRs against the primary Elasticsearch clone must be optional, fully
voluntary, not for a grade, and without any deadlines.
Because:
* While the code review process is likely very educational, it can take wildly
varying amounts of time depending on who is available, where the change is, and
how deep the change is. There is no way to predict how long it will take unless
we rush.
* We do not rush reviews without a very, very good reason. Class deadlines
aren't a good enough reason for us to rush reviews.
* We deeply discourage opening a PR you don't intend to work through the entire
code review process because it wastes our time.
* We don't have the capacity to absorb an entire class full of new contributors,
especially when they are unlikely to become long time contributors.
Finally, we require that you run `./gradlew check` before submitting a
non-documentation contribution. This is mentioned above, but it is worth
repeating in this section because it has come up in this context.
[eclipse]: https://download.eclipse.org/eclipse/downloads/drops4/R-4.13-201909161045/
[intellij]: https://blog.jetbrains.com/idea/2017/07/intellij-idea-2017-2-is-here-smart-sleek-and-snappy/
[shadow-plugin]: https://github.com/johnrengelman/shadow

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# Developer Guide
So you want to contribute code to OpenSearch? Excellent! We're glad you're here. Here's what you need to do:
## Importing the project into IntelliJ IDEA directly
OpenSearch builds using Java 14. When importing into IntelliJ you will need
to define an appropriate SDK. The convention is that **this SDK should be named
"14"** so that the project import will detect it automatically. For more details
on defining an SDK in IntelliJ please refer to [their documentation](https://www.jetbrains.com/help/idea/sdk.html#define-sdk).
SDK definitions are global, so you can add the JDK from any project, or after
project import. Importing with a missing JDK will still work, IntelliJ will
simply report a problem and will refuse to build until resolved.
You can import the OpenSearch project into IntelliJ IDEA via:
- Select **File > Open**
- In the subsequent dialog navigate to the root `build.gradle` file
- In the subsequent dialog select **Open as Project**
## Git clone OpenSearch repo:
git clone https://github.com/opensearch-project.git
## Project layout
This repository is split into many top level directories. The most important
ones are:
### `docs`
Documentation for the project.
### `distribution`
Builds our tar and zip archives and our rpm and deb packages.
### `libs`
Libraries used to build other parts of the project. These are meant to be
internal rather than general purpose. We have no plans to
[semver](https://semver.org/) their APIs or accept feature requests for them.
We publish them to maven central because they are dependencies of our plugin
test framework, high level rest client, and jdbc driver but they really aren't
general purpose enough to *belong* in maven central. We're still working out
what to do here.
#### `modules`
Features that are shipped with OpenSearch by default but are not built in to
the server. We typically separate features from the server because they require
permissions that we don't believe *all* of OpenSearch should have or because
they depend on libraries that we don't believe *all* of OpenSearch should
depend on.
For example, reindex requires the `connect` permission so it can perform
reindex-from-remote but we don't believe that the *all* of OpenSearch should
have the "connect". For another example, Painless is implemented using antlr4
and asm and we don't believe that *all* of OpenSearch should have access to
them.
#### `plugins`
Officially supported plugins to OpenSearch. We decide that a feature should
be a plugin rather than shipped as a module because we feel that it is only
important to a subset of users, especially if it requires extra dependencies.
The canonical example of this is the ICU analysis plugin. It is important for
folks who want the fairly language neutral ICU analyzer but the library to
implement the analyzer is 11MB so we don't ship it with OpenSearch by
default.
Another example is the `discovery-gce` plugin. It is *vital* to folks running
in [GCP](https://cloud.google.com/) but useless otherwise and it depends on a
dozen extra jars.
## Project Tools
JDK 14 is required to build OpenSearch. You must have a JDK 14 installed
with the environment variable `JAVA_HOME` referencing the path to Java home for
your JDK 14 installation. By default, tests use the same runtime as `JAVA_HOME`.
However, since RENNAMEME supports JDK 8, the build supports compiling with
JDK 14 and testing on a JDK 8 runtime; to do this, set `RUNTIME_JAVA_HOME`
pointing to the Java home of a JDK 8 installation. Note that this mechanism can
be used to test against other JDKs as well, this is not only limited to JDK 8.
> Note: It is also required to have `JAVA8_HOME`, `JAVA9_HOME`, `JAVA10_HOME`
and `JAVA11_HOME`, and `JAVA12_HOME` available so that the tests can pass.
OpenSearch uses the Gradle wrapper for its build. You can execute Gradle
using the wrapper via the `gradlew` script on Unix systems or `gradlew.bat`
script on Windows in the root of the repository. The examples below show the
usage on Unix.
We support development in IntelliJ versions IntelliJ 2019.2 and
onwards. We would like to support Eclipse, but few of us use it and has fallen
into [disrepair][eclipse].
[Docker](https://docs.docker.com/install/) is required for building some OpenSearch artifacts and executing certain test suites. You can run OpenSearch without building all the artifacts with:
./gradlew :run
That'll spend a while building OpenSearch and then it'll start OpenSearch,
writing its log above Gradle's status message. We log a lot of stuff on startup,
specifically these lines tell you that OpenSearch is ready:
[2020-05-29T14:50:35,167][INFO ][o.e.h.AbstractHttpServerTransport] [runTask-0] publish_address {127.0.0.1:9200}, bound_addresses {[::1]:9200}, {127.0.0.1:9200}
[2020-05-29T14:50:35,169][INFO ][o.e.n.Node ] [runTask-0] started
But to be honest its typically easier to wait until the console stops scrolling
and then run `curl` in another window like this to check if OpenSearch instance is running:
curl -u opensearch:password localhost:9200
## Java Language Formatting Guidelines
Java files in the OpenSearch codebase are formatted with the Eclipse JDT
formatter, using the [Spotless
Gradle](https://github.com/diffplug/spotless/tree/master/plugin-gradle)
plugin. This plugin is configured on a project-by-project basis, via
`build.gradle` in the root of the repository. So long as at least one
project is configured, the formatting check can be run explicitly with:
./gradlew spotlessJavaCheck
The code can be formatted with:
./gradlew spotlessApply
These tasks can also be run for specific subprojects, e.g.
./gradlew server:spotlessJavaCheck
Please follow these formatting guidelines:
* Java indent is 4 spaces
* Line width is 140 characters
* Lines of code surrounded by `// tag::NAME` and `// end::NAME` comments are included
in the documentation and should only be 76 characters wide not counting
leading indentation. Such regions of code are not formatted automatically as
it is not possible to change the line length rule of the formatter for
part of a file. Please format such sections sympathetically with the rest
of the code, while keeping lines to maximum length of 76 characters.
* Wildcard imports (`import foo.bar.baz.*`) are forbidden and will cause
the build to fail.
* If *absolutely* necessary, you can disable formatting for regions of code
with the `// tag::NAME` and `// end::NAME` directives, but note that
these are intended for use in documentation, so please make it clear what
you have done, and only do this where the benefit clearly outweighs the
decrease in consistency.
* Note that JavaDoc and block comments i.e. `/* ... */` are not formatted,
but line comments i.e `// ...` are.
* There is an implicit rule that negative boolean expressions should use
the form `foo == false` instead of `!foo` for better readability of the
code. While this isn't strictly enforced, if might get called out in PR
reviews as something to change.
## Editor / IDE Support
IntelliJ IDEs can
[import](https://blog.jetbrains.com/idea/2014/01/intellij-idea-13-importing-code-formatter-settings-from-eclipse/)
the same settings file, and / or use the [Eclipse Code
Formatter](https://plugins.jetbrains.com/plugin/6546-eclipse-code-formatter)
plugin.
You can also tell Spotless to [format a specific
file](https://github.com/diffplug/spotless/tree/master/plugin-gradle#can-i-apply-spotless-to-specific-files)
from the command line.
## Formatting failures
Sometimes Spotless will report a "misbehaving rule which can't make up its
mind" and will recommend enabling the `paddedCell()` setting. If you
enabled this settings and run the format check again,
Spotless will write files to
`$PROJECT/build/spotless-diagnose-java/` to aid diagnosis. It writes
different copies of the formatted files, so that you can see how they
differ and infer what is the problem.
The `paddedCell()` option is disabled for normal operation in order to
detect any misbehaviour. You can enabled the option from the command line
by running Gradle with `-Dspotless.paddedcell`.
> **NOTE:** If you have imported the project into IntelliJ IDEA the project will
> be automatically configured to add the correct license header to new source
> files based on the source location.
## Running The Full Test Suite
**Note: OpenSearch hasn't made any changes to the test suite yet beyond fixing tests that broke after removing non-Apache licensed code and non-Apache licensed code checks. Also, while we're in pre-alpha, some tests may be failing until we finish the forking process. We should have an issue for all failing tests, but if you find one first, feel free to open one (and fix it :) ).**
Before submitting your changes, run the test suite to make sure that nothing is broken, with:
```sh
./gradlew check
```
If we're still running down issues, you may want to start with just
```sh
./gradlew precommit
```
#### `qa`
Honestly this is kind of in flux and we're not 100% sure where we'll end up. We welcome your throughts and help.
Right now the directory contains
* Tests that require multiple modules or plugins to work
* Tests that form a cluster made up of multiple versions of OpenSearch like
full cluster restart, rolling restarts, and mixed version tests
* Tests that test the OpenSearch clients in "interesting" places like the
`wildfly` project.
* Tests that test OpenSearch in funny configurations like with ingest
disabled
* Tests that need to do strange things like install plugins that thrown
uncaught `Throwable`s or add a shutdown hook
But we're not convinced that all of these things *belong* in the qa directory.
We're fairly sure that tests that require multiple modules or plugins to work
should just pick a "home" plugin. We're fairly sure that the multi-version
tests *do* belong in qa. Beyond that, we're not sure. If you want to add a new
qa project, open a PR and be ready to discuss options.
#### `server`
The server component of OpenSearch that contains all of the modules and
plugins. Right now things like the high level rest client depend on the server
but we'd like to fix that in the future.
#### `test`
Our test framework and test fixtures. We use the test framework for testing the
server, the plugins, and modules, and pretty much everything else. We publish
the test framework so folks who develop OpenSearch plugins can use it to
test the plugins. The test fixtures are external processes that we start before
running specific tests that rely on them.
For example, we have an hdfs test that uses mini-hdfs to test our
repository-hdfs plugin.
### Gradle Build
We use Gradle to build OpenSearch because it is flexible enough to not only
build and package OpenSearch, but also orchestrate all of the ways that we
have to test OpenSearch.
### Configurations
Gradle organizes dependencies and build artifacts into "configurations" and
allows you to use these configurations arbitrarily. Here are some of the most
common configurations in our build and how we use them:
<dl>
<dt>`implementation`</dt><dd>Dependencies that are used by the project
at compile and runtime but are not exposed as a compile dependency to other dependent projects.
Dependencies added to the `implementation` configuration are considered an implementation detail
that can be changed at a later date without affecting any dependent projects.</dd>
<dt>`api`</dt><dd>Dependencies that are used as compile and runtime dependencies of a project
and are considered part of the external api of the project.
<dt>`runtimeOnly`</dt><dd>Dependencies that not on the classpath at compile time but
are on the classpath at runtime. We mostly use this configuration to make sure that
we do not accidentally compile against dependencies of our dependencies also
known as "transitive" dependencies".</dd>
<dt>`compileOnly`</dt><dd>Code that is on the classpath at compile time but that
should not be shipped with the project because it is "provided" by the runtime
somehow. OpenSearch plugins use this configuration to include dependencies
that are bundled with OpenSearch's server.</dd>
<dt>`testImplementation`</dt><dd>Code that is on the classpath for compiling tests
that are part of this project but not production code. The canonical example
of this is `junit`.</dd>
</dl>
### Submitting your changes
Once your changes and tests are ready to submit for review:
1. Test your changes
Run the test suite to make sure that local tests passes, add unit tests for all the new code paths introduced by your change,
make sure nothing is broken by your change. See the [TESTING](TESTING.asciidoc) file for help running tests. 100% Test UT coverage is required.
2. Rebase your changes
Update your local repository with the most recent code from the main OpenSearch repository, and rebase your branch on top of the latest master branch. We prefer your initial changes to be squashed into a single commit. Later, if we ask you to make changes, add them as separate commits. This makes them easier to review. As a final step before merging we will either ask you to squash all commits yourself or we'll do it for you.
3. Please provide detailed description on your change.
What is your change?
What features are enabled in your change if any?
What is fixed in your change if any?
4. Submit a pull request
Push your local changes to your forked copy of the repository and [submit a pull request](https://help.github.com/articles/using-pull-requests). In the pull request, choose a title which sums up the changes that you have made, and in the body provide more details about what your changes do. Also mention the number of the issue where discussion has taken place, eg "Closes #123".
Unless your change is trivial, there will probably be discussion about the pull request and, if any changes are needed, we would love to work with you to get your pull request merged into OpenSearch.
5. Code review and approval
Invite domain expert to review your code.
Please adhere to the general guideline that you should never force push
to a publicly shared branch. Once you have opened your pull request, you
should consider your branch publicly shared. Instead of force pushing
you can just add incremental commits; this is generally easier on your
reviewers. If you need to pick up changes from master, you can merge
master into your branch. A reviewer might ask you to rebase a
long-running pull request in which case force pushing is okay for that
request. Note that squashing at the end of the review process should
also not be done, that can be done when the pull request is [integrated
via GitHub](https://github.com/blog/2141-squash-your-commits).
### Reviewing and accepting your contribution
We deeply appreciate everyone who takes the time to make a contribution. We will review all contributions as quickly as possible, but there are a few things you can do to help us with the process:
First and foremost, opening an issue and discussing your change before you make it is the best way to smooth the PR process. This will prevent a rejection because someone else is already working on the problem, or because the solution is incompatable with our architectual direction.
Additionally:
1) Plesae make sure you've run `./gradlew check` before submitting (or './gradlew precommit' while we're still in pre-alpha). The better tested your change is, the higher our confidence will be in it.
2) Please Make sure your change includes the tests that correspond with your changes, and is formatted well.
3) Please make sure local tests pass, add unit tests for all the new code paths introduced by your change.
4) Please write both unit tests and integration test for your change
5) Smaller changes are easier to digest than large ones.
6) Given the limits of the team, we will reject PRs that are simple refactorings or "tidying up". So make sure you're clear about what problem your PR is solving.
During the PR process, expect that they'll be some back and forth. Please try to respond to comments in a timely fashion, and if you don't wish to continue with the PR, let us know. If a PR takes too many iterations for its complexity or size, we may reject it. Additionall, if you stop responding, we may close the PR as abandonded. In either case, if you feel this was done in error, please add a comment on the PR.
If we accept the PR, we will merge your change and usually take care of backporting it to appropriate branches ourselves.
If we reject the PR, we will close the pull request with a comment explaining why. This decision isn't always final: if you feel we have
misunderstood your intended change or otherwise think that we should reconsider then please continue the conversation with a comment on the pull request and we'll do our best to address any further points you raise.