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Chef Project Development

This page describes the workflow used for working on the Chef and related projects (Ohai, mixlibs, etc) source code. To learn more about Git itself:

To learn about working with git and cookbooks:

Initial setup of development repository

  1. Setup a github account
  2. Fork the repositories
  3. Clone the repositories locally
  4. Enter the chef directory and add an opscode remote
    You'll be able to see if this is successful with git config:
  5. Adjust your branch to track the opscode master remote branch, by default it'll track your origin remote's master:
    Change it with the following:

Keeping your 'master' up-to-date!

Once all this is done, you'll be able to keep your local master up to date with the simple command:

Alternatively, you can synchronise your master from any branch with the full fetch/rebase syntax:

Using rebase pull will do a rebase instead of a merge, which will keep a linear history with no unecessary merge commits. It'll also rewind, apply and then reapply your commits at the HEAD.

Use this Rakefile to update chef, ohai and cookbooks repos (edit as needed).

Working on topic branches

So you want to do some work? Don't put your commits directly in your master branch! It is important to use a 'topic branch' when working on a large project like Chef. The key to this concept is that each topic branch solves a single and unique problem and should usually be logically organized in the same was as a ticket on the issue tracker. A good example is a branch that adds support for a new init system, or resolves a bug when running under a specific version of CentOS. We prefer that topic branches be named after the bug that they solve so that someone with the same issue can easily find your commits in the 'git log'.

If your topic branch solves multiple bugs, reconsider if your branch is perhaps too broad. What if the person merging the contribution finds an issue with part of the branch but not another? Sometimes when you refactor a large piece of the code-base, you resolve multiple bugs and it is better to put individual issue numbers in the commit messages. One solution doesn't fit all, so use your best judgement.

  1. Create an appropriately named tracking branch!
    Setting a topic branch up to track opscode/master allows you to easily rebase your commits in preperation for merge.
  2. Do work
  3. Commit (see step two if more work remains)
  4. Rebase your commits against opscode/master
    After your work is finished in the local topic branch, you should rebase you commits against the upstream master. This will temporarily remove your local commits, update the branch from upstream, and then reapply your local commits. You can either do this manually with 'fetch' then 'rebase', or use the 'pull --rebase' shortcut.

    If there are any problems doing so, git will let you know and stop. This is important because it ensures that those that will merge your contribution into the upstream master won't have to resolve differences between your changes and the current branch to include your contribution. If you encounter merge conflicts, you should fix the files as directed and then mark as fixed with 'git add', and then continue rebasing with 'git rebase --continue'. At any stage, you can abort the rebase with 'git rebase --abort'.

    Rebase your commits with fetch + rebase
    Rebase your commits with the tracking-branch shortcuts
  5. Push a remote branch

Job's done!

Don't forget to send a pull request and update the ticket. Once your work has been merged by the branch maintainer, it will no longer be necessary to keep the local branch or remote branch, so you can remove them!

  1. Sync your local master up:
    Remove your local branch using -d to ensure that it has been merged by upstream. Branch -d will not delete a branch that is not an ancestor of your current head. From the git man page:
  2. Remove your local branch
  3. Remove your remote branch by using the full syntax to 'push', and omitting a source branch.


Labels
  1. Nov 25, 2010

    I tried removing the master branch from my forked repo (the optional step in the above process), but it always fails on me:

    remote: error: refusing to delete the current branch: refs/heads/master

    What am I doing wrong?

    1. Jan 18, 2012

      I'm also seeing the same error. It does say it's optional though, so not a show stopper (wink)

    2. Feb 06, 2012

      You would normally get this error if you tried to delete your local master branch and you currently were on it. Most likely it is the only branch up there at github. I've removed this optional step because there are too many caveats for an introduction level guide to Git.