Contributing to Kong 🐵

Hello, and welcome! Whether you are looking for help, trying to report a bug, thinking about getting involved in the project or about to submit a patch, this document is for you! Its intent is to be both an entry point for newcomers to the community (with various technical backgrounds), and a guide/reference for contributors and maintainers.

Consult the Table of Contents below, and jump to the desired section.

Table of Contents

Where to seek for help?
- Enterprise Edition
- Community Edition
Where to report bugs?
Contributing
Code style

Where to seek for help?

Enterprise Edition

If you are a Kong Enterprise customer, contact the Enterprise Support channels by opening an Enterprise support ticket on https://support.konghq.com.

If you are experiencing a P1 issue, please call the 24/7 Enterprise Support phone line for immediate assistance, as published in the Customer Success Reference Guide.

If you are interested in becoming a Kong Enterprise customer, please visit https://konghq.com/kong-enterprise-edition/ or contact us at sales@konghq.com.

Community Edition

There are several channels where you can get answers from the community or the maintainers of this project:

Our public forum, Kong Nation, is great for asking questions, giving advice, and staying up-to-date with the latest announcements. Kong Nation is frequented by Kong maintainers.
Two chat channels are used by the community, but are rarely visited by Kong maintainers:
- Gitter
- IRC, registered on freenode as #kong

Please avoid opening GitHub issues for general questions or help, as those should be reserved for actual bug reports. The Kong community is welcoming and more than willing to assist you on those channels!

Where to report bugs?

Feel free to submit an issue on the GitHub repository, we would be grateful to hear about it! Please make sure to respect the GitHub issue template, and include:

A summary of the issue
A list of steps to reproduce the issue
The version of Kong you encountered the issue with
Your Kong configuration, or the parts that are relevant to your issue

If you wish, you are more than welcome to propose a patch to fix the issue! See the Submit a patch section for more information on how to best do so.

Contributing

We welcome contributions of all kinds, you do not need to code to be helpful! All of the following tasks are noble and worthy contributions that you can make without coding:

Reporting a bug (see the report bugs section)
Helping other members of the community on the support channels
Fixing a typo in the code
Fixing a typo in the documentation at https://docs.konghq.com (see the documentation contribution section)
Providing your feedback on the proposed features and designs
Reviewing Pull Requests

If you wish to contribute code (features or bug fixes), see the Submitting a patch section.

Improving the documentation

The documentation hosted at https://docs.konghq.com is open source and built with Jekyll. You are welcome to propose changes to it (correct typos, add examples or clarifications...)!

The repository is also hosted on GitHub at: https://github.com/Kong/docs.konghq.com/

To run and test your changes locally, follow the installation instructions in its README.md. You will need Ruby, Node.js (for npm), and Python 2.7 on your system.

When contributing, be weary of a few things:

The plugins documentation lives in the app/plugins directory. This part of the documentation is not versioned, which means that the plugins documentation is always reflecting the state of their latest release. This is something we will be improving in the future.
The core documentation lives in app/docs/x.x.x. This part is versioned. When proposing a change in this part of the documentation, consider proposing it for older versions as well. Example: if you fix a typo in app/docs/0.10.x/configuration.md, this typo may also be present in app/docs/0.9.x/configuration.md.

Proposing a new plugin

We do not accept new plugins into the core repository. The plugins that are currently part of this repository are there because of historical reasons, but will be pushed into separate repositories in the foreseeable future.

If you wish to write a new plugin for your own needs, you should start by reading the Plugin Development Guide.

If you already wrote a plugin, and are thinking about making it available to the community, we strongly encourage you to host it on a publicly available repository (like GitHub), and to distribute it via LuaRocks. A good resource on how to do so is the Distribution Section of the Plugin Development Guide.

To give visibility to your plugin, we advise that you create a post in the Announcements category of Kong Nation!

In the foreseeable future, we will also include a "Community Plugins" section to the online Plugins Gallery, and we will improve how plugins are distributed and installed on Kong nodes. Stay tuned! :wink:

Submitting a patch

Feel free to contribute fixes or minor features, we love to receive Pull Requests! If you are planning to develop a larger feature, come talk to us first!

When contributing, please follow the guidelines provided in this document. They will cover topics such as the different Git branches we use, the commit message format to use or the appropriate code style.

Once you have read them, and you are ready to submit your Pull Request, be sure to verify a few things:

Your work was based on the appropriate branch (master vs. next), and you are opening your Pull Request against the appropriate one
Your commit history is clean: changes are atomic and the git message format was respected
Rebase your work on top of the base branch (seek help online on how to use git rebase; this is important to ensure your commit history is clean and linear)
The static linting is succeeding: run make lint, or luacheck . (see the development documentation for additional details)
The tests are passing: run make test, make test-all, or whichever is appropriate for your change
Do not update CHANGELOG.md yourself. Your change will be included there in due time if it is accepted, no worries!

If the above guidelines are respected, your Pull Request has all its chances to be considered and will be reviewed by a maintainer.

If you are asked to update your patch by a reviewer, please do so! Remember: you are responsible for pushing your patch forward. If you contributed it, you are probably the one in need of it. You must be prepared to apply changes to it if necessary.

If your Pull Request was accepted, congratulations! You are now an official contributor of Kong. Get in touch with us to receive your very own Contributor T-shirt!

Your change will be included in the subsequent release Changelog, and we will not forget to include your name if you are an external contributor. 😉

Git branches

We work on two branches: master, where non-breaking changes land, and next, where important features or breaking changes land in-between major releases.

When contributing to Kong, this distinction is important. Please ensure that you are basing your work on top of the appropriate branch, it might save you some time down the road!

If you have write access to the GitHub repository, please follow the following naming scheme when pushing your branch(es):

feat/foo-bar for new features
fix/foo-bar for bug fixes
tests/foo-bar when the change concerns only the test suite
refactor/foo-bar when refactoring code without any behavior change
style/foo-bar when addressing some style issue
docs/foo-bar for updates to the README.md, this file, or similar documents

Commit atomicity

When submitting patches, it is important that you organize your commits in logical units of work. You are free to propose a patch with one or many commits, as long as their atomicity is respected. This means that no unrelated changes should be included in a commit.

For example: you are writing a patch to fix a bug, but in your endeavour, you spot another bug. Do not fix both bugs in the same commit!. Finish your work on the initial bug, propose your patch, and come back to the second bug later on. This is also valid for unrelated style fixes, refactorings, etc...

You should use your best judgement when facing such decisions. A good approach for this is to put yourself in the shoes of the person who will review your patch: will they understand your changes and reasoning just by reading your commit history? Will they find unrelated changes in a particular commit? They shouldn't!

Writing meaningful commit messages that follow our commit message format will also help you respect this mantra (see the below section).

Commit message format

To maintain a healthy Git history, we ask of you that you write your commit messages as follows:

The tense of your message must be present
Your message must be prefixed by a type, and a scope
The header of your message should not be longer than 50 characters
A blank line should be included between the header and the body
The body of your message should not contain lines longer than 72 characters

Here is a template of what your commit message should look like:

<type>(<scope>) <subject>
<BLANK LINE>
<body>
<BLANK LINE>
<footer>

Type

The type of your commit indicates what type of change this commit is about. The accepted types are:

feat: A new feature
fix: A bug fix
hotfix: An urgent bug fix during a release process
tests: A change that is purely related to the test suite only (fixing a test, adding a test, improving its reliability, etc...)
docs: Changes to the README.md, this file, or other such documents
style: Changes that do not affect the meaning of the code (white-space trimming, formatting, etc...)
perf: A code change that significantly improves performance
refactor: A code change that neither fixes a bug nor adds a feature, and is too big to be considered just perf
chore: Maintenance changes related to code cleaning that isn't considered part of a refactor, build process updates, dependency bumps, or auxiliary tools and libraries updates (LuaRocks, Travis-ci, etc...).

Scope

The scope is the part of the codebase that is affected by your change. Choosing it is at your discretion, but here are some of the most frequent ones:

proxy: A change that affects the proxying of requests
router: A change that affects the router, which matches a request to the desired configured API
admin: A change to the Admin API
balancer: Changes related to the internal Load Balancer
core: Changes affecting a large part of the core, and touching many parts such as proxy, balancer, dns
dns: Changes related to internal DNS resolution
dao: A change related to the DAO, the interface to the datastores
cli: Changes to the CLI
cache: Changes to the configuration entities caching (datastore entities)
deps: When updating dependencies (to be used with the chore prefix)
conf: Configuration-related changes (new values, improvements...)
<plugin-name>: This could be basic-auth, or ldap for example
*: When the change affects too many parts of the codebase at once (this should be rare and avoided)

Subject

Your subject should contain a succinct description of the change. It should be written so that:

It uses the present, imperative tense: "fix typo", and not "fixed" or "fixes"
It is not capitalized: "fix typo", and not "Fix typo"
It does not include a period. 😄

Body

The body of your commit message should contain a detailed description of your changes. Ideally, if the change is significant, you should explain its motivation, the chosen implementation, and justify it.

As previously mentioned, lines in the commit messages should not exceed 72 characters.

Footer

The footer is the ideal place to link to related material about the change: related GitHub issues, Pull Requests, fixed bug reports, etc...

Examples

Here are a few examples of good commit messages to take inspiration from:

fix(admin) send HTTP 405 on unsupported method

The appropriate status code when the request method is not supported
on an endpoint it 405. We previously used to send HTTP 404, which
is not appropriate. This updates the Admin API helpers to properly
return 405 on such user errors.

* return 405 when the method is not supported in the Admin API helpers
* add a new test case in the Admin API test suite

Fix #678

Or:

tests(proxy) add a new test case for URI encoding

When proxying upstream, the URI sent by Kong should be the one
received from the client, even if it was percent-encoded.

This adds a new test case which was missing, to ensure it is
the case.

Static linting

As mentioned in the guidelines to submit a patch, the linter must succeed. We use Luacheck to statically lint our Lua code. You can lint the code like so:

$ make lint

Or:

$ luacheck .

Writing tests

We use busted to write our tests. Your patch should include the related test updates or additions, in the appropriate test suite.

spec/01-unit gathers our unit tests (to test a given Lua module or function)
spec/02-integration contains tests that start Kong (connected to a running database), execute Admin API and proxy requests against it, and verify the output
spec/03-plugins contains tests (both unit and integration) for the bundled plugins (those plugins still live in the core repository as of now, but will eventually be externalized)

A few guidelines when writing tests:

Use appropriate describe and it blocks, so it's obvious what is being tested exactly
Ensure the atomicity of your tests: no test should be asserting two unrelated behaviors at the same time
Run tests related to the datastore against all supported databases

And a few recommendations, when asserting types:

-- bad
assert.Nil(foo)
assert.True(bar)

-- good
assert.is_nil(foo)
assert.is_true(bar)

Comparing tables:

-- bad (most of the time)
assert.equal(t1, t2)

-- good
assert.same(t1, t2)

Writing performant code

We write code for the LuaJIT interpreter, not Lua-PUC. As such, you should follow the LuaJIT best practices:

Do not instantiate global variables
Consult the LuaJIT wiki
Follow the Performance Guide recommendations
Do not use NYI functions on hot code paths
Prefer using the FFI over traditional bindings via the Lua C API

Avoid table rehash by pre-allocating the slots of your tables when possible

-- bad
local t = {}
for i = 1, 100 do
  t[i] = i
end

-- good
local new_tab = require "table.new"
local t = new_tab(100, 0)
for i = 1, 100 do
  t[i] = i
end

Cache the globals used by your hot code paths

-- bad
for i = 1, 100 do
  t[i] = math.random()
end

-- good
local random = math.random
for i = 1, 100 do
  t[i] = random()
end

Cache the length and indices of your tables to avoid unnecessary CPU cycles

-- bad
for i = 1, 100 do
  t[#t + 1] = other_tab[#other_tab]
end

-- good
local n = 0
local n_other_tab = #other_tab
for i = 1, 100 do
  n = n + 1
  t[n] = other_tab[n_other_tab]
end

And finally, most importantly: use your best judgement to design an efficient algorithm. Doing so will always be more performant than a poorly-designed algorithm, even following all the performance tricks of the language you are using. 😄

Contributor T-shirt

If your Pull Request to Kong/kong was accepted, congratulations, you are eligible to receive the very special Contributor T-shirt! Go ahead and fill-out the Contributors Submissions form.

Proudly wear your T-shirt and show it to us by tagging @thekonginc on Twitter!

Code style

In order to ensure a healthy and consistent codebase, we ask of you that you respect the adopted code style. This section contains a non-exhaustive list of preferred styles for writing Lua. It is opinionated, but follows the code styles of OpenResty and, by association, Nginx. OpenResty or Nginx contributors should find themselves at ease when contributing to Kong.

No line should be longer than 80 characters
Indentation should consist of 2 spaces

When you are unsure about the style to adopt, please browse other parts of the code base to find a similar case, and stay consistent with it.

You might also notice places in the code base where the described style is not respected. This is due to legacy code. Contributions to update the code to the recommended style are welcome!

Table of Contents - Code style

Modules
Variables
Tables
Strings
Functions
Conditional expressions

Modules

When writing a module (a Lua file), separate logical blocks of code with two blank lines:

local foo = require "kong.foo"


local _M = {}


function _M.bar()
  -- do thing...
end


function _M.baz()
  -- do thing...
end


return _M

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Variables

When naming a variable or function, do use snake_case:

-- bad
local myString = "hello world"

-- good
local my_string = "hello world"

When assigning a constant variable, do give it an uppercase name:

-- bad
local max_len = 100

-- good
local MAX_LEN = 100

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Tables

Use the constructor syntax, and do include a trailing comma:

-- bad
local t = {}
t.foo = "hello"
t.bar = "world"

-- good
local t = {
  foo = "hello",
  bar = "world", -- note the trailing comma
}

On single-line constructors, do include spaces around curly-braces and assignments:

-- bad
local t = {foo="hello",bar="world"}

-- good
local t = { foo = "hello", bar = "world" }

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Strings

When using the concatenation operator, do insert spaces around it:

-- bad
local str = "hello ".."world"

-- good
local str = "hello " .. "world"

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Functions

Prefer the function syntax over variable syntax:

-- bad
local foo = function()

end

-- good
local function foo()

end

Perform validation early and return as early as possible:

-- bad
local function check_name(name)
  local valid = #name > 3
  valid = valid and #name < 30

  -- other validations

  return valid
end

-- good
local function check_name(name)
  if #name <= 3 or #name >= 30 then
    return false
  end

  -- other validations

  return true
end

Follow the return values conventions: Lua supports multiple return values, and by convention, handles recoverable errors by returning nil plus a string describing the error:

-- bad
local function check()
  local ok, err = do_thing()
  if not ok then
    return false, { message = err }
  end

  return true
end

-- good
local function check()
  local ok, err = do_thing()
  if not ok then
    return nil, "could not do thing: " .. err
  end

  return true
end

When a function call makes a line go over 80 characters, do align the overflowing arguments to the first one:

-- bad
local str = string.format("SELECT * FROM users WHERE first_name = '%s'", first_name)

-- good
local str = string.format("SELECT * FROM users WHERE first_name = '%s'",
                          first_name)

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Conditional expressions

Avoid writing 1-liner conditions, do indent the child branch:

-- bad
if err then return nil, err end

-- good
if err then
  return nil, err
end

When testing the assignment of a value, do use shortcuts, unless you care about the difference between nil and false:

-- bad
if str ~= nil then

end

-- good
if str then

end

When creating multiple branches that span multiple lines, do include a blank line above the elseif and else statements:

-- bad
if foo then
  do_stuff()
  keep_doing_stuff()
elseif bar then
  do_other_stuff()
  keep_doing_other_stuff()
else
  error()
end

-- good
if thing then
  do_stuff()
  keep_doing_stuff()

elseif bar then
  do_other_stuff()
  keep_doing_other_stuff()

else
  error()
end

For one-line blocks, blank lines are not necessary:

--- good
if foo then
  do_stuff()
else
  error("failed!")
end

Note in the correct "long" example that if some branches are long, then all branches are created with the preceding blank line (including the one-liner else case).

When a branch returns, do not create subsequent branches, but write the rest of your logic on the parent branch:

-- bad
if not str then
  return nil, "bad value"
else
  do_thing(str)
end

-- good
if not str then
  return nil, "bad value"
end

do_thing(str)

When assigning a value or returning from a function, do use ternaries if it makes the code more readable:

-- bad
local foo
if bar then
  foo = "hello"

else
  foo = "world"
end

-- good
local foo = bar and "hello" or "world"

When an expression makes a line longer than 80 characters, do align the expression on the following lines:

-- bad
if thing_one < 1 and long_and_complicated_function(arg1, arg2) < 10 or thing_two > 10 then

end

-- good
if thing_one < 1 and long_and_complicated_function(arg1, arg2) < 10
   or thing_two > 10
then

end

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