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https://github.com/moparisthebest/xeps
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Merge branch 'feature/readme-additions'
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commit
c462a7dc9e
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README.md
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README.md
@ -57,8 +57,8 @@ container. To build the template `make docker`, to run it `make testdocker`
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stopdocker`
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Gardening
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---------
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Gardening (Issue triaging by non-editors)
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-----------------------------------------
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For new PRs, anyone with permission may perform gardening tasks.
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The [Go wiki] sumarizes "gardening" as:
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@ -106,6 +106,226 @@ For all PRs, start by ensuring that the IP release has been signed and that CI
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has run and no issues were detected before merging.
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Triaging a PR
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-------------
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If the PR is not touching a XEP, this guide does not apply. If the PR touches
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multiple XEPs, go through the steps for each XEP and exit at the first which
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applies.
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1. Is the PR a ProtoXEP?
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1. Does the PR touch existing XEPs? Close as [invalid] and ask the Opener
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to split the two things.
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2. Add the [ProtoXEP] and [Ready to Merge] labels.
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3. Stop.
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1. Are the changes *for all XEPs* purely editorial?
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1. Add the [Editorial Change] and [Ready to Merge] labels.
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2. Stop.
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2. Is the XEP **not** in Experimental state?
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(Changes to Non—Experimental XEPs need approval by the approving body as
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defined in the XEP file itself.)
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1. Add the [Needs Council]/[Needs Board] label.
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2. Put the PR in the [Council Tracking] project.
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3. (Optionally, continue here with submitting the PR to Council via Trello
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and move it right to the "On the agenda" column.)
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4. Stop.
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2. Is the XEP in Experimental state and the PR opener is not an author of the
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XEP?
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1. If the issue has not been discussed on the standards list *or* if
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the authors have not been involved in the discussion:
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1. Make sure the standards@ discussion (if it exists) is linked in the
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PR.
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2. Add the [Needs Author] label.
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3. Put the PR in the [Author Tracking] project in the
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"Not explicitly pinged" bin.
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4. Stop.
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3. Mark the PR as [Ready to Merge].
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Council Tracking
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----------------
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The [Council Tracking] project is used to track a PR through the Council
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approval process. The following columns are used:
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* On agenda: The PR has been added to the council trello and is awaiting
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handling by Council.
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* Voting in progress: The PR has been discussed by council, but not everyone
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has voted yet. Aside from exceptional circumstances, a PR can only reside
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for at most two weeks in this column.
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Note that council voting is veto-based and if someone did not vote, consent
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is assumed. So a PR is rejected *iff* at least one person from council
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explicitly voted against it.
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When moving a PR into this column, make a comment on the PR which contains
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the following information:
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- The date at which the voting period started.
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- Link to the respective meeting minutes.
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- The date at which the voting period has ended or will end at latest.
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- Possibly additional notes from the minutes, for example:
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- "There will be additional discussion on standards@" (bonus points if
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you add a link once the thread starts).
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- "Two people will vote on-list after further consideration."
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* Done: The PR went through voting, but has not been merged yet. The
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[Needs Council] label must be removed.
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Add a comment with the result of the votes, possibly including links to
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meeting minutes which contained the votes and on-list votes by the
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respective council members.
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If the PR was not vetoed, the [Ready to merge] label should be added.
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Otherwise, the PR should be closed.
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In any case, the PR can be removed from [Council Tracking] now.
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If a card awaits triaging, add it to the [Council Trello] in the first column
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*under* the "Find Minutes taker". Put the PR in the "On agenda" column (in the
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[Council Tracking], not the [Council Trello]).
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Author Tracking
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---------------
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This is less formal and more a tool for the editors to keep track of at which
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stage of escalation we are when getting in contact with the Authors. The
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columns should be self-explaining.
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Use your gut feeling on how long you wait for an authors reaction, but giving
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them at least a week on each stage seems reasonable.
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When an author replies and a discussion starts, move the PR to "Discussion in
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progress" and remember to check back once in a while if the discussion
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resolved.
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Discussions
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-----------
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Technical discussions SHOULD NOT happen in the xeps repository. If you see a
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discussion evolve into technical (as opposed to editorial) matters, do the
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following (I haven’t tried that myself yet, so feel especially free to improve
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the process):
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1. Lock the conversation.
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2. Copy the technical discussion parts into an email to standards@. My
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preferred format for this would be something along the lines of:
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Subject: XEP-1234: [insert PR subject here, or something more appropriate]
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There was some discussion on the xeps repository an XEP-1234, which got
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technical. I moved this discussion to standards@ so that the whole
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community is aware of the issue and can participate.
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@user1 wrote:
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> quote user1 here ...
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@user2 wrote:
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> quote user2 here ...
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Remove clearly editorial discussion and mark the removal with ``[…]``.
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3. Add the [Needs List Discussion] label to the PR and link the standards@
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thread you just created. Remove other labels (such as [Needs Author]).
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4. Monitor the thread; when the discussion is resolved, the PR opener will
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usually prepare an update. Unlock the conversation to allow editorial
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discussion to continue, if needed. Remove the [Needs List Discussion] label
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and re-triage the PR as described above.
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**Note:** The locking is mostly used here as a tool to avoid a race
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condition, not to exclude people from participating. (It would be
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unfortunate if you had to add more comments to your already-sent email.)
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Feel free to unlock at some point during the list discussion when you’re
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sure that all participants have taken note of the move.
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General notes on making changes
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-------------------------------
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This section has some hints on the python scripts which help you doing the
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more tedious tasks of sending emails and properly archiving XEPs.
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*Before* you start working on merging a Pull Request:
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* Ideally, you have the [xep-attic] repository cloned next to the xeps
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repository.
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* Before starting to prepare a merge and push, ensure that you have the XEP
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metadata up-to-date locally:
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$ make build/xeplist.xml
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* Make a copy of the metadata:
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$ cp build/xeplist.xml tools/old-xeplist.xml
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(avoid putting random XML files in the xeps root directory, the build
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tooling might mistake them as XEPs; so we put it somewhere else.)
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*While* you’re working on a Pull Request:
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* Use the lokal docker build to ensure that everything is syntactically
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correct. The process is described above in "Using Docker".
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When you have *merged* the Pull Request and the change went through to the
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webserver (see also the [Docker Build] to track the build progress):
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* Send out the emails. First ensure that the new metadata is up-to-date:
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$ make build/xeplist.xml
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Check that the emails which will be sent are correct (the ``--dry-run``
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switch prevents the tool from actually sending emails):
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$ ./tools/send-updates.py --dry-run tools/old-xeplist.xml build/xeplist.xml standards@xmpp.org
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(See also the ``--help`` output for more information.)
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Once you’ve verified that the correct emails will be sent, actually send
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them using (note the missing ``--dry-run`` flag):
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$ ./tools/send-updates.py tools/old-xeplist.xml build/xeplist.xml standards@xmpp.org
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A few tips:
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1. You can also test-send them to your own address by replacing
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``standards@xmpp.org`` with your own address.
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2. To avoid having to enter your email account details every time, use a
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configuration file. Invoke the tool with ``--help`` for more
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information and ask [jonasw]/[@horazont] if things are still unclear.
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If the tool misbehaves, pester [jonasw]/[@horazont] about it.
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* Don’t forget to archive the new versions of the XEPs. If you have the
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[xep-attic] cloned next to the xeps repository, you can simply run:
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$ ./tools/archive.py tools/old-xeplist.xml build/xeplist.xml
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Otherwise, you will have to explicitly give the path to the attic:
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$ ./tools/archive.py --attic /path/to/xep-attic/content/ tools/old-xeplist.xml build/xeplist.xml
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(note that the path must point to the ``content`` subdirectory of the
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[xep-attic].)
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Don’t forget to commit & push the changes to [xep-attic].
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New ProtoXEPs
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-------------
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@ -115,28 +335,27 @@ New ProtoXEPs
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this or ask the author to fix it).
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- You may want to build the protoxep locally and ensure the HTML and PDF look
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okay.
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- Merge the PR as described in "Merging a PR". Once the email has been sent,
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continue here.
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- Create a card for the protoxep on the [Council Trello] under "Proposed
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Agendums".
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- Attach the PR to the card, and comment on the PR with a link to the card,
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thanking the author for their submission and letting them know that their XEP
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will be voted on within the next two weeks.
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- Merge the PR and add a link to the generated protoxep (does this happen
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automatically yet?) to the card so that council can read it.
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- Wait for the XEP to appear on xmpp.org and then log into the webserver, change
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directories to `/home/xsf/xmpp-hg/extensions`, perform an `hg pull && hg
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update` (yes, that's right) and run `inxep.py name approvingbody` (eg.
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`./inxep.py pars council`).
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Agendums" and add the PR to the [Council Tracking].
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- Attach the PR to the card and link the generated HTML.
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- Comment on the PR with a link to the card, thanking the author for their
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submission and letting them know that their XEP will be voted on within the
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next two weeks.
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- If the council forgets and doesn't vote on the protoxep, pester them until
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they do.
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- If the council rejects the XEP, you're done (leave the XEP in the inbox and
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inform the author of the councils decision).
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Otherwise, see "Promoting a ProtoXEP".
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inform the author of the councils decision). Otherwise, see
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"Promoting a ProtoXEP".
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Promoting a ProtoXEP
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--------------------
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- Once the council approves a ProtoXEP, move it out of the inbox and into the
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- It is easiest to start a new branch, in case you screw something up on the
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way.
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- Once the council approves a ProtoXEP, *copy* it out of the inbox and into the
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root, assigning it the next available number in the XEP series.
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- Modify the `<number/>` element in the XML file to match.
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- Set the version to `0.1` and the initials to `XEP Editor: xyz` (replacing
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@ -144,10 +363,9 @@ Promoting a ProtoXEP
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- Remove the `<interim/>` element from the XML file if it is included.
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- Set the status to `Experimental`.
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- Add a reference to the XEP in `xep.ent`.
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- Archive the first version of the XEP (TODO: this process is currently
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changing; add a description when the dust has settled).
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- Wait for the XEP to be published then log into the webserver and run
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`announce.py` (TODO: Add an example here).
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- Make a commit.
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- Treat your branch as you would treat a [Ready to Merge] PR in "Merging a PR".
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(you don’t need to create another branch though.)
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Promoting XEPs
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@ -165,13 +383,64 @@ You can also refer to `xep-template.xml` for a recommended list of sections and
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whether or not they are required.
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For a helpful graph of how XEP promotion works, see [XEP-0001].
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Merging a PR
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------------
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Before Merging a PR, read the "General notes on making changes" section.
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When you get to the point that the PR is [Ready to Merge], do the following:
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1. Create a new branch off master called ``feature/xep-1234`` (if the PR
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touches multiple XEPs, I call it ``feature/xep-0678,xep-0789``).
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2. Merge all [Ready to Merge] PRs which affect the XEP(s) into that branch.
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3. Resolve conflicts.
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4. If the PRs introduced multiple revision blocks, squash it down to a single
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revision block. Set "XEP Editor (initials)" as author of the revision block
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and add the initials of the original PR authors to the changelog entries.
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(If that doesn’t make sense to you, you’ll find plenty examples in the
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XEPs.)
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5. Ensure that everything builds by performing a full docker build (see above).
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(Once the docker build reaches the point where the XEPs are built, you can
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switch branches and work on another PR.)
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6. If the build passes, check that the generated files look sane by running the
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docker container.
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7. Merge the PR into master. If you are working on independent changes to
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multiple XEPs, you can merge them all in one go.
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8. If you merged multiple things into master, re-do the docker build check.
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9. Push.
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10. Go back to "General notes on making changes".
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[XEP-0001]: https://xmpp.org/extensions/xep-0001.html
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[XEP-0053]: https://xmpp.org/extensions/xep-0053.html
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[Editor Trello]: https://trello.com/b/gwcOFnCr
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[Council Trello]: https://trello.com/b/ww7zWMlI
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[Needs Council]: https://github.com/xsf/xeps/labels/Needs%20Council
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[Needs Board]: https://github.com/xsf/xeps/labels/Needs%20Board
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[ProtoXEP]: https://github.com/xsf/xeps/labels/ProtoXEP
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[Go wiki]: https://golang.org/wiki/Gardening
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[`is:open is:pr no:assignee`]: https://github.com/xsf/xeps/pulls?utf8=%E2%9C%93&q=is%3Aopen%20is%3Apr%20no%3Aassignee%20
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[Needs Author]: https://github.com/xsf/xeps/labels/Needs%20Author
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[Ready to Merge]: https://github.com/xsf/xeps/labels/Ready%20to%20Merge
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[Council Tracking]: https://github.com/xsf/xeps/projects/1
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[Author Tracking]: https://github.com/xsf/xeps/projects/2
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[Needs List Discussion]: https://github.com/xsf/xeps/labels/Needs%20List%20Discussion
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[Editorial Change]: https://github.com/xsf/xeps/labels/Editorial%20Change
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[xep-attic]: https://github.com/xsf/xep-attic
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[Docker Build]: https://hub.docker.com/r/xmppxsf/xeps/builds/
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[@horazont]: https://github.com/horazont/
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[jonasw]: https://wiki.xmpp.org/web/User:Jwi
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[modeline]: # ( vim: set fenc=utf-8 ff=unix spell spl=en textwidth=80: )
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