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145 changes: 62 additions & 83 deletions CONTRIBUTING.md
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# Contributing Guide
# Documentation contributing guide

Thank you for deciding to contribute and help us improve Percona Distribution for PostgreSQL documentation!
This guide explains how to contribute to the Percona Distribution for PostgreSQL documentation.

We welcome contributors from all users and community. By contributing, you agree to the [Percona Community code of conduct](https://github.com/percona/community/blob/main/content/contribute/coc.md).
We welcome contributors from all users and the community. By contributing, you agree to the [Percona Community code of conduct](https://github.com/percona/community/blob/main/content/contribute/coc.md).

You can contribute to documentation in the following ways:
If you want to contribute code, see the [Code contribution guide](https://github.com/percona/postgres/blob/PSP_REL_18_STABLE/.github/CONTRIBUTING.md).

1. **Request a doc change through a Jira issue**. If you’ve spotted a doc issue (a typo, broken links, inaccurate instructions, etc.) but don’t have time nor desire to fix it yourself - let us know about it.
You can contribute to documentation in the following ways:

- Click the **Submit DOC bug** link on the sidebar. This opens the [Jira issue tracker](https://jira.percona.com/projects/PG/issues) for the doc project.
- Sign in (create a Jira account if you don’t have one) and click **Create** to create an issue.
- Describe the issue you have detected in the Summary, Description, Steps To Reproduce, Affects Version fields.
1. Request documentation changes through Jira:

2. **[Contribute to documentation yourself](#contribute-to-documentation-yourself)**. Click the <img src="_resource/.icons/edit_page.png" style="width: 1em; height: 1em;"> **Edit this page** icon that leads you to the source file of the page on GitHub. There you make changes, create a pull request that we review and add to the doc project. For details how to do it, read on.
- Open the [Jira issue tracker](https://jira.percona.com/projects/PG/issues) for the project.
- Sign in (create a Jira account if you don’t have one).
- Click **Create** to create an issue.
- (Optional but recommended) Search if the issue you want to report is already reported.
- Select **PostgreSQL PG** in the Project dropdown and the work type.
- Describe the issue in the Summary and Description fields. Optionally, you can also fill in the Steps To Reproduce and Affects Version fields.

2. [Contribute to documentation on GitHub](#contribute-directly-on-github).

## Contribute to documentation yourself
To contribute to the documentation, basic familiarity with the following tools is useful:

To contribute to the documentation, you should be familiar with the following technologies:
- [Markdown](https://www.markdownguide.org/basic-syntax/) markup language. It is used to write the documentation.
- [Markdown](https://www.markdownguide.org/basic-syntax/). The documentation is written in Markdown.
- [MkDocs](https://www.mkdocs.org/getting-started/) documentation generator. We use it to convert source ``.md`` files to html and PDF documents.
- [git](https://git-scm.com/) and [GitHub](https://guides.github.com/activities/hello-world/)
- [Docker](https://docs.docker.com/get-docker/). It allows you to run MkDocs in a virtual environment instead of installing it and its dependencies on your machine.

There are several active versions of the documentation. Each version derives from the major version of PostgreSQL, included in the distribution.
## Contribute directly on GitHub

There are several active versions of the documentation. Each version derives from the major version of PostgreSQL, included in the distribution.

Each version has a branch in the repository named accordingly:
Each documentation branch is named after the PostgreSQL major version (for example: `11`(EOL), `12`(EOL), `13`(EOL), `14`, `15`, `16`, `17`, `18`).

- 11 (EOL)
- 12 (EOL)
- 13 (EOL)
- 14
- 15
- 16
- 17
- 18
The source .md files are in the ``postgresql-docs/docs`` directory.

The source .md files are in the ``docs`` directory.
To start contributing:

### Edit documentation online via GitHub
1. Select **Edit this file**.

1. Click the <img src="_resource/.icons/edit_page.png" style="width: 1em; height: 1em;"> **Edit this page** icon next to the page title. The Markdown file of the page opens in GitHub editor in your browser. If you haven’t worked with the repository before, GitHub creates a [fork](https://docs.github.com/en/github/getting-started-with-github/fork-a-repo) of it for you.
> **NOTE**
> If you haven’t worked with the repository before, GitHub creates a [fork](https://docs.github.com/en/github/getting-started-with-github/fork-a-repo) of it for you.

2. Edit the page. You can check your changes on the **Preview** tab.
2. Add your changes. You can see how your edit looks in the **Preview** tab.

3. Commit your changes.

- In the *Commit changes* section, describe your changes.
- Select the **Create a new branch for this commit and start a pull request** option
- Click **Propose changes**.
- Describe the changes you have made
- Select the **Create a new branch for this commit** and name your branch
- Click **Propose changes** to create the pull request

4. GitHub creates a branch and a commit for your changes. It loads a new page on which you can open a pull request to Percona. The page shows the base branch - the one you offer your changes for, your commit message and a diff - a visual representation of your changes against the original page. This allows you to make a last-minute review. When you are ready, click the **Create pull request** button.
5. Someone from our team reviews the pull request and if everything is correct, merges it into the documentation. Then it gets published on the site.
4. GitHub creates a branch and a commit for your changes. It loads a new page on which you can open a pull request to Percona. The page shows the base branch - the one you offer your changes for, your commit message and a diff - a visual representation of your changes against the original page. This allows you to make last-minute changes. When you are ready, click the **Create pull request** button.

### Edit documentation locally
5. Your changes will be reviewed and merged into the documentation.

This option is for users who prefer to work from their computer and / or have the full control over the documentation process.
### Edit documentation locally

The steps are the following:
If you want to work on your computer locally, follow these steps:

1. Fork this repository
2. Clone the repository on your machine:

```sh
git clone [email protected]:percona/postgresql-docs.git
git clone [email protected]:<my_name>/postgresql-docs.git
cd postgresql-docs
```

3. Change the directory to ``postgresql-docs`` and add your local repository:
3. Add the upstream (Percona) repository as a remote:

```sh
git remote add <your-repo-name> [email protected]:<your_name>/postgresql-docs.git
git remote add upstream [email protected]:percona/postgresql-docs.git
```

4. Pull the latest changes

```sh
git fetch origin
git merge origin/<branch>
git fetch upstream
git merge upstream/<branch>
```

Make sure that your local branch and the branch you merge changes from are the same. So if you are on the ``18`` branch, merge changes from ``origin/18``.
Make sure you merge changes from the same documentation branch you are working on. For example, if you are on branch ``18``, merge from ``upstream/18``.

5. Create a separate branch for your changes
5. Create a separate branch for your changes. If you work on a Jira issue, please follow this pattern for a branch name: `<PG-123>-short-description`:

```sh
git checkout -b <my_changes>
git checkout -b <PG-123>-short-description upstream/<target-branch>
```

6. Make changes
7. Commit your changes
8. Open a pull request to Percona

### Building the documentation

To verify how your changes look, generate the static site with the documentation. This process is called *building*. You can do it in these ways:
- [use Docker](#use-docker)
- [install MkDocs and build locally](#install-mkdocs-and-build-locally)

Learn more about the documentation structure in the [Repository structure](#repository-stucture) section.


#### Use Docker

1. [Get Docker](https://docs.docker.com/get-docker/)
2. We use [this Docker image](https://github.com/Percona-Lab/percona-doc-docker) to build documentation. Run the following command:
6. Make a commit mentioning the Jira issue in the commit message if any:

```sh
docker run --rm -v $(pwd):/docs perconalab/pmm-doc-md mkdocs build
git add .
git commit -m "PG-123-<my_fixes>"
git push -u origin <my_branch_name>
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git push -u origin <my_branch_name>. Otherwise upstream repo is unaware of this change

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@Andriciuc Andriciuc Jan 15, 2026

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Shouldn't users push the branch to their fork (origin), and not to upstream? If the user does a pull request (step 7), then the upstream repository identifies the changes.

It's the way I am pushing upstream PRs as well, did I understand this incorrectly?

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@Andriciuc I followed your instructions from the very first step, and I managed to create a PR with git push -u origin <my_branch_name>.

```
If Docker can't find the image locally, it first downloads the image, and then runs it to build the documentation.

3. Go to the ``site`` directory and open the ``index.html`` file to see the documentation.
4. To view your changes as you make them, run the following command:

``` sh
docker run --rm -p 8000:8000 -v $(pwd):/docs perconalab/pmm-doc-md mkdocs serve -a 0.0.0.0:8000
```
7. Open a pull request to Percona

5. To create a PDF version of the documentation, run the following command:
### Building the documentation using MkDocs

```sh
docker run --rm -v $(pwd):/docs -e ENABLE_PDF_EXPORT=1 perconalab/pmm-doc-md mkdocs build -f mkdocs-pdf.yml
```
To verify how your changes look, generate the static site with the documentation. This process is called *building*.

The PDF document is in the ``site/pdf`` folder.
> **NOTE**
> Learn more about the documentation structure in the [Repository structure](#repository-structure) section.

#### Install MkDocs and build locally
To verify how your changes look, you can generate a static site locally:

1. Install [pip](https://pip.pypa.io/en/stable/installing/)
2. Install [MkDocs](https://www.mkdocs.org/getting-started/#installation).
3. Install all the required dependencies:

```
```sh
pip install -r requirements.txt
```

3. While in the root directory of the doc project, run the following command to build the documentation:
4. While in the root directory of the documentation project, run the following command to build the documentation:

```sh
mkdocs build
```
4. Go to the ``site`` directory and open the ``index.html`` file in your web browser to see the documentation.
5. To automatically rebuild the documentation and reload the browser as you make changes, run the following command:

5. Go to the ``site`` directory and open the ``index.html`` file in your web browser to see the documentation.
6. To automatically rebuild the documentation and reload the browser as you make changes, run the following command:

```sh
mkdocs serve
```

6. To build the PDF documentation, do the following:
7. To build the PDF documentation, do the following:
- Install [mkdocs-print-site-plugin](https://timvink.github.io/mkdocs-print-site-plugin/index.html)
- Run the following command

```sh
mkdocs build
```

This creates a single HTML page for the whole doc project. You can find the page at `site/print_page.html`.
This creates a single HTML page for the whole doc project. You can find the page at `site/print_page.html`.

8. Open the `site/print_page.html` in your browser and save as PDF. Depending on the browser, you may need to select the Export to PDF, Print - Save as PDF or just Save and select PDF as the output format.

7. Open the `site/print_page.html` in your browser and save as PDF. Depending on the browser, you may need to select the Export to PDF, Print - Save as PDF or just Save and select PDF as the output format.
You can also view the site at <http://127.0.0.1:8000>.

## Repository structure

The repository includes the following directories and files:

- `mkdocs-base.yml` - the base configuration file. It includes general settings and documentation structure.
- `mkdocs.yml` - configuration file. Contains the settings for building the docs on Percona website
- `mkdocs-pdf.yml` - configuration file. Contains the settings for building the PDF docs.
- `mkdocs.yml` - configuration file. Contains the settings for building the documentation on Percona website
- `docs`:
- `*.md` - Source markdown files.
- `_images` - Images, logos and favicons
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