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getting_started.rst 11KB

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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. Edit your settings file ``frobshop.frobshop.settings.py`` to specify
  36. ``TEMPLATE_CONTEXT_PROCESSORS``:
  37. .. code-block:: django
  38. TEMPLATE_CONTEXT_PROCESSORS = (
  39. "django.contrib.auth.context_processors.auth",
  40. "django.core.context_processors.request",
  41. "django.core.context_processors.debug",
  42. "django.core.context_processors.i18n",
  43. "django.core.context_processors.media",
  44. "django.core.context_processors.static",
  45. "django.core.context_processors.tz",
  46. "django.contrib.messages.context_processors.messages",
  47. 'oscar.apps.search.context_processors.search_form',
  48. 'oscar.apps.promotions.context_processors.promotions',
  49. 'oscar.apps.checkout.context_processors.checkout',
  50. 'oscar.apps.customer.notifications.context_processors.notifications',
  51. 'oscar.core.context_processors.metadata',
  52. )
  53. Next, modify ``INSTALLED_APPS`` to be a list, add ``South`` and ``compressor``
  54. and append Oscar's core apps:
  55. .. code-block:: django
  56. from oscar import get_core_apps
  57. INSTALLED_APPS = [
  58. 'django.contrib.auth',
  59. 'django.contrib.contenttypes',
  60. 'django.contrib.sessions',
  61. 'django.contrib.sites',
  62. 'django.contrib.messages',
  63. 'django.contrib.staticfiles',
  64. 'django.contrib.flatpages',
  65. ...
  66. 'south',
  67. 'compressor',
  68. ] + get_core_apps()
  69. SITE_ID = 1
  70. Note that Oscar requires ``django.contrib.flatpages`` which isn't
  71. included by default. ``flatpages`` also requires ``django.contrib.sites``,
  72. which won't be enabled by default when using Django 1.6 or upwards.
  73. More info about installing ``flatpages`` is in the `Django docs`_.
  74. .. _`Django docs`: https://docs.djangoproject.com/en/dev/ref/contrib/flatpages/#installation
  75. .. tip::
  76. Oscar's default templates use django-compressor_ but it's optional really.
  77. You may decide to use your own templates that don't use compressor. Hence
  78. why it is not one of the 'core apps'.
  79. .. _django-compressor: https://github.com/jezdez/django_compressor
  80. Next, add ``oscar.apps.basket.middleware.BasketMiddleware`` and
  81. ``django.contrib.flatpages.middleware.FlatpageFallbackMiddleware`` to
  82. your ``MIDDLEWARE_CLASSES`` setting. If you're running on Django 1.5, it is
  83. also recommended to use ``django.middleware.transaction.TransactionMiddleware``:
  84. .. code-block:: django
  85. MIDDLEWARE_CLASSES = (
  86. ...
  87. 'oscar.apps.basket.middleware.BasketMiddleware',
  88. 'django.middleware.transaction.TransactionMiddleware', # Django 1.5 only
  89. 'django.contrib.flatpages.middleware.FlatpageFallbackMiddleware',
  90. )
  91. If you're running Django 1.6 or above, you should enable ``ATOMIC_REQUESTS``
  92. instead (see database settings above).
  93. Set your auth backends to:
  94. .. code-block:: django
  95. AUTHENTICATION_BACKENDS = (
  96. 'oscar.apps.customer.auth_backends.EmailBackend',
  97. 'django.contrib.auth.backends.ModelBackend',
  98. )
  99. to allow customers to sign in using an email address rather than a username.
  100. Ensure that your media and static files are `configured correctly`_. This means
  101. at the least setting ``MEDIA_URL`` and ``STATIC_URL``. If you're serving files
  102. locally, you'll also need to set ``MEDIA_ROOT`` and ``STATIC_ROOT``.
  103. Check out the `sandbox settings`_ for a working example. If you're serving
  104. files from a remote storage (e.g. Amazon S3), you must manually copy a
  105. :ref:`"Image not found" image <missing-image-label>` into ``MEDIA_ROOT``.
  106. .. _`configured correctly`: https://docs.djangoproject.com/en/1.7/howto/static-files/
  107. .. _sandbox settings: https://github.com/tangentlabs/django-oscar/blob/3a5160a86c9b14c940c76a224a28cd37dd29f7f1/sites/sandbox/settings.py#L99
  108. Modify your ``TEMPLATE_DIRS`` to include the main Oscar template directory:
  109. .. code-block:: django
  110. import os
  111. from oscar import OSCAR_MAIN_TEMPLATE_DIR
  112. location = lambda x: os.path.join(
  113. os.path.dirname(os.path.realpath(__file__)), x)
  114. TEMPLATE_DIRS = (
  115. location('templates'),
  116. OSCAR_MAIN_TEMPLATE_DIR,
  117. )
  118. The last addition to the settings file is to import all of Oscar's default settings:
  119. .. code-block:: django
  120. from oscar.defaults import *
  121. URLs
  122. ====
  123. Alter your ``frobshop/urls.py`` to include Oscar's URLs. You can also include
  124. the Django admin for debugging purposes. But please note that Oscar makes no
  125. attempts at having that be a workable interface; admin integration exists
  126. to ease the life of developers.
  127. If you have more than one language set your Django settings for ``LANGUAGES``,
  128. you will also need to include Django's i18n URLs:
  129. .. code-block:: django
  130. from django.conf.urls import include, url
  131. from oscar.app import application
  132. urlpatterns = [
  133. url(r'^i18n/', include('django.conf.urls.i18n')),
  134. # The Django admin is not officially supported; expect breakage.
  135. # Nonetheless, it's often useful for debugging.
  136. url(r'^admin/', include(admin.site.urls)),
  137. url(r'', include(application.urls)),
  138. ]
  139. Search backend
  140. ==============
  141. If you're happy with basic search for now, you can just use Haystack's simple
  142. backend:
  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, # Django 1.6+
  177. }
  178. }
  179. Note that we recommend using ``ATOMIC_REQUESTS`` to tie transactions to
  180. requests.
  181. Then create the database and the shop should be browsable:
  182. .. code-block:: bash
  183. $ python manage.py syncdb --noinput
  184. $ python manage.py migrate
  185. $ python manage.py runserver
  186. You should now have an empty, but running Oscar install that you can browse at
  187. http://localhost:8000.
  188. Fixtures
  189. ========
  190. The default checkout process requires a shipping address with a country. Oscar
  191. uses a model for countries with flags that indicate which are valid shipping
  192. countries and so the ``country`` database table must be populated before
  193. a customer can check out.
  194. The easiest way to achieve this is to use country data from the `pycountry`_
  195. package. Oscar ships with a management command to parse that data::
  196. .. code-block:: bash
  197. $ pip install pycountry
  198. [...]
  199. $ python manage.py oscar_populate_countries
  200. By default, this command will mark all countries as a shipping country. Call
  201. it with the ``--no-shipping`` option to prevent that. You then need to
  202. manually mark at least one country as a shipping country.
  203. .. _pycountry: https://pypi.python.org/pypi/pycountry
  204. Creating product classes and fulfillment partners
  205. =================================================
  206. Every Oscar deployment needs at least one
  207. :class:`product class <oscar.apps.catalogue.abstract_models.AbstractProductClass>`
  208. and one
  209. :class:`fulfillment partner <oscar.apps.partner.abstract_models.AbstractPartner>`.
  210. These aren't created automatically as they're highly specific to the shop you
  211. want to build.
  212. The quickest way to set them up is to log into the Django admin
  213. interface at http://127.0.0.1:8000/admin/ and create instances of both there.
  214. For a deployment setup, we recommend creating them as `data migration`_.
  215. Defining the order pipeline
  216. ===========================
  217. The order management in Oscar relies on the order pipeline that
  218. defines all the statuses an order can have and the possible transitions
  219. for any given status. Statuses in Oscar are not just used for an order
  220. but are handled on the line level as well to be able to handle partial
  221. shipping of an order.
  222. The order status pipeline is different for every shop which means that
  223. changing it is fairly straightforward in Oscar. The pipeline is defined in
  224. your ``settings.py`` file using the ``OSCAR_ORDER_STATUS_PIPELINE`` setting.
  225. You also need to specify the initial status for an order and a line item in
  226. ``OSCAR_INITIAL_ORDER_STATUS`` and ``OSCAR_INITIAL_LINE_STATUS``
  227. respectively.
  228. To give you an idea of what an order pipeline might look like take a look
  229. at the Oscar sandbox settings:
  230. .. code-block:: django
  231. OSCAR_INITIAL_ORDER_STATUS = 'Pending'
  232. OSCAR_INITIAL_LINE_STATUS = 'Pending'
  233. OSCAR_ORDER_STATUS_PIPELINE = {
  234. 'Pending': ('Being processed', 'Cancelled',),
  235. 'Being processed': ('Processed', 'Cancelled',),
  236. 'Cancelled': (),
  237. }
  238. Defining the order status pipeline is simply a dictionary of where each
  239. status is given as a key. Possible transitions into other statuses can be
  240. specified as an iterable of status names. An empty iterable defines an
  241. end point in the pipeline.
  242. With these three settings defined in your project you'll be able to see
  243. the different statuses in the order management dashboard.
  244. Next steps
  245. ==========
  246. The next step is to implement the business logic of your domain on top of
  247. Oscar. The fun part.