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Contributing Guidelines

Some basic conventions for contributing to this project.

General

Please make sure that there aren't existing pull requests attempting to address the issue mentioned. Likewise, please check for issues related to update, as someone else may be working on the issue in a branch or fork.

  • Please open a discussion in a new issue / existing issue to talk about the changes you'd like to bring
  • Develop in a topic branch, not master/develop

When creating a new branch, prefix it with the type of the change (see section Commit Message Format below), the associated opened issue number, a dash and some text describing the issue (using dash as a separator).

For example, if you work on a bugfix for the issue #361, you could name the branch fix361-template-selection.

Issues open to contribution

Want to contribute but don't know where to start? Have a look at the issues labeled with the good first issue label: https://github.com/portainer/portainer/issues?q=is%3Aopen+is%3Aissue+label%3A%22good+first+issue%22

Commit Message Format

Each commit message should include a type, a scope and a subject:

 <type>(<scope>): <subject>

Lines should not exceed 100 characters. This allows the message to be easier to read on GitHub as well as in various git tools and produces a nice, neat commit log ie:

 #271 feat(containers): add exposed ports in the containers view
 #270 fix(templates): fix a display issue in the templates view
 #269 style(dashboard): update dashboard with new layout

Type

Must be one of the following:

  • feat: A new feature
  • fix: A bug fix
  • docs: Documentation only changes
  • style: Changes that do not affect the meaning of the code (white-space, formatting, missing semi-colons, etc)
  • refactor: A code change that neither fixes a bug or adds a feature
  • test: Adding missing tests
  • chore: Changes to the build process or auxiliary tools and libraries such as documentation generation

Scope

The scope could be anything specifying place of the commit change. For example networks, containers, images etc... You can use the area label tag associated on the issue here (for area/containers use containers as a scope...)

Subject

The subject contains succinct description of the change:

  • use the imperative, present tense: "change" not "changed" nor "changes"
  • don't capitalize first letter
  • no dot (.) at the end

Contribution process

Our contribution process is described below. Some of the steps can be visualized inside GitHub via specific status/ labels, such as status/1-functional-review or status/2-technical-review.

Bug report

portainer_bugreport_workflow

Feature request

The feature request process is similar to the bug report process but has an extra functional validation before the technical validation as well as a documentation validation before the testing phase.

portainer_featurerequest_workflow

Build and run Portainer locally

Ensure you have Docker, Node.js, yarn, and Golang installed in the correct versions.

Install dependencies:

$ make deps

Then build and run the project in a Docker container:

$ make dev

Portainer server can now be accessed at https://localhost:9443. and UI dev server runs on http://localhost:8999.

if you want to build the project you can run:

make build

For additional make commands, run make help.

Find more detailed steps at https://docs.portainer.io/contribute/build.

Build customization

You can customize the following settings:

  • PORTAINER_DATA: The host dir or volume name used by portainer (default is /tmp/portainer, which won't persist over reboots).
  • PORTAINER_PROJECT: The root dir of the repository - ${portainerRoot}/dist/ is imported into the container to get the build artifacts and external tools (defaults to your current dir).
  • PORTAINER_FLAGS: a list of flags to be used on the portainer commandline, in the form --admin-password=<pwd hash> --feat fdo=false --feat open-amt (default: "").

Testing your build

The --log-level=DEBUG flag can be passed to the Portainer container in order to provide additional debug output which may be useful when troubleshooting your builds. Please note that this flag was originally intended for internal use and as such the format, functionality and output may change between releases without warning.

Adding api docs

When adding a new resource (or a route handler), we should add a new tag to api/http/handler/handler.go#L136 like this:

// @tag.name <Name of resource>
// @tag.description a short description

When adding a new route to an existing handler use the following as a template (you can use swapi snippet if you're using vscode):

// @id
// @summary
// @description
// @description **Access policy**:
// @tags
// @security ApiKeyAuth
// @security jwt
// @accept json
// @produce json
// @param id path int true "identifier"
// @param body body Object true "details"
// @success 200 {object} portainer. "Success"
// @success 204 "Success"
// @failure 400 "Invalid request"
// @failure 403 "Permission denied"
// @failure 404 " not found"
// @failure 500 "Server error"
// @router /{id} [get]

explanation about each line can be found (here)[https://github.com/swaggo/swag#api-operation]

Licensing

See the LICENSE file for our project's licensing. We will ask you to confirm the licensing of your contribution.

We may ask you to sign a Contributor License Agreement (CLA) for larger changes.