Edit File: tutorial.rst
======== Tutorial ======== `Alembic <http://bitbucket.org/zzzeek/alembic>`_ provides for the creation, management, and invocation of *change management* scripts for a relational database, using `SQLAlchemy <http://www.sqlalchemy.org>`_ as the underlying engine. This tutorial will provide a full introduction to the theory and usage of this tool. To begin, make sure Alembic is installed as described at :ref:`installation`. The Migration Environment ========================== Usage of Alembic starts with creation of the *Migration Environment*. This is a directory of scripts that is specific to a particular application. The migration environment is created just once, and is then maintained along with the application's source code itself. The environment is created using the ``init`` command of Alembic, and is then customizable to suit the specific needs of the application. The structure of this environment, including some generated migration scripts, looks like:: yourproject/ alembic/ env.py README script.py.mako versions/ 3512b954651e_add_account.py 2b1ae634e5cd_add_order_id.py 3adcc9a56557_rename_username_field.py The directory includes these directories/files: * ``yourproject`` - this is the root of your application's source code, or some directory within it. * ``alembic`` - this directory lives within your application's source tree and is the home of the migration environment. It can be named anything, and a project that uses multiple databases may even have more than one. * ``env.py`` - This is a Python script that is run whenever the alembic migration tool is invoked. At the very least, it contains instructions to configure and generate a SQLAlchemy engine, procure a connection from that engine along with a transaction, and to then invoke the migration engine, using the connection as a source of database connectivity. The ``env.py`` script is part of the generated environment so that the way migrations run is entirely customizable. The exact specifics of how to connect are here, as well as the specifics of how the migration enviroment are invoked. The script can be modified so that multiple engines can be operated upon, custom arguments can be passed into the migration environment, application-specific libraries and models can be loaded in and made available. Alembic includes a set of initialization templates which feature different varieties of ``env.py`` for different use cases. * ``README`` - included with the various enviromnent templates, should have something informative. * ``script.py.mako`` - This is a `Mako <http://www.makotemplates.org>`_ template file which is used to generate new migration scripts. Whatever is here is used to generate new files within ``versions/``. This is scriptable so that the structure of each migration file can be controlled, including standard imports to be within each, as well as changes to the structure of the ``upgrade()`` and ``downgrade()`` functions. For example, the ``multidb`` environment allows for multiple functions to be generated using a naming scheme ``upgrade_engine1()``, ``upgrade_engine2()``. * ``versions/`` - This directory holds the individual version scripts. Users of other migration tools may notice that the files here don't use ascending integers, and instead use a partial GUID approach. In Alembic, the ordering of version scripts is relative to directives within the scripts themselves, and it is theoretically possible to "splice" version files in between others, allowing migration sequences from different branches to be merged, albeit carefully by hand. Creating an Environment ======================= With a basic understanding of what the environment is, we can create one using ``alembic init``. This will create an environment using the "generic" template:: $ cd yourproject $ alembic init alembic Where above, the ``init`` command was called to generate a migrations directory called ``alembic``:: Creating directory /path/to/yourproject/alembic...done Creating directory /path/to/yourproject/alembic/versions...done Generating /path/to/yourproject/alembic.ini...done Generating /path/to/yourproject/alembic/env.py...done Generating /path/to/yourproject/alembic/README...done Generating /path/to/yourproject/alembic/script.py.mako...done Please edit configuration/connection/logging settings in '/path/to/yourproject/alembic.ini' before proceeding. Alembic also includes other environment templates. These can be listed out using the ``list_templates`` command:: $ alembic list_templates Available templates: generic - Generic single-database configuration. multidb - Rudimentary multi-database configuration. pylons - Configuration that reads from a Pylons project environment. Templates are used via the 'init' command, e.g.: alembic init --template pylons ./scripts Editing the .ini File ===================== Alembic placed a file ``alembic.ini`` into the current directory. This is a file that the ``alembic`` script looks for when invoked. This file can be anywhere, either in the same directory from which the ``alembic`` script will normally be invoked, or if in a different directory, can be specified by using the ``--config`` option to the ``alembic`` runner. The file generated with the "generic" configuration looks like:: # A generic, single database configuration. [alembic] # path to migration scripts script_location = alembic # template used to generate migration files # file_template = %%(rev)s_%%(slug)s # max length of characters to apply to the # "slug" field #truncate_slug_length = 40 # set to 'true' to run the environment during # the 'revision' command, regardless of autogenerate # revision_environment = false # set to 'true' to allow .pyc and .pyo files without # a source .py file to be detected as revisions in the # versions/ directory # sourceless = false # version location specification; this defaults # to alembic/versions. When using multiple version # directories, initial revisions must be specified with --version-path # version_locations = %(here)s/bar %(here)s/bat alembic/versions # the output encoding used when revision files # are written from script.py.mako # output_encoding = utf-8 sqlalchemy.url = driver://user:pass@localhost/dbname # Logging configuration [loggers] keys = root,sqlalchemy,alembic [handlers] keys = console [formatters] keys = generic [logger_root] level = WARN handlers = console qualname = [logger_sqlalchemy] level = WARN handlers = qualname = sqlalchemy.engine [logger_alembic] level = INFO handlers = qualname = alembic [handler_console] class = StreamHandler args = (sys.stderr,) level = NOTSET formatter = generic [formatter_generic] format = %(levelname)-5.5s [%(name)s] %(message)s datefmt = %H:%M:%S The file is read using Python's :class:`ConfigParser.SafeConfigParser` object. The ``%(here)s`` variable is provided as a substitution variable, which can be used to produce absolute pathnames to directories and files, as we do above with the path to the Alembic script location. This file contains the following features: * ``[alembic]`` - this is the section read by Alembic to determine configuration. Alembic itself does not directly read any other areas of the file. * ``script_location`` - this is the location of the Alembic environment. It is normally specified as a filesystem location, either relative or absolute. If the location is a relative path, it's interpreted as relative to the current directory. This is the only key required by Alembic in all cases. The generation of the .ini file by the command ``alembic init alembic`` automatically placed the directory name ``alembic`` here. The special variable ``%(here)s`` can also be used, as in ``%(here)s/alembic``. For support of applications that package themselves into .egg files, the value can also be specified as a `package resource <https://pythonhosted.org/setuptools/pkg_resources.html>`_, in which case ``resource_filename()`` is used to find the file (new in 0.2.2). Any non-absolute URI which contains colons is interpreted here as a resource name, rather than a straight filename. * ``file_template`` - this is the naming scheme used to generate new migration files. The value present is the default, so is commented out. Tokens available include: * ``%%(rev)s`` - revision id * ``%%(slug)s`` - a truncated string derived from the revision message * ``%%(year)d``, ``%%(month).2d``, ``%%(day).2d``, ``%%(hour).2d``, ``%%(minute).2d``, ``%%(second).2d`` - components of the create date as returned by ``datetime.datetime.now()`` * ``truncate_slug_length`` - defaults to 40, the max number of characters to include in the "slug" field. .. versionadded:: 0.6.1 - added ``truncate_slug_length`` configuration * ``sqlalchemy.url`` - A URL to connect to the database via SQLAlchemy. This key is in fact only referenced within the ``env.py`` file that is specific to the "generic" configuration; a file that can be customized by the developer. A multiple database configuration may respond to multiple keys here, or may reference other sections of the file. * ``revision_environment`` - this is a flag which when set to the value 'true', will indicate that the migration environment script ``env.py`` should be run unconditionally when generating new revision files * ``sourceless`` - when set to 'true', revision files that only exist as .pyc or .pyo files in the versions directory will be used as versions, allowing "sourceless" versioning folders. When left at the default of 'false', only .py files are consumed as version files. .. versionadded:: 0.6.4 * ``version_locations`` - an optional list of revision file locations, to allow revisions to exist in multiple directories simultaneously. See :ref:`multiple_bases` for examples. .. versionadded:: 0.7.0 * ``output_encoding`` - the encoding to use when Alembic writes the ``script.py.mako`` file into a new migration file. Defaults to ``'utf-8'``. .. versionadded:: 0.7.0 * ``[loggers]``, ``[handlers]``, ``[formatters]``, ``[logger_*]``, ``[handler_*]``, ``[formatter_*]`` - these sections are all part of Python's standard logging configuration, the mechanics of which are documented at `Configuration File Format <http://docs.python.org/library/logging.config.html#configuration-file-format>`_. As is the case with the database connection, these directives are used directly as the result of the ``logging.config.fileConfig()`` call present in the ``env.py`` script, which you're free to modify. For starting up with just a single database and the generic configuration, setting up the SQLAlchemy URL is all that's needed:: sqlalchemy.url = postgresql://scott:tiger@localhost/test .. _create_migration: Create a Migration Script ========================= With the environment in place we can create a new revision, using ``alembic revision``:: $ alembic revision -m "create account table" Generating /path/to/yourproject/alembic/versions/1975ea83b712_create_accoun t_table.py...done A new file ``1975ea83b712_create_account_table.py`` is generated. Looking inside the file:: """create account table Revision ID: 1975ea83b712 Revises: Create Date: 2011-11-08 11:40:27.089406 """ # revision identifiers, used by Alembic. revision = '1975ea83b712' down_revision = None branch_labels = None from alembic import op import sqlalchemy as sa def upgrade(): pass def downgrade(): pass The file contains some header information, identifiers for the current revision and a "downgrade" revision, an import of basic Alembic directives, and empty ``upgrade()`` and ``downgrade()`` functions. Our job here is to populate the ``upgrade()`` and ``downgrade()`` functions with directives that will apply a set of changes to our database. Typically, ``upgrade()`` is required while ``downgrade()`` is only needed if down-revision capability is desired, though it's probably a good idea. Another thing to notice is the ``down_revision`` variable. This is how Alembic knows the correct order in which to apply migrations. When we create the next revision, the new file's ``down_revision`` identifier would point to this one:: # revision identifiers, used by Alembic. revision = 'ae1027a6acf' down_revision = '1975ea83b712' Every time Alembic runs an operation against the ``versions/`` directory, it reads all the files in, and composes a list based on how the ``down_revision`` identifiers link together, with the ``down_revision`` of ``None`` representing the first file. In theory, if a migration environment had thousands of migrations, this could begin to add some latency to startup, but in practice a project should probably prune old migrations anyway (see the section :ref:`building_uptodate` for a description on how to do this, while maintaining the ability to build the current database fully). We can then add some directives to our script, suppose adding a new table ``account``:: def upgrade(): op.create_table( 'account', sa.Column('id', sa.Integer, primary_key=True), sa.Column('name', sa.String(50), nullable=False), sa.Column('description', sa.Unicode(200)), ) def downgrade(): op.drop_table('account') :meth:`~.Operations.create_table` and :meth:`~.Operations.drop_table` are Alembic directives. Alembic provides all the basic database migration operations via these directives, which are designed to be as simple and minimalistic as possible; there's no reliance upon existing table metadata for most of these directives. They draw upon a global "context" that indicates how to get at a database connection (if any; migrations can dump SQL/DDL directives to files as well) in order to invoke the command. This global context is set up, like everything else, in the ``env.py`` script. An overview of all Alembic directives is at :ref:`ops`. Running our First Migration =========================== We now want to run our migration. Assuming our database is totally clean, it's as yet unversioned. The ``alembic upgrade`` command will run upgrade operations, proceeding from the current database revision, in this example ``None``, to the given target revision. We can specify ``1975ea83b712`` as the revision we'd like to upgrade to, but it's easier in most cases just to tell it "the most recent", in this case ``head``:: $ alembic upgrade head INFO [alembic.context] Context class PostgresqlContext. INFO [alembic.context] Will assume transactional DDL. INFO [alembic.context] Running upgrade None -> 1975ea83b712 Wow that rocked! Note that the information we see on the screen is the result of the logging configuration set up in ``alembic.ini`` - logging the ``alembic`` stream to the console (standard error, specifically). The process which occurred here included that Alembic first checked if the database had a table called ``alembic_version``, and if not, created it. It looks in this table for the current version, if any, and then calculates the path from this version to the version requested, in this case ``head``, which is known to be ``1975ea83b712``. It then invokes the ``upgrade()`` method in each file to get to the target revision. Running our Second Migration ============================= Let's do another one so we have some things to play with. We again create a revision file:: $ alembic revision -m "Add a column" Generating /path/to/yourapp/alembic/versions/ae1027a6acf_add_a_column.py... done Let's edit this file and add a new column to the ``account`` table:: """Add a column Revision ID: ae1027a6acf Revises: 1975ea83b712 Create Date: 2011-11-08 12:37:36.714947 """ # revision identifiers, used by Alembic. revision = 'ae1027a6acf' down_revision = '1975ea83b712' from alembic import op import sqlalchemy as sa def upgrade(): op.add_column('account', sa.Column('last_transaction_date', sa.DateTime)) def downgrade(): op.drop_column('account', 'last_transaction_date') Running again to ``head``:: $ alembic upgrade head INFO [alembic.context] Context class PostgresqlContext. INFO [alembic.context] Will assume transactional DDL. INFO [alembic.context] Running upgrade 1975ea83b712 -> ae1027a6acf We've now added the ``last_transaction_date`` column to the database. Partial Revision Identifiers ============================= Any time we need to refer to a revision number explicitly, we have the option to use a partial number. As long as this number uniquely identifies the version, it may be used in any command in any place that version numbers are accepted:: $ alembic upgrade ae1 Above, we use ``ae1`` to refer to revision ``ae1027a6acf``. Alembic will stop and let you know if more than one version starts with that prefix. .. _relative_migrations: Relative Migration Identifiers ============================== Relative upgrades/downgrades are also supported. To move two versions from the current, a decimal value "+N" can be supplied:: $ alembic upgrade +2 Negative values are accepted for downgrades:: $ alembic downgrade -1 Relative identifiers may also be in terms of a specific revision. For example, to upgrade to revision ``ae1027a6acf`` plus two additional steps:: $ alembic upgrade ae10+2 .. versionadded:: 0.7.0 Support for relative migrations in terms of a specific revision. Getting Information =================== With a few revisions present we can get some information about the state of things. First we can view the current revision:: $ alembic current INFO [alembic.context] Context class PostgresqlContext. INFO [alembic.context] Will assume transactional DDL. Current revision for postgresql://scott:XXXXX@localhost/test: 1975ea83b712 -> ae1027a6acf (head), Add a column ``head`` is displayed only if the revision identifier for this database matches the head revision. We can also view history with ``alembic history``; the ``--verbose`` option (accepted by several commands, including ``history``, ``current``, ``heads`` and ``branches``) will show us full information about each revision:: $ alembic history --verbose Rev: ae1027a6acf (head) Parent: 1975ea83b712 Path: /path/to/yourproject/alembic/versions/ae1027a6acf_add_a_column.py add a column Revision ID: ae1027a6acf Revises: 1975ea83b712 Create Date: 2014-11-20 13:02:54.849677 Rev: 1975ea83b712 Parent: <base> Path: /path/to/yourproject/alembic/versions/1975ea83b712_add_account_table.py create account table Revision ID: 1975ea83b712 Revises: Create Date: 2014-11-20 13:02:46.257104 Viewing History Ranges ---------------------- Using the ``-r`` option to ``alembic history``, we can also view various slices of history. The ``-r`` argument accepts an argument ``[start]:[end]``, where either may be a revision number, symbols like ``head``, ``heads`` or ``base``, ``current`` to specify the current revision(s), as well as negative relative ranges for ``[start]`` and positive relative ranges for ``[end]``:: $ alembic history -r1975ea:ae1027 A relative range starting from three revs ago up to current migration, which will invoke the migration environment against the database to get the current migration:: $ alembic history -r-3:current View all revisions from 1975 to the head:: $ alembic history -r1975ea: .. versionadded:: 0.6.0 ``alembic revision`` now accepts the ``-r`` argument to specify specific ranges based on version numbers, symbols, or relative deltas. Downgrading =========== We can illustrate a downgrade back to nothing, by calling ``alembic downgrade`` back to the beginning, which in Alembic is called ``base``:: $ alembic downgrade base INFO [alembic.context] Context class PostgresqlContext. INFO [alembic.context] Will assume transactional DDL. INFO [alembic.context] Running downgrade ae1027a6acf -> 1975ea83b712 INFO [alembic.context] Running downgrade 1975ea83b712 -> None Back to nothing - and up again:: $ alembic upgrade head INFO [alembic.context] Context class PostgresqlContext. INFO [alembic.context] Will assume transactional DDL. INFO [alembic.context] Running upgrade None -> 1975ea83b712 INFO [alembic.context] Running upgrade 1975ea83b712 -> ae1027a6acf Next Steps ========== The vast majority of Alembic environments make heavy use of the "autogenerate" feature. Continue onto the next section, :doc:`autogenerate`.