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Update the workflow sections #1158

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148 changes: 104 additions & 44 deletions docs/reference/contributing/guidelines/workflow.md
Original file line number Diff line number Diff line change
Expand Up @@ -61,90 +61,143 @@ If commits do not follow the above guidelines, we may request that you modify th

[How We Release Arm Mbed OS](../introduction/how-we-release-arm-mbed-os.html) explains Mbed OS versioning.

## Pull request types
## Pull request template
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The blog post says the template now "includes a note about reporting and questions and enhancements to the Forum," but I don't see that here.

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Ah I think the blog post might have been a little confusing. When someone raises an issue that is not a bug then the git2jira bot closes the issue with a comment stating that questions or enhancements should be raised in the forums. It has nothing to do with PRs

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In the issue template:
(which is not affected by this PR)
************************************** WARNING **************************************

The ciarcom bot parses this header automatically. Any deviation from the
template may cause the bot to automatically correct this header or may result in a
warning message, requesting updates.

Please ensure all sections of the template below are filled in and no changes
are made to the template format. Only bugs should be raised here as issues.
Questions or enhancements should instead be raised on our forums:
https://forums.mbed.com/ .


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Thanks for clarifying 👍
Should we mention somewhere (not in the PR section) that nonbug issues will be closed?

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You can submit Mbed OS bugs on the forums or directly on GitHub.

I'll send separate PR to change this in this workflow file

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Here #1161


We consider the following pull request types.
The following template is automatically provided on the raising of a pull request against mbed-os.
The details required will depend on the type of pull request being raised. See below for a more detailed
explanation of the requirements.

### Fix
### Description (*required*)

A bug fix is a change that fixes a specific defect in the codebase with backward compatibility. These are the highest priority because of the positive effect the change will have on users developing against the same code. A bug fix should be limited to restoring the documented or proven otherwise, originally intended behavior. Every bug fix should contain a test to verify results before and after the pull request. Bug fixes are candidates for patch releases. Large, nontrivial bug fixes approaching the size of refactors run the risk of being considered refactors themselves.
##### Summary of change (*What the change is for and why*)

Release: patch

### Refactor
##### Documentation (*Details of any document updates required*)

A refactor is a contribution that modifies the codebase without fixing a bug or changing the existing behavior. Examples of this are moving functions or variables between translation units, renaming source files or folders, scope modification for nonpublic code, documentation structure changes and test organization changes. There is always the risk that someone depended on the location or name before a refactor; therefore, these are lower in priority than bug fixes and might require detailed justification for the change. Refactors are candidates for feature releases.

Release: feature
----------------------------------------------------------------------------------------------------------------
### Pull request type (*required*)

### Target update
[] Patch update (Bug fix / Target update / Docs update / Test update / Refactor)
[] Feature update (New feature / Functionality change / New API)
[] Major update (Breaking change E.g. Return code change / API behaviour change)

Updating target implementation (adding a new target or updating already supported target) is a change for a patch release.
----------------------------------------------------------------------------------------------------------------
### Test results (*required*)

A test report for the new target must be part of the pull request. The new target must pass all Mbed OS functional and system validation tests (using `mbed test` command) for the current Mbed OS major release, including all Mbed OS supported toolchains.
[] No Tests required for this change (E.g docs only update)
[] Covered by existing mbed-os tests (Greentea or Unittest)
[] Tests / results supplied as part of this PR


----------------------------------------------------------------------------------------------------------------
### Reviewers (*optional*)

Release: patch

### Functionality change
----------------------------------------------------------------------------------------------------------------
### Release Notes (*required for feature/major PRs*)

A functionality change can be any change in the functionality, including adding a new feature, a new method or a function. Software language does not matter.

A feature contribution contains a new API, capability or behavior. It does not break backward compatibility with existing APIs, capabilities or behaviors. New feature contributions are very welcome in Mbed OS. However, because they add capability to the codebase, a new feature may introduce bugs and a support burden. New features should also come with documentation, support for most targets and comprehensive test coverage. Feature PRs are treated cautiously, and new features require a new minor version for the codebase. Features are candidates for feature releases.
##### Summary of changes

Every pull request changing or adding functionality must contain a "Release notes" section describing the changes to users.
##### Impact of changes

It must contain:
##### Migration actions required

- A brief description of changes introduced, including justification.
- An analysis of effects: components affected and potential consequences for users.
- Migration guidance: actions for updating the current code. Please include code snippets to illustrate before and after the addition or change.

<span class="notes">**Note:** We may use this content in our official release notes.</span>
### Description field

For more details, please see the [pull request template addition for functional changes](#pull-request-template-functional-changes).
There are two parts to the description, both of which are required.
The first is a summary of the pull request. This should clearly state the reason for the PR and what
the changes entail. The second part requires the author to state what, if any, documentation changes
also need to be made to accompany the changes.

We initially implement new features on separate branches in the Mbed OS repository. Mbed OS maintainers create the new branches by following the naming convention: "feature-" prefix.
### Pull request type

Each feature has a tech lead. This person is responsible for:
There are three pull request types and these correspond to the 3 main categories specified in semantic versionning, Patch, Feature (Minor) and Major.

- Rebasing often to track master development.
- Reviewing any addition to the feature branch (approval required by the feature tech lead or another assigned person).
#### Patch update

Release: feature
This can contain any of the following changes:

### Documentation update
##### Bug Fix

Documentation updates include changes to markdown files or Doxygen documentation (comment-only changes).
A bug fix is a change that fixes a specific defect in the codebase with backward compatibility. These are the highest priority because of the positive effect the change will have on users developing against the same code. A bug fix should be limited to restoring the documented or proven otherwise, originally intended behavior. Every bug fix should contain a test to verify results before and after the pull request. Bug fixes are candidates for patch releases. Large, nontrivial bug fixes approaching the size of refactors run the risk of being considered refactors themselves.

##### Refactor

Release: patch
A refactor is a contribution that modifies the codebase without fixing a bug or changing the existing behavior. Examples of this are moving functions or variables between translation units, renaming source files or folders, scope modification for nonpublic code, documentation structure changes and test organization changes. There is always the risk that someone depended on the location or name before a refactor; therefore, these are lower in priority than bug fixes and might require detailed justification for the change. Refactors are candidates for feature releases.
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Refactors are candidates for feature releases.

this one should be updated to reflect PR type above - patch release

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Ah just need to remove that last sentence completely as it is already under the Patch section


##### Target update

Updating target implementation (adding a new target or updating already supported target) is a change for a patch release.

A test report for the new target must be part of the pull request. The new target must pass all Mbed OS functional and system validation tests (using `mbed test` command) for the current Mbed OS major release, including all Mbed OS supported toolchains.

##### Documentation update

Documentation updates include changes to markdown files or Doxygen documentation (comment-only changes).

### Test update
##### Test update

Test updates include updates to a new test unit or test case.

Release: patch
#### Feature update

### Breaking change
This can be any change in the functionality, including adding a new feature, a new method or a function. Software language does not matter.

A breaking change is any change that results in breaking user space. It should have strong justification for us to consider it. Often, such changes can be backward compatible, for example, deprecating the old functionality and introducing the new replacement.
A feature contribution contains a new API, capability or behavior. It does not break backward compatibility with existing APIs, capabilities or behaviors. New feature contributions are very welcome in Mbed OS. However, because they add capability to the codebase, a new feature may introduce bugs and a support burden. New features should also come with documentation, support for most targets and comprehensive test coverage. Feature PRs are treated cautiously, and new features require a new minor version for the codebase. Features are candidates for feature releases.
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should this contain also this: "The Mbed OS technical lead must approve feature change pull requests.", this is currently what we do

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Yes we can add that.


A contribution containing a breaking change is the most difficult PR to get merged. Any breaking changes in a codebase can have a large negative impact on any users of the codebase. Breaking changes are always limited to a major version release.
We initially implement new features on separate branches in the Mbed OS repository. Mbed OS maintainers or
tech leads may create the new branches by following the naming convention: "feature-" prefix.

Every pull request with breaking change must contain a release notes section called "Release notes" to describe the changes to users.
Each feature has a Mbed OS technical lead. This person is responsible for:

It must contain:
- Rebasing often to track master development.
- Reviewing any addition to the feature branch.
- Approving all feature change pull requests.

- A brief description of changes introduced, including justification description.
- An analysis of effects: components affected, potential consequences for users.
- Migration guidance: actions for updating the current code. Please include code snippets to illustrate before and after the addition or change.
#### Major update

<span class="notes">**Note:** We may use this content in our official release notes.</span>
This is for breaking changes and should be rare. A breaking change is any change that results in breaking user space. It should have strong justification for us to consider it. Often, such changes can be backward compatible, for example, deprecating the old functionality and introducing the new replacement.

Please see the [Pull request template](../contributing/workflow.html#pull-request-template-breaking-changes).
A contribution containing a breaking change is the most difficult PR to get merged. Any breaking changes in a codebase can have a large negative impact on any users of the codebase. Breaking changes are always limited to a major version release.

A project technical lead and the Mbed OS technical lead must approve breaking change pull requests.

Release: major

### Test results

This section is to indicate what test results if any are required for the PR.
The three options are :
* No Tests required for this change (E.g docs only update)
* Changes will be tested by existing mbed-os tests (Greentea or Unittest)
* Tests / results will supplied as part of this PR. For this option the test results and/or tests
should be posted in this section below the tick boxes.

### Reviewers

Reviewers are automatically added by a bot based on the files that are actually changed, however this section
gives the author the option to specify additional, specific reviewers. Required reviewers should be tagged here. E.g. @adbridge, @0xc0170


### Release Notes

Every pull request changing or adding functionality must fill in the "Release notes" section. Consequently
this applies to feature and major PRs. For both these types the 'Summary of changes' section must be
completed. This should provide a brief description of changes introduced, including justification.

For major PRs is is also compulsory to complete the 'Impact of changes' and 'Migration actions required'.

The impact of changes must contain an analysis of effects: components affected and potential consequences for users.

The migration actions required should describe how to migrate from a previous version of the code being
changed to the new version. Please include code snippets to illustrate before and after the addition or
change.

The release notes section is automatically pulled into the overall release notes for a feature or major
release and this should be considered when writing the entries.


## GitHub pull requests workflow

Expand Down Expand Up @@ -196,7 +249,14 @@ When we merge a pull request that we will publish in a patch release, we tag it

The release tag has the following format:

*release-version: 5.f.p* - Where `f` is the feature release and `p` the patch release.
*release-version: m.f.p* Where:

* `m` is the major release
* `f` is the feature release
* `p` is the patch release.

From time to time there may be additional suffixes added which could represent a release candidate or
alpha/beta release etc

## Additional labels

Expand Down