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Contribution process for developers

If you plan on contributing code to Clarity, please follow this step-by-step process to reduce the risk of significant changes being requested when you submit your pull request. We'll work with you on every step and try to be as responsive as possible.

Windows OS: Windows users can face issues with running some scripts in this repository so we recommend installing and using a linux distribution before going further.

I. Proposal template

Before you start coding anything, please fill out the following proposal template in as much detail as you can. The more complete your details, the better, but not all questions will apply for every change. As you fill this out, please make sure to follow our coding guidelines for components.

## Summary

Describe the change or feature in detail. Try to answer the following questions.

- What is the change?
- What is a use case for this change?
- Why should it go in Clarity?
- Is this a change to an Angular Component or a Web Component?
- Does this change impact existing behaviors? If so, how?
- If this change introduces a new behavior, is this behavior accessible?

## Examples

_If possible, show examples of the change. You may create one yourself, or link to external sites that have the idea. It can also be beneficial to prototype the idea in isolation outside of Clarity with a Plunkr or Stackblitz example._

## API

_Describe the intended API for the feature you want to add. This would include:_

- CSS classes and DOM structure for pure static UI contribution
- If Angular: any inputs/outputs, components, directives, services, or anything that is exported publicly for Angular contributions.
- If Web Component: any properties, events, slots, or attributes.
- Examples of code snippets using this new feature.
- Note very clearly if anything **might** be a breaking change.

_In the case of bug fixes or internal changes, there will most likely be no API changes._

## Implementation Plan

_Describe how you plan to implement the feature, answering questions among the following or anything else you deem relevant._

- What parts of the code are affected?
- Will you introduce new services, components, or directives?
- Can you describe the basic flow of information between classes?
- Does this introduce asynchronous behaviors?
- Will you need to refactor existing Clarity code?
- Will reasonable performance require optimizations?
- Will it need to access native elements (and be incompatible with server-side rendering)?

## Conclusion

_Describe how long you expect it to take to implement, what help you might need, and any other details that might be helpful. Don't worry, this is non-contractual. 😛_

Once it's ready, post it either on the original GitHub issue for bug fixes or in a new issue otherwise. If you are planning on implementing an already designed component, please mention the issue containing the existing specification in your proposal. If the original issue hasn't been updated in a while, please ping @coryrylan, @gnomeontherun, or @mathisscott. We will start the discussion as soon as possible.

We will discuss the proposal with you publicly on the issue, potentially requesting changes, and hopefully, accept it.

II. Implementation on a topic branch

Prerequisites

First, make sure you:

  • Read our Developer Certificate of Origin. All contributions to this repository must be signed as described on that page. Your signature certifies that you wrote the patch or have the right to pass it on as an open-source patch.
  • Read our coding guidelines.

Getting started

When we post on the issue to approve your proposal, the person on the team who'll be your primary contact will post a link to a topic branch against which you will submit your pull requests. The topic branch will be branched from the latest next and named topic/{feature-name}. To merge any pull request into this branch, it will need 2 approvals from team members.

Start by forking the main Clarity repository, and follow the instructions in the previous link to clone your fork and set the upstream remote to the main Clarity repository. Because of the DCO, set your name and e-mail in the Git configuration for signing. Finally, create a local topic branch from the upstream topic/{feature-name} mentioned above.

For instance, this setup part could look like this:

## Clone your forked repository
git clone git@github.com:<github username>/clarity.git

## Navigate to the directory
cd clarity

## Set name and e-mail configuration
git config user.name "John Doe"
git config user.email johndoe@example.com

## Setup the upstream remote
git remote add upstream https://github.com/vmware-clarity/core.git

## Check out the upstream a topic branch for your changes
git fetch
git checkout -b topic/feature-name upstream/topic/feature-name

Starting the project

Once you have the project checked out with a fork you will need to run some step steps.

  1. Have NodeJS installed and npm
  2. In the root project directory run, npm install
  3. Run npm run build to build entire project (this may take several minutes)
  4. Startup the project
    • If Angular change run npm run start
    • If Web Component change run npm run core:start
    • If Website Documentation change run npm run website:start
  5. To run tests and other project-specific commands see our project Build Guide

Public API Changes

If you are making a change that changes the public API of a Component make sure to discuss this within a proposal issue with a Clarity team member. A proposal allows us to plan out potential breaking changes if necessary and review the API changes.

Commits

If your contribution is large, split it into smaller commits that are logically self-contained. You can then submit them as separate pull requests that we will review one by one and merge progressively into the topic branch.

As a rule of thumb, try to keep each pull request under a couple of hundred lines of code, unit tests included. We realize this isn't always easy, and sometimes not possible at all, so feel free to ask how to split your contribution in the GitHub issue.

In general, it's a good idea to start coding the services first and test them in isolation, then move to the components.

For your commit message, please use the following format:

<type>(optional scope): <description>
 < BLANK LINE >

[optional body]
[optional Github closing reference]

 < BLANK LINE >
Signed-off-by: Your Name <your.email@example.com>

type - could be one of feat, fix, chore, docs, refactor, test, style.

Set scope of the commit if possible:

  a11y      accordion    alert      badge         build         button        card         checkbox
  datagrid  date-picker  dropdown   form          grid          header        icons        i18n
  input     label        list       login         modal         password      progress-bar radio
  select    sidenav      signpost   spinner       stack-view    stepper       table        tabs
  textarea  timeline     toggle     tooltip       tree-view     vertical-nav  wizard

For example, a commit message could look like this:

fix(date-picker): adds aria-labels for buttons

- adds proper labels for all datepicker buttons
- adds live region for calendar view that updates month/year values for screen readers
- adds live region to year view that updates the decade range for screen readers
- updates templates for ClrCommonStringsService

Close: #4242

Signed-off-by: Your Name <your.email@example.com>

These documents provide guidance creating a well-crafted commit message:

Submitting pull requests

As you implement your contribution, make sure all work stays on your local topic branch. When an isolated part of the feature is complete with unit tests, make sure to submit your pull request against the topic branch on the main Clarity repository instead of next. This will allow us to accept and merge partial changes that shouldn't make it into a production release of Clarity yet. We expect every pull request to come with exhaustive unit tests for the submitted code.

Do not, at any point, rebase your local topic branch on newer versions of next while your work is still in progress! This will create issues both for you, the reviewers, and maybe even other developers who might submit additional commits to your topic branch if you requested some help.

To make sure your pull request will pass our automated testing, before submitting you should:

  • Make sure npm run build passes for on your machine.
  • For individual lint failures, you will have to fix them manually.

The CI runs three parallel Jobs for performance.

  1. Build and test libraries
  2. Build website and storybook
  3. Build angular dev app

To ensure your PR will pass the CI you can run npm run build which will run all three CI checks locally on your machine. This may take several minutes.

If everything passes, you can push your changes to your fork of Clarity, and submit a pull request.

  • Assign yourself to the Pull-Request
  • Assign proper labels for example if you are making documentation update only use documentation, website
  • Assign connected Issue that this PR will resolve

Taking reviews into account

During the review process of your pull request(s), some changes might be requested by Clarity team members. If that happens, add extra commits to your pull request to address these changes. Make sure these new commits are also signed and follow our commit message format.

Please keep an eye on your Pull-Request and try to address the comments, if any, as soon as possible.

Shipping it

Once your contribution is fully implemented, reviewed, and ready, we will rebase the topic branch on the newest next and squash down to fewer commits if needed (keeping you as the author, obviously).

$ git rebase -i next

# Rebase commits and resolve conflict, if any.

$ git push origin branch -f

Chances are, we will be more familiar with potential conflicts that might happen, but we can work with you if you want to solve some conflicts yourself. Once rebased, we will merge the topic branch into next, which involves a quick internal pull request you don't have to worry about, and we will finally delete the topic branch.

At that point, your contribution will be available in the next official release of Clarity.

Backport to an older version

In some cases, you will have to backport the changes into the older version. Everything is the same here, only the target branch will be the older version that is affected. If you are an external contributor, we will handle the backport for you.