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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. 'compressor',
  67. ] + get_core_apps()
  68. SITE_ID = 1
  69. Note that Oscar requires ``django.contrib.flatpages`` which isn't
  70. included by default. ``flatpages`` also requires ``django.contrib.sites``,
  71. which won't be enabled by default when using Django 1.6 or upwards.
  72. More info about installing ``flatpages`` is in the `Django docs`_.
  73. .. _`Django docs`: https://docs.djangoproject.com/en/dev/ref/contrib/flatpages/#installation
  74. .. tip::
  75. Oscar's default templates use django-compressor_ but it's optional really.
  76. You may decide to use your own templates that don't use compressor. Hence
  77. why it is not one of the 'core apps'.
  78. .. _django-compressor: https://github.com/jezdez/django_compressor
  79. Next, add ``oscar.apps.basket.middleware.BasketMiddleware`` and
  80. ``django.contrib.flatpages.middleware.FlatpageFallbackMiddleware`` to
  81. your ``MIDDLEWARE_CLASSES`` setting.
  82. .. code-block:: django
  83. MIDDLEWARE_CLASSES = (
  84. ...
  85. 'oscar.apps.basket.middleware.BasketMiddleware',
  86. 'django.contrib.flatpages.middleware.FlatpageFallbackMiddleware',
  87. )
  88. Set your auth backends to:
  89. .. code-block:: django
  90. AUTHENTICATION_BACKENDS = (
  91. 'oscar.apps.customer.auth_backends.EmailBackend',
  92. 'django.contrib.auth.backends.ModelBackend',
  93. )
  94. to allow customers to sign in using an email address rather than a username.
  95. Ensure that your media and static files are `configured correctly`_. This means
  96. at the least setting ``MEDIA_URL`` and ``STATIC_URL``. If you're serving files
  97. locally, you'll also need to set ``MEDIA_ROOT`` and ``STATIC_ROOT``.
  98. Check out the `sandbox settings`_ for a working example. If you're serving
  99. files from a remote storage (e.g. Amazon S3), you must manually copy a
  100. :ref:`"Image not found" image <missing-image-label>` into ``MEDIA_ROOT``.
  101. .. _`configured correctly`: https://docs.djangoproject.com/en/1.7/howto/static-files/
  102. .. _sandbox settings: https://github.com/tangentlabs/django-oscar/blob/3a5160a86c9b14c940c76a224a28cd37dd29f7f1/sites/sandbox/settings.py#L99
  103. Modify your ``TEMPLATE_DIRS`` to include the main Oscar template directory:
  104. .. code-block:: django
  105. import os
  106. from oscar import OSCAR_MAIN_TEMPLATE_DIR
  107. location = lambda x: os.path.join(
  108. os.path.dirname(os.path.realpath(__file__)), x)
  109. TEMPLATE_DIRS = (
  110. location('templates'),
  111. OSCAR_MAIN_TEMPLATE_DIR,
  112. )
  113. The last addition to the settings file is to import all of Oscar's default settings:
  114. .. code-block:: django
  115. from oscar.defaults import *
  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
  126. from oscar.app import application
  127. urlpatterns = [
  128. url(r'^i18n/', include('django.conf.urls.i18n')),
  129. # The Django admin is not officially supported; expect breakage.
  130. # Nonetheless, it's often useful for debugging.
  131. url(r'^admin/', include(admin.site.urls)),
  132. url(r'', include(application.urls)),
  133. ]
  134. Search backend
  135. ==============
  136. If you're happy with basic search for now, you can just use Haystack's simple
  137. backend:
  138. .. code-block:: django
  139. HAYSTACK_CONNECTIONS = {
  140. 'default': {
  141. 'ENGINE': 'haystack.backends.simple_backend.SimpleEngine',
  142. },
  143. }
  144. Oscar uses Haystack to abstract away from different search backends.
  145. Unfortunately, writing backend-agnostic code is nonetheless hard and
  146. Apache Solr is currently the only supported production-grade backend. Your
  147. Haystack config could look something like this:
  148. .. code-block:: django
  149. HAYSTACK_CONNECTIONS = {
  150. 'default': {
  151. 'ENGINE': 'haystack.backends.solr_backend.SolrEngine',
  152. 'URL': 'http://127.0.0.1:8983/solr',
  153. 'INCLUDE_SPELLING': True,
  154. },
  155. }
  156. Oscar includes a sample schema to get started with Solr. More information can
  157. be found in the
  158. :doc:`recipe on getting Solr up and running</howto/how_to_setup_solr>`.
  159. Database
  160. ========
  161. Check your database settings. A quick way to get started is to use SQLite:
  162. .. code-block:: django
  163. DATABASES = {
  164. 'default': {
  165. 'ENGINE': 'django.db.backends.sqlite3',
  166. 'NAME': 'db.sqlite3',
  167. 'USER': '',
  168. 'PASSWORD': '',
  169. 'HOST': '',
  170. 'PORT': '',
  171. 'ATOMIC_REQUESTS': True,
  172. }
  173. }
  174. Note that we recommend using ``ATOMIC_REQUESTS`` to tie transactions to
  175. requests.
  176. Then create the database and the shop should be browsable:
  177. .. code-block:: bash
  178. $ python manage.py syncdb --noinput
  179. $ python manage.py migrate
  180. $ python manage.py runserver
  181. You should now have an empty, but running Oscar install that you can browse at
  182. http://localhost:8000.
  183. Migrations
  184. ----------
  185. Oscar ships with two sets of migrations. If you're running Django 1.7, you
  186. don't need to do anything; Django's migration framework will detect them
  187. automatically and will do the right thing.
  188. If you're running Django 1.6, you need to install `South`_::
  189. .. code-block:: bash
  190. $ pip install South
  191. And you need to add it to your installed apps:
  192. .. code-block:: django
  193. INSTALLED_APPS = [
  194. ...
  195. 'south',
  196. ] + get_core_apps()
  197. .. _South: http://south.readthedocs.org/en/latest/
  198. Initial data
  199. ============
  200. The default checkout process requires a shipping address with a country. Oscar
  201. uses a model for countries with flags that indicate which are valid shipping
  202. countries and so the ``country`` database table must be populated before
  203. a customer can check out.
  204. The easiest way to achieve this is to use country data from the `pycountry`_
  205. package. Oscar ships with a management command to parse that data::
  206. .. code-block:: bash
  207. $ pip install pycountry
  208. [...]
  209. $ python manage.py oscar_populate_countries
  210. By default, this command will mark all countries as a shipping country. Call
  211. it with the ``--no-shipping`` option to prevent that. You then need to
  212. manually mark at least one country as a shipping country.
  213. .. _pycountry: https://pypi.python.org/pypi/pycountry
  214. Creating product classes and fulfillment partners
  215. =================================================
  216. Every Oscar deployment needs at least one
  217. :class:`product class <oscar.apps.catalogue.abstract_models.AbstractProductClass>`
  218. and one
  219. :class:`fulfillment partner <oscar.apps.partner.abstract_models.AbstractPartner>`.
  220. These aren't created automatically as they're highly specific to the shop you
  221. want to build.
  222. The quickest way to set them up is to log into the Django admin
  223. interface at http://127.0.0.1:8000/admin/ and create instances of both there.
  224. For a deployment setup, we recommend creating them as `data migration`_.
  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.