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xeps/docs/PROCESSING.md
Jonas Schäfer 6c314ca34c Update docs
2020-10-23 17:21:03 +02:00

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Processing a PR

General notes on making changes

This section has some hints on the python scripts which help you doing the more tedious tasks of sending emails and properly archiving XEPs.

Before you start working on merging a Pull Request

  • Ideally, you have the xep-attic repository cloned next to the xeps repository.

  • Before starting to prepare a merge and push, ensure that you have the XEP metadata up-to-date locally:

      $ make build/xeplist.xml
    
  • Make a copy of the metadata:

      $ cp build/xeplist.xml tools/old-xeplist.xml
    

    (avoid putting random XML files in the xeps root directory, the build tooling might mistake them as XEPs; so we put it somewhere else.)

While youre working on a Pull Request

  • Use the local docker build to ensure that everything is syntactically correct. The process is described above in "Using Docker".

After merging the Pull Request

When you have merged the Pull Request and the change went through to the webserver (see also the Docker Build to track the build progress):

  • Send out the emails. First ensure that the new metadata is up-to-date:

      $ make build/xeplist.xml
    

    Check that the emails which will be sent are correct (the --dry-run switch prevents the tool from actually sending emails):

      $ ./tools/send-updates.py --dry-run tools/old-xeplist.xml build/xeplist.xml standards@xmpp.org
    

    (See also the --help output for more information.)

    Once youve verified that the correct emails will be sent, actually send them using (note the missing --dry-run flag):

      $ ./tools/send-updates.py tools/old-xeplist.xml build/xeplist.xml standards@xmpp.org
    

    A few tips:

    1. You can also test-send them to your own address by replacing standards@xmpp.org with your own address.
    2. To avoid having to enter your email account details every time, use a configuration file. Invoke the tool with --help for more information and ask jonas/@horazont if things are still unclear.

    If the tool misbehaves, pester jonas/@horazont about it.

  • Dont forget to archive the new versions of the XEPs. If you have the xep-attic cloned next to the xeps repository, you can simply run:

      $ ./tools/archive.py tools/old-xeplist.xml build/xeplist.xml
    

    Otherwise, you will have to explicitly give the path to the attic:

      $ ./tools/archive.py --attic /path/to/xep-attic/content/ tools/old-xeplist.xml build/xeplist.xml
    

    (note that the path must point to the content subdirectory of the xep-attic.)

    Dont forget to commit & push the changes to xep-attic.

New ProtoXEPs

  • Make sure the protoxep is in the inbox/ tree and has a name that does not start with "xep-" (you may change this or ask the author to change it).
  • Make sure the version is 0.0.1 and the status is ProtoXEP (you may fix this or ask the author to fix it).
  • You may want to build the protoxep locally and ensure the HTML and PDF look okay.
  • Merge the PR as described in "Merging a PR". Once the email has been sent, continue here.
  • Create a card for the protoxep on the Council Trello under "Proposed Agendums".
  • Attach the PR to the card and link the generated HTML.
  • Comment on the PR with a link to the card, thanking the author for their submission and letting them know that their XEP will be voted on within the next two weeks.
  • If the council forgets and doesn't vote on the protoxep, pester them until they do.
  • If the council rejects the XEP, you're done (leave the XEP in the inbox and inform the author of the councils decision). Otherwise, see "Promoting a ProtoXEP".

Promoting a ProtoXEP to Experimental

  • It is easiest to start a new branch, in case you screw something up on the way.
  • Once the council approves a ProtoXEP, copy it out of the inbox and into the root, assigning it the next available number in the XEP series.
  • Modify the <number/> element in the XML file to match.
  • Set the version to 0.1 and the initials to XEP Editor: xyz (replacing "xyz" with your own initials).
  • Remove the <interim/> element from the XML file if it is included.
  • Set the status to Experimental.
  • Add a reference to the XEP in xep.ent.
  • Make a commit.
  • Treat your branch as you would treat a Ready to Merge PR in "Merging a PR". (you dont need to create another branch though.)

Promoting XEPs beyond Experimental

Ensure that the following sections exist (if not, ask the author to add them before promoting the XEP):

  • Security Considerations
  • IANA Considerations
  • XMPP Registrar Considerations
  • XML Schema (for protocol specifications)

You can also refer to xep-template.xml for a recommended list of sections and whether or not they are required. For a helpful graph of how XEP promotion works, see XEP-0001.

Deferring XEPs

Before Deferring XEPs, read the "General notes on making changes" section.

XEPs get deferred after 12 months of inactivity. There is a tool which handles that process automatically, if it is invoked regularly.

First of all, you need an up-to-date xeplist.xml:

make build/xeplist.xml

To get a list of XEPs which need to be deferred (without changing anything), run:

./tools/deferrals.py -v

To apply the deferrals, make a new feature branch and execute:

./tools/deferrals.py -m 'initials'

where you replace initials with your editor initials so that it is obvious who made the change (those initials will be used in the revision block).

This will modify the XEPs in-place. It uses heuristics for incrementing the version number, finding and inserting the revision block as well as changing the status. Yes, it involves regular expressions (because we dont want to fully re-write the XML to keep the diffs minimal). It is thus vital that you use git diff to ensure that the changes are sane. If the changes are sane, make a commit and merge to master as described in "Merging a PR", in accordance with the "General notes on making changes".

Merging a PR

Before Merging a PR, read the "General notes on making changes" section.

When you get to the point that the PR is Ready to Merge, do the following:

  1. Create a new branch off master called feature/xep-1234 (if the PR touches multiple XEPs, I call it feature/xep-0678,xep-0789).

  2. Merge all Ready to Merge PRs which affect the XEP(s) into that branch.

  3. Resolve conflicts.

  4. If the PRs introduced multiple revision blocks, squash it down to a single revision block. Set "XEP Editor (initials)" as author of the revision block and add the initials of the original PR authors to the changelog entries. (If that doesnt make sense to you, youll find plenty examples in the XEPs.)

  5. Ensure that everything builds by performing a full docker build (see above).

    (Once the docker build reaches the point where the XEPs are built, you can switch branches and work on another PR.)

  6. If the build passes, check that the generated files look sane by running the docker container.

  7. Merge the PR into master. If you are working on independent changes to multiple XEPs, you can merge them all in one go.

  8. If you merged multiple things into master, re-do the docker build check.

  9. Push.

  10. Go back to "General notes on making changes".