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openproject/docs/development/contribution-documentation/documentation-process/README.md
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The process, incl. tool setup, of how to contribute to the OpenProject documentation contribution, documentation, documentation process, tool setup

Documentation process

This guide describes how to contribute to the OpenProject documentation, including the tool setup.

Setup the tools to easily contribute to the OpenProject documentation

This guide aims to help users that are new to Git and Markdown to contribute to the OpenProject documentation. There are a two very helpful tools that makes it extremely easy to contribute to OpenProject:

Tool Purpose of this tool Website and download
Typora Typora is an application that enables you to easily edit markdown files. The markdown file format is used for the OpenProject documentation which allows you to focus on the content instead of the formatting. desktop.github.com
GitHub Desktop Desktop is an application that enables you to interact with GitHub using a GUI instead of the command line or a web browser. typora.io

Step 1: Create user account on GitHub.com

You need an account on GitHub.com to contribute to the OpenProject documentation. Here you can sign-up a new account.

Step 2: Install Typora

You can download the installer from the Typora website. Follow the prompts to complete the installation. In case you need more information there are very detailed help for each supported operating systems Linux, macOS and Windows.

Step 3: Install GitHub Desktop

You can install the software GitHub Desktop on any supported operating systems. To install GitHub Desktop navigate to https://desktop.github.com and download the appropriate version for your operating system. Follow the prompts to complete the installation.

Step 4: Sign in into Github.com in GitHub Desktop

To exchange data between your local repository and remote repositories you need to first sign (File -> Options -> Sign in).

sign-in-into-github

In the next screen click on "Continue with browser".

continue sign in in browser

This opens your browser. To authenticate to type your GitHub.com credentials and click Sign in. If you have configured two-factor authentication (2FA) for GitHub enter your 2FA code in the prompt on GitHub and click Verify.

Alternatively, if you were already signed in to GitHub, follow the prompts to return to GitHub Desktop to finish authenticating.

After authenticating your account, you are ready to manage and contribute to projects with GitHub Desktop.

Step 5: Fork the OpenProject repository

If you are an external contributor you don't have write permissions on the repository https://github.com/opf/openproject. In this case you first need to fork the repository by clicking the button Fork. This basically means that you have your own copy of the repository on GitHub.com. Since it is your own repository you have write privileges here.

fork openproject

Step 6: Clone the forked OpenProject repository in GitHub Desktop

Before you can make changes you need to create a local clone of the OpenProject repository on your local computer. Open GitHub Desktop and navigate to "File -> Clone repository".

clone repository

In the modal window select the repository you forked in Step 5. Also select a folder on your computer for the cloned repository. Click Clone.

select repository to be cloned

In the next screen select "To contribute to the parent project".

define how to use the fork

Step 7: Create a new Git branch for your change

Select the latest release branch e.g.release/12.1 as the current branch.

create new branch - step 1

In the same drop down click on "New branch". In this window insert a branch name that describes your changes and select the latest release branch e.g. release/12.1 the created branch is based on.

create new branch - step 2

Step 8: Fetch origin with upstream changes (update local repository)

Every time you start editing please make sure you have fetched the latest changes from GitHub.com. First you need to update your forked repository. There you select the branch you are working on, e.g. release/12.1. If there are updates in the main repository opf/openproject click on on "Fetch upstream".

fetch upstream changes

Now you have fetched the latest changes from the main repository. Now you can fetch those changes in GitHub Desktop by clicking "Fetch origin" in the main toolbar:

fetch origin in github desktop

Step 9: Open the files you want to change in Typora

In Typora open the files you want to change (File -> Open). In the file picker navigate to the local folder you selected in the step 6.

Step 10: Make the changes in Typora and save the file

The Typora editor makes it quite easy to make changes to the file. After you made your changes do not forgot to save.

Step 11: Commit the change to your local repository in GitHub Desktop

Open GitHub Desktop. Here you can see all the changes you made in your local repository.

commit history in github desktop

Add a commit message that best describes your change. This description should allow other users to easily understand the change you made.

Step 12: Push your changes to GitHub.com

At the moment your change is only available in your local repository. To make it available on GitHub.com you need upload (push) by pressing the button "Push origin".

push origin in github desktop

Step 13: Create a pull request

A pull request is a workflow to ask for a review from the OpenProject team. With a pull request you basically ask to check your changes and to copy it over to the OpenProject repository (opf/openproject). After you pushed your local changes to your own repository click the button Create Pull Request.

Here select the latest release branch e.g. release/12.1 in the first dropdown. In the second select the branch you have changed.

create pull request

In the description field of the pull request enter a summary for the changes you made. If there is already a work package on https://community.openproject.org you can also add this to the description. This adds a relation between your pull request and the work package.

Step 14: Request review

Select the label "documentation".

add documentation label for pull request

In the field "Reviewers" select "opf/doc-writers".

select reviewer for documentation

Step 15: Wait for feedback from the reviewers

... and hopefully it is all LGTM which means "Looks good to me(rge). Congrats to your first contribution to the OpenProject documentation. We appreciate your effort :-)