Octokit
Ruby toolkit for the GitHub API.
Upgrading? Check the Upgrade Guide before bumping to a new
major version.
Table of Contents
- Philosophy
- Quick start
- Making requests
- Consuming resources
- Accessing HTTP responses
- Authentication
- Basic Authentication
- OAuth access tokens
- Two-Factor Authentication
- Using a .netrc file
- Application authentication
- Pagination
- Auto pagination
- Working with GitHub Enterprise
- Interacting with the GitHub.com APIs in GitHub Enterprise
- Interacting with the GitHub Enterprise Admin APIs
- Interacting with the GitHub Enterprise Management Console APIs
- SSL Connection Errors
- Configuration and defaults
- Configuring module defaults
- Using ENV variables
- Hypermedia agent
- Hypermedia in Octokit
- URI templates
- The Full Hypermedia Experience™
- Upgrading guide
- Upgrading from 1.x.x
- Advanced usage
- Debugging
- Caching
- Hacking on Octokit.rb
- Running and writing new tests
- Supported Ruby Versions
- Versioning
- License
Philosophy
API wrappers should reflect the idioms of the language in which they were
written. Octokit.rb wraps the GitHub API in a flat API
client that follows Ruby conventions and requires little knowledge of REST.
Most methods have positional arguments for required input and an options hash
for optional parameters, headers, or other options:
Octokit.readme 'al3x/sovereign', :accept => 'application/vnd.github.html'
Quick start
Install via Rubygems
gem install octokit
... or add to your Gemfile
gem "octokit", "~> 4.0"
Making requests
API methods are available as module methods (consuming module-level
configuration) or as client instance methods.
Octokit.configure do |c|
c.login = 'defunkt'
c.password = 'c0d3b4ssssss!'
end
Octokit.user
or
client = Octokit::Client.new(:login => 'defunkt', :password => 'c0d3b4ssssss!')
client.user
Consuming resources
Most methods return a Resource
object which provides dot notation and []
access for fields returned in the API response.
user = Octokit.user 'jbarnette'
puts user.name
puts user.fields
puts user[:company]
user.rels[:gists].href
Note: URL fields are culled into a separate .rels
collection for easier
Hypermedia support.
Accessing HTTP responses
While most methods return a Resource
object or a Boolean, sometimes you may
need access to the raw HTTP response headers. You can access the last HTTP
response with Client#last_response
:
user = Octokit.user 'andrewpthorp'
response = Octokit.last_response
etag = response.headers[:etag]
Authentication
Octokit supports the various authentication methods supported by the GitHub
API:
Basic Authentication
Using your GitHub username and password is the easiest way to get started
making authenticated requests:
client = Octokit::Client.new \
:login => 'defunkt',
:password => 'c0d3b4ssssss!'
user = client.user
user.login
While Basic Authentication allows you to get started quickly, OAuth access
tokens are the preferred way to authenticate on behalf of users.
OAuth access tokens
OAuth access tokens provide two main benefits over using your username
and password:
- Revokable access. Access tokens can be revoked, removing access for only
that token without having to change your password everywhere.
- Limited access. Access tokens have access scopes which allow for more
granular access to API resources. For instance, you can grant a third party
access to your gists but not your private repositories.
To use an access token with the Octokit client, pass your token in the
:access_token
options parameter in lieu of your username and password:
client = Octokit::Client.new(:access_token => "<your 40 char token>")
user = client.user
user.login
You can create access tokens through your GitHub Account Settings
or with a basic authenticated Octokit client:
client = Octokit::Client.new \
:login => 'defunkt',
:password => 'c0d3b4ssssss!'
client.create_authorization(:scopes => ["user"], :note => "Name of token")
Two-Factor Authentication
Two-Factor Authentication brings added security to the account by requiring more information to login.
Using two-factor authentication for API calls is as simple as adding the required header as an option:
client = Octokit::Client.new \
:login => 'defunkt',
:password => 'c0d3b4ssssss!'
user = client.user("defunkt", :headers => { "X-GitHub-OTP" => "<your 2FA token>" })
As you can imagine, this gets annoying quick since two-factor auth tokens are very short lived. So it is recommended to create an oauth token for the user to communicate with the API:
client = Octokit::Client.new \
:login => 'defunkt',
:password => 'c0d3b4ssssss!'
client.create_authorization(:scopes => ["user"], :note => "Name of token",
:headers => { "X-GitHub-OTP" => "<your 2FA token>" })
Using a .netrc file
Octokit supports reading credentials from a netrc file (defaulting to
~/.netrc
). Given these lines in your netrc:
machine api.github.com
login defunkt
password c0d3b4ssssss!
You can now create a client with those credentials:
client = Octokit::Client.new(:netrc => true)
client.login
But I want to use OAuth you say. Since the GitHub API supports using an OAuth
token as a Basic password, you totally can:
machine api.github.com
login defunkt
password <your 40 char token>
Note: Support for netrc requires adding the netrc gem to your Gemfile
or .gemspec
.
Application authentication
Octokit also supports application-only authentication using OAuth application client
credentials. Using application credentials will result in making
anonymous API calls on behalf of an application in order to take advantage of
the higher rate limit.
client = Octokit::Client.new \
:client_id => "<your 20 char id>",
:client_secret => "<your 40 char secret>"
user = client.user 'defunkt'
Many GitHub API resources are paginated. While you may be tempted to start
adding :page
parameters to your calls, the API returns links to the next,
previous, and last pages for you in the Link
response header as Hypermedia
link relations.
issues = Octokit.issues 'rails/rails', :per_page => 100
issues.concat Octokit.last_response.rels[:next].get.data
For smallish resource lists, Octokit provides auto pagination. When this is
enabled, calls for paginated resources will fetch and concatenate the results
from every page into a single array:
Octokit.auto_paginate = true
issues = Octokit.issues 'rails/rails'
issues.length
Note: While Octokit auto pagination will set the page size to the maximum
100
, and seek to not overstep your rate limit, you probably want to use a
custom pattern for traversing large lists.
Working with GitHub Enterprise
With a bit of setup, you can also use Octokit with your Github Enterprise instance.
Interacting with the GitHub.com APIs in GitHub Enterprise
To interact with the "regular" GitHub.com APIs in GitHub Enterprise, simply configure the api_endpoint
to match your hostname. For example:
Octokit.configure do |c|
c.api_endpoint = "https://<hostname>/api/v3/"
end
client = Octokit::Client.new(:access_token => "<your 40 char token>")
Interacting with the GitHub Enterprise Admin APIs
The GitHub Enterprise Admin APIs are under a different client: EnterpriseAdminClient
. You'll need to have an administrator account in order to use these APIs.
admin_client = Octokit::EnterpriseAdminClient.new \
:access_token => "<your 40 char token>",
:api_endpoint => "https://<hostname>/api/v3/"
Octokit.configure do |c|
c.api_endpoint = "https://<hostname>/api/v3/"
c.access_token = "<your 40 char token>"
end
admin_client = Octokit.enterprise_admin_client
Interacting with the GitHub Enterprise Management Console APIs
The GitHub Enterprise Management Console APIs are also under a separate client: EnterpriseManagementConsoleClient
. In order to use it, you'll need to provide both your management console password as well as the endpoint to your management console. This is different than the API endpoint provided above.
management_console_client = Octokit::EnterpriseManagementConsoleClient.new \
:management_console_password => "secret",
:management_console_endpoint = "https://hostname:8633"
Octokit.configure do |c|
c.management_console_endpoint = "https://hostname:8633"
c.management_console_password = "secret"
end
management_console_client = Octokit.enterprise_management_console_client
SSL Connection Errors
You may need to disable SSL temporarily while first setting up your GitHub Enterprise install. You can do that with the following configuration:
client.connection_options[:ssl] = { :verify => false }
Do remember to turn :verify
back to true
, as it's important for secure communication.
Configuration and defaults
While Octokit::Client
accepts a range of options when creating a new client
instance, Octokit's configuration API allows you to set your configuration
options at the module level. This is particularly handy if you're creating a
number of client instances based on some shared defaults. Changing options
affects new instances only and will not modify existing Octokit::Client
instances created with previous options.
Configuring module defaults
Every writable attribute in {Octokit::Configurable} can be set one at a time:
Octokit.api_endpoint = 'http://api.github.dev'
Octokit.web_endpoint = 'http://github.dev'
or in batch:
Octokit.configure do |c|
c.api_endpoint = 'http://api.github.dev'
c.web_endpoint = 'http://github.dev'
end
Using ENV variables
Default configuration values are specified in {Octokit::Default}. Many
attributes will look for a default value from the ENV before returning
Octokit's default.
Octokit.api_endpoint
Deprecation warnings and API endpoints in development preview warnings are
printed to STDOUT by default, these can be disabled by setting the ENV
OCTOKIT_SILENT=true
.
Hypermedia agent
Starting in version 2.0, Octokit is hypermedia-enabled. Under the hood,
{Octokit::Client} uses Sawyer, a hypermedia client built on Faraday.
Hypermedia in Octokit
Resources returned by Octokit methods contain not only data but hypermedia
link relations:
user = Octokit.user 'technoweenie'
user.rels[:repos].href
repos = user.rels[:repos].get.data
repos.last.name
When processing API responses, all *_url
attributes are culled in to the link
relations collection. Any url
attribute becomes .rels[:self]
.
URI templates
You might notice many link relations have variable placeholders. Octokit
supports URI Templates for parameterized URI expansion:
repo = Octokit.repo 'pengwynn/pingwynn'
rel = repo.rels[:issues]
rel.get.data
rel.get(:uri => {:number => 2}).data
The Full Hypermedia Experience™
If you want to use Octokit as a pure hypermedia API client, you can start at
the API root and follow link relations from there:
root = Octokit.root
root.rels[:repository].get :uri => {:owner => "octokit", :repo => "octokit.rb" }
root.rels[:user_repositories].get :uri => { :user => "octokit" },
:query => { :type => "owner" }
Octokit 3.0 aims to be hypermedia-driven, removing the internal URL
construction currently used throughout the client.
Upgrading guide
Version 4.0
Version 3.0 includes a couple breaking changes when upgrading from v2.x.x:
The default media type is now v3
instead of beta
. If
you need to request the older media type, you can set the default media type
for the client:
Octokit.default_media_type = "application/vnd.github.beta+json"
or per-request
Octokit.emails(:accept => "application/vnd.github.beta+json")
The long-deprecated Octokit::Client#create_download
method has been removed.
Upgrading from 1.x.x
Version 2.0 includes a completely rewritten Client
factory that now memoizes
client instances based on unique configuration options. Breaking changes also
include:
:oauth_token
is now :access_token
:auto_traversal
is now :auto_paginate
Hashie::Mash
has been removed. Responses now return a Sawyer::Resource
object. This new type behaves mostly like a Ruby Hash
, but does not fully
support the Hashie::Mash
API.- Two new client error types are raised where appropriate:
Octokit::TooManyRequests
and Octokit::TooManyLoginAttempts
- The
search_*
methods from v1.x are now found at legacy_search_*
- Support for netrc requires including the netrc gem in your Gemfile or
gemspec.
- DateTime fields are now proper
DateTime
objects. Previous versions outputted DateTime fields as 'String' objects.
Advanced usage
Since Octokit employs Faraday under the hood, some behavior can be
extended via middleware.
Debugging
Often, it helps to know what Octokit is doing under the hood. You can add a
logger to the middleware that enables you to peek into the underlying HTTP
traffic:
stack = Faraday::RackBuilder.new do |builder|
builder.response :logger
builder.use Octokit::Response::RaiseError
builder.adapter Faraday.default_adapter
end
Octokit.middleware = stack
Octokit.user 'pengwynn'
I, [2013-08-22T15:54:38.583300 #88227] INFO -- : get https://api.github.com/users/pengwynn
D, [2013-08-22T15:54:38.583401 #88227] DEBUG -- request: Accept: "application/vnd.github.beta+json"
User-Agent: "Octokit Ruby Gem 2.0.0.rc4"
I, [2013-08-22T15:54:38.843313 #88227] INFO -- Status: 200
D, [2013-08-22T15:54:38.843459 #88227] DEBUG -- response: server: "GitHub.com"
date: "Thu, 22 Aug 2013 20:54:40 GMT"
content-type: "application/json; charset=utf-8"
transfer-encoding: "chunked"
connection: "close"
status: "200 OK"
x-ratelimit-limit: "60"
x-ratelimit-remaining: "39"
x-ratelimit-reset: "1377205443"
...
See the Faraday README for more middleware magic.
Caching
If you want to boost performance, stretch your API rate limit, or avoid paying
the hypermedia tax, you can use Faraday Http Cache.
Add the gem to your Gemfile
gem 'faraday-http-cache'
Next, construct your own Faraday middleware:
stack = Faraday::RackBuilder.new do |builder|
builder.use Faraday::HttpCache, serializer: Marshal, shared_cache: false
builder.use Octokit::Response::RaiseError
builder.adapter Faraday.default_adapter
end
Octokit.middleware = stack
Once configured, the middleware will store responses in cache based on ETag
fingerprint and serve those back up for future 304
responses for the same
resource. See the project README for advanced usage.
Hacking on Octokit.rb
If you want to hack on Octokit locally, we try to make bootstrapping the
project as painless as possible. To start hacking, clone and run:
script/bootstrap
This will install project dependencies and get you up and running. If you want
to run a Ruby console to poke on Octokit, you can crank one up with:
script/console
Using the scripts in ./scripts
instead of bundle exec rspec
, bundle console
, etc. ensures your dependencies are up-to-date.
Running and writing new tests
Octokit uses VCR for recording and playing back API fixtures during test
runs. These cassettes (fixtures) are part of the Git project in the spec/cassettes
folder. If you're not recording new cassettes you can run the specs with existing
cassettes with:
script/test
Octokit uses environmental variables for storing credentials used in testing.
If you are testing an API endpoint that doesn't require authentication, you
can get away without any additional configuration. For the most part, tests
use an authenticated client, using a token stored in ENV['OCTOKIT_TEST_GITHUB_TOKEN']
.
There are several different authenticating method's used across the api.
Here is the full list of configurable environmental variables for testing
Octokit:
ENV Variable | Description |
---|
OCTOKIT_TEST_GITHUB_LOGIN | GitHub login name (preferably one created specifically for testing against). |
OCTOKIT_TEST_GITHUB_PASSWORD | Password for the test GitHub login. |
OCTOKIT_TEST_GITHUB_TOKEN | Personal Access Token for the test GitHub login. |
OCTOKIT_TEST_GITHUB_CLIENT_ID | Test OAuth application client id. |
OCTOKIT_TEST_GITHUB_CLIENT_SECRET | Test OAuth application client secret. |
OCTOKIT_TEST_GITHUB_REPOSITORY | Test repository to perform destructive actions against, this should not be set to any repository of importance. Automatically created by the test suite if nonexistent Default: api-sandbox |
OCTOKIT_TEST_GITHUB_ORGANIZATION | Test organization. |
OCTOKIT_TEST_GITHUB_ENTERPRISE_LOGIN | GitHub Enterprise login name. |
OCTOKIT_TEST_GITHUB_ENTERPRISE_TOKEN | GitHub Enterprise token. |
OCTOKIT_TEST_GITHUB_ENTERPRISE_MANAGEMENT_CONSOLE_PASSWORD | GitHub Enterprise management console password. |
OCTOKIT_TEST_GITHUB_ENTERPRISE_ENDPOINT | GitHub Enterprise hostname. |
OCTOKIT_TEST_GITHUB_ENTERPRISE_MANAGEMENT_CONSOLE_ENDPOINT | GitHub Enterprise Management Console endpoint. |
OCTOKIT_TEST_GITHUB_INTEGRATION | GitHub Integration owned by your test organization. |
OCTOKIT_TEST_GITHUB_INTEGRATION_INSTALLATION | Installation of the GitHub Integration specified above. |
OCTOKIT_TEST_INTEGRATION_PEM_KEY | File path to the private key generated from your integration. |
Since we periodically refresh our cassettes, please keep some points in mind
when writing new specs.
- Specs should be idempotent. The HTTP calls made during a spec should be
able to be run over and over. This means deleting a known resource prior to
creating it if the name has to be unique.
- Specs should be able to be run in random order. If a spec depends on
another resource as a fixture, make sure that's created in the scope of the
spec and not depend on a previous spec to create the data needed.
- Do not depend on authenticated user info. Instead of asserting
actual values in resources, try to assert the existence of a key or that a
response is an Array. We're testing the client, not the API.
Supported Ruby Versions
This library aims to support and is tested against the following Ruby
implementations:
- Ruby 2.0
- Ruby 2.1
- Ruby 2.2
- Ruby 2.3
If something doesn't work on one of these Ruby versions, it's a bug.
This library may inadvertently work (or seem to work) on other Ruby
implementations, but support will only be provided for the versions listed
above.
If you would like this library to support another Ruby version, you may
volunteer to be a maintainer. Being a maintainer entails making sure all tests
run and pass on that implementation. When something breaks on your
implementation, you will be responsible for providing patches in a timely
fashion. If critical issues for a particular implementation exist at the time
of a major release, support for that Ruby version may be dropped.
Versioning
This library aims to adhere to Semantic Versioning 2.0.0. Violations
of this scheme should be reported as bugs. Specifically, if a minor or patch
version is released that breaks backward compatibility, that version should be
immediately yanked and/or a new version should be immediately released that
restores compatibility. Breaking changes to the public API will only be
introduced with new major versions. As a result of this policy, you can (and
should) specify a dependency on this gem using the Pessimistic Version
Constraint with two digits of precision. For example:
spec.add_dependency 'octokit', '~> 3.0'
The changes made between versions can be seen on the project releases page.
License
Copyright (c) 2009-2014 Wynn Netherland, Adam Stacoviak, Erik Michaels-Ober
Permission is hereby granted, free of charge, to any person obtaining
a copy of this software and associated documentation files (the
"Software"), to deal in the Software without restriction, including
without limitation the rights to use, copy, modify, merge, publish,
distribute, sublicense, and/or sell copies of the Software, and to
permit persons to whom the Software is furnished to do so, subject to
the following conditions:
The above copyright notice and this permission notice shall be
included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE
LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION
OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION
WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.