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Update fork-pr-testing doc
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# Fork PR Testing Guide
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This document explains how to test external pull requests using the dispatch action workflow system.
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This document explains how testing works for external pull requests from forks.
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## Overview
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The testing system consists of three main workflows:
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The testing system consists of two main workflows:
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1. **E2E Tests** (`test-e2e.yml`) - Runs automatically for internal PRs, requires approval for external PRs
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2. **Ok To Test** (`ok-to-test.yml`) - Processes slash commands to trigger fork testing
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3. **E2E tests [fork]** (`test-e2e-fork.yml`) - Triggered manually via slash commands for external PRs
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1. **E2E Tests** (`test-e2e.yml`) - Runs automatically for internal PRs, need manual trigger on external PRs.
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2. **Ok To Test** (`ok-to-test.yml`) - Dispatches `repository_dispatch` event when maintainer put's `/ok-to-test sha=<commit hash>` comment in the forked PR thread.
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## How It Works
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### 1. Initial PR State
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When a PR is created or updated:
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- The `test-e2e.yml` workflow automatically runs
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- For **external PRs**: The `check-external-pr` job detects it's from a fork and **fails intentionally**
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- For **internal PRs**: The workflow proceeds normally with e2e tests
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- External PRs show ❌ for the check-external-pr job with a message asking for maintainer approval
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### 1. PR is created by maintainer:
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### 2. Manual Approval Required
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**Important**: External PRs require manual approval before workflows can run.
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For the PR created by maintainer `E2E Test` workflow starts automatically. The PR check will reflect the status of the job.
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**Steps for maintainers:**
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1. Go to the PR page
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2. Click **"Approve workflow to run"** button. For contributors who have made more than one contribution, workflows will start automatically after approval.
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3. The workflow will then execute
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### 2. PR is created by external contributor:
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**Note**: The `test-e2e.yml` workflow will still fail for external PRs even after approval, as it's designed to prevent automatic execution. Need to use the slash command instead.
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For the PR created by external contributor `E2E Test` workflow **won't** start automatically.
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Maintainer should make a sanity check of the changes and run it manually by:
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1. Putting a comment `/ok-to-test sha=<latest commit hash>` in the PR thread.
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2. `E2E Test` workflow starts.
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3. After `E2E Test` workflow finishes, the commit with a link and workflow status will appear in the thread.
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4. Maintainer can merge PR or request the changes based on the `E2E Test` results.
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### 3. Testing External PRs
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Once the initial checks have run (and failed), maintainers can test the PR using slash commands:
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#### Step-by-Step Process:
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## Notes
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1. **Navigate to the PR**
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- Go to the pull request you want to test
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2. **Add a comment with slash command**
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```
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/ok-to-test sha=<commit-sha>
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```
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Replace `<commit-sha>` with the latest commit SHA from the PR.
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**Note**: Use the short SHA.
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3. **Dispatch Action Triggers**
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- The `ok-to-test.yml` workflow processes the slash command
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- It triggers a `repository_dispatch` event with type `ok-to-test-command`
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- The `test-e2e-fork.yml` workflow starts
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4. **Workflow Execution**
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The fork workflow runs two jobs:
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**a) `run-e2e-tests` job** (conditional)
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- Only runs if:
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- Event is `repository_dispatch`
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- SHA parameter is not empty
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- PR head SHA contains the provided SHA
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- Calls the reusable `run-e2e-tests.yml` workflow
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- Runs the actual E2E tests if conditions are met
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**b) `update-check-status` job** (conditional)
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- Runs after `e2e-tests` completes
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- Updates the existing check for job named "run-e2e-tests" from 'test-e2e.yml' workflow
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- Sets the conclusion based on `run-e2e-tests` result:
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- ✅ **Success** if tests pass
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- ❌ **Failure** if tests fail
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## Troubleshooting
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### Workflow Not Running
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- **Check**: Ensure you've approved the workflow to run
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- **Action**: Click "Approve workflow to run" in the PR checks tab
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### SHA Not Found
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- **Check**: Verify the SHA exists in the PR commits
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- **Action**: Use `git log --oneline` to find valid commit SHAs
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### Dispatch Not Triggering
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- **Check**: Ensure the slash command format is correct
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- **Action**: Use exact format: `/ok-to-test sha=<sha>`
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### Check Runs Not Updating
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- **Note**: The fork workflow updates the existing "E2E Tests [reusable]" check run
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- **Behavior**: The same check run is updated with new results rather than creating a new one
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## Security Notes
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- Only users with **write** permissions can trigger dispatch commands
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- The fork workflow runs in the main repository context, allowing it to update check runs
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- Manual approval is required for external PR workflows
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- External PRs are automatically detected and prevented from running tests automatically
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## Workflow Files
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- **`.github/workflows/ok-to-test.yml`** - Ok To Test - Slash command processor
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- **`.github/workflows/test-e2e.yml`** - E2E Tests - Initial PR checks
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- **`.github/workflows/test-e2e-fork.yml`** - E2E tests [fork] - Dispatch action handler
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- **`.github/workflows/e2e-tests.yml`** - E2E Tests [reusable] - Reusable workflow for actual testing
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## Testing Checklist
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- [ ] PR created with failing check-external-pr check (for external PRs)
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- [ ] Workflow approved to run (if required)
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- [ ] Slash command posted with valid SHA
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- [ ] Dispatch action triggered successfully
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- [ ] `check-external-pr` check run updated with correct conclusion
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- Only users with **write** permissions can trigger the `/ok-to-test` command.
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- External PRs are automatically detected and prevented from running e2e tests automatically.
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- Running e2e test on the external PR is optional. Maintainer can merge PR without running it. Maintainer decides whether it's needed to run an E2E test.
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