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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. .. attention::
  67. Before Django 1.8 this setting was split between
  68. ``TEMPLATE_CONTEXT_PROCESSORS`` and ``TEMPLATE_DIRS``.
  69. Next, modify ``INSTALLED_APPS`` to be a list, add ``django.contrib.sites``,
  70. ``django.contrib.flatpages``, and ``widget_tweaks`` and append
  71. Oscar's core apps. Also set ``SITE_ID``:
  72. .. code-block:: django
  73. from oscar import get_core_apps
  74. INSTALLED_APPS = [
  75. 'django.contrib.auth',
  76. 'django.contrib.contenttypes',
  77. 'django.contrib.sessions',
  78. 'django.contrib.sites',
  79. 'django.contrib.messages',
  80. 'django.contrib.staticfiles',
  81. 'django.contrib.flatpages',
  82. ...
  83. 'compressor',
  84. 'widget_tweaks',
  85. ] + get_core_apps()
  86. SITE_ID = 1
  87. Note that Oscar requires ``django.contrib.flatpages`` which isn't
  88. included by default. ``flatpages`` also requires ``django.contrib.sites``.
  89. More info about installing ``flatpages`` is in the `Django docs`_.
  90. .. _`Django docs`: https://docs.djangoproject.com/en/stable/ref/contrib/flatpages/#installation
  91. .. tip::
  92. Oscar's default templates use django-compressor_ and django-widget-tweaks_
  93. but it's optional really. You may decide to use your own templates that
  94. don't use either. Hence why they are not in the 'core apps'.
  95. .. _django-compressor: https://github.com/jezdez/django_compressor
  96. .. _django-widget-tweaks: https://github.com/kmike/django-widget-tweaks
  97. Next, add ``oscar.apps.basket.middleware.BasketMiddleware`` and
  98. ``django.contrib.flatpages.middleware.FlatpageFallbackMiddleware`` to
  99. your ``MIDDLEWARE`` setting (``MIDDLEWARE_CLASSES`` for Django 1.8).
  100. .. code-block:: django
  101. MIDDLEWARE = (
  102. ...
  103. 'oscar.apps.basket.middleware.BasketMiddleware',
  104. 'django.contrib.flatpages.middleware.FlatpageFallbackMiddleware',
  105. )
  106. Set your auth backends to:
  107. .. code-block:: django
  108. AUTHENTICATION_BACKENDS = (
  109. 'oscar.apps.customer.auth_backends.EmailBackend',
  110. 'django.contrib.auth.backends.ModelBackend',
  111. )
  112. to allow customers to sign in using an email address rather than a username.
  113. Ensure that your media and static files are `configured correctly`_. This means
  114. at the least setting ``MEDIA_URL`` and ``STATIC_URL``. If you're serving files
  115. locally, you'll also need to set ``MEDIA_ROOT`` and ``STATIC_ROOT``.
  116. Check out the `sandbox settings`_ for a working example. If you're serving
  117. files from a remote storage (e.g. Amazon S3), you must manually copy a
  118. :ref:`"Image not found" image <missing-image-label>` into ``MEDIA_ROOT``.
  119. .. _`configured correctly`: https://docs.djangoproject.com/en/stable/howto/static-files/
  120. .. _sandbox settings: https://github.com/django-oscar/django-oscar/blob/master/sandbox/settings.py#L102
  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 django.contrib import admin
  132. from oscar.app import application
  133. urlpatterns = [
  134. url(r'^i18n/', include('django.conf.urls.i18n')),
  135. # The Django admin is not officially supported; expect breakage.
  136. # Nonetheless, it's often useful for debugging.
  137. url(r'^admin/', include(admin.site.urls)),
  138. url(r'', include(application.urls)),
  139. ]
  140. Search backend
  141. ==============
  142. If you're happy with basic search for now, you can just add Haystack's simple
  143. backend to the ``HAYSTACK_CONNECTIONS`` option in your Django settings:
  144. .. code-block:: django
  145. HAYSTACK_CONNECTIONS = {
  146. 'default': {
  147. 'ENGINE': 'haystack.backends.simple_backend.SimpleEngine',
  148. },
  149. }
  150. Oscar uses Haystack to abstract away from different search backends.
  151. Unfortunately, writing backend-agnostic code is nonetheless hard and
  152. Apache Solr is currently the only supported production-grade backend. Your
  153. Haystack config could look something like this:
  154. .. code-block:: django
  155. HAYSTACK_CONNECTIONS = {
  156. 'default': {
  157. 'ENGINE': 'haystack.backends.solr_backend.SolrEngine',
  158. 'URL': 'http://127.0.0.1:8983/solr',
  159. 'INCLUDE_SPELLING': True,
  160. },
  161. }
  162. Oscar includes a sample schema to get started with Solr. More information can
  163. be found in the
  164. :doc:`recipe on getting Solr up and running</howto/how_to_setup_solr>`.
  165. Database
  166. ========
  167. Check your database settings. A quick way to get started is to use SQLite:
  168. .. code-block:: django
  169. DATABASES = {
  170. 'default': {
  171. 'ENGINE': 'django.db.backends.sqlite3',
  172. 'NAME': 'db.sqlite3',
  173. 'USER': '',
  174. 'PASSWORD': '',
  175. 'HOST': '',
  176. 'PORT': '',
  177. 'ATOMIC_REQUESTS': True,
  178. }
  179. }
  180. Note that we recommend using ``ATOMIC_REQUESTS`` to tie transactions to
  181. requests.
  182. Create database
  183. ---------------
  184. Oscar ships with migrations. Django's migration framework will detect them
  185. automatically and will do the right thing.
  186. Create the database and the shop should be browsable:
  187. .. code-block:: bash
  188. $ python manage.py migrate
  189. $ python manage.py runserver
  190. You should now have an empty, but running Oscar install that you can browse at
  191. http://localhost:8000.
  192. Initial data
  193. ============
  194. The default checkout process requires a shipping address with a country. Oscar
  195. uses a model for countries with flags that indicate which are valid shipping
  196. countries and so the ``country`` database table must be populated before
  197. a customer can check out.
  198. The easiest way to achieve this is to use country data from the `pycountry`_
  199. package. Oscar ships with a management command to parse that data:
  200. .. code-block:: bash
  201. $ pip install pycountry
  202. [...]
  203. $ python manage.py oscar_populate_countries
  204. By default, this command will mark all countries as a shipping country. Call
  205. it with the ``--no-shipping`` option to prevent that. You then need to
  206. manually mark at least one country as a shipping country.
  207. .. _pycountry: https://pypi.python.org/pypi/pycountry
  208. Creating product classes and fulfillment partners
  209. =================================================
  210. Every Oscar deployment needs at least one
  211. :class:`product class <oscar.apps.catalogue.abstract_models.AbstractProductClass>`
  212. and one
  213. :class:`fulfillment partner <oscar.apps.partner.abstract_models.AbstractPartner>`.
  214. These aren't created automatically as they're highly specific to the shop you
  215. want to build.
  216. When managing your catalogue you should always use the Oscar dashboard, which
  217. provides the necessary functionality. Use your Django superuser email and password to login to:
  218. http://127.0.0.1:8000/dashboard/ and create instances of both there.
  219. It is important to note that the Django admin site is not supported. It may
  220. or may not work and is only included in the sandbox for developer's
  221. convenience.
  222. For a deployment setup, we recommend creating product classes
  223. as `data migration`_.
  224. .. _`data migration`: http://codeinthehole.com/writing/prefer-data-migrations-to-initial-data/
  225. Defining the order pipeline
  226. ===========================
  227. The order management in Oscar relies on the order pipeline that
  228. defines all the statuses an order can have and the possible transitions
  229. for any given status. Statuses in Oscar are not just used for an order
  230. but are handled on the line level as well to be able to handle partial
  231. shipping of an order.
  232. The order status pipeline is different for every shop which means that
  233. changing it is fairly straightforward in Oscar. The pipeline is defined in
  234. your ``settings.py`` file using the ``OSCAR_ORDER_STATUS_PIPELINE`` setting.
  235. You also need to specify the initial status for an order and a line item in
  236. ``OSCAR_INITIAL_ORDER_STATUS`` and ``OSCAR_INITIAL_LINE_STATUS``
  237. respectively.
  238. To give you an idea of what an order pipeline might look like take a look
  239. at the Oscar sandbox settings:
  240. .. code-block:: django
  241. OSCAR_INITIAL_ORDER_STATUS = 'Pending'
  242. OSCAR_INITIAL_LINE_STATUS = 'Pending'
  243. OSCAR_ORDER_STATUS_PIPELINE = {
  244. 'Pending': ('Being processed', 'Cancelled',),
  245. 'Being processed': ('Processed', 'Cancelled',),
  246. 'Cancelled': (),
  247. }
  248. Defining the order status pipeline is simply a dictionary of where each
  249. status is given as a key. Possible transitions into other statuses can be
  250. specified as an iterable of status names. An empty iterable defines an
  251. end point in the pipeline.
  252. With these three settings defined in your project you'll be able to see
  253. the different statuses in the order management dashboard.
  254. Next steps
  255. ==========
  256. The next step is to implement the business logic of your domain on top of
  257. Oscar. The fun part.