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Developer Guide

Stack

Mathesar is built using:

Local development setup

Note: If you are developing on Windows, first install WSL. Then do all of your development work from within the WSL shell, including running commands like git clone and docker compose.

  1. Ensure that you have Docker installed.

  2. Clone the repository and cd into it.

  3. Copy the .env file by running the following command in the repository's root directory:

    cp .env.example .env

  4. From the repository's root directory, run:

    docker compose -f docker-compose.yml -f docker-compose.dev.yml up dev-service

    Note: You may need to run docker sudo depending on how you have it installed.

    You should now have a web server and database server running.

  5. Login at http://localhost:8000/ with the following credentials:

    • username: admin
    • password: password

  6. Keep Docker running while making your code changes. The app will update automatically with your new code. Please refer to our Troubleshooting guide if you are experiencing any issues.

Contribution guidelines

Before getting started with your code changes, read our Contributor guide to understand our processes for handling issues and and PRs.

Loading sample data

For sample table data, you can create a new table in the UI using the patents.csv file found in /mathesar/tests/data.

API

See our API guide for more information on API usage and development.

Back end development

  • The db directory contains low-level code for interacting with the database.
  • The mathesar directory contains the Django application and API, which we sometimes refer to as the "service layer".

Running backend tests

We use pytest for our backend tests.

  • Run all python backend tests:

    docker exec mathesar_service_dev pytest mathesar/ db/

  • Run a specific python test, by name:

    docker exec mathesar_service_dev pytest -k "test_name"

  • See the pytest documentation, or run pytest with the --help flag to learn about more options for running tests.

  • Run all SQL tests:

    docker exec mathesar_dev_db /bin/bash sql/run_tests.sh

Front end development

  • All the front end code is in the mathesar_ui directory.
  • If you are modifying front end code, read more the Front end development guide.

Full-stack linting

To lint the front end and back end code at the same time, run the lint.sh script from the root of the repository. The script requires that the Python virtual environment with flake8 be activated and that Node modules be installed in mathesar_ui/. Alternatively, ESLint and Flake8 should be installed globally on the system.

./lint.sh

  • By default, the script lints both Python and Node.js (if changes are staged), but this can be overridden with the -p and -n flags respectively.

    ./lint.sh -p false

  • You may wish to symlink the script as a pre-commit hook to lint your changes before committing.

    ln -s ../../lint.sh .git/hooks/pre-commit

Usage with preexisting databases

If you want to use Mathesar with a preexisting Postgres DB, modify the DATABASES.mathesar_tables entry of the config/settings.py file with appropriate connection details before installing the Mathesar types and functions by running install.py as described in the previous step.

Rebuilding the Docker images

Sometimes you may need to rebuild your Docker images after pulling new code changes or switching branches. Do so via:

docker compose -f docker-compose.yml -f docker-compose.dev.yml up dev-service --force-recreate --build dev-service

Demo mode

Mathesar can be run in "demo mode" to meet the specific needs of our live demo site.

See our Live demo mode guide for more information on enabling live demo mode locally

Opening a shell in the container

  • If you need to do some work within the container you can open a bash shell via:

    docker exec -it mathesar_service_dev bash

  • To open a PostgreSQL psql terminal for the data in Mathesar:

    docker exec -it mathesar_dev_db psql -U mathesar

Building Debian package

  • On a Debian machine, install the following dependencies

    sudo apt install debhelper-compat dh-virtualenv libsystemd-dev libpq-dev libicu-dev pkg-config lsb-release python3-dev python3 python3-setuptools python3-pip python3-venv tar

  • Setup Mathesar build environment. This step is useful only when testing locally is needed for building static files and for collecting them. We won't have a need for this step while using the build service as it will be using the source code from release assets which will contain these static files

  • Install Python and Nodejs preferably on a Linux machine

  • Run the following commands to set up the environment

    python3 -m venv ./mathesar-venv
source ./mathesar-venv/bin/activate
pip install -r requirements.txt
sudo npm install -g npm-force-resolutions
cd mathesar_ui && npm install --unsafe-perm && npm run build
cd ..
python manage.py collectstatic

  • From the mathesar directory, run the build script to generate the debian package

    cd release-scripts && source build-debian.sh

Troubleshooting

Permissions within Windows

  • Running Script in powershell is disabled by default in windows , you have to change permission to run scripts Official Docs

Fixing line endings on Windows

If you happen to clone the git repository outside of WSL, then you fix it by running these commands from within WSL.

git config --global core.autocrlf input
sudo apt-get install -y dos2unix
sudo find . -type f -exec dos2unix {} \;

These commands install the dos2unix utility, which converts text files from the DOS/Microsoft Windows format (with CRLF line endings) to the Unix/Linux format (with LF line endings). Next, the find utility is used to locate all files (-type f) in the current directory (.) and its subdirectories, and the dos2unix command is then executed on each of them (-exec dos2unix ;).

Live reloading front end code on Windows

Hot module replacement for front end code does not work when the project is present on a windows filesystem and WSL is used to run docker. Read more.

PostgreSQL server is running on your host machine

If you you see the following error after attempting to start Docker, then the port used by Postgres is already in use on your host machine.

ERROR: for db Cannot start server db: driver failed programming external connectivity on endpoint mathesar_dev_db (70c521f468cf2bd54014f089f0051ba28e2514667): Error starting userland proxy: listen tcp4 0.0.0.0:5432: bind: address already in use.

  1. First stop Postgres on your host machine.

    sudo service postgresql stop

  2. Then try starting Mathesar via Docker again.

Note that you'll need to manually start your Postgres server on your host machine again if you want to continue working on other projects which rely on that. And the next time you restart your machine, you'll probably need to stop Postgres again before you can begin working on Mathesar.

Invalid function definition SQL errors

Upon starting Mathesar, you may notice errors similar to:

mathesar_service_dev  | psycopg.errors.InvalidFunctionDefinition: cannot change name of input parameter "tab_id"
mathesar_service_dev  | HINT:  Use DROP FUNCTION msar.drop_table(oid,boolean,boolean) first.

In this case, it's probable that a function parameter name was changed in the develop branch at some point. To fix this, you must drop the msar and __msar schemas from the PostgreSQL database you're using for development using either psql or a different client. After doing this, simply stop and start Mathesar using the appropriate docker compose commands.