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diff --git a/docs/getting_started/echobot.rst b/docs/getting_started/echobot.rst new file mode 100644 index 00000000..053a76f2 --- /dev/null +++ b/docs/getting_started/echobot.rst @@ -0,0 +1,390 @@ +.. _echobot: + +=============================== +SleekXMPP Quickstart - Echo Bot +=============================== + +.. note:: + + If you have any issues working through this quickstart guide + or the other tutorials here, please either send a message to the + `mailing list <http://groups.google.com/group/sleekxmpp-discussion>`_ + or join the chat room at `sleek@conference.jabber.org + <xmpp:sleek@conference.jabber.org?join>`_. + +If you have not yet installed SleekXMPP, do so now by either checking out a version +from `Github <http://github.com/fritzy/SleekXMPP>`_, or installing it using ``pip`` +or ``easy_install``. + +.. code-block:: sh + + pip install sleekxmpp # Or: easy_install sleekxmpp + + +As a basic starting project, we will create an echo bot which will reply to any +messages sent to it. We will also go through adding some basic command line configuration +for enabling or disabling debug log outputs and setting the username and password +for the bot. + +For the command line options processing, we will use the built-in ``optparse`` +module and the ``getpass`` module for reading in passwords. + +TL;DR Just Give Me the Code +--------------------------- +As you wish: :ref:`the completed example <echobot_complete>`. + +Overview +-------- + +To get started, here is a brief outline of the structure that the final project will have: + +.. code-block:: python + + #!/usr/bin/env python + # -*- coding: utf-8 -*- + + import sys + import logging + import getpass + from optparse import OptionParser + + import sleekxmpp + + '''Here we will create out echo bot class''' + + if __name__ == '__main__': + '''Here we will configure and read command line options''' + + '''Here we will instantiate our echo bot''' + + '''Finally, we connect the bot and start listening for messages''' + +Default Encoding +---------------- +XMPP requires support for UTF-8 and so SleekXMPP must use UTF-8 as well. In +Python3 this is simple because Unicode is the default string type. For Python2.6+ +the situation is not as easy because standard strings are simply byte arrays and +use ASCII. We can get Python to use UTF-8 as the default encoding by including: + +.. code-block:: python + + if sys.version_info < (3, 0): + reload(sys) + sys.setdefaultencoding('utf8') + +.. warning:: + + Until we are able to ensure that SleekXMPP will always use Unicode in Python2.6+, this + may cause issues embedding SleekXMPP into other applications which assume ASCII encoding. + +Creating the EchoBot Class +-------------------------- + +There are three main types of entities within XMPP — servers, components, and +clients. Since our echo bot will only be responding to a few people, and won't need +to remember thousands of users, we will use a client connection. A client connection +is the same type that you use with your standard IM client such as Pidgin or Psi. + +SleekXMPP comes with a :class:`ClientXMPP <sleekxmpp.clientxmpp.ClientXMPP>` class +which we can extend to add our message echoing feature. :class:`ClientXMPP <sleekxmpp.clientxmpp.ClientXMPP>` +requires the parameters ``jid`` and ``password``, so we will let our ``EchoBot`` class accept those +as well. + +.. code-block:: python + + class EchoBot(sleekxmpp.ClientXMPP): + + def __init__(self, jid, password): + super(EchoBot, self).__init__(jid, password) + +Handling Session Start +~~~~~~~~~~~~~~~~~~~~~~ +The XMPP spec requires clients to broadcast its presence and retrieve its roster (buddy list) once +it connects and establishes a session with the XMPP server. Until these two tasks are completed, +some servers may not deliver or send messages or presence notifications to the client. So we now +need to be sure that we retrieve our roster and send an initial presence once the session has +started. To do that, we will register an event handler for the :term:`session_start` event. + +.. code-block:: python + + def __init__(self, jid, password): + super(EchoBot, self).__init__(jid, password) + + self.add_event_handler('session_start', self.start) + + +Since we want the method ``self.start`` to execute when the :term:`session_start` event is triggered, +we also need to define the ``self.start`` handler. + +.. code-block:: python + + def start(self, event): + self.send_presence() + self.get_roster() + +.. warning:: + + Not sending an initial presence and retrieving the roster when using a client instance can + prevent your program from receiving presence notifications or messages depending on the + XMPP server you have chosen. + +Our event handler, like every event handler, accepts a single parameter which typically is the stanza +that was received that caused the event. In this case, ``event`` will just be an empty dictionary since +there is no associated data. + +Our first task of sending an initial presence is done using :meth:`send_presence <sleekxmpp.basexmpp.BaseXMPP.send_presence>`. +Calling :meth:`send_presence <sleekxmpp.basexmpp.BaseXMPP.send_presence>` without any arguments will send the simplest +stanza allowed in XMPP: + +.. code-block:: xml + + <presence /> + + +The second requirement is fulfilled using :meth:`get_roster <sleekxmpp.clientxmpp.ClientXMPP.get_roster>`, which +will send an IQ stanza requesting the roster to the server and then wait for the response. You may be wondering +what :meth:`get_roster <sleekxmpp.clientxmpp.ClientXMPP.get_roster>` returns since we are not saving any return +value. The roster data is saved by an internal handler to ``self.roster``, and in the case of a :class:`ClientXMPP +<sleekxmpp.clientxmpp.ClientXMPP>` instance to ``self.client_roster``. (The difference between ``self.roster`` and +``self.client_roster`` is that ``self.roster`` supports storing roster information for multiple JIDs, which is useful +for components, whereas ``self.client_roster`` stores roster data for just the client's JID.) + +It is possible for a timeout to occur while waiting for the server to respond, which can happen if the +network is excessively slow or the server is no longer responding. In that case, an :class:`IQTimeout +<sleekxmpp.exceptions.IQTimeout>` is raised. Similarly, an :class:`IQError <sleekxmpp.exceptions.IQError>` exception can +be raised if the request contained bad data or requested the roster for the wrong user. In either case, you can wrap the +``get_roster()`` call in a ``try``/``except`` block to retry the roster retrieval process. + +The XMPP stanzas from the roster retrieval process could look like this: + +.. code-block:: xml + + <iq type="get"> + <query xmlns="jabber:iq:roster" /> + </iq> + + <iq type="result" to="echobot@example.com" from="example.com"> + <query xmlns="jabber:iq:roster"> + <item jid="friend@example.com" subscription="both" /> + </query> + </iq> + +Responding to Messages +~~~~~~~~~~~~~~~~~~~~~~ +Now that an ``EchoBot`` instance handles :term:`session_start`, we can begin receiving and +responding to messages. Now we can register a handler for the :term:`message` event that is raised +whenever a messsage is received. + +.. code-block:: python + + def __init__(self, jid, password): + super(EchoBot, self).__init__(jid, password) + + self.add_event_handler('session_start', self.start) + self.add_event_handler('message', self.message) + + +The :term:`message` event is fired whenever a ``<message />`` stanza is received, including for +group chat messages, errors, etc. Properly responding to messages thus requires checking the +``'type'`` interface of the message :term:`stanza object`. For responding to only messages +addressed to our bot (and not from a chat room), we check that the type is either ``normal`` +or ``chat``. (Other potential types are ``error``, ``headline``, and ``groupchat``.) + +.. code-block:: python + + def message(self, msg): + if msg['type'] in ('normal', 'chat'): + msg.reply("Thanks for sending:\n%s" % msg['body']).send() + +Let's take a closer look at the ``.reply()`` method used above. For message stanzas, +``.reply()`` accepts the parameter ``body`` (also as the first positional argument), +which is then used as the value of the ``<body />`` element of the message. +Setting the appropriate ``to`` JID is also handled by ``.reply()``. + +Another way to have sent the reply message would be to use :meth:`send_message <sleekxmpp.basexmpp.BaseXMPP.send_message>`, +which is a convenience method for generating and sending a message based on the values passed to it. If we were to use +this method, the above code would look as so: + +.. code-block:: python + + def message(self, msg): + if msg['type'] in ('normal', 'chat'): + self.send_message(mto=msg['from'], + mbody='Thanks for sending:\n%s' % msg['body']) + +Whichever method you choose to use, the results in action will look like this: + +.. code-block:: xml + + <message to="echobot@example.com" from="someuser@example.net" type="chat"> + <body>Hej!</body> + </message> + + <message to="someuser@example.net" type="chat"> + <body>Thanks for sending: + Hej!</body> + </message> + +.. note:: + XMPP does not require stanzas sent by a client to include a ``from`` attribute, and + leaves that responsibility to the XMPP server. However, if a sent stanza does + include a ``from`` attribute, it must match the full JID of the client or some + servers will reject it. SleekXMPP thus leaves out the ``from`` attribute when replying + using a client connection. + +Command Line Arguments and Logging +---------------------------------- + +While this isn't part of SleekXMPP itself, we do want our echo bot program to be able +to accept a JID and password from the command line instead of hard coding them. We will +use the ``optparse`` module for this, though there are several alternative methods, including +the newer ``argparse`` module. + +We want to accept three parameters: the JID for the echo bot, its password, and a flag for +displaying the debugging logs. We also want these to be optional parameters, since passing +a password directly through the command line can be a security risk. + +.. code-block:: python + + if __name__ == '__main__': + optp = OptionParser() + + optp.add_option('-d', '--debug', help='set logging to DEBUG', + action='store_const', dest='loglevel', + const=logging.DEBUG, default=logging.INFO) + optp.add_option("-j", "--jid", dest="jid", + help="JID to use") + optp.add_option("-p", "--password", dest="password", + help="password to use") + + opts, args = optp.parse_args() + + if opts.jid is None: + opts.jid = raw_input("Username: ") + if opts.password is None: + opts.password = getpass.getpass("Password: ") + +Since we included a flag for enabling debugging logs, we need to configure the +``logging`` module to behave accordingly. + +.. code-block:: python + + if __name__ == '__main__': + + # .. option parsing from above .. + + logging.basicConfig(level=opts.loglevel, + format='%(levelname)-8s %(message)s') + + +Connecting to the Server and Processing +--------------------------------------- +There are three steps remaining until our echo bot is complete: + 1. We need to instantiate the bot. + 2. The bot needs to connect to an XMPP server. + 3. We have to instruct the bot to start running and processing messages. + +Creating the bot is straightforward, but we can also perform some configuration +at this stage. For example, let's say we want our bot to support `service discovery +<http://xmpp.org/extensions/xep-0030.html>`_ and `pings <http://xmpp.org/extensions/xep-0199.html>`_: + +.. code-block:: python + + if __name__ == '__main__': + + # .. option parsing and logging steps from above + + xmpp = EchoBot(opts.jid, opts.password) + xmpp.register_plugin('xep_0030') # Service Discovery + xmpp.register_plugin('xep_0199') # Ping + +If the ``EchoBot`` class had a hard dependency on a plugin, we could register that plugin in +the ``EchoBot.__init__`` method instead. + +.. note:: + + If you are using the OpenFire server, you will need to include an additional + configuration step. OpenFire supports a different version of SSL than what + most servers and SleekXMPP support. + + .. code-block:: python + + import ssl + xmpp.ssl_version = ssl.PROTOCOL_SSLv3 + +Now we're ready to connect and begin echoing messages. If you have the package +``dnspython`` installed, then the :meth:`sleekxmpp.clientxmpp.ClientXMPP` method +will perform a DNS query to find the appropriate server to connect to for the +given JID. If you do not have ``dnspython``, then SleekXMPP will attempt to +connect to the hostname used by the JID, unless an address tuple is supplied +to :meth:`sleekxmpp.clientxmpp.ClientXMPP`. + +.. code-block:: python + + if __name__ == '__main__': + + # .. option parsing & echo bot configuration + + if xmpp.connect(): + xmpp.process(block=True) + else: + print('Unable to connect') + +.. note:: + + For Google Talk users withouth ``dnspython`` installed, the above code + should look like: + + .. code-block:: python + + if __name__ == '__main__': + + # .. option parsing & echo bot configuration + + if xmpp.connect(('talk.google.com', 5222)): + xmpp.process(block=True) + else: + print('Unable to connect') + +To begin responding to messages, you'll see we called :meth:`sleekxmpp.basexmpp.BaseXMPP.process` +which will start the event handling, send queue, and XML reader threads. It will also call +the :meth:`sleekxmpp.plugins.base.base_plugin.post_init` method on all registered plugins. By +passing ``block=True`` to :meth:`sleekxmpp.basexmpp.BaseXMPP.process` we are running the +main processing loop in the main thread of execution. The :meth:`sleekxmpp.basexmpp.BaseXMPP.process` +call will not return until after SleekXMPP disconnects. If you need to run the client in the background +for another program, use ``block=False`` to spawn the processing loop in its own thread. + +.. note:: + + Before 1.0, controlling the blocking behaviour of :meth:`sleekxmpp.basexmpp.BaseXMPP.process` was + done via the ``threaded`` argument. This arrangement was a source of confusion because some users + interpreted that as controlling whether or not SleekXMPP used threads at all, instead of how + the processing loop itself was spawned. + + The statements ``xmpp.process(threaded=False)`` and ``xmpp.process(block=True)`` are equivalent. + + +.. _echobot_complete: + +The Final Product +----------------- + +Here then is what the final result should look like after working through the guide above. The code +can also be found in the SleekXMPP `examples directory <http://github.com/fritzy/SleekXMPP/tree/master/examples>`_. + +.. compound:: + + You can run the code using: + + .. code-block:: sh + + python echobot.py -d -j echobot@example.com + + which will prompt for the password and then begin echoing messages. To test, open + your regular IM client and start a chat with the echo bot. Messages you send to it should + be mirrored back to you. Be careful if you are using the same JID for the echo bot that + you also have logged in with another IM client. Messages could be routed to your IM client instead + of the bot. + +.. include:: ../../examples/echo_client.py + :literal: |