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docs: align engineering conventions for Cursor migration (PLAT-62)
157 lines
8.4 KiB
Markdown
157 lines
8.4 KiB
Markdown
# Git Workflow
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## Branching
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- Never commit directly to `main`
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- Delete branches after merge
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- Use the appropriate branch prefix for the type of work:
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| Prefix | Use when |
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|---|---|
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| `feature/<description>` | Adding new functionality or enhancing existing features |
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| `fix/<description>` | Fixing a non-urgent defect found during development or testing |
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| `hotfix/<description>` | Fixing a production issue that needs immediate attention |
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| `chore/<description>` | Routine maintenance, cleanup, dependency bumps, or tooling |
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| `docs/<description>` | Documentation-only changes |
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| `refactor/<description>` | Restructuring code without changing behavior |
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| `release/<description>` | Preparing a release (version bump, tag, changelog) |
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The prefixes mirror the commit types in [commit-messages.md](commit-messages.md#types), so the branch and its commits speak the same vocabulary. Use kebab-case for the description (e.g. `feature/add-receipt-parser`).
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**fix vs hotfix:** Use `fix/` for defects caught before they affect production (failing tests, broken dev flows, issues found in review). Use `hotfix/` only when production is impacted and the fix needs to bypass normal review cadence.
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**Jira key:** The Jira key does not go in the branch name. It goes in the PR title as a suffix (e.g. `feat(parser): add receipt parser (DEV-123)`). See [pull-requests.md](pull-requests.md#title) and [Linking to Jira](#linking-to-jira) below.
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## Commits
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- Commit each logical change individually with a descriptive message
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- See [commit-messages.md](commit-messages.md) for formatting rules
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- Keep the working tree clean: commit or stash before switching context
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## Linking to Jira
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Work is tracked in Jira (`seahaven.atlassian.net`). Jira is the source of truth for *work*; GitHub is the source of truth for *code*. We do not duplicate issues between the two — we link them.
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The org-level **GitHub for Jira** app is already installed across all repos. It detects the Jira issue key (e.g. `DEV-123`) wherever it appears and surfaces the branch, commits, PR, and deployment status in that issue's development panel automatically. To make that happen:
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- **Required:** include the key at the end of the PR title in parentheses — `feat(parser): add receipt parser (DEV-123)`. See [pull-requests.md](pull-requests.md#title) for the full format.
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- **Recommended:** include the key in the `Refs:` trailer of each commit (see [commit-messages.md](commit-messages.md#referencing-issues)).
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Branch names do not carry Jira keys. The required linkage point is the PR title.
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### Smart Commit commands
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The integration also accepts inline commands in commit messages to act on the issue without opening Jira:
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| Command | Effect |
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| `PROJ-123 #comment <text>` | Add a comment to the issue |
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| `PROJ-123 #time 2h <text>` | Log work |
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| `PROJ-123 #done` (or another transition name) | Transition the issue |
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Transition names are case-insensitive and match the issue's workflow (`#in-progress`, `#done`). Use these sparingly; the link itself is the main goal, not driving the whole workflow from commits.
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## Deploying
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CI-on-merge is the only sanctioned deploy path. A change reaches an environment by merging its PR into `main` and letting the repo's pipeline deploy, or through a `workflow_dispatch` run of that same pipeline where the repo configures one. Nobody deploys from a workstation.
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The standard flow for changes that deploy to AWS:
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1. Create a feature branch (`feature/add-receipt-parser`)
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2. Develop and commit locally
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3. Open a PR via `gh pr create`
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4. Get the review, and confirm CI is green (`gh pr checks`)
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5. Merge the PR on GitHub
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6. The pipeline deploys on the merge to `main`, or on a `workflow_dispatch` run where the repo is set up that way
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7. Verify the deployed environment; if it is wrong, roll forward with a follow-up PR
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A local deploy puts code into an environment that no reviewed commit describes, and its result depends on whoever ran it having the right credentials and a clean working tree. The pipeline deploys a known commit with the repo's own OIDC role every time. See [cicd.md](cicd.md).
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### Legacy exception: deploy-then-merge
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Merging the feature branch into `main` locally, deploying by hand (`sam deploy`, `cdk deploy`), and only then merging the PR on GitHub is a legacy pattern. It is not a default and it is not available on request. Both of these must hold:
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- **The change is data-loss-prone and stateful.** A resource replacement that would recreate a table or bucket, a one-way schema or data migration, or a stack operation that has to be watched and aborted mid-flight, where an automated deploy or rollback could destroy data.
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- **Adam has signed off on that specific deploy in advance.**
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Write the justification into the PR description under `## Notes`: what the stateful risk is, and where the sign-off happened. An exception that is not written down is not an exception, so use the pipeline.
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## Push Discipline
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- Push regularly; don't accumulate unpushed commits
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- Never force push `main`
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- Never amend or rewrite commits already pushed to `main`
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- If you need to add context to a past change, use PR descriptions or issue comments
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## Versioning
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Use [Semantic Versioning](https://semver.org/) (SemVer) as the standard: `MAJOR.MINOR.PATCH`.
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| Increment | When |
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| `MAJOR` | Breaking changes to the public API or contract (removed endpoints, changed request/response shapes, incompatible config changes) |
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| `MINOR` | New functionality that is backwards-compatible (new endpoints, new optional fields, new features) |
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| `PATCH` | Backwards-compatible bug fixes, dependency updates, documentation corrections |
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### When to version
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Not every project needs versioning. Apply SemVer when the project has consumers that depend on its interface:
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| Version | Don't version |
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| Published packages (npm, PyPI) | Internal SAM stacks with no external consumers |
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| Public APIs with external consumers | One-off scripts and migration tools |
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| Shared libraries used across repos | Internal tools used only by the team that builds them |
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| CLIs distributed to users | |
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### How to tag
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Create annotated tags on `main` after the PR is merged:
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```bash
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git tag -a v1.2.0 -m "v1.2.0"
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git push origin v1.2.0
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```
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Start at `v0.1.0` for new projects. Move to `v1.0.0` when the interface is stable and has external consumers.
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## Git Hooks
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The global security `pre-push` hook at `~/.config/git/hooks/pre-push` is the only pre-push hook in active use. It runs the workstation security scanner before every push and is the deterministic gate for catching secrets and high-severity findings locally. Linting (ruff, tsc/eslint) runs in CI, not in pre-push.
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The [`hooks/`](hooks/) directory ships a `pre-push` shim for use by repos that set their own `core.hooksPath`. That shim re-execs the global hook rather than replacing it. It is not an npm-ci runner and is not a general-purpose pre-push template.
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### `core.hooksPath` shadows, it does not merge
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`core.hooksPath` names a single directory, not a search path. Setting it in a repo (for example to a tracked `.githooks/`) makes git run hooks *only* from there and ignore the machine-global hooks directory completely. Where that global directory holds a mandatory hook, such as the workstation security `pre-push`, a repo-local `core.hooksPath` silently disables it: no error, no output, no gate.
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A repo that sets its own `core.hooksPath` must ship a `pre-push` that re-execs the global hook instead of replacing it:
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```bash
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#!/usr/bin/env bash
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GLOBAL="${SH_GLOBAL_HOOKS:-$HOME/.config/git/hooks}/pre-push"
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if [ ! -x "$GLOBAL" ]; then
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echo "pre-push: global security hook is missing or not executable: $GLOBAL" >&2
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exit 1
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fi
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exec "$GLOBAL" "$@" # passes args and stdin, preserves the exit code
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```
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Two consequences:
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- An installer that sets `core.hooksPath` must verify the shim delegates **before** it touches the config, and refuse to install if the delegation is missing or broken.
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- A tracked hooks directory only exists on branches that contain it, so the gate is off on every branch that predates it. Land the hooks directory on all long-lived branches before installing.
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Check what is actually in effect with `git config core.hooksPath` and `git config --local core.hooksPath`, then confirm the repo's `pre-push` still execs the global one.
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## Cleaning Up
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After a PR is merged:
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```bash
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git checkout main
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git pull
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git branch -d feature/add-receipt-parser
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```
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Don't let stale local branches or untracked project directories accumulate.
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