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CONTRIBUTING.md

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Contributing and Maintaining

First, thank you for taking the time to contribute!

The following is a set of guidelines for contributors as well as information and instructions around our maintenance process. The two are closely tied together in terms of how we all work together and set expectations, so while you may not need to know everything in here to submit an issue or pull request, it's best to keep them in the same document.

Ways to contribute

Contributing isn't just writing code - it's anything that improves the project. All contributions for Simple Page Ordering are managed right here on GitHub. Here are some ways you can help:

Reporting bugs

If you're running into an issue with the plugin, please take a look through existing issues and open a new one if needed. If you're able, include steps to reproduce, environment information, and screenshots/screencasts as relevant.

Suggesting enhancements

New features and enhancements are also managed via issues. As project owners, 10up sets the direction and roadmap and may not prioritize or decide to implement if outside of the main goals of the plugin. Simple Page Ordering is considered a feature-complete plugin and thus there are no plans for significant enhancements or features at this time.

Pull requests

Pull requests represent a proposed solution to a specified problem. They should always reference an issue that describes the problem and contains discussion about the problem itself. Discussion on pull requests should be limited to the pull request itself, i.e. code review.

For more on how 10up writes and manages code, check out our 10up Engineering Best Practices.

Testing

Helping to test an open source project and provide feedback on success or failure of those tests is also a helpful contribution. You can find details on the Critical Flows and Test Cases in this project's GitHub Wiki as well as details on our overall approach to Critical Flows and Test Cases in our Open Source Best Practices. Submitting the results of testing via our Critical Flows as a comment on a Pull Request of a specific feature or as an Issue when testing the entire project is the best approach for providing testing results.

Maintenance process

Triage

Issues and WordPress.org forum posts should be reviewed weekly and triaged as necessary. Not all tasks have to be done at once or by the same person. Triage tasks include:

  • Responding to new WordPress.org forum posts and GitHub issues/PRs with an acknolwedgment and following up on existing open/unresolved items that have had movement in the previous week.
  • Marking forum posts as resolved when corresponding issues are fixed or as not a support issue if not relevant.
  • Creating GitHub issues for WordPress.org forum posts as necessary or linking to them from existing related issues.
  • Applying labels and milestones to GitHub issues.

Issue labels

All issues should be labeled as bugs (type:bug), enhancements/feature requests (type:enhancement), or questions/support (type:question). Each issue should only be of one "type". Issues with associated pull requests should be labeled has:pr.

Bugs and enhancements that are closed without a related change should be labeled as declined, duplicate, or invalid. Invalid issues would be where a problem is not reproducible or opened in the wrong repo and should be relatively uncommon. These labels are all prefixed with closed:.

There are two other labels that are GitHub defaults with more global meaning we've kept: good first issue and help wanted.

Project boards

A simple triage board has been set up and is used to track what needs to be done next for each issue and PR.

Review against WordPress updates

During weekly triage, the tested up to version should be compared against the latest version of WordPress. If there's a newer version of WordPress, the plugin should be re-tested using any automated tests as well as any manual tests indicated below, and the tested up to version bumped and committed to both GitHub and the WordPress.org repository.

Release cycle

New releases are targeted based on number and severity of changes along with human availability. When a release is targeted, a due date will be assigned to the appropriate milestone.

Roadmap

Simple Page Ordering is considered a feature-complete plugin, with a handful of potential enhancements captured as issues. Of note are the ability to cancel a dragging operation and explorations of how to further mitigate time-out issues when reordering many pages. These do not currently have a targeted release date.

Testing

Head to the Pages list table and drag and drop pages to change the order. Refresh to ensure that changes have "stuck". A limited amount of hierarchical functionality is available - if you drop an item before a child page it will assume that child page's level of hierarchy. If you drag it out of the tree, it will become a top-level item.

Release instructions

  1. Branch: Starting from develop, cut a release branch named release/X.Y.Z for your changes.
  2. Version bump: Bump the version number in package.json, package-lock.json, readme.txt, and simple-page-ordering.php if it does not already reflect the version being released. In class-simple-page-ordering.php update the plugin SIMPLE_PAGE_ORDERING_VERSION constant.
  3. Changelog: Add/update the changelog in readme.txt and CHANGELOG.md.
  4. Props: update CREDITS.md file with any new contributors, confirm maintainers are accurate.
  5. New files: Check to be sure any new files/paths that are unnecessary in the production version are included in .distignore.
  6. Readme updates: Make any other readme changes as necessary. README.md is geared toward GitHub and readme.txt contains WordPress.org-specific content. The two are slightly different.
  7. Merge: Make a non-fast-forward merge from your release branch to develop (or merge the pull request), then do the same for develop into trunk, ensuring you pull the most recent changes into develop first (git checkout develop && git pull origin develop && git checkout trunk && git merge --no-ff develop). trunk contains the stable development version.
  8. Push: Push your trunk branch to GitHub (e.g. git push origin trunk).
  9. Compare trunk to develop to ensure no additional changes were missed.
  10. Test the pre-release ZIP locally by downloading it from the Build release zip action artifact and installing it locally. Ensure this zip has all the files we expect, that it installs and activates correctly and that all basic functionality is working.
  11. Either perform a regression testing utilizing the available Critical Flows and Test Cases or if end-to-end tests cover a significant portion of those Critical Flows then run e2e tests. Only proceed if everything tests successfully.
  12. Release: Create a new release, naming the tag and the release with the new version number, and targeting the trunk branch. Paste the changelog from CHANGELOG.md into the body of the release and include a link to the closed issues on the X.Y.Z milestone. The release should now appear under releases and in the WordPress admin as an update as well.
  13. SVN: Wait for the GitHub Action to finish deploying to the WordPress.org repository. If all goes well, users with SVN commit access for that plugin will receive an emailed diff of changes.
  14. Check WordPress.org: Ensure that the changes are live on https://wordpress.org/plugins/simple-page-ordering/. This may take a few minutes.
  15. Close milestone: Edit the X.Y.Z milestone with release date (in the Due date (optional) field) and link to GitHub release (in the Description field), then close the milestone.
  16. Punt incomplete items: If any open issues or PRs which were milestoned for X.Y.Z do not make it into the release, update their milestone to X.Y.Z+1, X.Y+1.0, X+1.0.0 or Future Release.