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Welcome Contributors! 👋

We ♥ contributors! By participating in this project, you agree to abide by the Ruby for Good code of conduct.

If you're new here, here are some things you should know:

  • A great introductory overview of the application is available at the wiki.
  • Issues tagged "Help Wanted" are self-contained and great for new contributors
  • Pull Requests are reviewed within a week or so
  • Ensure your build passes linting and tests and addresses the issue requirements
  • This project relies entirely on volunteers, so please be patient with communication

Communication 💬

If you have any questions about an issue, comment on the issue, open a new issue, or ask in the RubyForGood slack. human-essentials has a #human-essentials channel in the Slack. Our channel in slack also contains a zoom link for office hours every day office hours are held.

Many helpful members are available to answer your questions. Just ask, and someone will be there to help you!

You won't be yelled at for giving your best effort. The worst that can happen is that you'll be politely asked to change something. We appreciate any sort of contributions, and don't want a wall of rules to get in the way of that.

Getting Started

Local Environment 🛠️

Install WSL2 first if Using Windows

Follow documentation from Microsoft for enabling and installing Windows Subsystem For Linux 2 on your machine.

Make sure to install Ubuntu as your Linux distribution. (This should be default.)

Note: If you run into any issues with a command not running, restart your machine.

  1. Install Ruby
    • Install the version specified in .ruby-version.
    • Visit the Install Ruby on Rails guide by GoRails for Ubuntu, Windows, and macOSX setup. ⚠️ Follow only the Installing Ruby step, as our project setup differs ⚠️ It is highly recommended you use a ruby version manager such as rbenv, asdf, or rvm.
    • Verify that your Ruby installation works by running ruby -v.
  2. Install Postgres
    • Follow one of these guides: MacOSX, Ubuntu.
    • Create a database.yml file on config/ directory with your database configurations. You can also copy the existing files called database.yml.example and .env.example and change the credentials.
  3. Clone the project and switch to its directory
  4. Run bin/setup
  5. Run bin/start and visit http://localhost:3000/ to see the human essentials page.
  6. Log in as a sample user with the default credentials.

Credentials

These credentials also work for staging:

Super Users 🦸🏽‍♀️ 
  username: [email protected]
  password: password!
Bank Users 🏦 
  Organization Admin
     Email: [email protected]
  Password: password!

  User
  Email: [email protected]
  Password: password!
Partner Users 👥 
  Verified Partner
  Email: [email protected]
  Password: password!

  Invited Partner
  Email: [email protected]
  Password: password!

  Unverified Partner
  Email: [email protected]
  Password: password!

  Recertification Required Partner
  Email: [email protected]
  Password: password!

  Waiting Approval Partner
  Email: [email protected]
  Password: password!
  
  Another approved partner (with all groups):
  Email: [email protected]
  Pasword: password!

Codespaces and Dev Container - EXPERIMENTAL 🛠️

Open in GitHub Codespaces

Clone and open in VSCode Dev Container

  1. Create the container:
    • To run the container on a Github VM, follow the Codespace link above. You can connect to the Codespace using VSCode or the VSCode web editor.
    • Or follow instructions to create a new Codespace.
    • To clone this repo and run the container locally, follow instructions to install VSCode and Docker. Click the Dev Container link above. Don't forget to add a git remote pointing to your fork once the container is setup and you want to push changes.
  2. Wait for the container to start. This will take a few (10-15) minutes since Ruby needs to be installed, the database needs to be created, and the bin/setup script needs to run
  3. Run bin/start. On the Ports tab, visit the forwarded port 3000 URL marked as Application to see the human essentials page.
  4. Login as a sample user with the default credentials.

Troubleshooting 👷🏼‍♀️

Please let us know by opening up an issue! We have many new contributors come through and it is likely what you experienced will happen to them as well.

  • "My RBENV installation didn't work!" - The rbenv repository provides a rbenv-doctor script to verify the installation and check if a ruby version is installed

Wiki Contribution Workflow

  1. Follow this SO post to force push the main repo's Wiki to your fork's Wiki.
  2. Make edits to your fork's Wiki.
  3. Create a documentation issue about your changes. Make sure to note which pages you changed and link to your fork's Wiki.
  4. Someone will review and approve your changes and merge them into the main Wiki following this SO post

🤝 Code Contribution Workflow

  1. Identify an unassigned issue. Read more here about how to pick a good issue.

  2. Assign it to avoid duplicated efforts (or request assignment by adding a comment).

  3. Fork the repo if you're not a contributor yet. Read about becoming a contributor here.

  4. Create a new branch for the issue using the format XXX-brief-description-of-feature, where XXX is the issue number.

  5. Commit fixes locally using descriptive messages that indicate the affected parts of the app. Read debugging tips here.

  6. If you create a new model run bundle exec annotate from the root of the app

  7. Create RSpec tests to validate that your work fixes the issue (if you need help with this, please reach out!). Read guidelines here.

  8. Run the tests and make sure all tests pass successfully; if any fail, fix the issues causing the failures. Read guidelines here.

  9. Final commit if tests needed fixing.

  10. Squash smaller commits. Read guidelines here.

  11. Push up the branch

  12. Create a pull request and indicate the addressed issue (e.g. Resolves #1) in the title, which will ensure the issue gets closed automatically when the pull request gets merged. Read PR guidelines here.

  13. Code review: At this point, someone will work with you on doing a code review. The automated tests will run linting, rspec, and brakeman tests. If the automated tests give 👍 to the PR merging, we can then do any additional (staging) testing as needed.

  14. Merge: Finally if all looks good the core team will merge your code in; if your feature branch was in this main repository, the branch will be deleted after the PR is merged.

  15. Deploys are currently done about once a week! Read the deployment process here.

Issues

Please feel free to contribute! While we welcome all contributions to this app, pull-requests that address outstanding Issues and have appropriate test coverage for them will be strongly prioritized. In particular, addressing issues that are tagged with the next milestone should be prioritized higher.

All work is organized by issues. Find issues here.

If you would like to contribute, please ask for an issue to be assigned to you. If you would like to contribute something that is not represented by an issue, please make an issue and assign yourself. Only take multiple issues if they are related and you can solve all of them at the same time with the same pull request.

Becoming a Repo Contributor

Users that are frequent contributors and are involved in discussion (join the slack channel! :)) may be given direct Contributor access to the Repo so they can submit Pull Requests directly instead of Forking first.

Debugging

If starting server directly, via rail s or rail console, or built-in debugger in RubyMine, or running bundle exec rspec path/to/spec.rb:line_no, then you can use binding.pry to debug. Drop the pry where you want the execution to pause.

If starting via Procfile with bin/start, then drop a binding.remote_pry into the line where you want execution to pause at. Then run pry-remote in the terminal to connect to it. https://github.com/Mon-Ouie/pry-remote

If you want to connect via Shopify Ruby LSP VSCode extension or rdbg, start the server with bundle exec rdbg -O -n -c -- bin/rails server -p 3000

Codespaces

When running tests in browser, visit the forwarded port 6080 URL to see the browser in Codespaces. You can also visit this port to access the GUI desktop in Codespaces.

In VSCode Run and Debug view, there are some helpful defaults for running RSpec tests in browser at your cursor as well as attaching to a live server. Make sure the Ruby LSP server is started before debugging.

Squashing commits

Consider the balance of "polluting the git log with commit messages" vs. "providing useful detail about the history of changes in the git log". If you have several smaller commits that serve a one purpose, you are encouraged to squash them into a single commit. There's no hard and fast rule here about this (for now), just use your best judgement. Please don't squash other people's commits. Everyone who contributes here deserves credit for their work! :)

Only commit the schema.rb only if you have committed anything that would change the DB schema (i.e. a migration).

Pull Requests

Stay scoped

Try to keep your PRs limited to one particular issue, and don't make changes that are out of scope for that issue. If you notice something that needs attention but is out of scope, please create a new issue.

In-flight pull requests

If you are so inclined, you can open a draft PR as you continue to work on it. Sometimes we want to get a PR up there and going so that other people can review it or provide feedback, but maybe it's incomplete. This is OK, but if you do it, please tag your PR with in-progress label so that we know not to review / merge it.

Tests 🧪

Writing Browser/System/Feature Tests/Specs

Add a test for your change. If you are adding functionality or fixing a bug, you should add a test!

If you are inexperienced in writing tests or get stuck on one, please reach out for help :)

Guidelines

  • Prefer request tests over system tests (which run much slower) unless you need to test Javascript or other interactivity
  • When creating factories, in each RSpec test, hard code all values that you check with a RSpec matcher. Don't check FactoryBot default values. See #4217 for why.
  • Keep individual tests tightly scoped, only test the endpoint that you want to test. E.g. create inventory directly using TestInventory rather than using an additional endpoint.
  • You probably don't need to write new tests when simple re-stylings are done (ie. the page may look slightly different but the Test suite is unaffected by those changes).

Useful Tips

  • If you need to see a browser/system spec run in the browser, you can use the following env variable 
    NOT_HEADLESS=true bundle exec rspec
  • We've added magic_test which makes creating browser specs much easier. It allows you to record actions on the browser running the specs and easily paste them into the spec. You can do this by adding magic_test within your system spec: 
    it "does some browser stuff" do
magic_test
end
    and run the spec using this command: 
    MAGIC_TEST=1 NOT_HEADLESS=true bundle exec rspec <path_to_spec>`
    See videos of it in action here
  • Helpful classes for viewing and modifying inventory include View::Inventory, TestInventory and various CreateService services, see the Event Sourcing wiki page.

Test before submitting pull requests

Before submitting a pull request, run all tests and lints. Fix any broken tests and lints before submitting a pull request.

Continuous Integration

  • There are Github Actions workflows which will run all tests in parallel using Knapsack and lints whenever you push a commit to your fork.
  • Once your first PR has been merged, all commits pushed to an open PR will also run these workflows.

Local testing

  • Run all lints with bin/lint.
  • Run all tests with bundle exec rspec
  • You can run a single test with bundle exec rspec {path_to_test_name}_spec.rb or on a specific line by appending :LineNumber
  • If you need to skip a failing test, place pending("Reason you are skipping the test") into the it block rather than skipping with xit. This will allow rspec to deliver the error message without causing the test suite to fail.
  it "works!" do
    pending("Need to implement this")
    expect(my_code).to be_valid
  end