Merge pull request #5800 from jessestuart/jesse/cleanup_contributing_docs
[docs] Fix typos + cleanup CONTRIBUTING.md docs.
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CONTRIBUTING.md
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CONTRIBUTING.md
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# Contributing to Packer
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**First:** if you're unsure or afraid of _anything_, just ask
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or submit the issue or pull request anyways. You won't be yelled at for
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giving your best effort. The worst that can happen is that you'll be
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politely asked to change something. We appreciate any sort of contributions,
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and don't want a wall of rules to get in the way of that.
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**First:** if you're unsure or afraid of _anything_, just ask or submit the
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issue or pull request anyways. You won't be yelled at for giving your best
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effort. The worst that can happen is that you'll be politely asked to change
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something. We appreciate any sort of contributions, and don't want a wall of
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rules to get in the way of that.
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However, for those individuals who want a bit more guidance on the
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best way to contribute to the project, read on. This document will cover
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what we're looking for. By addressing all the points we're looking for,
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it raises the chances we can quickly merge or address your contributions.
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However, for those individuals who want a bit more guidance on the best way to
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contribute to the project, read on. This document will cover what we're looking
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for. By addressing all the points we're looking for, it raises the chances we
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can quickly merge or address your contributions.
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## Issues
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### Reporting an Issue
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* Make sure you test against the latest released version. It is possible
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we already fixed the bug you're experiencing.
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* Make sure you test against the latest released version. It is possible we
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already fixed the bug you're experiencing.
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* Run the command with debug ouput with the environment variable
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`PACKER_LOG`. For example: `PACKER_LOG=1 packer build template.json`. Take
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the *entire* output and create a [gist](https://gist.github.com) for linking
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to in your issue. Packer should strip sensitive keys from the output,
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but take a look through just in case.
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* Run the command with debug output with the environment variable `PACKER_LOG`.
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For example: `PACKER_LOG=1 packer build template.json`. Take the _entire_
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output and create a [gist](https://gist.github.com) for linking to in your
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issue. Packer should strip sensitive keys from the output, but take a look
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through just in case.
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* Provide a reproducible test case. If a contributor can't reproduce an
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issue, then it dramatically lowers the chances it'll get fixed. And in
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some cases, the issue will eventually be closed.
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* Provide a reproducible test case. If a contributor can't reproduce an issue,
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then it dramatically lowers the chances it'll get fixed. And in some cases,
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the issue will eventually be closed.
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* Respond promptly to any questions made by the Packer team to your issue.
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Stale issues will be closed.
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* Respond promptly to any questions made by the Packer team to your issue. Stale
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issues will be closed.
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### Issue Lifecycle
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1. The issue is reported.
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2. The issue is verified and categorized by a Packer collaborator.
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Categorization is done via tags. For example, bugs are marked as "bugs"
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and easy fixes are marked as "easy".
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Categorization is done via tags. For example, bugs are marked as "bugs" and
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easy fixes are marked as "easy".
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3. Unless it is critical, the issue is left for a period of time (sometimes
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many weeks), giving outside contributors a chance to address the issue.
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3. Unless it is critical, the issue is left for a period of time (sometimes many
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weeks), giving outside contributors a chance to address the issue.
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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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## Setting up Go to work on Packer
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If you have never worked with Go before, you will have to complete the
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following steps in order to be able to compile and test Packer. These instructions target POSIX-like environments (Mac OS X, Linux, Cygwin, etc.) so you may need to adjust them for Windows or other shells.
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If you have never worked with Go before, you will have to complete the following
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steps in order to be able to compile and test Packer. These instructions target
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POSIX-like environments (Mac OS X, Linux, Cygwin, etc.) so you may need to
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adjust them for Windows or other shells.
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1. [Download](https://golang.org/dl) and install Go. The instructions below
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are for go 1.7. Earlier versions of Go are no longer supported.
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1. [Download](https://golang.org/dl) and install Go. The instructions below are
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for go 1.7. Earlier versions of Go are no longer supported.
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2. Set and export the `GOPATH` environment variable and update your `PATH`. For
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example, you can add to your `.bash_profile`.
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example, you can add the following to your `.bash_profile` (or comparable
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shell startup scripts):
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```
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export GOPATH=$HOME/go
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export PATH=$PATH:$GOPATH/bin
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```
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```
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export GOPATH=$HOME/go
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export PATH=$PATH:$GOPATH/bin
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```
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3. Download the Packer source (and its dependencies) by running `go get
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github.com/hashicorp/packer`. This will download the Packer source to
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3. Download the Packer source (and its dependencies) by running
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`go get github.com/hashicorp/packer`. This will download the Packer source to
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`$GOPATH/src/github.com/hashicorp/packer`.
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4. When working on packer `cd $GOPATH/src/github.com/hashicorp/packer` so you
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can run `make` and easily access other files. Run `make help` to get
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4. When working on Packer, first `cd` into `$GOPATH/src/github.com/hashicorp/packer`
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so you can run `make` and easily access other files. Run `make help` to get
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information about make targets.
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5. Make your changes to the Packer source. You can run `make` in
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`$GOPATH/src/github.com/hashicorp/packer` to run tests and build the packer
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`$GOPATH/src/github.com/hashicorp/packer` to run tests and build the Packer
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binary. Any compilation errors will be shown when the binaries are
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rebuilding. If you don't have `make` you can simply run `go build -o bin/packer .` from the project root.
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rebuilding. If you don't have `make` you can simply run
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`go build -o bin/packer .` from the project root.
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6. After running building packer successfully, use
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6. After running building Packer successfully, use
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`$GOPATH/src/github.com/hashicorp/packer/bin/packer` to build a machine and
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verify your changes work. For instance: `$GOPATH/src/github.com/hashicorp/packer/bin/packer build template.json`.
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verify your changes work. For instance:
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`$GOPATH/src/github.com/hashicorp/packer/bin/packer build template.json`.
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7. If everything works well and the tests pass, run `go fmt` on your code
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before submitting a pull-request.
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7. If everything works well and the tests pass, run `go fmt` on your code before
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submitting a pull-request.
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### Opening an Pull Request
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When you are ready to open a pull-request, you will need to [fork packer](https://github.com/hashicorp/packer#fork-destination-box), push your changes to your fork, and then open a pull-request.
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When you are ready to open a pull-request, you will need to
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[fork Packer](https://github.com/hashicorp/packer#fork-destination-box), push
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your changes to your fork, and then open a pull-request.
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For example, my github username is `cbednarski` so I would do the following:
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For example, my github username is `cbednarski`, so I would do the following:
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git checkout -b f-my-feature
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// develop a patch
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git push https://github.com/cbednarski/packer f-my-feature
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```
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$ git checkout -b f-my-feature
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# Develop a patch.
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$ git push https://github.com/cbednarski/Packer f-my-feature
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```
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From there, open your fork in your browser to open a new pull-request.
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**Note** Go infers package names from their filepaths. This means `go build` will break if you `git clone` your fork instead of using `go get` on the main packer project.
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**Note:** Go infers package names from their file paths. This means `go build`
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will break if you `git clone` your fork instead of using `go get` on the main
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Packer project.
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### Tips for Working on Packer
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#### Working on forks
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The easiest way to work on a fork is to set it as a remote of the packer project. After following the steps in "Setting up Go to work on Packer":
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The easiest way to work on a fork is to set it as a remote of the Packer
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project. After following the steps in "Setting up Go to work on Packer":
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1. Navigate to $GOPATH/src/github.com/hashicorp/packer
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2. Add the remote `git remote add <name of remote> <github url of fork>`. For example `git remote add mwhooker https://github.com/mwhooker/packer.git`.
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1. Navigate to `$GOPATH/src/github.com/hashicorp/packer`
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2. Add the remote by running
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`git remote add <name of remote> <github url of fork>`. For example:
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`git remote add mwhooker https://github.com/mwhooker/packer.git`.
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3. Checkout a feature branch: `git checkout -b new-feature`
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4. Make changes
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5. (Optional) Push your changes to the fork: `git push -u <name of remote> new-feature`
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5. (Optional) Push your changes to the fork:
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`git push -u <name of remote> new-feature`
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This way you can push to your fork to create a PR, but the code on disk still lives in the spot where the go cli tools are expecting to find it.
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This way 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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#### Govendor
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If you are submitting a change that requires new or updated dependencies, please include them in `vendor/vendor.json` and in the `vendor/` folder. This helps everything get tested properly in CI.
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If you are submitting a change that requires new or updated dependencies, please
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include them in `vendor/vendor.json` and in the `vendor/` folder. This helps
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everything get tested properly in CI.
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Note that you will need to use [govendor](https://github.com/kardianos/govendor) to do this. This step is recommended but not required; if you don't use govendor please indicate in your PR which dependencies have changed and to what versions.
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Note that you will need to use [govendor](https://github.com/kardianos/govendor)
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to do this. This step is recommended but not required; if you don't use govendor
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please indicate in your PR which dependencies have changed and to what versions.
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Use `govendor fetch <project>` to add dependencies to the project. See
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[govendor quick
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start](https://github.com/kardianos/govendor#quick-start-also-see-the-faq) for
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examples.
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[govendor quick start](https://github.com/kardianos/govendor#quick-start-also-see-the-faq)
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for examples.
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Please only apply the minimal vendor changes to get your PR to work. Packer does not attempt to track the latest version for each dependency.
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Please only apply the minimal vendor changes to get your PR to work. Packer does
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not attempt to track the latest version for each dependency.
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#### Running Unit Tests
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You can run tests for individual packages using commands like this:
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$ make test TEST=./builder/amazon/...
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```
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$ make test TEST=./builder/amazon/...
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```
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#### Running Acceptance Tests
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for various builders. These typically require an API key (AWS, GCE), or
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additional software to be installed on your computer (VirtualBox, VMware).
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If you're working on a new builder or builder feature and want verify it is functioning (and also hasn't broken anything else), we recommend running the
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If you're working on a new builder or builder feature and want verify it is
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functioning (and also hasn't broken anything else), we recommend running the
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acceptance tests.
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**Warning:** The acceptance tests create/destroy/modify *real resources*, which
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may incur costs for real money. In the presence of a bug, it is possible that resources may be left behind, which can cost money even though you were not using them. We recommend running tests in an account used only for that purpose so it is easy to see if there are any dangling resources, and so production resources are not accidentally destroyed or overwritten during testing.
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**Warning:** The acceptance tests create/destroy/modify _real resources_, which
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may incur costs for real money. In the presence of a bug, it is possible that
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resources may be left behind, which can cost money even though you were not
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using them. We recommend running tests in an account used only for that purpose
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so it is easy to see if there are any dangling resources, and so production
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resources are not accidentally destroyed or overwritten during testing.
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To run the acceptance tests, invoke `make testacc`:
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$ make testacc TEST=./builder/amazon/ebs
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...
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```
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$ make testacc TEST=./builder/amazon/ebs
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$ ...
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```
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The `TEST` variable lets you narrow the scope of the acceptance tests to a
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specific package / folder. The `TESTARGS` variable is recommended to filter
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down to a specific resource to test, since testing all of them at once can
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sometimes take a very long time.
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specific package / folder. The `TESTARGS` variable is recommended to filter down
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to a specific resource to test, since testing all of them at once can sometimes
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take a very long time.
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To run only a specific test, use the `-run` argument:
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```
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make testacc TEST=./builder/amazon/ebs TESTARGS="-run TestBuilderAcc_forceDeleteSnapshot"
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$ make testacc TEST=./builder/amazon/ebs TESTARGS="-run TestBuilderAcc_forceDeleteSnapshot"
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```
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Acceptance tests typically require other environment variables to be set for
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