include           .coveragerc

include           Apache-License-2.0.txt

include           CONTRIBUTORS

include           COPYING

include           Jenkinsfile

include           LICENSE-MERGELY.html

include           LICENSE.md

include           MIT-Permissive-License.txt

include           README.rst

include           dev_requirements.txt

include           development.ini

include           pytest.ini

include           requirements.txt

include           tox.ini

recursive-include docs *

recursive-include init.d *

recursive-include kallithea/alembic *

include           kallithea/bin/ldap_sync.conf

include           kallithea/lib/paster_commands/template.ini.mako

recursive-include kallithea/i18n *

recursive-include kallithea/public *

recursive-include kallithea/templates *

recursive-include kallithea/tests/fixtures *

recursive-include kallithea/tests/scripts *

include           kallithea/tests/models/test_dump_html_mails.ref.html

include           kallithea/tests/performance/test_vcs.py

include           kallithea/tests/vcs/aconfig

recursive-include scripts *

.. _contributing:

=========================

Contributing to Kallithea

=========================

Kallithea is developed and maintained by its users. Please join us and scratch

your own itch.

Infrastructure

--------------

The main repository is hosted on Our Own Kallithea (aka OOK) at

https://kallithea-scm.org/repos/kallithea/, our self-hosted instance

of Kallithea.

For now, we use Bitbucket_ for `pull requests`_ and `issue tracking`_. The

issue tracker is for tracking bugs, not for support, discussion, or ideas --

please use the `mailing list`_ or :ref:`IRC <readme>` to reach the community.

We use Weblate_ to translate the user interface messages into languages other

than English. Join our project on `Hosted Weblate`_ to help us.

To register, you can use your Bitbucket or GitHub account. See :ref:`translations`

for more details.

Getting started

---------------

To get started with Kallithea development::

        hg clone https://kallithea-scm.org/repos/kallithea

        cd kallithea

        virtualenv ../kallithea-venv

        source ../kallithea-venv/bin/activate

        pip install --upgrade pip setuptools

        pip install --upgrade -e .

        pip install --upgrade -r dev_requirements.txt

        gearbox make-config my.ini

        gearbox setup-db -c my.ini --user=user --email=user@example.com --password=password --repos=/tmp

        gearbox serve -c my.ini --reload &

        firefox http://127.0.0.1:5000/

If you plan to use Bitbucket_ for sending contributions, you can also fork

Kallithea on Bitbucket_ first (https://bitbucket.org/conservancy/kallithea) and

then replace the clone step above by a clone of your fork. In this case, please

see :ref:`contributing-guidelines` below for configuring your fork correctly.

Contribution flow

-----------------

Starting from an existing Kallithea clone, make sure it is up to date with the

latest upstream changes::

        hg pull

        hg update

Review the :ref:`contributing-guidelines` and :ref:`coding-guidelines`.

If you are new to Mercurial, refer to Mercurial `Quick Start`_ and `Beginners

Guide`_ on the Mercurial wiki.

Now, make some changes and test them (see :ref:`contributing-tests`). Don't

forget to add new tests to cover new functionality or bug fixes.

For documentation changes, run ``make html`` from the ``docs`` directory to

generate the HTML result, then review them in your browser.

Before submitting any changes, run the cleanup script::

        ./scripts/run-all-cleanup

When you are completely ready, you can send your changes to the community for

review and inclusion. Most commonly used methods are sending patches to the

mailing list (via ``hg email``) or by creating a pull request on Bitbucket_.

.. _contributing-tests:

Running tests

-------------

After finishing your changes make sure all tests pass cleanly. Run the testsuite

by invoking ``py.test`` from the project root::

    py.test

Note that testing on Python 2.6 also requires ``unittest2``.

Note that on unix systems, the temporary directory (``/tmp`` or where

``$TMPDIR`` points) must allow executable files; Git hooks must be executable,

and the test suite creates repositories in the temporary directory. Linux

systems with /tmp mounted noexec will thus fail.

You can also use ``tox`` to run the tests with all supported Python versions

(currently Python 2.6--2.7).

When running tests, Kallithea uses `kallithea/tests/test.ini` and populates the

SQLite database specified there.

It is possible to avoid recreating the full test database on each invocation of

the tests, thus eliminating the initial delay. To achieve this, run the tests as::

    gearbox serve -c kallithea/tests/test.ini --pid-file=test.pid --daemon

    KALLITHEA_WHOOSH_TEST_DISABLE=1 KALLITHEA_NO_TMP_PATH=1 py.test

    kill -9 $(cat test.pid)

In these commands, the following variables are used::

    KALLITHEA_WHOOSH_TEST_DISABLE=1 - skip whoosh index building and tests

    KALLITHEA_NO_TMP_PATH=1 - disable new temp path for tests, used mostly for testing_vcs_operations

You can run individual tests by specifying their path as argument to py.test.

py.test also has many more options, see `py.test -h`. Some useful options

are::

    -k EXPRESSION         only run tests which match the given substring

                          expression. An expression is a python evaluable

                          expression where all names are substring-matched

                          against test names and their parent classes. Example:

    -x, --exitfirst       exit instantly on first error or failed test.

    --lf                  rerun only the tests that failed at the last run (or

                          all if none failed)

    --ff                  run all tests but run the last failures first. This

                          may re-order tests and thus lead to repeated fixture

                          setup/teardown

    --pdb                 start the interactive Python debugger on errors.

    -s, --capture=no      don't capture stdout (any stdout output will be

                          printed immediately)

Performance tests

^^^^^^^^^^^^^^^^^

A number of performance tests are present in the test suite, but they are

not run in a standard test run. These tests are useful to

evaluate the impact of certain code changes with respect to performance.

To run these tests::

    env TEST_PERFORMANCE=1 py.test kallithea/tests/performance

To analyze performance, you could install pytest-profiling_, which enables the

--profile and --profile-svg options to py.test.

.. _pytest-profiling: https://github.com/manahl/pytest-plugins/tree/master/pytest-profiling

.. _contributing-guidelines:

Contribution guidelines

-----------------------

Kallithea is GPLv3 and we assume all contributions are made by the

committer/contributor and under GPLv3 unless explicitly stated. We do care a

lot about preservation of copyright and license information for existing code

that is brought into the project.

Contributions will be accepted in most formats -- such as pull requests on

Bitbucket, something hosted on your own Kallithea instance, or patches sent by

email to the `kallithea-general`_ mailing list.

When contributing via Bitbucket, please make your fork of

https://bitbucket.org/conservancy/kallithea/ `non-publishing`_ -- it is one of

the settings on "Repository details" page. This ensures your commits are in

"draft" phase and makes it easier for you to address feedback and for project

maintainers to integrate your changes.

.. _non-publishing: https://www.mercurial-scm.org/wiki/Phases#Publishing_Repository

Make sure to test your changes both manually and with the automatic tests

before posting.

We care about quality and review and keeping a clean repository history. We

might give feedback that requests polishing contributions until they are

"perfect". We might also rebase and collapse and make minor adjustments to your

changes when we apply them.

We try to make sure we have consensus on the direction the project is taking.

Everything non-sensitive should be discussed in public -- preferably on the

mailing list.  We aim at having all non-trivial changes reviewed by at least

one other core developer before pushing. Obvious non-controversial changes will

be handled more casually.

There is a main development branch ("default") which is generally stable so that

it can be (and is) used in production. There is also a "stable" branch that is

almost exclusively reserved for bug fixes or trivial changes. Experimental

changes should live elsewhere (for example in a pull request) until they are

ready.

.. _coding-guidelines:

Coding guidelines

-----------------

We don't have a formal coding/formatting standard. We are currently using a mix

of Mercurial's (https://www.mercurial-scm.org/wiki/CodingStyle), pep8, and

consistency with existing code. Run ``scripts/run-all-cleanup`` before

committing to ensure some basic code formatting consistency.

We support both Python 2.6.x and 2.7.x and nothing else. For now we don't care

about Python 3 compatibility.

We try to support the most common modern web browsers. IE9 is still supported

to the extent it is feasible, IE8 is not.

We primarily support Linux and OS X on the server side but Windows should also work.

HTML templates should use 2 spaces for indentation ... but be pragmatic. We

should use templates cleverly and avoid duplication. We should use reasonable

semantic markup with element classes and IDs that can be used for styling and testing.

We should only use inline styles in places where it really is semantic (such as

``display: none``).

JavaScript must use ``;`` between/after statements. Indentation 4 spaces. Inline

multiline functions should be indented two levels -- one for the ``()`` and one for

``{}``.

Variables holding jQuery objects should be named with a leading ``$``.

Commit messages should have a leading short line summarizing the changes. For

bug fixes, put ``(Issue #123)`` at the end of this line.

Use American English grammar and spelling overall. Use `English title case`_ for

page titles, button labels, headers, and 'labels' for fields in forms.

.. _English title case: https://en.wikipedia.org/wiki/Capitalization#Title_case

Template helpers (that is, everything in ``kallithea.lib.helpers``)

should only be referenced from templates. If you need to call a

helper from the Python code, consider moving the function somewhere

else (e.g. to the model).

Notes on the SQLAlchemy session

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

Each HTTP request runs inside an independent SQLAlchemy session (as well

as in an independent database transaction). ``Session`` is the session manager

and factory. ``Session()`` will create a new session on-demand or return the

current session for the active thread. Many database operations are methods on

such session instances - only ``Session.remove()`` should be called directly on

the manager.

Database model objects

(almost) always belong to a particular SQLAlchemy session, which means

that SQLAlchemy will ensure that they're kept in sync with the database

(but also means that they cannot be shared across requests).

Objects can be added to the session using ``Session().add``, but this is

rarely needed:

* When creating a database object by calling the constructor directly,

  it must explicitly be added to the session.

* When creating an object using a factory function (like

  ``create_repo``), the returned object has already (by convention)

  been added to the session, and should not be added again.

* When getting an object from the session (via ``Session().query`` or

  any of the utility functions that look up objects in the database),

  it's already part of the session, and should not be added again.

  SQLAlchemy monitors attribute modifications automatically for all

  objects it knows about and syncs them to the database.

SQLAlchemy also flushes changes to the database automatically; manually

calling ``Session().flush`` is usually only necessary when the Python

code needs the database to assign an "auto-increment" primary key ID to

a freshly created model object (before flushing, the ID attribute will

be ``None``).

TurboGears2 DebugBar

^^^^^^^^^^^^^^^^^^^^

It is possible to enable the TurboGears2-provided DebugBar_, a toolbar overlayed

over the Kallithea web interface, allowing you to see:

* timing information of the current request, including profiling information

* request data, including GET data, POST data, cookies, headers and environment

  variables

* a list of executed database queries, including timing and result values

DebugBar is only activated when ``debug = true`` is set in the configuration

file. This is important, because the DebugBar toolbar will be visible for all

users, and allow them to see information they should not be allowed to see. Like

is anyway the case for ``debug = true``, do not use this in production!

To enable DebugBar, install ``tgext.debugbar`` and ``kajiki`` (typically via

``pip``) and restart Kallithea (in debug mode).

"Roadmap"

---------

We do not have a road map but are waiting for your contributions. Refer to the

wiki_ for some ideas of places we might want to go -- contributions in these

areas are very welcome.

Thank you for your contribution!

--------------------------------

.. _Weblate: http://weblate.org/

.. _issue tracking: https://bitbucket.org/conservancy/kallithea/issues?status=new&status=open

.. _pull requests: https://bitbucket.org/conservancy/kallithea/pull-requests

.. _bitbucket: http://bitbucket.org/

.. _mailing list: http://lists.sfconservancy.org/mailman/listinfo/kallithea-general

.. _kallithea-general: http://lists.sfconservancy.org/mailman/listinfo/kallithea-general

.. _Hosted Weblate: https://hosted.weblate.org/projects/kallithea/kallithea/

.. _wiki: https://bitbucket.org/conservancy/kallithea/wiki/Home

.. _DebugBar: https://github.com/TurboGears/tgext.debugbar

.. _Quick Start: https://www.mercurial-scm.org/wiki/QuickStart

.. _Beginners Guide: https://www.mercurial-scm.org/wiki/BeginnersGuides

.. _setup:

=====

Setup

=====

Preparing front-end

-------------------

Temporarily, in the current Kallithea version, some extra steps are required to

build front-end files:

Find the right ``kallithea/public/less`` path with::

    python -c "import os, kallithea; print os.path.join(os.path.dirname(os.path.abspath(kallithea.__file__)), 'public', 'less')"

Then run::

Setting up Kallithea

--------------------

First, you will need to create a Kallithea configuration file. Run the

following command to do so::

    gearbox make-config my.ini

This will create the file ``my.ini`` in the current directory. This

configuration file contains the various settings for Kallithea, e.g.

proxy port, email settings, usage of static files, cache, Celery

settings, and logging. Extra settings can be specified like::

    gearbox make-config my.ini host=8.8.8.8 "[handler_console]" formatter=color_formatter

Next, you need to create the databases used by Kallithea. It is recommended to

use PostgreSQL or SQLite (default). If you choose a database other than the

default, ensure you properly adjust the database URL in your ``my.ini``

configuration file to use this other database. Kallithea currently supports

PostgreSQL, SQLite and MySQL databases. Create the database by running

the following command::

    gearbox setup-db -c my.ini

This will prompt you for a "root" path. This "root" path is the location where

Kallithea will store all of its repositories on the current machine. After

entering this "root" path ``setup-db`` will also prompt you for a username

and password for the initial admin account which ``setup-db`` sets

up for you.

The ``setup-db`` values can also be given on the command line.

Example::

    gearbox setup-db -c my.ini --user=nn --password=secret --email=nn@example.com --repos=/srv/repos

The ``setup-db`` command will create all needed tables and an

admin account. When choosing a root path you can either use a new

empty location, or a location which already contains existing

repositories. If you choose a location which contains existing

repositories Kallithea will add all of the repositories at the chosen

location to its database.  (Note: make sure you specify the correct

path to the root).

.. note:: the given path for Mercurial_ repositories **must** be write

          accessible for the application. It's very important since

          the Kallithea web interface will work without write access,

          but when trying to do a push it will fail with permission

          denied errors unless it has write access.

You are now ready to use Kallithea. To run it simply execute::

    gearbox serve -c my.ini

- This command runs the Kallithea server. The web app should be available at

  http://127.0.0.1:5000. The IP address and port is configurable via the

  configuration file created in the previous step.

- Log in to Kallithea using the admin account created when running ``setup-db``.

- The default permissions on each repository is read, and the owner is admin.

  Remember to update these if needed.

- In the admin panel you can toggle LDAP, anonymous, and permissions

  settings, as well as edit more advanced options on users and

  repositories.

Internationalization (i18n support)

-----------------------------------

The Kallithea web interface is automatically displayed in the user's preferred

language, as indicated by the browser. Thus, different users may see the

application in different languages. If the requested language is not available

(because the translation file for that language does not yet exist or is

incomplete), the language specified in setting ``i18n.lang`` in the Kallithea

configuration file is used as fallback. If no fallback language is explicitly

specified, English is used.

If you want to disable automatic language detection and instead configure a

fixed language regardless of user preference, set ``i18n.enabled = false`` and

set ``i18n.lang`` to the desired language (or leave empty for English).

Using Kallithea with SSH

------------------------

Kallithea currently only hosts repositories using http and https. (The addition

of ssh hosting is a planned future feature.) However you can easily use ssh in

parallel with Kallithea. (Repository access via ssh is a standard "out of

the box" feature of Mercurial_ and you can use this to access any of the

repositories that Kallithea is hosting. See PublishingRepositories_)

Kallithea repository structures are kept in directories with the same name

as the project. When using repository groups, each group is a subdirectory.

This allows you to easily use ssh for accessing repositories.

In order to use ssh you need to make sure that your web server and the users'

login accounts have the correct permissions set on the appropriate directories.

.. note:: These permissions are independent of any permissions you

          have set up using the Kallithea web interface.

If your main directory (the same as set in Kallithea settings) is for

example set to ``/srv/repos`` and the repository you are using is

named ``kallithea``, then to clone via ssh you should run::

    hg clone ssh://user@kallithea.example.com/srv/repos/kallithea

Using other external tools such as mercurial-server_ or using ssh key-based

authentication is fully supported.

.. note:: In an advanced setup, in order for your ssh access to use

          the same permissions as set up via the Kallithea web

          interface, you can create an authentication hook to connect

          to the Kallithea db and run check functions for permissions

          against that.

Setting up Whoosh full text search

----------------------------------

Kallithea provides full text search of repositories using `Whoosh`__.

.. __: https://pythonhosted.org/Whoosh/

For an incremental index build, run::

    gearbox make-index -c my.ini

For a full index rebuild, run::

    gearbox make-index -c my.ini -f

The ``--repo-location`` option allows the location of the repositories to be overridden;

usually, the location is retrieved from the Kallithea database.

The ``--index-only`` option can be used to limit the indexed repositories to a comma-separated list::

    gearbox make-index -c my.ini --index-only=vcs,kallithea

To keep your index up-to-date it is necessary to do periodic index builds;

for this, it is recommended to use a crontab entry. Example::

    0  3  *  *  *  /path/to/virtualenv/bin/gearbox make-index -c /path/to/kallithea/my.ini

When using incremental mode (the default), Whoosh will check the last

modification date of each file and add it to be reindexed if a newer file is

available. The indexing daemon checks for any removed files and removes them

from index.

If you want to rebuild the index from scratch, you can use the ``-f`` flag as above,

or in the admin panel you can check the "build from scratch" checkbox.

.. _ldap-setup:

Setting up LDAP support

-----------------------

Kallithea supports LDAP authentication. In order

to use LDAP, you have to install the python-ldap_ package. This package is

available via PyPI, so you can install it by running::

    pip install python-ldap

.. note:: ``python-ldap`` requires some libraries to be installed on

          your system, so before installing it check that you have at

          least the ``openldap`` and ``sasl`` libraries.

Choose *Admin > Authentication*, click the ``kallithea.lib.auth_modules.auth_ldap`` button

and then *Save*, to enable the LDAP plugin and configure its settings.

Here's a typical LDAP setup::

 Connection settings

 Enable LDAP          = checked

 Host                 = host.example.com

 Account              = <account>

 Password             = <password>

 Connection Security  = LDAPS

 Certificate Checks   = DEMAND

 Search settings

 Base DN              = CN=users,DC=host,DC=example,DC=org

 LDAP Filter          = (&(objectClass=user)(!(objectClass=computer)))

 LDAP Search Scope    = SUBTREE

 Attribute mappings

 Login Attribute      = uid

 First Name Attribute = firstName

 Last Name Attribute  = lastName

 Email Attribute      = mail

If your user groups are placed in an Organisation Unit (OU) structure, the Search Settings configuration differs::

 Search settings

 Base DN              = DC=host,DC=example,DC=org

 LDAP Filter          = (&(memberOf=CN=your user group,OU=subunit,OU=unit,DC=host,DC=example,DC=org)(objectClass=user))

 LDAP Search Scope    = SUBTREE

.. _enable_ldap:

Enable LDAP : required

    Whether to use LDAP for authenticating users.

.. _ldap_host:

Host : required

    LDAP server hostname or IP address. Can be also a comma separated

    list of servers to support LDAP fail-over.

.. _Port:

Port : optional

    Defaults to 389 for PLAIN un-encrypted LDAP and START_TLS.

    Defaults to 636 for LDAPS.

.. _ldap_account:

Account : optional

    Only required if the LDAP server does not allow anonymous browsing of

    records.  This should be a special account for record browsing.  This

    will require `LDAP Password`_ below.

.. _LDAP Password:

Password : optional

    Only required if the LDAP server does not allow anonymous browsing of

    records.

.. _Enable LDAPS:

Connection Security : required

    Defines the connection to LDAP server

    PLAIN

        Plain unencrypted LDAP connection.

        This will by default use `Port`_ 389.

    LDAPS

        Use secure LDAPS connections according to `Certificate

        Checks`_ configuration.

        This will by default use `Port`_ 636.

    START_TLS

        Use START TLS according to `Certificate Checks`_ configuration on an

        apparently "plain" LDAP connection.

        This will by default use `Port`_ 389.

.. _Certificate Checks:

Certificate Checks : optional

    How SSL certificates verification is handled -- this is only useful when

    `Enable LDAPS`_ is enabled.  Only DEMAND or HARD offer full SSL security

    with mandatory certificate validation, while the other options are

    susceptible to man-in-the-middle attacks.

    NEVER

        A serve certificate will never be requested or checked.

    ALLOW

        A server certificate is requested.  Failure to provide a

        certificate or providing a bad certificate will not terminate the

        session.

    TRY

        A server certificate is requested.  Failure to provide a

        certificate does not halt the session; providing a bad certificate

        halts the session.

    DEMAND

        A server certificate is requested and must be provided and

        authenticated for the session to proceed.

    HARD

        The same as DEMAND.

.. _Custom CA Certificates:

Custom CA Certificates : optional

    Directory used by OpenSSL to find CAs for validating the LDAP server certificate.

    Python 2.7.10 and later default to using the system certificate store, and

    this should thus not be necessary when using certificates signed by a CA

    trusted by the system.

    It can be set to something like `/etc/openldap/cacerts` on older systems or

    if using self-signed certificates.

.. _Base DN:

Base DN : required

    The Distinguished Name (DN) where searches for users will be performed.

    Searches can be controlled by `LDAP Filter`_ and `LDAP Search Scope`_.

.. _LDAP Filter:

LDAP Filter : optional

    A LDAP filter defined by RFC 2254.  This is more useful when `LDAP

    Search Scope`_ is set to SUBTREE.  The filter is useful for limiting

    which LDAP objects are identified as representing Users for

    authentication.  The filter is augmented by `Login Attribute`_ below.

    This can commonly be left blank.

.. _LDAP Search Scope:

LDAP Search Scope : required

    This limits how far LDAP will search for a matching object.

    BASE

        Only allows searching of `Base DN`_ and is usually not what you

        want.

    ONELEVEL

        Searches all entries under `Base DN`_, but not Base DN itself.

    SUBTREE

        Searches all entries below `Base DN`_, but not Base DN itself.

        When using SUBTREE `LDAP Filter`_ is useful to limit object

        location.

.. _Login Attribute:

Login Attribute : required

    The LDAP record attribute that will be matched as the USERNAME or

    ACCOUNT used to connect to Kallithea.  This will be added to `LDAP

    Filter`_ for locating the User object.  If `LDAP Filter`_ is specified as

    "LDAPFILTER", `Login Attribute`_ is specified as "uid" and the user has

    connected as "jsmith" then the `LDAP Filter`_ will be augmented as below

    ::

        (&(LDAPFILTER)(uid=jsmith))

.. _ldap_attr_firstname:

First Name Attribute : required

    The LDAP record attribute which represents the user's first name.

.. _ldap_attr_lastname:

Last Name Attribute : required

    The LDAP record attribute which represents the user's last name.

.. _ldap_attr_email:

Email Attribute : required

    The LDAP record attribute which represents the user's email address.

If all data are entered correctly, and python-ldap_ is properly installed

users should be granted access to Kallithea with LDAP accounts.  At this

time user information is copied from LDAP into the Kallithea user database.

This means that updates of an LDAP user object may not be reflected as a

user update in Kallithea.

If You have problems with LDAP access and believe You entered correct

information check out the Kallithea logs, any error messages sent from LDAP

will be saved there.

Active Directory

^^^^^^^^^^^^^^^^

Kallithea can use Microsoft Active Directory for user authentication.  This

is done through an LDAP or LDAPS connection to Active Directory.  The

following LDAP configuration settings are typical for using Active

Directory ::

 Base DN              = OU=SBSUsers,OU=Users,OU=MyBusiness,DC=v3sys,DC=local

 Login Attribute      = sAMAccountName

 First Name Attribute = givenName

 Last Name Attribute  = sn

 Email Attribute     = mail

All other LDAP settings will likely be site-specific and should be

appropriately configured.

Authentication by container or reverse-proxy

--------------------------------------------

Kallithea supports delegating the authentication

of users to its WSGI container, or to a reverse-proxy server through which all

clients access the application.

When these authentication methods are enabled in Kallithea, it uses the

username that the container/proxy (Apache or Nginx, etc.) provides and doesn't

perform the authentication itself. The authorization, however, is still done by

Kallithea according to its settings.

.. _upgrade:

===================

Upgrading Kallithea

===================

This describes the process for upgrading Kallithea, independently of the

Kallithea installation method.

.. note::

    If you are upgrading from a RhodeCode installation, you must first

    install Kallithea 0.3.2 and follow the instructions in the 0.3.2

    README to perform a one-time conversion of the database from

    RhodeCode to Kallithea, before upgrading to the latest version

    of Kallithea.

1. Stop the Kallithea web application

-------------------------------------

This step depends entirely on the web server software used to serve

Kallithea, but in any case, Kallithea should not be running during

the upgrade.

.. note::

    If you're using Celery, make sure you stop all instances during the

    upgrade.

2. Create a backup of both database and configuration

-----------------------------------------------------

You are of course strongly recommended to make backups regularly, but it

is *especially* important to make a full database and configuration

backup before performing a Kallithea upgrade.

Back up your configuration

^^^^^^^^^^^^^^^^^^^^^^^^^^

Make a copy of your Kallithea configuration (``.ini``) file.

If you are using :ref:`rcextensions <customization>`, you should also

make a copy of the entire ``rcextensions`` directory.

Back up your database

^^^^^^^^^^^^^^^^^^^^^

If using SQLite, simply make a copy of the Kallithea database (``.db``)

file.

If using PostgreSQL, please consult the documentation for the ``pg_dump``

utility.

If using MySQL, please consult the documentation for the ``mysqldump``

utility.

Look for ``sqlalchemy.url`` in your configuration file to determine

database type, settings, location, etc.

3. Activate the Kallithea virtual environment (if any)

------------------------------------------------------

Verify that you are using the Python environment that you originally

installed Kallithea in by running::

    pip freeze

This will list all packages installed in the current environment. If

Kallithea isn't listed, activate the correct virtual environment.

See the appropriate installation page for details.

4. Install new version of Kallithea

-----------------------------------

Please refer to the instructions for the installation method you

originally used to install Kallithea.

If you originally installed using pip, it is as simple as::

    pip install --upgrade kallithea

If you originally installed from version control, it is as simple as::

    cd my-kallithea-clone

    hg pull -u

    pip install --upgrade -e .

Temporarily, in the current version, an extra step is required to build

front-end files:

Find the right ``kallithea/public/less`` path with::

    python -c "import os, kallithea; print os.path.join(os.path.dirname(os.path.abspath(kallithea.__file__)), 'public', 'less')"

Then run::

5. Upgrade your configuration

-----------------------------

Run the following command to create a new configuration (``.ini``) file::