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getting_started.rst 12KB

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  1. ======================
  2. Building your own shop
  3. ======================
  4. For simplicity, let's assume you're building a new e-commerce project from
  5. scratch and have decided to use Oscar. Let's call this shop 'frobshop'
  6. .. tip::
  7. You can always review the set-up of the
  8. :doc:`Sandbox site <sandbox>` in case you have trouble with
  9. the below instructions.
  10. Install Oscar and its dependencies
  11. ==================================
  12. Install Oscar (which will install Django as a dependency), then create the
  13. project:
  14. .. code-block:: bash
  15. $ mkvirtualenv oscar
  16. $ pip install django-oscar
  17. $ django-admin.py startproject frobshop
  18. If you do not have mkvirtualenv, then replace that line with::
  19. $ virtualenv oscar
  20. $ . ./oscar/bin/activate
  21. (oscar) $
  22. This will create a folder ``frobshop`` for your project. It is highly
  23. recommended to install Oscar in a virtualenv.
  24. .. attention::
  25. Please ensure that ``pillow``, a fork of the the Python Imaging Library
  26. (PIL), gets installed with JPEG support. Supported formats are printed
  27. when ``pillow`` is first installed.
  28. Instructions_ on how to get JPEG support are highly platform specific,
  29. but guides for ``PIL`` should work for ``pillow`` as well. Generally
  30. speaking, you need to ensure that ``libjpeg-dev`` is installed and found
  31. during installation.
  32. .. _Instructions: http://www.google.com/search?q=install+pil+with+jpeg+support
  33. Django settings
  34. ===============
  35. First, edit your settings file ``frobshop.frobshop.settings.py`` to import all of Oscar's default settings.
  36. .. code-block:: django
  37. from oscar.defaults import *
  38. Now modify your ``TEMPLATES`` to include the main Oscar template directory and add the extra
  39. context processors.
  40. .. code-block:: django
  41. from oscar import OSCAR_MAIN_TEMPLATE_DIR
  42. TEMPLATES = [
  43. {
  44. 'BACKEND': 'django.template.backends.django.DjangoTemplates',
  45. 'DIRS': [
  46. os.path.join(BASE_DIR, 'templates'),
  47. OSCAR_MAIN_TEMPLATE_DIR
  48. ],
  49. 'APP_DIRS': True,
  50. 'OPTIONS': {
  51. 'context_processors': [
  52. 'django.template.context_processors.debug',
  53. 'django.template.context_processors.request',
  54. 'django.contrib.auth.context_processors.auth',
  55. 'django.template.context_processors.i18n',
  56. 'django.contrib.messages.context_processors.messages',
  57. 'oscar.apps.search.context_processors.search_form',
  58. 'oscar.apps.promotions.context_processors.promotions',
  59. 'oscar.apps.checkout.context_processors.checkout',
  60. 'oscar.apps.customer.notifications.context_processors.notifications',
  61. 'oscar.core.context_processors.metadata',
  62. ],
  63. },
  64. },
  65. ]
  66. Next, modify ``INSTALLED_APPS`` to be a list, add ``django.contrib.sites``,
  67. ``django.contrib.flatpages``, and ``widget_tweaks`` and append
  68. Oscar's core apps. Also set ``SITE_ID``:
  69. .. code-block:: django
  70. from oscar import get_core_apps
  71. INSTALLED_APPS = [
  72. 'django.contrib.auth',
  73. 'django.contrib.contenttypes',
  74. 'django.contrib.sessions',
  75. 'django.contrib.sites',
  76. 'django.contrib.messages',
  77. 'django.contrib.staticfiles',
  78. 'django.contrib.flatpages',
  79. ...
  80. 'widget_tweaks',
  81. ] + get_core_apps()
  82. SITE_ID = 1
  83. Note that Oscar requires ``django.contrib.flatpages`` which isn't
  84. included by default. ``flatpages`` also requires ``django.contrib.sites``.
  85. More info about installing ``flatpages`` is in the `Django docs`_.
  86. .. _`Django docs`: https://docs.djangoproject.com/en/stable/ref/contrib/flatpages/#installation
  87. .. tip::
  88. Oscar's default templates use django-widget-tweaks_ but it's
  89. optional really. You may decide to use your own templates that
  90. don't use either. Hence why they are not in the 'core apps'.
  91. .. _django-widget-tweaks: https://github.com/kmike/django-widget-tweaks
  92. Next, add ``oscar.apps.basket.middleware.BasketMiddleware`` and
  93. ``django.contrib.flatpages.middleware.FlatpageFallbackMiddleware`` to
  94. your ``MIDDLEWARE`` setting.
  95. .. code-block:: django
  96. MIDDLEWARE = (
  97. ...
  98. 'oscar.apps.basket.middleware.BasketMiddleware',
  99. 'django.contrib.flatpages.middleware.FlatpageFallbackMiddleware',
  100. )
  101. Set your auth backends to:
  102. .. code-block:: django
  103. AUTHENTICATION_BACKENDS = (
  104. 'oscar.apps.customer.auth_backends.EmailBackend',
  105. 'django.contrib.auth.backends.ModelBackend',
  106. )
  107. to allow customers to sign in using an email address rather than a username.
  108. Ensure that your media and static files are `configured correctly`_. This means
  109. at the least setting ``MEDIA_URL`` and ``STATIC_URL``. If you're serving files
  110. locally, you'll also need to set ``MEDIA_ROOT`` and ``STATIC_ROOT``.
  111. Check out the `sandbox settings`_ for a working example. If you're serving
  112. files from a remote storage (e.g. Amazon S3), you must manually copy a
  113. :ref:`"Image not found" image <missing-image-label>` into ``MEDIA_ROOT``.
  114. .. _`configured correctly`: https://docs.djangoproject.com/en/stable/howto/static-files/
  115. .. _sandbox settings: https://github.com/django-oscar/django-oscar/blob/master/sandbox/settings.py#L102
  116. URLs
  117. ====
  118. Alter your ``frobshop/urls.py`` to include Oscar's URLs. You can also include
  119. the Django admin for debugging purposes. But please note that Oscar makes no
  120. attempts at having that be a workable interface; admin integration exists
  121. to ease the life of developers.
  122. If you have more than one language set your Django settings for ``LANGUAGES``,
  123. you will also need to include Django's i18n URLs:
  124. .. code-block:: django
  125. from django.conf.urls import include, url # < Django-2.0
  126. # from django.urls import include, path # > Django-2.0
  127. from django.contrib import admin
  128. from oscar.app import application
  129. urlpatterns = [
  130. url(r'^i18n/', include('django.conf.urls.i18n')),
  131. # path('i18n/', include('django.conf.urls.i18n')), # > Django-2.0
  132. # The Django admin is not officially supported; expect breakage.
  133. # Nonetheless, it's often useful for debugging.
  134. url(r'^admin/', admin.site.urls),
  135. # path('admin/', admin.site.urls), # > Django-2.0
  136. url(r'', application.urls),
  137. # path('', application.urls), # > Django-2.0
  138. ]
  139. Search backend
  140. ==============
  141. If you're happy with basic search for now, you can just add Haystack's simple
  142. backend to the ``HAYSTACK_CONNECTIONS`` option in your Django settings:
  143. .. code-block:: django
  144. HAYSTACK_CONNECTIONS = {
  145. 'default': {
  146. 'ENGINE': 'haystack.backends.simple_backend.SimpleEngine',
  147. },
  148. }
  149. Oscar uses Haystack to abstract away from different search backends.
  150. Unfortunately, writing backend-agnostic code is nonetheless hard and
  151. Apache Solr is currently the only supported production-grade backend. Your
  152. Haystack config could look something like this:
  153. .. code-block:: django
  154. HAYSTACK_CONNECTIONS = {
  155. 'default': {
  156. 'ENGINE': 'haystack.backends.solr_backend.SolrEngine',
  157. 'URL': 'http://127.0.0.1:8983/solr',
  158. 'INCLUDE_SPELLING': True,
  159. },
  160. }
  161. Oscar includes a sample schema to get started with Solr. More information can
  162. be found in the
  163. :doc:`recipe on getting Solr up and running</howto/how_to_setup_solr>`.
  164. Database
  165. ========
  166. Check your database settings. A quick way to get started is to use SQLite:
  167. .. code-block:: django
  168. DATABASES = {
  169. 'default': {
  170. 'ENGINE': 'django.db.backends.sqlite3',
  171. 'NAME': 'db.sqlite3',
  172. 'USER': '',
  173. 'PASSWORD': '',
  174. 'HOST': '',
  175. 'PORT': '',
  176. 'ATOMIC_REQUESTS': True,
  177. }
  178. }
  179. Note that we recommend using ``ATOMIC_REQUESTS`` to tie transactions to
  180. requests.
  181. Create database
  182. ---------------
  183. Oscar ships with migrations. Django's migration framework will detect them
  184. automatically and will do the right thing.
  185. Create the database and the shop should be browsable:
  186. .. code-block:: bash
  187. $ python manage.py migrate
  188. $ python manage.py runserver
  189. You should now have an empty, but running Oscar install that you can browse at
  190. http://localhost:8000.
  191. Initial data
  192. ============
  193. The default checkout process requires a shipping address with a country. Oscar
  194. uses a model for countries with flags that indicate which are valid shipping
  195. countries and so the ``country`` database table must be populated before
  196. a customer can check out.
  197. The easiest way to achieve this is to use country data from the `pycountry`_
  198. package. Oscar ships with a management command to parse that data:
  199. .. code-block:: bash
  200. $ pip install pycountry
  201. [...]
  202. $ python manage.py oscar_populate_countries
  203. By default, this command will mark all countries as a shipping country. Call
  204. it with the ``--no-shipping`` option to prevent that. You then need to
  205. manually mark at least one country as a shipping country.
  206. .. _pycountry: https://pypi.python.org/pypi/pycountry
  207. Creating product classes and fulfillment partners
  208. =================================================
  209. Every Oscar deployment needs at least one
  210. :class:`product class <oscar.apps.catalogue.abstract_models.AbstractProductClass>`
  211. and one
  212. :class:`fulfillment partner <oscar.apps.partner.abstract_models.AbstractPartner>`.
  213. These aren't created automatically as they're highly specific to the shop you
  214. want to build.
  215. When managing your catalogue you should always use the Oscar dashboard, which
  216. provides the necessary functionality. Use your Django superuser email and password to login to:
  217. http://127.0.0.1:8000/dashboard/ and create instances of both there.
  218. It is important to note that the Django admin site is not supported. It may
  219. or may not work and is only included in the sandbox for developer's
  220. convenience.
  221. For a deployment setup, we recommend creating product classes
  222. as `data migration`_.
  223. .. _`data migration`: http://codeinthehole.com/writing/prefer-data-migrations-to-initial-data/
  224. Defining the order pipeline
  225. ===========================
  226. The order management in Oscar relies on the order pipeline that
  227. defines all the statuses an order can have and the possible transitions
  228. for any given status. Statuses in Oscar are not just used for an order
  229. but are handled on the line level as well to be able to handle partial
  230. shipping of an order.
  231. The order status pipeline is different for every shop which means that
  232. changing it is fairly straightforward in Oscar. The pipeline is defined in
  233. your ``settings.py`` file using the ``OSCAR_ORDER_STATUS_PIPELINE`` setting.
  234. You also need to specify the initial status for an order and a line item in
  235. ``OSCAR_INITIAL_ORDER_STATUS`` and ``OSCAR_INITIAL_LINE_STATUS``
  236. respectively.
  237. To give you an idea of what an order pipeline might look like take a look
  238. at the Oscar sandbox settings:
  239. .. code-block:: django
  240. OSCAR_INITIAL_ORDER_STATUS = 'Pending'
  241. OSCAR_INITIAL_LINE_STATUS = 'Pending'
  242. OSCAR_ORDER_STATUS_PIPELINE = {
  243. 'Pending': ('Being processed', 'Cancelled',),
  244. 'Being processed': ('Processed', 'Cancelled',),
  245. 'Cancelled': (),
  246. }
  247. Defining the order status pipeline is simply a dictionary of where each
  248. status is given as a key. Possible transitions into other statuses can be
  249. specified as an iterable of status names. An empty iterable defines an
  250. end point in the pipeline.
  251. With these three settings defined in your project you'll be able to see
  252. the different statuses in the order management dashboard.
  253. Next steps
  254. ==========
  255. The next step is to implement the business logic of your domain on top of
  256. Oscar. The fun part.