# Writing a new application feature The changes needed to add a new feature will vary, of course, but this document provides a general outline of what you may need to do, as well as an example of the specific steps needed to add a new feature: adding a new option to the application that is dynamically synced through the data system in real-time to all browsers the user may have open. As you read this, you may find you need to learn about Zulip's real-time push system; the [real-time push and events](../subsystems/events-system.md) documentation has a detailed explanation of how everything works. You may also find it beneficial to read Zulip's [architectural overview](../overview/architecture-overview.md). Zulip is a web application built using the [Django framework](https://www.djangoproject.com/), and some of the processes listed in this tutorial, such as database migrations and tests, use Django's tooling. Zulip's [directory structure](../overview/directory-structure.md) will also be helpful to review when creating a new feature. Many aspects of the structure will be familiar to Django developers. Visit [Django's documentation](https://docs.djangoproject.com/en/2.2/#index-first-steps) for more information about how Django projects are typically organized. And finally, the [message sending](../subsystems/sending-messages.md) documentation on the additional complexity involved in sending messages. ## General process ### Files impacted This tutorial will walk through adding a new feature to a Realm (an organization in Zulip). The following files are involved in the process: **Backend** - `zerver/models.py`: Defines the database model. - `zerver/views/realm.py`: The view function that implements the API endpoint for editing realm objects. - `zerver/lib/actions.py`: Contains code for updating and interacting with the database. - `zerver/lib/events.py`: Ensures that the state Zulip sends to clients is always consistent and correct. **Frontend** - `static/templates/settings/organization_permissions_admin.hbs`: defines the structure of the admin permissions page (checkboxes for each organization permission setting). - `static/js/settings_org.js`: handles organization setting form submission. - `static/js/server_events_dispatch.js`: handles events coming from the server (ex: pushing an organization change to other open browsers and updating the application's state). **Backend testing** - `zerver/tests/test_realm.py`: end-to-end API tests for updating realm settings. - `zerver/tests/test_events.py`: tests for possible race bugs in the zerver/lib/events.py implementation. **Frontend testing** - `frontend_tests/puppeteer_tests/admin.ts`: end-to-end tests for the organization admin settings pages. - `frontend_tests/node_tests/dispatch.js` ### Adding a field to the database **Update the model:** The server accesses the underlying database in `zerver/models.py`. Add a new field in the appropriate class. **Create and run the migration:** To create and apply a migration, run the following commands: ``` ./manage.py makemigrations ./manage.py migrate ``` You can read our [database migration documentation](../subsystems/schema-migrations.md) to learn more about creating and applying database migrations. **Test your changes:** Once you've run the migration, flush memcached on your development server (`./scripts/setup/flush-memcached`) and then [restart the development server]( ../development/remote.html?highlight=tools%2Frun-dev.py#running-the-development-server) to avoid interacting with cached objects. ### Backend changes We have a framework that automatically handles many of the steps for the most common types of UserProfile and Realm settings. We refer to this as the `property_types` framework. However, it is valuable to understand the flow of events even if the `property_types` framework means you don't have to write much code for a new setting. **Database interaction:** Add any necessary code for updating and interacting with the database in `zerver/lib/actions.py`. It should update the database and send an event announcing the change. **Application state:** Modify the `fetch_initial_state_data` and `apply_event` functions in `zerver/lib/events.py` to update the state based on the event you just created. **Backend implementation:** Make any other modifications to the backend required for your feature to do what it's supposed to do (this will be unique to the feature you're implementing). **New views:** Add any new application views to `zproject/urls.py`, or update the appropriate existing view in `zerver/views/`. This includes both views that serve HTML (new pages on Zulip) as well as new API endpoints that serve JSON-formatted data. **Testing:** At the very least, add a test of your event data flowing through the system in `test_events.py` and an API test (e.g. for a Realm setting, in `test_realm.py`). ### Frontend changes **JavaScript/TypeScript:** Zulip's JavaScript and TypeScript sources are located in the directory `static/js/`. The exact files you may need to change depend on your feature. If you've added a new event that is sent to clients, be sure to add a handler for it in `static/js/server_events_dispatch.js`. **CSS:** The primary CSS file is `static/styles/zulip.css`. If your new feature requires UI changes, you may need to add additional CSS to this file. **Templates:** The initial page structure is rendered via Jinja2 templates located in `templates/zerver/app`. For JavaScript, Zulip uses Handlebars templates located in `static/templates`. Templates are precompiled as part of the build/deploy process. Zulip is fully internationalized, so when writing both HTML templates or JavaScript/TypeScript code that generates user-facing strings, be sure to [tag those strings for translation](../translating/translating.md). **Testing:** There are two types of frontend tests: node-based unit tests and blackbox end-to-end tests. The blackbox tests are run in a headless Chromium browser using Puppeteer and are located in `frontend_tests/puppeteer_tests/`. The unit tests use Node's `assert` module are located in `frontend_tests/node_tests/`. For more information on writing and running tests, see the [testing documentation](../testing/testing.md). ### Documentation changes After implementing the new feature, you should document it and update any existing documentation that might be relevant to the new feature. For more information on the kinds of documentation Zulip has, see [Documentation](../documentation/overview.md). ## Example feature This example describes the process of adding a new setting to Zulip: a flag that allows an admin to require topics on stream messages (the default behavior is that topics can have no subject). This flag is an actual Zulip feature. You can review [the original commit]( https://github.com/zulip/zulip/pull/5660/commits/aeeb81d3ff0e0cc201e891cec07e1d2cd0a2060d) in the Zulip repo. (This commit displays the work of setting up a checkbox for the feature on the admin settings page, communicating and saving updates to the setting to the database, and updating the state of the application after the setting is updated. For the code that accomplishes the underlying task of requiring messages to have a topic, you can [view this commit]( https://github.com/zulip/zulip/commit/90e2f5053f5958b44ea9b2362cadcb076deaa975).) ### Update the model First, update the database and model to store the new setting. Add a new boolean field, `mandatory_topics`, to the Realm model in `zerver/models.py`. ``` diff # zerver/models.py class Realm(models.Model): # ... emails_restricted_to_domains: bool = models.BooleanField(default=True) invite_required: bool = models.BooleanField(default=False) + mandatory_topics: bool = models.BooleanField(default=False) ``` The Realm model also contains an attribute, `property_types`, which other backend functions use to handle most realm settings without any custom code for the setting (more on this process below). The attribute is a dictionary, where the key is the name of the realm field and the value is the field's type. Add the new field to the `property_types` dictionary. ``` diff # zerver/models.py class Realm(models.Model) # ... # Define the types of the various automatically managed properties property_types = dict( add_custom_emoji_policy=int, allow_edit_history=bool, # ... + mandatory_topics=bool, # ... ``` **The majority of realm settings can be included in `property_types`.** However, there are some properties that need custom logic and thus cannot use this framework. For example: * The realm `authentication_methods` attribute is a bitfield and needs additional code for validation and updating. * The `allow_message_editing` and `message_content_edit_limit_seconds` fields depend on one another, so they are also handled separately and not included in `property_types`. When creating a realm property that is not a boolean, Text or integer field, or when adding a field that is dependent on other fields, do not add the field to the `property_types` dictionary. The steps below will point out where to write additional code for these cases. ### Create the migration Create the migration file using the Django `makemigrations` command: `./manage.py makemigrations`. Make sure to commit the generated file to git: `git add zerver/migrations/NNNN_realm_mandatory_topics.py` (NNNN is a number that is equal to the number of migrations.) If you run into problems, the [Django migration documentation](https://docs.djangoproject.com/en/1.8/topics/migrations/) is helpful. ### Test your migration changes Apply the migration using Django's `migrate` command: `./manage.py migrate`. Output: ``` shell $ ./manage.py migrate Operations to perform: Synchronize unmigrated apps: staticfiles, analytics, pipeline Apply all migrations: zilencer, confirmation, sessions, guardian, zerver, sites, auth, contenttypes Synchronizing apps without migrations: Creating tables... Running deferred SQL... Installing custom SQL... Running migrations: Rendering model states... DONE Applying zerver.NNNN_realm_mandatory_topics... OK ``` Once you've run the migration, restart memcached on your development server (`/etc/init.d/memcached restart`) and then [restart the development server]( ../development/remote.html?highlight=tools%2Frun-dev.py#running-the-development-server) to avoid interacting with cached objects. ### Handle database interactions Next, we will implement the backend part of this feature. Like typical apps, we will need our backend to update the database and send some response to the client that made the request. Beyond that, we need to orchestrate notifications about the setting change to *other* clients (or other users, if you will). Clients find out about settings through two closely related code paths. When a client first contacts the server, the server sends the client its initial state. Subsequently, clients subscribe to "events," which can (among other things) indicate that settings have changed. For the backend piece, we will need our action to make a call to `send_event` to send the event to clients that are active. We will also need to modify `fetch_initial_state_data` so that the new field is passed to clients. See [our event system docs](../subsystems/events-system.md) for all the gory details. Anyway, getting back to implementation details... If you are working on a feature that is in the realm `property_types` dictionary, you will not need to add code to `zerver/lib/actions.py`, but we will describe what the process in that file does: In `zerver/lib/actions.py`, the function `do_set_realm_property` takes in the name of a realm property to update and the value it should have. This function updates the database and triggers an event to notify clients about the change. It uses the field's type, specified in the `Realm.property_types` dictionary, to validate the type of the value before updating the property; this is primarily an assertion to help catch coding mistakes, not to check for bad user input. After updating the given realm field, `do_set_realm_property` creates an 'update' event with the name of the property and the new value. It then calls `send_event`, passing the event and the list of users whose browser sessions should be notified as the second argument. The latter argument can be a single user (if the setting is a personal one, like time display format), members in a particular stream only or all active users in a realm. # zerver/lib/actions.py def do_set_realm_property( realm: Realm, name: str, value: Any, *, acting_user: Optional[UserProfile] ) -> None: """Takes in a realm object, the name of an attribute to update, the value to update and and the user who initiated the update. """ property_type = Realm.property_types[name] assert isinstance(value, property_type), ( 'Cannot update %s: %s is not an instance of %s' % ( name, value, property_type,)) setattr(realm, name, value) realm.save(update_fields=[name]) event = dict( type='realm', op='update', property=name, value=value, ) send_event(realm, event, active_user_ids(realm)) If the new realm property being added does not fit into the `property_types` framework (such as the `authentication_methods` field), you'll need to create a new function to explicitly update this field and send an event. For example: # zerver/lib/actions.py def do_set_realm_authentication_methods( realm: Realm, authentication_methods: Dict[str, bool], *, acting_user: Optional[UserProfile] ) -> None: for key, value in list(authentication_methods.items()): index = getattr(realm.authentication_methods, key).number realm.authentication_methods.set_bit(index, int(value)) realm.save(update_fields=['authentication_methods']) event = dict( type="realm", op="update_dict", property='default', data=dict(authentication_methods=realm.authentication_methods_dict()) ) send_event(realm, event, active_user_ids(realm)) ### Update application state `zerver/lib/events.py` contains code to ensure that your new setting is included in the data sent down to clients: both when a new client is loaded and when changes happen. This file also automatically handles realm settings in the `property_types` dictionary, so you would not need to change this file if your setting fits that framework. The `fetch_initial_state_data` function is responsible for sending data when a client is loaded (data added to the `state` here will be available both in `page_params` in the browser, as well as to API clients like the mobile apps). The `apply_event` function in `zerver/lib/events.py` is important for making sure the `state` is always correct, even in the event of rare race conditions. # zerver/lib/events.py def fetch_initial_state_data(user_profile, event_types, queue_id, include_subscribers=True): # ... if want('realm'): for property_name in Realm.property_types: state['realm_' + property_name] = getattr(user_profile.realm, property_name) state['realm_authentication_methods'] = user_profile.realm.authentication_methods_dict() state['realm_allow_message_editing'] = user_profile.realm.allow_message_editing # ... def apply_event user_profile: UserProfile, # ... ) -> None: for event in events: # ... elif event['type'] == 'realm': field = 'realm_' + event['property'] state[field] = event['value'] # ... If your new realm property fits the `property_types` framework, you don't need to change `fetch_initial_state_data` or `apply_event`. However, if you are adding a property that is handled separately, you will need to explicitly add the property to the `state` dictionary in the `fetch_initial_state_data` function. E.g., for `authentication_methods`: # zerver/lib/events.py def fetch_initial_state_data(user_profile, event_types, queue_id, include_subscribers=True): # ... if want('realm'): # ... state['realm_authentication_methods'] = user_profile.realm.authentication_methods_dict() # ... For this setting, one won't need to change `apply_event` since its default code for `realm` event types handles this case correctly, but for a totally new type of feature, a few lines in that function may be needed. ### Add a new view You will need to add a view for clients to access that will call the `actions.py` code to update the database. This example feature adds a new parameter that will be sent to clients when the application loads and should be accessible via JavaScript. There is already a view that does this for related flags: `update_realm` in `zerver/views/realm.py`. So in this case, we can add our code to the existing view instead of creating a new one. You'll need to add a parameter for the new field to the `update_realm` function in `zerver/views/realm.py` (and add the appropriate mypy type annotation). ``` diff # zerver/views/realm.py def update_realm( request: HttpRequest, user_profile: UserProfile, name: Optional[str] = REQ(str_validator=check_string, default=None), # ... + mandatory_topics: Optional[bool] = REQ(json_validator=check_bool, default=None), # ... ): # ... ``` If this feature fits the `property_types` framework and does not require additional validation, this is the only change to make to `zerver/views/realm.py`. Text fields or other realm properties that need additional validation can be handled at the beginning of `update_realm`. # zerver/views/realm.py # Additional validation/error checking beyond types go here, so # the entire request can succeed or fail atomically. if default_language is not None and default_language not in get_available_language_codes(): raise JsonableError(_("Invalid language '%s'" % (default_language,))) if description is not None and len(description) > 100: raise JsonableError(_("Realm description cannot exceed 100 characters.")) # ... The code in `update_realm` loops through the `property_types` dictionary and calls `do_set_realm_property` on any property to be updated from the request. If the new feature is not in `property_types`, you will need to write code to call the function you wrote in `actions.py` that updates the database with the new value. E.g., for `authentication_methods`, we created `do_set_realm_authentication_methods`, which we will call here: # zerver/views/realm.py # import do_set_realm_authentication_methods from actions.py from zerver.lib.actions import ( do_set_realm_message_editing, do_set_realm_authentication_methods, # ... ) # ... # ... if authentication_methods is not None and realm.authentication_methods_dict() != authentication_methods: do_set_realm_authentication_methods(realm, authentication_methods, acting_user=user_profile) data['authentication_methods'] = authentication_methods # ... This completes the backend implementation. A great next step is to write automated backend tests for your new feature. ### Backend tests To test the new setting syncs correctly with the `property_types` framework, one usually just needs to add a line in each of `test_events.py` and `test_realm.py` with a list of values to switch between in the test. In the case of a boolean field, no action is required, because those tests will correctly assume that the only values to test are `True` and `False`. In `test_events.py`, the function that runs tests for the `property_types` framework is `do_set_realm_property_test`, and in `test_realm.py`, it is `do_test_realm_update_api`. One still needs to add a test for whether the setting actually controls the feature it is supposed to control, however (e.g. for this example feature, whether sending a message without a topic fails with the setting enabled). Visit Zulip's [Django testing](../testing/testing-with-django.md) documentation to learn more about the backend testing framework. ### Update the frontend After completing the process of adding a new feature on the backend, you should make the required frontend changes: in this case, a checkbox needs to be added to the admin page (and its value added to the data sent back to server when a realm is updated) and the change event needs to be handled on the client. To add the checkbox to the admin page, modify the relevant template in `static/templates/settings/`, which can be `organization_permissions_admin.hbs` or `organization_settings_admin.hbs` (omitted here since it is relatively straightforward). If you're adding a non-checkbox field, you'll need to specify the type of the field via the `data-setting-widget-type` attribute in the HTML template. Then add the new form control in `static/js/admin.js`. ``` diff // static/js/admin.js function _setup_page() { var options = { realm_name: page_params.realm_name, realm_description: page_params.realm_description, realm_emails_restricted_to_domains: page_params.realm_emails_restricted_to_domains, realm_invite_required: page_params.realm_invite_required, // ... + realm_mandatory_topics: page_params.mandatory_topics, // ... ``` The JavaScript code for organization settings and permissions can be found in `static/js/settings_org.js`. In frontend, we have split the `property_types` into three objects: - `org_profile`: This contains properties for the "organization profile" settings page. - `org_settings`: This contains properties for the "organization settings" page. Settings belonging to this section generally decide what features should be available to a user like deleting a message, message edit history etc. Our `mandatory_topics` feature belongs in this section. - `org_permissions`: This contains properties for the "organization permissions" section. These properties control security controls like who can join the organization and whether normal users can create streams or upload custom emoji. Once you've determined whether the new setting belongs, the next step is to find the right subsection of that page to put the setting in. For example in this case of `mandatory_topics` it will lie in "Other settings" (`other_settings`) subsection. *If you're not sure in which section your feature belongs, it's better to discuss it in the [community](https://chat.zulip.org/) before implementing it.* Note that some settings, like `realm_msg_edit_limit_setting`, require special treatment, because they don't match the common pattern. We can't extract the property name and compare the value of such input elements with those in `page_params`, so we have to manually handle such situations in a couple key functions: - `settings_org.get_property_value`: This processes the property name when it doesn't match a corresponding key in `page_params`, and returns the current value of that property, which we can use to compare and set the values of corresponding DOM element. - `settings_org.update_dependent_subsettings`: This handles settings whose value and state depend on other elements. For example, `realm_waiting_period_threshold` is only shown for with the right state of `realm_waiting_period_setting`. Finally, update `server_events_dispatch.js` to handle related events coming from the server. There is an object, `realm_settings`, in the function `dispatch_normal_event`. The keys in this object are setting names and the values are the UI updating functions to run when an event has occurred. If there is no relevant UI change to make other than in settings page itself, the value should be `noop` (this is the case for `mandatory_topics`, since this setting only has an effect on the backend, so no UI updates are required.). However, if you had written a function to update the UI after a given setting has changed, your function should be referenced in the `realm_settings` of `server_events_dispatch.js`. See for example `settings_emoji.update_custom_emoji_ui`. ``` diff // static/js/server_events_dispatch.js function dispatch_normal_event(event) { switch (event.type) { // ... case 'realm': var realm_settings = { add_custom_emoji_policy: settings_emoji.update_custom_emoji_ui, allow_edit_history: noop, // ... + mandatory_topics: noop, // ... }; ``` Checkboxes and other common input elements handle the UI updates automatically through the logic in `settings_org.sync_realm_settings`. The rest of the `dispatch_normal_events` function updates the state of the application if an update event has occurred on a realm property and runs the associated function to update the application's UI, if necessary. Here are few important cases you should consider when testing your changes: - For organization settings where we have a "save/discard" model, make sure both the "Save" and "Discard changes" buttons are working properly. - If your setting is dependent on another setting, carefully check that both are properly synchronized. For example, the input element for `realm_waiting_period_threshold` is shown only when we have selected the custom time limit option in the `realm_waiting_period_setting` dropdown. - Do some manual testing for the real-time synchronization of input elements across the browsers and just like "Discard changes" button, check whether dependent settings are synchronized properly (this is easy to do by opening two browser windows to the settings page, and making changes in one while watching the other). - Each subsection has independent "Save" and "Discard changes" buttons, so changes and saving in one subsection shouldn't affect the others. ### Frontend tests A great next step is to write frontend tests. There are two types of frontend tests: [node-based unit tests](../testing/testing-with-node.md) and [Puppeteer end-to-end tests](../testing/testing-with-puppeteer.md). At the minimum, if you created a new function to update UI in `settings_org.js`, you will need to mock that function in `frontend_tests/node_tests/dispatch.js`. Add the name of the UI function you created to the following object with `noop` as the value: # frontend_tests/node_tests/dispatch.js set_global('settings_org', { update_email_change_display: noop, update_name_change_display: noop, }); Beyond that, you should add any applicable tests that verify the behavior of the setting you just created. ### Update documentation After you add a new view, you should document your feature. This feature adds new functionality that requires messages to have topics if the setting is enabled. A recommended way to document this feature would be to update and/or augment [Zulip's user documentation](https://zulip.com/help/) to reflect your changes and additions. At the very least, this will involve adding (or modifying) a Markdown file documenting the feature to `templates/zerver/help/` in the main Zulip server repository, where the source for Zulip's user documentation is stored. For information on writing user documentation, see [Zulip's general user guide documentation](../documentation/user.md).