Add a detailed integration writing guide.

Fixes: #70.
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Tim Abbott 2016-03-31 23:23:56 -07:00
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* [Integrations](https://github.com/zulip/zulip/labels/integrations).
Integrate Zulip with another piece of software and contribute it
back to the community! Writing an integration can be a great
started project. There's some brief documentation on the best way
to write integrations at https://github.com/zulip/zulip/issues/70.
starter project. There's detailed documentation on the best way
to write integrations in [docs/integration-guide.md](docs/integration-guide.md).
* [Documentation](https://github.com/zulip/zulip/labels/documentation):
The Zulip project loves contributions of new documentation.
* [Help Wanted](https://github.com/zulip/zulip/labels/help%20wanted):

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# Integration Writing Guide
Our integrations are one of the most important parts of Zulip, so it's
important that they are all implemented to the highest standard of
quality that we can write.
Contributions to this guide are very welcome, so if you run into any
issues following these instructions or come up with any tips while
writing an integration, please open an issue or submit a pull request!
## Types of integrations
We have several different ways that we integrate with 3rd part
products, ordered here by which types we prefer to write:
1. Webhook integrations (examples: Freshdesk, GitHub), where the
third-party service supports posting content to a particular URI on
our site with data about the event. For these, you usually just need
to add a new handler in `zerver/views/webhooks.py` (plus
test/document/etc.). An example commit implementing a new webhook.
https://github.com/zulip/zulip/pull/324.
2. Python script integrations (examples: Trac, Git), where we can get
the service to call our integration (by shelling out or otherwise),
passing in the required data. Our preferred model for these is to
ship these integrations in our API tarballs (by writing the
integration in `api/integrations`).
3. Plugin integrations (examples: Jenkins, Hubot) where the user needs
to install a native-language plugin into their existing software,
which can be more work, since we may not have Zulip API bindings for
the relevant language.
## General advice for writing integrations
* Consider using our Zulip markup to make the output from your
integration especially attractive or useful (e.g. emoji, markdown
emphasis, @-mentions, or `!avatar(email)`).
* Use topics effectively to ensure sequential messages about the same
thing are threaded together; this makes for much better consumption
by users. E.g. for a bug tracker integration, put the bug number in
the topic for all messages; for an integration like Nagios, put the
service in the topic.
* Integrations that don't match a team's workflow can often be
uselessly spammy. Give careful thought to providing options for
triggering Zulip messages only for certain message types, certain
projects, or sending different messages to different streams/topics,
to make it easy for teams to configure the integration to support
their workflow.
* Sometimes it can be helpful to contact the vendor if it appears they
don't have an API or webhook we can use -- sometimes the right API
is just not properly documented.
## Writing Webhook integrations
New Zulip webhook integrations can take just a few hours to write,
including tests and documentation, if you use the right process.
Here's how we recommend doing it:
* First, use http://requestb.in/ or a similar site to capture an
example webhook payload from the service you're integrating. You
can use these captured payloads to create a set of test fixtures for
your integration under `zerver/fixtures`.
* Then write a draft webhook handler under `zerver/views/webhooks/`;
there are a lot of examples in that directory. We recommend
templating off a short one (like `travis.py`), since the longer ones
usually just have more complex parsing which can obscure what's
common to all webhook integrations.
* Then write a test for your fixture in `zerver/test_hooks.py`, and
you can iterate on the tests and webhooks handler until they work,
all without ever needing to post directly from the server you're
integrating to your Zulip development machine. To run just the
tests from the test class you wrote, you can use e.g.
```
test-backend zerver.test_hooks.PagerDutyHookTests
```
See
https://github.com/zulip/zulip/blob/master/README.dev.md#running-the-test-suite
for more details on the Zulip test runner.
* Once you've gotten your webhook working and passing a test, capture
payloads for the other common types of posts the service's webhook
will make, and add tests for them; usually this part of the process
is pretty fast. Webhook integration tests should all use fixtures
(as opposed to contacting the service), since otherwise the tests
can't run without Internet access and some sort of credentials for
the service.
* Finally, write documentation for the integration (see below)!
## Writing Python script and plugin integrations integrations
For plugin integrations, usually you will need to consult the
documentation for the third party software in order to learn how to
write the integration. But we have a few notes on how to do these:
* You should always send messages by POSTing to URLs of the form
`https://zulip.example.com/v1/messages/`, not the legacy
`/api/v1/send_message` message sending API.
* We usually build Python script integration with (at least) 2 files:
`zulip_foo_config.py`` containing the configuration for the
integration including the bots' API keys, plus a script that reads
from this configuration to actually do the work (that way, it's
possible to update the script without breaking users' configurations).
* Be sure to test your integration carefully and document how to
install it (see notes on documentation below).
* You should specify a clear HTTP User-Agent for your integration. The
user agent should at a minimum identify the integration and version
number, separated by a slash. If possible, you should collect platform
information and include that in `()`s after the version number. Some
examples of ideal UAs are:
```
ZulipDesktop/0.7.0 (Ubuntu; 14.04)
ZulipJenkins/0.1.0 (Windows; 7.2)
ZulipMobile/0.5.4 (Android; 4.2; maguro)
```
## Documenting your integration
Every Zulip integration must be documented in
`templates/zerver/integrations.html`. Usually, this involves a few
steps:
* Add an `integration-lozenge` class block in the alphabetically
correct place in the main integration list, using the logo for the
integrated software.
* Add an `integration-instructions` class block also in the
alphabetically correct place, explaining all the steps required to
setup the integration, including what URLs to use, etc. If there
are any screens in the product involved, take a few screenshots with
the input fields filled out with sample values in order to make the
instructions really easy to follow.
* Finally, generate a message sent by the integration and take a
screenshot of the message to provide an example message in the
documentation.
When writing documentation for your integration, be sure to use the
`{{ external_api_uri }}` template variable, so that your integration
documentation will provide the correct URL for whatever server it is
deployed on. If special configuration is required to set the SITE
variable, you should document that too, inside an `{% if
api_site_required %}` check.