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A buildout recipe to install and configure OpenERP

Project description

anybox.recipe.openerp
=====================

This is a `Buildout <https://github.com/buildout/buildout>`_ recipe that can
download, install and configure one or several OpenERP servers, web clients,
gtk clients and addons modules, from official or custom sources, or any bzr,
hg, git or svn repositories. It currently supports versions 6.0, 6.1 and 7.0,
with gunicorn deployment and an additional cron worker. It works under Linux
and MacOs. It might work under Windows but it is untested.

For a **quickstart** you can jump to the howto_ section.

A "Buildout recipe" is the engine behind a Buildout "part". A "buildout part"
is a part of a larger application built with the Buildout sandbox build system.
Using Buildout is harmless for your system because it is entirely
self-contained in a single directory: just delete the directory and the
buildout is gone. You never have to use administrative rights, except for
build dependencies.

.. contents::

Recipes
~~~~~~~

You get 3 recipes at once. The recipe to use is the following:

For the server::

recipe = anybox.recipe.openerp:server

For the web client::

recipe = anybox.recipe.openerp:webclient

For the gtk client::

recipe = anybox.recipe.openerp:gtkclient

Default options from zc.recipe.egg
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

This recipe reuses the *zc.recipe.egg:scripts* recipe, so the options
are the same (*eggs*, *interpreter*, etc.), and some changes, documented below.

Consult the documentation here http://pypi.python.org/pypi/zc.recipe.egg/1.3.2

The main useful ones are below:

eggs
----

Starting from version 0.16 of the recipe, you don't need to put anything in
this option by default. But you may specify additional eggs needed by addons,
or just useful ones::

eggs =
ipython
openobject-library

scripts
-------

The behaviour of this option is slightly modified :
by default, no script other than those directly related to OpenERP are
generated, but you may specify some explicitely, with the same semantics as the
normal behaviour (we simply set an empty default value, which means to not
produce scripts)::

scripts =
change_tz

In the current state, beware to *not* require the same script in different
parts or rename them. See
https://bugs.launchpad.net/anybox.recipe.openerp/+bug/1020967 for details.

interpreter
-----------

This is the default `interpreter` option of `zc.recipe.egg` that specifies the name
of the Python interpreter that shoud be included in the ``bin`` directory of the buildout::

interpreter = erp_python


Specific options
~~~~~~~~~~~~~~~~

The recipe also adds a few specific options:

version
-------

Specifies the OpenERP version to use. It can be:

The **version number** of an official OpenERP (server, web client or gtk client)::

version = 6.0.3

A **custom download**::

version = url http://example.com/openerp.tar.gz

An absolute or a relative **path**::

version = path /my/path/to/a/custom/openerp

A custom **bzr, hg, git or svn** branch or repository. The syntax is the same
as the `addons` option (see below)::

version = bzr lp:openobject-server/6.1 openerp61 last:1

A **nightly** build::

version = nightly 6.1 20120814-233345

or (dangerously unpinned version)::

version = nightly 6.1 latest

or even more dangerous::

version = nightly trunk latest


addons
------

Specifies additional OpenERP addons, either a local path or a repository.

Example::

addons = local ../some/relative/path/for/custom_addons/
local /some/other/absolute/path/for/custom_addons
bzr lp:openobject-addons/trunk/ addons0 last:1
hg http://example.com/some_addons addons1 default
git http://example.com/some_addons addons2 master
svn http://example.com/some_addons addons3 head
bzr lp:openerp-web/trunk/ openerp-web last:1 subdir=addons

When using ``local`` paths you can either specify a directory holding
addons, or a single addon. In that latter case, it will be actually
placed one directory below.

.. warning::

Never name one of these addons directory simply ``addons``. It
leads to obscure and blocking install errors for addons in other
directories, claiming that some files don't exist while they do.

For remote repositories, the syntax is:

``TYPE URL DESTINATION REVISION [OPTIONS]``

* *TYPE* can be ``bzr``, ``hg``, ``git`` or ``svn``
* *URL* is any URL scheme supported by the versionning tool
* *DESTINATION* is the local directory that will be created (relative or absolute)
* *REVISION* is any version specification supported (revision, tag, etc.)
* *OPTIONS* take the form ``name=value``. Currently, only the ``subdir``
option is recognized. If used, the given subdirectory of the
repository is registered as an addons directory.

Repositories are updated on each build according to the specified
revision. You must be careful with the revision specification.

Buildout offline mode is supported. In that case, update to the
specified revision is performed, if the VCS allows it (Subversion does not).

script_name
-----------

OpenERP startup scripts are created in the `bin` directory. By default the name is:
start_<part_name>, so you can have several startup scripts for each part if you
configure several OpenERP servers or clients. You can pass additional typical
arguments to the server via the startup script, such as -i or -u options.

You can choose another name for the script by using the *script_name*
option ::

script_name = start_erp

startup_delay
-------------

Specifies a delay in seconds to wait before actually launching OpenERP. This
option was a preliminary hack to support both gunicorn instance and a legacy
instance. The Gunicorn startup script (see below) itself is not affected by
this setting ::

startup_delay = 3

with_devtools
-------------
Allows to load development and install useful devlopment and testing
tools, notably the following scripts:

* ``test_openerp``: a uniform test launcher for all supported
versions. See test_script_name option below for details.
* ``openerp_command``: see openerp_command_name option below for
details. Not installed for OpenERP major versions less than or equal to 6.1.

This option is False by default, hence it's activated this way::

with_devtools = true

It will also add some dependencies that are typical to development
setups (tests related packages etc.) and automatically load where
needed helpers, such as `anybox.testing.datetime
<http://pypi.python.org/pypi/anybox.testing.datetime>`_ (allows to
cheat with system time).

test_script_name
----------------
If the ``with_devtools`` is set to True, the recipe will create a
test script, which is named by default ``test_<part_name>``. You may
override the name in the configuration as in the following example::

test_script_name = test_erp

The test script takes the same arguments as the regular startup
script::

bin/test_openerp --help
bin/test_openerp -d test_db -i purchase,sale

At the time of this writing, all this script does compared to the
regular startup script is to bring uniformity across OpenERP versions
by tweaking options internally.

base_url
--------

URL from which to download official and nightly versions
(assuming the archive filenames are constistent with those in
OpenERP download server). This is a basic mirroring capability::

base_url = http://download.example.com/openerp/

openerp-downloads-directory
---------------------------

Allows to share OpenERP downloads among several buildouts. You should put this
option in your ``~/.buildout/default.cfg`` file. It specifies the destination
download directory for OpenERP archives. The path may be absolute or relative
to the buildout directory.

Example::

[buildout]
openerp-downloads-directory = /home/user/.buildout/openerp-downloads

gunicorn
--------

Gunicorn integration is only supported on OpenERP >= 6.1.
This option makes the recipe generate a script to start OpenERP with Gunicorn
and (*new in version 1.1*) a dedicated script to handle cron jobs.

It currently support two values: ``direct`` and ``proxied``

Direct mode
```````````
Direct mode should be used to let Gunicorn serve requests directly::

gunicorn = direct

Proxied mode
````````````

Use this mode if you plan to run Gunicorn behind a reverse proxy::

gunicorn = proxied

Gunicorn options
````````````````

Gunicorn-specific options are to be specified with the ``gunicorn.``
prefix and will end up in the the Gunicorn python configuration file
``etc/gunicorn_<part_name>.conf.py``, such as::

gunicorn.workers = 8

If you don't specify ``gunicorn.bind``, then a value is constructed
from the relevant options for the OpenERP script (currently
``options.xmlrpc_port`` and ``options.xmlrpc_interface``).

Other supported options and their default values are::

gunicorn.workers = 4
gunicorn.timeout = 240
gunicorn.max_requests = 2000

Finally, you can specify the Gunicorn script name with the
``gunicorn_script_name`` option. The configuration file will be named
accordingly.

openerp_command_name
--------------------

OpenERP Command Line Tools (openerp-command for short) is an
alternative set of command-line tools that may someday subsede the
current monolithic startup script. Currently experimental, but
already very useful in development mode.

It is currently enabled if the ``with_devtools`` option is on.

This works by requiring the ``openerp-command`` python
distribution, which is not on PyPI as of this writting. You may want
to use the ``vcsdevelop`` extension to get it from Launchpad::

[buildout]
extensions = gp.vcsdevelop
vcs-extend-develop = bzr+http://bazaar.launchpad.net/openerp/openerp-command#egg=openerp-command

As for other scripts, you can control its name of the produced script, e.g::

openerp_command_name = oe

the name defaults otherwise to ``<part_name>_command``. Note that
``oe`` is the classical name for this script outside of the realm of
this buildout recipe.

.. warning::

Do not use to launch production servers, especially in an automatic
way, openerp-command is really unstable and that may damage your
installation.


OpenERP options
---------------

You can define OpenERP options directly from the buildout file. The OpenERP
configuration files are generated by OpenERP itself in the `etc` directory of
the buildout during the first Buildout run. You can overwrite these options
from the recipe section of your ``buildout.cfg``. The options in the buildout
file must be written using a dotted notation prefixed with the name of the
corresponding section of the OpenERP config file. The specified options will
just overwrite the existing options in the corresponding config files. You
don't have to replicate all the options in your ``buildout.cfg``. If an option
or a section does not natively exist in the openerp config file, it can be
created from there for your application.

For example you can specify the xmlrpc port for the server or
even an additional option that does not exist in the default config file::

options.xmlrpc_port = 8069
options.additional_option = "foobar"

It will end-up in the server config as::

[options]
xmlrpc_port = 8069
additional_option = "foobar"

For the web client you can specify the company url with::

global.server.socket_port = 8080
openerp-web.company.url = 'http://anybox.fr'

It will modify the corresponding web client config::

[global]
server.socket_port = 8080

[openerp-web]
company.url = 'http://anybox.fr'


.. note:: Note that for security reason, the superadmin password is not set by
default. If you want to create a database you should temporary set it manually
in the etc/openerp.conf file



.. _howto:

How to create and bootstrap a buildout
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

To create a buildout and run the build, you just need **1 file** and **2 commands**:

- Create a single ``buildout.cfg`` file.
- Be sure you installed all your build dependencies
- Bootstrap the buildout with: ``python bootstrap.py``
- Run the build with: ``bin/buildout``

The same with more details below :

Creating the buildout
---------------------

Create a ``buildout.cfg`` file in an empty directory, containing the
configuration of the `example 6.1`_ section.

.. _dependencies:

Installing build dependencies
-----------------------------

You basically need typical development tools needed to build all the Python
dependency eggs of OpenERP. You can do this by yourself with your system or
Linux distribution.

Or if you're using a Debian system, we provide a single dependency package you
can use to install all dependencies in one shot:

Add the following line in your ``/etc/apt/sources.list``::

deb http://apt.anybox.fr/openerp common main

Install the dependency package::

$ sudo aptitude update
$ sudo aptitude install openerp-server-system-build-deps

You can uninstall this package with `aptitude` after the build to automatically remove all un-needed dependencies.

Bootstrapping the buildout
--------------------------

Bootstrapping the buildout consists in creating the basic structure of the buildout, and installing buildout itself in the directory.

The easiest and recommended way to bootstrap is to use a ``bootstrap.py`` script::

$ wget https://raw.github.com/buildout/buildout/master/bootstrap/bootstrap.py
$ python bootstrap.py

As an alternative and more complicated solution, you may also bootstrap by
creating a virtualenv, installing zc.buildout, then run the bootstrap::

$ virtualenv sandbox
$ sandbox/bin/pip install zc.buildout
$ sandbox/bin/buildout bootstrap

Running the build
-----------------

Just run ::

$ bin/buildout

Starting OpenERP
----------------

Just run ::

$ bin/start_openerp


.. _example 6.1:

Example OpenERP 6.1 buildout
~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Here is a very simple example for a latest OpenERP 6.1 nightly and a
custom addon hosted on Bitbucket:

::

[buildout]
parts = openerp
versions = versions
find-links = http://download.gna.org/pychart/

[openerp]
recipe = anybox.recipe.openerp:server
# replace '6.1' with 'trunk' to get a 7.0 current nightly:
version = nightly 6.1 latest
addons = hg https://bitbucket.org/anybox/anytracker addons-at default

[versions]
MarkupSafe = 0.15
Pillow = 1.7.7
PyXML = 0.8.4
babel = 0.9.6
feedparser = 5.1.1
gdata = 2.0.16
lxml = 2.3.3
mako = 0.6.2
psycopg2 = 2.4.4
pychart = 1.39
pydot = 1.0.28
pyparsing = 1.5.6
python-dateutil = 1.5
python-ldap = 2.4.9
python-openid = 2.2.5
pytz = 2012b
pywebdav = 0.9.4.1
pyyaml = 3.10
reportlab = 2.5
simplejson = 2.4.0
vatnumber = 1.0
vobject = 0.8.1c
werkzeug = 0.8.3
xlwt = 0.7.3
zc.buildout = 1.5.2
zc.recipe.egg = 1.3.2
zsi = 2.0-rc3


.. note:: with OpenERP 6.1 the web client is natively included in the server as a
simple module. In that case you don't need to write a separate part for the web
client, unless that's what you really want to do.


Example OpenERP 6.0 buildout
~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Here is a sample buildout with version specification, 2 OpenERP servers (with
one using the latest 6.0 branch on the launchpad) using only NETRPC and
listening on 2 different ports, and 2 web clients::

[buildout]
parts = openerp1 web1 openerp2 web2
#allow-picked-versions = false
versions = versions
find-links = http://download.gna.org/pychart/

[openerp1]
recipe = anybox.recipe.openerp:server
version = 6.0.3
options.xmlrpc = False
options.xmlrpcs = False

[web1]
recipe = anybox.recipe.openerp:webclient
version = 6.0.3

[openerp2]
recipe = anybox.recipe.openerp:server
version = bzr lp:openobject-server/6.0 openobject-server-6.x last:1

options.xmlrpc = False
options.xmlrpcs = False
options.netrpc_port = 8170

[web2]
recipe = anybox.recipe.openerp:webclient
version = 6.0.3
global.openerp.server.port = '8170'
global.server.socket_port = 8180

[versions]
MarkupSafe = 0.15
Pillow = 1.7.7
anybox.recipe.openerp = 0.9
caldav = 0.1.10
collective.recipe.cmd = 0.5
coverage = 3.5
distribute = 0.6.25
feedparser = 5.0.1
lxml = 2.1.5
mako = 0.4.2
nose = 1.1.2
psycopg2 = 2.4.2
pychart = 1.39
pydot = 1.0.25
pyparsing = 1.5.6
python-dateutil = 1.5
pytz = 2012b
pywebdav = 0.9.4.1
pyyaml = 3.10
reportlab = 2.5
vobject = 0.8.1c
z3c.recipe.scripts = 1.0.1
zc.buildout = 1.5.2
zc.recipe.egg = 1.3.2
Babel = 0.9.6
FormEncode = 1.2.4
simplejson = 2.1.6


Other sample buildouts
~~~~~~~~~~~~~~~~~~~~~~

Here are a few ready-to-use buildouts:

(Be sure to install system dependencies_ first)

OpenERP with the development branches of the Magento connector addons::

$ hg clone https://bitbucket.org/anybox/openerp_connect_magento_buildout
$ cd openerp_connect_magento_buildout
$ python bootstrap.py
$ bin/buildout
$ bin/start_openerp

OpenERP with the development branches of the Prestashop connector addons::

$ hg clone https://bitbucket.org/anybox/openerp_connect_prestashop_buildout
$ cd openerp_connect_prestashop_buildout
$ python bootstrap.py
$ bin/buildout
$ bin/start_openerp

Other examples are available in the archive of this recipe, and used in the
`anybox buildbot <http://buildbot.anybox.fr/>`_ which is powered by
`anybox.buildbot.openerp <http://pypi.python.org/pypi/anybox.buildbot.openerp>`_.


Contribute
~~~~~~~~~~

Authors and contributors:

* Christophe Combelles
* Georges Racinet

The primary branch is on the launchpad:

* Code repository and bug tracker: https://launchpad.net/anybox.recipe.openerp
* PyPI page: http://pypi.python.org/pypi/anybox.recipe.openerp

Please don't hesitate to give feedback and especially report bugs or
ask for new features through launchpad at this URL: https://bugs.launchpad.net/anybox.recipe.openerp/+bugs


Changes
~~~~~~~

1.2.1 (08-11-2012)
----------------

- Fixed an error in user feedback if openerp-command package is missing but
needed

1.2 (07-11-2012)
----------------

- launchpad #1073917: separated test command (bin/test_openerp)
- launchpad #1073127: support for openerp-command
- major improvement of test coverage in server recipe
- included buildout configurations for buildbotting of the recipe in source
distribution

1.1.5 (14-10-2012)
------------------
- Improved documentation (bootstrap and sample buildouts)
- Re-enabled support for trunk nightly (and maybe 7.0 final)
- fixed a packaging problem with openerp-cron-worker in 1.1.4

1.1.3 (26-09-2012)
------------------
- launchpad #1041231: Resilience to changes of bzr locations
- launchpad #1049519: openerp-cron-worker startup script
- launchpad #1025144: By default, admin passwd is now disabled
- launchpad #1054667: Problem with current dev nightlies for OpenERP 6.2
- fixed a packaging problem with openerp-cron-worker in 1.1.2

1.0.3 (24-08-2012)
------------------
- no actual difference with 1.0 (only changelogs and the like)

1.0 (24-08-2012)
----------------
- launchpad #1040011: works with current OpenERP trunk (future 7.0)
- launchpad #1027994: 'base_url' option, to download from mirrors
- launchpad #1035978: restored 'local' version scheme for OpenERP
itself. Also implemented the 'url' version scheme.
- removed deprecated renaming of 6.1 to 6.1-1
- Refactored the documentation

0.17 (07-08-2012)
-----------------
- launchpad #1033525: startup_delay option
- launchpad #1019888: Gunicorn integration.
- launchpad #1019886: installation of 'openerp' as a develop distribution, and
full python server startup script.
- launchpad #1025617: Support for nightly versions in 6.1 series
- launchpad #1025620: Support for latest version
- launchpad #1034124: Fix interference of buildout options with
gtkclient recipe
- launchpad #1021083: optional development tools loading in startup script
- launchpad #1020967: stop creating scripts by default
- launchpad #1027986: Better handling of interrupted downloads

0.16 (29-06-2012)
-----------------
- launchapd #1017252: relying on Pillow to provide PIL unless PIL is
explicitely wanted.
- launchpad #1014066: lifted the prerequirement for Babel. Now the recipe
installs it if needed before inspection of OpenERP's setup.py

0.15 (14-06-2012)
-----------------
- launchpad #1008931: Mercurial pull don't take URL changes into
account. Now the recipe manages the repo-local hgrc [paths]
section, updates the default paths while storing earlier values
- launchpad #1012899: Update problems with standalone vcs addons
- launchpad #1005509: Now bzr branches are stacked only if
``bzr-stacked-branches`` option is set to ``True``.

0.14.1 (17-05-2012)
-------------------
- launchpad #1000352: fixed a concrete problem in Bzr reraising

0.14 (17-05-2012)
-----------------
- launchpad #1000352: option vcs-clear-retry to retrieve from scratch in case
of diverged Bzr branches. Raising UpdateError in right place would trigger
the same for other VCSes.
- Basic tests for Git and Svn
- Refactor with classes of VCS package

0.13.1 (14-05-2012)
-------------------
- launchpad #997107: fixed vcs-clear-locks option for bzr, that
requires a user confirmation that cannot be bypassed in older versions

0.13 (14-05-2012)
-----------------
- launchpad #998404: more robust calls to hg and bzr (w/ unit tests),
and have exception raised if vcs call failed (break early, break
often).
- launchpad #997107: vcs-clear-locks option (currently interpreted by
Bzr only)

0.12 (02-05-2012)
-----------------
- launchpad #993362: addons subdir option, and made repositories being
one addon usable by creating an intermediate directory.

0.11 (18-04-2012)
-----------------

- Faster tarball inspection (see lp issue #984237)
- Shared downloads and more generally configurable downloads
directory, see https://blueprints.launchpad.net/anybox.recipe.openerp/+spec/shared-downloads

0.10 (02-04-2012)
-----------------

- fixed the sample buildouts in the readme file

0.9 (23-03-2012)
----------------

- Clean-up and refactoring
- Removed `url` option (download url supported through `version`)
- Support OpenERP 6.1 and 6.0
- Added an 'addons' option allowing remote repositories and local directories
- Improved error messages
- Updated the documentation
- Handle bad Babel import in setup.py
- Support offline mode of buildout
- Create gtk client config without starting it

0.8 (20-12-2011)
----------------

- handle deploying custom bzr branches

0.7 (14-09-2011)
----------------

- handle new sections in openerp config

0.6 (11-09-2011)
----------------

- Overwrite config files each time
- Make the "dsextras" error more explicit (install PyGObject and PyGTK)
- fixed some deps
- improved the doc

0.5 (10-08-2011)
----------------

- Use dotted notation to add openerp options in the generated configs

0.4 (09-08-2011)
----------------

- Added support for the web client and gtk client

0.3 (08-08-2011)
----------------

- fixed config file creation

0.2 (08-08-2011)
----------------

- Pass the trailing args to the startup script of the server

0.1 (07-08-2011)
----------------

- Initial implementation for the OpenERP server only

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