Developing Salt

There is a great need for contributions to salt and patches are welcome! The goal here is to make contributions clear, make sure there is a trail for where the code has come from, and most importantly, to give credit where credit is due!

There are a number of ways to contribute to salt development.

Sending a Github pull request

This is the preferred method for contributions. Simply create a Github fork, commit changes to the fork, and then open up a pull request.

The following is an example (from Open Comparison Contributing Docs ) of an efficient workflow for forking, cloning, branching, committing, and sending a pull request for a github repository.

First, make a local clone of your github fork of the salt github repo and make edits and changes locally.

Then, create a new branch on your clone by entering the following commands:

git checkout -b fixed-broken-thing

Switched to a new branch 'fixed-broken-thing'

Choose a name for your branch that describes its purpose.

Now commit your changes to this new branch with the following command:

#add and commit all changes at once
git commit -a -m 'description of my fixes for the broken thing'

And then push your locally committed changes back up to GitHub:

git push --set-upstream origin fixed-broken-thing

Now go look at your fork of the salt repo on the GitHub website. The new branch will now be listed under the "Source" tab where it says "Switch Branches". Select the new branch from this list, and then click the "Pull request" button.

Put in a descriptive comment, and include links to any project issues related to the pull request.

The repo managers will be notified of your pull request and it will be reviewed. If a reviewer asks for changes, just make the changes locally in the same local feature branch, push them to GitHub, then add a comment to the discussion section of the pull request.

Note

Travis-CI

To make reviewing pull requests easier for the maintainers, please enable Travis-CI on the fork. Salt is already configured, so simply follow the first 2 steps on the Travis-CI Getting Started Doc.

Keeping Salt Forks in Sync

Salt is advancing quickly. It is therefore critical to pull upstream changes from master into forks on a regular basis. Nothing is worse than putting in a days of hard work into a pull request only to have it rejected because it has diverged too far from master.

To pull in upstream changes:

# For ssh github
git remote add upstream [email protected]:saltstack/salt.git
git fetch upstream

# For https github
git remote add upstream https://github.com/saltstack/salt.git
git fetch upstream

To check the log to be sure that you actually want the changes, run this before merging:

git log upstream/develop

Then to accept the changes and merge into the current branch:

git merge upstream/develop

For more info, see Github Fork a Repo Guide or Open Comparison Contributing Docs

Posting patches to the mailing list

Patches will also be accepted by email. Format patches using git format-patch and send them to the Salt users mailing list. The contributor will then get credit for the patch, and the Salt community will have an archive of the patch and a place for discussion.

Installing Salt for development

Clone the repository using:

git clone https://github.com/saltstack/salt

Note

tags

Just cloning the repository is enough to work with Salt and make contributions. However, fetching additional tags from git is required to have Salt report the correct version for itself. To do this, first add the git repository as an upstream source:

git remote add upstream http://github.com/saltstack/salt

Fetching tags is done with the git 'fetch' utility:

git fetch --tags upstream

Create a new virtualenv:

virtualenv /path/to/your/virtualenv

On Arch Linux, where Python 3 is the default installation of Python, use the virtualenv2 command instead of virtualenv.

Note

Using system Python modules in the virtualenv

To use already-installed python modules in virtualenv (instead of having pip download and compile new ones), run virtualenv --system-site-packages Using this method eliminates the requirement to install the salt dependencies again, although it does assume that the listed modules are all installed in the system PYTHONPATH at the time of virtualenv creation.

Activate the virtualenv:

source /path/to/your/virtualenv/bin/activate

Install Salt (and dependencies) into the virtualenv:

pip install M2Crypto    # Don't install on Debian/Ubuntu (see below)
pip install pyzmq PyYAML pycrypto msgpack-python jinja2 psutil
pip install -e ./salt   # the path to the salt git clone from above

Note

Installing M2Crypto

swig and libssl-dev are required to build M2Crypto. To fix the error command 'swig' failed with exit status 1 while installing M2Crypto, try installing it with the following command:

env SWIG_FEATURES="-cpperraswarn -includeall -D__`uname -m`__ -I/usr/include/openssl" pip install M2Crypto

Debian and Ubuntu systems have modified openssl libraries and mandate that a patched version of M2Crypto be installed. This means that M2Crypto needs to be installed via apt:

apt-get install python-m2crypto

This also means that pulling in the M2Crypto installed using apt requires using --system-site-packages when creating the virtualenv.

Note

Installing psutil

Python header files are required to build this module, otherwise the pip install will fail. If your distribution separates binaries and headers into separate packages, make sure that you have the headers installed. In most Linux distributions which split the headers into their own package, this can be done by installing the python-dev or python-devel package. For other platforms, the package will likely be similarly named.

Note

Important note for those developing using RedHat variants

For developers using a RedHat variant, be advised that the package provider for newer Redhat-based systems (yumpkg.py) relies on RedHat's python interface for yum. The variants that use this module to provide package support include the following:

Developers using one of these systems should create the salt virtualenv using the --system-site-packages option to ensure that the correct modules are available.

Note

Installing dependencies on OS X.

You can install needed dependencies on OS X using homebrew or macports. See OS X Installation

Running a self-contained development version

During development it is easiest to be able to run the Salt master and minion that are installed in the virtualenv you created above, and also to have all the configuration, log, and cache files contained in the virtualenv as well.

Copy the master and minion config files into your virtualenv:

mkdir -p /path/to/your/virtualenv/etc/salt
cp ./salt/conf/master /path/to/your/virtualenv/etc/salt/master
cp ./salt/conf/minion /path/to/your/virtualenv/etc/salt/minion

Edit the master config file:

  1. Uncomment and change the user: root value to your own user.
  2. Uncomment and change the root_dir: / value to point to /path/to/your/virtualenv.
  3. If you are running version 0.11.1 or older, uncomment and change the pidfile: /var/run/salt-master.pid value to point to /path/to/your/virtualenv/salt-master.pid.
  4. If you are also running a non-development version of Salt you will have to change the publish_port and ret_port values as well.

Edit the minion config file:

  1. Repeat the edits you made in the master config for the user and root_dir values as well as any port changes.
  2. If you are running version 0.11.1 or older, uncomment and change the pidfile: /var/run/salt-minion.pid value to point to /path/to/your/virtualenv/salt-minion.pid.
  3. Uncomment and change the master: salt value to point at localhost.
  4. Uncomment and change the id: value to something descriptive like "saltdev". This isn't strictly necessary but it will serve as a reminder of which Salt installation you are working with.

Note

Using salt-call with a Standalone Minion

If you plan to run salt-call with this self-contained development environment in a masterless setup, you should invoke salt-call with -c /path/to/your/virtualenv/etc/salt so that salt can find the minion config file. Without the -c option, Salt finds its config files in /etc/salt.

Start the master and minion, accept the minion's key, and verify your local Salt installation is working:

cd /path/to/your/virtualenv
salt-master -c ./etc/salt -d
salt-minion -c ./etc/salt -d
salt-key -c ./etc/salt -L
salt-key -c ./etc/salt -A
salt -c ./etc/salt '*' test.ping

Running the master and minion in debug mode can be helpful when developing. To do this, add -l debug to the calls to salt-master and salt-minion. If you would like to log to the console instead of to the log file, remove the -d.

Once the minion starts, you may see an error like the following:

zmq.core.error.ZMQError: ipc path "/path/to/your/virtualenv/var/run/salt/minion/minion_event_7824dcbcfd7a8f6755939af70b96249f_pub.ipc" is longer than 107 characters (sizeof(sockaddr_un.sun_path)).

This means the the path to the socket the minion is using is too long. This is a system limitation, so the only workaround is to reduce the length of this path. This can be done in a couple different ways:

  1. Create your virtualenv in a path that is short enough.
  2. Edit the sock_dir minion config variable and reduce its length. Remember that this path is relative to the value you set in root_dir.

NOTE: The socket path is limited to 107 characters on Solaris and Linux, and 103 characters on BSD-based systems.

Note

File descriptor limits

Ensure that the system open file limit is raised to at least 2047:

# check your current limit
ulimit -n

# raise the limit. persists only until reboot
# use 'limit descriptors 2047' for c-shell
ulimit -n 2047

To set file descriptors on OSX, refer to the OS X Installation instructions.

Using easy_install to Install Salt

If you are installing using easy_install, you will need to define a USE_SETUPTOOLS environment variable, otherwise dependencies will not be installed.

$ USE_SETUPTOOLS=1 easy_install salt

Running the tests

You will need mock to run the tests:

pip install mock

If you are on Python < 2.7 then you will also need unittest2:

pip install unittest2

Finally you use setup.py to run the tests with the following command:

./setup.py test

For greater control while running the tests, please try:

./tests/runtests.py -h

Editing and previewing the documention

You need sphinx-build command to build the docs. In Debian/Ubuntu this is provided in the python-sphinx package. You can also install this directly to your virtual environment using pip:

pip install Sphinx

Change to salt documention directory, then:

cd doc; make html
  • The docs then are built in the docs/_build/html/ folder. If you make changes and want to see the results, make html again.

  • The docs use reStructuredText for markup. See a live demo at http://rst.ninjs.org/.

  • The help information on each module or state is culled from the python code that runs for that piece. Find them in salt/modules/ or salt/states/.

  • If you are developing using Arch Linux (or any other distribution for which Python 3 is the default Python installation), then sphinx-build may be named sphinx-build2 instead. If this is the case, then you will need to run the following make command:

    make SPHINXBUILD=sphinx-build2 html