wagtail/docs/contributing/developing.rst

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.. _developing:
Development
-----------
Setting up a local copy of `the Wagtail git repository <https://github.com/wagtail/wagtail>`_ is slightly more involved than running a release package of Wagtail, as it requires `Node.js <https://nodejs.org/>`_ and NPM for building Javascript and CSS assets. (This is not required when running a release version, as the compiled assets are included in the release package.)
If you're happy to develop on a virtual machine, the `vagrant-wagtail-develop <https://github.com/wagtail/vagrant-wagtail-develop>`_ setup script is the fastest way to get up and running. This will provide you with a running instance of the `Wagtail Bakery demo site <https://github.com/wagtail/bakerydemo/>`_, with the Wagtail and bakerydemo codebases available as shared folders for editing on your host machine.
(Build scripts for other platforms would be very much welcomed - if you create one, please let us know via the `Wagtail Developers group <https://groups.google.com/forum/#!forum/wagtail-developers>`_!)
If you'd prefer to set up all the components manually, read on. These instructions assume that you're familiar with using pip and virtualenv to manage Python packages.
Setting up the Wagtail codebase
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Install Node.js, version 8. Instructions for installing Node.js can be found on the `Node.js download page <https://nodejs.org/download/>`_.
You can also use Node version manager (nvm) since Wagtail supplies a ``.nvmrc`` file in the root of the project with the minimum required Node version - see nvm's `installation instructions <https://github.com/creationix/nvm>`_.
You will also need to install the **libjpeg** and **zlib** libraries, if you haven't done so already - see Pillow's `platform-specific installation instructions <http://pillow.readthedocs.org/en/latest/installation.html#external-libraries>`_.
Clone a copy of `the Wagtail codebase <https://github.com/wagtail/wagtail>`_:
.. code-block:: console
$ git clone https://github.com/wagtail/wagtail.git
$ cd wagtail
With your preferred virtualenv activated, install the Wagtail package in development mode with the included testing and documentation dependencies:
.. code-block:: console
$ pip install -e '.[testing,docs]' -U
Install Node through nvm (optional):
.. code-block:: console
$ nvm install
Install the tool chain for building static assets:
.. code-block:: console
$ npm install
Compile the assets:
.. code-block:: console
$ npm run build
Any Wagtail sites you start up in this virtualenv will now run against this development instance of Wagtail. We recommend using the `Wagtail Bakery demo site <https://github.com/wagtail/bakerydemo/>`_ as a basis for developing Wagtail.
.. _testing:
Testing
~~~~~~~
From the root of the Wagtail codebase, run the following command to run all the tests:
.. code-block:: console
$ python runtests.py
**Running only some of the tests**
At the time of writing, Wagtail has well over 2500 tests, which takes a while to
run. You can run tests for only one part of Wagtail by passing in the path as
an argument to ``runtests.py``:
.. code-block:: console
$ python runtests.py wagtail.core
You can also run tests for individual TestCases by passing in the path as
an argument to ``runtests.py``
.. code-block:: console
$ python runtests.py wagtail.core.tests.test_blocks.TestIntegerBlock
**Running migrations for the test app models**
You can create migrations for the test app by running the following from the Wagtail root.
.. code-block:: console
$ django-admin.py makemigrations --settings=wagtail.tests.settings
**Testing against PostgreSQL**
By default, Wagtail tests against SQLite. You can switch to using PostgreSQL by
using the ``--postgres`` argument:
.. code-block:: console
$ python runtests.py --postgres
If you need to use a different user, password or host. Use the ``PGUSER``, ``PGPASSWORD`` and ``PGHOST`` environment variables.
**Testing against a different database**
If you need to test against a different database, set the ``DATABASE_ENGINE``
environment variable to the name of the Django database backend to test against:
.. code-block:: console
$ DATABASE_ENGINE=django.db.backends.mysql python runtests.py
This will create a new database called ``test_wagtail`` in MySQL and run
the tests against it.
**Testing Elasticsearch**
You can test Wagtail against Elasticsearch by passing the ``--elasticsearch``
argument to ``runtests.py``:
.. code-block:: console
$ python runtests.py --elasticsearch
Wagtail will attempt to connect to a local instance of Elasticsearch
(``http://localhost:9200``) and use the index ``test_wagtail``.
If your Elasticsearch instance is located somewhere else, you can set the
``ELASTICSEARCH_URL`` environment variable to point to its location:
.. code-block:: console
$ ELASTICSEARCH_URL=http://my-elasticsearch-instance:9200 python runtests.py --elasticsearch
**Browser and device support**
Wagtail is meant to be used on a wide variety of devices and browsers. Supported browser / device versions include:
============= ============= =============
Browser Device/OS Version(s)
============= ============= =============
Mobile Safari iOS Phone Last 2
Mobile Safari iOS Tablet Last 2
Chrome Android Last 2
IE Desktop 11
Chrome Desktop Last 2
MS Edge Desktop Last 2
Firefox Desktop Latest
Firefox ESR Desktop Latest
Safari macOS Last 2
============= ============= =============
We aim for Wagtail to work in those environments. Our development standards ensure that the site is usable on other browsers **and will work on future browsers**. To test on IE, install virtual machines `made available by Microsoft <https://developer.microsoft.com/en-us/microsoft-edge/tools/vms/>`_.
Unsupported browsers / devices include:
============= ============= =============
Browser Device/OS Version(s)
============= ============= =============
Stock browser Android All
IE Desktop 10 and below
Safari Windows All
============= ============= =============
Compiling static assets
~~~~~~~~~~~~~~~~~~~~~~~
All static assets such as JavaScript, CSS, images, and fonts for the Wagtail admin are compiled from their respective sources by ``gulp``. The compiled assets are not committed to the repository, and are compiled before packaging each new release. Compiled assets should not be submitted as part of a pull request.
To compile the assets, run:
.. code-block:: console
$ npm run build
This must be done after every change to the source files. To watch the source files for changes and then automatically recompile the assets, run:
.. code-block:: console
$ npm start
Compiling the documentation
~~~~~~~~~~~~~~~~~~~~~~~~~~~
The Wagtail documentation is built by Sphinx. To install Sphinx and compile the documentation, run:
.. code-block:: console
$ cd /path/to/wagtail
$ # Install the documentation dependencies
$ pip install -e .[docs]
$ # Compile the docs
$ cd docs/
$ make html
The compiled documentation will now be in ``docs/_build/html``.
Open this directory in a web browser to see it.
Python comes with a module that makes it very easy to preview static files in a web browser.
To start this simple server, run the following commands:
.. code-block:: console
$ cd docs/_build/html/
$ python -mhttp.server 8080
Now you can open <http://localhost:8080/> in your web browser to see the compiled documentation.
Sphinx caches the built documentation to speed up subsequent compilations.
Unfortunately, this cache also hides any warnings thrown by unmodified documentation source files.
To clear the built HTML and start fresh, so you can see all warnings thrown when building the documentation, run:
.. code-block:: console
$ cd docs/
$ make clean
$ make html
Wagtail also provides a way for documentation to be compiled automatically on each change.
To do this, you can run the following command to see the changes automatically at ``localhost:4000``:
.. code-block:: console
$ cd docs/
$ make livehtml