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Releasing

This repository uses conventional changelog commit messages to trigger release

How to release a new version:

  • Clone the master branch
  • Do your changes
  • Send a PR to master and merge it using the following subject message
    • release: <release short description> - for patch release
    • release(minor): <release short description> - for minor release
    • release(major): <release short description> - for major release The release notes will inherit the body of the commit message which triggered the release. For more details check the simple-preset that we use.

CONTRIBUTING GUIDELINES

Setup Guide

This document describes how to set up your development environment, so that it is ready to run, develop and test this WordPress Plugin or Theme.

Suggestions are provided for the LAMP/LEMP stack and Git client are for those who prefer the UI over a command line and/or are less familiar with WordPress, PHP, MySQL and Git - but you're free to use your preferred software.

Setup

LAMP/LEMP stack

Any Apache/nginx, PHP 7.x+ and MySQL 5.8+ stack running WordPress. For example, but not limited to:

  • Valet (recommended)
  • Local by Flywheel
  • Docker
  • MAMP
  • WAMP

Composer

If Composer is not installed on your local environment, enter the following commands at the command line to install it:

php -r "copy('https://getcomposer.org/installer', 'composer-setup.php');"
php -r "if (hash_file('sha384', 'composer-setup.php') === '906a84df04cea2aa72f40b5f787e49f22d4c2f19492ac310e8cba5b96ac8b64115ac402c8cd292b8a03482574915d1a8') { echo 'Installer verified'; } else { echo 'Installer corrupt'; unlink('composer-setup.php'); } echo PHP_EOL;"
php composer-setup.php
php -r "unlink('composer-setup.php');"
sudo mv composer.phar /usr/local/bin/composer

Confirm that installation was successful by entering the composer --version command at the command line

Clone Repository

Using your preferred Git client or command line, clone this repository into the wp-content/plugins/ folder of your local WordPress installation.

If you prefer to clone the repository elsewhere, and them symlink it to your local WordPress installation, that will work as well.

If you're new to this, use GitHub Desktop or Tower

For Plugins the cloned folder should be under wp-content/plugins/ and for Themes under wp-content/themes/.

Install Dependencies for PHP and JS

In the cloned repository's directory, at the command line, run composer install. This will install the development dependencies. If you want to install just the production dependencies, run composer install --no-dev.

The development dependencies include:

  • PHPStan
  • PHPUnit
  • PHP_CodeSniffer
  • WordPress Coding Standards
  • WordPress PHPUnit Polyfills

For the JS dependencies, run npm install. To watch for changes in the JS files, run npm run dev if present or npm run dist to build a new version.

PHP_CodeSniffer

To run PHP_CodeSniffer, run composer lint. This will run the WordPress Coding Standards checks. To fix automatically fixable issues, run composer format.

PHPUnit

To run PHPUnit, run phpunit or ./vendor/bin/phpunit if it is not configured globally.

E2E Tests

Run npm run wp-env start to start the WordPress environment for the E2E tests (it use Docker). Then run npm run test:e2e to run the E2E tests. When debugging or making a test, use npm run test:e2e:debug to lunch the UI mode.

Next Steps

With your development environment setup, you'll probably want to start development, which is covered bellow in the Development Guide.

Development Guide

This document describes the high level workflow used when working on a WordPress Plugin or Theme.

You're free to use your preferred IDE and Git client. We recommend PHPStorm or Visual Studio Code, and GitHub CLI.

Prerequisites

If you haven't yet set up your local development environment with a WordPress Plugin repository installed, refer to the Setup Guide.

his is for a new feature that does not have a GitHub Issue number, enter a short descriptive name for the branch, relative to what you're working on

  • If this is for a feature/bug that has a GitHub Issue number, enter feat/issue_name or fix/issue_name, where issue_name is a descriptive name for the issue

Once done, make sure you've switched to your new branch, and begin making the necessary code additions/changes/deletions.

Coding Standards

Code must follow WordPress Coding standards, which is checked when running tests (more on this below).

Security and Sanitization

When outputting data, escape it using WordPress' escaping functions such as esc_html(), esc_attr__(), wp_kses(), wp_kses_post().

When reading user input, sanitize it using WordPress' sanitization functions such as sanitize_text_field(), sanitize_textarea_field().

When writing to the database, prepare database queries using $wpdb->prepare()

Never trust user input. Sanitize it.

Make use of WordPress nonces for saving form submitted data.

Coding standards will catch any sanitization, escaping or database queries that aren't prepared.

Composer Packages

We use Composer for package management. A package can be added to one of two sections of the composer.json file: require or require-dev.

"require"

Packages listed in the "require" directive are packages that the Plugin needs in order to function for end users.

These packages are included when the Plugin is deployed to WordPress.org

Typically, packages listed in this section would be libraries that the Plugin uses.

"require-dev"

Packages listed in the "require-dev" directive are packages that the Plugin does not need in order to function for end users.

These packages are not included when the Plugin is deployed to wordpress.org

Typically, packages listed in this section would be internal development tools for testing, such as:

  • Coding Standards
  • PHPStan
  • PHPUnit

JavaScript files

If you are working on the JavaScript files, make sure to run npm run dev to watch for changes in the JS files (which also will load the source maps for browser debugging).

Run npm run build to check with the production version of the JS files.

Committing Work

Remember to commit your changes to your branch relatively frequently, with a meaningful, short summary that explains what the change(s) do. This helps anyone looking at the commit history in the future to find what they might be looking for.

If it's a particularly large commit, be sure to include more information in the commit description.

Next Steps

Once you've finished your feature or issue, you must write/amend tests for it. Refer to the Testing Guide for a detailed walkthrough on how to write a test.

Testing Guide

This document describes how to:

  • create and run tests for your development work,
  • ensure code meets PHP and WordPress Coding Standards, for best practices and security,
  • ensure code passes static analysis, to catch potential errors that tests might miss

If you're new to creating and running tests, this guide will walk you through how to do this.

For those more experienced with creating and running tests, our tests are written in TS for Playwright used for End-to-End testing, and in PHP for PHPUnit.

A PHPUnit guide for WordPress can be found here.

Prerequisites

If you haven't yet set up your local development environment with this Plugin repository installed, refer to the Setup Guide.

If you haven't yet created a branch and made any code changes to the Plugin or Theme, refer to the Development Guide

Write (or modify) a test

If your work creates new functionality, write a test.

If your work fixes existing functionality, check if a test exists. Either update that test, or create a new test if one doesn't exist.

Tests are written in TS using Playwright and PHP using PHPUnit.

Types of Test

There are different types of tests that can be written:

  • Acceptance Tests: Test as a non-technical user in the web browser.
  • Functional Tests: Test the framework (WordPress).
  • Integration Tests: Test code modules in the context of a WordPress website.
  • Unit Tests: Test single PHP classes or functions in isolation.
  • WordPress Unit Tests: Test single PHP classes or functions in isolation, with WordPress functions and classes loaded.

There is no definitive / hard guide, as a test can typically overlap into different types (such as Acceptance and Functional).

The most important thing is that you have a test for something. If in doubt, an Acceptance Test will suffice.

Writing an Acceptance Test

An acceptance test is a test that simulates a user interacting with the Plugin or Theme in a web browser. Refer to Writing an End-to-End Test below.

Writing an End-to-End Test

To write an End-to-End test, create a new file under e2e-tests/specs with the name of the spec or functionality you are testing, and add .spec.test to the file name.

E.g. for e2e-tests/specs/checkout.spec.test.js, the test file should be checkout.spec.test.js.

For more information on writing End-to-End tests, refer to the Playwright documentation.

You can check End-to-End README for more details.

Writing a WordPress Unit Test

WordPress Unit tests provide testing of Plugin/Theme specific functions and/or classes, typically to assert that they perform as expected by a developer. This is primarily useful for testing our API class, and confirming that any Plugin registered filters return the correct data.

To create a new WordPress Unit Test, create a new file under tests/php/unit with the name of the class you are testing, and the suffix Test. The filename should be in lower-case-with-dash, and the class name should be in CamelCase.

E.g. for tests/php/unit/class-api-test.php, the test class should be class APITest extends \PHPUnit\Framework\TestCase.

<?php
class APITest extends \PHPUnit\Framework\TestCase
{
    /**
     * @var \WpunitTester
     */
    protected $tester;
    
    public function setUp(): void
    {
        // Before...
        parent::setUp();
        // Your set up methods here.
    }
    public function tearDown(): void
    {
        // Your tear down methods here.
        // Then...
        parent::tearDown();
    }
    // Tests
    public function test_it_works()
    {
        $post = static::factory()->post->create_and_get();
        
        $this->assertInstanceOf(\WP_Post::class, $post);
    }
}

Run PHPUnit Tests

Once you have written your code and test(s), run the tests to make sure there are no errors.

./vendor/bin/phpunit tests/php/unit/class-api-test.php

Any errors should be corrected by making applicable code or test changes.

Run PHP CodeSniffer

In the Plugin's or Theme's directory, run the following command to run PHP_CodeSniffer, which will check the code meets Coding Standards as defined in the phpcs.tests.xml configuration:

composer run lint

--standard=phpcs.tests.xml tells PHP CodeSniffer to use the Coding Standards rules / configuration defined in phpcs.tests.xml. These differ slightly from WordPress' Coding Standards, to ensure that writing tests isn't a laborious task, whilst maintain consistency in test coding style. -v produces verbose output -s specifies the precise rule that failed

Any errors should be corrected by either:

  • making applicable code changes
  • running composer run format to automatically fix coding standards

Need to change the PHP or WordPress coding standard rules applied? Either:

  • ignore a rule in the affected code, by adding phpcs:ignore {rule}, where {rule} is the given rule that failed in the above output.
  • edit the phpcs.tests.xml file.

Next Steps

Once your test(s) are written and successfully run locally, submit your branch via a new Pull Request.

It's best to create a Pull Request in draft mode, as this will trigger all tests to run as a GitHub Action, allowing you to double-check all tests pass.

If the PR tests fail, you can make code changes as necessary, pushing to the same branch. This will trigger the tests to run again.

If the PR tests pass, you can publish the PR, assigning some reviewers.