annotate docs/contributing.rst @ 7841:d9e37f7fd35b

docs: always use dev_requirements.txt together with main version constraints in setup.py pip isn't good at considering old constraints when installing or updating packages later. Instead, install everything at once. Note: pip and setuptools are usually installed automatically and could perhaps be removed from documentation. But for now, let's keep it.
author Mads Kiilerich <mads@kiilerich.com>
date Mon, 12 Aug 2019 12:54:01 +0200
parents ab30729c735c
children 3a3d96dbd445
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1 .. _contributing:
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2
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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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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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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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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 . -r dev_requirements.txt
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39 kallithea-cli config-create my.ini
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40 kallithea-cli db-create -c my.ini --user=user --email=user@example.com --password=password --repos=/tmp
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41 kallithea-cli front-end-build
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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-guidelines` below for configuring your fork correctly.
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51 Contribution flow
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52 -----------------
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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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60 Review the :ref:`contributing-guidelines` and :ref:`coding-guidelines`.
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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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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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71 Before submitting any changes, run the cleanup script::
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73 ./scripts/run-all-cleanup
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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 on unix systems, the temporary directory (``/tmp`` or where
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91 ``$TMPDIR`` points) must allow executable files; Git hooks must be executable,
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92 and the test suite creates repositories in the temporary directory. Linux
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93 systems with /tmp mounted noexec will thus fail.
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94
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95 You can also use ``tox`` to run the tests with all supported Python versions
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96 (currently only Python 2.7).
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97
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98 When running tests, Kallithea generates a `test.ini` based on template values
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99 in `kallithea/tests/conftest.py` and populates the SQLite database specified
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100 there.
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101
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102 It is possible to avoid recreating the full test database on each invocation of
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103 the tests, thus eliminating the initial delay. To achieve this, run the tests as::
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104
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105 gearbox serve -c /tmp/kallithea-test-XXX/test.ini --pid-file=test.pid --daemon
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106 KALLITHEA_WHOOSH_TEST_DISABLE=1 KALLITHEA_NO_TMP_PATH=1 py.test
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107 kill -9 $(cat test.pid)
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108
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109 In these commands, the following variables are used::
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110
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111 KALLITHEA_WHOOSH_TEST_DISABLE=1 - skip whoosh index building and tests
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112 KALLITHEA_NO_TMP_PATH=1 - disable new temp path for tests, used mostly for testing_vcs_operations
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113
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114 You can run individual tests by specifying their path as argument to py.test.
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115 py.test also has many more options, see `py.test -h`. Some useful options
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116 are::
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117
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118 -k EXPRESSION only run tests which match the given substring
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119 expression. An expression is a python evaluable
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120 expression where all names are substring-matched
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121 against test names and their parent classes. Example:
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122 -x, --exitfirst exit instantly on first error or failed test.
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123 --lf rerun only the tests that failed at the last run (or
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124 all if none failed)
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125 --ff run all tests but run the last failures first. This
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126 may re-order tests and thus lead to repeated fixture
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127 setup/teardown
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128 --pdb start the interactive Python debugger on errors.
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129 -s, --capture=no don't capture stdout (any stdout output will be
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130 printed immediately)
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131
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132 Performance tests
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133 ^^^^^^^^^^^^^^^^^
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134
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135 A number of performance tests are present in the test suite, but they are
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136 not run in a standard test run. These tests are useful to
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137 evaluate the impact of certain code changes with respect to performance.
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138
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139 To run these tests::
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140
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141 env TEST_PERFORMANCE=1 py.test kallithea/tests/performance
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142
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143 To analyze performance, you could install pytest-profiling_, which enables the
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144 --profile and --profile-svg options to py.test.
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145
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146 .. _pytest-profiling: https://github.com/manahl/pytest-plugins/tree/master/pytest-profiling
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147
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148 .. _contributing-guidelines:
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149
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150
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151 Contribution guidelines
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152 -----------------------
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153
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154 Kallithea is GPLv3 and we assume all contributions are made by the
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155 committer/contributor and under GPLv3 unless explicitly stated. We do care a
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156 lot about preservation of copyright and license information for existing code
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157 that is brought into the project.
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158
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159 Contributions will be accepted in most formats -- such as pull requests on
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160 Bitbucket, something hosted on your own Kallithea instance, or patches sent by
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161 email to the `kallithea-general`_ mailing list.
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162
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163 When contributing via Bitbucket, please make your fork of
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164 https://bitbucket.org/conservancy/kallithea/ `non-publishing`_ -- it is one of
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165 the settings on "Repository details" page. This ensures your commits are in
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166 "draft" phase and makes it easier for you to address feedback and for project
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167 maintainers to integrate your changes.
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168
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169 .. _non-publishing: https://www.mercurial-scm.org/wiki/Phases#Publishing_Repository
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170
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171 Make sure to test your changes both manually and with the automatic tests
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172 before posting.
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173
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174 We care about quality and review and keeping a clean repository history. We
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175 might give feedback that requests polishing contributions until they are
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176 "perfect". We might also rebase and collapse and make minor adjustments to your
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177 changes when we apply them.
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178
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179 We try to make sure we have consensus on the direction the project is taking.
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180 Everything non-sensitive should be discussed in public -- preferably on the
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181 mailing list. We aim at having all non-trivial changes reviewed by at least
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182 one other core developer before pushing. Obvious non-controversial changes will
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183 be handled more casually.
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184
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185 There is a main development branch ("default") which is generally stable so that
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186 it can be (and is) used in production. There is also a "stable" branch that is
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187 almost exclusively reserved for bug fixes or trivial changes. Experimental
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188 changes should live elsewhere (for example in a pull request) until they are
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189 ready.
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190
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191 .. _coding-guidelines:
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192
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193
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194 Coding guidelines
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195 -----------------
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196
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197 We don't have a formal coding/formatting standard. We are currently using a mix
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198 of Mercurial's (https://www.mercurial-scm.org/wiki/CodingStyle), pep8, and
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199 consistency with existing code. Run ``scripts/run-all-cleanup`` before
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200 committing to ensure some basic code formatting consistency.
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201
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202 We currently only support Python 2.7.x and nothing else. For now we don't care
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203 about Python 3 compatibility.
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204
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205 We try to support the most common modern web browsers. IE9 is still supported
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206 to the extent it is feasible, IE8 is not.
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207
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208 We primarily support Linux and OS X on the server side but Windows should also work.
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209
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210 HTML templates should use 2 spaces for indentation ... but be pragmatic. We
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211 should use templates cleverly and avoid duplication. We should use reasonable
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212 semantic markup with element classes and IDs that can be used for styling and testing.
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213 We should only use inline styles in places where it really is semantic (such as
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214 ``display: none``).
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215
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216 JavaScript must use ``;`` between/after statements. Indentation 4 spaces. Inline
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217 multiline functions should be indented two levels -- one for the ``()`` and one for
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218 ``{}``.
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219 Variables holding jQuery objects should be named with a leading ``$``.
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220
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221 Commit messages should have a leading short line summarizing the changes. For
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222 bug fixes, put ``(Issue #123)`` at the end of this line.
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223
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224 Use American English grammar and spelling overall. Use `English title case`_ for
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225 page titles, button labels, headers, and 'labels' for fields in forms.
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226
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227 .. _English title case: https://en.wikipedia.org/wiki/Capitalization#Title_case
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228
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229 Template helpers (that is, everything in ``kallithea.lib.helpers``)
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230 should only be referenced from templates. If you need to call a
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231 helper from the Python code, consider moving the function somewhere
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232 else (e.g. to the model).
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233
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234 Notes on the SQLAlchemy session
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235 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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236
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237 Each HTTP request runs inside an independent SQLAlchemy session (as well
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238 as in an independent database transaction). ``Session`` is the session manager
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239 and factory. ``Session()`` will create a new session on-demand or return the
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240 current session for the active thread. Many database operations are methods on
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241 such session instances - only ``Session.remove()`` should be called directly on
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242 the manager.
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243
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244 Database model objects
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245 (almost) always belong to a particular SQLAlchemy session, which means
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246 that SQLAlchemy will ensure that they're kept in sync with the database
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247 (but also means that they cannot be shared across requests).
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248
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249 Objects can be added to the session using ``Session().add``, but this is
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250 rarely needed:
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251
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252 * When creating a database object by calling the constructor directly,
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253 it must explicitly be added to the session.
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254
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255 * When creating an object using a factory function (like
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256 ``create_repo``), the returned object has already (by convention)
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257 been added to the session, and should not be added again.
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258
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259 * When getting an object from the session (via ``Session().query`` or
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260 any of the utility functions that look up objects in the database),
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261 it's already part of the session, and should not be added again.
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262 SQLAlchemy monitors attribute modifications automatically for all
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263 objects it knows about and syncs them to the database.
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264
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265 SQLAlchemy also flushes changes to the database automatically; manually
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266 calling ``Session().flush`` is usually only necessary when the Python
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267 code needs the database to assign an "auto-increment" primary key ID to
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268 a freshly created model object (before flushing, the ID attribute will
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269 be ``None``).
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270
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271 TurboGears2 DebugBar
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272 ^^^^^^^^^^^^^^^^^^^^
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273
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274 It is possible to enable the TurboGears2-provided DebugBar_, a toolbar overlayed
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275 over the Kallithea web interface, allowing you to see:
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276
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277 * timing information of the current request, including profiling information
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278 * request data, including GET data, POST data, cookies, headers and environment
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279 variables
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280 * a list of executed database queries, including timing and result values
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281
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282 DebugBar is only activated when ``debug = true`` is set in the configuration
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283 file. This is important, because the DebugBar toolbar will be visible for all
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284 users, and allow them to see information they should not be allowed to see. Like
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285 is anyway the case for ``debug = true``, do not use this in production!
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286
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287 To enable DebugBar, install ``tgext.debugbar`` and ``kajiki`` (typically via
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288 ``pip``) and restart Kallithea (in debug mode).
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289
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290
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291 "Roadmap"
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292 ---------
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293
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294 We do not have a road map but are waiting for your contributions. Refer to the
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295 wiki_ for some ideas of places we might want to go -- contributions in these
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296 areas are very welcome.
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297
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298
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299 Thank you for your contribution!
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300 --------------------------------
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301
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302
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303 .. _Weblate: http://weblate.org/
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304 .. _issue tracking: https://bitbucket.org/conservancy/kallithea/issues?status=new&status=open
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305 .. _pull requests: https://bitbucket.org/conservancy/kallithea/pull-requests
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306 .. _bitbucket: http://bitbucket.org/
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307 .. _mailing list: http://lists.sfconservancy.org/mailman/listinfo/kallithea-general
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308 .. _kallithea-general: http://lists.sfconservancy.org/mailman/listinfo/kallithea-general
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309 .. _Hosted Weblate: https://hosted.weblate.org/projects/kallithea/kallithea/
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310 .. _wiki: https://bitbucket.org/conservancy/kallithea/wiki/Home
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311 .. _DebugBar: https://github.com/TurboGears/tgext.debugbar
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312 .. _Quick Start: https://www.mercurial-scm.org/wiki/QuickStart
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313 .. _Beginners Guide: https://www.mercurial-scm.org/wiki/BeginnersGuides