This document seeks to outline how we as a community use GitHub Issues to track bugs and feature requests while still catering to development practices & project management (e.g., release cycles, feature planning, priority sorting, etc.).
Topics:
Note
This document is written in the style of an FAQ. For easier navigation, use GitHub's table of contents feature.
Note
"Issue sorting" is similar to that of "triaging", but we've chosen to use different terminology because "triaging" is a word related to very weighty topics (e.g., injuries and war) and we would like to be sensitive to those connotations. Additionally, we are taking a more "fuzzy" approach to sorting (e.g., severities may not be assigned, etc.).
"Issue Sorting" refers to the process of assessing the priority of incoming issues. Below is a high-level diagram of the flow of issues:
flowchart LR
subgraph flow_sorting [Issue Sorting]
board_sorting{{Sorting}}
board_support{{Support}}
board_sorting<-->board_support
end
subgraph flow_refinement [Refinement]
board_backlog{{Backlog}}
board_backlog-- refine -->board_backlog
end
subgraph flow_progress [In Progress]
board_progress{{In Progress}}
end
state_new(New Issues)
state_closed(Closed)
state_new-->board_sorting
board_sorting-- investigated -->board_backlog
board_sorting-- duplicates, off-topic -->state_closed
board_support-- resolved, unresponsive -->state_closed
board_backlog-- pending work -->board_progress
board_backlog-- resolved, irrelevant -->state_closed
board_progress-- resolved -->state_closed
At the most basic "bird's eye view" level, sorted issues will fall into the category of four main priority levels:
- Do now
- Do sometime
- Provide user support
- Never do (i.e., close)
At its core, sorting enables new issues to be placed into these four categories, which helps to ensure that they will be processed at a velocity similar to or exceeding the rate at which new issues are coming in. One of the benefits of actively sorting issues is to avoid engineer burnout and to make necessary work sustainable; this is done by eliminating a never-ending backlog that has not been reviewed by any maintainers.
There will always be broad-scope design and architecture implementations that the maintainers will be interested in pursuing; by actively organizing issues, the sorting engineers will be able to more easily track and tackle both specific and big-picture goals.
Sorting engineers are a conda governance sub-team; they are a group of community members who are responsible for making decisions regarding closing issues and setting feature work priorities, among other sorting-related tasks.
New issues that are opened in any of the repositories in the conda GitHub organization will show up in the "Sorting" tab of the Planning project. There are two GitHub Actions workflows utilized for this purpose; .github/workflows/issues.yml
and .github/workflows/project.yml
.
The GitHub Actions in the conda/infrastructure
repository are viewed as canonical; the .github/workflows/sync.yml
workflow sends out any modifications to other conda
repositories from there.
Issues in the "Sorting" tab of the project board are considered ready for the following procedures:
- Mitigation via short-term workarounds and fixes
- Redirection to the correct project
- Determining if support can be provided for errors and questions
- Closing out of any duplicate/off-topic issues
The sorting engineers on rotation are not seeking to resolve issues that arise. Instead, the goal is to understand the issue and to determine whether it is legitimate, and then to collect as much relevant information as possible so that the maintainers can make an informed decision about the appropriate resolution schedule.
Issues will remain in the "Sorting" tab as long as the issue is in an investigatory phase (e.g., querying the user for more details, asking the user to attempt other workarounds, other debugging efforts, etc.) and are likely to remain in this state the longest, but should still be progressing over the course of 1-2 weeks.
For more information on the sorting process, see Issue Sorting Procedures.
Items move out of the "Sorting" tab once the investigatory phase described in What is done about the issues in the "Sorting" tab? has concluded and the sorting engineer has enough information to make a decision about the appropriate resolution schedule for the issue. The additional tabs in the project board that the issues can be moved to include the following:
- "Support" - Any issue in the "Support" tab of the Planning board is a request for support and is not a feature request or a bug report. Add the
type::support
label to move an issue to this tab. - "Backlog" - The issue has revealed a bug or feature request. We have collected enough details to understand the problem/request and to reproduce it on our own. These issues have been moved into the Backlog tab of the Planning board at the end of the sorting rotation during Refinement. Add the
backlog
label to move an issue to this tab. - "Closed" - The issue was closed due to being a duplicate, being redirected to a different project, was a user error, a question that has been resolved, etc.
Once issues are deemed ready to be worked on, they will be moved to the "Backlog" tab of the Planning board. Once actively in progress, the issues will be moved to the "In Progress" tab of the Planning board and then closed out once the work is complete.
Issues are "backlogged" when they have been sorted but not yet earmarked for an upcoming release.
Global automation procedures synced out from the conda/infrastructure
repo include:
- Marking of issues and pull requests as stale, resulting in:
- issues marked as
type::support
being labeled stale after 21 days of inactivity and being closed after 7 further days of inactivity (that is, closed after 30 inactive days total) - all other inactive issues (not labeled as
type::support
being labeled stale after 365 days of inactivity and being closed after 30 further days of inactivity (that is, closed after an approximate total of 1 year and 1 month of inactivity) - all inactive pull requests being labeled stale after 365 days of inactivity and being closed after 30 further days of inactivity (that is, closed after an approximate total of 1 year and 1 month of inactivity)
- issues marked as
- Locking of closed issues and pull requests with no further activity after 365 days
- Adding new issues and pull requests to the respective project boards
- Indicating an issue is ready for the sorting engineer's attention by toggling
pending::feedback
withpending::support
after a contributor leaves a comment - Verifying that contributors have signed the CLA before allowing pull requests to be merged; if the contributor hasn't signed the CLA previously, merging is be blocked until a manual review can be done
- Syncing out templates, labels, workflows, and documentation from
conda/infrastructure
to the other repositories
Issues in the "Sorting" tab of the Planning board are reviewed by issue sorting engineers, who take rotational sorting shifts. In the process of sorting issues, engineers label the issues and move them to the other tabs of the project board for further action.
Issues that require input from multiple members of the sorting team will be brought up during refinement meetings in order to understand how those particular issues fit into the short- and long-term roadmap. These meetings enable the sorting engineers to get together to collectively prioritize issues, earmark feature requests for specific future releases (versus a more open-ended backlog), tag issues as ideal for first-time contributors, as well as whether or not to close/reject specific feature requests.
Labeling is a very important means for sorting engineers to keep track of the current state of an issue with regards to the asynchronous nature of communicating with users. Utilizing the proper labels helps to identify the severity of the issue as well as to quickly understand the current state of a discussion.
Each label has an associated description that clarifies how the label should be used. Hover on the label to see its description. Label colors are used to distinguish labels by category.
Generally speaking, labels with the same category are considered mutually exclusive, but in some cases labels sharing the same category can occur concurrently, as they indicate qualifiers as opposed to types. For example, we may have the following types, type::bug
, type::feature
, and type::documentation
, where for any one issue there would be at most one of these to be defined (i.e. an issue should not be a bug and a feature request at the same time). Alternatively, with issues involving specific operating systems (i.e., os::linux
, os::macos
, and os::windows
), an issue could be labeled with one or more, depending on the system(s) the issue occurs on.
Please note that there are also automation policies in place that are affected by labeling. For example, if an issue is labeled as type::support
, that issue will be marked stale
after 21 days of inactivity and auto-closed after seven more days without activity (30 inactive days total), which is earlier than issues without this label. See What automation procedures are currently in place? for more details.
At minimum, both type
and source
labels should be specified on each issue before moving it from the "Sorting" tab to the "Backlog" tab. All issues that are bugs should also be tagged with a severity
label.
The type
labels are exclusive of each other: each sorted issue should have exactly one type
label. These labels give high-level information on the issue's classification (e.g., bug, feature, tech debt, etc.)
The source
labels are exclusive of each other: each sorted issue should have exactly one source
label. These labels give information on the sub-group to which the issue's author belongs (e.g., a partner, a frequent contributor, the wider community, etc.). Through these labels, maintainers gain insight into how well we're meeting the needs of various groups.
The severity
labels are exclusive of each other and, while required for the type::bug
label, they can also be applied to other types to indicate demand or need. These labels help us to prioritize our work. Severity is not the only factor for work prioritization, but it is an important consideration.
Please review the descriptions of the type
, source
, and severity
labels on the labels page prior to use.
Labels are defined using a scoped syntax with an optional high-level category (e.g., source
, tag
, type
, etc.) and a specific topic, much like the following:
[topic]
[category::topic]
[category::topic-phrase]
This syntax helps with issue sorting enforcement, as it helps to ensure that sorted issues are, at minimum, categorized by type and source.
There are a number of labels that have been defined for the different repositories. In order to create a streamlined sorting process, label terminologies are standardized using similar (if not the same) labels.
New global labels (i.e., labels that apply equally to all repositories within the conda GitHub organization) are added to conda/infrastructure
's .github/global.yml
file; new local labels (i.e., labels specific to particular repositories) are added to each repository's .github/labels.yml
file. All new labels should follow the labeling syntax described in "How are new labels defined?". Global labels are combined with any local labels and these aggregated labels are used by the .github/workflows/labels.yml
workflow to synchronize the labels available for the repository.
Some of the same types of issues appear regularly (e.g., issues that are duplicates of others, issues that should be filed in the Anaconda issue tracker, errors that are due to a user's specific setup/environment, etc.).
Below are some boilerplate responses for the most commonly-seen issues to be sorted:
Duplicate Issue
This is a duplicate of [link to primary issue]; please feel free to continue the discussion there.
[!WARNING] Apply the https://github.com/conda/infrastructure/labels/duplicate label to the issue being closed and https://github.com/conda/infrastructure/labels/duplicate%3A%3Aprimary to the original issue.
Requesting an Uninstall/Reinstall of conda
Please uninstall your current version of `conda` and reinstall the latest version. Feel free to use either the [miniconda](https://docs.conda.io/en/latest/miniconda.html) or [anaconda](https://www.anaconda.com/products/individual) installer, whichever is more appropriate for your needs.
Redirect to Anaconda Issue Tracker
Thank you for filing this issue! Unfortunately, this is off-topic for this repo. If you are still encountering this issue please reopen in the [Anaconda issue tracker](https://github.com/ContinuumIO/anaconda-issues/issues) where `conda` installer/package issues are addressed.
[!WARNING] Apply the https://github.com/conda/infrastructure/labels/off-topic label to these issues before closing them out.
Redirecting to Nucleus Forums
Unfortunately, this issue is outside the scope of support we offer via GitHub; if you continue to experience the problems described here, please post details to the [Nucleus forums](https://community.anaconda.cloud/).
[!WARNING] Apply the https://github.com/conda/infrastructure/labels/off-topic label to these issues before closing them out.
Slow solving of conda environment
Hi [@username], Thanks for voicing your concern about the performance of the classic dependency solver. To fix this, our official recommendation is using the new default "conda-libmamba-solver" instead of the classic solver (more information about the "conda-libmamba-solver" can be found here: https://conda.github.io/conda-libmamba-solver/getting-started/). In most cases "conda-libmamba-solver" should be significantly faster than the "classic" solver. We hope it provides you with a much better experience going forward.
In order to not have to manually type or copy/paste the above repeatedly, note that it's possible to add text for the most commonly-used responses via GitHub's "Add Saved Reply" option.
For all conda maintainers, we require commit signing and strongly recommend it for all others wishing to contribute to conda related projects. More information about how to set this up within GitHub can be found here:
TODO
TODO
"Spike" is a term that is borrowed from extreme programming and agile development. They are used when the outcome of an issue is unknown or even optional. For example, when first coming across a problem that has not been solved before, a project may choose to either research the problem or create a prototype in order to better understand it.
Additionally, spikes represent work that may or may not actually be completed or implemented. An example of this are prototypes created to explore possible solutions. Not all prototypes are implemented and the purpose of creating a prototype is often to explore the problem space more. For research-oriented tasks, the end result of this research may be that a feature request simply is not viable at the moment and would result in putting a stop to that work.
Finally, spikes are usually timeboxed. However, given the open source/volunteer nature of our contributions, we do not enforce this for our contributors. When a timebox is set, this means that we are limiting how long we want someone to work on said spike. We do this to prevent contributors from falling into a rabbit hole they may never return from. Instead, we set a time limit to perform work on the spike and then have the assignee report back. If the tasks defined in the spike have not yet been completed, a decision is made on whether it makes sense to perform further work on the spike.
A spike should be created when we do not have enough information to move forward with solving a problem. That simply means that, whenever we are dealing with unknowns or processes the project team has never encountered before, it may be useful for us to create a spike.
In day-to-day work, this kind of situation may appear when new bug reports or feature requests come in that deal with problems or technologies that the project team is unfamiliar with. All issues that the project team has sufficient knowledge of should instead proceed as regular issues.
Below are some common scenarios where creating a spike is not appropriate:
- Writing a technical specification for a feature we know how to implement
- Design work that would go into drafting how an API is going to look and function
- Any work that must be completed or is not optional
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