********************* Hacking on cloud-init ********************* This document describes how to contribute changes to cloud-init. It assumes you have a `GitHub`_ account, and refers to your GitHub user as ``GH_USER`` throughout. Submitting your first pull request ================================== Follow these steps to submit your first pull request to cloud-init: * To contribute to cloud-init, you must sign the Canonical `contributor license agreement`_ * If you have already signed it as an individual, your Launchpad user will be listed in the `contributor-agreement-canonical`_ group. (Unfortunately there is no easy way to check if an organization or company you are doing work for has signed.) * When signing it: * ensure that you fill in the GitHub username field. * when prompted for 'Project contact' or 'Canonical Project Manager', enter 'Rick Harding'. * If your company has signed the CLA for you, please contact us to help in verifying which Launchpad/GitHub accounts are associated with the company. * For any questions or help with the process, please email `Rick Harding `_ with the subject, "Cloud-Init CLA" * You also may contact user ``rick_h`` in the ``#cloud-init`` channel on the Libera IRC network. * Configure git with your email and name for commit messages. Your name will appear in commit messages and will also be used in changelogs or release notes. Give yourself credit!:: git config user.name "Your Name" git config user.email "Your Email" * Sign into your `GitHub`_ account * Fork the upstream `repository`_ on Github and clicking on the ``Fork`` button * Create a new remote pointing to your personal GitHub repository. .. code:: sh git clone git://github.com/canonical/cloud-init cd cloud-init git remote add GH_USER git@github.com:GH_USER/cloud-init.git git push GH_USER master * Read through the cloud-init `Code Review Process`_, so you understand how your changes will end up in cloud-init's codebase. * Submit your first cloud-init pull request, adding yourself to the in-repository list that we use to track CLA signatures: `tools/.github-cla-signers`_ * See `PR #344`_ and `PR #345`_ for examples of what this pull request should look like. * Note that ``.github-cla-signers`` is sorted alphabetically. * (If you already have a change that you want to submit, you can also include the change to ``tools/.github-cla-signers`` in that pull request, there is no need for two separate PRs.) .. _GitHub: https://github.com .. _Launchpad: https://launchpad.net .. _repository: https://github.com/canonical/cloud-init .. _contributor license agreement: https://ubuntu.com/legal/contributors .. _contributor-agreement-canonical: https://launchpad.net/%7Econtributor-agreement-canonical/+members .. _tools/.github-cla-signers: https://github.com/canonical/cloud-init/blob/master/tools/.github-cla-signers .. _PR #344: https://github.com/canonical/cloud-init/pull/344 .. _PR #345: https://github.com/canonical/cloud-init/pull/345 Transferring CLA Signatures from Launchpad to Github ---------------------------------------------------- For existing contributors who have signed the agreement in Launchpad before the Github username field was included, we need to verify the link between your `Launchpad`_ account and your `GitHub`_ account. To enable us to do this, we ask that you create a branch with both your Launchpad and GitHub usernames against both the Launchpad and GitHub cloud-init repositories. We've added a tool (``tools/migrate-lp-user-to-github``) to the cloud-init repository to handle this migration as automatically as possible. The cloud-init team will review the two merge proposals and verify that the CLA has been signed for the Launchpad user and record the associated GitHub account. .. note:: If you are a first time contributor, you will not need to touch Launchpad to contribute to cloud-init: all new CLA signatures are handled as part of the GitHub pull request process described above. Do these things for each feature or bug ======================================= * Create a new topic branch for your work:: git checkout -b my-topic-branch * Make and commit your changes (note, you can make multiple commits, fixes, more commits.):: git commit * Run unit tests and lint/formatting checks with `tox`_:: tox * Push your changes to your personal GitHub repository:: git push -u GH_USER my-topic-branch * Use your browser to create a merge request: - Open the branch on GitHub - You can see a web view of your repository and navigate to the branch at: ``https://github.com/GH_USER/cloud-init/tree/my-topic-branch`` - Click 'Pull Request` - Fill out the pull request title, summarizing the change and a longer message indicating important details about the changes included, like :: Activate the frobnicator. The frobnicator was previously inactive and now runs by default. This may save the world some day. Then, list the bugs you fixed as footers with syntax as shown here. The commit message should be one summary line of less than 74 characters followed by a blank line, and then one or more paragraphs describing the change and why it was needed. This is the message that will be used on the commit when it is sqaushed and merged into trunk. LP: #1 Note that the project continues to use LP: #NNNNN format for closing launchpad bugs rather than GitHub Issues. - Click 'Create Pull Request` Then, someone in the `Ubuntu Server`_ team will review your changes and follow up in the pull request. Look at the `Code Review Process`_ doc to understand the following steps. Feel free to ping and/or join ``#cloud-init`` on Libera irc if you have any questions. .. _tox: https://tox.readthedocs.io/en/latest/ .. _Ubuntu Server: https://github.com/orgs/canonical/teams/ubuntu-server .. _Code Review Process: https://cloudinit.readthedocs.io/en/latest/topics/code_review.html Design ====== This section captures design decisions that are helpful to know when hacking on cloud-init. Cloud Config Modules -------------------- * Any new modules should use underscores in any new config options and not hyphens (e.g. `new_option` and *not* `new-option`). Tests ----- Submissions to cloud-init must include testing. See :ref:`testing` for details on these requirements. Type Annotations ---------------- The cloud-init codebase uses Python's annotation support for storing type annotations in the style specified by `PEP-484`_. Their use in the codebase is encouraged but with one important caveat: types from the ``typing`` module cannot be used. cloud-init still supports Python 3.4, which doesn't have the ``typing`` module in the stdlib. This means that the use of any types from the ``typing`` module in the codebase would require installation of an additional Python module on platforms using Python 3.4. As such platforms are generally in maintenance mode, the introduction of a new dependency may act as a break in compatibility in practical terms. Similarly, only function annotations are appropriate for use, as the variable annotations specified in `PEP-526`_ were introduced in Python 3.6. .. _PEP-484: https://www.python.org/dev/peps/pep-0484/ .. _PEP-526: https://www.python.org/dev/peps/pep-0526/ Feature Flags ------------- .. automodule:: cloudinit.features :members: Ongoing Refactors ================= This captures ongoing refactoring projects in the codebase. This is intended as documentation for developers involved in the refactoring, but also for other developers who may interact with the code being refactored in the meantime. ``cloudinit.net`` -> ``cloudinit.distros.networking`` Hierarchy --------------------------------------------------------------- ``cloudinit.net`` was imported from the curtin codebase as a chunk, and then modified enough that it integrated with the rest of the cloud-init codebase. Over the ~4 years since, the fact that it is not fully integrated into the ``Distro`` hierarchy has caused several issues. The common pattern of these problems is that the commands used for networking are different across distributions and operating systems. This has lead to ``cloudinit.net`` developing its own "distro determination" logic: `get_interfaces_by_mac`_ is probably the clearest example of this. Currently, these differences are primarily split along Linux/BSD lines. However, it would be short-sighted to only refactor in a way that captures this difference: we can anticipate that differences will develop between Linux-based distros in future, or there may already be differences in tooling that we currently work around in less obvious ways. The high-level plan is to introduce a hierarchy of networking classes in ``cloudinit.distros.networking``, which each ``Distro`` subclass will reference. These will capture the differences between networking on our various distros, while still allowing easy reuse of code between distros that share functionality (e.g. most of the Linux networking behaviour). ``Distro`` objects will instantiate the networking classes at ``self.networking``, so callers will call ``distro.networking.`` instead of ``cloudinit.net.``; this will necessitate access to an instantiated ``Distro`` object. An implementation note: there may be external consumers of the ``cloudinit.net`` module. We don't consider this a public API, so we will be removing it as part of this refactor. However, we will ensure that the new API is complete from its introduction, so that any such consumers can move over to it wholesale. (Note, however, that this new API is still not considered public or stable, and may not replicate the existing API exactly.) In more detail: * The root of this hierarchy will be the ``cloudinit.distros.networking.Networking`` class. This class will have a corresponding method for every ``cloudinit.net`` function that we identify to be involved in refactoring. Initially, these methods' implementations will simply call the corresponding ``cloudinit.net`` function. (This gives us the complete API from day one, for existing consumers.) * As the biggest differentiator in behaviour, the next layer of the hierarchy will be two subclasses: ``LinuxNetworking`` and ``BSDNetworking``. These will be introduced in the initial PR. * When a difference in behaviour for a particular distro is identified, a new ``Networking`` subclass will be created. This new class should generally subclass either ``LinuxNetworking`` or ``BSDNetworking``. * To be clear: ``Networking`` subclasses will only be created when needed, we will not create a full hierarchy of per-``Distro`` subclasses up-front. * Each ``Distro`` class will have a class variable (``cls.networking_cls``) which points at the appropriate networking class (initially this will be either ``LinuxNetworking`` or ``BSDNetworking``). * When ``Distro`` classes are instantiated, they will instantiate ``cls.networking_cls`` and store the instance at ``self.networking``. (This will be implemented in ``cloudinit.distros.Distro.__init__``.) * A helper function will be added which will determine the appropriate ``Distro`` subclass for the current system, instantiate it and return its ``networking`` attribute. (This is the entry point for existing consumers to migrate to.) * Callers of refactored functions will change from calling ``cloudinit.net.`` to ``distro.networking.``, where ``distro`` is an instance of the appropriate ``Distro`` class for this system. (This will require making such an instance available to callers, which will constitute a large part of the work in this project.) After the initial structure is in place, the work in this refactor will consist of replacing the ``cloudinit.net.some_func`` call in each ``cloudinit.distros.networking.Networking`` method with the actual implementation. This can be done incrementally, one function at a time: * pick an unmigrated ``cloudinit.distros.networking.Networking`` method * find it in the `the list of bugs tagged net-refactor`_ and assign yourself to it (see :ref:`Managing Work/Tracking Progress` below for more details) * refactor all of its callers to call the ``distro.networking.`` method on ``Distro`` instead of the ``cloudinit.net.`` function. (This is likely to be the most time-consuming step, as it may require plumbing ``Distro`` objects through to places that previously have not consumed them.) * refactor its implementation from ``cloudinit.net`` into the ``Networking`` hierarchy (e.g. if it has an if/else on BSD, this is the time to put the implementations in their respective subclasses) * if part of the method contains distro-independent logic, then you may need to create new methods to capture this distro-specific logic; we don't want to replicate common logic in different ``Networking`` subclasses * if after the refactor, the method on the root ``Networking`` class no longer has any implementation, it should be converted to an `abstractmethod`_ * ensure that the new implementation has unit tests (either by moving existing tests, or by writing new ones) * ensure that the new implementation has a docstring * add any appropriate type annotations * note that we must follow the constraints described in the "Type Annotations" section above, so you may not be able to write complete annotations * we have `type aliases`_ defined in ``cloudinit.distros.networking`` which should be used when applicable * finally, remove it (and any other now-unused functions) from cloudinit.net (to avoid having two parallel implementations) ``cloudinit.net`` Functions/Classes ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ The functions/classes that need refactoring break down into some broad categories: * helpers for accessing ``/sys`` (that should not be on the top-level ``Networking`` class as they are Linux-specific): * ``get_sys_class_path`` * ``sys_dev_path`` * ``read_sys_net`` * ``read_sys_net_safe`` * ``read_sys_net_int`` * those that directly access ``/sys`` (via helpers) and should (IMO) be included in the API of the ``Networking`` class: * ``generate_fallback_config`` * the ``config_driver`` parameter is used and passed as a boolean, so we can change the default value to ``False`` (instead of ``None``) * ``get_ib_interface_hwaddr`` * ``get_interface_mac`` * ``interface_has_own_mac`` * ``is_bond`` * ``is_bridge`` * ``is_physical`` * ``is_renamed`` * ``is_up`` * ``is_vlan`` * ``wait_for_physdevs`` * those that directly access ``/sys`` (via helpers) but may be Linux-specific concepts or names: * ``get_master`` * ``device_devid`` * ``device_driver`` * those that directly use ``ip``: * ``_get_current_rename_info`` * this has non-distro-specific logic so should potentially be refactored to use helpers on ``self`` instead of ``ip`` directly (rather than being wholesale reimplemented in each of ``BSDNetworking`` or ``LinuxNetworking``) * we can also remove the ``check_downable`` argument, it's never specified so is always ``True`` * ``_rename_interfaces`` * this has several internal helper functions which use ``ip`` directly, and it calls ``_get_current_rename_info``. That said, there appears to be a lot of non-distro-specific logic that could live in a function on ``Networking``, so this will require some careful refactoring to avoid duplicating that logic in each of ``BSDNetworking`` and ``LinuxNetworking``. * only the ``renames`` and ``current_info`` parameters are ever passed in (and ``current_info`` only by tests), so we can remove the others from the definition * ``EphemeralIPv4Network`` * this is another case where it mixes distro-specific and non-specific functionality. Specifically, ``__init__``, ``__enter__`` and ``__exit__`` are non-specific, and the remaining methods are distro-specific. * when refactoring this, the need to track ``cleanup_cmds`` likely means that the distro-specific behaviour cannot be captured only in the ``Networking`` class. See `this comment in PR #363`_ for more thoughts. * those that implicitly use ``/sys`` via their call dependencies: * ``master_is_bridge_or_bond`` * appends to ``get_master`` return value, which is a ``/sys`` path * ``extract_physdevs`` * calls ``device_driver`` and ``device_devid`` in both ``_version_*`` impls * ``apply_network_config_names`` * calls ``extract_physdevs`` * there is already a ``Distro.apply_network_config_names`` which in the default implementation calls this function; this and its BSD subclass implementations should be refactored at the same time * the ``strict_present`` and ``strict_busy`` parameters are never passed, nor are they used in the function definition, so they can be removed * ``get_interfaces`` * calls ``device_driver``, ``device_devid`` amongst others * ``get_ib_hwaddrs_by_interface`` * calls ``get_interfaces`` * those that may fall into the above categories, but whose use is only related to netfailover (which relies on a Linux-specific network driver, so is unlikely to be relevant elsewhere without a substantial refactor; these probably only need implementing in ``LinuxNetworking``): * ``get_dev_features`` * ``has_netfail_standby_feature`` * calls ``get_dev_features`` * ``is_netfailover`` * ``is_netfail_master`` * this is called from ``generate_fallback_config`` * ``is_netfail_primary`` * ``is_netfail_standby`` * N.B. all of these take an optional ``driver`` argument which is used to pass around a value to avoid having to look it up by calling ``device_driver`` every time. This is something of a leaky abstraction, and is better served by caching on ``device_driver`` or storing the cached value on ``self``, so we can drop the parameter from the new API. * those that use ``/sys`` (via helpers) and have non-exhaustive BSD logic: * ``get_devicelist`` * those that already have separate Linux/BSD implementations: * ``find_fallback_nic`` * ``get_interfaces_by_mac`` * those that have no OS-specific functionality (so do not need to be refactored): * ``ParserError`` * ``RendererNotFoundError`` * ``has_url_connectivity`` * ``is_ip_address`` * ``is_ipv4_address`` * ``natural_sort_key`` Note that the functions in ``cloudinit.net`` use inconsistent parameter names for "string that contains a device name"; we can standardise on ``devname`` (the most common one) in the refactor. Managing Work/Tracking Progress ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ To ensure that we won't have multiple people working on the same part of the refactor at the same time, there is a bug for each function. You can see the current status by looking at `the list of bugs tagged net-refactor`_. When you're working on refactoring a particular method, ensure that you have assigned yourself to the corresponding bug, to avoid duplicate work. Generally, when considering what to pick up to refactor, it is best to start with functions in ``cloudinit.net`` which are not called by anything else in ``cloudinit.net``. This allows you to focus only on refactoring that function and its callsites, rather than having to update the other ``cloudinit.net`` function also. References ~~~~~~~~~~ * `Mina Galić's email the the cloud-init ML in 2018`_ (plus its thread) * `Mina Galić's email to the cloud-init ML in 2019`_ (plus its thread) * `PR #363`_, the discussion which prompted finally starting this refactor (and where a lot of the above details were hashed out) .. _get_interfaces_by_mac: https://github.com/canonical/cloud-init/blob/961239749106daead88da483e7319e9268c67cde/cloudinit/net/__init__.py#L810-L818 .. _Mina Galić's email the the cloud-init ML in 2018: https://lists.launchpad.net/cloud-init/msg00185.html .. _Mina Galić's email to the cloud-init ML in 2019: https://lists.launchpad.net/cloud-init/msg00237.html .. _PR #363: https://github.com/canonical/cloud-init/pull/363 .. _this comment in PR #363: https://github.com/canonical/cloud-init/pull/363#issuecomment-628829489 .. _abstractmethod: https://docs.python.org/3/library/abc.html#abc.abstractmethod .. _type aliases: https://docs.python.org/3/library/typing.html#type-aliases .. _the list of bugs tagged net-refactor: https://bugs.launchpad.net/cloud-init/+bugs?field.tag=net-refactor