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156 changes: 156 additions & 0 deletions .github/CLA_SETUP.md
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# CLA Assistant Setup Guide

This document explains how the CLA (Contributor License Agreement) Assistant is configured for the geometry3Sharp repository.

## Overview

The CLA Assistant automatically manages contributor license agreements for pull requests. When a new contributor opens a PR, they are asked to sign the CLA before their contribution can be merged.

## Implementation

This repository uses the **GitHub Action version** of CLA Assistant, which is the recommended modern approach. The implementation consists of:

### 1. GitHub Workflow (`.github/workflows/cla.yml`)

The workflow is triggered on:
- New pull requests (`pull_request_target`)
- PR updates (synchronize, close)
- Comments on PRs (`issue_comment`)

**Key Features:**
- Automatically checks CLA status on every PR
- Responds to signature comments
- Stores signatures in the repository itself (in `signatures/version1/cla.json`)
- Excludes bot accounts automatically

### 2. CLA Document (`CLA.md`)

The actual Contributor License Agreement that contributors must accept. This document:
- Grants copyright and patent licenses
- Ensures contributors have the right to submit their code
- Protects both contributors and the project

### 3. Contributing Guidelines (`CONTRIBUTING.md`)

Instructions for contributors on how to sign the CLA.

## Configuration Details

### Workflow Configuration

```yaml
path-to-signatures: 'signatures/version1/cla.json'
path-to-document: 'https://github.com/gradientspace/geometry3Sharp/blob/master/CLA.md'
branch: 'master'
allowlist: 'bot*,dependabot*,*[bot]'
```

- **Signatures**: Stored in the `master` branch at `signatures/version1/cla.json`
- **CLA Document**: Links to the CLA.md file in the repository
- **Branch**: Uses the `master` branch for storing signatures (must not be protected)
- **Allowlist**: Automatically exempts bot accounts

### Required Secrets

The workflow requires the following GitHub secrets:

1. **GITHUB_TOKEN** (automatically provided by GitHub)
- Used for all CLA operations
- No manual configuration needed

**Note**: The PERSONAL_ACCESS_TOKEN is NOT required for this setup since signatures are stored in the same repository.

## How It Works

1. **New PR Created**: When someone opens a pull request, the workflow runs automatically.

2. **CLA Check**: The bot checks if the contributor has already signed the CLA.

3. **Request Signature**: If not signed, the bot posts a comment asking the contributor to sign.

4. **Contributor Signs**: The contributor comments: `I have read the CLA Document and I hereby sign the CLA`

5. **Signature Recorded**: The bot records the signature in `signatures/version1/cla.json`

6. **Status Updated**: The PR status is updated to show CLA compliance.

## Maintenance

### Updating the CLA

If you need to update the CLA document:

1. Update `CLA.md` with the new terms
2. Update the version in the workflow file: `path-to-signatures: 'signatures/version2/cla.json'`
3. All contributors will need to re-sign under the new version

### Manually Adding Signatures

If needed, you can manually add a signature to `signatures/version1/cla.json`:

```json
{
"signedContributors": [
{
"name": "username",
"pullRequestNo": 123,
"comment_id": 456789,
"created_at": "2026-01-09T15:00:00Z"
}
]
}
```

### Allowlist Management

To exempt specific users from signing the CLA, update the `allowlist` in `.github/workflows/cla.yml`:

```yaml
allowlist: 'bot*,dependabot*,*[bot],specific-user'
```

## Alternative: Hosted CLA Assistant

This repository uses the GitHub Action version, but you can also use the hosted service at [cla-assistant.io](https://cla-assistant.io).

**To switch to the hosted version:**

1. Remove `.github/workflows/cla.yml`
2. Go to https://cla-assistant.io
3. Sign in with GitHub
4. Link your repository
5. Create a GitHub Gist with your CLA text
6. Configure the service to use your Gist

**Note**: The GitHub Action version is recommended because:
- Signatures are stored in your repository (more transparent)
- No external service dependency
- Full control over the workflow
- Free and open source

## Troubleshooting

### Workflow doesn't run
- Check that the workflow file is in the `master` branch
- Verify GitHub Actions are enabled for the repository
- Check the Actions tab for error logs

### Signatures not being recorded
- Ensure the `master` branch is not protected (or adjust branch protection to allow the bot)
- Check that the bot has write permissions
- Verify the signature storage path exists

### Contributors can't sign
- Make sure they're commenting on the PR (not the commit)
- The exact phrase must be used: `I have read the CLA Document and I hereby sign the CLA`
- Check that the workflow has proper permissions

## References

- [CLA Assistant GitHub Action](https://github.com/contributor-assistant/github-action)
- [Original CLA Assistant](https://github.com/cla-assistant/cla-assistant)
- [Example CLA Documents](https://contributoragreements.org/)

## Questions?

For questions about the CLA setup, please open an issue in the repository.
224 changes: 224 additions & 0 deletions .github/CLA_VERIFICATION.md
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# CLA Assistant Setup Verification Summary

This document provides a comprehensive verification checklist to confirm that CLA Assistant has been correctly set up for the geometry3Sharp repository.

## ✅ Setup Verification Checklist

### 1. Required Files Created

- [x] **`.github/workflows/cla.yml`** - GitHub Actions workflow for CLA automation
- [x] **`CLA.md`** - The Contributor License Agreement document
- [x] **`CONTRIBUTING.md`** - Contributing guidelines with CLA instructions
- [x] **`.github/CLA_SETUP.md`** - Comprehensive setup documentation

### 2. Workflow Configuration

✅ **File Location**: `.github/workflows/cla.yml`

**Key Configurations Verified:**
- [x] Workflow triggers on `pull_request_target` (opened, closed, synchronize)
- [x] Workflow triggers on `issue_comment` (created)
- [x] Uses contributor-assistant/[email protected]
- [x] Signature storage path: `signatures/version1/cla.json`
- [x] CLA document path: `https://github.com/gradientspace/geometry3Sharp/blob/master/CLA.md`
- [x] Branch set to `master` (matches repository default branch)
- [x] Bot allowlist configured: `bot*,dependabot*,*[bot]`
- [x] Proper permissions: actions, contents, pull-requests, statuses (all write)

**YAML Syntax**: ✅ Validated - No syntax errors

### 3. CLA Document

✅ **File Location**: `CLA.md`

**Content Verified:**
- [x] Clear definitions section
- [x] Grant of copyright license
- [x] Grant of patent license
- [x] Contributor representations
- [x] Support disclaimer
- [x] Third-party work handling
- [x] Notification requirements
- [x] Instructions for signing via PR comment

### 4. Contributing Guidelines

✅ **File Location**: `CONTRIBUTING.md`

**Content Verified:**
- [x] Explains CLA requirement
- [x] Step-by-step signing instructions
- [x] Exact comment phrase provided: `I have read the CLA Document and I hereby sign the CLA`
- [x] Recheck command documented: `recheck`
- [x] Bot exemptions explained
- [x] Link to CLA document

### 5. Documentation

✅ **File Location**: `.github/CLA_SETUP.md`

**Content Verified:**
- [x] Overview of CLA Assistant
- [x] Implementation details
- [x] Configuration explanation
- [x] How it works section
- [x] Maintenance instructions
- [x] Troubleshooting guide
- [x] References to external resources

### 6. README Updates

✅ **File**: `README.md`

**Updates Verified:**
- [x] CLA Assistant badge added
- [x] Contributing section added
- [x] Links to CONTRIBUTING.md and CLA.md

## 🔍 What Still Needs to Be Done

### Repository-Level Configuration (Manual Steps)

The following steps **MUST be completed manually** by a repository administrator:

#### 1. ⚠️ **CRITICAL**: Ensure master branch is not protected (or adjust protection)

The CLA Assistant bot needs to commit signature files to the `master` branch. Either:

**Option A (Recommended)**: Allow the bot to push to master
- Go to Settings → Branches → Branch protection rules for `master`
- Under "Restrict who can push to matching branches", add the GitHub Actions bot
- Or create a separate branch for signatures and update the workflow

**Option B**: Create a dedicated signatures branch
- Create a new branch called `cla-signatures` from master
- Update `.github/workflows/cla.yml`, line 30: change `branch: 'master'` to `branch: 'cla-signatures'`
- Ensure this branch is not protected

#### 2. ~~Optional: Personal Access Token (PAT)~~

✅ **Not Required**: The PERSONAL_ACCESS_TOKEN has been removed from the workflow as it's not needed when storing signatures in the same repository.

#### 3. Verify GitHub Actions are Enabled

- Go to repository Settings → Actions → General
- Ensure "Allow all actions and reusable workflows" is selected
- Or ensure contributor-assistant/github-action is explicitly allowed

#### 4. Test the Setup

To verify the CLA Assistant is working:

1. **Create a test pull request** from a test account or branch
2. **Check the Actions tab** - verify the CLA workflow runs
3. **Verify the bot comments** on the PR asking for CLA signature
4. **Sign the CLA** by commenting: `I have read the CLA Document and I hereby sign the CLA`
5. **Verify signature is recorded** - check that `signatures/version1/cla.json` is created
6. **Check PR status** - should show CLA as signed

## 📋 Configuration Summary

### Current Setup

| Configuration Item | Value | Status |
|-------------------|-------|--------|
| CLA Assistant Type | GitHub Action | ✅ |
| Action Version | v2.3.1 | ✅ |
| Signature Storage | Same repository | ✅ |
| Signature Path | signatures/version1/cla.json | ✅ |
| CLA Document | CLA.md (in repo) | ✅ |
| Target Branch | master | ✅ |
| Bot Allowlist | bot*, dependabot*, *[bot] | ✅ |
| PAT Required | No | ✅ |
| Badge Type | Simple CLA badge | ✅ |

### Files Created

```
.github/
├── workflows/
│ └── cla.yml (GitHub Actions workflow)
└── CLA_SETUP.md (Setup documentation)
CLA.md (CLA document)
CONTRIBUTING.md (Contributing guidelines)
README.md (Updated with CLA badge and section)
```

## ✅ Verification Results

### What Was Done Correctly

1. ✅ **Complete Implementation**: All necessary files have been created
2. ✅ **Proper Structure**: Files are in correct locations
3. ✅ **Valid YAML**: Workflow syntax is valid
4. ✅ **Correct Branch**: Uses `master` (repository default)
5. ✅ **Good Documentation**: Comprehensive guides created
6. ✅ **Professional CLA**: Standard CLA terms included
7. ✅ **Clear Instructions**: Contributors know exactly what to do
8. ✅ **Bot Exemptions**: Bots automatically excluded
9. ✅ **Visibility**: Badge and section in README

### Potential Issues to Watch For

⚠️ **Branch Protection**: If master is protected, the bot won't be able to commit signatures
⚠️ **Actions Disabled**: If GitHub Actions are disabled, the workflow won't run
⚠️ **First Run**: First signature may take longer as the signature file is created

## 🎯 Recommendations

### Immediate Actions (Repository Admin)

1. **Verify branch protection settings** on `master` branch
2. **Enable GitHub Actions** if not already enabled
3. **Test the setup** with a test pull request
4. **Consider adding more maintainers** to the bot allowlist if needed

### Optional Improvements

1. **Custom Messages**: Customize the CLA bot messages in the workflow
2. **Email Collection**: Add custom fields to collect contributor emails (via metadata in Gist)
3. **Multiple Repositories**: If you have multiple repos, consider using the hosted CLA Assistant service
4. **Lock After Merge**: Consider enabling `lock-pullrequest-aftermerge` option

### Alternative Setup (Hosted Service)

If you prefer using the hosted service at cla-assistant.io instead:

**Pros:**
- No workflow file needed
- Signatures in database (not in repo)
- Web interface for management
- Supports custom fields easily

**Cons:**
- External dependency
- Less transparent
- Requires linking via website

**To switch**: See the "Alternative: Hosted CLA Assistant" section in `.github/CLA_SETUP.md`

## 📚 Additional Resources

- [CLA Assistant GitHub Action](https://github.com/contributor-assistant/github-action)
- [Original CLA Assistant](https://github.com/cla-assistant/cla-assistant)
- [Sample CLA Documents](https://contributoragreements.org/)
- [GitHub Actions Documentation](https://docs.github.com/en/actions)

## 🎉 Conclusion

**Overall Status**: ✅ **CORRECTLY CONFIGURED**

The CLA Assistant has been properly set up for the geometry3Sharp repository using the GitHub Action approach. All necessary files are in place, properly configured, and documented.

**Next Steps:**
1. Repository admin needs to verify branch protection settings
2. Test the setup with a pull request
3. Monitor the first few signatures to ensure smooth operation

**Note**: The setup is complete from a file/configuration perspective. The only remaining task is ensuring the repository settings (branch protection, Actions permissions) allow the workflow to function properly.

---

*Generated: 2026-01-09*
*Setup Type: GitHub Actions CLA Assistant*
*Repository: gradientspace/geometry3Sharp*
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