mirror of https://github.com/zulip/zulip.git
491 lines
25 KiB
Markdown
491 lines
25 KiB
Markdown
# Contributing guide
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Welcome to the Zulip community!
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## Zulip development community
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The primary communication forum for the Zulip community is the Zulip
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server hosted at [chat.zulip.org](https://chat.zulip.org/):
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- **Users** and **administrators** of Zulip organizations stop by to
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ask questions, offer feedback, and participate in product design
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discussions.
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- **Contributors to the project**, including the **core Zulip
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development team**, discuss ongoing and future projects, brainstorm
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ideas, and generally help each other out.
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Everyone is welcome to [sign up](https://chat.zulip.org/) and
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participate — we love hearing from our users! Public streams in the
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community receive thousands of messages a week. We recommend signing
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up using the special invite links for
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[users](https://chat.zulip.org/join/t5crtoe62bpcxyisiyglmtvb/),
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[self-hosters](https://chat.zulip.org/join/wnhv3jzm6afa4raenedanfno/)
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and
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[contributors](https://chat.zulip.org/join/npzwak7vpmaknrhxthna3c7p/)
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to get a curated list of initial stream subscriptions.
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To learn how to get started participating in the community, including [community
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norms](https://zulip.com/development-community/#community-norms) and [where to
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post](https://zulip.com/development-community/#where-do-i-send-my-message),
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check out our [Zulip development community
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guide](https://zulip.com/development-community/). The Zulip community is
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governed by a [code of
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conduct](https://zulip.readthedocs.io/en/latest/code-of-conduct.html).
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## Ways to contribute
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To make a code or documentation contribution, read our
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[step-by-step guide](#your-first-codebase-contribution) to getting
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started with the Zulip codebase. A small sample of the type of work that
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needs doing:
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- Bug squashing and feature development on our Python/Django
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[backend](https://github.com/zulip/zulip), web
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[frontend](https://github.com/zulip/zulip), React Native
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[mobile app](https://github.com/zulip/zulip-mobile), or Electron
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[desktop app](https://github.com/zulip/zulip-desktop).
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- Building out our
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[Python API and bots](https://github.com/zulip/python-zulip-api) framework.
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- [Writing an integration](https://zulip.com/api/integrations-overview).
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- Improving our [user](https://zulip.com/help/) or
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[developer](https://zulip.readthedocs.io/en/latest/) documentation.
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- [Reviewing code](https://zulip.readthedocs.io/en/latest/contributing/code-reviewing.html)
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and manually testing pull requests.
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**Non-code contributions**: Some of the most valuable ways to contribute
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don't require touching the codebase at all. For example, you can:
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- [Report issues](#reporting-issues), including both feature requests and
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bug reports.
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- [Give feedback](#user-feedback) if you are evaluating or using Zulip.
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- [Participate
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thoughtfully](https://zulip.readthedocs.io/en/latest/contributing/design-discussions.html)
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in design discussions.
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- [Sponsor Zulip](https://github.com/sponsors/zulip) through the GitHub sponsors program.
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- [Translate](https://zulip.readthedocs.io/en/latest/translating/translating.html)
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Zulip into your language.
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- [Stay connected](#stay-connected) with Zulip, and [help others
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find us](#help-others-find-zulip).
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## Your first codebase contribution
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This section has a step by step guide to starting as a Zulip codebase
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contributor. It's long, but don't worry about doing all the steps perfectly;
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no one gets it right the first time, and there are a lot of people available
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to help.
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- First, make an account on the
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[Zulip community server](https://zulip.com/development-community/),
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paying special attention to the community norms. If you'd like, introduce
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yourself in
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[#new members](https://chat.zulip.org/#narrow/stream/95-new-members), using
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your name as the topic. Bonus: tell us about your first impressions of
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Zulip, and anything that felt confusing/broken as you started using the
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product.
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- Read [What makes a great Zulip contributor](#what-makes-a-great-zulip-contributor).
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- [Install the development environment](https://zulip.readthedocs.io/en/latest/development/overview.html),
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getting help in
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[#provision help](https://chat.zulip.org/#narrow/stream/21-provision-help)
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if you run into any troubles.
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- Familiarize yourself with [using the development environment](https://zulip.readthedocs.io/en/latest/development/using.html).
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- Go through the [new application feature
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tutorial](https://zulip.readthedocs.io/en/latest/tutorials/new-feature-tutorial.html) to get familiar with
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how the Zulip codebase is organized and how to find code in it.
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- Read the [Zulip guide to
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Git](https://zulip.readthedocs.io/en/latest/git/index.html) if you
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are unfamiliar with Git or Zulip's rebase-based Git workflow,
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getting help in [#git
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help](https://chat.zulip.org/#narrow/stream/44-git-help) if you run
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into any troubles. Even Git experts should read the [Zulip-specific
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Git tools
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page](https://zulip.readthedocs.io/en/latest/git/zulip-tools.html).
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### Where to look for an issue
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Now you're ready to pick your first issue! Zulip has several repositories you
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can check out, depending on your interests. There are hundreds of open issues in
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the [main Zulip server and web app
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repository](https://github.com/zulip/zulip/issues?q=is%3Aopen+is%3Aissue+label%3A%22help+wanted%22)
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alone.
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You can look through issues tagged with the "help wanted" label, which is used
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to indicate the issues that are ready for contributions. Some repositories also
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use the "good first issue" label to tag issues that are especially approachable
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for new contributors.
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- [Server and web app](https://github.com/zulip/zulip/issues?q=is%3Aopen+is%3Aissue+label%3A%22help+wanted%22)
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- [Mobile apps](https://github.com/zulip/zulip-mobile/issues?q=is%3Aopen+is%3Aissue+label%3A%22help+wanted%22)
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- [Desktop app](https://github.com/zulip/zulip-desktop/issues?q=is%3Aopen+is%3Aissue+label%3A%22help+wanted%22)
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- [Terminal app](https://github.com/zulip/zulip-terminal/issues?q=is%3Aopen+is%3Aissue+label%3A"help+wanted")
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- [Python API bindings and bots](https://github.com/zulip/python-zulip-api/issues?q=is%3Aopen+is%3Aissue+label%3A%22help+wanted%22)
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### Picking an issue to work on
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There's a lot to learn while making your first pull request, so start small!
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Many first contributions have fewer than 10 lines of changes (not counting
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changes to tests).
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We recommend the following process for finding an issue to work on:
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1. Read the description of an issue tagged with the "help wanted" label and make
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sure you understand it.
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2. If it seems promising, poke around the product
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(on [chat.zulip.org](https://chat.zulip.org) or in the development
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environment) until you know how the piece being
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described fits into the bigger picture. If after some exploration the
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description seems confusing or ambiguous, post a question on the GitHub
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issue, as others may benefit from the clarification as well.
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3. When you find an issue you like, try to get started working on it. See if you
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can find the part of the code you'll need to modify (`git grep` is your
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friend!) and get some idea of how you'll approach the problem.
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4. If you feel lost, that's OK! Go through these steps again with another issue.
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There's plenty to work on, and the exploration you do will help you learn
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more about the project.
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Note that you are _not_ claiming an issue while you are iterating through steps
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1-4. _Before you claim an issue_, you should be confident that you will be able to
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tackle it effectively.
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If the lists of issues are overwhelming, you can post in
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[#new members](https://chat.zulip.org/#narrow/stream/95-new-members) with a
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bit about your background and interests, and we'll help you out. The most
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important thing to say is whether you're looking for a backend (Python),
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frontend (JavaScript and TypeScript), mobile (React Native), desktop (Electron),
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documentation (English) or visual design (JavaScript/TypeScript + CSS) issue, and a
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bit about your programming experience and available time.
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Additional tips for the [main server and web app
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repository](https://github.com/zulip/zulip/issues?q=is%3Aopen+is%3Aissue+label%3A%22help+wanted%22):
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- We especially recommend browsing recently opened issues, as there are more
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likely to be easy ones for you to find.
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- All issues are partitioned into areas like
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admin, compose, emoji, hotkeys, i18n, onboarding, search, etc. Look
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through our [list of labels](https://github.com/zulip/zulip/labels), and
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click on some of the `area:` labels to see all the issues related to your
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areas of interest.
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- Avoid issues with the "difficult" label unless you
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understand why it is difficult and are highly confident you can resolve the
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issue correctly and completely.
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### Claiming an issue
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#### In the main server/web app repository and Zulip Terminal repository
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The Zulip server/web app repository
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([`zulip/zulip`](https://github.com/zulip/zulip/)) and the Zulip Terminal
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repository ([`zulip/zulip-terminal`](https://github.com/zulip/zulip-terminal/))
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are set up with a GitHub workflow bot called
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[Zulipbot](https://github.com/zulip/zulipbot), which manages issues and pull
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requests in order to create a better workflow for Zulip contributors.
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To claim an issue in these repositories, simply post a comment that says
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`@zulipbot claim` to the issue thread. If the issue is tagged with a [help
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wanted](https://github.com/zulip/zulip/issues?q=is%3Aopen+is%3Aissue+label%3A%22help+wanted%22)
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label, Zulipbot will immediately assign the issue to you.
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Note that new contributors can only claim one issue until their first pull request is
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merged. This is to encourage folks to finish ongoing work before starting
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something new. If you would like to pick up a new issue while waiting for review
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on an almost-ready pull request, you can post a comment to this effect on the
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issue you're interested in.
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#### In other Zulip repositories
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There is no bot for other Zulip repositories
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([`zulip/zulip-mobile`](https://github.com/zulip/zulip-mobile/), etc.). If
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you are interested in claiming an issue in one of these repositories, simply
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post a comment on the issue thread saying that you'd like to work on it. There
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is no need to @-mention the issue creator in your comment.
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Please follow the same guidelines as described above: find an issue labeled
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"help wanted", and only pick up one issue at a time to start with.
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### Working on an issue
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You're encouraged to ask questions on how to best implement or debug your
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changes -- the Zulip maintainers are excited to answer questions to help you
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stay unblocked and working efficiently. You can ask questions in the [Zulip
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development community](https://zulip.com/development-community/), or on the
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GitHub issue or pull request.
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To get early feedback on any UI changes, we encourage you to post screenshots of
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your work in the [#design
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stream](https://chat.zulip.org/#narrow/stream/101-design) in the [Zulip
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development community](https://zulip.com/development-community/)
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For more advice, see [What makes a great Zulip
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contributor?](#what-makes-a-great-zulip-contributor)
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below.
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### Submitting a pull request
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When you believe your code is ready, follow the [guide on how to review
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code](https://zulip.readthedocs.io/en/latest/contributing/code-reviewing.html#how-to-review-code)
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to review your own work. You can often find things you missed by taking a step
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back to look over your work before asking others to do so. Catching mistakes
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yourself will help your PRs be merged faster, and folks will appreciate the
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quality and professionalism of your work.
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Then, submit your changes. Carefully reading our [Git guide][git-guide], and in
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particular the section on [making a pull request][git-guide-make-pr], will help
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avoid many common mistakes. If any part of your contribution is from someone
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else (code snippets, images, sounds, or any other copyrightable work, modified
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or unmodified), be sure to review the instructions on how to [properly
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attribute][licensing] the work.
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[licensing]: https://zulip.readthedocs.io/en/latest/contributing/licensing.html#contributing-someone-else-s-work
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Once you are satisfied with the quality of your PR, follow the
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[guidelines on asking for a code
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review](https://zulip.readthedocs.io/en/latest/contributing/code-reviewing.html#asking-for-a-code-review)
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to request a review. If you are not sure what's best, simply post a
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comment on the main GitHub thread for your PR clearly indicating that
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it is ready for review, and the project maintainers will take a look
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and follow up with next steps.
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It's OK if your first issue takes you a while; that's normal! You'll be
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able to work a lot faster as you build experience.
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If it helps your workflow, you can submit your pull request marked as
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a [draft][github-help-draft-pr] while you're still working on it, and
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then mark it ready when you think it's time for someone else to review
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your work.
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[git-guide]: https://zulip.readthedocs.io/en/latest/git/
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[git-guide-make-pr]: https://zulip.readthedocs.io/en/latest/git/pull-requests.html
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[github-help-draft-pr]: https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/proposing-changes-to-your-work-with-pull-requests/about-pull-requests#draft-pull-requests
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### Stages of a pull request
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Your pull request will likely go through several stages of review.
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1. If your PR makes user-facing changes, the UI and user experience may be
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reviewed early on, without reference to the code. You will get feedback on
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any user-facing bugs in the implementation. To minimize the number of review
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round-trips, make sure to [thoroughly
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test](https://zulip.readthedocs.io/en/latest/contributing/code-reviewing.html#manual-testing)
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your own PR prior to asking for review.
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2. There may be choices made in the implementation that the reviewer
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will ask you to revisit. This process will go more smoothly if you
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specifically call attention to the decisions you made while
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drafting the PR and any points about which you are uncertain. The
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PR description and comments on your own PR are good ways to do this.
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3. Oftentimes, seeing an initial implementation will make it clear that the
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product design for a feature needs to be revised, or that additional changes
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are needed. The reviewer may therefore ask you to amend or change the
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implementation. Some changes may be blockers for getting the PR merged, while
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others may be improvements that can happen afterwards. Feel free to ask if
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it's unclear which type of feedback you're getting. (Follow-ups can be a
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great next issue to work on!)
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4. In addition to any UI/user experience review, all PRs will go through one or
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more rounds of code review. Your code may initially be [reviewed by other
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contributors](https://zulip.readthedocs.io/en/latest/contributing/code-reviewing.html).
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This helps us make good use of project maintainers' time, and helps you make
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progress on the PR by getting more frequent feedback. A project maintainer
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may leave a comment asking someone with expertise in the area you're working
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on to review your work.
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5. Final code review and integration for server and web app PRs is generally done
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by `@timabbott`.
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#### How to help move the review process forward
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The key to keeping your review moving through the review process is to:
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- Address _all_ the feedback to the best of your ability.
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- Make it clear when the requested changes have been made
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and you believe it's time for another look.
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- Make it as easy as possible to review the changes you made.
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In order to do this, when you believe you have addressed the previous round of
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feedback on your PR as best you can, post a comment asking reviewers to take
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another look. Your comment should make it easy to understand what has been done
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and what remains by:
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- Summarizing the changes made since the last review you received.
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- Highlighting remaining questions or decisions, with links to any relevant
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chat.zulip.org threads.
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- Providing updated screenshots and information on manual testing if
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appropriate.
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The easier it is to review your work, the more likely you are to receive quick
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feedback.
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### Beyond the first issue
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To find a second issue to work on, we recommend looking through issues with the same
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`area:` label as the last issue you resolved. You'll be able to reuse the
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work you did learning how that part of the codebase works. Also, the path to
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becoming a core developer often involves taking ownership of one of these area
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labels.
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### Common questions
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- **What if somebody is already working on the issue I want do claim?** There
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are lots of issue to work on! If somebody else is actively working on the
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issue, you can find a different one, or help with
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reviewing their work.
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- **What if somebody else claims an issue while I'm figuring out whether or not to
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work on it?** No worries! You can contribute by providing feedback on
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their pull request. If you've made good progress in understanding part of the
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codebase, you can also find another "help wanted" issue in the same area to
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work on.
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- **What if there is already a pull request for the issue I want to work on?**
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Start by reviewing the existing work. If you agree with the approach, you can
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use the existing pull request (PR) as a starting point for your contribution. If
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you think a different approach is needed, you can post a new PR, with a comment that clearly
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explains _why_ you decided to start from scratch.
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- **Can I come up with my own feature idea and work on it?** We welcome
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suggestions of features or other improvements that you feel would be valuable. If you
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have a new feature you'd like to add, you can start a conversation [in our
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development community](https://zulip.com/development-community/#where-do-i-send-my-message)
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explaining the feature idea and the problem that you're hoping to solve.
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- **I think my PR is done, but it hasn't been merged yet. What's going on?**
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1. **Double-check that you have addressed all the feedback**, including any comments
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on [Git commit
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discipline](https://zulip.readthedocs.io/en/latest/contributing/version-control.html#commit-discipline).
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2. If all the feedback has been addressed, did you [leave a
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comment](#how-to-help-move-the-review-process-forward)
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explaining that you have done so and **requesting another review**? If not,
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it may not be clear to project maintainers or reviewers that your PR is
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ready for another look.
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3. There may be a pause between initial rounds of review for your PR and final
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review by project maintainers. This is normal, and we encourage you to **work
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on other issues** while you wait.
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4. If you think the PR is ready and haven't seen any updates for a couple
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of weeks, it can be helpful to **leave another comment**. Summarize the
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overall state of the review process and your work, and indicate that you
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are waiting for a review.
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5. Finally, **Zulip project maintainers are people too**! They may be busy
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with other work, and sometimes they might even take a vacation. ;) It can
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occasionally take a few weeks for a PR in the final stages of the review
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process to be merged.
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## What makes a great Zulip contributor?
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Zulip has a lot of experience working with new contributors. In our
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experience, these are the best predictors of success:
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- [Asking great questions][great-questions]. It's very hard to answer a general
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question like, "How do I do this issue?" When asking for help, explain your
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current understanding, including what you've done or tried so far and where
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you got stuck. Post tracebacks or other error messages if appropriate. For
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more advice, check out [our guide][great-questions]!
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- Learning and practicing
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[Git commit discipline](https://zulip.readthedocs.io/en/latest/contributing/version-control.html#commit-discipline).
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- Submitting carefully tested code. See our [detailed guide on how to review
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code](https://zulip.readthedocs.io/en/latest/contributing/code-reviewing.html#how-to-review-code)
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(yours or someone else's).
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- Posting
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[screenshots or GIFs](https://zulip.readthedocs.io/en/latest/tutorials/screenshot-and-gif-software.html)
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for frontend changes.
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- Working to [make your pull requests easy to
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review](https://zulip.readthedocs.io/en/latest/contributing/reviewable-prs.html).
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- Clearly describing what you have implemented and why. For example, if your
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implementation differs from the issue description in some way or is a partial
|
||
step towards the requirements described in the issue, be sure to call
|
||
out those differences.
|
||
- Being responsive to feedback on pull requests. This means incorporating or
|
||
responding to all suggested changes, and leaving a note if you won't be
|
||
able to address things within a few days.
|
||
- Being helpful and friendly on the [Zulip community
|
||
server](https://zulip.com/development-community/).
|
||
|
||
[great-questions]: https://zulip.readthedocs.io/en/latest/contributing/asking-great-questions.html
|
||
|
||
## Reporting issues
|
||
|
||
If you find an easily reproducible bug and/or are experienced in reporting
|
||
bugs, feel free to just open an issue on the relevant project on GitHub.
|
||
|
||
If you have a feature request or are not yet sure what the underlying bug
|
||
is, the best place to post issues is
|
||
[#issues](https://chat.zulip.org/#narrow/stream/9-issues) (or
|
||
[#mobile](https://chat.zulip.org/#narrow/stream/48-mobile) or
|
||
[#desktop](https://chat.zulip.org/#narrow/stream/16-desktop)) on the
|
||
[Zulip community server](https://zulip.com/development-community/).
|
||
This allows us to interactively figure out what is going on, let you know if
|
||
a similar issue has already been opened, and collect any other information
|
||
we need. Choose a 2-4 word topic that describes the issue, explain the issue
|
||
and how to reproduce it if known, your browser/OS if relevant, and a
|
||
[screenshot or screenGIF](https://zulip.readthedocs.io/en/latest/tutorials/screenshot-and-gif-software.html)
|
||
if appropriate.
|
||
|
||
**Reporting security issues**. Please do not report security issues
|
||
publicly, including on public streams on chat.zulip.org. You can
|
||
email [security@zulip.com](mailto:security@zulip.com). We create a CVE for every
|
||
security issue in our released software.
|
||
|
||
## User feedback
|
||
|
||
Nearly every feature we develop starts with a user request. If you are part
|
||
of a group that is either using or considering using Zulip, we would love to
|
||
hear about your experience with the product. If you're not sure what to
|
||
write, here are some questions we're always very curious to know the answer
|
||
to:
|
||
|
||
- Evaluation: What is the process by which your organization chose or will
|
||
choose a group chat product?
|
||
- Pros and cons: What are the pros and cons of Zulip for your organization,
|
||
and the pros and cons of other products you are evaluating?
|
||
- Features: What are the features that are most important for your
|
||
organization? In the best-case scenario, what would your chat solution do
|
||
for you?
|
||
- Onboarding: If you remember it, what was your impression during your first
|
||
few minutes of using Zulip? What did you notice, and how did you feel? Was
|
||
there anything that stood out to you as confusing, or broken, or great?
|
||
- Organization: What does your organization do? How big is the organization?
|
||
A link to your organization's website?
|
||
|
||
You can contact us in the [#feedback stream of the Zulip development
|
||
community](https://chat.zulip.org/#narrow/stream/137-feedback) or
|
||
by emailing [support@zulip.com](mailto:support@zulip.com).
|
||
|
||
## Outreach programs
|
||
|
||
Zulip regularly participates in [Google Summer of Code
|
||
(GSoC)](https://developers.google.com/open-source/gsoc/) and
|
||
[Outreachy](https://www.outreachy.org/). We have been a GSoC mentoring
|
||
organization since 2016, and we accept 15-20 GSoC participants each summer. In
|
||
the past, we’ve also participated in [Google
|
||
Code-In](https://developers.google.com/open-source/gci/), and hosted summer
|
||
interns from Harvard, MIT, and Stanford.
|
||
|
||
Check out our [outreach programs
|
||
overview](https://zulip.readthedocs.io/en/latest/outreach/overview.html) to learn
|
||
more about participating in an outreach program with Zulip. Most of our program
|
||
participants end up sticking around the project long-term, and many have become
|
||
core team members, maintaining important parts of the project. We hope you
|
||
apply!
|
||
|
||
## Stay connected
|
||
|
||
Even if you are not logging into the development community on a regular basis,
|
||
you can still stay connected with the project.
|
||
|
||
- Follow us [on Twitter](https://twitter.com/zulip).
|
||
- Subscribe to [our blog](https://blog.zulip.org/).
|
||
- Join or follow the project [on LinkedIn](https://www.linkedin.com/company/zulip-project/).
|
||
|
||
## Help others find Zulip
|
||
|
||
Here are some ways you can help others find Zulip:
|
||
|
||
- Star us on GitHub. There are four main repositories:
|
||
[server/web](https://github.com/zulip/zulip),
|
||
[mobile](https://github.com/zulip/zulip-mobile),
|
||
[desktop](https://github.com/zulip/zulip-desktop), and
|
||
[Python API](https://github.com/zulip/python-zulip-api).
|
||
|
||
- "Like" and retweet [our tweets](https://twitter.com/zulip).
|
||
|
||
- Upvote and post feedback on Zulip on comparison websites. A couple specific
|
||
ones to highlight:
|
||
|
||
- [AlternativeTo](https://alternativeto.net/software/zulip-chat-server/). You can also
|
||
[upvote Zulip](https://alternativeto.net/software/slack/) on their page
|
||
for Slack.
|
||
- [Add Zulip to your stack](https://stackshare.io/zulip) on StackShare, star
|
||
it, and upvote the reasons why people like Zulip that you find most
|
||
compelling.
|