/rfcs

RFCs for TheForeman

Foreman RFCs

Many changes, including bug fixes and documentation improvements can be implemented and reviewed via the normal GitHub pull request workflow.

Some changes though are "substantial", and we ask that these be put through a bit of a design process and produce a consensus among the long-standing Foreman developers.

The "RFC" (request for comments) process is intended to provide a consistent and controlled path for new features to enter the project.

##Published RFC List [Published RFC List]: #published-rfc-list

##Active RFC List [Active RFC List]: #active-rfc-list

Table of Contents

When you need to follow this process

You need to follow this process if you intend to make "substantial" changes to Foreman, the Smart Proxy, the Foreman Installer, its documentation, or any plugins which have chosen to use this process. What constitutes a "substantial" change is evolving based on community norms, but may include the following:

  • A new feature that creates new UI pages or substantially alters the existing UI
  • A new feature that creates new or backward-incompatible API endpoints
  • The removal of features that already shipped as part of a previous release

Some changes do not require an RFC:

  • Rephrasing, reorganizing or refactoring
  • Addition or removal of warnings
  • Simple bugfixes
  • Additions only likely to be noticed by other developers-of-foreman, not users-of-foreman

If you submit a pull request to implement a new feature without going through the RFC process, it may be closed with a polite request to submit an RFC first.

For plugins, consult the revelant plugin repo to learn about their processes.

Gathering feedback before submitting

A hastily-proposed RFC can hurt its chances of acceptance. Low quality proposals, proposals for previously-rejected features, or those that don't fit into the near-term roadmap, may be quickly rejected, which can be demotivating for the unprepared contributor. Laying some groundwork ahead of the RFC can make the process smoother.

Although there is no single way to prepare for submitting an RFC, it is generally a good idea to pursue feedback from other project developers beforehand, to ascertain that the RFC may be desirable - having a consistent impact on the project requires concerted effort toward consensus-building.

The most common preparations for writing and submitting an RFC include talking the idea over on #theforeman-dev, filing and discusssing ideas on the RFC issue tracker, and occasionally posting 'pre-RFCs' on the dev mailing list for early review. Gaining a mentor for your RFC from within long-standing developers is invaluable to this process.

As a rule of thumb, receiving encouraging feedback from long-standing project developers, and particularly ones who know that area of the project well, is a good indication that the RFC is worth pursuing.

What the process is

In short, to get a major feature added to Foreman, one must first get the RFC merged into the RFC repo as a markdown file. At that point the RFC is 'active' and may be implemented with the goal of eventual inclusion into Foreman.

  • Fork the RFC repo http://github.com/theforeman/rfcs.
  • Copy 0000-template.md to text/0000-my-feature.md (where 'my-feature' is descriptive. don't assign an RFC number yet).
  • Fill in the RFC. Put care into the details: RFCs that do not present convincing motivation, demonstrate understanding of the impact of the design, or are disingenuous about the drawbacks or alternatives tend to be poorly received.
  • Submit a pull request. As a pull request the RFC will receive design feedback from the larger community, and the author should be prepared to revise it in response.
  • Build consensus and integrate feedback. RFCs that have broad support are much more likely to make progress than those that don't receive any comments. In particular, if an RFC has a mentor, they should help to promote discussion and consensus-building.
    • The mentor may schedule meetings with the author/other stakeholders to discuss in greater detail.
    • Discussion should happen in the PR comments as much as possible. Meetings & offline discussion should be summarised in the PR comments.
    • RFCs rarely go through this process unchanged, especially as alternatives and drawbacks are shown. You can make edits, big and small, to the RFC to clarify or change the design, but make changes as new commits to the PR and leave a comment detailing the changes. Specifically, do not squash or rebase commits after they are visible on the PR.
  • Once the RFC has been clarified and defended and the conversation is settled, the RFC will be merged by one of the long-standing developers, or rejected by closing the pull request. Optionally, a one-week "final comments" period may be used for late contributions to the discussion.

The role of the mentor

It is recommended (but not essential) to find a mentor from amongst the long-standing developers (RFC authors who are already long-standing developers may, of course, be their own mentor). The role of the mentor is to help the RFC move along through the process. This would roughly entail:

  • Reading the RFC in detail and providing the initial feedback
  • Soliciting feedback from those who are likely to have strong opinions
  • If required, scheduling meetings (IRC or Hangouts) to resolve complex issues
  • If requried, announcing the "final comments" period

The aim is for the mentor to help gather as much feedback as possible before a decision is reached - by the end of the process, the decision would hopefully be obvious and not require a final comments period.

The RFC life-cycle

Once an RFC becomes active then authors may implement it and submit the feature as a pull request to the appropriate Foreman repo(s). Becoming 'active' is not a free pass, and in particular still does not mean the feature will ultimately be merged; it does mean that the project has agreed to it in principle and is open to merging it.

Furthermore, the fact that a given RFC has been accepted and is 'active' implies nothing about what priority is assigned to its implementation, nor whether anybody is currently working on it. While it is not necessary that the author of the RFC also write the implementation, it is by far the most effective way to see an RFC through to completion: authors should not expect that other project developers will take on responsibility for implementing their accepted RFC.

Modifications to active RFC's can be done in followup PR's. We strive to write each RFC in a manner that it will reflect the final design of the feature; but the nature of the process means that we cannot expect every merged RFC to actually reflect what the end result will be at the time of the next major release.

Reviewing RFCs

While the RFC PR is up, the mentor may schedule meetings with the author and/or interested parties to discuss the issues in greater detail, and in some cases the topic may be discussed at other meetings. In any such case, a summary from the meeting will be posted back to the RFC pull request.

A decision is made by the long-standing developers on an RFC once the benefits and drawbacks are well understood. These decisions can be made at any time, there is no set period for an RFCs PR to be open. When a decision is made, the RFC PR will either be merged (and assigned a number), or closed. In either case, if the reasoning is not clear from the discussion in the comment thread, a comment describing the rationale for the decision will be added.

If accepted, an issue will be created in the appropriate issue tracker, with a link to the RFC document. The RFC should also be updated with a link to the issue. This allows any developer to see if there is any activity on the RFC.

Implementing an RFC

The author of an RFC is not obligated to implement it. Of course, the RFC author (like any other developer) is welcome to post an implementation for review after the RFC has been accepted.

If you are interested in working on the implementation for an 'active' RFC, but cannot determine if someone else is already working on it, feel free to ask (e.g. by leaving a comment on the associated issue).

Isn't this a bit vague?

The process is intended to be as lightweight as reasonable for the present circumstances. As usual, we are trying to let the process be driven by consensus and community norms, not impose more structure than necessary.

Foreman's RFC process is inspired by the Ember RFC and Rust RFC processes