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Development Guide

M3 is a large, active codebase. This guide is for all potential code contributors, designed to make it easier to get started with contributing to M3.

Setup Development Environment

Fork https://github.com/m3db/m3 to your own user or org account on GitHub.

Clone the fork:

mkdir -p $GOPATH/src/github.com/m3db
cd $GOPATH/src/github.com/m3db
git clone [email protected]:<fork_user_or_org>/m3.git

Note: You must push all commits/branches/etc to the fork, not to the upstream repository.

Verify that git clone set the repository's upstream:

$ git remote -v
origin  [email protected]:<fork_user_or_org>/m3.git (fetch)
origin  [email protected]:<fork_user_or_org>/m3.git (push)

Install dependencies:

cd m3
make install-vendor-m3

You can build each M3 component using make and the relevant task

  • A single combined database and coordinator node ideal for local development: make m3dbnode
  • An M3 Coordinator node: make m3coordinator
  • An M3 Aggregator node: make m3aggregator
  • An M3 Query node: make m3query

Running the M3 Stack Locally

Follow the instructions in this README.

Updating Mocks and Generated Files

If changes require updates to mocks or other generated files, make sure to update those files. There are make targets to help with generation:

  • Mocks: make mock-gen
  • Protobuf: make proto-gen (Requires Docker)
  • Thrift: make thrift-gen (Requires Docker)

Don't forget to account for changes to generated files in tests.

You can build mocks/protos etc. for a single component with:

make mock-gen-<component>

e.g. 
make mock-gen-aggregator

Adding new mocks

mockgen statements are centralized in a single generate.go file per component. The convention is:

src/<component>/generated/mocks/generate.go

e.g. for the aggregator src/aggregator/generated/mocks/generate.go

Adding new proto definitions

Proto definitions should be placed in:

src/<component>/generated/proto`

Scoping Pull Requests

Inspired by Phabricator's article about Recommendations on Revision Control, and particularly because pull requests tend to be squash-merged, try to keep PRs focused on one idea (or the minimal number of ideas for the change to be viable).

The advantages of smaller PRs are:

  • Quicker to write + quicker to review = faster iteration
  • Easier to spot errors
  • Less cognitive overhead (and net time invested) for reviewers due to reduced scope
  • Avoids scope creep
  • Clearly establishes that all parts of the PR are related

Because of this, contributors are encouraged to keep PRs as small as possible. Given that this does introduce some developer overhead (e.g. needing to manage more PRs), how small is unspecified; reviewers can request breaking PRs down further as necessary, and contributors should work with reviewers to find the right balance.

Testing Changes

M3 has an extensive test suite to ensure that we're able to validate changes. You can find more notes about the testing strategies employed in TESTING.

While the CI suite runs all tests before allowing the merging of pull requests , developers should test their changes during development and before pushing updates.

To test code, use go test from the root directory:

go test -v ./src/...

The time required to run the entire suite has increased significantly. We recommend only running tests for both (1) any packages with changes and (2) any packages that import the changed packages. An example of this is:

changed=$(git diff --name-only HEAD^ HEAD | xargs -I {} dirname {} | sort | uniq)
for pkg in $changed; do
  affected=$(grep -r "$pkg" ./src | cut -d: -f1 | grep -v mock | xargs -I{} dirname {} | sort | uniq)
  go test -v -race "./$pkg" $affected
done

Contributors are free to do whatever due diligence that they feel helps them to be most productive. Our only request is that contributors don't use CI jobs as a first-pass filter to determine whether a change is sane or not.

Once tests are passing locally, push to a new remote branch to create a pull request, or push to an existing branch to update a pull request. If the CI suite reports any errors, attempt to reproduce failures locally and fix them before continuing.

For larger or more intensive tests (e.g. "big" unit tests, integration tests), you may need additional build tags to scope the tests down to a smaller subset, for example:

# example integration test
$ go test ./integration -tags integration -run TestIndexBlockRotation -v

# example big unit test
$ go test -tags big ./services/m3dbnode/main -run TestIndexEnabledServer -v

Code Review

Please follow the following guidelines when submitting or reviewing pull requests:

  • Merging is blocked on approval by 1 or more users with write access. We recommend 2+ for large, complex, or nuanced changes.
  • Pull requests should contain clear descriptions and context per the pull request template.
  • The Technical Steering Committee (TSC) must approve breaking changes
    under the current versioning guarantees (see COMPATIBILITY).
  • You should follow the STYLEGUIDE to the extent reasonable within the scope of the pull request.
  • You should validate changed codepaths should by unit tests that cover at least one nominal case and one error case.
  • Pull requests are only merged with a green build. Don't merge with build failures, even if they're known and unrelated.
  • Flaky or otherwise unreliable CI failures count as hard failures. Commit fixes or skips for flaky tests or other failures first.

Your pull request is most likely to be accepted if it:

Updating the CHANGELOG

After a pull request is merged, summarize significant changes in the CHANGELOG. Since the you don't know the PR number ahead of time, do this as a subsequent commit after the merged PR (though you can prepare the CHANGELOG PR in tandem with the referenced PR).

The format of the CHANGELOG entry should be:

- TYPE **COMPONENT**: Description (#PR_NUMBER)

Omit the TYPE should if it's a feature. If the change isn't a feature, TYPE should be either FIX or PERF. Add new types of changes to this document before used if you can't categorize them by the existing types.

Add new CHANGELOG entries to the current "unreleased" section at the top of the CHANGELOG as long as they're within the scope of that potential version. If no unreleased section exists, add one using the appropriate proposed semver. If an unreleased section exists but the new change requires a different semver change (e.g. the unreleased version is a patch version bump, but the new change requires a minor version bump), update the version on the existing section. See COMPATIBILITY for more information on versioning.

An example CHANGELOG addition:

# 0.4.5 (unreleased)

- FIX **DB**: Index data race in FST Segment reads (#938)

Cutting a Release

  1. Check you have a GitHub API access token with the repo scope
  2. Checkout the commit you want to release (all releases must be on master)
  3. Create a tag with the version you want to release
    • E.g. git tag -a v0.7.0 -m "v0.7.0"
    • Read COMPATIBILITY for semver information.
  4. Push the tag
    • E.g. git push origin v0.7.0
  5. Run make GITHUB_TOKEN=<GITHUB_API_ACCESS_TOKEN> release
  6. Update CHANGELOG.md and commit it to master
  7. Copy and paste the text from CHANGELOG.md into the release notes on GitHub.