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contributing.md

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Contributing to the monorepo

Getting started

  • Install the current LTS version of Node.js
    • If you are using nvm (recommended) running nvm install will install the latest version and running nvm use will automatically choose the right node version for you.
  • Install Yarn via Corepack
    • If you have Yarn installed globally via Homebrew or NPM, you'll need to uninstall it before enabling it via Corepack.
  • Run yarn install to install dependencies and run any required post-install scripts.
  • Run yarn simple-git-hooks to add a Git hook to your local development environment which will ensure that all files pass linting before you push a branch.

Testing

  • Run yarn workspace <workspaceName> run test to run all tests for a package.
  • Run yarn workspace <workspaceName> run jest --no-coverage <file> to run a test file within the context of a package.
  • Run yarn test to run tests for all packages.

Note

workspaceName in these commands is the name field within a package's package.json, e.g., @metamask/metamask-module-template, not the directory where it is located, e.g., packages/metamask-module-template.

Linting

Run yarn lint to lint all files and show possible violations.

Run yarn lint:fix to fix any automatically fixable violations.

Performing operations across the monorepo

This repository relies on Yarn's workspaces feature to provide a way to work with packages individually and collectively. Refer to the documentation for the following Yarn commands for usage instructions:

Note

  • workspaceName in the Yarn documentation is the name field within a package's package.json, e.g., @metamask/metamask-module-template, not the directory where it is located, e.g., packages/metamask-module-template.
  • commandName in the Yarn documentation is any sub-command that the yarn executable would usually take. Pay special attention to the difference between run vs exec. If you want to run a package script, you would use run, e.g., yarn workspace @metamask/metamask-module-template run changelog:validate; but if you want to run any shell command, you'd use exec, e.g. yarn workspace @metamask/metamask-module-template exec cat package.json | jq '.version'.

Creating pull requests

When submitting a pull request for this repo, take some a bit of extra time to fill out its description. Use the provided template as a guide, paying particular attention to two sections:

  • Explanation: This section is targeted toward maintainers and is intended for you to explain the purpose and scope of your changes and share knowledge that they might not be able to see from reading the PR alone. Some questions you should seek to answer are:
    • What is the motivator for these changes? What need are the changes satisfying? Is there a ticket you can share or can you provide some more context for people who might not be familiar with the domain?
    • Are there any changes in particular whose purpose might not be obvious or whose implementation might be difficult to decipher? How do they work?
    • If your primary goal was to update one package but you found you had to update another one along the way, why did you do so?
    • If you had to upgrade a dependency, why did you do so?
  • Changelog: This section is targeted toward consumers — internal developers of the extension or mobile app in addition to external dapp developers — and is intended to be a list of your changes from the perspective of each package in the monorepo. Questions you should seek to answer are:
    • Which packages are being updated?
    • What are the exact changes to the API (types, interfaces, functions, methods) that are being changed?
    • What are the anticipated effects to whichever platform might want to make use of these changes?
    • If there are breaking changes to the API, what do consumers need to do in order to adapt to those changes upon upgrading to them?

Testing changes to packages in another project

If you have a project that depends on a package in this monorepo, you may want to load those changes into the project without having to create a whole new monorepo release. How you do this depends on your use case.

Testing changes to packages locally

If you're developing your project locally and want to test changes to a package, you can follow these steps:

  1. First, you must build the monorepo, by running yarn build.

  2. Next, you need to connect the package to your project by overriding the resolution logic in your package manager to replace the published version of the package with the local version.

    1. Open package.json in the project and locate the dependency entry for the package.

    2. Locate the section responsible for resolution overrides (or create it if it doesn't exist). If you're using Yarn, this is resolutions; if you're using NPM or any other package manager, this is overrides.

    3. Add a line to this section that mirrors the dependency entry on the left-hand side and points to the local path on the right-hand side:

      "@metamask/<PACKAGE_NAME>@<PUBLISHED_VERSION_RANGE>": "file:<PATH_TO_METAMASK_DESIGN_SYSTEM>/packages/<PACKAGE_NAME>"
      

      Example:

      • If your project uses Yarn, @metamask/metamask-module-template is listed in dependencies at ^1.1.4, and your clone of the metamask-design-system repo is at the same level as your project, add the following to resolutions:

        "@metamask/metamask-module-template@^1.1.4": "file:../metamask-design-system/packages/metamask-module-template"
        
    4. Run yarn install.

  3. Due to the use of Yarn's file: protocol, if you update the package in the monorepo, then you'll need to run yarn install in the project again.

Testing changes to packages with preview builds

NOTE: Publish a preview builds doesn't work and needs to be fixed #38

If you want to test changes to a package where it would be unwieldy or impossible to use a local version, such as on CI, you can publish a preview build and configure your project to use it.

Publishing preview builds as a MetaMask contributor

If you're a member of the MetaMask organization, you can create preview builds based on a pull request by following these steps:

  1. Post a comment on the pull request with the text @metamaskbot publish-preview. This starts the publish-preview GitHub action, which will create preview builds for all packages in the monorepo.

  2. After a few minutes, the action should complete and you will see a new comment that lists the newly published packages along with their versions.

    Note two things about each package:

    • The name is scoped to @metamask-previews instead of @metamask.
    • The ID of the last commit in the branch is appended to the version, e.g. 1.2.3-preview-e2df9b4 instead of 1.2.3.

Now you can use these preview builds in your project.

If you make more changes to a package, follow step 2 again, making sure to update the reference to the package in your project's package.json to use the newly published preview version.

Publishing preview builds as an independent contributor

If you've forked this repository, you can create preview builds based on a branch by following these steps:

  1. First, since an NPM scope is used to host preview build releases, you'll need access to one. If you do not, you can either create a new organization or convert your existing username into an organization.

  2. Once you've done this, open the package.json for each package that you want to publish and change the scope in the name from @metamask to @<NPM_ORG>, replacing NPM_ORG with your NPM organization.

  3. Next, run the following command to create and publish the preview builds (again, replacing NPM_ORG as appropriate):

    yarn prepare-preview-builds "@<NPM_ORG>" "$(git rev-parse --short HEAD)" && yarn build && yarn publish-previews
    

    You should be able to see the published version of each package in the output. Note two things:

    • The name is scoped to the NPM organization you entered instead of @metamask.
    • The ID of the last commit in the branch is appended to the version, e.g. 1.2.3-preview-e2df9b4 instead of 1.2.3.

Now you can use these preview builds in your project.

If you make more changes to a package, follow step 3 again, making sure to update the reference to the package in your project's package.json to use the newly published preview version.

Using preview builds

To use a preview build for a package within a project, you need to override the resolution logic for your package manager so that the "production" version of that package is replaced with the preview version. Here's how you do that:

  1. Open package.json in the project and locate the dependency entry for the metamask design system package for which you want to use a preview build.

  2. Locate the section responsible for resolution overrides (or create it if it doesn't exist). If you're using Yarn, this is resolutions; if you're using NPM or any other package manager, this is overrides.

  3. Add a line to this section that mirrors the dependency entry on the left-hand side and points to the preview version on the right-hand side:

    "@metamask/<PACKAGE_NAME>@<PRODUCTION_VERSION_RANGE>": "npm:@<NPM_ORG>/<PACKAGE_NAME>@<PREVIEW_VERSION>"
    

    Example:

    • If your project uses Yarn, @metamask/metamask-module-template is listed in dependencies at ^1.1.4, and you want to use the preview version 1.2.3-preview-e2df9b4, add the following to resolutions:

      "@metamask/metamask-module-template@^1.1.4": "npm:@metamask-previews/[email protected]"
      
  4. Run yarn install.

Adding new packages

If you're migrating an existing package to the monorepo, please see the package migration documentation. You may be able to make use of create-package when migrating your package, but there's a lot more to it.

Manually creating a new monorepo package can be a tedious, even frustrating process. To alleviate that problem, we have created a CLI that automates most of the job for us, creatively titled create-package. To create a new monorepo package, follow these steps:

  1. Create a new package using yarn create-package.
    • Use the --help flag for usage information.
    • Once this is done, you can find a package with your chosen name in /packages.
  2. Make sure your license is correct.
    • By default, create-package gives your package an MIT license.
    • If your desired license is not MIT, then you must update your LICENSE file and the license field of package.json.
  3. Add your dependencies.
    • Do this as normal using yarn.
    • Remember, if you are adding other monorepo packages as dependents, don't forget to add them to the references array in your package's tsconfig.json and tsconfig.build.json.

And that's it!

Contributing to create-package

Along with this documentation, create-package is intended to be the source of truth for the process of adding new packages to the monorepo. Consequently, to change that process, you will want to change create-package.

The create-package directory contains a template package. The CLI is not aware of the contents of the template, only that its files have placeholder values. When a new package is created, the template files are read from disk, the placeholder values are replaced with real ones, and the updated files are added to a new directory in /packages. To modify the template package:

Releasing

The create-release-branch tool and action-publish-release GitHub action are used to automate the release process.

  1. Initiate the release branch and specify packages to be released.

    1. Create the release branch.

      Start by running yarn create-release-branch. This command creates a branch named release/<new release version> which will represent the new release.

    2. Specify packages to release along with their versions.

      At this point, you need to tell the tool which packages you want to include in the next release and which versions to assign to those packages. You do this by modifying a YAML file called a "release spec", which the tool has generated and opened it in your editor. Follow the instructions at the top of the file to proceed.

      To assist you, the tool has also updated all of the packages that have been changed since their previous releases so that their changelogs now reflect those new changes. This should help you to understand what will be released and how to bump the versions.

      Once you save and close the release spec, the tool will proceed.

  2. update all packages dependencies to their latest version

    Run yarn constraints --fix && yarn && yarn dedupe.

  3. Review and update changelogs for relevant packages.

    1. At this point, the versions of all packages you intend to release have been bumped and their changelogs list new changes. Now you need to go through each changelog and make sure that they follow existing standards:

      • Categorize entries appropriately following the "Keep a Changelog" guidelines.
      • Remove changelog entries that don't affect consumers of the package (e.g. lockfile changes or development environment changes). Exceptions may be made for changes that might be of interest despite not having an effect upon the published package (e.g. major test improvements, security improvements, improved documentation, etc.).
      • Reword changelog entries to explain changes in terms that users of the package will understand (e.g., avoid referencing internal variables/concepts).
      • Consolidate related changes into single entries where appropriate.
    2. Run yarn changelog:validate to ensure all changelogs are correctly formatted.

  4. Push and submit a pull request for the release branch so that it can be reviewed and tested.

    Make sure the title of the pull request follows the pattern "Release <new version>".

    If changes are made to the base branch, the release branch will need to be updated with these changes and review/QA will need to restart again. As such, it's probably best to avoid merging other PRs into the base branch while review is underway.

  5. "Squash & Merge" the release.

    This step triggers the publish-release GitHub action workflow to tag the final release commit and publish the release on GitHub.

    Pay attention to the box you see when you press the green button and ensure that the final name of the commit follows the pattern "Release <new version>".

  6. Publish the release on NPM.

    The publish-release GitHub Action workflow runs the publish-npm job, which publishes relevant packages to NPM. It requires approval from the npm-publishers team to complete. If you're not on the team, ask a member to approve it for you; otherwise, approve the job.

    Once the publish-npm job has finished, check NPM to verify that all relevant packages has been published.

Handling common errors

If an error occurs, re-edit the release spec and rerun yarn create-release-branch. Common errors include:

  • Invalid Version Specifier:

    • Error: * Line 14: "invalid_version" is not a valid version specifier...
    • Resolution: Use "major", "minor", "patch", or a specific version number like "1.2.3".
  • Version Less than or Equal to Current:

    • Error: * Line 14: "1.2.3" is not a valid version specifier...
    • Resolution: Specify a version greater than the current version of the package.
  • Releasing Packages with Breaking Changes:

    • Error: * The following dependents of package '@metamask/a'...
    • Resolution: Include dependent packages in the release or use "intentionally-skip" if certain they are unaffected.
  • Dependencies/Peer Dependencies Missing:

    • Error: * The following packages, which are dependencies...
    • Resolution: Include necessary dependencies or peer dependencies in the release or use "intentionally-skip" if certain they are unaffected.