File: tutorial.rst

package info (click to toggle)
alembic 1.18.4-1
  • links: PTS, VCS
  • area: main
  • in suites: experimental
  • size: 3,348 kB
  • sloc: python: 42,842; makefile: 103; sh: 5
file content (1054 lines) | stat: -rw-r--r-- 43,214 bytes parent folder | download
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
801
802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
859
860
861
862
863
864
865
866
867
868
869
870
871
872
873
874
875
876
877
878
879
880
881
882
883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
902
903
904
905
906
907
908
909
910
911
912
913
914
915
916
917
918
919
920
921
922
923
924
925
926
927
928
929
930
931
932
933
934
935
936
937
938
939
940
941
942
943
944
945
946
947
948
949
950
951
952
953
954
955
956
957
958
959
960
961
962
963
964
965
966
967
968
969
970
971
972
973
974
975
976
977
978
979
980
981
982
983
984
985
986
987
988
989
990
991
992
993
994
995
996
997
998
999
1000
1001
1002
1003
1004
1005
1006
1007
1008
1009
1010
1011
1012
1013
1014
1015
1016
1017
1018
1019
1020
1021
1022
1023
1024
1025
1026
1027
1028
1029
1030
1031
1032
1033
1034
1035
1036
1037
1038
1039
1040
1041
1042
1043
1044
1045
1046
1047
1048
1049
1050
1051
1052
1053
1054
========
Tutorial
========

Alembic provides for the creation, management, and invocation of *change management*
scripts for a relational database, using SQLAlchemy 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; a common way to install within a
local virtual environment is described at :ref:`installation`.
As illustrated in that chapter, it is useful to have Alembic
installed in the **same module / Python path as that of the target project**,
usually using a `Python virtual environment
<https://docs.python.org/3/tutorial/venv.html>`_, so that when the ``alembic``
command is run, the Python script which is invoked by ``alembic``,  namely your
project's ``env.py`` script, will have access to your application's models.
This is not strictly necessary, however is usually preferred.

The tutorial below assumes the ``alembic`` command line utility is present in
the local path and when invoked, will have access to the same Python module
environment as that of the target project.

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.ini
        pyproject.toml
        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:

* ``alembic.ini`` - this is Alembic's main configuration file which is generated by all templates.
  A detailed walkthrough of this file is later in the section :ref:`tutorial_alembic_ini`.
* ``pyproject.toml`` - most modern Python projects have a ``pyproject.toml`` file.  Alembic may
  optionally store project related configuration in this file as well; to use a ``pyproject.toml``
  configuration, see the section :ref:`using_pep_621`.
* ``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 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 environment 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 environment 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 /path/to/yourproject
    $ source /path/to/yourproject/.venv/bin/activate   # assuming a local virtualenv
    $ 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.

The above layout is produced using a layout template called ``generic``.
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.
    pyproject - pep-621 compliant configuration that includes pyproject.toml
    async - Generic single-database configuration with an async dbapi.
    multidb - Rudimentary multi-database configuration.

    Templates are used via the 'init' command, e.g.:

      alembic init --template generic ./scripts

.. versionchanged:: 1.16.0 A new ``pyproject`` template has been added.  See
   the section :ref:`using_pep_621` for background.


.. _tutorial_alembic_ini:

Editing the .ini File
=====================

Alembic placed a file ``alembic.ini`` into the current directory. Alembic looks
in the current directory for this file when any other commands are run; to
indicate an alternative location, the ``--config`` option may be used, or the
``ALEMBIC_CONFIG`` environment variable may be set.

.. tip::

    The file generated with the ``generic`` configuration template contains all directives
    for both source code configuration as well as database configuration.  When using
    the ``pyproject`` template, the source code configuration elements will instead
    be in a separate ``pyproject.toml`` file, described in the section :ref:`using_pep_621`.

The all-in-one .ini file created by ``generic`` is illustrated below::

    # A generic, single database configuration.

    [alembic]
    # path to migration scripts.
    # this is typically a path given in POSIX (e.g. forward slashes)
    # format, relative to the token %(here)s which refers to the location of this
    # ini file
    script_location = %(here)s/alembic

    # template used to generate migration file names; The default value is %%(rev)s_%%(slug)s
    # Uncomment the line below if you want the files to be prepended with date and time
    # file_template = %%(year)d_%%(month).2d_%%(day).2d_%%(hour).2d%%(minute).2d-%%(rev)s_%%(slug)s
    # Or organize into date-based subdirectories (requires recursive_version_locations = true)
    # file_template = %%(year)d/%%(month).2d/%%(day).2d_%%(hour).2d%%(minute).2d_%%(second).2d_%%(rev)s_%%(slug)s

    # sys.path path, will be prepended to sys.path if present.
    # defaults to the current working directory.
    prepend_sys_path = .

    # timezone to use when rendering the date within the migration file
    # as well as the filename.
    # If specified, requires the python>=3.9 or backports.zoneinfo library and tzdata library.
    # Any required deps can installed by adding `alembic[tz]` to the pip requirements
    # string value is passed to ZoneInfo()
    # leave blank for localtime
    # timezone =

    # 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 <script_location>/versions.  When using multiple version
    # directories, initial revisions must be specified with --version-path.
    # the special token `%(here)s` is available which indicates the absolute path
    # to this configuration file.
    #
    # The path separator used here should be the separator specified by "version_path_separator" below.
    # version_locations = %(here)s/bar:%(here)s/bat:%(here)s/alembic/versions

    # path_separator (New in Alembic 1.16.0, supersedes version_path_separator);
    # This indicates what character is used to
    # split lists of file paths, including version_locations and prepend_sys_path
    # within configparser files such as alembic.ini.
    #
    # The default rendered in new alembic.ini files is "os", which uses os.pathsep
    # to provide os-dependent path splitting.
    #
    # Note that in order to support legacy alembic.ini files, this default does NOT
    # take place if path_separator is not present in alembic.ini.  If this
    # option is omitted entirely, fallback logic is as follows:
    #
    # 1. Parsing of the version_locations option falls back to using the legacy
    #    "version_path_separator" key, which if absent then falls back to the legacy
    #    behavior of splitting on spaces and/or commas.
    # 2. Parsing of the prepend_sys_path option falls back to the legacy
    #    behavior of splitting on spaces, commas, or colons.
    #
    # Valid values for path_separator are:
    #
    # path_separator = :
    # path_separator = ;
    # path_separator = space
    # path_separator = newline
    #
    # Use os.pathsep. Default configuration used for new projects.
    path_separator = os

    # set to 'true' to search source files recursively
    # in each "version_locations" directory
    # new in Alembic version 1.10
    # recursive_version_locations = false

    # the output encoding used when revision files
    # are written from script.py.mako
    # output_encoding = utf-8

    # database URL.  This is consumed by the user-maintained env.py script only.
    # other means of configuring database URLs may be customized within the env.py
    # file.
    # See notes in "escaping characters in ini files" for guidelines on
    # passwords
    sqlalchemy.url = driver://user:pass@localhost/dbname

    # [post_write_hooks]
    # This section defines scripts or Python functions that are run
    # on newly generated revision scripts.  See the documentation for further
    # detail and examples

    # format using "black" - use the console_scripts runner,
    # against the "black" entrypoint
    # hooks = black
    # black.type = console_scripts
    # black.entrypoint = black
    # black.options = -l 79 REVISION_SCRIPT_FILENAME

    # lint with attempts to fix using "ruff" - use the module runner, against the "ruff" module
    # hooks = ruff
    # ruff.type = module
    # ruff.module = ruff
    # ruff.options = check --fix REVISION_SCRIPT_FILENAME

    # Alternatively, use the exec runner to execute a binary found on your PATH
    # hooks = ruff
    # ruff.type = exec
    # ruff.executable = ruff
    # ruff.options = check --fix REVISION_SCRIPT_FILENAME

    # Logging configuration.  This is also consumed by the user-maintained
    # env.py script only.
    [loggers]
    keys = root,sqlalchemy,alembic

    [handlers]
    keys = console

    [formatters]
    keys = generic

    [logger_root]
    level = WARNING
    handlers = console
    qualname =

    [logger_sqlalchemy]
    level = WARNING
    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 ``alembic.ini`` file is consumed by Alembic using Python's
`configparser.ConfigParser <https://docs.python.org/3/library/configparser.html#configparser.ConfigParser>`_
library.  The ``%(here)s`` variable is
provided as a substitution which is populated with the absolute path to the
``alembic.ini`` file itself.  This can be used to produce correct pathnames
to directories and files relative to where the config file is located.

.. tip:: Percent signs in ``alembic.ini`` configuration variables that are
   not part of an interpolation token like ``%(here)s``, including percent
   signs that are part of the SQLAlchemy database URL for its own URL-escaping
   requirements, must themselves be escaped.
   See the section :ref:`escaping_percent_signs` for more information.


This file contains the following features:

* ``[alembic]`` - this is the section read by Alembic to determine configuration.  Alembic's
  core implementation does not directly read any other areas of the file, not
  including additional directives that may be consumed from the
  end-user-customizable ``env.py`` file (see note below). The name "alembic"
  (for configparser config only, not ``pyproject.toml``)
  can be customized using the ``--name`` commandline flag; see
  :ref:`multiple_environments` for a basic example of this.

  .. note:: The default ``env.py`` file included with Alembic's environment
     templates will also read from the logging sections ``[logging]``,
     ``[handlers]`` etc. If the configuration file in use does not contain
     logging directives, please remove the ``fileConfig()`` directive within
     the generated ``env.py`` file to prevent it from attempting to configure
     logging.

* ``script_location`` - this is the location of the Alembic environment.   It is normally
  specified as a filesystem location relative to the ``%(here)s`` token, which
  indicates where the config file itself is located.   The location may also
  be a plain relative path, where it's interpreted as relative to the current directory,
  or an absolute path.

  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://setuptools.readthedocs.io/en/latest/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. Uncomment the presented value if you would like the migration files to
  be prepended with date and time, so that they are listed in chronological
  order.  The default value is ``%%(rev)s_%%(slug)s``.  Tokens available
  include:

    * ``%%(rev)s`` - revision id
    * ``%%(slug)s`` - a truncated string derived from the revision message
    * ``%%(epoch)s`` - epoch timestamp based on the create date; this makes
      use of the Python ``datetime.timestamp()`` method to produce an epoch
      value.
    * ``%%(year)d``, ``%%(month).2d``, ``%%(day).2d``, ``%%(hour).2d``,
      ``%%(minute).2d``, ``%%(second).2d`` - components of the create date,
      by default ``datetime.datetime.now()`` unless the ``timezone``
      configuration option is also used.

  The ``file_template`` may also include directory separators to organize
  migration files into subdirectories. When using directory paths in
  ``file_template``, ``recursive_version_locations`` must be set to ``true``.
  For example::

      file_template = %%(year)d/%%(month).2d/%%(day).2d_%%(hour).2d%%(minute).2d_%%(second).2d_%%(rev)s_%%(slug)s
      recursive_version_locations = true

  This would create migration files organized by date in a structure like
  ``versions/2024/12/26_143022_abc123_add_user_table.py``.

  .. versionadded:: 1.18.0
     Support for directory paths in ``file_template``

* ``timezone`` - an optional timezone name (e.g. ``UTC``, ``EST5EDT``, etc.)
  that will be applied to the timestamp which renders inside the migration
  file's comment as well as within the filename. This option requires Python>=3.9
  or installing the ``backports.zoneinfo`` library and the ``tzdata`` library.
  If ``timezone`` is specified, the create date object is no longer derived
  from ``datetime.datetime.now()`` and is instead generated as::

      datetime.datetime.utcnow().replace(
        tzinfo=datetime.timezone.utc
      ).astimezone(ZoneInfo(<timezone>))

  .. versionchanged:: 1.13.0 Python standard library ``zoneinfo`` is now used
     for timezone rendering in migrations; previously ``python-dateutil``
     was used.

* ``truncate_slug_length`` - defaults to 40, the max number of characters
  to include in the "slug" field.

* ``sqlalchemy.url`` - A URL to connect to the database via SQLAlchemy.  This
  configuration value is only used if the ``env.py`` file calls upon them;
  in the "generic" template, the call to
  ``config.get_main_option("sqlalchemy.url")`` in the
  ``run_migrations_offline()`` function and the call to
  ``engine_from_config(prefix="sqlalchemy.")``  in the
  ``run_migrations_online()`` function are where this key is referenced.   If
  the SQLAlchemy URL should come from some other source, such as from
  environment variables or a global registry, or if the migration environment
  makes use of multiple database URLs, the developer is encouraged to alter the
  ``env.py`` file to use whatever methods are appropriate in order to acquire
  the database URL or URLs.

* ``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, as well as when running the ``alembic history``
  command.

* ``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.

* ``version_locations`` - an optional list of revision file locations, to
  allow revisions to exist in multiple directories simultaneously.
  See :ref:`multiple_bases` for examples.

* ``path_separator`` - a separator character for the ``version_locations``
  and ``prepend_sys_path`` path lists.  Only applies to configparser config,
  not needed if ``pyproject.toml`` configuration is used.
  See :ref:`multiple_bases` for examples.

* ``recursive_version_locations`` - when set to 'true', revision files
  are searched recursively in each "version_locations" directory.

  .. versionadded:: 1.10

* ``output_encoding`` - the encoding to use when Alembic writes the
  ``script.py.mako`` file into a new migration file.  Defaults to ``'utf-8'``.

* ``[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

.. _escaping_percent_signs:

Escaping Characters in ini files
--------------------------------

As mentioned previously, Alembic's .ini file format uses Python `ConfigParser
<https://docs.python.org/3/library/configparser.html#configparser.ConfigParser>`_
to parse the file.   ``ConfigParser`` 's `interpolation feature is enabled
<https://docs.python.org/3/library/configparser.html#interpolation-of-values>`_
in this operation to support the use of the ``%(here)s`` token, as well as any
other tokens that are user-configurable via the :paramref:`.Config.config_args`
parameter when creating a custom :class:`.Config` object.

This means that any literal string that includes a percent sign that is not
part of an interpolated variable must be escaped by doubling it.  That is, for
a configuration value like this in a Python script::

  my_configuration_value = "some % string"

To be parsed from the .ini file would need to be placed as::

  [alembic]

  my_configuration_value = some %% string

This escaping can be seen in the sample ``alembic.ini`` file, illustrated in
such values as ``file_template``::

    # template used to generate migration file names; The default value is %%(rev)s_%%(slug)s
    file_template = %%(year)d_%%(month).2d_%%(day).2d_%%(hour).2d%%(minute).2d-%%(rev)s_%%(slug)s

Where above, the actual ``file_template`` that is sent to Alembic's file generation system
would be ``%(year)d_%(month).2d_%(day).2d_%(hour).2d%(minute).2d-%(rev)s_%(slug)s``.

.. tip::  Alembic also employs percent-sign interpolation of values when retrieving
   values from a ``pyproject.toml`` file, as documented at :ref:`using_pep_621`.
   So the same percent-doubling steps must be applied in Alembic-parsed values,
   for fields such as ``file_template``.

For the SQLAlchemy URL, percent signs are used to escape syntactically-
significant characters such as the ``@`` sign as well as the percent sign
itself.  For a password such as ``"P@ssw%rd"``::

  >>> my_actual_password = "P@ssw%rd"

As `documented by SQLAlchemy <https://docs.sqlalchemy.org/core/engines.html#escaping-special-characters-such-as-signs-in-passwords>`_,
the ``@`` sign as well as the percent sign when placed into a URL should be escaped with ``urllib.parse.quote_plus``::

  >>> import urllib.parse
  >>> sqlalchemy_quoted_password = urllib.parse.quote_plus(my_actual_password)
  >>> sqlalchemy_quoted_password
  'P%40ssw%25rd'

This URL quoting can also be seen in SQLAlchemy's own stringification of
URLs::

  >>> from sqlalchemy import URL
  >>> URL.create(
  ...   "some_db", username="scott", password=my_actual_password, host="host"
  ... ).render_as_string(hide_password=False)
  'some_db://scott:P%40ssw%25rd@host'

For the above escaped password string ``'P%40ssw%rd'`` to be placed into a ``ConfigParser`` file that
includes interpolation of percent signs, ``%`` characters are doubled::

  >>> sqlalchemy_quoted_password.replace("%", "%%")
  'P%%40ssw%%25rd'

Here's a complete program that will compose a URL and show the correct configparser form
for a given set of database connection details, as well as illustrate how to assert these
forms for correctness::

    from sqlalchemy import URL, make_url

    database_driver = input("database driver? ")
    username = input("username? ")
    password = input("password? ")
    host = input("host? ")
    port = input("port? ")
    database = input("database? ")

    sqlalchemy_url = URL.create(
        drivername=database_driver,
        username=username,
        password=password,
        host=host,
        port=int(port),
        database=database,
    )

    stringified_sqlalchemy_url = sqlalchemy_url.render_as_string(
        hide_password=False
    )

    # assert make_url round trip
    assert make_url(stringified_sqlalchemy_url) == sqlalchemy_url

    print(
        f"The correctly escaped string that can be passed "
        f"to SQLAlchemy make_url() and create_engine() is:"
        f"\n\n     {stringified_sqlalchemy_url!r}\n"
    )

    percent_replaced_url = stringified_sqlalchemy_url.replace("%", "%%")

    # assert percent-interpolated plus make_url round trip
    assert make_url(percent_replaced_url % {}) == sqlalchemy_url

    print(
        f"The SQLAlchemy URL that can be placed in a ConfigParser "
        f"file such as alembic.ini is:\n\n      "
        f"sqlalchemy.url = {percent_replaced_url}\n"
    )

The above program should eliminate any ambiguity when placing a SQLAlchemy
URL into a configparser file::

    $ python alembic_pw_script.py
    database driver? postgresql+psycopg2
    username? scott
    password? P@ssw%rd
    host? localhost
    port? 5432
    database? testdb
    The correctly escaped string that can be passed to SQLAlchemy make_url() and create_engine() is:

        'postgresql+psycopg2://scott:P%40ssw%25rd@localhost:5432/testdb'

    The SQLAlchemy URL that can be placed in a ConfigParser file such as alembic.ini is:

          sqlalchemy.url = postgresql+psycopg2://scott:P%%40ssw%%25rd@localhost:5432/testdb




.. _using_pep_621:

Using pyproject.toml for configuration
======================================

.. versionadded:: 1.16.0

As the ``alembic.ini`` file includes a subset of options that are specific to
the organization and production of Python code within the local environment,
these specific options may alternatively be placed in the application's
``pyproject.toml`` file, to allow for :pep:`621` compliant configuration.

Use of ``pyproject.toml`` does not preclude having an ``alembic.ini`` file as
well, as ``alembic.ini`` is still the default location for **deployment**
details such as database URLs, connectivity options, and logging to be present.
However, as connectivity and logging is consumed only by user-managed code
within the ``env.py`` file, it is feasible to have an environment that does not
require the ``alembic.ini`` file itself to be present at all, if these
configurational elements are consumed from other places elsewhere in the
application.   Alembic will still run successfully if only a ``pyproject.toml``
file is present and no ``alembic.ini`` is found.


To start with a pyproject configuration, the most straightforward approach is
to use the ``pyproject`` template::

    alembic init --template pyproject alembic

The output states that the existing pyproject file is being augmented with
additional directives::

    Creating directory /path/to/yourproject/alembic...done
    Creating directory /path/to/yourproject/alembic/versions...done
    Appending to /path/to/yourproject/pyproject.toml...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/pyproject.toml' and
    '/path/to/yourproject/alembic.ini' before proceeding.

Alembic's template runner will generate a new ``pyproject.toml`` file if
one does not exist, or it will append directives to an existing ``pyproject.toml``
file that does not already include alembic directives.

Within the ``pyproject.toml`` file, the default section generated looks mostly
like the ``alembic.ini`` file, with the welcome exception that lists of values
are supported directly; this means the values ``prepend_sys_path`` and
``version_locations`` are specified as lists.   The ``%(here)s`` token also
remains available as the absolute path to the ``pyproject.toml`` file::

    [tool.alembic]
    # path to migration scripts
    script_location = "%(here)s/alembic"

    # template used to generate migration file names; The default value is %%(rev)s_%%(slug)s
    # Uncomment the line below if you want the files to be prepended with date and time
    # file_template = %%(year)d_%%(month).2d_%%(day).2d_%%(hour).2d%%(minute).2d-%%(rev)s_%%(slug)s
    # Or organize into date-based subdirectories (requires recursive_version_locations = true)
    # file_template = %%(year)d/%%(month).2d/%%(day).2d_%%(hour).2d%%(minute).2d_%%(second).2d_%%(rev)s_%%(slug)s

    # additional paths to be prepended to sys.path. defaults to the current working directory.
    prepend_sys_path = [
        "."
    ]

    # timezone to use when rendering the date within the migration file
    # as well as the filename.
    # If specified, requires the python>=3.9 or backports.zoneinfo library and tzdata library.
    # Any required deps can installed by adding `alembic[tz]` to the pip requirements
    # string value is passed to ZoneInfo()
    # leave blank for localtime
    # timezone =

    # 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 <script_location>/versions.  When using multiple version
    # directories, initial revisions must be specified with --version-path.
    # version_locations = [
    #    "%(here)s/alembic/versions",
    #    "%(here)s/foo/bar"
    # ]

    # set to 'true' to search source files recursively
    # in each "version_locations" directory
    # new in Alembic version 1.10
    # recursive_version_locations = false

    # the output encoding used when revision files
    # are written from script.py.mako
    # output_encoding = "utf-8"


    # This section defines scripts or Python functions that are run
    # on newly generated revision scripts.  See the documentation for further
    # detail and examples
    # [[tool.alembic.post_write_hooks]]
    # format using "black" - use the console_scripts runner,
    # against the "black" entrypoint
    # name = "black"
    # type = "console_scripts"
    # entrypoint = "black"
    # options = "-l 79 REVISION_SCRIPT_FILENAME"
    #
    # [[tool.alembic.post_write_hooks]]
    # lint with attempts to fix using "ruff" - use the exec runner,
    # execute a binary
    # name = "ruff"
    # type = "exec"
    # executable = "%(here)s/.venv/bin/ruff"
    # options = "check --fix REVISION_SCRIPT_FILENAME"

.. tip:: As Alembic adds support for interpolation tokens like ``%(here)s`` to
   its handling of ``pyproject.toml`` values, the same percent-sign escaping
   steps that apply to ``alembic.ini`` configuration variables also apply
   to ``pyproject.toml``, even though database URLs are not configured in this
   file.  This escaping can be seen in the sample ``file_template`` value
   above.   See the section :ref:`escaping_percent_signs` for background.

The ``alembic.ini`` file for this template is truncated and contains
only database configuration and logging configuration::

    [alembic]

    # database URL.  This is consumed by the user-maintained env.py script only.
    # other means of configuring database URLs may be customized within the env.py
    # file.
    sqlalchemy.url = driver://user:pass@localhost/dbname

    # Logging configuration.  This is also consumed by the user-maintained
    # env.py script only.
    [loggers]
    keys = root,sqlalchemy,alembic

    [handlers]
    keys = console

    [formatters]
    keys = generic

    [logger_root]
    level = WARNING
    handlers = console
    qualname =

    [logger_sqlalchemy]
    level = WARNING
    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

When ``env.py`` is configured to obtain database connectivity and logging
configuration from places other than ``alembic.ini``, the file can be
omitted altogether.

.. _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

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

.. note::

   As illustrated above, to use ranges that start with a negative number (i.e.
   a dash), due to a
   `bug in argparse <https://github.com/python/cpython/issues/53580>`_ , either
   the syntax ``-r-<base>:<head>``, without any space, must be used as above::

     $ alembic history -r-3:current

   or if using ``--rev-range``, an equals sign must be used::

     $ alembic history --rev-range=-3:current

   Using quotes or escape symbols will not work if there's a space after
   the argument name.

View all revisions from 1975 to the head::

  $ alembic history -r1975ea:




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`.