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Integration review

Purpose​

The purpose of the integration review is to:

  • Ensure consistent quality across the codebase
  • Ensure that pedagogical aims of Moodle are at the forefront of any change
  • Take into consideration the holistic view of moodle, looking at the impact beyond where the - original developer was focused
  • Provide guidance and feedback to developers, helping them learn and improve
  • Consider other perspectives of other users perhaps not considered by original developers e.g.
    • Teachers
    • Students
    • Administrators
    • The Moodle mobile app
    • Third-party developers

Integration Principles​

Integration (non-technical but philosophical) principles (4-5 words determining if something has to be integrated/backported or no):

  1. safety: if something does not look safe, stable, it won't land. Be conservative.
  2. security: all security issues, if not breaking principle (1) will be integrated/backported to all security-supported versions.
  3. community: Anything not useful for the community (or against it) won't be integrated/backported. We can measure the community as 10%HQ, 10%Partners, 10%Core developers, 20%Admins, 20%Teachers, 30%Students - not exact science, just one approximation, you know). Question yourself how the change will affect those groups and ensure positives are bigger always (only affected groups count). All community issues, if not breaking principles (1) and (2) will be integrated.
  4. typology: bug fixes will be always integrated/backported to all the supported branches if none of the principles (1), (2) and (3) are violated. Also, partially-unsupported branches can receive some if they are important enough. Improvements and new features go, exclusively, to main only, that's the main reason for short release periods. We MUST not make exceptions to this.
  5. priority: issues will be "ordered down" by priority down (where priority is a mix of various factors, dynamic). And will be integrated in that order. If something has to be delayed, better if it is low priority. Once again, nothing here can break any of the previous principles.
  6. tests: unit tests and acceptance tests will backported as much as possible without breaking (1) and (2). New features required to implement tests will be backported if the API is 100% backwards compatible.

If all the principles are fulfilled, the answer for "should I integrate this?" is, "yes, please!" (apart from technical findings, of course, that can lead to the issue being not integrated/reopened at last, these principles are 100% philosophical)

Component lead review process​

Please see the Component Lead Review documentation for further information on the CLR process.

Integration Review Process​

  1. Run automated pre-checks against the continuous integration server. (In future this can be automated and also moved into a publicly accessible domain.)
  2. Final code review, much like the peer review, except that this is the final check. To include
    1. Takes place in-situ (integrated) to examine the impact to other integrated issues
    2. Checking against the coding guidelines - syntax/whitespace
    3. Moodleisms - using the built-in API functions where appropriate
    4. Cross-DB compatibility
    5. Security
  3. Check purpose - the patch needs to fix the issue reported.
  4. Verify target branches are appropriated. They must match 100% the rules defined for backporting issues.
  5. Ensure backwards compatibility is maintained. As a starting point backwards compatibility must always be maintained. Where backwards compatibility is affected it should be:
    1. Well discussed with evidence of justification
    2. Documented and communicated to the community
  6. Ensure backwards compatibility with the Moodle mobile app. Especially in areas where the Moodle app uses pre-rendered content from the site (like Quiz or Lesson)
  7. Verify that components are correct and check the right people have been involved (e.g. component maintainers)
  8. For fundamental changes, check that a thread has been started in an appropriate forum, and other Moodlers, given enough time to comment.
  9. Tests - must be written to guide tester to verify the fix is working.
    1. Unit test - very much preferred if applicable
    2. at end of Wednesday, ensure testing is going to complete as expected. else take other actions (speak to test manager)
  10. Performance - we have to look at maintaining optimum code here, as far as simple patches that can affect performance. (simple optimisations)
  11. Scalability - if main only - we're looking far future, stable branches may not be lucky to get such improvements.
  12. git authorship is correct vs committer + credits due are mentioned + email addresses
  13. Documentation / PHP Doc / readability
  14. Tracker issue labels which might need adding. Particularly:
    1. docs_required / dev_docs_required / release_notes: About which type of documentation is required for the issue.
    2. ui_change / api_change: About the implications of the change.
    3. unit_test_required / acceptance_test_required / qa_test_required: About the need to cover the issue with some test.
    4. affects_mobileapp / affects_workplace / affects_moodlecloud: About issues that may affect other Moodle products and services
  15. Tracker issue versions review. Particularly:
    1. Fixed Version after integration - is the versions that the issue is patched for. (A rule here: "or stables or main").
    2. Remove any Must fix for X.Y version once the issue is integrated.
  16. Whenever any of the points above or any other detail require extra information or action to be done by the assignee, and the integrator considers that they can be fixed without needing to discard/reopen, the issue will be sent to Waiting for feedback with all the details to complete. Once everything has been fulfilled, always within a reasonable amount of time (still to decide), the issue will be sent back to integration by the assignee.
  17. Assign the tester.
    1. Don't forget to update the weight in the testers sheet

Schedule​

In normal periods​

The integrators adhere to the following schedule: (links here should convert the times into your local timezone)

All the flow of issues to current integration is automatically controlled by the Manage queues on normal job that keeps the current queue fed with issues, moves important ones and prioritises long awaiting issues. Issues are picked in strict integration order.

  • Monday to Thursday until 12:00 (UTC+8): Integration and Testing happen. Note that 24h before the cutoff it's possible to pick issues out of order towards queues reduction.
  • Thursday after 12:00 (UTC+8): Integrators duties during this time are to monitor, facilitate and 'problem solve' the testing process.
  • Friday: Testing should be completed before (the sooner the better) 12:00 (UTC+8) at which time remaining testing failures will be reverted/rewritten and reopened. The release process follows.
  • Friday after 12:00 (UTC+8): Should be kept free from integration. Integration systems are maintained during this time.

Note that under the strict schedule above, it is specially important to be as responsive as possible, both when the issue is being integrated and when testing. Any significant delay by any of the actors involved will result in the issue being moved out from current integration.

During continuous integration/Freeze/QA period​

During the continuous integration period (last 7 weeks before release) the integration team are continuously focused on producing regular builds of main to facilitate QA and fast fixes to issues identified.

Throughout:

  • Issues are picked on a one by one basis, prioritising QA blockers and main regressions (MUST FIX) issues.
  • After freeze (usually 6 weeks before release) any non bug fix issues are given the integration_held label and are explicitly not picked for integration. Still, anybody is able to add a reasoned unhold_requested label to those issues in order to get them unblocked by the development managers. Note this does not guarantee the issue to land before release, but just gives it a chance to be integrated like any other issue.
  • Also, coming together with freeze, all the flow of issues to current integration is automatically controlled by the Manage queues on continuous job that keeps the current queue fed with issues, moves important ones, holds new features and other niceties. Issues are picked in strict integration order.
  • Our goal is to achieve 'release-ability' throughout, so we stop integrating to ensure a release happens

So, basically, once under the whole continuous integration period, we do organise work as follows:

  • Continuous officially begins. Everybody is on integration. Until end of on-sync period.
  • Monday: Integration and testing happens.
  • Tuesday: Integration happens until 12:00 (UTC+8), afterwards we try to achieve 100% 'Test Passed' and stop integrating any untested changes until a main release is produced.
  • Wednesday: [Assuming a main release has been rolled] Integration and testing continues
  • Thursday: Integration and testing continues
  • Friday: Integration happens until 12:00 (UTC+8), afterwards we try to achieve 100% 'Test Passed' and stop integrating any untested changes until a main release is produced. Note that 24h before the cutoff it's possible to pick issues out of order towards queues reduction.
note

Along this period we always release as many stable weeklies, both supported (always) and security only (when there are changes), as main rolls (on-demand, beta, rc) happen (see MDLSITE-3470). Note that those tags are not simply tags but they come with some important implications, aiming to stability, safety and clarity. Integrators will try to remain loyal to them, be warned:

  • Once beta is released, new features or improvements "unrelated" with the release will be really harder to be accepted. A +4 from developer managers (normally +3 is enough) will be needed to proceed with the issue. Integrators vote will be, always, -1.
  • Once rc are released, new features or improvements "unrelated" with the release are forbidden. No unhold voting, no managers. Simply forbidden.
  • Last week before release, only "related" issues will be picked for integration. Everything else (bug fixes included) are kept out (given the "integration_held" label) if unrelated, at very least until after release. No distractions.
info

Definition: related said to be a followup of required/planned to release OR a direct (and recent) regression caused by a bug fix OR a security issue.

On-sync period​

Immediately after a major release and for a short period (right now, 2 weeks, matching 1st HQ sprint duration), the integration team is under the named on-sync period.

At all effects, it's a normal period (see above), and weeklies are produced for supported stable branches and also for main. But with one important rule/goal:

  • We must keep the latest stable branch and main 100% on-sync, specifically about versions and upgrade steps. Some well-known exceptions to this are: backup.class.php, config.php ($release, $branch, $maturity and comments only, never $version!), install/lang/xx files (the new stable branch for install lang files is created 2w after the release).

This simple, but important constraint, is there to facilitate the integration of impeding bugs, needing urgent resolution, and by keeping them the same, we guarantee that any stable or main fix will apply without problems to both branches. Of course, in order to achieve the rule, these must be also observed along the period:

  • We continuously perform diffs between the latest stable and main, controlling that we are on-sync. Any non-authorised difference is cleaned (rewritten). Whenever a latest stable branch is missing in the issue (it's optional over the period), we automatically cherry pick the changes straight from main.
  • Both improvements and new features (and, in general, everything leading to divergence) are held until the on-sync period ends.

Last, but not less important, a second goal for this on-sync period is:

  • The environmental requirements for next major version must be agreed and resolved so they can land to main early in the process, remaining defined and stable over the next, 6 months of, development cycle. As part of the standard Moodle release process, at the beginning of the on-sync period, we "unhold" all bugs that were held during the last week before the release because they were unrelated to the release. At the end of the onsync period we "unhold" all new features that were submitted after the code freeze for the the release.

Fixing issues identified during integration review/ testing​

When a branch has been merged by an integrator, it is important that you do not modify the existing history of your branch (e.g. by amending or squashing your commits) and instead add new commits on top. If you modify the history of your branch, it makes it extremely difficult for the integrator to merge your changes (and see the differences).

As a general rule, this means that if your issue has entered the 'in integration review' stage of the development process, please only add new commits on top of your existing commits. There are circumstances when your issue will be 'in integration review' but not merged (and thus possible to squash changes) but if in any doubt, please add new commits and ask the integrator to squash your changes for you.

Commit squashing​

The Integration team will sometimes recommend squashing commits when things do not look natural (and may offer to do this for you), especially when there are "fix-commits" in the history happening before integration. You will not be forced to squash your changes because our policy is: "If you want your history of commits to look like bad, it's your history.".

tip

You should pay close attention to Git_commits and intend to "Tell a perfect, cleaned up version of the history. As if the code was written perfectly first time.".