339 lines
14 KiB
Markdown
339 lines
14 KiB
Markdown
# Contributing to Packer
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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 anyway. 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 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 we
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already fixed the bug you're experiencing.
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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 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. 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" and
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simple fixes are marked as "good first 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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linked.
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5. The issue is closed.
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## Setting up Go
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If you have never worked with Go before, you will have to install its
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runtime in order to build packer.
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1. This project always releases from the latest version of golang. [Install go](https://golang.org/doc/install#install)
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## Setting up Packer for dev
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If/when you have go installed you can already `go get` packer and `make` in
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order to compile and test Packer. These instructions target
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POSIX-like environments (macOS, Linux, Cygwin, etc.) so you may need to
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adjust them for Windows or other shells.
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The instructions below are for go 1.7. or later.
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1. 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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2. When working on Packer, first `cd $GOPATH/src/github.com/hashicorp/packer`
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so you can run `make` and easily access other files. Run `make help` to get
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information about make targets.
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3. Make your changes to the Packer source. You can run `make` in
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`$GOPATH/src/github.com/hashicorp/packer` to run tests and build the Packer
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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
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`go build -o bin/packer .` from the project root.
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4. After running building Packer successfully, use
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`$GOPATH/src/github.com/hashicorp/packer/bin/packer` to build a machine and
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verify your changes work. For instance:
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`$GOPATH/src/github.com/hashicorp/packer/bin/packer build template.json`.
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5. 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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### Windows Systems
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On windows systems you need at least the [MinGW Tools](http://www.mingw.org/), e.g. install via [choco](https://chocolatey.org/):
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```
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choco install mingw -y
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```
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This installs the GCC compiler, as well as a ```mingw32-make``` which can be used wherever
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this documentation mentions ```make```
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when building using ```go``` you also need to mention the windows
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executable extension
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```
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go build -o bin/packer.exe
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```
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### Opening an Pull Request
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Thank you for contributing! When you are ready to open a pull-request, you will
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need to [fork
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Packer](https://github.com/hashicorp/packer#fork-destination-box), push your
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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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```
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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 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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**Note:** See '[Working with
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forks](https://help.github.com/articles/working-with-forks/)' for a better way
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to use `git push ...`.
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### Pull Request Lifecycle
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1. You are welcome to submit your pull request for commentary or review before
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it is fully completed. Please prefix the title of your pull request with
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"[WIP]" to indicate this. It's also a good idea to include specific questions
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or items you'd like feedback on.
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2. Once you believe your pull request is ready to be merged, you can remove any
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"[WIP]" prefix from the title and a core team member will review.
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3. One of Packer's core team members will look over your contribution and
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either merge, or provide comments letting you know if there is anything left
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to do. We do our best to provide feedback in a timely manner, but it may take
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some time for us to respond. We may also have questions that we need answered
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about the code, either because something doesn't make sense to us or because
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we want to understand your thought process.
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4. If we have requested changes, you can either make those changes or, if you
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disagree with the suggested changes, we can have a conversation about our
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reasoning and agree on a path forward. This may be a multi-step process. Our
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view is that pull requests are a chance to collaborate, and we welcome
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conversations about how to do things better. It is the contributor's
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responsibility to address any changes requested. While reviewers are happy to
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give guidance, it is unsustainable for us to perform the coding work necessary
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to get a PR into a mergeable state.
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5. Once all outstanding comments and checklist items have been addressed, your
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contribution will be merged! Merged PRs will be included in the next
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Packer release. The core team takes care of updating the
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[CHANGELOG.md](../CHANGELOG.md) as they merge.
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6. In rare cases, we might decide that a PR should be closed without merging.
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We'll make sure to provide clear reasoning when this happens.
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### Tips for Working on Packer
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#### Getting Your Pull Requests Merged Faster
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It is much easier to review pull requests that are:
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1. Well-documented: Try to explain in the pull request comments what your
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change does, why you have made the change, and provide instructions for how
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to produce the new behavior introduced in the pull request. If you can,
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provide screen captures or terminal output to show what the changes look
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like. This helps the reviewers understand and test the change.
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2. Small: Try to only make one change per pull request. If you found two bugs
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and want to fix them both, that's _awesome_, but it's still best to submit
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the fixes as separate pull requests. This makes it much easier for reviewers
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to keep in their heads all of the implications of individual code changes,
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and that means the PR takes less effort and energy to merge. In general, the
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smaller the pull request, the sooner reviewers will be able to make time to
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review it.
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3. Passing Tests: Based on how much time we have, we may not review pull
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requests which aren't passing our tests. (Look below for advice on how to
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run unit tests). If you need help figuring out why tests are failing, please
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feel free to ask, but while we're happy to give guidance it is generally
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your responsibility to make sure that tests are passing. If your pull request
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changes an interface or invalidates an assumption that causes a bunch of
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tests to fail, then you need to fix those tests before we can merge your PR.
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If we request changes, try to make those changes in a timely manner. Otherwise,
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PRs can go stale and be a lot more work for all of us to merge in the future.
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Even with everyone making their best effort to be responsive, it can be
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time-consuming to get a PR merged. It can be frustrating to deal with
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the back-and-forth as we make sure that we understand the changes fully. Please
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bear with us, and please know that we appreciate the time and energy you put
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into the project.
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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
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project. After following the steps in "Setting up Go to work on Packer":
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1. Navigate to the code:
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`cd $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>`
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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:
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`git checkout -b new-feature`
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4. Make changes.
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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
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lives in the spot where the go cli tools are expecting to find it.
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#### Go modules & go vendor
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If you are submitting a change that requires new or updated dependencies,
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please include them in `go.mod`/`go.sum` and in the `vendor/` folder. This
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helps everything get tested properly in CI.
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Note that you will need to use [go
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mod](https://github.com/golang/go/wiki/Modules) to do this. This step is
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recommended but not required.
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Use `go get <project>` to add dependencies to the project and `go mod vendor`
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to make vendored copy of dependencies. See [go mod quick
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start](https://github.com/golang/go/wiki/Modules#quick-start) for examples.
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Please only apply the minimal vendor changes to get your PR to work. Packer
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does not attempt to track the latest version for each dependency.
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#### Code generation
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Packer relies on `go generate` to generate a [peg parser for boot
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commands](https://github.com/hashicorp/packer/blob/master/common/bootcommand/boot_command.go),
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[docs](https://github.com/hashicorp/packer/blob/master/website/source/partials/builder/amazon/chroot/_Config-not-required.html.md)
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and HCL2's bridging code. Packer's testing suite will run `make check-generate`
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to check that all the generated files Packer needs are what they should be.
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`make generate` re-generates all these file and can take a while depending on
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your machine's performances. To make it faster it is recommended to run
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localized code generation. Say you are working on the Amazon builder: running
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`go generate ./builder/amazon/...` will do that for you. Make sure that the
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latest code generation tool is installed by running `make install-gen-deps`.
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#### Code linting
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Packer relies on [golangci-lint](https://github.com/golangci/golangci-lint) for linting its Go code base, excluding any generated code created by `go generate`. Linting is executed on new files during Travis builds via `make ci`; the linting of existing code base is only executed when running `make lint`. Linting a large project like Packer is an iterative process so existing code base will have issues that are actively being fixed; pull-requests that fix existing linting issues are always welcomed :smile:.
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The main configuration for golangci-lint is the `.golangci.yml` in the project root. See `golangci-lint --help` for a list of flags that can be used to override the default configuration.
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Run golangci-lint on the entire Packer code base.
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```
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make lint
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```
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Run golangci-lint on a single pkg or directory; PKG_NAME expands to /builder/amazon/...
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```
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make lint PKG_NAME=builder/amazon
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```
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Note: linting on Travis uses the `--new-from-rev=origin/master` flag to only lint new files added within a branch or pull-request. To run this check locally you can use the `ci-lint` make target. See [golangci-lint in CI](https://github.com/golangci/golangci-lint#faq) for more information.
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```
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make ci-lint
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```
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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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```
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make test TEST=./builder/amazon/...
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```
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#### Running Acceptance Tests
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Packer has [acceptance tests](https://en.wikipedia.org/wiki/Acceptance_testing)
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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 to 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
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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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```
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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 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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```
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Acceptance tests typically require other environment variables to be set for
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things such as API tokens and keys. Each test should error and tell you which
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credentials are missing, so those are not documented here.
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#### Debugging Plugins
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Each packer plugin runs in a separate process and communicates via RPC over a
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socket therefore using a debugger will not work (be complicated at least).
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But most of the Packer code is really simple and easy to follow with PACKER_LOG
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turned on. If that doesn't work adding some extra debug print outs when you have
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homed in on the problem is usually enough.
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