================

Kallithea README

================

About

-----

**Kallithea** is a fast and powerful management tool for Mercurial_ and Git_

with a built-in push/pull server, full text search and code-review. It works on

to authenticate via LDAP or ActiveDirectory. Kallithea also provides simple API

so it's easy to integrate with existing external systems.

Kallithea is similar in some respects to GitHub_ or Bitbucket_, however

Kallithea can be run as standalone hosted application on your own server. It is

open-source and focuses more on providing a customised,

self-administered interface for Mercurial_ and Git_ repositories. Kallithea

works on Unix-like systems and Windows.

Kallithea was forked from RhodeCode in July 2014 and has been heavily modified.

Installation

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

Kallithea requires Python_ 2.7 and it is recommended to install it in a

virtualenv_. Official releases of Kallithea can be installed with::

    pip install kallithea

The development repository is kept very stable and used in production by the

developers -- you can do the same.

Please visit https://docs.kallithea-scm.org/en/latest/installation.html for

more details.

There is also an experimental `Puppet module`_ for installing and setting up

Kallithea. Currently, only basic functionality is provided, but it is still

enough to get up and running quickly, especially for people without Python

background. See

https://docs.kallithea-scm.org/en/latest/installation_puppet.html for further

information.

Source code

-----------

The latest sources can be obtained from

https://kallithea-scm.org/repos/kallithea.

The issue tracker and a repository mirror can be found at Bitbucket_ on

https://bitbucket.org/conservancy/kallithea.

Kallithea features

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

- Has its own middleware to handle Mercurial_ and Git_ protocol requests. Each

  request is authenticated and logged together with IP address.

- Built for speed and performance. You can make multiple pulls/pushes

  simultaneously. Proven to work with thousands of repositories and users.

- Supports HTTP/HTTPS with LDAP, AD, or proxy-pass authentication.

- Full permissions (private/read/write/admin) together with IP restrictions for

  each repository, additional explicit forking, repositories group and

  repository creation permissions.

- User groups for easier permission management.

- Repository groups let you group repos and manage them easier. They come with

  permission delegation features, so you can delegate groups management.

- Users can fork other users repos, and compare them at any time.

- Built-in versioned paste functionality (Gist) for sharing code snippets.

- Integrates easily with other systems, with custom created mappers you can

  connect it to almost any issue tracker, and with a JSON-RPC API you can make

  much more.

- Built-in commit API lets you add, edit and commit files right from Kallithea

  web interface using simple editor or upload binary files using simple form.

- Powerful pull request driven review system with inline commenting, changeset

  statuses, and notification system.

- Importing and syncing repositories from remote locations for Git_, Mercurial_

  and Subversion.

- Mako templates let you customize the look and feel of the application.

- Beautiful diffs, annotations and source code browsing all colored by

  pygments. Raw diffs are made in Git-diff format for both VCS systems,

  including Git_ binary-patches.

- Mercurial_ and Git_ DAG graphs and Flot-powered graphs with zooming and

  statistics to track activity for repositories.

- Admin interface with user/permission management. Admin activity journal logs

  pulls, pushes, forks, registrations and other actions made by all users.

- Server side forks. It is possible to fork a project and modify it freely

  without breaking the main repository.

- reST and Markdown README support for repositories.

- Full text search powered by Whoosh on the source files, commit messages, and

  file names. Built-in indexing daemons, with optional incremental index build

  (no external search servers required all in one application).

- Setup project descriptions/tags and info inside built in DB for easy,

  non-filesystem operations.

- Intelligent cache with invalidation after push or project change, provides

  high performance and always up to date data.

- RSS/Atom feeds, Gravatar support, downloadable sources as zip/tar/gz.

- Optional async tasks for speed and performance using Celery_.

- Backup scripts can do backup of whole app and send it over scp to desired

  location.

- Based on TurboGears2, SQLAlchemy, Whoosh, Bootstrap, and other open source

  libraries.

- Uses PostgreSQL, SQLite, or MariaDB/MySQL databases.

License

-------

**Kallithea** is released under the GPLv3 license. Kallithea is a `Software

Freedom Conservancy`_ project and thus controlled by a non-profit organization.

No commercial entity can take ownership of the project and change the

direction.

Kallithea started out as an effort to make sure the existing GPLv3 codebase

would stay available under a legal license. Kallithea thus has to stay GPLv3

compatible ... but we are also happy it is GPLv3 and happy to keep it that way.

A different license (such as AGPL) could perhaps help attract a different

community with a different mix of Free Software people and companies but we are

happy with the current focus.

Community

---------

**Kallithea** is maintained by its users who contribute the fixes they would

like to see.

Get in touch with the rest of the community:

- Join the mailing list users and developers -- see

  http://lists.sfconservancy.org/mailman/listinfo/kallithea-general.

- Use IRC and join #kallithea on FreeNode (irc.freenode.net) or use

  http://webchat.freenode.net/?channels=kallithea.

- Follow Kallithea on Twitter, **@KallitheaSCM**.

- Issues can be reported at `issue tracker

  <https://bitbucket.org/conservancy/kallithea/issues>`_.

   .. note::

       Please try to read the documentation before posting any issues,

       especially the **troubleshooting section**

Online documentation

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

Online documentation for the current version of Kallithea is available at

https://docs.kallithea-scm.org/en/stable/. Documentation for the current development

version can be found on https://docs.kallithea-scm.org/en/default/.

You can also build the documentation locally: go to ``docs/`` and run::

   make html

.. note:: You need to have Sphinx_ installed to build the

          documentation. If you don't have Sphinx_ installed you can

          install it via the command: ``pip install sphinx`` .

Migrating from RhodeCode

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

Kallithea 0.3.2 and earlier supports migrating from an existing RhodeCode

installation. To migrate, install Kallithea 0.3.2 and follow the

instructions in the 0.3.2 README to perform a one-time conversion of the

database from RhodeCode to Kallithea, before upgrading to this version

of Kallithea.

.. _virtualenv: http://pypi.python.org/pypi/virtualenv

.. _Python: http://www.python.org/

.. _Sphinx: http://sphinx.pocoo.org/

.. _Mercurial: http://mercurial.selenic.com/

.. _Bitbucket: http://bitbucket.org/

.. _GitHub: http://github.com/

.. _Subversion: http://subversion.tigris.org/

.. _Git: http://git-scm.com/

.. _Celery: http://celeryproject.org/

.. _Software Freedom Conservancy: http://sfconservancy.org/

.. _Puppet module: https://forge.puppetlabs.com/rauch/kallithea

.. _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

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

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

setting the ``HGENCODING`` environment variable, but will override it.

Celery configuration

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

Kallithea can use the distributed task queue system Celery_ to run tasks like

cloning repositories or sending emails.

Kallithea will in most setups work perfectly fine out of the box (without

Celery), executing all tasks in the web server process. Some tasks can however

take some time to run and it can be better to run such tasks asynchronously in

a separate process so the web server can focus on serving web requests.

For installation and configuration of Celery, see the `Celery documentation`_.

Note that Celery requires a message broker service like RabbitMQ_ (recommended)

or Redis_.

The use of Celery is configured in the Kallithea ini configuration file.

To enable it, simply set::

  use_celery = true

and add or change the ``celery.*`` and ``broker.*`` configuration variables.

Remember that the ini files use the format with '.' and not with '_' like

Celery. So for example setting `BROKER_HOST` in Celery means setting

`broker.host` in the configuration file.

To start the Celery process, run::

  kallithea-cli celery-run -c my.ini

Extra options to the Celery worker can be passed after ``--`` - see ``-- -h``

for more info.

.. note::

   Make sure you run this command from the same virtualenv, and with the same

   user that Kallithea runs.

HTTPS support

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

Kallithea will by default generate URLs based on the WSGI environment.

Alternatively, you can use some special configuration settings to control

directly which scheme/protocol Kallithea will use when generating URLs:

- With ``https_fixup = true``, the scheme will be taken from the

  ``X-Url-Scheme``, ``X-Forwarded-Scheme`` or ``X-Forwarded-Proto`` HTTP header

  (default ``http``).

- With ``force_https = true`` the default will be ``https``.

- With ``use_htsts = true``, Kallithea will set ``Strict-Transport-Security`` when using https.

.. _nginx_virtual_host:

Nginx virtual host example

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

Sample config for Nginx using proxy:

.. code-block:: nginx

    upstream kallithea {

        server 127.0.0.1:5000;

        # add more instances for load balancing

        #server 127.0.0.1:5001;

        #server 127.0.0.1:5002;

    }

    ## gist alias

    server {

       listen          443;

       server_name     gist.example.com;

       access_log      /var/log/nginx/gist.access.log;

       error_log       /var/log/nginx/gist.error.log;

       ssl on;

       ssl_certificate     gist.your.kallithea.server.crt;

       ssl_certificate_key gist.your.kallithea.server.key;

       ssl_session_timeout 5m;

       ssl_protocols SSLv3 TLSv1;

       ssl_ciphers DHE-RSA-AES256-SHA:DHE-RSA-AES128-SHA:EDH-RSA-DES-CBC3-SHA:AES256-SHA:DES-CBC3-SHA:AES128-SHA:RC4-SHA:RC4-MD5;

       ssl_prefer_server_ciphers on;

       rewrite ^/(.+)$ https://kallithea.example.com/_admin/gists/$1;

       rewrite (.*)    https://kallithea.example.com/_admin/gists;

    }

    server {

       listen          443;

       server_name     kallithea.example.com

       access_log      /var/log/nginx/kallithea.access.log;

       error_log       /var/log/nginx/kallithea.error.log;

       ssl on;

       ssl_certificate     your.kallithea.server.crt;

       ssl_certificate_key your.kallithea.server.key;

       ssl_session_timeout 5m;

       ssl_protocols SSLv3 TLSv1;

       ssl_ciphers DHE-RSA-AES256-SHA:DHE-RSA-AES128-SHA:EDH-RSA-DES-CBC3-SHA:AES256-SHA:DES-CBC3-SHA:AES128-SHA:RC4-SHA:RC4-MD5;

       ssl_prefer_server_ciphers on;

       ## uncomment root directive if you want to serve static files by nginx

       ## requires static_files = false in .ini file

       #root /srv/kallithea/kallithea/kallithea/public;

       include         /etc/nginx/proxy.conf;

       location / {

            try_files $uri @kallithea;

       }

       location @kallithea {

            proxy_pass      http://127.0.0.1:5000;

       }

    }

Here's the proxy.conf. It's tuned so it will not timeout on long

pushes or large pushes::

    proxy_redirect              off;

    proxy_set_header            Host $host;

    ## needed for container auth

    #proxy_set_header            REMOTE_USER $remote_user;

    #proxy_set_header            X-Forwarded-User $remote_user;

    proxy_set_header            X-Url-Scheme $scheme;

    proxy_set_header            X-Host $http_host;

    proxy_set_header            X-Real-IP $remote_addr;

    proxy_set_header            X-Forwarded-For $proxy_add_x_forwarded_for;

    proxy_set_header            Proxy-host $proxy_host;

    proxy_buffering             off;

    proxy_connect_timeout       7200;

    proxy_send_timeout          7200;

    proxy_read_timeout          7200;

    proxy_buffers               8 32k;

    client_max_body_size        1024m;

    client_body_buffer_size     128k;

    large_client_header_buffers 8 64k;

.. _apache_virtual_host_reverse_proxy:

Apache virtual host reverse proxy example

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

Here is a sample configuration file for Apache using proxy:

.. code-block:: apache

    <VirtualHost *:80>

            ServerName kallithea.example.com

            <Proxy *>

              # For Apache 2.4 and later:

              Require all granted

              # For Apache 2.2 and earlier, instead use:

              # Order allow,deny

              # Allow from all

            </Proxy>

            #important !

            #Directive to properly generate url (clone url) for Kallithea

            ProxyPreserveHost On

            #kallithea instance

            ProxyPass / http://127.0.0.1:5000/

            ProxyPassReverse / http://127.0.0.1:5000/

            #to enable https use line below

            #SetEnvIf X-Url-Scheme https HTTPS=1

    </VirtualHost>

Additional tutorial

http://pylonsbook.com/en/1.1/deployment.html#using-apache-to-proxy-requests-to-pylons

.. _apache_subdirectory:

Apache as subdirectory

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

Apache subdirectory part:

.. code-block:: apache

    <Location /PREFIX >

      ProxyPass http://127.0.0.1:5000/PREFIX

      ProxyPassReverse http://127.0.0.1:5000/PREFIX

      SetEnvIf X-Url-Scheme https HTTPS=1

    </Location>

Besides the regular apache setup you will need to add the following line

into ``[app:main]`` section of your .ini file::

    filter-with = proxy-prefix

Add the following at the end of the .ini file::

    [filter:proxy-prefix]

    use = egg:PasteDeploy#prefix

    prefix = /PREFIX

then change ``PREFIX`` into your chosen prefix

.. _apache_mod_wsgi:

Apache with mod_wsgi

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

Alternatively, Kallithea can be set up with Apache under mod_wsgi. For

that, you'll need to:

- Install mod_wsgi. If using a Debian-based distro, you can install

  the package libapache2-mod-wsgi::

    aptitude install libapache2-mod-wsgi

- Enable mod_wsgi::

    a2enmod wsgi

- Add global Apache configuration to tell mod_wsgi that Python only will be

  used in the WSGI processes and shouldn't be initialized in the Apache

  processes::

    WSGIRestrictEmbedded On

- Create a WSGI dispatch script, like the one below. Make sure you

  check that the paths correctly point to where you installed Kallithea

  and its Python Virtual Environment.

  .. code-block:: python

      import os

      os.environ['PYTHON_EGG_CACHE'] = '/srv/kallithea/.egg-cache'

      # sometimes it's needed to set the current dir

      os.chdir('/srv/kallithea/')

      import site

      site.addsitedir("/srv/kallithea/venv/lib/python2.7/site-packages")

      ini = '/srv/kallithea/my.ini'

      from logging.config import fileConfig

      fileConfig(ini)

      from paste.deploy import loadapp

      application = loadapp('config:' + ini)

  Or using proper virtualenv activation:

  .. code-block:: python

      activate_this = '/srv/kallithea/venv/bin/activate_this.py'

      execfile(activate_this, dict(__file__=activate_this))

      import os

      os.environ['HOME'] = '/srv/kallithea'

      ini = '/srv/kallithea/kallithea.ini'

      from logging.config import fileConfig

      fileConfig(ini)

      from paste.deploy import loadapp

      application = loadapp('config:' + ini)

- Add the necessary ``WSGI*`` directives to the Apache Virtual Host configuration

  file, like in the example below. Notice that the WSGI dispatch script created

  above is referred to with the ``WSGIScriptAlias`` directive.

  The default locale settings Apache provides for web services are often not

  adequate, with `C` as the default language and `ASCII` as the encoding.

  Instead, use the ``lang`` parameter of ``WSGIDaemonProcess`` to specify a

  suitable locale. See also the :ref:`overview` section and the

  `WSGIDaemonProcess documentation`_.

  Apache will by default run as a special Apache user, on Linux systems

  usually ``www-data`` or ``apache``. If you need to have the repositories

  directory owned by a different user, use the user and group options to

  WSGIDaemonProcess to set the name of the user and group.

  Once again, check that all paths are correctly specified.

  .. code-block:: apache

      WSGIDaemonProcess kallithea processes=5 threads=1 maximum-requests=100 \

          python-home=/srv/kallithea/venv lang=C.UTF-8

      WSGIProcessGroup kallithea

      WSGIScriptAlias / /srv/kallithea/dispatch.wsgi

      WSGIPassAuthorization On

  Or if using a dispatcher WSGI script with proper virtualenv activation:

  .. code-block:: apache

      WSGIDaemonProcess kallithea processes=5 threads=1 maximum-requests=100 lang=en_US.utf8

      WSGIProcessGroup kallithea

      WSGIScriptAlias / /srv/kallithea/dispatch.wsgi

      WSGIPassAuthorization On

Other configuration files

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

A number of `example init.d scripts`__ can be found in

the ``init.d`` directory of the Kallithea source.

.. __: https://kallithea-scm.org/repos/kallithea/files/tip/init.d/ .

.. _virtualenv: http://pypi.python.org/pypi/virtualenv

.. _python: http://www.python.org/

.. _Python regular expression documentation: https://docs.python.org/2/library/re.html

.. _Mercurial: https://www.mercurial-scm.org/

.. _Celery: http://celeryproject.org/

.. _Celery documentation: http://docs.celeryproject.org/en/latest/getting-started/index.html

.. _RabbitMQ: http://www.rabbitmq.com/

.. _Redis: http://redis.io/

.. _mercurial-server: http://www.lshift.net/mercurial-server.html

.. _PublishingRepositories: https://www.mercurial-scm.org/wiki/PublishingRepositories

.. _WSGIDaemonProcess documentation: https://modwsgi.readthedocs.io/en/develop/configuration-directives/WSGIDaemonProcess.html