Installation

This document describes the necessary steps to configure Patchwork in a development environment. If you are interested in deploying Patchwork in a production environment, refer to the deployment guide instead.

To begin, you should clone Patchwork:

$ git clone git://github.com/getpatchwork/patchwork.git

Docker-Based Installation

Patchwork provides a Docker-based environment for quick configuration of a development environment. This is the preferred installation method. To configure Patchwork using Docker:

  1. Install docker and docker-compose.

  2. Create a .env file in the root directory of the project and store your UID attribute there.

    $ echo "UID=$UID" > .env
    
  3. Build the images. This will download over 200MB from the internet:

    $ docker-compose build
    
  4. Run docker-compose up:

    $ docker-compose up
    

    This will be visible at http://localhost:8000/.

To run a shell within this environment, run:

$ docker-compose run --rm web --shell

To run django-manage commands, such as createsuperuser or migrate, run:

$ docker-compose run --rm web python manage.py createsuperuser

To access the SQL command-line client, run:

$ docker-compose run --rm web python manage.py dbshell

To backup the database, run:

$ docker-compose run --rm web python manage.py dbbackup

Likewise, to restore an older version of the database, run:

$ docker-compose run --rm -web python manage.py dbrestore

To run unit tests against the system Python packages, run:

$ docker-compose run --rm web python manage.py test

To run unit tests for multiple versions using tox, run:

$ docker-compose run --rm web tox

To reset the database before any of these commands, add --reset to the command line after web and before any other arguments:

$ docker-compose run --rm web --reset tox

Any local edits to the project files made locally are immediately visible to the Docker container, and so should be picked up by the Django auto-reloader.

For more information on Docker itself, please refer to the docker and docker-compose documentation.

Note

If using SELinux, you will need to create a custom SELinux rule to allow the Docker process to access your working directory. Run:

$ chcon -RT svirt_sandbox_file_t $PATCHWORK_DIR

where $PATCHWORK_DIR is the absolute patch to the patchwork folder created when you cloned the repo. For more information, see man docker run.

Note

If you see an error like the below:

ERROR: Couldn't connect to the Docker daemon at http+docker://localunixsocket - is it running?

ensure you have correctly installed Docker, added your user to the docker group, and started the daemon, per the docker documentation.

Note

If you see an error like the below:

You must define UID in .env

Ensure you have created a .env file in the root of your project directory and stored the UID attribute there. For more information on why this is necessary, refer to this docker-compose issue.

Manual Installation

Manual installation can be used where use of Docker is not possible or desired.

Install Required Packages

There are a number of different requirements for developing Patchwork:

  • Python and libraries
  • A supported database (RDBMS)

These are detailed below.

Python Requirements

To develop Python-based software you first need Python. Patchwork supports both Python 2.7 and Python 3.4+. One of these will be installed by default on many installations, though they can also be installed manually using the python or python3 packages.

It’s a good idea to use virtual environments to develop Python software. Virtual environments are “instances” of your system Python without any of the additional Python packages installed. They are useful to develop and possibly deploy Patchwork against a “well known” set of dependencies, but they can also be used to test Patchwork against several versions of Django.

If you do not have virtualenv installed then you should install it now. This can be installed using the python-virtualenv or python3-virtualenv packages. Alternatively you can install these using pip.

It is also helpful to install tox which is used for running tests in Patchwork. This can be installed using the python-tox or python3-tox packages, or via pip.

Database Requirements

If not already installed, you may need to install an RDBMS. You can use either MariaDB/MySQL or PostgreSQL for this purpose. You should also install the development headers, known as libmysqlclient-dev or libpq-dev respectively on Debian-based Debian-based distros like Ubuntu and mysql-devel or postgresql-devel on RHEL-based distros.

Note

While Django provides support for multiple database backends, Patchwork itself is only tested against MySQL/MariaDB and PostgreSQL. Should you wish to use a different backend, ensure you validate this first (and perhaps upstream any changes you may find necessary).

Note

You may be tempted to use SQLite to develop Patchwork. We’d advise against doing this. SQLite supports a subset of the functionality of “full” RDBMS like MySQL: for example, case-sensitive matching of Unicode is not supported. You will find some tests provided by Patchwork fail and some patches you develop may fail in production due to these differences.

Example Installation

An example for installing all these packages and the MySQL RDBMS on Ubuntu 15.04 is given below:

$ sudo apt-get install python python-pip python-dev python-virtualenv \
    python-tox mysql-server libmysqlclient-dev

If you have an existing MariaDB/MySQL installation and have installed pip already/are using Python 3.4+ then you can install all packages using pip:

$ sudo pip install virtualenv tox

If you wish to use Python 3 then simply replace python with python3 in the above command.

Configure Virtual Environment

Note

If you are interested in simply testing Patchwork, many of the below steps are not required. tox will automatically install dependencies and use virtual environments when testing.

Once these requirements are installed, you should create and activate a new virtual environment. This can be done like so:

$ virtualenv .venv
$ source .venv/bin/activate
(.venv)$

Note

If you installed a Python 3.x-based virtual environment package, adjust the executable indicated above as necessary, e.g. virtualenv-3.4.

Now install the packages. Patchwork provides three requirements files.

requirements-dev.txt
Packages required to configure a development environment
requirements-prod.txt
Packages required for deploying Patchwork in production
requirements-test.txt
Packages required to run tests

We’re going to install the first of these, which can be done like so:

(.venv)$ cd patchwork
(.venv)$ pip install -r requirements-dev.txt

Note

Once configured this does not need to be done again unless the requirements change, e.g. Patchwork requires an updated version of Django.

Initialize the Database

One installed, the database must be configured. We will assume you have root access to the database for these steps.

To begin, export your database credentials as follows:

(.venv)$ db_user=root
(.venv)$ db_pass=password

Now, create the database. If this is your first time configuring the database, you must create a patchwork user (or similar) along with the database instance itself. The commands below will do this, dropping existing databases if necessary:

(.venv)$ mysql -u$db_user -p$db_pass << EOF
DROP DATABASE IF EXISTS patchwork;
CREATE DATABASE patchwork CHARACTER SET utf8;
GRANT ALL PRIVILEGES ON patchwork.* TO 'patchwork'@'localhost'
    IDENTIFIED BY 'password';
EOF

Note

The patchwork username and password password are the defaults expected by the provided dev settings files. If using something different, export the PW_TEST_DB_USER and PW_TEST_DB_PASS variables described in the Environment Variables section below. Alternatively, you can create your own settings file with these variables hardcoded and change the value of DJANGO_SETTINGS_MODULE as described below.

Load Initial Data

Before continuing, we need to tell Django where it can find our configuration. Patchwork provides a default development settings.py file for this purpose. To use this, export the DJANGO_SETTINGS_MODULE environment variable as described below:

(.venv)$ export DJANGO_SETTINGS_MODULE=patchwork.settings.dev

Alternatively you can provide your own settings.py file and provide the path to that instead.

Once done, we need to create the tables in the database. This can be done using the migrate command of the manage.py executable:

(.venv)$ ./manage.py migrate

Next, you should load the initial fixtures into Patchwork. These initial fixtures provide.

default_tags.xml
The tags that Patchwork will extract from mails. For example: Acked-By, Reviewed-By
default_states.xml
The states that a patch can be in. For example: Accepted, Rejected
default_projects.xml
A default project that you can then upload patches for

These can be loaded using the loaddata command:

(.venv)$ ./manage.py loaddata default_tags default_states default_projects

You should also take the opportunity to create a “superuser”. You can do this using the aptly-named createsuperuser command:

(.venv)$ ./manage.py createsuperuser

Import Mailing List Archives

Regardless of your installation method of choice, you will probably want to load some real emails into the system. This can be done manually, however it’s generally much easier to download an archive from a Mailman instance and load these using the parsearchive command. You can do this like so:

(.venv)$ mm_user=<myusername>
(.venv)$ mm_pass=<mypassword>
(.venv)$ mm_host=https://lists.ozlabs.org
(.venv)$ mm_url=$mm_host/private/patchwork.mbox/patchwork.mbox
(.venv)$ curl -F username=$mm_user -F password=$mm_pass -k -O $mm_url

where mm_user and mm_pass are the username and password you have registered with on the Mailman instance found at mm_host.

Note

We provide instructions for downloading archives from the Patchwork mailing list, but almost any instance of Mailman will allow downloading of archives as seen above; simply change the pw_url variable defined. You can find more informations about this here.

Load these archives into Patchwork. Depending on the size of the downloaded archives this may take some time:

(.venv)$ ./manage.py parsearchive --list-id=patchwork.ozlabs.org \
   patchwork.mbox

Finally, run the server and browse to the IP address of your board using your browser of choice:

(.venv)$ ./manage.py runserver 0.0.0.0:8000

Once finished, you can kill the server (Ctrl+C) and exit the virtual environment:

(.venv)$ deactivate
$

Should you wish to re-enter this environment, simply source the activate script again.

Django Debug Toolbar

Patchwork installs and enables the ‘Django Debug Toolbar’ application by default when using development settings and requirements. This provides a configurable set of panels that display various debug information about the current request/response and, when clicked, display more details about the panel’s content.

Important

By default, the toolbar is only displayed if you are developing on localhost. If developing on a different machine, you should configure an SSH tunnel such that, for example, localhost:8000 points to [DEV_MACHINE_IP]:8000.

For more information, refer to the documentation.

Django Database Backup

Patchwork installs and enables the ‘Django Database Backup’ application by default when using development settings and requirements. This provides the following management commands, which can be useful for hacking on Patchwork:

  • dbbackup
  • dbrestore
  • mediabackup
  • mediarestore

For more information, refer to the documentation.

Environment Variables

The following environment variables are available to configure settings when using the provided dev settings file.

PW_TEST_DB_NAME=patchwork
Name of the database
PW_TEST_DB_USER=patchwork
Username to access the database with
PW_TEST_DB_PASS=password
Password to access the database with<
PW_TEST_DB_TYPE=mysql
Type of database to use. Options: mysql, postgres