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update readme: open projects

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Nicolas Florentin 2016-05-03 11:27:01 +02:00
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README.md
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# FabManager # FabManager
FabManager is the FabLab management solution. It is web-based, open-source and totally free. FabManager is the FabLab management solution. It is web-based, open-source and totally free.
##### Table of Contents ##### Table of Contents
@ -25,8 +25,9 @@ FabManager is the FabLab management solution. It is web-based, open-source and t
7.2. [Configuration](#i18n-configuration)<br/> 7.2. [Configuration](#i18n-configuration)<br/>
7.2.1. [Settings](#i18n-settings)<br/> 7.2.1. [Settings](#i18n-settings)<br/>
7.2.2. [Applying changes](#i18n-apply) 7.2.2. [Applying changes](#i18n-apply)
8. [Known issues](#known-issues) 8. [Open Projects](#open-projects)
9. [Related Documentation](#related-documentation) 9. [Known issues](#known-issues)
10. [Related Documentation](#related-documentation)
@ -63,7 +64,7 @@ Contributions are welcome. Please read [the contribution guidelines](CONTRIBUTIN
1. Install RVM with the ruby version specified in the [.ruby-version file](.ruby-version). 1. Install RVM with the ruby version specified in the [.ruby-version file](.ruby-version).
For more details about the process, Please read the [official RVM documentation](http://rvm.io/rvm/install). For more details about the process, Please read the [official RVM documentation](http://rvm.io/rvm/install).
2. Retrieve the project from Git 2. Retrieve the project from Git
```bash ```bash
@ -72,24 +73,24 @@ Contributions are welcome. Please read [the contribution guidelines](CONTRIBUTIN
3. Install the software dependencies. 3. Install the software dependencies.
- For Ubuntu/Debian: - For Ubuntu/Debian:
```bash ```bash
sudo apt-get install libpq-dev postgresql-9.4 redis-server imagemagick sudo apt-get install libpq-dev postgresql-9.4 redis-server imagemagick
``` ```
- For MacOS X: - For MacOS X:
```bash ```bash
brew install postgresql redis imagemagick brew install postgresql redis imagemagick
``` ```
4. Init the RVM instance and check it was correctly configured 4. Init the RVM instance and check it was correctly configured
```bash ```bash
cd fab-manager cd fab-manager
rvm current rvm current
# Must print ruby-X.Y.Z@fab-manager (where X.Y.Z match the version in .ruby-version) # Must print ruby-X.Y.Z@fab-manager (where X.Y.Z match the version in .ruby-version)
``` ```
5. Install bundler in the current RVM gemset 5. Install bundler in the current RVM gemset
```bash ```bash
@ -101,39 +102,39 @@ Contributions are welcome. Please read [the contribution guidelines](CONTRIBUTIN
```bash ```bash
bundle install bundle install
``` ```
7. Create the default configuration files **and configure them!** (see the [Environment Configuration](#environment-configuration) section) 7. Create the default configuration files **and configure them!** (see the [Environment Configuration](#environment-configuration) section)
```bash ```bash
cp config/database.yml.default config/database.yml cp config/database.yml.default config/database.yml
cp config/application.yml.default config/application.yml cp config/application.yml.default config/application.yml
vi config/application.yml vi config/application.yml
# or use your favorite text editor instead of vi (nano, ne...) # or use your favorite text editor instead of vi (nano, ne...)
``` ```
8. Build the database. You may have to follow the steps described in [the PostgreSQL installation chapter](#postgresql) before, if you don't already have a working installation of PostgreSQL. 8. Build the database. You may have to follow the steps described in [the PostgreSQL installation chapter](#postgresql) before, if you don't already have a working installation of PostgreSQL.
```bash ```bash
rake db:setup rake db:setup
``` ```
9. Create the pids folder used by Sidekiq. If you want to use a different location, you can configure it in `config/sidekiq.yml` 9. Create the pids folder used by Sidekiq. If you want to use a different location, you can configure it in `config/sidekiq.yml`
```bash ```bash
mkdir -p tmp/pids mkdir -p tmp/pids
``` ```
10. Start the development web server 10. Start the development web server
```bash ```bash
foreman s -p 3000 foreman s -p 3000
``` ```
11. You should now be able to access your local development FabManager instance by accessing `http://localhost:3000` in your web browser. 11. You should now be able to access your local development FabManager instance by accessing `http://localhost:3000` in your web browser.
12. You can login as the default administrator using the following credentials: 12. You can login as the default administrator using the following credentials:
- user: admin@fab-manager.com - user: admin@fab-manager.com
- password: adminadmin - password: adminadmin
<a name="environment-configuration"></a> <a name="environment-configuration"></a>
### Environment Configuration ### Environment Configuration
@ -171,10 +172,10 @@ Retrieve them from https://dashboard.stripe.com/account/apikeys.
STRIPE_CURRENCY STRIPE_CURRENCY
Currency used by stripe to charge the final customer. Currency used by stripe to charge the final customer.
See https://support.stripe.com/questions/which-currencies-does-stripe-support for a list of available 3-letters ISO code. See https://support.stripe.com/questions/which-currencies-does-stripe-support for a list of available 3-letters ISO code.
**BEWARE**: stripe currency cannot be changed during the application life. **BEWARE**: stripe currency cannot be changed during the application life.
Changing the currency after the application has already run, may result in several bugs and prevent the users to pay through stripe. Changing the currency after the application has already run, may result in several bugs and prevent the users to pay through stripe.
So set this setting carefully before starting the application for the first time. So set this setting carefully before starting the application for the first time.
@ -235,7 +236,7 @@ See the [Settings](#i18n-settings) section of the [Internationalization (i18n)](
1. Create the file `/etc/apt/sources.list.d/pgdg.list`, and append it one the following lines: 1. Create the file `/etc/apt/sources.list.d/pgdg.list`, and append it one the following lines:
- `deb http://apt.postgresql.org/pub/repos/apt/ trusty-pgdg main` (Ubuntu 14.04 Trusty) - `deb http://apt.postgresql.org/pub/repos/apt/ trusty-pgdg main` (Ubuntu 14.04 Trusty)
- `deb http://apt.postgresql.org/pub/repos/apt/ jessie-pgdg main` (Debian 8 Jessie) - `deb http://apt.postgresql.org/pub/repos/apt/ jessie-pgdg main` (Debian 8 Jessie)
2. Import the repository signing key, and update the package lists 2. Import the repository signing key, and update the package lists
@ -249,14 +250,14 @@ See the [Settings](#i18n-settings) section of the [Internationalization (i18n)](
```bash ```bash
sudo apt-get install postgresql-9.4 sudo apt-get install postgresql-9.4
``` ```
<a name="postgresql-on-macosx"></a> <a name="postgresql-on-macosx"></a>
### Install and launch PostgreSQL on MacOS X ### Install and launch PostgreSQL on MacOS X
This assumes you have [Homebrew](http://brew.sh/) installed on your system. This assumes you have [Homebrew](http://brew.sh/) installed on your system.
Otherwise, please follow the official instructions on the project's website. Otherwise, please follow the official instructions on the project's website.
1. Update brew and install PostgreSQL 1. Update brew and install PostgreSQL
```bash ```bash
@ -264,7 +265,7 @@ Otherwise, please follow the official instructions on the project's website.
brew install postgres brew install postgres
``` ```
2. Launch PostgreSQL 2. Launch PostgreSQL
```bash ```bash
# Start postgresql at login with launchd # Start postgresql at login with launchd
@ -272,7 +273,7 @@ Otherwise, please follow the official instructions on the project's website.
# Load PostgreSQL now # Load PostgreSQL now
launchctl load ~/Library/LaunchAgents/homebrew.mxcl.postgresql.plist launchctl load ~/Library/LaunchAgents/homebrew.mxcl.postgresql.plist
``` ```
<a name="setup-fabmanager-in-postgresql"></a> <a name="setup-fabmanager-in-postgresql"></a>
### Setup the FabManager database in PostgreSQL ### Setup the FabManager database in PostgreSQL
@ -290,7 +291,7 @@ To create it, please follow these instructions:
```bash ```bash
psql psql
``` ```
3. Create a new user in PostgreSQL (in this example, the user will be named `sleede`) 3. Create a new user in PostgreSQL (in this example, the user will be named `sleede`)
```sql ```sql
@ -302,14 +303,14 @@ To create it, please follow these instructions:
```sql ```sql
ALTER ROLE sleede WITH CREATEDB; ALTER ROLE sleede WITH CREATEDB;
``` ```
5. Then, create the fablab_development and fablab_test databases 5. Then, create the fablab_development and fablab_test databases
```sql ```sql
CREATE DATABASE fablab_development OWNER sleede; CREATE DATABASE fablab_development OWNER sleede;
CREATE DATABASE fablab_test OWNER sleede; CREATE DATABASE fablab_test OWNER sleede;
``` ```
6. To finish, attribute a password to this user 6. To finish, attribute a password to this user
```sql ```sql
@ -321,7 +322,7 @@ To create it, please follow these instructions:
ElasticSearch is a powerful search engine based on Apache Lucene combined with a NoSQL database used as a cache to index data and quickly process complex requests on it. ElasticSearch is a powerful search engine based on Apache Lucene combined with a NoSQL database used as a cache to index data and quickly process complex requests on it.
In FabManager, it is used for the admin's statistics module and to perform searches in projects. In FabManager, it is used for the admin's statistics module and to perform searches in projects.
<a name="elasticsearch-on-debian"></a> <a name="elasticsearch-on-debian"></a>
### Install ElasticSearch on Ubuntu/Debian ### Install ElasticSearch on Ubuntu/Debian
@ -330,14 +331,14 @@ For a more detailed guide concerning the ElasticSearch installation, please chec
1. Install the OpenJDK's Java Runtime Environment (JRE). ElasticSearch recommends that you install Java 8 update 20 or later. 1. Install the OpenJDK's Java Runtime Environment (JRE). ElasticSearch recommends that you install Java 8 update 20 or later.
Please check that your distribution's version meet this requirement. Please check that your distribution's version meet this requirement.
```bash ```bash
sudo apt-get install openjdk-8-jre sudo apt-get install openjdk-8-jre
``` ```
1. Create the file `/etc/apt/sources.list.d/elasticsearch-1.x.list`, and append it the following line: 1. Create the file `/etc/apt/sources.list.d/elasticsearch-1.x.list`, and append it the following line:
`deb http://packages.elastic.co/elasticsearch/1.x/debian stable main` `deb http://packages.elastic.co/elasticsearch/1.x/debian stable main`
2. Import the repository signing key, and update the package lists 2. Import the repository signing key, and update the package lists
```bash ```bash
@ -350,9 +351,9 @@ For a more detailed guide concerning the ElasticSearch installation, please chec
```bash ```bash
sudo apt-get install elasticsearch sudo apt-get install elasticsearch
``` ```
4. To automatically start ElasticSearch during bootup, then, depending if your system is compatible with SysV (eg. Ubuntu 14.04) or uses systemd (eg. Debian 8), you will need to run: 4. To automatically start ElasticSearch during bootup, then, depending if your system is compatible with SysV (eg. Ubuntu 14.04) or uses systemd (eg. Debian 8), you will need to run:
```bash ```bash
# System V # System V
sudo update-rc.d elasticsearch defaults 95 10 sudo update-rc.d elasticsearch defaults 95 10
@ -374,18 +375,18 @@ brew install homebrew/versions/elasticsearch17
<a name="setup-fabmanager-in-elasticsearch"></a> <a name="setup-fabmanager-in-elasticsearch"></a>
### Setup ElasticSearch for the FabManager ### Setup ElasticSearch for the FabManager
1. Launch the associated rake tasks in the project folder. 1. Launch the associated rake tasks in the project folder.
This will create the fields mappings in ElasticSearch DB This will create the fields mappings in ElasticSearch DB
```bash ```bash
rake fablab:es_build_stats rake fablab:es_build_stats
``` ```
2. Every nights, the statistics for the day that just ended are built automatically at 01:00 (AM). 2. Every nights, the statistics for the day that just ended are built automatically at 01:00 (AM).
See [schedule.yml](config/schedule.yml) to modify this behavior. See [schedule.yml](config/schedule.yml) to modify this behavior.
If the scheduled task wasn't executed for any reason (eg. you are in a dev environment and your computer was turned off at 1 AM), you can force the statistics data generation in ElasticSearch, running the following commands in a rails console. If the scheduled task wasn't executed for any reason (eg. you are in a dev environment and your computer was turned off at 1 AM), you can force the statistics data generation in ElasticSearch, running the following commands in a rails console.
```bash ```bash
rails c rails c
``` ```
@ -410,7 +411,7 @@ Check the files located in `config/locales`:
- Front app translations (angular.js) are located in `config/locales/app.scope.XX.yml`. - Front app translations (angular.js) are located in `config/locales/app.scope.XX.yml`.
Where scope has one the following meaning : Where scope has one the following meaning :
- admin: translations of the administrator views (manage and configure the FabLab). - admin: translations of the administrator views (manage and configure the FabLab).
- logged: translations of the end-user's views accessible only to connected users. - logged: translations of the end-user's views accessible only to connected users.
- public: translation of end-user's views publicly accessible to anyone. - public: translation of end-user's views publicly accessible to anyone.
- shared: translations shared by many views (like forms or buttons). - shared: translations shared by many views (like forms or buttons).
- Back app translations (Ruby on Rails) are located in `config/locales/XX.yml`. - Back app translations (Ruby on Rails) are located in `config/locales/XX.yml`.
@ -432,8 +433,8 @@ Please refer to the official [angular-translate documentation](http://angular-tr
<a name="i18n-translation-back"></a> <a name="i18n-translation-back"></a>
#### Back-end translations #### Back-end translations
Back-end translations uses the [Ruby on Rails syntax](http://guides.rubyonrails.org/i18n.html) but some complex interpolations are interpreted by [MessageFormat](https://github.com/format-message/message-format-rb) and are marked as it in comments. Back-end translations uses the [Ruby on Rails syntax](http://guides.rubyonrails.org/i18n.html) but some complex interpolations are interpreted by [MessageFormat](https://github.com/format-message/message-format-rb) and are marked as it in comments.
**DO NOT confuse the syntaxes.** **DO NOT confuse the syntaxes.**
In each cases, some inline comments are included in the localisation files. In each cases, some inline comments are included in the localisation files.
They can be recognized as they start with the sharp character (#). They can be recognized as they start with the sharp character (#).
@ -443,7 +444,7 @@ These comments are not required to be translated, they are intended to help the
<a name="i18n-configuration"></a> <a name="i18n-configuration"></a>
### Configuration ### Configuration
Locales configurations are made in `config/application.yml`. Locales configurations are made in `config/application.yml`.
If you are in a development environment, your can keep the default values, otherwise, in production, values must be configured carefully. If you are in a development environment, your can keep the default values, otherwise, in production, values must be configured carefully.
<a name="i18n-settings"></a> <a name="i18n-settings"></a>
@ -452,24 +453,24 @@ If you are in a development environment, your can keep the default values, other
Configure Ruby on Rails for l10n. Configure Ruby on Rails for l10n.
Be sure that `config/locales/rails.XX.yml` exists, where `XX` match your configured RAILS_LOCALE. Be sure that `config/locales/rails.XX.yml` exists, where `XX` match your configured RAILS_LOCALE.
You can find templates of these files at https://github.com/svenfuchs/rails-i18n/tree/rails-4-x/rails/locale. You can find templates of these files at https://github.com/svenfuchs/rails-i18n/tree/rails-4-x/rails/locale.
Be aware that **this file MUST contain the CURRENCY symbol used to generate invoices** (among other things). Be aware that **this file MUST contain the CURRENCY symbol used to generate invoices** (among other things).
Default is **en**. Default is **en**.
MOMENT_LOCALE MOMENT_LOCALE
Configure the moment.js library for l10n.
See `vendor/assets/components/moment/locale/*.js` for a list of available locales. Configure the moment.js library for l10n.
See `vendor/assets/components/moment/locale/*.js` for a list of available locales.
Default is **en** (even if it's not listed). Default is **en** (even if it's not listed).
SUMMERNOTE_LOCALE SUMMERNOTE_LOCALE
Configure the javascript summernote editor for l10n. Configure the javascript summernote editor for l10n.
See `vendor/assets/components/summernote/lang/summernote-*.js` for a list of available locales. See `vendor/assets/components/summernote/lang/summernote-*.js` for a list of available locales.
Default is **en-US** (even if it's not listed). Default is **en-US** (even if it's not listed).
ANGULAR_LOCALE ANGULAR_LOCALE
@ -493,7 +494,7 @@ See vendor/assets/components/messageformat/locale/*.js for a list of available l
Configure the fullCalendar JS agenda library. Configure the fullCalendar JS agenda library.
See `vendor/assets/components/fullcalendar/dist/lang/*.js` for a list of available locales. Default is **en** (even if it's not listed). See `vendor/assets/components/fullcalendar/dist/lang/*.js` for a list of available locales. Default is **en** (even if it's not listed).
ELASTICSEARCH_LANGUAGE_ANALYZER ELASTICSEARCH_LANGUAGE_ANALYZER
This configure the language analyzer for indexing and searching in projects with ElasticSearch. This configure the language analyzer for indexing and searching in projects with ElasticSearch.
@ -501,22 +502,22 @@ See https://www.elastic.co/guide/en/elasticsearch/reference/1.7/analysis-lang-an
TIME_ZONE TIME_ZONE
In Rails: set Time.zone default to the specified zone and make Active Record auto-convert to this zone. Run `rake time:zones:all` for a list of available time zone names. In Rails: set Time.zone default to the specified zone and make Active Record auto-convert to this zone. Run `rake time:zones:all` for a list of available time zone names.
Default is **UTC**. Default is **UTC**.
WEEK_STARTING_DAY WEEK_STARTING_DAY
Configure the first day of the week in your locale zone (generally monday or sunday). Configure the first day of the week in your locale zone (generally monday or sunday).
D3_DATE_FORMAT D3_DATE_FORMAT
Date format for dates displayed in statistics charts. Date format for dates displayed in statistics charts.
See https://github.com/mbostock/d3/wiki/Time-Formatting#format for available formats. See https://github.com/mbostock/d3/wiki/Time-Formatting#format for available formats.
UIB_DATE_FORMAT UIB_DATE_FORMAT
Date format for dates displayed and parsed in date pickers. Date format for dates displayed and parsed in date pickers.
See https://angular-ui.github.io/bootstrap/#uibdateparser-s-format-codes for a list available formats. See https://angular-ui.github.io/bootstrap/#uibdateparser-s-format-codes for a list available formats.
**BEWARE**: years format with less than 4 digits will result in problems because the system won't be able to distinct dates with the same less significant digits, eg. 50 could mean 1950 or 2050. **BEWARE**: years format with less than 4 digits will result in problems because the system won't be able to distinct dates with the same less significant digits, eg. 50 could mean 1950 or 2050.
@ -525,6 +526,23 @@ See https://angular-ui.github.io/bootstrap/#uibdateparser-s-format-codes for a l
After modifying any values concerning the localisation, restart the application (ie. web server) to apply these changes in the i18n configuration. After modifying any values concerning the localisation, restart the application (ie. web server) to apply these changes in the i18n configuration.
<a name="open-projects"></a>
## Open Projects
**This configuration is optional.**
You can configure your fab-manager to synchronize every project with the [Open Projects platform](https://github.com/LaCasemate/openlab-projects). It's very simple and straightforward
and in return, your users will be able to search over projects from all fab-manager instances from within your platform. The deal is fair, you share your projects and as reward you benefits
from projects of the whole community.
If you want to try it, you can visit [this fab-manager](https://fablab.lacasemate.fr/#!/projects) and see projects from different fab-managers.
To start using this awesome feature, there are a few steps:
- send a mail to **contact@fab-manager.com** asking for your Open Projects client's credentials and giving them the name of your fab-manager, they will give you an `OPENLAB_APP_ID` and an `OPENLAB_APP_SECRET`
- fill in the value of the keys in your `application.yml`
- start your fab-manager app
- export your projects to open-projects (if you already have projects created on your fab-manager, unless you can skip that part) executing this command: `bundle exec rake fablab:openlab:bulk_export`
Go to your project gallery and enjoy seeing your projects available from everywhere ! That's all.
<a name="known-issues"></a> <a name="known-issues"></a>
## Known issues ## Known issues
@ -539,10 +557,10 @@ After modifying any values concerning the localisation, restart the application
web.1 | Exiting web.1 | Exiting
worker.1 | ...lib/redis/client.rb...:in `_parse_options' worker.1 | ...lib/redis/client.rb...:in `_parse_options'
This may happen when the `application.yml` file is missing. This may happen when the `application.yml` file is missing.
To solve this issue copy `config/application.yml.default` to `config/application.yml`. To solve this issue copy `config/application.yml.default` to `config/application.yml`.
This is required before the first start. This is required before the first start.
- Due to a stripe limitation, you won't be ble to create plans longer than one year. - Due to a stripe limitation, you won't be ble to create plans longer than one year.
- When running the tests suite with `rake test`, all tests may fail with errors similar to the following: - When running the tests suite with `rake test`, all tests may fail with errors similar to the following:
@ -559,7 +577,7 @@ After modifying any values concerning the localisation, restart the application
PostgreSQL will prevent any users to disable referential integrity on the fly if they doesn't have the `SUPERUSER` role. PostgreSQL will prevent any users to disable referential integrity on the fly if they doesn't have the `SUPERUSER` role.
To fix that, logon as the `postgres` user and run the PostgreSQL shell (see [Setup the FabManager database in PostgreSQL](#setup-fabmanager-in-postgresql) for an example). To fix that, logon as the `postgres` user and run the PostgreSQL shell (see [Setup the FabManager database in PostgreSQL](#setup-fabmanager-in-postgresql) for an example).
Then, run the following command (replace `sleede` with your test database user, as specified in your database.yml): Then, run the following command (replace `sleede` with your test database user, as specified in your database.yml):
ALTER ROLE sleede WITH SUPERUSER; ALTER ROLE sleede WITH SUPERUSER;
DO NOT do this in a production environment, as this would lead to a serious security issue. DO NOT do this in a production environment, as this would lead to a serious security issue.
@ -572,4 +590,3 @@ After modifying any values concerning the localisation, restart the application
- [AngularJS](https://docs.angularjs.org/api) - [AngularJS](https://docs.angularjs.org/api)
- [Angular-Bootstrap](http://angular-ui.github.io/bootstrap/) - [Angular-Bootstrap](http://angular-ui.github.io/bootstrap/)
- [ElasticSearch 1.7](https://www.elastic.co/guide/en/elasticsearch/reference/1.7/index.html) - [ElasticSearch 1.7](https://www.elastic.co/guide/en/elasticsearch/reference/1.7/index.html)