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Recommend poetry in docs (#12475)
* Recommend poetry in docs - readme - contributor guide - upgrade notes - new dev cheat sheet for poetry Co-authored-by: Shay <hillerys@element.io> Co-authored-by: Patrick Cloke <clokep@users.noreply.github.com>
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README.rst
31
README.rst
@ -293,24 +293,27 @@ directory of your choice::
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git clone https://github.com/matrix-org/synapse.git
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cd synapse
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Synapse has a number of external dependencies, that are easiest
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to install using pip and a virtualenv::
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Synapse has a number of external dependencies. We maintain a fixed development
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environment using [poetry](https://python-poetry.org/). First, install poetry. We recommend
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python3 -m venv ./env
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source ./env/bin/activate
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pip install -e ".[all,dev]"
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pip install --user pipx
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pipx install poetry
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as described `here <https://python-poetry.org/docs/#installing-with-pipx>`_.
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(See `poetry's installation docs <https://python-poetry.org/docs/#installation>`
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for other installation methods.) Then ask poetry to create a virtual environment
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from the project and install Synapse's dependencies::
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poetry install --extras "all test"
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This will run a process of downloading and installing all the needed
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dependencies into a virtual env. If any dependencies fail to install,
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try installing the failing modules individually::
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pip install -e "module-name"
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dependencies into a virtual env.
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We recommend using the demo which starts 3 federated instances running on ports `8080` - `8082`
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./demo/start.sh
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poetry run ./demo/start.sh
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(to stop, you can use `./demo/stop.sh`)
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(to stop, you can use `poetry run ./demo/stop.sh`)
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See the `demo documentation <https://matrix-org.github.io/synapse/develop/development/demo.html>`_
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for more information.
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@ -318,14 +321,14 @@ for more information.
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If you just want to start a single instance of the app and run it directly::
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# Create the homeserver.yaml config once
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python -m synapse.app.homeserver \
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poetry run synapse_homeserver \
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--server-name my.domain.name \
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--config-path homeserver.yaml \
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--generate-config \
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--report-stats=[yes|no]
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# Start the app
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python -m synapse.app.homeserver --config-path homeserver.yaml
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poetry run synapse_homeserver --config-path homeserver.yaml
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Running the unit tests
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@ -334,7 +337,7 @@ Running the unit tests
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After getting up and running, you may wish to run Synapse's unit tests to
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check that everything is installed correctly::
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trial tests
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poetry run trial tests
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This should end with a 'PASSED' result (note that exact numbers will
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differ)::
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1
changelog.d/12475.doc
Normal file
1
changelog.d/12475.doc
Normal file
@ -0,0 +1 @@
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Strongly recommend `poetry` for development.
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@ -48,19 +48,28 @@ can find many good git tutorials on the web.
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# 4. Install the dependencies
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Once you have installed Python 3 and added the source, please open a terminal and
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setup a *virtualenv*, as follows:
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Synapse uses the [poetry](https://python-poetry.org/) project to manage its dependencies
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and development environment. Once you have installed Python 3 and added the
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source, you should install `poetry`.
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Of their installation methods, we recommend
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[installing `poetry` using `pipx`](https://python-poetry.org/docs/#installing-with-pipx),
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```shell
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pip install --user pipx
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pipx install poetry
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```
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but see poetry's [installation instructions](https://python-poetry.org/docs/#installation)
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for other installation methods.
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Next, open a terminal and install dependencies as follows:
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```sh
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cd path/where/you/have/cloned/the/repository
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python3 -m venv ./env
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source ./env/bin/activate
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pip install wheel
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pip install -e ".[all,dev]"
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pip install tox
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poetry install --extras all
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```
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This will install the developer dependencies for the project.
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This will install the runtime and developer dependencies for the project.
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# 5. Get in touch.
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@ -117,11 +126,10 @@ The linters look at your code and do two things:
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- ensure that your code follows the coding style adopted by the project;
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- catch a number of errors in your code.
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The linter takes no time at all to run as soon as you've [downloaded the dependencies into your python virtual environment](#4-install-the-dependencies).
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The linter takes no time at all to run as soon as you've [downloaded the dependencies](#4-install-the-dependencies).
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```sh
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source ./env/bin/activate
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./scripts-dev/lint.sh
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poetry run ./scripts-dev/lint.sh
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```
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Note that this script *will modify your files* to fix styling errors.
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@ -131,15 +139,13 @@ If you wish to restrict the linters to only the files changed since the last com
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(much faster!), you can instead run:
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```sh
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source ./env/bin/activate
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./scripts-dev/lint.sh -d
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poetry run ./scripts-dev/lint.sh -d
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```
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Or if you know exactly which files you wish to lint, you can instead run:
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```sh
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source ./env/bin/activate
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./scripts-dev/lint.sh path/to/file1.py path/to/file2.py path/to/folder
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poetry run ./scripts-dev/lint.sh path/to/file1.py path/to/file2.py path/to/folder
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```
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## Run the unit tests (Twisted trial).
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@ -148,16 +154,14 @@ The unit tests run parts of Synapse, including your changes, to see if anything
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was broken. They are slower than the linters but will typically catch more errors.
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```sh
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source ./env/bin/activate
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trial tests
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poetry run trial tests
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```
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If you wish to only run *some* unit tests, you may specify
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another module instead of `tests` - or a test class or a method:
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```sh
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source ./env/bin/activate
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trial tests.rest.admin.test_room tests.handlers.test_admin.ExfiltrateData.test_invite
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poetry run trial tests.rest.admin.test_room tests.handlers.test_admin.ExfiltrateData.test_invite
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```
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If your tests fail, you may wish to look at the logs (the default log level is `ERROR`):
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@ -169,7 +173,7 @@ less _trial_temp/test.log
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To increase the log level for the tests, set `SYNAPSE_TEST_LOG_LEVEL`:
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```sh
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SYNAPSE_TEST_LOG_LEVEL=DEBUG trial tests
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SYNAPSE_TEST_LOG_LEVEL=DEBUG poetry run trial tests
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```
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By default, tests will use an in-memory SQLite database for test data. For additional
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@ -180,7 +184,7 @@ database state to be stored in a file named `test.db` under the trial process'
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working directory. Typically, this ends up being `_trial_temp/test.db`. For example:
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```sh
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SYNAPSE_TEST_PERSIST_SQLITE_DB=1 trial tests
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SYNAPSE_TEST_PERSIST_SQLITE_DB=1 poetry run trial tests
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```
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The database file can then be inspected with:
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239
docs/development/dependencies.md
Normal file
239
docs/development/dependencies.md
Normal file
@ -0,0 +1,239 @@
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# Managing dependencies with Poetry
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This is a quick cheat sheet for developers on how to use [`poetry`](https://python-poetry.org/).
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# Background
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Synapse uses a variety of third-party Python packages to function as a homeserver.
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Some of these are direct dependencies, listed in `pyproject.toml` under the
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`[tool.poetry.dependencies]` section. The rest are transitive dependencies (the
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things that our direct dependencies themselves depend on, and so on recursively.)
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We maintain a locked list of all our dependencies (transitive included) so that
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we can track exactly which version of each dependency appears in a given release.
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See [here](https://github.com/matrix-org/synapse/issues/11537#issue-1074469665)
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for discussion of why we wanted this for Synapse. We chose to use
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[`poetry`](https://python-poetry.org/) to manage this locked list; see
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[this comment](https://github.com/matrix-org/synapse/issues/11537#issuecomment-1015975819)
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for the reasoning.
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The locked dependencies get included in our "self-contained" releases: namely,
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our docker images and our debian packages. We also use the locked dependencies
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in development and our continuous integration.
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Separately, our "broad" dependencies—the version ranges specified in
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`pyproject.toml`—are included as metadata in our "sdists" and "wheels" [uploaded
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to PyPI](https://pypi.org/project/matrix-synapse). Installing from PyPI or from
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the Synapse source tree directly will _not_ use the locked dependencies; instead,
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they'll pull in the latest version of each package available at install time.
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## Example dependency
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An example may help. We have a broad dependency on
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[`phonenumbers`](https://pypi.org/project/phonenumbers/), as declared in
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this snippet from pyproject.toml [as of Synapse 1.57](
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https://github.com/matrix-org/synapse/blob/release-v1.57/pyproject.toml#L133
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):
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```toml
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[tool.poetry.dependencies]
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# ...
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phonenumbers = ">=8.2.0"
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```
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In our lockfile this is
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[pinned]( https://github.com/matrix-org/synapse/blob/dfc7646504cef3e4ff396c36089e1c6f1b1634de/poetry.lock#L679-L685)
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to version 8.12.44, even though
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[newer versions are available](https://pypi.org/project/phonenumbers/#history).
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```toml
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[[package]]
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name = "phonenumbers"
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version = "8.12.44"
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description = "Python version of Google's common library for parsing, formatting, storing and validating international phone numbers."
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category = "main"
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optional = false
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python-versions = "*"
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```
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The lockfile also includes a
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[cryptographic checksum](https://github.com/matrix-org/synapse/blob/release-v1.57/poetry.lock#L2178-L2181)
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of the sdists and wheels provided for this version of `phonenumbers`.
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```toml
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[metadata.files]
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# ...
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phonenumbers = [
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{file = "phonenumbers-8.12.44-py2.py3-none-any.whl", hash = "sha256:cc1299cf37b309ecab6214297663ab86cb3d64ae37fd5b88e904fe7983a874a6"},
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{file = "phonenumbers-8.12.44.tar.gz", hash = "sha256:26cfd0257d1704fe2f88caff2caabb70d16a877b1e65b6aae51f9fbbe10aa8ce"},
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]
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```
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We can see this pinned version inside the docker image for that release:
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```
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$ docker pull matrixdotorg/synapse:v1.57.0
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...
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$ docker run --entrypoint pip matrixdotorg/synapse:v1.57.0 show phonenumbers
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Name: phonenumbers
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Version: 8.12.44
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Summary: Python version of Google's common library for parsing, formatting, storing and validating international phone numbers.
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Home-page: https://github.com/daviddrysdale/python-phonenumbers
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Author: David Drysdale
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Author-email: dmd@lurklurk.org
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License: Apache License 2.0
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Location: /usr/local/lib/python3.9/site-packages
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Requires:
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Required-by: matrix-synapse
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```
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Whereas the wheel metadata just contains the broad dependencies:
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```
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$ cd /tmp
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$ wget https://files.pythonhosted.org/packages/ca/5e/d722d572cc5b3092402b783d6b7185901b444427633bd8a6b00ea0dd41b7/matrix_synapse-1.57.0rc1-py3-none-any.whl
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...
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$ unzip -c matrix_synapse-1.57.0rc1-py3-none-any.whl matrix_synapse-1.57.0rc1.dist-info/METADATA | grep phonenumbers
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Requires-Dist: phonenumbers (>=8.2.0)
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```
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# Tooling recommendation: direnv
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[`direnv`](https://direnv.net/) is a tool for activating environments in your
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shell inside a given directory. Its support for poetry is unofficial (a
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community wiki recipe only), but works solidly in our experience. We thoroughly
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recommend it for daily use. To use it:
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1. [Install `direnv`](https://direnv.net/docs/installation.html) - it's likely
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packaged for your system already.
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2. Teach direnv about poetry. The [shell config here](https://github.com/direnv/direnv/wiki/Python#poetry)
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needs to be added to `~/.config/direnv/direnvrc` (or more generally `$XDG_CONFIG_HOME/direnv/direnvrc`).
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3. Mark the synapse checkout as a poetry project: `echo layout poetry > .envrc`.
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4. Convince yourself that you trust this `.envrc` configuration and project.
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Then formally confirm this to `direnv` by running `direnv allow`.
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Then whenever you navigate to the synapse checkout, you should be able to run
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e.g. `mypy` instead of `poetry run mypy`; `python` instead of
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`poetry run python`; and your shell commands will automatically run in the
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context of poetry's venv, without having to run `poetry shell` beforehand.
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# How do I...
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## ...reset my venv to the locked environment?
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```shell
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poetry install --extras all --remove-untracked
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```
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## ...run a command in the `poetry` virtualenv?
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Use `poetry run cmd args` when you need the python virtualenv context.
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To avoid typing `poetry run` all the time, you can run `poetry shell`
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to start a new shell in the poetry virtualenv context. Within `poetry shell`,
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`python`, `pip`, `mypy`, `trial`, etc. are all run inside the project virtualenv
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and isolated from the rest o the system.
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Roughly speaking, the translation from a traditional virtualenv is:
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- `env/bin/activate` -> `poetry shell`, and
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- `deactivate` -> close the terminal (Ctrl-D, `exit`, etc.)
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See also the direnv recommendation above, which makes `poetry run` and
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`poetry shell` unnecessary.
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## ...inspect the `poetry` virtualenv?
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Some suggestions:
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```shell
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# Current env only
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poetry env info
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# All envs: this allows you to have e.g. a poetry managed venv for Python 3.7,
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# and another for Python 3.10.
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poetry env list --full-path
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poetry run pip list
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```
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Note that `poetry show` describes the abstract *lock file* rather than your
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on-disk environment. With that said, `poetry show --tree` can sometimes be
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useful.
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## ...add a new dependency?
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Either:
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- manually update `pyproject.toml`; then `poetry lock --no-update`; or else
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- `poetry add packagename`. See `poetry add --help`; note the `--dev`,
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`--extras` and `--optional` flags in particular.
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- **NB**: this specifies the new package with a version given by a "caret bound". This won't get forced to its lowest version in the old deps CI job: see [this TODO](https://github.com/matrix-org/synapse/blob/4e1374373857f2f7a911a31c50476342d9070681/.ci/scripts/test_old_deps.sh#L35-L39).
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Include the updated `pyproject.toml` and `poetry.lock` files in your commit.
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## ...remove a dependency?
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This is not done often and is untested, but
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```shell
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poetry remove packagename
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```
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ought to do the trick. Alternatively, manually update `pyproject.toml` and
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`poetry lock --no-update`. Include the updated `pyproject.toml` and poetry.lock`
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files in your commit.
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## ...update the version range for an existing dependency?
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Best done by manually editing `pyproject.toml`, then `poetry lock --no-update`.
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Include the updated `pyproject.toml` and `poetry.lock` in your commit.
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## ...update a dependency in the locked environment?
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Use
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```shell
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poetry update packagename
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```
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to use the latest version of `packagename` in the locked environment, without
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affecting the broad dependencies listed in the wheel.
|
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There doesn't seem to be a way to do this whilst locking a _specific_ version of
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`packagename`. We can workaround this (crudely) as follows:
|
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|
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```shell
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poetry add packagename==1.2.3
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# This should update pyproject.lock.
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||||
# Now undo the changes to pyproject.toml. For example
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# git restore pyproject.toml
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# Get poetry to recompute the content-hash of pyproject.toml without changing
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# the locked package versions.
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poetry lock --no-update
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```
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|
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Either way, include the updated `poetry.lock` file in your commit.
|
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## ...export a `requirements.txt` file?
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```shell
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poetry export --extras all
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```
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Be wary of bugs in `poetry export` and `pip install -r requirements.txt`.
|
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|
||||
Note: `poetry export` will be made a plugin in Poetry 1.2. Additional config may
|
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be required.
|
||||
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||||
## ...build a test wheel?
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||||
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||||
I usually use
|
||||
|
||||
```shell
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poetry run pip install build && poetry run python -m build
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||||
```
|
||||
|
||||
because [`build`](https://github.com/pypa/build) is a standardish tool which
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||||
doesn't require poetry. (It's what we use in CI too). However, you could try
|
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`poetry build` too.
|
@ -19,32 +19,36 @@ this document.
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packages](setup/installation.md#prebuilt-packages), you will need to follow the
|
||||
normal process for upgrading those packages.
|
||||
|
||||
- If Synapse was installed from source, then:
|
||||
|
||||
1. Activate the virtualenv before upgrading. For example, if
|
||||
Synapse is installed in a virtualenv in `~/synapse/env` then
|
||||
run:
|
||||
|
||||
```bash
|
||||
source ~/synapse/env/bin/activate
|
||||
```
|
||||
|
||||
2. If Synapse was installed using pip then upgrade to the latest
|
||||
- If Synapse was installed using pip then upgrade to the latest
|
||||
version by running:
|
||||
|
||||
```bash
|
||||
pip install --upgrade matrix-synapse
|
||||
```
|
||||
|
||||
If Synapse was installed using git then upgrade to the latest
|
||||
version by running:
|
||||
- If Synapse was installed from source, then:
|
||||
|
||||
1. Obtain the latest version of the source code. Git users can run
|
||||
`git pull` to do this.
|
||||
|
||||
2. If you're running Synapse in a virtualenv, make sure to activate it before
|
||||
upgrading. For example, if Synapse is installed in a virtualenv in `~/synapse/env` then
|
||||
run:
|
||||
|
||||
```bash
|
||||
git pull
|
||||
source ~/synapse/env/bin/activate
|
||||
pip install --upgrade .
|
||||
```
|
||||
Include any relevant extras between square brackets, e.g. `pip install --upgrade ".[postgres,oidc]"`.
|
||||
|
||||
3. Restart Synapse:
|
||||
3. If you're using `poetry` to manage a Synapse installation, run:
|
||||
```bash
|
||||
poetry install
|
||||
```
|
||||
Include any relevant extras with `--extras`, e.g. `poetry install --extras postgres --extras oidc`.
|
||||
It's probably easiest to run `poetry install --extras all`.
|
||||
|
||||
4. Restart Synapse:
|
||||
|
||||
```bash
|
||||
synctl restart
|
||||
|
Loading…
Reference in New Issue
Block a user