Recommend poetry in docs (#12475)

* Recommend poetry in docs

- readme
- contributor guide
- upgrade notes
- new dev cheat sheet for poetry

Co-authored-by: Shay <[email protected]>
Co-authored-by: Patrick Cloke <[email protected]>

Author: 3 people

README.rst

@@ -293,39 +293,42 @@ directory of your choice::
     git clone https://github.com/matrix-org/synapse.git
     cd synapse
 
-Synapse has a number of external dependencies, that are easiest
-to install using pip and a virtualenv::
+Synapse has a number of external dependencies. We maintain a fixed development
+environment using [poetry](https://python-poetry.org/). First, install poetry. We recommend
 
-    python3 -m venv ./env
-    source ./env/bin/activate
-    pip install -e ".[all,dev]"
+    pip install --user pipx
+    pipx install poetry
 
-This will run a process of downloading and installing all the needed
-dependencies into a virtual env. If any dependencies fail to install,
-try installing the failing modules individually::
+as described `here <https://python-poetry.org/docs/#installing-with-pipx>`_.
+(See `poetry's installation docs <https://python-poetry.org/docs/#installation>`
+for other installation methods.) Then ask poetry to create a virtual environment
+from the project and install Synapse's dependencies::
+
+    poetry install --extras "all test"
 
-    pip install -e "module-name"
+This will run a process of downloading and installing all the needed
+dependencies into a virtual env.
 
 We recommend using the demo which starts 3 federated instances running on ports `8080` - `8082`
 
-    ./demo/start.sh
+    poetry run ./demo/start.sh
 
-(to stop, you can use `./demo/stop.sh`)
+(to stop, you can use `poetry run ./demo/stop.sh`)
 
 See the `demo documentation <https://matrix-org.github.io/synapse/develop/development/demo.html>`_
 for more information.
 
 If you just want to start a single instance of the app and run it directly::
 
     # Create the homeserver.yaml config once
-    python -m synapse.app.homeserver \
+    poetry run synapse_homeserver \
       --server-name my.domain.name \
       --config-path homeserver.yaml \
       --generate-config \
       --report-stats=[yes|no]
 
     # Start the app
-    python -m synapse.app.homeserver --config-path homeserver.yaml
+    poetry run synapse_homeserver --config-path homeserver.yaml
 
 
 Running the unit tests
@@ -334,7 +337,7 @@ Running the unit tests
 After getting up and running, you may wish to run Synapse's unit tests to
 check that everything is installed correctly::
 
-    trial tests
+    poetry run trial tests
 
 This should end with a 'PASSED' result (note that exact numbers will
 differ)::

changelog.d/12475.doc

@@ -0,0 +1 @@
+Strongly recommend `poetry` for development.

docs/development/contributing_guide.md

@@ -48,19 +48,28 @@ can find many good git tutorials on the web.
 
 # 4. Install the dependencies
 
-Once you have installed Python 3 and added the source, please open a terminal and
-setup a *virtualenv*, as follows:
+Synapse uses the [poetry](https://python-poetry.org/) project to manage its dependencies
+and development environment. Once you have installed Python 3 and added the
+source, you should install `poetry`.
+Of their installation methods, we recommend
+[installing `poetry` using `pipx`](https://python-poetry.org/docs/#installing-with-pipx),
+
+```shell
+pip install --user pipx
+pipx install poetry
+```
+
+but see poetry's [installation instructions](https://python-poetry.org/docs/#installation)
+for other installation methods.
+
+Next, open a terminal and install dependencies as follows:
 
 ```sh
 cd path/where/you/have/cloned/the/repository
-python3 -m venv ./env
-source ./env/bin/activate
-pip install wheel
-pip install -e ".[all,dev]"
-pip install tox
+poetry install --extras all
 ```
 
-This will install the developer dependencies for the project.
+This will install the runtime and developer dependencies for the project.
 
 
 # 5. Get in touch.
@@ -117,11 +126,10 @@ The linters look at your code and do two things:
 - ensure that your code follows the coding style adopted by the project;
 - catch a number of errors in your code.
 
-The linter takes no time at all to run as soon as you've [downloaded the dependencies into your python virtual environment](#4-install-the-dependencies).
+The linter takes no time at all to run as soon as you've [downloaded the dependencies](#4-install-the-dependencies).
 
 ```sh
-source ./env/bin/activate
-./scripts-dev/lint.sh
+poetry run ./scripts-dev/lint.sh
 ```
 
 Note that this script *will modify your files* to fix styling errors.
@@ -131,15 +139,13 @@ If you wish to restrict the linters to only the files changed since the last com
 (much faster!), you can instead run:
 
 ```sh
-source ./env/bin/activate
-./scripts-dev/lint.sh -d
+poetry run ./scripts-dev/lint.sh -d
 ```
 
 Or if you know exactly which files you wish to lint, you can instead run:
 
 ```sh
-source ./env/bin/activate
-./scripts-dev/lint.sh path/to/file1.py path/to/file2.py path/to/folder
+poetry run ./scripts-dev/lint.sh path/to/file1.py path/to/file2.py path/to/folder
 ```
 
 ## Run the unit tests (Twisted trial).
@@ -148,16 +154,14 @@ The unit tests run parts of Synapse, including your changes, to see if anything
 was broken. They are slower than the linters but will typically catch more errors.
 
 ```sh
-source ./env/bin/activate
-trial tests
+poetry run trial tests
 ```
 
 If you wish to only run *some* unit tests, you may specify
 another module instead of `tests` - or a test class or a method:
 
 ```sh
-source ./env/bin/activate
-trial tests.rest.admin.test_room tests.handlers.test_admin.ExfiltrateData.test_invite
+poetry run trial tests.rest.admin.test_room tests.handlers.test_admin.ExfiltrateData.test_invite
 ```
 
 If your tests fail, you may wish to look at the logs (the default log level is `ERROR`):
@@ -169,7 +173,7 @@ less _trial_temp/test.log
 To increase the log level for the tests, set `SYNAPSE_TEST_LOG_LEVEL`:
 
 ```sh
-SYNAPSE_TEST_LOG_LEVEL=DEBUG trial tests
+SYNAPSE_TEST_LOG_LEVEL=DEBUG poetry run trial tests
 ```
 
 By default, tests will use an in-memory SQLite database for test data. For additional
@@ -180,7 +184,7 @@ database state to be stored in a file named `test.db` under the trial process'
 working directory. Typically, this ends up being `_trial_temp/test.db`. For example:
 
 ```sh
-SYNAPSE_TEST_PERSIST_SQLITE_DB=1 trial tests
+SYNAPSE_TEST_PERSIST_SQLITE_DB=1 poetry run trial tests
 ```
 
 The database file can then be inspected with: