Changeset - 6ef837acb0d2
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domruf - 8 years ago 2017-10-24 21:18:09
dominikruf@gmail.com
less: don't distribute the generated style.css file - for now, it must be built with npm after installing Kallithea

Generated files should not be included in the repository. Especially not when
using GPL with the requirement of distributing corresponding source.

Also add the two commands to generate the css file to the docs.

Modified by Mads Kiilerich.
6 files changed with 37 insertions and 1830 deletions:
0 comments (0 inline, 0 general)
.hgignore
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syntax: glob
 
*.pyc
 
*.swp
 
*.sqlite
 
*.tox
 
*.egg-info
 
*.egg
 
*.mo
 
.eggs/
 
tarballcache/
 
node_modules/
 

	
 
syntax: regexp
 
^rcextensions
 
^build
 
^dist/
 
^docs/build/
 
^docs/_build/
 
^data$
 
^sql_dumps/
 
^\.settings$
 
^\.project$
 
^\.pydevproject$
 
^\.coverage$
 
^kallithea/public/css/style\.css$
 
^kallithea\.db$
 
^test\.db$
 
^Kallithea\.egg-info$
 
^my\.ini$
 
^fabfile.py
 
^\.idea$
 
^\.cache$
 
/__pycache__$
docs/contributing.rst
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.. _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
 
        npm --prefix kallithea/public/less install     # install dependencies - both tools and data
 
        npm --prefix kallithea/public/less run less    # for generating css from less
 
        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
docs/overview.rst
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.. _overview:
 

	
 
=====================
 
Installation overview
 
=====================
 

	
 
Some overview and some details that can help understanding the options when
 
installing Kallithea.
 

	
 

	
 
Python environment
 
------------------
 

	
 
**Kallithea** is written entirely in Python_ and requires Python version
 
2.6 or higher. Python 3.x is currently not supported.
 

	
 
Given a Python installation, there are different ways of providing the
 
environment for running Python applications. Each of them pretty much
 
corresponds to a ``site-packages`` directory somewhere where packages can be
 
installed.
 

	
 
Kallithea itself can be run from source or be installed, but even when running
 
from source, there are some dependencies that must be installed in the Python
 
environment used for running Kallithea.
 

	
 
- Packages *could* be installed in Python's ``site-packages`` directory ... but
 
  that would require running pip_ as root and it would be hard to uninstall or
 
  upgrade and is probably not a good idea unless using a package manager.
 

	
 
- Packages could also be installed in ``~/.local`` ... but that is probably
 
  only a good idea if using a dedicated user per application or instance.
 

	
 
- Finally, it can be installed in a virtualenv_. That is a very lightweight
 
  "container" where each Kallithea instance can get its own dedicated and
 
  self-contained virtual environment.
 

	
 
We recommend using virtualenv for installing Kallithea.
 

	
 

	
 
Installation methods
 
--------------------
 

	
 
Kallithea must be installed on a server. Kallithea is installed in a Python
 
environment so it can use packages that are installed there and make itself
 
available for other packages.
 

	
 
Two different cases will pretty much cover the options for how it can be
 
installed.
 

	
 
- The Kallithea source repository can be cloned and used -- it is kept stable and
 
  can be used in production. The Kallithea maintainers use the development
 
  branch in production. The advantage of installation from source and regularly
 
  updating it is that you take advantage of the most recent improvements. Using
 
  it directly from a DVCS also means that it is easy to track local customizations.
 

	
 
  Running ``pip install -e .`` in the source will use pip to install the
 
  necessary dependencies in the Python environment and create a
 
  ``.../site-packages/Kallithea.egg-link`` file there that points at the Kallithea
 
  source.
 

	
 
- Kallithea can also be installed from ready-made packages using a package manager.
 
  The official released versions are available on PyPI_ and can be downloaded and
 
  installed with all dependencies using ``pip install kallithea``.
 

	
 
  With this method, Kallithea is installed in the Python environment as any
 
  other package, usually as a ``.../site-packages/Kallithea-X-py2.7.egg/``
 
  directory with Python files and everything else that is needed.
 

	
 
  (``pip install kallithea`` from a source tree will do pretty much the same
 
  but build the Kallithea package itself locally instead of downloading it.)
 

	
 
.. note:: The front-end code is built with Node. Currently, it must be built
 
          locally after installing Kallithea. Assuming Node and the Node
 
          Package Manager is available, other tools and source code will be
 
          downloaded and installed. The front-end code can then be built from
 
          source locally.
 

	
 

	
 
Web server
 
----------
 

	
 
Kallithea is (primarily) a WSGI_ application that must be run from a web
 
server that serves WSGI applications over HTTP.
 

	
 
Kallithea itself is not serving HTTP (or HTTPS); that is the web server's
 
responsibility. Kallithea does however need to know its own user facing URL
 
(protocol, address, port and path) for each HTTP request. Kallithea will
 
usually use its own HTML/cookie based authentication but can also be configured
 
to use web server authentication.
 

	
 
There are several web server options:
 

	
 
- Kallithea uses the Gearbox_ tool as command line interface. Gearbox provides
 
  ``gearbox serve`` as a convenient way to launch a Python WSGI / web server
 
  from the command line. That is perfect for development and evaluation.
 
  Actual use in production might have different requirements and need extra
 
  work to make it manageable as a scalable system service.
 

	
 
  Gearbox comes with its own built-in web server but Kallithea defaults to use
 
  Waitress_. Gunicorn_ is also an option. These web servers have different
 
  limited feature sets.
 

	
 
  The web server used by ``gearbox`` is configured in the ``.ini`` file passed
 
  to it. The entry point for the WSGI application is configured
 
  in ``setup.py`` as ``kallithea.config.middleware:make_app``.
 

	
 
- `Apache httpd`_ can serve WSGI applications directly using mod_wsgi_ and a
 
  simple Python file with the necessary configuration. This is a good option if
 
  Apache is an option.
 

	
 
- uWSGI_ is also a full web server with built-in WSGI module.
 

	
 
- IIS_ can also server WSGI applications directly using isapi-wsgi_.
 

	
 
- A `reverse HTTP proxy <https://en.wikipedia.org/wiki/Reverse_proxy>`_
 
  can be put in front of another web server which has WSGI support.
 
  Such a layered setup can be complex but might in some cases be the right
 
  option, for example to standardize on one internet-facing web server, to add
 
  encryption or special authentication or for other security reasons, to
 
  provide caching of static files, or to provide load balancing or fail-over.
 
  Nginx_, Varnish_ and HAProxy_ are often used for this purpose, often in front
 
  of a ``gearbox serve`` that somehow is wrapped as a service.
 

	
 
The best option depends on what you are familiar with and the requirements for
 
performance and stability. Also, keep in mind that Kallithea mainly is serving
 
dynamically generated pages from a relatively slow Python process. Kallithea is
 
also often used inside organizations with a limited amount of users and thus no
 
continuous hammering from the internet.
 

	
 

	
 
.. _Python: http://www.python.org/
 
.. _Gunicorn: http://gunicorn.org/
 
.. _Waitress: http://waitress.readthedocs.org/en/latest/
 
.. _virtualenv: http://pypi.python.org/pypi/virtualenv
 
.. _Gearbox: http://turbogears.readthedocs.io/en/latest/turbogears/gearbox.html
 
.. _PyPI: https://pypi.python.org/pypi
 
.. _Apache httpd: http://httpd.apache.org/
 
.. _mod_wsgi: https://code.google.com/p/modwsgi/
 
.. _isapi-wsgi: https://github.com/hexdump42/isapi-wsgi
 
.. _uWSGI: https://uwsgi-docs.readthedocs.org/en/latest/
 
.. _nginx: http://nginx.org/en/
 
.. _iis: http://en.wikipedia.org/wiki/Internet_Information_Services
 
.. _pip: http://en.wikipedia.org/wiki/Pip_%28package_manager%29
 
.. _WSGI: http://en.wikipedia.org/wiki/Web_Server_Gateway_Interface
 
.. _HAProxy: http://www.haproxy.org/
 
.. _Varnish: https://www.varnish-cache.org/
docs/setup.rst
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.. _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::
 

	
 
    npm --prefix kallithea/public/less install
 
    npm --prefix kallithea/public/less run less
 

	
 

	
 
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.
 

	
 
When a user logs in for the first time using these authentication methods,
 
a matching user account is created in Kallithea with default permissions. An
 
administrator can then modify it using Kallithea's admin interface.
 

	
 
It's also possible for an administrator to create accounts and configure their
 
permissions before the user logs in for the first time, using the :ref:`create-user` API.
 

	
 
Container-based authentication
 
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 

	
 
In a container-based authentication setup, Kallithea reads the user name from
 
the ``REMOTE_USER`` server variable provided by the WSGI container.
 

	
 
After setting up your container (see `Apache with mod_wsgi`_), you'll need
 
to configure it to require authentication on the location configured for
 
Kallithea.
 

	
 
Proxy pass-through authentication
 
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 

	
 
In a proxy pass-through authentication setup, Kallithea reads the user name
 
from the ``X-Forwarded-User`` request header, which should be configured to be
 
sent by the reverse-proxy server.
 

	
 
After setting up your proxy solution (see `Apache virtual host reverse proxy example`_,
 
`Apache as subdirectory`_ or `Nginx virtual host example`_), you'll need to
 
configure the authentication and add the username in a request header named
 
``X-Forwarded-User``.
 

	
 
For example, the following config section for Apache sets a subdirectory in a
 
reverse-proxy setup with basic auth:
 

	
 
.. code-block:: apache
 

	
 
    <Location /someprefix>
 
      ProxyPass http://127.0.0.1:5000/someprefix
 
      ProxyPassReverse http://127.0.0.1:5000/someprefix
 
      SetEnvIf X-Url-Scheme https HTTPS=1
 

	
 
      AuthType Basic
 
      AuthName "Kallithea authentication"
 
      AuthUserFile /srv/kallithea/.htpasswd
 
      Require valid-user
 

	
 
      RequestHeader unset X-Forwarded-User
 

	
 
      RewriteEngine On
 
      RewriteCond %{LA-U:REMOTE_USER} (.+)
 
      RewriteRule .* - [E=RU:%1]
 
      RequestHeader set X-Forwarded-User %{RU}e
 
    </Location>
 

	
 
Setting metadata in container/reverse-proxy
 
"""""""""""""""""""""""""""""""""""""""""""
 
When a new user account is created on the first login, Kallithea has no information about
 
the user's email and full name. So you can set some additional request headers like in the
 
example below. In this example the user is authenticated via Kerberos and an Apache
 
mod_python fixup handler is used to get the user information from a LDAP server. But you
 
could set the request headers however you want.
 

	
 
.. code-block:: apache
 

	
 
    <Location /someprefix>
 
      ProxyPass http://127.0.0.1:5000/someprefix
 
      ProxyPassReverse http://127.0.0.1:5000/someprefix
 
      SetEnvIf X-Url-Scheme https HTTPS=1
 

	
 
      AuthName "Kerberos Login"
 
      AuthType Kerberos
 
      Krb5Keytab /etc/apache2/http.keytab
 
      KrbMethodK5Passwd off
 
      KrbVerifyKDC on
 
      Require valid-user
 

	
 
      PythonFixupHandler ldapmetadata
 

	
 
      RequestHeader set X_REMOTE_USER %{X_REMOTE_USER}e
 
      RequestHeader set X_REMOTE_EMAIL %{X_REMOTE_EMAIL}e
 
      RequestHeader set X_REMOTE_FIRSTNAME %{X_REMOTE_FIRSTNAME}e
 
      RequestHeader set X_REMOTE_LASTNAME %{X_REMOTE_LASTNAME}e
 
    </Location>
 

	
 
.. code-block:: python
 

	
 
    from mod_python import apache
 
    import ldap
 

	
 
    LDAP_SERVER = "ldaps://server.mydomain.com:636"
 
    LDAP_USER = ""
 
    LDAP_PASS = ""
 
    LDAP_ROOT = "dc=mydomain,dc=com"
 
    LDAP_FILTER = "sAMAccountName=%s"
 
    LDAP_ATTR_LIST = ['sAMAccountName','givenname','sn','mail']
 

	
 
    def fixuphandler(req):
 
        if req.user is None:
 
            # no user to search for
 
            return apache.OK
 
        else:
 
            try:
 
                if('\\' in req.user):
 
                    username = req.user.split('\\')[1]
 
                elif('@' in req.user):
 
                    username = req.user.split('@')[0]
 
                else:
 
                    username = req.user
 
                l = ldap.initialize(LDAP_SERVER)
 
                l.simple_bind_s(LDAP_USER, LDAP_PASS)
 
                r = l.search_s(LDAP_ROOT, ldap.SCOPE_SUBTREE, LDAP_FILTER % username, attrlist=LDAP_ATTR_LIST)
 

	
 
                req.subprocess_env['X_REMOTE_USER'] = username
 
                req.subprocess_env['X_REMOTE_EMAIL'] = r[0][1]['mail'][0].lower()
 
                req.subprocess_env['X_REMOTE_FIRSTNAME'] = "%s" % r[0][1]['givenname'][0]
 
                req.subprocess_env['X_REMOTE_LASTNAME'] = "%s" % r[0][1]['sn'][0]
 
            except Exception, e:
 
                apache.log_error("error getting data from ldap %s" % str(e), apache.APLOG_ERR)
 

	
 
            return apache.OK
 

	
 
.. note::
 
   If you enable proxy pass-through authentication, make sure your server is
 
   only accessible through the proxy. Otherwise, any client would be able to
 
   forge the authentication header and could effectively become authenticated
 
   using any account of their liking.
 

	
 

	
 
Integration with issue trackers
 
-------------------------------
 

	
 
Kallithea provides a simple integration with issue trackers. It's possible
 
to define a regular expression that will match an issue ID in commit messages,
 
and have that replaced with a URL to the issue. To enable this simply
 
uncomment the following variables in the ini file::
 

	
 
    issue_pat = (?:^#|\s#)(\w+)
 
    issue_server_link = https://issues.example.com/{repo}/issue/{id}
 
    issue_prefix = #
 

	
 
``issue_pat`` is the regular expression describing which strings in
 
commit messages will be treated as issue references. A match group in
 
parentheses should be used to specify the actual issue id.
 

	
 
The default expression matches issues in the format ``#<number>``, e.g., ``#300``.
 

	
 
Matched issue references are replaced with the link specified in
 
``issue_server_link``. ``{id}`` is replaced with the issue ID, and
 
``{repo}`` with the repository name.  Since the # is stripped away,
 
``issue_prefix`` is prepended to the link text.  ``issue_prefix`` doesn't
 
necessarily need to be ``#``: if you set issue prefix to ``ISSUE-`` this will
 
generate a URL in the format:
 

	
 
.. code-block:: html
 

	
 
  <a href="https://issues.example.com/example_repo/issue/300">ISSUE-300</a>
 

	
 
If needed, more than one pattern can be specified by appending a unique suffix to
 
the variables. For example::
 

	
 
    issue_pat_wiki = (?:wiki-)(.+)
 
    issue_server_link_wiki = https://wiki.example.com/{id}
 
    issue_prefix_wiki = WIKI-
 

	
 
With these settings, wiki pages can be referenced as wiki-some-id, and every
 
such reference will be transformed into:
 

	
 
.. code-block:: html
 

	
 
  <a href="https://wiki.example.com/some-id">WIKI-some-id</a>
 

	
 

	
 
Hook management
 
---------------
 

	
 
Hooks can be managed in similar way to that used in ``.hgrc`` files.
 
To manage hooks, choose *Admin > Settings > Hooks*.
 

	
 
The built-in hooks cannot be modified, though they can be enabled or disabled in the *VCS* section.
 

	
 
To add another custom hook simply fill in the first textbox with
 
``<name>.<hook_type>`` and the second with the hook path. Example hooks
 
can be found in ``kallithea.lib.hooks``.
 

	
 

	
 
Changing default encoding
 
-------------------------
 

	
 
By default, Kallithea uses UTF-8 encoding.
 
This is configurable as ``default_encoding`` in the .ini file.
 
This affects many parts in Kallithea including user names, filenames, and
 
encoding of commit messages. In addition Kallithea can detect if the ``chardet``
 
library is installed. If ``chardet`` is detected Kallithea will fallback to it
 
when there are encode/decode errors.
 

	
 

	
 
Celery configuration
 
--------------------
 

	
 
Kallithea can use the distributed task queue system Celery_ to run tasks like
 
cloning repositories or sending emails.
 

	
 
Kallithea will in most setups work perfectly fine out of the box (without
 
Celery), executing all tasks in the web server process. Some tasks can however
 
take some time to run and it can be better to run such tasks asynchronously in
 
a separate process so the web server can focus on serving web requests.
 

	
 
For installation and configuration of Celery, see the `Celery documentation`_.
 
Note that Celery requires a message broker service like RabbitMQ_ (recommended)
 
or Redis_.
 

	
 
The use of Celery is configured in the Kallithea ini configuration file.
 
To enable it, simply set::
 

	
 
  use_celery = true
 

	
 
and add or change the ``celery.*`` and ``broker.*`` configuration variables.
 

	
 
Remember that the ini files use the format with '.' and not with '_' like
 
Celery. So for example setting `BROKER_HOST` in Celery means setting
 
`broker.host` in the configuration file.
 

	
 
To start the Celery process, run::
 

	
 
 gearbox celeryd -c <configfile.ini>
 

	
 
Extra options to the Celery worker can be passed after ``--`` - see ``-- -h``
 
for more info.
 

	
 
.. note::
 
   Make sure you run this command from the same virtualenv, and with the same
 
   user that Kallithea runs.
 

	
 

	
 
HTTPS support
 
-------------
 

	
 
Kallithea will by default generate URLs based on the WSGI environment.
 

	
 
Alternatively, you can use some special configuration settings to control
 
directly which scheme/protocol Kallithea will use when generating URLs:
 

	
 
- With ``https_fixup = true``, the scheme will be taken from the
 
  ``X-Url-Scheme``, ``X-Forwarded-Scheme`` or ``X-Forwarded-Proto`` HTTP header
 
  (default ``http``).
 
- With ``force_https = true`` the default will be ``https``.
 
- With ``use_htsts = true``, Kallithea will set ``Strict-Transport-Security`` when using https.
 

	
 

	
 
Nginx virtual host example
 
--------------------------
 

	
 
Sample config for Nginx using proxy:
 

	
 
.. code-block:: nginx
 

	
 
    upstream kallithea {
 
        server 127.0.0.1:5000;
 
        # add more instances for load balancing
 
        #server 127.0.0.1:5001;
 
        #server 127.0.0.1:5002;
 
    }
 

	
 
    ## gist alias
 
    server {
 
       listen          443;
 
       server_name     gist.example.com;
 
       access_log      /var/log/nginx/gist.access.log;
 
       error_log       /var/log/nginx/gist.error.log;
 

	
 
       ssl on;
 
       ssl_certificate     gist.your.kallithea.server.crt;
 
       ssl_certificate_key gist.your.kallithea.server.key;
 

	
 
       ssl_session_timeout 5m;
 

	
 
       ssl_protocols SSLv3 TLSv1;
 
       ssl_ciphers DHE-RSA-AES256-SHA:DHE-RSA-AES128-SHA:EDH-RSA-DES-CBC3-SHA:AES256-SHA:DES-CBC3-SHA:AES128-SHA:RC4-SHA:RC4-MD5;
 
       ssl_prefer_server_ciphers on;
 

	
 
       rewrite ^/(.+)$ https://kallithea.example.com/_admin/gists/$1;
 
       rewrite (.*)    https://kallithea.example.com/_admin/gists;
 
    }
 

	
 
    server {
 
       listen          443;
 
       server_name     kallithea.example.com
 
       access_log      /var/log/nginx/kallithea.access.log;
 
       error_log       /var/log/nginx/kallithea.error.log;
 

	
 
       ssl on;
 
       ssl_certificate     your.kallithea.server.crt;
 
       ssl_certificate_key your.kallithea.server.key;
 

	
 
       ssl_session_timeout 5m;
 

	
 
       ssl_protocols SSLv3 TLSv1;
 
       ssl_ciphers DHE-RSA-AES256-SHA:DHE-RSA-AES128-SHA:EDH-RSA-DES-CBC3-SHA:AES256-SHA:DES-CBC3-SHA:AES128-SHA:RC4-SHA:RC4-MD5;
 
       ssl_prefer_server_ciphers on;
 

	
 
       ## uncomment root directive if you want to serve static files by nginx
 
       ## requires static_files = false in .ini file
 
       #root /srv/kallithea/kallithea/kallithea/public;
 
       include         /etc/nginx/proxy.conf;
 
       location / {
 
            try_files $uri @kallithea;
 
       }
 

	
 
       location @kallithea {
 
            proxy_pass      http://127.0.0.1:5000;
 
       }
 

	
 
    }
 

	
 
Here's the proxy.conf. It's tuned so it will not timeout on long
 
pushes or large pushes::
 

	
 
    proxy_redirect              off;
 
    proxy_set_header            Host $host;
 
    ## needed for container auth
 
    #proxy_set_header            REMOTE_USER $remote_user;
 
    #proxy_set_header            X-Forwarded-User $remote_user;
 
    proxy_set_header            X-Url-Scheme $scheme;
 
    proxy_set_header            X-Host $http_host;
 
    proxy_set_header            X-Real-IP $remote_addr;
 
    proxy_set_header            X-Forwarded-For $proxy_add_x_forwarded_for;
 
    proxy_set_header            Proxy-host $proxy_host;
 
    proxy_buffering             off;
 
    proxy_connect_timeout       7200;
 
    proxy_send_timeout          7200;
 
    proxy_read_timeout          7200;
 
    proxy_buffers               8 32k;
 
    client_max_body_size        1024m;
 
    client_body_buffer_size     128k;
 
    large_client_header_buffers 8 64k;
 

	
 

	
 
Apache virtual host reverse proxy example
 
-----------------------------------------
 

	
 
Here is a sample configuration file for Apache using proxy:
 

	
 
.. code-block:: apache
 

	
 
    <VirtualHost *:80>
 
            ServerName kallithea.example.com
 

	
 
            <Proxy *>
 
              # For Apache 2.4 and later:
 
              Require all granted
 

	
 
              # For Apache 2.2 and earlier, instead use:
 
              # Order allow,deny
 
              # Allow from all
 
            </Proxy>
 

	
 
            #important !
 
            #Directive to properly generate url (clone url) for Kallithea
 
            ProxyPreserveHost On
 

	
 
            #kallithea instance
 
            ProxyPass / http://127.0.0.1:5000/
 
            ProxyPassReverse / http://127.0.0.1:5000/
 

	
 
            #to enable https use line below
 
            #SetEnvIf X-Url-Scheme https HTTPS=1
 
    </VirtualHost>
 

	
 
Additional tutorial
 
http://pylonsbook.com/en/1.1/deployment.html#using-apache-to-proxy-requests-to-pylons
 

	
 

	
 
Apache as subdirectory
 
----------------------
 

	
 
Apache subdirectory part:
 

	
 
.. code-block:: apache
 

	
 
    <Location /PREFIX >
 
      ProxyPass http://127.0.0.1:5000/PREFIX
 
      ProxyPassReverse http://127.0.0.1:5000/PREFIX
 
      SetEnvIf X-Url-Scheme https HTTPS=1
 
    </Location>
 

	
 
Besides the regular apache setup you will need to add the following line
 
into ``[app:main]`` section of your .ini file::
docs/upgrade.rst
Show inline comments
 
.. _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::
 

	
 
    npm --prefix kallithea/public/less install
 
    npm --prefix kallithea/public/less run less
 

	
 

	
 
5. Upgrade your configuration
 
-----------------------------
 

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

	
 
    gearbox make-config new.ini
 

	
 
Then compare it with your old config file and see what changed.
 

	
 
.. note::
 
    Please always make sure your ``.ini`` files are up to date. Errors
 
    can often be caused by missing parameters added in new versions.
 

	
 
.. _upgrade_db:
 

	
 

	
 
6. Upgrade your database
 
------------------------
 

	
 
.. note::
 
    If you are *downgrading* Kallithea, you should perform the database
 
    migration step *before* installing the older version. (That is,
 
    always perform migrations using the most recent of the two versions
 
    you're migrating between.)
 

	
 
First, run the following command to see your current database version::
 

	
 
    alembic -c my.ini current
 

	
 
Typical output will be something like "9358dc3d6828 (head)", which is
 
the current Alembic database "revision ID". Write down the entire output
 
for troubleshooting purposes.
 

	
 
The output will be empty if you're upgrading from Kallithea 0.3.x or
 
older. That's expected. If you get an error that the config file was not
 
found or has no ``[alembic]`` section, see the next section.
 

	
 
Next, if you are performing an *upgrade*: Run the following command to
 
upgrade your database to the current Kallithea version::
 

	
 
    alembic -c my.ini upgrade head
 

	
 
If you are performing a *downgrade*: Run the following command to
 
downgrade your database to the given version::
 

	
 
    alembic -c my.ini downgrade 0.4
 

	
 
Alembic will show the necessary migrations (if any) as it executes them.
 
If no "ERROR" is displayed, the command was successful.
 

	
 
Should an error occur, the database may be "stranded" half-way
 
through the migration, and you should restore it from backup.
 

	
 
Enabling old Kallithea config files for Alembic use
 
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 

	
 
Kallithea configuration files created before the introduction of Alembic
 
(i.e. predating Kallithea 0.4) need to be updated for use with Alembic.
 
Without this, Alembic will fail with an error like this::
 

	
 
    FAILED: No config file 'my.ini' found, or file has no '[alembic]' section
 

	
 
If Alembic complains specifically about a missing ``alembic.ini``, it is
 
likely because you did not specify a config file using the ``-c`` option.
 
On the other hand, if the mentioned config file actually exists, you
 
need to append the following lines to it::
 

	
 
    [alembic]
 
    script_location = kallithea:alembic
 

	
 
Your config file should now work with Alembic.
 

	
 

	
 
7. Rebuild the Whoosh full-text index
 
-------------------------------------
 

	
 
It is recommended that you rebuild the Whoosh index after upgrading since
 
new Whoosh versions can introduce incompatible index changes.
 

	
 

	
 
8. Start the Kallithea web application
 
--------------------------------------
 

	
 
This step once again depends entirely on the web server software used to
 
serve Kallithea.
 

	
 
Before starting the new version of Kallithea, you may find it helpful to
 
clear out your log file so that new errors are readily apparent.
 

	
 
.. note::
 
    If you're using Celery, make sure you restart all instances of it after
 
    upgrade.
 

	
 

	
 
.. _virtualenv: http://pypi.python.org/pypi/virtualenv
kallithea/public/css/style.css
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