README.dev: note that one can start from a PVE installation

[pve-common.git] / README.dev

= Setup PVE Development Environment =

0.  Read https://pve.proxmox.com/wiki/Developer_Documentation
1.  Install Debian 9 'stretch' (you can also start from a PVE installation and
    skip step 2 - 5, 7 - 11)
2.  Configure the network interface(s)
3.  Change the IP address of your hostname for proper name resolution
    in /etc/hosts
    Using 127.0.1.1 will not work, so change it to an IP address from your
    local network!

4:  Check that the Debian repositories are set properly.
    See https://wiki.debian.org/SourcesList for more information.

5.  Optional: Install openssh-server and connect via ssh to the host.

    run: apt-get update && apt-get install openssh-server
    Connect via ssh to host and switch user to root

6.  Configure 'pvetest' repository in /etc/apt/sources.list.d/:

    run: echo "deb http://download.proxmox.com/debian stretch pvetest" > /etc/apt/sources.list.d/pve-development.list

7.  Add the repository key:

    run: wget -O- "http://download.proxmox.com/debian/proxmox-ve-release-5.x.gpg" | apt-key add -

8.  run: apt-get update && apt-get dist-upgrade
9.  run: apt-get install proxmox-ve
10. run: mv /etc/apt/sources.list.d/pve-enterprise.list /etc/apt/sources.list.d/pve-enterprise.list.bak

11. You should now have a working Proxmox VE installation.
    Open a browser: https://<host_IP_address>:8006 e.g. https://10.0.0.90:8006


= Install build prerequisites for development environment =

12. run:

apt-get install build-essential git git-email debhelper \
autotools-dev autogen dh-autoreconf dkms doxygen check pkg-config \
groff quilt dpatch automake autoconf libtool lintian libdevel-cycle-perl \
libjson-perl libcommon-sense-perl liblinux-inotify2-perl libio-stringy-perl \
libstring-shellquote-perl dh-systemd rpm2cpio libsqlite3-dev sqlite3 \
libglib2.0-dev librrd-dev librrds-perl rrdcached libdigest-hmac-perl \
libxml-parser-perl gdb libcrypt-openssl-random-perl \
libcrypt-openssl-rsa-perl libnet-ldap-perl libauthen-pam-perl \
libjson-xs-perl libterm-readline-gnu-perl oathtool libmime-base32-perl \
liboath0 libpci-dev texi2html libsdl1.2-dev libgnutls28-dev \
libspice-protocol-dev xfslibs-dev libnuma-dev libaio-dev \
pve-libspice-server-dev libusbredirparser-dev glusterfs-common \
libusb-1.0-0-dev librbd-dev libpopt-dev iproute bridge-utils numactl \
glusterfs-common ceph-common python-ceph libgoogle-perftools4 \
libfile-chdir-perl lvm2 glusterfs-client liblockfile-simple-perl \
libsystemd-dev libreadline-gplv2-dev libio-multiplex-perl \
libnetfilter-log-dev libipset3 ipset socat libsasl2-dev libogg-dev \
python-pyparsing libfilesys-df-perl libcrypt-ssleay-perl \
libfile-readbackwards-perl libanyevent-perl libanyevent-http-perl \
unzip liblocale-po-perl libfile-sync-perl cstream \
lzop dtach apt-transport-https hdparm gdisk parted ttf-dejavu-core \
liblzma-dev dosfstools mtools libxen-dev libfuse-dev corosync-dev \
libcpg-dev libquorum-dev libcmap-dev libuuid-perl \
libqb-dev libapparmor-dev docbook2x libcap-dev dh-apparmor \
graphviz libseccomp-dev libglib-perl libgtk3-perl libnss3-dev libdlm-dev \
libudev-dev asciidoc-dblatex source-highlight libiscsi-dev libiscsi7 \
librsvg2-bin


= Compile PVE packages from Source =

13: Download and install git repositories as Proxmox modules:

    run: mkdir /root/proxmox && cd /root/proxmox

    run: git clone git://git.proxmox.com/git/pve-common.git

    'pve-common.git' is some kind of starting repository and needed for some
    other repositories as dependency.
    Install this to get an idea of how the installation process is working.

    See https://git.proxmox.com/ for all available repositories.

14: Most packages can be installed with 'make dinstall' command.
    run: cd pve-common && make dinstall

15: Reboot the system.
16. Learn to use the quilt patch scripts.
17. Happy coding!


= REST vs. SOAP =

We decided to change our SOAP API (1.X) and use a REST like API. The
concept is described in [1] (Resource Oriented Architecture
(ROA)). The main advantage is that we are able to remove a lot of code
(the whole SOAP stack) to reduce software complexity.

We also moved away from server side content generation. Instead we use
the ExtJS Rich Internet Application Framework
(http://www.sencha.com). 

That framework, like any other AJAX toolkit, can talk directly to the
REST API using JSON. So we were able to remove the server side
template toolkit completely.

= JSON and JSON Schema =

We use JSON as data format, because it is simple and parse-able by any
web browser.

Additionally, we use JSON Schema [2] to formally describe our API. So
we can automatically generate the whole API Documentation, and we can
verify all parameters and return values.

A great side effect was that we are able to use JSON Schema to
produce command line argument parsers automatically. In fact, the REST
API and the command line tools use the same code.

Object linkage is done using the JSON Hyper Schema (links property).

A small utility called 'pvesh' exposes the whole REST API on the command
line.

So here is a summary of the advantage:

   - easy, human readable data format (native web browser format)
   - automatic parameter verification (we can also verify return values)
   - automatic generation of API documentation
   - easy way to create command line tools (using same API).

= API Implementation (PVE::RESTHandler) =

All classes exposing methods on the API use PVE::RESTHandler as base class.

  use base qw(PVE::RESTHandler);

To expose methods, one needs to call register_method():

  __PACKAGE__->register_method ($schema);

Where $schema is a PVE method schema as described in
PVE::JSONSchema. It includes a description of parameters and return
values, and a reference to the actual code

__PACKAGE__->register_method ({
    name => 'echo', 
    path => 'echo', 
    method => 'GET',
    description => "simple return value of parameter 'text'",
    parameters => {
	additionalProperties => 0,
	properties => {
	    text => {
	    	 type => 'string',
	    }	  
	},
    },
    returns => {
	type => 'string',
    },
    code => sub {
	my ($param) = @_;

	return $param->{text};
    }
});

The 'name' property is only used if you want to call the method
directly from Perl. You can do that using:

  print __PACKAGE__->echo({ text => "a test" });

We use Perl's AUTOLOAD feature to implement this. Note: You need to
pass parameters a HASH reference.

There is a special helper method called cli_handler(). This is used by
the CLIHandler Class for command line tools, where you want to pass
arguments as array of strings. This uses Getopt::Long to parse parameters.

There is a second way to map names to methods - using the 'path'
property.  And you can register subclasses. That way you can set up a
filesystem like hierarchy to access methods. 

Here is an example:
----------------------------
package C1;

__PACKAGE__->register_method ({
    subclass => "C2",  
    path => 'sub2',
});


__PACKAGE__->register_method ({
    name => 'list1',    
    path => 'index',
    method => 'GET',
    ...
});

package C2;

__PACKAGE__->register_method ({
    name => 'list2',    
    path => 'index',
    method => 'GET',
    ...
});
-------------------------------

The utily method find_handler (in PVE::RESTHandler) can be use to do
'path' related method lookups.

C1->find_handler('GET', "/index")      => C1::list1
C1->find_handler('GET', "/sub2/index") => C2::list2

The HTTP server use the URL (a path) to find the corresponding method. 


= References =

[1] RESTful Web Services
Web services for the real world

By
    Leonard Richardson, Sam Ruby
Publisher:
    O'Reilly Media
Released:
    May 2007 

[2] JSON Schema links: http://json-schema.org/