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Thomas De Schampheleire
pytest migration: introduce TestControllerPytest

In order to allow tests to benefit from pytest specific functionality, like
fixtures, they can no longer derive from unittest.TestCase. What's more,
while they can derive from any user-defined class, none of the classes
involved (the test class itself nor any of the base classes) can have an
__init__ method.

Converting all tests from unittest-style to pytest-style in one commit is
not realistic. Hence, a more gradual approach is needed.

Most existing test classes derive from TestController, which in turn derives
from BaseTestCase, which derives from unittest.TestCase. Some test classes
derive directly from BaseTestCase.
Supporting both unittest-style and pytest-style from TestController directly
is not possible: pytest-style _cannot_ and unittest-style _must_ derive from
unittest.TestCase. Thus, in any case, an extra level in the class hierarchy
is needed (TestController deriving from Foo and from unittest.TestCase;
pytest-style test classes would then directly derive from Foo).

The requirement that pytest-style test classes cannot have an __init__
method anywhere in the class hierarchy imposes another restriction that
makes it difficult to support both unittest-style and pytest-style test
classes with one class. Any init code needs to be placed in another method
than __init__ and be called explicitly when the test class is initialized.
For unittest-style test classes this would naturally be done with a
setupClass method, but several test classes already use that. Thus, there
would need to be explicit 'super' calls from the test classes. This is
technically possible but not very nice.

A more transparent approach (from the existing test classes point of view),
implemented by this patch, works as follows:
- the implementation of the existing TestController class is now put under
a new class BaseTestController. To accomodate pytest, the __init__ method
is renamed init.
- contrary to the original TestController, BaseTestController does not
derive from BaseTestCase (and neither from unittest.TestCase). Instead,
the 'new' TestController derives both from BaseTestCase, which is
untouched, and from BaseTestController.
- TestController has an __init__ method that calls the base classes'
__init__ methods and the renamed 'init' method of BaseTestController.
- a new class TestControllerPytest is introduced that derives from
BaseTestController but not from BaseTestCase. It uses a pytest fixture to
automatically call the setup functionality previously provided by
BaseTestCase and also calls 'init' on BaseTestController. This means a
little code duplication but is hard to avoid.

The app setup fixture is scoped on the test method, which means that the app
is recreated for every test (unlike for the unittest-style tests where the
app is created per test class). This has the advantage of detecting current
inter-test dependencies and thus improve the health of our test suite. This
in turn is one step closer to allowing parallel test execution.

The unittest-style assert methods (assertEqual, assertIn, ...) do not exist
for pytest-style tests. To avoid having to change all existing test cases
upfront, provide transitional implementations of these methods. The
conversion of the unittest asserts to the pytest/python asserts can happen
gradually over time.
.. _installation:

==========================
Installation on Unix/Linux
==========================

The following describes three different ways of installing Kallithea:

- :ref:`installation-source`: The simplest way to keep the installation
  up-to-date and track any local customizations is to run directly from
  source in a Kallithea repository clone, preferably inside a virtualenv
  virtual Python environment.

- :ref:`installation-virtualenv`: If you prefer to only use released versions
  of Kallithea, the recommended method is to install Kallithea in a virtual
  Python environment using `virtualenv`. The advantages of this method over
  direct installation is that Kallithea and its dependencies are completely
  contained inside the virtualenv (which also means you can have multiple
  installations side by side or remove it entirely by just removing the
  virtualenv directory) and does not require root privileges.

- :ref:`installation-without-virtualenv`: The alternative method of installing
  a Kallithea release is using standard pip. The package will be installed in
  the same location as all other Python packages you have ever installed. As a
  result, removing it is not as straightforward as with a virtualenv, as you'd
  have to remove its dependencies manually and make sure that they are not
  needed by other packages.

.. _installation-source:


Installation from repository source
-----------------------------------

To install Kallithea in a virtualenv_ using the stable branch of the development
repository, follow the instructions below::

        hg clone https://kallithea-scm.org/repos/kallithea -u stable
        cd kallithea
        virtualenv ../kallithea-venv
        source ../kallithea-venv/bin/activate
        pip install --upgrade pip setuptools
        python2 setup.py develop
        python2 setup.py compile_catalog   # for translation of the UI

You can now proceed to :ref:`setup`.

To upgrade, simply update the repository with ``hg pull -u`` and restart the
server.

.. _installation-virtualenv:


Installing a released version in a virtualenv
---------------------------------------------

It is highly recommended to use a separate virtualenv_ for installing Kallithea.
This way, all libraries required by Kallithea will be installed separately from your
main Python installation and other applications and things will be less
problematic when upgrading the system or Kallithea.
An additional benefit of virtualenv_ is that it doesn't require root privileges.

- Assuming you have installed virtualenv_, create a new virtual environment
  for example, in `/srv/kallithea/venv`, using the virtualenv command::

    virtualenv /srv/kallithea/venv

- Activate the virtualenv_ in your current shell session and make sure the
  basic requirements are up-to-date by running::

    source /srv/kallithea/venv/bin/activate
    pip install --upgrade pip setuptools

.. note:: You can't use UNIX ``sudo`` to source the ``virtualenv`` script; it
   will "activate" a shell that terminates immediately. It is also perfectly
   acceptable (and desirable) to create a virtualenv as a normal user.

.. note:: Some dependencies are optional. If you need them, install them in
   the virtualenv too::

     pip install psycopg2
     pip install python-ldap

   This might require installation of development packages using your
   distribution's package manager.

- Make a folder for Kallithea data files, and configuration somewhere on the
  filesystem. For example::

    mkdir /srv/kallithea

- Go into the created directory and run this command to install Kallithea::

    pip install kallithea

  Alternatively, download a .tar.gz from http://pypi.python.org/pypi/Kallithea,
  extract it and run::

    python2 setup.py install

- This will install Kallithea together with pylons_ and all other required
  python libraries into the activated virtualenv.

You can now proceed to :ref:`setup`.

.. _installation-without-virtualenv:


Installing a released version without virtualenv
------------------------------------------------

For installation without virtualenv, 'just' use::

    pip install kallithea

Note that this method requires root privileges and will install packages
globally without using the system's package manager.

To install as a regular user in ``~/.local``, you can use::

    pip install --user kallithea

You can now proceed to :ref:`setup`.


Upgrading Kallithea from Python Package Index (PyPI)
----------------------------------------------------

.. note::
   It is strongly recommended that you **always** perform a database and
   configuration backup before doing an upgrade.

   These directions will use '{version}' to note that this is the version of
   Kallithea that these files were used with.  If backing up your Kallithea
   instance from version 0.1 to 0.2, the ``my.ini`` file could be
   backed up to ``my.ini.0-1``.

If using a SQLite database, stop the Kallithea process/daemon/service, and
then make a copy of the database file::

 service kallithea stop
 cp kallithea.db kallithea.db.{version}

Back up your configuration file::

 cp my.ini my.ini.{version}

Ensure that you are using the Python virtual 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::

 source /srv/kallithea/venv/bin/activate

Once you have verified the environment you can upgrade Kallithea with::

 pip install --upgrade kallithea

Then run the following command from the installation directory::

 paster make-config Kallithea my.ini

This will display any changes made by the new version of Kallithea to your
current configuration. It will try to perform an automerge. It is recommended
that you recheck the content after the automerge.

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

It is also recommended that you rebuild the whoosh index after upgrading since
the new whoosh version could introduce some incompatible index changes. Please
read the changelog to see if there were any changes to whoosh.

The final step is to upgrade the database. To do this simply run::

 paster upgrade-db my.ini

This will upgrade the schema and update some of the defaults in the database,
and will always recheck the settings of the application, if there are no new
options that need to be set.

.. note::
   The DB schema upgrade library has some limitations and can sometimes fail if you try to
   upgrade from older major releases. In such a case simply run upgrades sequentially, e.g.,
   upgrading from 0.1.X to 0.3.X should be done like this: 0.1.X. > 0.2.X > 0.3.X
   You can always specify what version of Kallithea you want to install for example in pip
   `pip install Kallithea==0.2`

You may find it helpful to clear out your log file so that new errors are
readily apparent::

 echo > kallithea.log

Once that is complete, you may now start your upgraded Kallithea Instance::

 service kallithea start

Or::

 paster serve /srv/kallithea/my.ini

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


.. _virtualenv: http://pypi.python.org/pypi/virtualenv
.. _pylons: http://www.pylonsproject.org/