.. _setup:

=====

Setup

=====

Setting up Kallithea

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

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

following command to do so::

    kallithea-cli config-create 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::

    kallithea-cli config-create 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::

    kallithea-cli db-create -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 ``db-create`` will also prompt you for a username

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

up for you.

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

Example::

    kallithea-cli db-create -c my.ini --user=nn --password=secret --email=nn@example.com --repos=/srv/repos

The ``db-create`` 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.

Finally, prepare the front-end by running::

    kallithea-cli front-end-build

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 ``db-create``.

- 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 supports repository access via SSH key based authentication.

This means:

- repository URLs like ``ssh://kallithea@example.com/name/of/repository``

- all network traffic for both read and write happens over the SSH protocol on

  port 22, without using HTTP/HTTPS nor the Kallithea WSGI application

- encryption and authentication protocols are managed by the system's ``sshd``

  process, with all users using the same Kallithea system user (e.g.

  ``kallithea``) when connecting to the SSH server, but with users' public keys

  in the Kallithea system user's `.ssh/authorized_keys` file granting each user

  sandboxed access to the repositories.

- users and admins can manage SSH public keys in the web UI

- in their SSH client configuration, users can configure how the client should

  control access to their SSH key - without passphrase, with passphrase, and

  optionally with passphrase caching in the local shell session (``ssh-agent``).

  This is standard SSH functionality, not something Kallithea provides or

  interferes with.

- network communication between client and server happens in a bidirectional

  stateful stream, and will in some cases be faster than HTTP/HTTPS with several

  stateless round-trips.

.. note:: At this moment, repository access via SSH has been tested on Unix

    only. Windows users that care about SSH are invited to test it and report

    problems, ideally contributing patches that solve these problems.

Users and admins can upload SSH public keys (e.g. ``.ssh/id_rsa.pub``) through

the web interface. The server's ``.ssh/authorized_keys`` file is automatically

maintained with an entry for each SSH key. Each entry will tell ``sshd`` to run

``kallithea-cli`` with the ``ssh-serve`` sub-command and the right Kallithea user ID

when encountering the corresponding SSH key.

To enable SSH repository access, Kallithea must be configured with the path to

the ``.ssh/authorized_keys`` file for the Kallithea user, and the path to the

``kallithea-cli`` command. Put something like this in the ``.ini`` file::

    ssh_enabled = true

    ssh_authorized_keys = /home/kallithea/.ssh/authorized_keys

    kallithea_cli_path = /srv/kallithea/venv/bin/kallithea-cli

The SSH service must be running, and the Kallithea user account must be active

(not necessarily with password access, but public key access must be enabled),

all file permissions must be set as sshd wants it, and ``authorized_keys`` must

be writeable by the Kallithea user.

.. note:: The ``authorized_keys`` file will be rewritten from scratch on

    each update. If it already exists with other data, Kallithea will not

    overwrite the existing ``authorized_keys``, and the server process will

    instead throw an exception. The system administrator thus cannot ssh

    directly to the Kallithea user but must use su/sudo from another account.

    If ``/home/kallithea/.ssh/`` (the directory of the path specified in the

    ``ssh_authorized_keys`` setting of the ``.ini`` file) does not exist as a

    directory, Kallithea will attempt to create it. If that path exists but is

    *not* a directory, or is not readable-writable-executable by the server

    process, the server process will raise an exception each time it attempts to

    write the ``authorized_keys`` file.

.. warning:: The handling of SSH access is steered directly by the command

    specified in the ``authorized_keys`` file. There is no interaction with the

    web UI.  Once SSH access is correctly configured and enabled, it will work

    regardless of whether the Kallithea web process is actually running. Hence,

    if you want to perform repository or server maintenance and want to fully

    disable all access to the repositories, disable SSH access by setting

    ``ssh_enabled = false`` in the correct ``.ini`` file (i.e. the ``.ini`` file

    specified in the ``authorized_keys`` file.)

The ``authorized_keys`` file can be updated manually with ``kallithea-cli

ssh-update-authorized-keys -c my.ini``. This command is not needed in normal

operation but is for example useful after changing SSH-related settings in the

``.ini`` file or renaming that file. (The path to the ``.ini`` file is used in

the generated ``authorized_keys`` file).

Setting up Whoosh full text search

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

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

.. __: https://whoosh.readthedocs.io/en/latest/

For an incremental index build, run::

    kallithea-cli index-create -c my.ini

For a full index rebuild, run::

    kallithea-cli index-create -c my.ini --full

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::

    kallithea-cli index-create -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/kallithea-cli index-create -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.

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.

This is achieved with following three variables in the ini file::

    issue_pat = #(\d+)

    issue_server_link = https://issues.example.com/{repo}/issue/\1

    issue_sub =

``issue_pat`` is the regular expression describing which strings in

commit messages will be treated as issue references. The expression can/should

have one or more parenthesized groups that can later be referred to in

``issue_server_link`` and ``issue_sub`` (see below). If you prefer, named groups

can be used instead of simple parenthesized groups.

If the pattern should only match if it is preceded by whitespace, add the

following string before the actual pattern: ``(?:^|(?<=\s))``.

If the pattern should only match if it is followed by whitespace, add the

following string after the actual pattern: ``(?:$|(?=\s))``.

These expressions use lookbehind and lookahead assertions of the Python regular

expression module to avoid the whitespace to be part of the actual pattern,

otherwise the link text will also contain that whitespace.

Matched issue references are replaced with the link specified in

``issue_server_link``, in which any backreferences are resolved. Backreferences

can be ``\1``, ``\2``, ... or for named groups ``\g<groupname>``.

The special token ``{repo}`` is replaced with the full repository path

(including repository groups), while token ``{repo_name}`` is replaced with the

repository name (without repository groups).

The link text is determined by ``issue_sub``, which can be a string containing

backreferences to the groups specified in ``issue_pat``. If ``issue_sub`` is

empty, then the text matched by ``issue_pat`` is used verbatim.

The example settings shown above match issues in the format ``#<number>``.

This will cause the text ``#300`` to be transformed into a link:

.. code-block:: html

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

The following example transforms a text starting with either of 'pullrequest',

'pull request' or 'PR', followed by an optional space, then a pound character

(#) and one or more digits, into a link with the text 'PR #' followed by the

digits::

    issue_pat = (pullrequest|pull request|PR) ?#(\d+)

    issue_server_link = https://issues.example.com/\2

    issue_sub = PR #\2

The following example demonstrates how to require whitespace before the issue

reference in order for it to be recognized, such that the text ``issue#123`` will

not cause a match, but ``issue #123`` will::

    issue_pat = (?:^|(?<=\s))#(\d+)

    issue_server_link = https://issues.example.com/\1

    issue_sub =

If needed, more than one pattern can be specified by appending a unique suffix to

the variables. For example, also demonstrating the use of named groups::

    issue_pat_wiki = wiki-(?P<pagename>\S+)

    issue_server_link_wiki = https://wiki.example.com/\g<pagename>

    issue_sub_wiki = WIKI-\g<pagename>

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>

Refer to the `Python regular expression documentation`_ for more details about

the supported syntax in ``issue_pat``, ``issue_server_link`` and ``issue_sub``.

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.

The Mercurial encoding is configurable as ``hgencoding``. It is similar to