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CONTRIBUTING.md

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Contributing

    Packages                                                                                 Source Files    Teamwork     Basics - Metadata - AU Script - UI Automation


This repository presents the latest and highest package standards. The purpose of this repository is to provide packages that are:

  • Stable - Current and earlier versions should generally work so you could depend on them. The most stable packages are those that are embedded (see 1.1.4).
  • High quality - Packages should be resilient and should provide parameters where adequate.
  • Free - Packages should be generally usable by anybody without any special prerequisites.

To achieve those goals we are using the following priorities when adding new or maintaing existing packages:

  1. Cross platform FOSS packages.
  2. Windows only FOSS packages.
  3. Freeware packages.
  4. Commercial packages with unrestricted trials.

The following rules also apply:

  1. When packages have the same priorities, software with higher number of users will generally be considered more important.
  2. Applications without english localization are not accepted in this repository.
  3. The core team may decide to stop supporting a package after a discussion. This may happen if the package requires too much dedication during maintenance.

For existing packages that no longer fit above principles chocolatey user will be removed from the list of the maintainers.

The following sections present complete set of guideliness, please read them carefully, especially since some of the rules are enforced and if broken will result in the failed PR build.

1. Packages

1.1 Basics

1.1.1 Conform to guidelines

Conform with the official package creation guidelines and take a look at quick start guide on how to create packages.

You should also know how to deprecate a package.

1.1.2 Manual or automatic

Decide if package is manual or automatic. Generally, packages without vendor updates for minimum 3 years should be considered manual. Automatic packages must use AU module.

1.1.3 Naming

Both package root directory and nuspec file should be named the same as the package Id with all lower letters. This is only relevant for new packages, as changing casing on existing packages may have negative side effects

1.1.4 Embed a package if allowed

Embedded packages include the packaged software directly in the nupkg archive instead of downloading it. Only tools that allow redistribution in their license can be embedded and such packages must include two additional files in the directory legal - VERIFICATION.txt and License.txt.

Its recommended to create embedded packages because they don't depend on vendor site working and substantially reduce the network related problems - 404 (file not found) problem and potential vendor bandwidth leaching issues are completely solved by embedding.

Binary files can not be generally checked in into this repository because that will bloat it too much. The repository is ignoring binary files via .gitignore. Automatic packages use AU functions to produce correct package that includes binaries during automatic update procedure. See the following packages as an example: qbittorent, less, smplayer.

For software that explicitly doesn't allow redistribution via adequate license then one may contact the vendor, ask for the redistribution rights and provide proof in the package in the form of:

  • PDF of a signed license
  • signed letter
  • PDF of an email chain granting that permission

As an example take a look at the activepresenter package. Embeding non-allowed binaries may have legal repercussions.

NOTE: 200MB is the maximum size of the package. Larger tools must be downloaded from a vendor site or mirror.

1.1.5 Support multiple versions

Packages should support multiple versions if possible - do not use URLs that are not version specific with non-embedded packages as they will install wrong versions when users provide the --version parameter to choco install. If this is not possible, add a note that package doesn't support multiple versions.

1.1.6 Support multiple architectures

  • If the package doesn't support x64 bit version, do not use url64bit and related x64 parameters of Install-ChocolateyPackage.
  • If package is only x64, do not use url and related x32 parameters for future Windows Nano server compatibility.
  • If the same url is provided for both x64 bit and x32 bit versions, only use the url and the related parameters. Do not use url64bit and its related x64 bit parameters.

1.1.7 Clean code

Remember, code is written for humans, not for computers. Otherwise we'd all write assembly. So it's better to be able to reason about code than it is to take shortcuts that make code harder to decipher.

If you created custom helper functions put them all in the helpers.ps1 to keep installer clean and understandable (example).

Chocolatey extension chocolatey-core.extension provides functions that can make the code even more understandable.

1.1.8 Set softwareName

If the package uses Install-ChocolateyPackage softwareName should be set to represent software Display Name correctly. You can use myuninstaller package to quickly determine it (it's called Entry Name here).

This information is used for the licensed edition of chocolatey to detect if the software is installed (Business edition) and when the software have been uninstalled (Pro edition).

1.1.9 Test locally

Before pull request make sure package can install and uninstall correctly using the chocolatey test environment. It is used as a reference machine to prevent it works on my computer syndrome. AU function Test-Package -Vagrant can speed this up.

Although all PR's are tested on appveyor, all packages are expected to have been locally tested before the PR was submitted

1.1.10 Dependency versions

  1. When taking a dependency on an extension, specify the minimum version. Without this, any version satisfies the dependency. That means unless someone upgrades the extension outside of their process or incidentally install some package that uses newer version explicitly set, it will not automatically upgrade to the latest version.
  2. When creating a dependency for virtual package, use exact version of the dependent package (.install or .portable) which should be the same as that of virtual package.
  3. When taking a dependency on anything else, specify minimum or exact version.

1.1.11 Provide uninstaller only if needed

Packages should have uninstaller if auto uninstall doesn't work.

1.1.12 Ensure compatibility with PowerShell v2+

Chocolatey supports PowerShell v2+ because it supports Windows 7+/Windows Server 2008+ (Windows Server 2003 is supported currently, but is deprecated and expected to be removed in a future version). Due to that, PowerShell v2 is expected to work when you run anything here.

1.1.13 Chocolatey compatibility

Packages are expected to be compatible with the Chocolatey version available 12 months ago. If a later version of Chocolatey is required, then a dependency on the earliest version compatible with the package must be added.

1.2 Metadata

1.2.1 Obligatory metadata

Make sure the following metadata is present and correct (unless it doesn't apply): packageSourceUrl, projectSourceUrl, docsUrl, bugTrackerUrl, releaseNotes, licenseUrl, iconUrl.

packageSourceUrl must not point to the repository root but to the package root directory.

1.2.2 Obligatory tags

Keep tags lowercase. Use - between words. The following tags are mandatory to use if they apply:

tag meaning
foss for all free and open source packages
cross-platform for all packages available on other platforms then Windows
freeware for all freeware but not open source packages
trial for all propriatery commercial tools that require license
cli for all command line tools
games for all games

Note: If the software provides both free and paid variant within the same executable so that free version doesn't have a time limit, mark them as both freeware and trial.

1.2.3 Informative description

Description is maintained in the README.md file in the root of the package and automatically set in the nuspec by AU during an update. It should include the following 2nd level headers (##) in the given order:

header meaning
Features Bullet list with basic software functionality
Package parameters Bullet list with of all package parameters
Notes Bullet list with any special information to the user if any

1.2.4 Add chocolatey among owners

Keep any exisiting owners and add chocolatey user before all others.

1.2.5 Provide icon

Packages must have an icon if one is available. The icon must be named the same as the package and is placed in the icons directory.

If the package name ends with either .install or .portable those suffixes may be ignored in the icon name.

When icon is added to this folder it will automatically be set in the nuspec file and README.md that contains <img> tag.

NOTE: If the packaged software do not provide an icon, add the following to the package metadata file: <!-- IconUrl: Skip check -->.

1.3 AU Script

1.3.1 Use UseBasicParsing [Optional]

If you use Invoke-WebRequest to download a web page, try to use UseBasicParsing if possible. Otherwise, the script will require IE engine installed on Windows Server used to run the updater and may also break due to the accept cookie popup (see #382).

1.3.2 Do not download large files

Unless the package installer/executable/archive needs some special handling (like the need to read version from file, or something else not available to be handled by AU), anything bigger then few MB should never be downloaded within au_GetLatest function. Normally, the files are downloaded during the embeding process by the au_BeforeUpdate.

1.3.3 Specify correct NuspecVersion

Since commit message is used to push packages to the community repository (CR), prior to commit of the AU package specify correct NuspecVersion in the nuspec file as follows:

  1. If you want to fix the exisiting CR package version for which no update is available at vendor specify the NuspecVersion the same as RemoteVersion.
  2. If you want to push new package version to CR and RemoteVersion doesn't exist on CR, set NuspecVersion to 0.0. AU updater will then bring the version to correct one during the next AU run and commit it to the git repository.
  3. If you want to fix package that is pushed but not yet approved (for example it fails verifier) do the same as in first case but request in PR comment that you want version explicitelly set.

NOTE: Automatic fix version doesn't work if package is using the revision part of the version (4th number). In that case explicit version must be used: [AU package:version].

1.4 UI Automation

Some installers do not provide silent arguments and can be difficult to automate.

If the package needs to perform tasks that cannot be done with command line switches, e.g. clicking away a prompt during installation that cannot be suppressed like for example in the dropbox package, you can use AutoHotkey. Make autohotkey.portable a dependency of the package. Prefer AutoHotkey over AutoIt, because AutoHotkey is more lightweight, FOS and more actively developed than AutoIt.

1.4.1 Work on all locales

Script must work on every locale available for Windows, so be careful when using strings of text of window in the script that could be different in another language.

1.4.2 Avoid brittle scripts

Do not create brittle scripts that work only when user doesn't interfer. All script elements should be as precise as possible - for instance, instead of using Send function which will work correctly only if the desired window is active, use ControlSend which doesn't require window activation or use BlockInput for short period of time.

2. Source Files

2.1 Encoding

Always use UTF-8 without BOM for the *.nuspec and UTF-8 with BOM for the *.ps1 files. See character encodings.

2.2 Code style

Do not commit code with obvious styling problems such as irregular indentation levels, very long lines, too many comments, too many empty lines, etc.

The project contains .editorconfig file that can be used with many editors via EditorConfig plugins.

Keep the package source files clean and remove obsolete or outdated code and unnecessary comments. Comment non-obvious code so that others can easily understand what it does.

3. Teamwork

Good communication is essential so please take a look at etiquette regarding it.

3.1 Single package per push request

All contributors should issue pull request containing single package. In special cases multiple packages per PR can be allowed.

3.2 Pull request expires after 6 months

PRs that remain open for 6 months without any feedback may be closed.

3.3 Open issue expires after 6 months

Issues that remain open for 6 months without any feedback may be closed.

3.4 Pull request one package

Do not mix multiple packages in single pull request unless in specific special cases that fix common problem.