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doc: add onboarding documentation #3726

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105 changes: 105 additions & 0 deletions doc/onboarding-extras.md
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## Who to CC in issues

* `lib/buffer`: @trevnorris
* `lib/child_process`: @cjihrig, @bnoordhuis, @piscisaereus
* `lib/cluster`: @cjihrig, @bnoordhuis, @piscisaereus
* `lib/{crypto,tls,https}`: @indutny, @shigeki, @nodejs/crypto
* `lib/domains`: @misterdjules
* `lib/{_}http{*}`: @indutny, @bnoordhuis, @nodejs/http
* `lib/net`: @indutny, @bnoordhuis, @piscisaereus, @chrisdickinson, @nodejs/streams
* `lib/{_}stream{s|*}`: @nodejs/streams
* `lib/repl`: @fishrock123
* `lib/timers`: @fishrock123, @misterdjules
* `lib/zlib`: @indutny, @bnoordhuis

* `src/async-wrap.*`: @trevnorris
* `src/node_crypto.*`: @indutny, @shigeki, @nodejs/crypto

* `test/*`: @nodejs/testing, @trott

* `tools/eslint`, `.eslintrc`: @silverwind, @trott

* upgrading v8: @bnoordhuis / @targos / @ofrobots
* upgrading npm: @thealphanerd, @fishrock123


When things need extra attention, are controversial, or `semver-major`: @nodejs/ctc

If you cannot find who to cc for a file, `git shortlog -n -s <file>` may help.


## Labels

### By Subsystem

We generally sort issues by a concept of "subsystem" so that we know what part(s) of the codebase it touches.

**Subsystems generally are**:

* `lib/*.js`
* `doc`, `build`, `tools`, `test`, `deps`, `lib / src` (special), and there may be others.
* `meta` for anything non-code (process) related

There may be more than one subsystem valid for any particular issue / PR.


### General

Please use these when possible / appropriate

* `confirmed-bug` - Bugs you have verified exist
* `discuss` - Things that need larger discussion
* `feature request` - Any issue that requests a new feature (usually not PRs)
* `good first contribution` - Issues suitable for newcomers to process

* `semver-{minor,major}`
* be conservative – that is, if a change has the remote *chance* of breaking something, go for semver-major
* when adding a semver label, add a comment explaining why you're adding it
* minor vs. patch: roughly: "does it add a new method / does it add a new section to the docs"
* major vs. everything else: run last versions tests against this version, if they pass, **probably** minor or patch
* A breaking change helper ([full source](https://gist.github.com/chrisdickinson/ba532fa0e4e243fb7b44)):
```
git checkout $(git show -s --pretty='%T' $(git show-ref -d $(git describe --abbrev=0) | tail -n1 | awk '{print $1}')) -- test; make -j8 test
```


### Other Labels

* Operating system labels
* `os x`, `windows`, `solaris`
* No linux, linux is the implied default
* Architecture labels
* `arm`, `mips`
* No x86{_64}, since that is the implied default
* `lts-agenda`, `lts-watch-v*`
* tag things that should be discussed to go into LTS or should go into a specific LTS branch
* (usually only semver-patch things)
* will come more naturally over time


## Updating Node.js from Upstream

* `git remote add upstream git://github.com/nodejs/node.git`

to update from nodejs/node:
* `git checkout master`
* `git remote update -p` OR `git fetch --all` (I prefer the former)
* `git merge --ff-only upstream/master` (or `REMOTENAME/BRANCH`)


## If `git am` fails

* if `git am` fails – use `git am --abort`
* this usually means the PR needs updated
* prefer to make the originating user update the code, since they have it fresh in mind
* first, reattempt with `git am -3` (3-way merge)`
* if `-3` still fails, and you need to get it merged:
* `git fetch origin pull/N/head:pr-N && git checkout pr-N && git rebase master`


## best practices

* commit often, out to your github fork (origin), open a PR
* when making PRs make sure to spend time on the description:
* every moment you spend writing a good description quarters the amount of time it takes to understand your code.
* usually prefer to only squash at the *end* of your work, depends on the change
199 changes: 199 additions & 0 deletions doc/onboarding.md
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## pre-setup

Ensure everyone is added to https://github.com/orgs/nodejs/teams/collaborators


## onboarding to nodejs

### intros


### **thank you** for doing this

* going to cover four things:
* local setup
* some project goals & values
* issues, labels, and reviewing code
* merging code


### setup:

* notifications setup
* use https://github.com/notifications or set up email
* watching the main repo will flood your inbox, so be prepared


* git:
* make sure you have whitespace=fix: `git config --global --add core.whitespace fix`
* usually PR from your own github fork
* [**See "Updating Node.js from Upstream"**](./onboarding-extras.md#updating-nodejs-from-upstream)
* make new branches for all commits you make!


* `#node-dev` on `chat.freenode.net` is the best place to interact with the CTC / other collaborators


### a little deeper about the project

* collaborators are effectively part owners
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Nit: remove effectively in this and the next line

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Removed in the second line. The first line without it isn't actually true per-se.

* the project has the goals of its contributors


* but, there are some higher-level goals and values
* not everything belongs in core (if it can be done reasonably in userland, let it stay in userland)
* empathy towards users matters (this is in part why we onboard people)
* generally: try to be nice to people


### managing the issue tracker

* you have (mostly) free rein – don't hesitate to close an issue if you are confident that it should be closed
* this will come more naturally over time
* IMPORTANT: be nice about closing issues, let people know why, and that issues and PRs can be reopened if necessary
* Still need to follow the Code of Conduct.


* labels:
* generally sort issues by a concept of "subsystem" so that we know what part(s) of the codebase it touches, though there are also other useful labels.
* [**See "Labels"**](./onboarding-extras.md#labels)
* `ctc-agenda` if a topic is controversial or isn't coming to a conclusion after an extended time.
* `semver-{minor,major}`:
* be conservative – that is, if a change has the remote *chance* of breaking something, go for `semver-major`
* when adding a semver label, add a comment explaining why you're adding it
* it's cached locally in your brain at that moment!


* Notifying humans
* [**See "Who to CC in issues"**](./onboarding-extras.md#who-to-cc-in-issues)
* will also come more naturally over time


* reviewing:
* primary goal is for the codebase to improve
* secondary (but not far off) is for the person submitting code to succeed
* helps grow the community
* and draws new people into the project
* Review a bit at a time. It is **very important** to not overwhelm newer people.
* it is tempting to micro-optimize / make everything about relative perf,
don't succumb to that temptation. we change v8 a lot more often now, contortions
that are zippy today may be unnecessary in the future
* be aware: your opinion carries a lot of weight!
* nits are fine, but try to avoid stalling the PR
* note that they are nits when you comment
* if they really are stalling nits, fix them yourself on merge (but try to let PR authors know they can fix these)
* improvement doesn't have to come all at once
* minimum wait for comments time
* There is a minimum waiting time which we try to respect for non-trivial changes, so that people who may have important input in such a distributed project are able to respond.
* It may help to set time limits and expectations:
* the collaborators are very distributed so it is unlikely that they will be looking at stuff the same time as you are.
* before merging code: give folks at least one working day to respond: "If no one objects, tomorrow at <time> I'll merge this in."
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Maybe note that you should specify the time zone or maybe even note that you should always provide a UTC time?

* please always either specify your timezone, or use UTC time
* set reminders
* check in on the code every once in a while (set reminders!)
* 48 hours for non-trivial changes, and 72 hours on weekends.
* if a PR is abandoned, check if they'd mind if you took it over (especially if it just has nits left)
* you have the power to `LGTM` another collaborator or TSC / CTC members' work


* what belongs in node:
* opinions vary, but I find the following helpful:
* if node itself needs it (due to historic reasons), then it belongs in node
* that is to say, url is there because of http, freelist is there because of http, et al
* also, things that cannot be done outside of core, or only with significant pain (example: async-wrap)


* CI testing:
* lives here: https://ci.nodejs.org/
* not automatically run - some of the platforms we test do not have full sandboxing support so we need to ensure what we run on it isn't potentially malicious
* make sure to log in – we use github authentication so it should be seamless
* go to "node-test-pull-request" and "Build with parameters"
* fill in the pull request number without the `#`, and check the verification that you have reviewed the code for potential malice
* The other options shouldn't need to be adjusted in most cases.
* link to the CI run in the PR by commenting "CI: <ci run link>"


### process for getting code in:

* the collaborator guide is a great resource: https://github.com/nodejs/node/blob/master/COLLABORATOR_GUIDE.md#technical-howto


* no one (including TSC or CTC members) pushes directly to master without review
* an exception is made for release commits only


* one "LGTM" is usually sufficient, except for semver-major changes
* the more the better
* semver-major (breaking) changes must be reviewed in some form by the CTC


* be sure to wait before merging non-trivial changes
* 48 hours for non-trivial changes, and 72 hours on weekends.


* **make sure to run the PR through CI before merging!** (Except for documentation PRs)


* once code is ready to go in:
* [**See "Landing PRs"**](#landing-prs) below


* what if something goes wrong?
* ping a CTC member
* `#node-dev` on freenode
* force-pushing to fix things after is allowed for ~10 minutes, be sure to notify people in IRC if you need to do this, but avoid it
* Info on PRs that don't like to apply found under [**"If `git am` fails"**](./onboarding-extras.md#if-git-am-fails).


### Landing PRs

* Please never use GitHub's green "Merge Pull Request" button.
* If you do, please force-push removing the merge.

Update your `master` branch (or whichever branch you are landing on, almost always `master`)

* [**See "Updating Node.js from Upstream"**](./onboarding-extras.md#updating-nodejs-from-upstream)

Landing a PR

* if it all looks good, `curl -L 'url-of-pr.patch' | git am`
* `git rebase -i upstream/master`
* squash into logical commits if necessary
* `./configure && make -j8 test` (`-j8` builds node in parallel with 8 threads. adjust to the number of cores (or processor-level threads) your processor has (or slightly more) for best results.)
* Amend the commit description
* commits should follow `subsystem[,subsystem]: small description\n\nbig description\n\n<metadata>`
* first line 50 columns, all others 72
* add metadata:
* `Fixes: <full-issue-url>`
* `Reviewed-By: human <email>`
* Easiest to use `git log` then do a search
* (`/Name` + `enter` (+ `n` as much as you need to) in vim)
* `PR-URL: <full-pr-url>`
* `git push upstream master`
* close the original PR with "Landed in `<commit hash>`".


### exercise: make PRs adding yourselves to the README.

* Example: https://github.com/nodejs/node/commit/7b09aade8468e1c930f36b9c81e6ac2ed5bc8732
* to see full URL: `git log 7b09aade8468e1c930f36b9c81e6ac2ed5bc8732 -1`
* Collaborators in alphabetical order by username
* Label your pull request with the `doc` subsystem label
* If you would like to run CI on your PR, feel free to
* Make sure to added the `PR-URL: <full-pr-url>`!


### final notes:

* don't worry about making mistakes: everybody makes them, there's a lot to internalize and that takes time (and we recognize that!)
* very few (no?) mistakes are unrecoverable
* the existing node committers trust you and are grateful for your help!
* other repos:
* https://github.com/nodejs/dev-policy
* https://github.com/nodejs/NG
* https://github.com/nodejs/api
* https://github.com/nodejs/build
* https://github.com/nodejs/docs
* https://github.com/nodejs/nodejs.org
* https://github.com/nodejs/readable-stream
* https://github.com/nodejs/LTS