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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 ``django.contrib.sites``, ``django.contrib.flatpages`` and ``compressor``
  54. and append Oscar's core apps. Also set ``SITE_ID``:
  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/django-oscar/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. Create database
  177. ---------------
  178. Oscar ships with migrations. Django's migration framework will detect them
  179. automatically and will do the right thing.
  180. Create the database and the shop should be browsable:
  181. .. code-block:: bash
  182. $ python manage.py migrate
  183. $ python manage.py runserver
  184. You should now have an empty, but running Oscar install that you can browse at
  185. http://localhost:8000.
  186. Initial data
  187. ============
  188. The default checkout process requires a shipping address with a country. Oscar
  189. uses a model for countries with flags that indicate which are valid shipping
  190. countries and so the ``country`` database table must be populated before
  191. a customer can check out.
  192. The easiest way to achieve this is to use country data from the `pycountry`_
  193. package. Oscar ships with a management command to parse that data:
  194. .. code-block:: bash
  195. $ pip install pycountry
  196. [...]
  197. $ python manage.py oscar_populate_countries
  198. By default, this command will mark all countries as a shipping country. Call
  199. it with the ``--no-shipping`` option to prevent that. You then need to
  200. manually mark at least one country as a shipping country.
  201. .. _pycountry: https://pypi.python.org/pypi/pycountry
  202. Creating product classes and fulfillment partners
  203. =================================================
  204. Every Oscar deployment needs at least one
  205. :class:`product class <oscar.apps.catalogue.abstract_models.AbstractProductClass>`
  206. and one
  207. :class:`fulfillment partner <oscar.apps.partner.abstract_models.AbstractPartner>`.
  208. These aren't created automatically as they're highly specific to the shop you
  209. want to build.
  210. When managing your catalogue you should always use the Oscar dashboard, which
  211. provides the necessary functionality. Login to:
  212. http://127.0.0.1:8000/dashboard/ and create instances of both there.
  213. It is important to note that the Django admin site is not supported. It may
  214. or may not work and is only included in the sandbox for developer's
  215. convenience.
  216. For a deployment setup, we recommend creating product classes
  217. as `data migration`_.
  218. .. _`data migration`: http://codeinthehole.com/writing/prefer-data-migrations-to-initial-data/
  219. Defining the order pipeline
  220. ===========================
  221. The order management in Oscar relies on the order pipeline that
  222. defines all the statuses an order can have and the possible transitions
  223. for any given status. Statuses in Oscar are not just used for an order
  224. but are handled on the line level as well to be able to handle partial
  225. shipping of an order.
  226. The order status pipeline is different for every shop which means that
  227. changing it is fairly straightforward in Oscar. The pipeline is defined in
  228. your ``settings.py`` file using the ``OSCAR_ORDER_STATUS_PIPELINE`` setting.
  229. You also need to specify the initial status for an order and a line item in
  230. ``OSCAR_INITIAL_ORDER_STATUS`` and ``OSCAR_INITIAL_LINE_STATUS``
  231. respectively.
  232. To give you an idea of what an order pipeline might look like take a look
  233. at the Oscar sandbox settings:
  234. .. code-block:: django
  235. OSCAR_INITIAL_ORDER_STATUS = 'Pending'
  236. OSCAR_INITIAL_LINE_STATUS = 'Pending'
  237. OSCAR_ORDER_STATUS_PIPELINE = {
  238. 'Pending': ('Being processed', 'Cancelled',),
  239. 'Being processed': ('Processed', 'Cancelled',),
  240. 'Cancelled': (),
  241. }
  242. Defining the order status pipeline is simply a dictionary of where each
  243. status is given as a key. Possible transitions into other statuses can be
  244. specified as an iterable of status names. An empty iterable defines an
  245. end point in the pipeline.
  246. With these three settings defined in your project you'll be able to see
  247. the different statuses in the order management dashboard.
  248. Next steps
  249. ==========
  250. The next step is to implement the business logic of your domain on top of
  251. Oscar. The fun part.