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docs: guidelines on large contributions and feature branches (#868)
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* adding section on large contributions

* add overview and info on feature branches

* add feature branch exception clause

* core team -> stewarding team

* apply review suggestions
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mpoke committed Apr 25, 2023
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121 changes: 96 additions & 25 deletions CONTRIBUTING.md
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# Contributing

- [Contributing](#contributing)
- [Team Organization](#team-organization)
- [Overview](#overview)
- [Stewarding team responsibility](#stewarding-team-responsibility)
- [Ease of reviewing](#ease-of-reviewing)
- [Workflow](#workflow)
- [Project Board](#project-board)
- [Architecture Decision Records (ADR)](#architecture-decision-records-adr)
- [ADR Proposals](#adr-proposals)
- [Development Procedure](#development-procedure)
Expand All @@ -19,9 +23,57 @@

Thank you for considering making contributions to the Interchain Security (ICS) repository! 🎉👍

## Overview

Contributing to this repo can mean many things such as participating in
discussion or proposing code changes. To ensure a smooth workflow for all
contributors, a general procedure for contributing has been established:
discussion or proposing code changes.
Following the processes outlined in this document will lead to the best
chance of landing changes in a release.

### Stewarding team responsibility

ICS has many stakeholders contributing and shaping the project.
The _ICS stewarding team_ is composed of Informal Systems developers and
is responsible for stewarding this project over time.
This means that the stewarding team needs to understand the nature of,
and agree to maintain, all of the changes that land on `main` or a backport branch.
It may cost a few days/weeks' worth of time to _submit_ a particular change,
but _maintaining_ that change over the years has a much higher cost that the stewarding team will bear.

### Ease of reviewing

The fact that the stewarding team needs to be able to deeply understand the short-,
medium- and long-term consequences of incoming changes means that changes need
to be **easily reviewed**.

What makes a change easy to review, and more likely to land in an upcoming
release?

1. **Each pull request must do _one thing_**. It must be very clear what that
one thing is when looking at the pull request title, description, and linked
issues. It must also be very clear what value it ultimately aims to deliver,
and to which user(s). A single pull request that does multiple things, or
without a clear articulation of the problem it attempts to solve, may be
rejected immediately.

2. **Each pull request must be manageable in size**.
Self-contained pull requests that are manageable in size may target `main` directly.
Larger contributions though must be structured as a series of smaller pull requests
each building upon the previous one, all ideally tracked in a tracking issue
(i.e., [an EPIC](#project-board)).
These pull requests must target a long-lived feature branch.
For details, see the [development procedure guidelines](#development-procedure).
Poorly structured pull requests may be rejected immediately with a
request to restructure them.

**Note**: This does not necessarily apply to documentation-related changes or
automatically generated code (e.g. generated from Protobuf definitions). But
automatically generated code changes should occur within separate commits, so
they are easily distinguishable from manual code changes.

### Workflow

To ensure a smooth workflow for all contributors, a general workflow for contributing has been established.

1. Start by browsing [existing issues](https://github.com/cosmos/interchain-security/issues) and [discussions](https://github.com/cosmos/interchain-security/discussions). If you are looking for something interesting or if you have something in your mind, there is a chance it had been discussed.
* Looking for a good place to start contributing? How about checking out some [good first issues](https://github.com/cosmos/interchain-security/issues?q=is%3Aopen+is%3Aissue+label%3A%22good+first+issue%22) or [bugs](https://github.com/cosmos/interchain-security/issues?q=is%3Aopen+is%3Aissue+label%3Abug)?
Expand All @@ -36,16 +88,17 @@ contributors, a general procedure for contributing has been established:
make sure to contact them to collaborate.
3. If nobody has been assigned for the issue and you would like to work on it,
make a comment on the issue to inform the community of your intentions
to begin work.
5. To submit your work as a contribution to the repository, follow standard GitHub best practices. See [pull request guideline](#pull-requests) below.
to begin work and please wait for an acknowledgement from the stewarding team.
5. To submit your work as a contribution to the repository, follow standard GitHub best practices.
See [development procedure guidelines](#development-procedure) below.

**Note:** For very small or trivial issues such as typos, you are not required to open an issue before submitting a PR.
For complex problems or features, please make sure to open an issue and provide context and problem description.
PRs opened before adequate design discussion has taken place in a GitHub issue have a high likelihood of being rejected without review.

## Team Organization
## Project Board

ICS has many stakeholders contributing and shaping the project. The Core ICS team is composed of Informal Systems developers. Any long-term contributors and additional maintainers from other projects are welcome. We use self-organizing principles to coordinate and collaborate across organizations in structured "EPIC" that focus on specific problem domains or architectural components of ICS. For details, see the [GitHub Project board](https://github.com/orgs/cosmos/projects/28/views/11).
We use self-organizing principles to coordinate and collaborate across organizations in structured "EPIC" that focuses on specific problem domains or architectural components of ICS. For details, see the [GitHub Project board](https://github.com/orgs/cosmos/projects/28/views/11).

The developers work in sprints, which are available in a [GitHub Project](https://github.com/orgs/cosmos/projects/28/views/2).

Expand All @@ -65,19 +118,35 @@ Architecture Decision Records (ADRs) may be proposed by any contributors or main

## Development Procedure

* The latest state of development is on `main`.
* `main` must never fail `make lint` or `make test`.
* Create a branch to start work:
* Fork the repo (core developers must create a branch directly in the ICS repo),
branch from the HEAD of `main`, make some commits, and submit a PR to `main`.
* For core developers working within the `interchain-security` repo, follow branch name conventions to ensure clear
ownership of branches: `{moniker}/{issue#}-branch-name`.
* See [Branching Model](#branching-model-and-release) for more details.
* Be sure to run `make format` before every commit. The easiest way
to do this is have your editor run it for you upon saving a file (most of the editors
will do it anyway using a pre-configured setup of the programming language mode).
`main` must be stable, include only completed features and never fail `make lint`, `make test`, or `make build/install`.

Depending on the scope of the work, we differentiate between self-contained pull requests and long-lived contributions (features).

**Self-contained pull requests**:

* Fork the repo (core developers must create a branch directly in the ICS repo),
branch from the HEAD of `main`, make some commits, and submit a PR to `main`.
* For core developers working within the `interchain-security` repo, follow branch name conventions to ensure clear
ownership of branches: `{moniker}/{issue#}-branch-name`.
* See [Branching Model](#branching-model-and-release) for more details.

**Large contributions**:

* Make sure that a feature branch in created in the repo.
This will be created by the stewarding team after design discussions.
The name convention for the feature branch must be `feat/{issue#}-branch-name`.
Note that (similar to `main`) all feature branches have branch protection rules and they run the CI.
Unlike `main`, feature branch may intermittently fail to `make lint`, `make test`, `make build/install`.
* Fork the repo (core developers must create a branch directly in the ICS repo),
branch from the HEAD of the feature branch, make some commits, and submit a PR to the feature branch.
All PRs targeting a feature branch should follow the same guidelines in this document.
* Once the feature is completed, submit a PR from the feature branch targeting `main`.

Be sure to run `make format` before every commit. The easiest way
to do this is have your editor run it for you upon saving a file (most of the editors
will do it anyway using a pre-configured setup of the programming language mode).

Code is merged into main through pull request procedure.
**Note:** Exceptions to the above guidelines are possible, but only after prior discussions with the stewarding team.

### Testing

Expand All @@ -87,15 +156,15 @@ Appropriate tests should be written with a new feature, and all existing tests s

Before submitting a pull request:

* synchronize your branch with the latest main and resolve any arising conflicts, i.e.,
* synchronize your branch with the latest base branch (i.e., `main` or feature branch) and resolve any arising conflicts, e.g.,
- either `git fetch origin/main && git merge origin/main`
- or `git fetch origin/main && git rebase -i origin/main`
* run `make lint` and `make test` to ensure that all checks and tests pass.
* run `make lint`, `make test`, `make build/install` to ensure that all checks and tests pass.

Then:

1. If you have something to show, **start with a `Draft` PR**. It's good to have early validation of your work and we highly recommend this practice. A Draft PR also indicates to the community that the work is in progress.
Draft PRs also help the core team provide early feedback and ensure the work is in the right direction.
Draft PRs also help the stewarding team provide early feedback and ensure the work is in the right direction.
2. When the code is complete, change your PR from `Draft` to `Ready for Review`.
3. Go through the actions for each checkbox present in the PR template description. The PR actions are automatically provided for each new PR.
4. Be sure to include a relevant changelog entry in the `Unreleased` section of `CHANGELOG.md` (see file for log format). The entry should be on top of all others changes in the section.
Expand All @@ -106,7 +175,7 @@ PRs must have a category prefix that is based on the type of changes being made
[Conventional Commits](https://www.conventionalcommits.org/en/v1.0.0/) specification.
Additionally, **each PR should only address a single issue**.

NOTE: when merging, GitHub will squash commits and rebase on top of the main.
**Note:** When merging, GitHub will squash commits and rebase on top of the base branch.

### Pull Request Templates

Expand Down Expand Up @@ -192,9 +261,11 @@ A MAJOR version of ICS will always be backwards compatible with the previous MAJ

### PR Targeting

Ensure that you base and target your PR on the `main` branch.
Ensure that you base and target your PRs on either `main` or a feature branch.

All feature additions and all bug fixes must be targeted against `main`. Exception is for bug fixes which are only related to a released version. In that case, the related bug fix PRs must target against the release branch.
All complete features and all bug fixes must be targeted against `main`.
Exception is for bug fixes which are only related to a released version.
In that case, the related bug fix PRs must target against the release branch.

If needed, we will backport a commit from `main` to a release branch with appropriate consideration of versioning.

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