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docs: recommend --upgrade for all pip installations in a virtualenv As suggested by Mads Kiilerich. Don't recommend this practice when no virtualenv is used, i.e. root installation or --user installation: in this case upgrading existing packages may be too disruptive. The user can still add it manually if he so chooses.
author Thomas De Schampheleire <thomas.de.schampheleire@gmail.com>
date Thu, 06 Jul 2017 19:47:42 +0200
parents a755bacaa725
children 84d8cff41282
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1 .. _contributing:
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3 =========================
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4 Contributing to Kallithea
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5 =========================
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6
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7 Kallithea is developed and maintained by its users. Please join us and scratch
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8 your own itch.
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9
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10
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11 Infrastructure
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12 --------------
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14 The main repository is hosted on Our Own Kallithea (aka OOK) at
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15 https://kallithea-scm.org/repos/kallithea/, our self-hosted instance
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16 of Kallithea.
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17
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18 For now, we use Bitbucket_ for `pull requests`_ and `issue tracking`_. The
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19 issue tracker is for tracking bugs, not for support, discussion, or ideas --
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20 please use the `mailing list`_ or :ref:`IRC <readme>` to reach the community.
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21
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22 We use Weblate_ to translate the user interface messages into languages other
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23 than English. Join our project on `Hosted Weblate`_ to help us.
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24 To register, you can use your Bitbucket or GitHub account. See :ref:`translations`
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25 for more details.
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27
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28 Getting started
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29 ---------------
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30
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31 To get started with Kallithea development::
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32
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33 hg clone https://kallithea-scm.org/repos/kallithea
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34 cd kallithea
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35 virtualenv ../kallithea-venv
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36 source ../kallithea-venv/bin/activate
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37 pip install --upgrade pip setuptools
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38 pip install --upgrade -e .
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39 pip install --upgrade -r dev_requirements.txt
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40 gearbox make-config my.ini
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41 gearbox setup-db -c my.ini --user=user --email=user@example.com --password=password --repos=/tmp
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42 gearbox serve -c my.ini --reload &
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43 firefox http://127.0.0.1:5000/
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45 If you plan to use Bitbucket_ for sending contributions, you can also fork
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46 Kallithea on Bitbucket_ first (https://bitbucket.org/conservancy/kallithea) and
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47 then replace the clone step above by a clone of your fork. In this case, please
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48 see :ref:`contributing-guidelies` below for configuring your fork correctly.
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51 Contribution flow
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52 -----------------
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53
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54 Starting from an existing Kallithea clone, make sure it is up to date with the
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55 latest upstream changes::
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56
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57 hg pull
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58 hg update
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59
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60 Review the :ref:`contributing-guidelines` and :ref:`coding-guidelines`.
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61
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62 If you are new to Mercurial, refer to Mercurial `Quick Start`_ and `Beginners
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63 Guide`_ on the Mercurial wiki.
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64
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65 Now, make some changes and test them (see :ref:`contributing-tests`). Don't
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66 forget to add new tests to cover new functionality or bug fixes.
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67
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68 For documentation changes, run ``make html`` from the ``docs`` directory to
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69 generate the HTML result, then review them in your browser.
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70
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71 Before submitting any changes, run the cleanup script::
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72
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73 ./scripts/run-all-cleanup
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74
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75 When you are completely ready, you can send your changes to the community for
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76 review and inclusion. Most commonly used methods are sending patches to the
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77 mailing list (via ``hg email``) or by creating a pull request on Bitbucket_.
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78
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79 .. _contributing-tests:
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80
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81
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82 Running tests
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83 -------------
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84
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85 After finishing your changes make sure all tests pass cleanly. Run the testsuite
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86 by invoking ``py.test`` from the project root::
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88 py.test
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89
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90 Note that testing on Python 2.6 also requires ``unittest2``.
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91
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92 Note that on unix systems, the temporary directory (``/tmp`` or where
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93 ``$TMPDIR`` points) must allow executable files; Git hooks must be executable,
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94 and the test suite creates repositories in the temporary directory. Linux
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95 systems with /tmp mounted noexec will thus fail.
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96
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97 You can also use ``tox`` to run the tests with all supported Python versions
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98 (currently Python 2.6--2.7).
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99
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100 When running tests, Kallithea uses `kallithea/tests/test.ini` and populates the
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101 SQLite database specified there.
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102
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103 It is possible to avoid recreating the full test database on each invocation of
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104 the tests, thus eliminating the initial delay. To achieve this, run the tests as::
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105
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106 gearbox serve -c kallithea/tests/test.ini --pid-file=test.pid --daemon
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107 KALLITHEA_WHOOSH_TEST_DISABLE=1 KALLITHEA_NO_TMP_PATH=1 py.test
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108 kill -9 $(cat test.pid)
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109
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110 In these commands, the following variables are used::
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111
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112 KALLITHEA_WHOOSH_TEST_DISABLE=1 - skip whoosh index building and tests
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113 KALLITHEA_NO_TMP_PATH=1 - disable new temp path for tests, used mostly for testing_vcs_operations
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114
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115 You can run individual tests by specifying their path as argument to py.test.
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116 py.test also has many more options, see `py.test -h`. Some useful options
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117 are::
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118
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119 -k EXPRESSION only run tests which match the given substring
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120 expression. An expression is a python evaluable
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121 expression where all names are substring-matched
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122 against test names and their parent classes. Example:
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123 -x, --exitfirst exit instantly on first error or failed test.
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124 --lf rerun only the tests that failed at the last run (or
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125 all if none failed)
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126 --ff run all tests but run the last failures first. This
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127 may re-order tests and thus lead to repeated fixture
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128 setup/teardown
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129 --pdb start the interactive Python debugger on errors.
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130 -s, --capture=no don't capture stdout (any stdout output will be
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131 printed immediately)
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132
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133 Performance tests
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134 ^^^^^^^^^^^^^^^^^
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135
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136 A number of performance tests are present in the test suite, but they are
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137 not run in a standard test run. These tests are useful to
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138 evaluate the impact of certain code changes with respect to performance.
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139
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140 To run these tests::
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141
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142 env TEST_PERFORMANCE=1 py.test kallithea/tests/performance
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143
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144 To analyze performance, you could install pytest-profiling_, which enables the
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145 --profile and --profile-svg options to py.test.
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146
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147 .. _pytest-profiling: https://github.com/manahl/pytest-plugins/tree/master/pytest-profiling
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148
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149 .. _contributing-guidelines:
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150
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151
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152 Contribution guidelines
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153 -----------------------
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154
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155 Kallithea is GPLv3 and we assume all contributions are made by the
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156 committer/contributor and under GPLv3 unless explicitly stated. We do care a
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157 lot about preservation of copyright and license information for existing code
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158 that is brought into the project.
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159
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160 Contributions will be accepted in most formats -- such as pull requests on
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161 Bitbucket, something hosted on your own Kallithea instance, or patches sent by
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162 email to the `kallithea-general`_ mailing list.
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163
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164 When contributing via Bitbucket, please make your fork of
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165 https://bitbucket.org/conservancy/kallithea/ `non-publishing`_ -- it is one of
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166 the settings on "Repository details" page. This ensures your commits are in
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167 "draft" phase and makes it easier for you to address feedback and for project
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168 maintainers to integrate your changes.
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169
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170 .. _non-publishing: https://www.mercurial-scm.org/wiki/Phases#Publishing_Repository
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171
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172 Make sure to test your changes both manually and with the automatic tests
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173 before posting.
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174
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175 We care about quality and review and keeping a clean repository history. We
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176 might give feedback that requests polishing contributions until they are
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177 "perfect". We might also rebase and collapse and make minor adjustments to your
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178 changes when we apply them.
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179
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180 We try to make sure we have consensus on the direction the project is taking.
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181 Everything non-sensitive should be discussed in public -- preferably on the
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182 mailing list. We aim at having all non-trivial changes reviewed by at least
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183 one other core developer before pushing. Obvious non-controversial changes will
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184 be handled more casually.
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185
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186 There is a main development branch ("default") which is generally stable so that
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187 it can be (and is) used in production. There is also a "stable" branch that is
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188 almost exclusively reserved for bug fixes or trivial changes. Experimental
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189 changes should live elsewhere (for example in a pull request) until they are
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190 ready.
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191
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192 .. _coding-guidelines:
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193
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194
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195 Coding guidelines
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196 -----------------
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197
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198 We don't have a formal coding/formatting standard. We are currently using a mix
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199 of Mercurial's (https://www.mercurial-scm.org/wiki/CodingStyle), pep8, and
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200 consistency with existing code. Run ``scripts/run-all-cleanup`` before
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201 committing to ensure some basic code formatting consistency.
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202
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203 We support both Python 2.6.x and 2.7.x and nothing else. For now we don't care
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204 about Python 3 compatibility.
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205
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206 We try to support the most common modern web browsers. IE9 is still supported
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207 to the extent it is feasible, IE8 is not.
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208
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209 We primarily support Linux and OS X on the server side but Windows should also work.
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210
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211 HTML templates should use 2 spaces for indentation ... but be pragmatic. We
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212 should use templates cleverly and avoid duplication. We should use reasonable
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213 semantic markup with element classes and IDs that can be used for styling and testing.
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214 We should only use inline styles in places where it really is semantic (such as
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215 ``display: none``).
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216
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217 JavaScript must use ``;`` between/after statements. Indentation 4 spaces. Inline
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218 multiline functions should be indented two levels -- one for the ``()`` and one for
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219 ``{}``.
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220 Variables holding jQuery objects should be named with a leading ``$``.
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221
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222 Commit messages should have a leading short line summarizing the changes. For
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223 bug fixes, put ``(Issue #123)`` at the end of this line.
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224
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225 Use American English grammar and spelling overall. Use `English title case`_ for
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226 page titles, button labels, headers, and 'labels' for fields in forms.
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227
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228 .. _English title case: https://en.wikipedia.org/wiki/Capitalization#Title_case
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229
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230 Template helpers (that is, everything in ``kallithea.lib.helpers``)
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231 should only be referenced from templates. If you need to call a
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232 helper from the Python code, consider moving the function somewhere
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233 else (e.g. to the model).
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234
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235 Notes on the SQLAlchemy session
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236 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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237
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238 Each HTTP request runs inside an independent SQLAlchemy session (as well
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239 as in an independent database transaction). ``Session`` is the session manager
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240 and factory. ``Session()`` will create a new session on-demand or return the
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241 current session for the active thread. Many database operations are methods on
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242 such session instances - only ``Session.remove()`` should be called directly on
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243 the manager.
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244
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245 Database model objects
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246 (almost) always belong to a particular SQLAlchemy session, which means
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247 that SQLAlchemy will ensure that they're kept in sync with the database
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248 (but also means that they cannot be shared across requests).
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249
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250 Objects can be added to the session using ``Session().add``, but this is
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251 rarely needed:
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252
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253 * When creating a database object by calling the constructor directly,
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254 it must explicitly be added to the session.
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255
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256 * When creating an object using a factory function (like
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257 ``create_repo``), the returned object has already (by convention)
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258 been added to the session, and should not be added again.
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259
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260 * When getting an object from the session (via ``Session().query`` or
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261 any of the utility functions that look up objects in the database),
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262 it's already part of the session, and should not be added again.
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263 SQLAlchemy monitors attribute modifications automatically for all
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264 objects it knows about and syncs them to the database.
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265
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266 SQLAlchemy also flushes changes to the database automatically; manually
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267 calling ``Session().flush`` is usually only necessary when the Python
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268 code needs the database to assign an "auto-increment" primary key ID to
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269 a freshly created model object (before flushing, the ID attribute will
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270 be ``None``).
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271
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272 TurboGears2 DebugBar
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273 ^^^^^^^^^^^^^^^^^^^^
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274
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275 It is possible to enable the TurboGears2-provided DebugBar_, a toolbar overlayed
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276 over the Kallithea web interface, allowing you to see:
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277
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278 * timing information of the current request, including profiling information
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279 * request data, including GET data, POST data, cookies, headers and environment
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280 variables
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281 * a list of executed database queries, including timing and result values
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282
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283 DebugBar is only activated when ``debug = true`` is set in the configuration
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284 file. This is important, because the DebugBar toolbar will be visible for all
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285 users, and allow them to see information they should not be allowed to see. Like
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286 is anyway the case for ``debug = true``, do not use this in production!
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287
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288 To enable DebugBar, install ``tgext.debugbar`` and ``kajiki`` (typically via
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289 ``pip``) and restart Kallithea (in debug mode).
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290
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291
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292 "Roadmap"
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293 ---------
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294
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295 We do not have a road map but are waiting for your contributions. Refer to the
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296 wiki_ for some ideas of places we might want to go -- contributions in these
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297 areas are very welcome.
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298
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299
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300 Thank you for your contribution!
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301 --------------------------------
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302
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303
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304 .. _Weblate: http://weblate.org/
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305 .. _issue tracking: https://bitbucket.org/conservancy/kallithea/issues?status=new&status=open
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306 .. _pull requests: https://bitbucket.org/conservancy/kallithea/pull-requests
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307 .. _bitbucket: http://bitbucket.org/
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308 .. _mailing list: http://lists.sfconservancy.org/mailman/listinfo/kallithea-general
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309 .. _kallithea-general: http://lists.sfconservancy.org/mailman/listinfo/kallithea-general
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310 .. _Hosted Weblate: https://hosted.weblate.org/projects/kallithea/kallithea/
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311 .. _wiki: https://bitbucket.org/conservancy/kallithea/wiki/Home
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312 .. _DebugBar: https://github.com/TurboGears/tgext.debugbar
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313 .. _Quick Start: https://www.mercurial-scm.org/wiki/QuickStart
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314 .. _Beginners Guide: https://www.mercurial-scm.org/wiki/BeginnersGuides