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.. _collection_development_process:
******************************************
The Ansible Collections Development Cycle
******************************************
Ansible developers (including community contributors) add new features, fix bugs, and update code in many different repositories. These repositories contain plugins and modules that enable Ansible to execute specific tasks, like adding a user to a particular database or configuring a particular network device. These repositories contain the source code for collections.
Development on collections occurs at the macro and micro levels. Each collection has its own macro development cycle. For more information on the collections development cycle, see :ref:`contributing_maintained_collections`. The micro-level lifecycle of a PR is similar in collections and in ``ansible-core``.
.. contents::
:local:
Macro development: roadmaps, releases, and projects
=====================================================================
If you want to follow the conversation about what features will be added to the Ansible package for upcoming releases and what bugs are being fixed, you can watch these resources:
* the :ref:`roadmaps`
* the :ref:`Ansible Release Schedule <release_and_maintenance>`
* the `Ansible Community Working Group <https://github.com/ansible/community/wiki/Community>`_ .
Micro development: the lifecycle of a PR
========================================
If you want to contribute a feature or fix a bug in a collection, you must open a **pull request** ("PR" for short). GitHub provides a great overview of `how the pull request process works <https://help.github.com/articles/about-pull-requests/>`_ in general. The ultimate goal of any pull request is to get merged and become part of a collection. Each collection has its own contributor guidelines so please check there for specific details.
Here's an overview of the PR lifecycle:
* Contributor opens a PR
* CI runs the test suite
* Developers, maintainers, community review the PR
* Contributor addresses any feedback from reviewers
* Developers, maintainers, community re-review
* PR merged or closed
Making your PR merge-worthy
===========================
We do not merge every PR. Here are some tips for making your PR useful, attractive, and merge-worthy.
.. _collection_changelogs:
Creating changelog fragments
-----------------------------
Changelogs help users and developers keep up with changes to Ansible collections. Many collections build changelogs for each release from fragments. For collections that use this model, you **must** add a changelog fragment to any PR that changes functionality or fixes a bug.
You do not need a changelog fragment for PRs that:
* add new modules and plugins, because Ansible tooling does that automatically;
* contain only documentation changes.
.. note::
Some collections require a changelog fragment for every pull request. They use the ``trivial:`` section for entries mentioned above that will be skipped when building a release changelog.
More precisely:
* Every bugfix PR must have a changelog fragment. The only exception are fixes to a change that has not yet been included in a release.
* Every feature PR must have a changelog fragment.
* New modules and plugins (except jinja2 filter and test plugins) must have ``versions_added`` set correctly, and do not need a changelog fragment. The tooling detects new modules and plugins by their ``versions_added`` value and announces them in the next release's changelog automatically.
* New jinja2 filter and test plugins, and also new roles and playbooks (for collections) must have a changelog fragment. See :ref:`changelogs_how_to_format_j2_roles_playbooks` or the `antsibull-changelog documentation for such changelog fragments <https://github.com/ansible-community/antsibull-changelog/blob/main/docs/changelogs.rst#adding-new-roles-playbooks-test-and-filter-plugins>`_ for information on what the fragments should look like.
We build short summary changelogs for minor releases as well as for major releases. If you backport a bugfix, include a changelog fragment with the backport PR.
Creating a changelog fragment
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
A basic changelog fragment is a ``.yaml`` or ``.yml`` file placed in the ``changelogs/fragments/`` directory. Each file contains a yaml dict with keys like ``bugfixes`` or ``major_changes`` followed by a list of changelog entries of bugfixes or features. Each changelog entry is rst embedded inside of the yaml file which means that certain constructs would need to be escaped so they can be interpreted by rst and not by yaml (or escaped for both yaml and rst if you prefer). Each PR **must** use a new fragment file rather than adding to an existing one, so we can trace the change back to the PR that introduced it.
PRs which add a new module or plugin do not necessarily need a changelog fragment. See the previous section :ref:`community_changelogs`. Also see the next section :ref:`changelogs_how_to_format` for the precise format changelog fragments should have.
To create a changelog entry, create a new file with a unique name in the ``changelogs/fragments/`` directory of the corresponding repository. The file name should include the PR number and a description of the change. It must end with the file extension ``.yaml`` or ``.yml``. For example: ``40696-user-backup-shadow-file.yaml``
A single changelog fragment may contain multiple sections but most will only contain one section. The toplevel keys (bugfixes, major_changes, and so on) are defined in the `config file <https://github.com/ansible/ansible/blob/devel/changelogs/config.yaml>`_ for our `release note tool <https://github.com/ansible-community/antsibull-changelog/blob/main/docs/changelogs.rst>`_. Here are the valid sections and a description of each:
**breaking_changes**
Changes that break existing playbooks or roles. This includes any change to existing behavior that forces users to update tasks. Displayed in both the changelogs and the :ref:`Porting Guides <porting_guides>`.
**major_changes**
Major changes to Ansible itself. Generally does not include module or plugin changes. Displayed in both the changelogs and the :ref:`Porting Guides <porting_guides>`.
**minor_changes**
Minor changes to Ansible, modules, or plugins. This includes new features, new parameters added to modules, or behavior changes to existing parameters.
**deprecated_features**
Features that have been deprecated and are scheduled for removal in a future release. Displayed in both the changelogs and the :ref:`Porting Guides <porting_guides>`.
**removed_features**
Features that were previously deprecated and are now removed. Displayed in both the changelogs and the :ref:`Porting Guides <porting_guides>`.
**security_fixes**
Fixes that address CVEs or resolve security concerns. Include links to CVE information.
**bugfixes**
Fixes that resolve issues.
**known_issues**
Known issues that are currently not fixed or will not be fixed.
Each changelog entry must contain a link to its issue between parentheses at the end. If there is no corresponding issue, the entry must contain a link to the PR itself.
Most changelog entries are ``bugfixes`` or ``minor_changes``.
Changelog fragment entry format
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
When writing a changelog entry, use the following format:
.. code-block:: yaml
- scope - description starting with a lowercase letter and ending with a period at the very end. Multiple sentences are allowed (https://github.com/reference/to/an/issue or, if there is no issue, reference to a pull request itself).
The scope is usually a module or plugin name or group of modules or plugins, for example, ``lookup plugins``. While module names can (and should) be mentioned directly (``foo_module``), plugin names should always be followed by the type (``foo inventory plugin``).
For changes that are not really scoped (for example, which affect a whole collection), use the following format:
.. code-block:: yaml
- Description starting with an uppercase letter and ending with a dot at the very end. Multiple sentences are allowed (https://github.com/reference/to/an/issue or, if there is no issue, reference to a pull request itself).
Here are some examples:
.. code-block:: yaml
bugfixes:
- apt_repository - fix crash caused by ``cache.update()`` raising an ``IOError``
due to a timeout in ``apt update`` (https://github.com/ansible/ansible/issues/51995).
.. code-block:: yaml
minor_changes:
- lineinfile - add warning when using an empty regexp (https://github.com/ansible/ansible/issues/29443).
.. code-block:: yaml
bugfixes:
- copy - the module was attempting to change the mode of files for
remote_src=True even if mode was not set as a parameter. This failed on
filesystems which do not have permission bits (https://github.com/ansible/ansible/issues/29444).
You can find more example changelog fragments in the `changelog directory <https://github.com/ansible-collections/community.general/tree/main/changelogs/fragments>`_ for the community.general development branch.
After you have written the changelog fragment for your PR, commit the file and include it with the pull request.
Changelog fragment entry format for new jinja2 plugins, roles, and playbooks
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
While new modules and plugins that are not jinja2 filter or test plugins are mentioned automatically in the generated changelog, jinja2 filter and test plugins, roles, and playbooks are not. To make sure they are mentioned, a changelog fragment in a specific format is needed:
.. code-block:: yaml
# A new jinja2 filter plugin:
add plugin.filter:
- # The following needs to be the name of the filter itself, not of the file
# the filter is included in!
name: to_time_unit
# The description should be in the same format as short_description for
# other plugins and modules: it should start with an upper-case letter and
# not have a period at the end.
description: Converts a time expression to a given unit
# A new jinja2 test plugin:
add plugin.test:
- # The following needs to be the name of the test itself, not of the file
# the test is included in!
name: asn1time
# The description should be in the same format as short_description for
# other plugins and modules: it should start with an upper-case letter and
# not have a period at the end.
description: Check whether the given string is an ASN.1 time
# A new role:
add object.role:
- # This should be the short (non-FQCN) name of the role.
name: nginx
# The description should be in the same format as short_description for
# plugins and modules: it should start with an upper-case letter and
# not have a period at the end.
description: A nginx installation role
# A new playbook:
add object.playbook:
- # This should be the short (non-FQCN) name of the playbook.
name: wipe_server
# The description should be in the same format as short_description for
# plugins and modules: it should start with an upper-case letter and
# not have a period at the end.
description: Wipes a server