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Contributing to OCS

Branches

Following release v0.10.1, ocs now has a single main branch, which replaces the old master and develop branch model, described below. main functions like develop used to, and is the new default branch. Feature branches should be based off of the latest main, and pull requests should be made into main.

Users that want a "stable" installation of ocs should install from PyPI and/or use tagged Docker images corresponding to the targeted release, i.e. v0.10.1. Installing from source (i.e. from the main branch) comes with the usual caveats of potential instability.

Old Branching Model

Note: This branching model is no longer used, but the description is left here while we transition to the new one.

There are two long-lived branches in OCS, master and develop. master should be considered stable, and will only move forward on official releases. develop may be unstable, and is where all development should take place.

What this means for you, the contributor, is that you should base your feature branches off of the latest develop branch, and pull request them into develop. Detailed steps below.

Pull Requests

If you are an SO collaborator you may have push access, in which case you can push your feature branch, then open a pull request, selecting the main branch as the base branch.

If you are not an SO collaborator, or otherwise do not have push access, we still welcome your pull request! You will have to fork the repository and submit a PR from there. See the GitHub documentation for details on how to do so.

Releases

Note: Releases will be issued by core maintainers of OCS.

If you are trying to issue a release of OCS you should follow these steps:

  1. Test the release properly builds and publishes with a pre-release. You can do so by pushing a tag matching v0.*.*a*, v0.*.*b*, or v0.*.*rc*.
  2. If no new commits are made following a pre-release, remove the pre-release tag. Multiple tags may prevent the official release from publishing properly.
  3. Use the GitHub releases interface to draft a new release, creating a new tag targeting the main branch.
  4. Write the release notes. Make use of the "Generate release notes" feature. It is helpful to organize these into sections as done in past releases. Be sure to highlight any breaking changes and include instructions for any actions users must take when updating.

Development Guide

Contributors should follow the recommendations made in the SO Developer Guide.

pre-commit

As a way to enforce development guide recommendations we have configured pre-commit. While not required, it is highly recommended you use this tool when contributing to ocs. It will save both you and the reviewers time when submitting pull requests.

You should set this up before making and committing your changes. To do so make sure the pre-commit package is installed:

$ pip install pre-commit

Then run:

$ pre-commit install

This will install the configured git hooks and any dependencies. Now, whenever you commit the hooks will run. If there are issues you will see them in the output. This may automatically make changes to your staged files. These changes will be unstaged and need to be reviewed (typically with a git diff), restaged, and recommitted. For example, if you have trailing whitespace on a line, pre-commit will prevent the commit and remove the whitespace. You will then stage the new changes with another git add <file> and then re-run the commit. Here is the expected git output for this example:

$ vim demo.py
$ git status
On branch koopman/test-pre-commit
Changes not staged for commit:
  (use "git add <file>..." to update what will be committed)
  (use "git restore <file>..." to discard changes in working directory)
    modified:   demo.py

no changes added to commit (use "git add" and/or "git commit -a")
$ git add demo.py
$ git commit
Check python ast.........................................................Passed
Fix End of Files.........................................................Passed
Trim Trailing Whitespace.................................................Failed
- hook id: trailing-whitespace
- exit code: 1
- files were modified by this hook

Fixing demo/demo.py

$ git status
On branch koopman/test-pre-commit
Changes to be committed:
  (use "git restore --staged <file>..." to unstage)
    modified:   demo.py

Changes not staged for commit:
  (use "git add <file>..." to update what will be committed)
  (use "git restore <file>..." to discard changes in working directory)
    modified:   demo.py
$ git add -u
$ git commit