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# Kubernetes Enhancement Proposal Process | ||
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## Metadata | ||
``` | ||
--- | ||
metadata: | ||
number: 0001 | ||
state: opened | ||
authors: | ||
- author: | ||
name: caleb miles | ||
github: @calebamiles | ||
slack: @calebamiles | ||
owners: | ||
- sig-release | ||
- sig-pm | ||
- sig-architecture | ||
- sig-testing | ||
- steering-committee | ||
links: | ||
issues: | ||
- [someIssueURL]() | ||
prs: | ||
- https://github.com/kubernetes/community/pull/967 | ||
discussions: | ||
- https://groups.google.com/forum/#!topic/kubernetes-dev/65A-3ULYPB0 | ||
- https://groups.google.com/forum/#!topic/kubernetes-sig-architecture/t-1EqeEoLPA | ||
documentation: | ||
- [someDocsLinkURL]() | ||
related: | ||
- [KEP template](https://github.com/kubernetes/community/pull/1124) | ||
``` | ||
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## Table of Contents | ||
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- [Kubernetes Enhancement Proposal Process](#kubernetes-enhancement-proposal-process) | ||
- [Metadata](#metadata) | ||
- [Summary](#summary) | ||
- [Motivation](#motivation) | ||
- [Reference-level explanation](#reference-level-explanation) | ||
- [What type of work should be tracked by a KEP](#what-type-of-work-should-be-tracked-by-a-kep) | ||
- [KEP Template](#kep-template) | ||
- [KEP Workflow](#kep-workflow) | ||
- [Git and GitHub Implementation](#git-and-github-implementation) | ||
- [KEP Editor Role](#kep-editor-role) | ||
- [Important Metrics](#important-metrics) | ||
- [Prior Art](#prior-art) | ||
- [Graduation Criteria](#graduation-criteria) | ||
- [Drawbacks](#drawbacks) | ||
- [Alternatives](#alternatives) | ||
- [Unresolved Questions](#unresolved-questions) | ||
- [Mentors](#mentors) | ||
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## Summary | ||
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A standardized development process for Kubernetes is proposed in order to | ||
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- provide a common structure for proposing changes to Kubernetes | ||
- ensure that the motivation for a change is clear | ||
- allow for the enumeration stability milestones and stability graduation | ||
criteria | ||
- persist project information in a Version Control System (VCS) for future | ||
Kubernauts | ||
- support the creation of _high value user facing_ information such as: | ||
- release notes | ||
- release announcement blog | ||
- an overall project development roadmap | ||
- support development across multiple repositories beyond `kubernetes/kubernetes` | ||
- reserve GitHub issues for tracking work in flight rather than creating "umbrella" | ||
issues | ||
- ensure community participants are successfully able to drive changes to | ||
completion across one or more releases while stakeholders are adequately | ||
represented throughout the process | ||
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This process is supported by a unit of work called a Kubernetes Enhancement | ||
Proposal or KEP. A KEP attempts to combine aspects of a | ||
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- feature, effort, and launch tracking document | ||
- a product requirements document | ||
- design document | ||
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into one file which is created incrementally in collaboration with one or more | ||
Special Interest Groups (SIGs). | ||
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## Motivation | ||
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For cross project SIGs such as SIG PM and SIG Release an abstraction beyond a | ||
single GitHub Issue or Pull request seems to be required in order to understand | ||
and communicate upcoming changes to Kubernetes. Particularly the generation of | ||
release notes and the release announcement blog post are rather difficult and | ||
have sometimes delayed a release due to incompleteness. In a blog post | ||
describing the [road to Go 2][], Russ Cox explains | ||
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> that it is difficult but essential to describe the significance of a problem | ||
> in a way that someone working in a different environment can understand | ||
as a project it is vital to be able to track the chain of custody for a proposed | ||
enhancement from conception through implementation. This proposal does not | ||
attempt to mandate how SIGs track their work internally, however, it is | ||
suggested that SIGs which do not adhere to a process which allows for their hard | ||
work to be explained to others in the wider Kubernetes community will see their | ||
work wallow in the shadows of obscurity. At the very least [survey data][] | ||
suggest that high quality documentation is crucial to project adoption. | ||
Documentation can take many forms and it is imperative to ensure that it is easy | ||
to produce high quality user or developer focused documentation for a complex | ||
project like Kubernetes. | ||
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The use of GitHub issues when proposing changes does not provide SIGs good | ||
facilities for signaling approval or rejection of a proposed change to Kubernetes | ||
since anyone can open a GitHub issue at any time. Additionally managing a proposed | ||
change across multiple releases is somewhat cumbersome as labels and milestones | ||
need to be updated for every release that a change spans. These long lived GitHub | ||
issues lead to an ever increasing number of issues open against | ||
`kubernetes/features` which itself has become a management problem. | ||
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In addition to the challenge of managing issues over time, searching for text | ||
within an issue can be challenging. The flat hierarchy of issues can also make | ||
navigation and categorization tricky. While not all community members might | ||
not be comfortable using Git directly, it is imperative that as a community we | ||
work to educate people on a standard set of tools so they can take their | ||
experience to other projects they may decide to work on in the future. While | ||
git is a fantastic version control system (VCS), it is not a project management | ||
tool nor a cogent way of managing an architectural catalog or backlog; this | ||
proposal is limited to motivating the creation of a standardized definition of | ||
work in order to facilitate project management. This primitive for describing | ||
a unit of work may also allow contributors to create their own personalized | ||
view of the state of the project while relying on Git and GitHub for consistency | ||
and durable storage. | ||
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Ideally release notes should [tell a story][] which is compelling enough to | ||
encourage users and operators to upgrade their clusters. Without a standardized | ||
mechanism for describing important enhancements our talented technical writers | ||
and product managers struggle to weave a coherent narrative explaining why a | ||
particular release is important. Additionally for critical infrastructure such | ||
as Kubernetes adopters need a forward looking road map in order to plan their | ||
adoption strategy. | ||
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A KEP is broken into sections which can be merged into source control | ||
incrementally in order to support an iterative development process. An important | ||
goal of the KEP process is ensuring that the process for submitting the content | ||
contained in [design proposals][] is both clear and efficient. The KEP process | ||
is intended to create high quality uniform design and implementation documents | ||
for SIGs to deliberate. | ||
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[tell a story]: https://blog.rust-lang.org/2017/08/31/Rust-1.20.html | ||
[road to Go 2]: https://blog.golang.org/toward-go2 | ||
[survey data]: http://opensourcesurvey.org/2017/ | ||
[design proposals]: https://github.com/kubernetes/community/tree/master/contributors/design-proposals | ||
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## Reference-level explanation | ||
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### What type of work should be tracked by a KEP | ||
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The definition of what constitutes an "enhancement" is a foundational concern | ||
for the Kubernetes project. Roughly any Kubernetes user or operator facing | ||
enhancement should follow the KEP process: if an enhancement would be described | ||
in either written or verbal communication to anyone besides the KEP author or | ||
developer then consider creating a KEP. One concrete example is an enhancement | ||
which should be communicated to SIG Release or SIG PM. | ||
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Without detailed information explaining the motivation for an enhancement SIGs | ||
must first approve a proposal, agreeing to a motivation over a mailing list, | ||
video call, or hallway conversation. During the release process this motivation | ||
must be rediscovered by the SIG, hopefully by finding a design proposal. The | ||
process of announcing an enhancement through release notes suggests another | ||
heuristic for describing what work should be tracked through an KEP: anything | ||
that would require a design proposal. In fact it is possible to consider a KEP | ||
an enhancement to the design proposal process in which design proposals are | ||
used throughout the process of proposing an enhancement, scoping its design, | ||
tracking its implementation, and agreeing on criteria for graduation to general | ||
availability. | ||
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As the local bodies of governance, SIGs should have broad latitude in describing | ||
what constitutes an enhancement which should be tracked through the KEP process. | ||
SIGs may find that helpful to enumerate what _does not_ require a KEP rather | ||
than what does. SIGs also have the freedom to customize the KEP template | ||
according to their SIG specific concerns. For example the KEP template used | ||
to track API changes will likely have different subsections than the template | ||
for proposing governance changes. | ||
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### KEP Template | ||
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The template for a KEP is precisely defined in the [template proposal][] | ||
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[template proposal]: https://github.com/kubernetes/community/pull/1124 | ||
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### KEP Workflow | ||
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A KEP is proposed to have the following states | ||
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- **opened**: a new KEP has been filed but not triaged by the responsible SIG or | ||
working group | ||
- **accepted**: the motivation has been accepted by the SIG or working group as in | ||
road map | ||
- **scoped**: the design has been approved by the SIG or working group | ||
- **started**: the implementation of the KEP has begun | ||
- **implemented**: the implementation of the KEP is complete | ||
- **deferred**: the KEP has been postponed by the SIG or working group despite | ||
agreement on the motivation | ||
- **superseded**: the KEP has been superseded by another KEP | ||
- **retired**: the implementation of the KEP has been removed | ||
- **rejected**: the KEP has been rejected by the SIG or working group | ||
- **orphaned**: the author or developer of the KEP is no longer willing or able | ||
to complete implementation | ||
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with possible paths through the state space | ||
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- opened -> deferred (a) | ||
- opened -> rejected (b) | ||
- opened -> orphaned (c) | ||
- opened -> accepted -> orphaned (d) | ||
- opened -> accepted -> scoped -> superseded (e) | ||
- opened -> accepted -> scoped -> orphaned (f) | ||
- opened -> accepted -> scoped -> started -> retired (g) | ||
- opened -> accepted -> scoped -> started -> orphaned (h) | ||
- opened -> accepted -> scoped -> started -> superseded (i) | ||
- opened -> accepted -> scoped -> started -> implemented (j) | ||
- opened -> accepted -> scoped -> started -> implemented -> retired (k) | ||
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the happy path is denoted by (j) where an KEP is opened; accepted by a SIG as in | ||
their roadmap; fleshed out with a design; started; and finally implemented. As | ||
Kubernetes continues to mature, hopefully metrics on the utilization of features | ||
will drive decisions on what features to maintain and which to deprecate and so | ||
it is possible that a KEP would be retired if its functionality no longer provides | ||
sufficient value to the community. | ||
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### Git and GitHub Implementation | ||
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Practically an KEP would be implemented as a pull request to a central repository | ||
with the following example structure | ||
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``` | ||
├── 0000-kep-template.md | ||
├── CODEOWNERS | ||
├── index.md | ||
├── sig-architecture | ||
│ ├── deferred | ||
│ ├── orphaned | ||
│ └── retired | ||
├── sig-network | ||
│ ├── deferred | ||
│ ├── kube-dns | ||
│ ├── orphaned | ||
│ └── retired | ||
├── sig-node | ||
│ ├── deferred | ||
│ ├── kublet | ||
│ ├── orphaned | ||
│ └── retired | ||
├── sig-release | ||
│ ├── deferred | ||
│ ├── orphaned | ||
│ └── retired | ||
├── sig-storage | ||
│ ├── deferred | ||
│ ├── orphaned | ||
│ └── retired | ||
├── unsorted-to-be-used-by-newcomers-only | ||
└── wg-resource-management | ||
├── deferred | ||
├── orphaned | ||
└── retired | ||
``` | ||
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where each SIG or working group is given a top level directory with subprojects | ||
maintained by the SIG listed in sub directories. For newcomers to the community | ||
an `unsorted-to-be-used-by-newcomers-only` directory may be used before an KEP | ||
can be properly routed to a SIG although hopefully if discussion for a potential | ||
KEP begins on the mailing lists proper routing information will be provided to | ||
the KEP author. Additionally a top level index of KEPs may be helpful for people | ||
looking for a complete list of KEPs. There should be basic CI to ensure that an | ||
`index.md` remains up to date. | ||
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Ideally no work would begin within the repositories of the Kubernetes organization | ||
before a KEP has been approved by the responsible SIG or working group. While the | ||
details of how SIGs organize their work is beyond the scope of this proposal one | ||
possibility would be for each charter SIG to create a top level repository within | ||
the Kubernetes org where implementation issues managed by that SIG would be filed. | ||
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### KEP Editor Role | ||
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Taking a cue from the [Python PEP process][], I believe that a group of KEP editors | ||
will be required to make this process successful; the job of an KEP editor is | ||
likely very similar to the [PEP editor responsibilities][] and will hopefully | ||
provide another opportunity for people who do not write code daily to contribute | ||
to Kubernetes. | ||
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In keeping with the PEP editors which | ||
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> Read the PEP to check if it is ready: sound and complete. The ideas must make | ||
> technical sense, even if they don't seem likely to be accepted. | ||
> The title should accurately describe the content. | ||
> Edit the PEP for language (spelling, grammar, sentence structure, etc.), markup | ||
> (for reST PEPs), code style (examples should match PEP 8 & 7). | ||
KEP editors should generally not pass judgement on a KEP beyond editorial | ||
corrections. | ||
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[Python PEP process]: https://www.python.org/dev/peps/pep-0001/ | ||
[PEP editor responsibilities]: https://www.python.org/dev/peps/pep-0001/#pep-editor-responsibilities-workflow | ||
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### Important Metrics | ||
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It is proposed that the primary metrics which would signal the success or | ||
failure of the KEP process are | ||
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- how many "features" are tracked with a KEP | ||
- distribution of time a KEP spends in each state | ||
- KEP rejection rate | ||
- PRs referencing a KEP merged per week | ||
- number of issued open which reference a KEP | ||
- number of contributors who authored a KEP | ||
- number of contributors who authored a KEP for the first time | ||
- number of orphaned KEPs | ||
- number of retired KEPs | ||
- number of superseded KEPs | ||
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### Prior Art | ||
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The KEP process as proposed was essentially stolen from the [Rust RFC process] which | ||
itself seems to be very similar to the [Python PEP process][] | ||
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[Rust RFC process]: https://github.com/rust-lang/rfcs | ||
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## Graduation Criteria | ||
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should hit at least the following milestones | ||
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- a release note draft can be generated by referring primarily to KEP content | ||
- a yearly road map is expressed as a KEP | ||
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## Drawbacks | ||
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Any additional process has the potential to engender resentment within the | ||
community. There is also a risk that the KEP process as designed will not | ||
sufficiently address the scaling challenges we face today. PR review bandwidth is | ||
already at a premium and we may find that the KEP process introduces an unreasonable | ||
bottleneck on our development velocity. | ||
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It certainly can be argued that the lack of a dedicated issue/defect tracker | ||
beyond GitHub issues contributes to our challenges in managing a project as large | ||
as Kubernetes, however, given that other large organizations, including GitHub | ||
itself, make effective use of GitHub issues perhaps the argument is overblown. | ||
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The centrality of Git and GitHub within the KEP process also may place too high | ||
a barrier to potential contributors, however, given that both Git and GitHub are | ||
required to contribute code changes to Kubernetes today perhaps it would be reasonable | ||
to invest in providing support to those unfamiliar with this tooling. | ||
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Expanding the proposal template beyond the single sentence description currently | ||
required in the [features issue template][] may be a heavy burden for non native | ||
English speakers and here the role of the KEP editor combined with kindness and | ||
empathy will be crucial to making the process successful. | ||
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[features issue template]: https://github.com/kubernetes/features/blob/master/ISSUE_TEMPLATE.md | ||
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## Alternatives | ||
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This KEP process is related to | ||
- the generation of a [architectural roadmap][] | ||
- the fact that the [what constitutes a feature][] is still undefined | ||
- [issue management][] | ||
- the difference between an [accepted design and a proposal][] | ||
- [the organization of design proposals][] | ||
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this proposal attempts to place these concerns within a general framework. | ||
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[architectural roadmap]: https://github.com/kubernetes/community/issues/952 | ||
[what constitutes a feature]: https://github.com/kubernetes/community/issues/531 | ||
[issue management]: https://github.com/kubernetes/community/issues/580 | ||
[accepted design and a proposal]: https://github.com/kubernetes/community/issues/914 | ||
[the organization of design proposals]: https://github.com/kubernetes/community/issues/918 | ||
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## Unresolved Questions | ||
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- How reviewers and approvers are assigned to a KEP | ||
- Approval decision process for a KEP | ||
- Example schedule, deadline, and time frame for each stage of a KEP | ||
- Communication/notification mechanisms | ||
- Review meetings and escalation procedure | ||
- Decision on where development should occur | ||
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## Mentors | ||
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- caleb miles | ||
- github: [calebamiles](https://github.com/calebamiles/) | ||
- slack: [calebamiles](https://coreos.slack.com/team/caleb.miles) | ||
- email: [[email protected]](mailto:[email protected]) | ||
- pronoun: "he" |