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developer-setup.rst

.. _developer-setup:
Developer setup
===============
In this guide we describe how to set up a developer environment in which one
can easily navigate the source code, make modifications, write and execute unit
tests.
For this, we will use a `virtual environment`_ in which all the |swh| packages will be
installed in 'develop' mode, this will allow you to navigate the source code,
hack it, and run locally the unit tests.
To test the effect of your modifications, you can :ref:`install your own local
Software Heritage instance <getting-started>` using Docker.
.. _`documentation`: https://forge.softwareheritage.org/source/swh-environment/browse/master/docker/README.rst?as=remarkup
.. _`virtual environment`: https://packaging.python.org/en/latest/guides/installing-using-pip-and-virtual-environments/#creating-a-virtual-environment
Install required dependencies
-----------------------------
Software Heritage requires some dependencies that are usually packaged by your
package manager. On Debian/Ubuntu-based distributions::
sudo apt install lsb-release wget apt-transport-https
sudo wget https://www.postgresql.org/media/keys/ACCC4CF8.asc -O /etc/apt/trusted.gpg.d/postgresql.asc
echo "deb https://apt.postgresql.org/pub/repos/apt/ $(lsb_release -cs)-pgdg main" | sudo tee -a /etc/apt/sources.list.d/pgdg.list
sudo wget https://downloads.apache.org/cassandra/KEYS -O /etc/apt/trusted.gpg.d/cassandra.asc
echo "deb https://downloads.apache.org/cassandra/debian 40x main" | sudo tee -a /etc/apt/sources.list.d/cassandra.list
sudo apt update
sudo apt install \
build-essential pkg-config lzip rsync \
python3 python3-pip python3-venv virtualenvwrapper \
libpython3-dev libsystemd-dev libsvn-dev libffi-dev librdkafka-dev \
fuse3 libfuse3-dev libcmph-dev libleveldb-dev \
git myrepos \
graphviz plantuml inkscape \
postgresql libpq-dev cassandra
.. Note:: Python 3.7 or newer is required
This installs basic system utilities, Python library dependencies, development tools,
documentation tools and our main database management systems.
Cassandra and PostgreSQL will be started by tests when they need it, so you
don't need them started globally (this will save you some RAM)::
sudo systemctl disable --now cassandra postgresql
If you intend to hack on the frontend part of |swh| Web Applications, you will also
need to have ``nodejs >= 14`` in your development environment. If the version in your
Debian-based distribution is lower, you can install node 14 using these commands::
sudo wget https://deb.nodesource.com/gpgkey/nodesource.gpg.key -O /etc/apt/trusted.gpg.d/nodesource.asc
echo "deb https://deb.nodesource.com/node_14.x $(lsb_release -cs) main" | sudo tee -a /etc/apt/sources.list.d/nodesource.list
sudo apt update
sudo apt install nodejs
Also related to Web Applications development, |swh| uses the ``yarn`` package manager
to retrieve frontend dependencies and development tools. It is recommended to install its
latest classic version using these commands::
sudo wget https://dl.yarnpkg.com/debian/pubkey.gpg -O /etc/apt/trusted.gpg.d/yarn.asc
echo "deb https://dl.yarnpkg.com/debian/ stable main" | sudo tee /etc/apt/sources.list.d/yarn.list
sudo apt update
sudo apt install yarn
If you intend to work on |swh| archive search features, Elasticsearch must also be
present in your development environment. Proceed as follows to install it::
sudo wget https://artifacts.elastic.co/GPG-KEY-elasticsearch -O /etc/apt/trusted.gpg.d/elasticsearch.asc
echo "deb https://artifacts.elastic.co/packages/7.x/apt stable main" | sudo tee -a /etc/apt/sources.list.d/elasticsearch.list
sudo apt update
sudo apt install elasticsearch
If you intend to build the full |swh| documentation, the ``postgresql-autodoc`` utility must
also be installed, follow these `instructions <https://github.com/cbbrowne/autodoc#installation>`_
to do so.
.. _checkout-source-code:
Checkout the source code
------------------------
Clone the |swh| environment repository::
~$ git clone https://forge.softwareheritage.org/source/swh-environment.git
[...]
~$ cd swh-environment
~/swh-environment$
Create a virtualenv::
~/swh-environment$ source /usr/share/virtualenvwrapper/virtualenvwrapper.sh
~/swh-environment$ mkvirtualenv -p /usr/bin/python3 -a $PWD swh
[...]
(swh) ~/swh-environment$
Checkout all the swh packages source repositories::
(swh) ~/swh-environment$ pip install pre-commit
(swh) ~/swh-environment$ ./bin/update
Use the same mypy version our tox containers use::
(swh) ~/swh-environment$ pip install mypy==0.942
In the future you can re-activate the created virtualenv with::
$ workon swh
(swh) ~/swh-environment$
.. Note:: the above assumes you are using virtualenvwrapper_ to manage your
Python virtualenvs, but that is by no means mandatory. You can use plain
virtualenvs, or any other virtualenv management tool (pipenv_ or poetry_ for
example). virtualenvwrapper_ is our preference, but YMMV.
.. _virtualenvwrapper: https://virtualenvwrapper.readthedocs.io/
.. _poetry: https://poetry.eustace.io/
.. _pipenv: https://pipenv.readthedocs.io/
Install all the swh packages (in development mode, with testing dependencies)::
(swh) ~/swh-environment$ bin/install
.. note::
If you experience issues with :program:`pip` dependency resolution, try with
``bin/install --use-deprecated=legacy-resolver`` (the flag will be passed on
to ``pip install``). The same flag can also be set globally in
:file:`~/.config/pip/pip.conf`::
[install]
use-deprecated=legacy-resolver
Executing unit tests
--------------------
Unit tests are using the pytest_ framework, and can be executed directly or via
tox_. The main difference between these 2 test execution environments is:
- When executed via tox_, all the dependencies (including swh ones) are
installed from pypi_: you test your modifications against the latest
published version of every swh package but the current one.
- When you execute pytest_ directly, swh dependencies are used from your
current virtualenv, installed from the git repositories: you test your
modification against the HEAD of every swh package.
For example, running unit tests for the swh-loader-git_ package::
(swh) ~/swh-environment$ cd swh-loader-git
(swh) ~/swh-environment/swh-loader-git$ pytest
=========================== test session starts ============================
platform linux -- Python 3.5.3, pytest-3.8.2, py-1.6.0, pluggy-0.7.1
hypothesis profile 'default' -> database=DirectoryBasedExampleDatabase('/home/ddouard/src/swh-environment/swh-loader-git/.hypothesis/examples')
rootdir: /home/ddouard/src/swh-environment/swh-loader-git, inifile: pytest.ini
plugins: requests-mock-1.5.2, postgresql-1.3.4, env-0.6.2, django-3.4.7, cov-2.6.0, pylama-7.6.5, hypothesis-3.76.0, celery-4.2.1
collected 25 items
swh/loader/git/tests/test_converters.py ........ [ 32%]
swh/loader/git/tests/test_from_disk.py ..... [ 52%]
swh/loader/git/tests/test_loader.py ...... [ 76%]
swh/loader/git/tests/test_tasks.py ... [ 88%]
swh/loader/git/tests/test_utils.py ... [100%]
============================= warnings summary =============================
[...]
================== 25 passed, 12 warnings in 6.66 seconds ==================
Running the same test, plus code linting and static analysis, using tox::
(swh) ~/swh-environment/swh-loader-git$ tox
GLOB sdist-make: ~/swh-environment/swh-loader-git/setup.py
flake8 create: ~/swh-environment/swh-loader-git/.tox/flake8
flake8 installdeps: flake8
flake8 installed: entrypoints==0.3,flake8==3.7.7,mccabe==0.6.1,pycodestyle==2.5.0,pyflakes==2.1.1,swh.loader.git==0.0.48.post3
flake8 run-test-pre: PYTHONHASHSEED='2028963506'
flake8 runtests: commands[0] | ~/swh-environment/swh-loader-git/.tox/flake8/bin/python -m flake8
py3 create: ~/swh-environment/swh-loader-git/.tox/py3
py3 installdeps: .[testing], pytest-cov
py3 inst: ~/swh-environment/swh-loader-git/.tox/.tmp/package/1/swh.loader.git-0.0.48.post3.zip
py3 installed: aiohttp==3.5.4,amqp==2.4.2,arrow==0.13.1,async-timeout==3.0.1,atomicwrites==1.3.0,attrs==19.1.0,billiard==3.5.0.5,celery==4.2.1,certifi==2018.11.29,chardet==3.0.4,Click==7.0,coverage==4.5.2,decorator==4.3.2,dulwich==0.19.11,elasticsearch==6.3.1,Flask==1.0.2,idna==2.8,idna-ssl==1.1.0,itsdangerous==1.1.0,Jinja2==2.10,kombu==4.4.0,MarkupSafe==1.1.1,more-itertools==6.0.0,msgpack-python==0.5.6,multidict==4.5.2,pathlib2==2.3.3,pluggy==0.9.0,psutil==5.6.0,psycopg2==2.7.7,py==1.8.0,pytest==3.10.1,pytest-cov==2.6.1,python-dateutil==2.8.0,pytz==2018.9,PyYAML==3.13,requests==2.21.0,retrying==1.3.3,six==1.12.0,swh.core==0.0.55,swh.loader.core==0.0.39,swh.loader.git==0.0.48.post3,swh.model==0.0.30,swh.objstorage==0.0.30,swh.scheduler==0.0.49,swh.storage==0.0.129,systemd-python==234,typing-extensions==3.7.2,urllib3==1.24.1,vcversioner==2.16.0.0,vine==1.2.0,Werkzeug==0.14.1,yarl==1.3.0
py3 run-test-pre: PYTHONHASHSEED='2028963506'
py3 runtests: commands[0] | pytest --cov=swh --cov-branch
=========================== test session starts ============================
platform linux -- Python 3.5.3, pytest-3.10.1, py-1.8.0, pluggy-0.9.0
rootdir: ~/swh-environment/swh-loader-git, inifile: pytest.ini
plugins: cov-2.6.1, celery-4.2.1
collected 25 items
swh/loader/git/tests/test_converters.py ........ [ 32%]
swh/loader/git/tests/test_from_disk.py ..... [ 52%]
swh/loader/git/tests/test_loader.py ...... [ 76%]
swh/loader/git/tests/test_tasks.py ... [ 88%]
swh/loader/git/tests/test_utils.py ... [100%]
----------- coverage: platform linux, python 3.5.3-final-0 -----------
Name Stmts Miss Branch BrPart Cover
---------------------------------------------------------------------------
swh/__init__.py 1 0 0 0 100%
swh/loader/__init__.py 1 0 0 0 100%
swh/loader/git/__init__.py 0 0 0 0 100%
swh/loader/git/converters.py 102 10 44 7 86%
swh/loader/git/from_disk.py 157 44 50 6 67%
swh/loader/git/loader.py 271 59 114 17 75%
swh/loader/git/tasks.py 14 0 0 0 100%
swh/loader/git/tests/__init__.py 1 0 0 0 100%
swh/loader/git/tests/conftest.py 4 0 0 0 100%
swh/loader/git/tests/test_converters.py 94 0 6 0 100%
swh/loader/git/tests/test_from_disk.py 100 4 0 0 96%
swh/loader/git/tests/test_loader.py 12 0 0 0 100%
swh/loader/git/tests/test_tasks.py 26 0 0 0 100%
swh/loader/git/tests/test_utils.py 14 0 2 0 100%
swh/loader/git/utils.py 25 8 8 1 61%
---------------------------------------------------------------------------
TOTAL 822 125 224 31 80%
============================= warnings summary =============================
.tox/py3/lib/python3/site-packages/psycopg2/__init__.py:144
~/swh-environment/swh-loader-git/.tox/py3/lib/python3/site-packages/psycopg2/__init__.py:144: UserWarning: The psycopg2 wheel package will be renamed from release 2.8; in order to keep installing from binary please use "pip install psycopg2-binary" instead. For details see: <http://initd.org/psycopg/docs/install.html#binary-install-from-pypi>.
""")
-- Docs: https://docs.pytest.org/en/latest/warnings.html
================== 25 passed, 1 warnings in 7.34 seconds ===================
_________________________________ summary __________________________________
flake8: commands succeeded
py3: commands succeeded
congratulations :)
Beware that some swh packages require a postgresql server properly configured
to execute the tests. In this case, you will want to use pifpaf_, which will
spawn a temporary instance of postgresql, to encapsulate the call to pytest.
For example, running pytest in the swh-core package::
(swh) ~/swh-environment$ cd swh-core
(swh) ~/swh-environment/swh-core$ pifpaf run postgresql -- pytest
=========================== test session starts ============================
platform linux -- Python 3.5.3, pytest-3.8.2, py-1.6.0, pluggy-0.7.1
hypothesis profile 'default' -> database=DirectoryBasedExampleDatabase('/home/ddouard/src/swh-environment/swh-core/.hypothesis/examples')
rootdir: /home/ddouard/src/swh-environment/swh-core, inifile: pytest.ini
plugins: requests-mock-1.5.2, postgresql-1.3.4, env-0.6.2, django-3.4.7, cov-2.6.0, pylama-7.6.5, hypothesis-3.76.0, celery-4.2.1
collected 79 items
swh/core/tests/test_api.py .. [ 2%]
swh/core/tests/test_config.py .............. [ 20%]
swh/core/tests/test_db.py .... [ 25%]
swh/core/tests/test_logger.py . [ 26%]
swh/core/tests/test_serializers.py ..... [ 32%]
swh/core/tests/test_statsd.py ...................................... [ 81%]
........ [ 91%]
swh/core/tests/test_utils.py ....... [100%]
======================== 79 passed in 6.59 seconds =========================
Setup the databases (optional)
------------------------------
If you want to run some packages manually, you may need to setup their databases.
The different databases for each subproject that requires one (like ``storage`` or ``scheduler``) should be setup through the ``swh db create`` or ``swh db init`` command. See their help for more information.
Test changes using a local instance
-----------------------------------
How to test your changes with a local instance is explained in the :ref:`documentation about our Docker setup <docker-environment>`.
Sending your changes
--------------------
After you are done making the changes you want, you can send them on our
forge. See the guide on :ref:`how to submit patches <patch-submission>`.
.. _pytest: https://pytest.org
.. _tox: https://tox.readthedocs.io
.. _pypi: https://pypi.org
.. _swh-loader-git: https://forge.softwareheritage.org/source/swh-loader-git
.. _pifpaf: https://github.com/jd/pifpaf

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