This document defines rules and recommendations for Opencast development. In particular, it defines how patches can be contributed, how they are merged and how releases are done.
If this document does not answer all of your questions, here is how you can get further help:
- Ask on the Opencast Development List
- Chat with developers on IRC (#opencast on Freenode)
- Join our weekly technical meeting (see lists or IRC)
Opencast sources can be found on GitHub and some of its ancillary projects on BitBucket. The easiest way to contribute code to the project is by creating a pull request against the project's official repository. More details about the structure of this repository are explained later in this guide.
Jira and GitHub
Opencast uses Jira for tracking issues. Each pull request should be accompanied by a ticket in Jira. The issue identifier should also be used in the title of the pull request and the commits. E.g.:
MH-12345, Fixing Something Somewhere. Creating a Jira ticket is usually the first step when fixing something.
All open pull requests are listed on the Opencast Pull Request Filter. It mighttake a couple of minutes for a new pull request to show up.
Bugfix vs Feature
Opencast distinguishes between bug fix and feature pull requests.
Features are only allowed to be merged into
develop, which will let them automatically become part of the next major/minor release, given that the release branch for the next release has not been cut yet. If possible, please name branches containing features according to the pattern
f/MH-XXXXX-short-description, where MH-XXXXX is the relevant Jira ticket.
Bug fixes can be merged both into
developand into release branches. If possible, please name branches containing bug fixes according to the pattern
t/MH-XXXXX-short-description, where MH-XXXXX is the relevant Jira ticket.
Before a patch is merged, it needs to be reviewed by a committer. The reviewer makes sure that the patch merges without conflicts, that it works as expected and that it does not break anything else.
If the reviewer discovers any kind of issue, he should comment on the pull request in GitHub, so that the author can fix the problem.
For more details about the review and merge process, have a look at Reviewing, Merging and Declining Pull Requests.
Pull Request Guidelines
When reviewing a pull request, it is always easier if the reviewer knows what the ticket is about, and has a rough idea of what work has been done. To this end, there are a few expectations for all pull requests:
- For each pull request a JIRA ticket should be created
- The JIRA ticket and JIRA ticket title should be the pull request title
- The pull request description should contain a summary of the work done, along with reasoning for any major change
- The JIRA ticket should contain the same information
- For feature pull requests, accompanying documentation should be included
- It is encouraged, but not required that the pull request have a clean commit history
- In the case of major user interface changes, it is good practice to include screenshots of the affect sections of the interface
- If you add or modify any external libraries ensure that those additions and modifications are also applied to the NOTICES file
- Any actions that would be required for a version upgrade (e.g: from 3.x to 4.x) must be documented in docs/guides/admin/docs/upgrade.md
- The commands
mvn clean install,
mvn javadoc:javadoc javadoc:aggregate, and
mvn siteshould all succeed
- The licenses of any external libraries used in the pull request comply with the licensing rules both in terms of the license itself as well as its listing in NOTICES
While a committer may accept a patch even if it does not meet these expectations, it is encouraged that anyone filing a pull request ensures that they meet these expectations.
Git Repository Branching Model
While the Opencast repository and branching model is inspired by GitFlow, there have been some distinct changes to how release branches are used and releases are tagged. The purpose of this is mainly to support multiple, simultaneous versions and maintenance releases.
developbranch represents the latest state of development. Features may be merged into this branch and into this branch only. Release branches are branched off from
develop. It is basically the preparation for the next big release at all times.
- The release branches are named
r/1.6.x). They are the latest state of development for a specific release. Only bug fixes and no features may be added to these branches. All beta versions, release candidates and final releases are made from these branches. The branch lives on as long as there may be additional maintenance releases for a given version.
- Git tags are created to indicate official releases. These may be:
x.y.z-betaXmarks a beta release. This is usually a version which may still have bugs but is good enough for testing, so that further issues or bugs can be identified before an actual release.
x.y.z-rcXmarks a release candidate. This is a version that seems to be ready to be released as a final version. It will become the final version if testing does not reveal any severe issues.
x.y.zmarks a final release.
To get a closer look at the branching model, let us consider a simple example with a single release:
develop ---*----*----*------*------- ... -----------*--> \ / / / r/1.6.x *-----*------*-------------*---------*----- ... ---*--> \ \ \ \ 1.6.0-beta1 * 1.6.0-rc1 * 1.6.0 * 1.6.1 *
As described above,
develop is the branch used for preparing the next version. At some point marked in the release
schedule, the release branch is cut from
develop. This action also marks the feature freeze for such Opencast version,
i.e. the moment when no new features will be included in that specific version. This is because all the new features
must be merged only into the
develop branch; therefore, the release branches (such as
r/1.6.x in our example) can
only contain features that were merged before the branch was forked off. Any features merged after the creation of the
release branch can only make it into the next release, but not into this one.
After the release branch is cut, the development on the
develop branch may continue as before. Features can (and
should) be merged without waiting for the next version to be released. Thus, the creation of a release branch also marks
the beginning of the development for the next version.
In contrast to that, only bug fixes may be merged into the release branch. At this point, the code contained in this
branch should be tested, so that bugs can be identified and fixed. The release manager can tag different beta versions
during the QA process (such as
1.6.0-beta1) to mark the code evolution as bug fixes are merged. Once the branch status
seems to be stable enough to be released, a release candidate (RC) is tagged and tested (
1.6.0-rc1). New RCs can be
tagged as long as new issues are found and fixed. When no severe issues are found, the final release is tagged.
During the whole process the release manager will regularly merge back the release branch into
develop or, if
existent, the next active release branch so that bug fixes from the release branch will automatically become part of the
next Opencast versions and finally
develop, without having to create additional pull requests. For example, a pull
request may be merged into
r/3.x will then be merged into
develop or, if it already exists,
from there into
develop. That way patches bubble through all newer versions and finally end up in
The releases themselves are not part of the release branch. Instead, the release manager branches off, makes the necessary changes to the pom files (and possibly the UI) and creates a separately tagged commit.
Finally, after a release is done, more bug fixes may be added to the release branch. The release manager should identify if there are enough commits to be put into a maintenance release.
Even after an Opencast version has been released, more bugs may be found and fixes for them merged into the release
branch. When the release manager considers that the number or importance of such bug fixes is sufficient, he may decide
to create a new maintenance release. The version
1.6.1 above is an example of that.
As indicated above, the release cycle of a new Opencast version starts when a release branch is cut. The new features
develop afterwards will be part of the next version, but not the one just cut.
This is why the position of release manager for the next Opencast version should be assigned at this point. The current release manager should therefore ask for volunteers in the mailing lists. For more details about the rights and responsibilities of a release manager, please have a look at the Release Manager Guide.
The first phase of the release consists of adding new features and defining the release schedule. It is the duty of the release manager to orchestrate this. This does not necessarily mean that release managers merge or review pull requests, but that they talk to developers and ensure the merge process is driven forward.
Releases should happen twice a year, usually within a time span of 9.5 months between the cut of the previous release branch and the final release. The release manager should create a release schedule as soon as possible, identifying when the release branch is cut and when the final release will happen. Additionally, he should coordinate with the QA manager to identify phases for internal and public testing.
Usually, a release schedule will look like this:
|Date||What is happening|
|April 6th||Feature Freeze (release branch is cut)|
|April 6th - 24th||Internal QA and bug fixing phase|
|April 11th - 17th||Review Test Cases (handles by a dedicated team)|
|April 18th - 24th||Documentation Review|
|April 25th - May 15th||Public QA phase|
|May 15th - June 1st||Additional bug fixing phase|
|May 25th - June 1st||Translation week (encourage translators to do their work)|
|June 2nd - June 12th||Final QA phase (checking release readiness)|
|June 15th||Final Release|
The release branch is created from
develop. The release branch is named
r/2.1.x) to indicate that it
is the origin of all releases with the major and minor version of
A.B. The creation of the release branch marks the
feature freeze for a given version, as no more features can be merged into a release branch.
To ensure that all fixes that go into the release branch will become part of
develop (and thus part of the next version
of Opencast) with a minimum amount of work, the release manager will merge the release branch into
develop on a
regular basis. He may request assistance from certain developers in case of merge conflicts. This process continues until
the next release branch is cut.
Git tags are used to mark explicit Opencast versions or releases. Here is how a release should look like in the history:
r/A.B.x ------------(A)----> \ A.B.0-beta1 (B)
To create a version based on a given state of the release branch (commit A), the release manager will branch off from
this commit, make the necessary version changes to all
pom.xml files and to the UI and create a commit and a signed
git tag on this commit. He would then push the commit and the tag (not the branch) to the community repository.
For more details about how to create a release, have a look at the Release Manager Guide.
Beta Versions/Release Candidates
A beta release (
A.B.C-betaX) should be cut before the public QA phase. It indicates a specific version of Opencast for
users to test. It is expected to still have bugs. Beta releases should continue until all bugs with a severity of
Blocker have been fixed.
If the code seems to be ready for a release, a release candidate (
A.B.C-rcX) should be cut for final testing. The
commit from which a release candidate is created is expected to become the final release if no severe bugs are found.
Once a release candidate seems to be stable during the QA phase (no issues left marked as
Blocker), the release manager
will propose this release candidate to become the final release. If the proposal is approved (i.e. no serious bugs are
found before the proposal deadline is met), the final release is then created from the same commit the
release candidate was cut from.
After a final release, additional issues may show up. These issues may be fixed on the ongoing release branch and at some point released as maintenance release.
There is usually no release schedule for maintenance releases. It is up to the release manager to decide when it is worthwhile to create a maintenance release with the fixes for bugs affecting a given release. He would then announce his intention to create such a release, cut a release candidate and, should no severe issues with this candidate show up, cut the maintenance release.
As any piece of software, Opencast may contain bugs. It is the duty of the whole community to identify these bugs, report them and possibly fix them to improve Opencast as product.
Additionally, before releasing a new version of Opencast, the current release manager and quality assurance manager will coordinate test phases dedicated to new releases in order to identify possible problems ahead of time. The whole community will be requested to participate in this testing.
If you identify any bugs, please report them! To do that, register yourself in the Opencast Jira and create a new ticket. Please describe in detail how to reproduce the problem and especially set the Affects Version and "Fix Version", where Fix Version should be the next Opencast release.
If in doubt of any items in the ticket, please assign it for review to either the current release manager or to the quality assurance manager. They will check the issue fields and adjust fix version, severity, etc. if necessary.
If you discover a problem that has severe implications for system security, please do not publish this information on list. Instead, send a report of the problem to email@example.com. The message will be forwarded to the private committers list, where the issue will be discussed. Once a patch for the problem is ready, a security notice will be released along with it.
All Opencast modules should have built-in unit tests to check that they are actually doing what they are supposed to do and that code patches do not break the existing functionality. These tests are automatically run whenever the project is built. If building repeatedly fails due to test failures, then something is most likely wrong. Please report this as a severe bug.
Before each major release, the release and quality assurance managers will ask the whole community to participate in the execution of a set of manual tests. These tests are designed to check that important functionalities of Opencast work as expected even if users are in slightly different environments or choose different methods to achieve a certain goal.
Such a call for participation will usually be raised both on the lists, the technical and the adopters meeting. If it is possible for you to participate, please do so. Identifying possible problems early will immensely benefit the release process.
Some institutions provide public testing infrastructure for Opencast. Use them to try out the most recent development version of Opencast. They are meant for testing. Do not fear to break them. If you manage to do it, please contact the QA manager or send a notice to the list.
Remember that they are usually not running a stable version of Opencast but the latest development release (beta version or release candidate) instead. If you discover any bugs on these systems, please take a minute to report them.