Welcome to Arches Controlled Lists!

Arches Controlled Lists is an Arches application designed to manage controlled lists and reference data within the Arches platform.

Please see the project page for more information on the Arches project.

Installation

If you are installing Arches Controlled Lists for the first time, we strongly recommend that you install it as an Arches application into a existing (or new) project. Running Arches Controlled Lists as a standalone project can provide some convenience if you are a developer contributing to the Arches Controlled Lists project but you risk conflicts when upgrading to the next version of Arches Controlled Lists.

Install Arches Controlled Lists using the following command:

pip install arches-controlled-lists

For developer install instructions, see the Developer Setup section below.

Project Configuration

1. If you don't already have an Arches project, you'll need to create one by following the instructions in the Arches documentation.

2. When your project is ready, make the following changes to INSTALLED_APPS:

• Move "my_project_name" to the top
• Add "arches_controlled_lists", "arches_querysets", and "arches_vue_components" above "arches"
• Add "django.contrib.postgres" and "pgtrigger" to the bottom of the tuple along with any other arches applications:

  INSTALLED_APPS = (
      "my_project_name"
      ...
      "arches_controlled_lists"
      "arches_querysets",
      "arches_vue_components",
      "arches"
      ...
      "django.contrib.postgres",
      "pgtrigger",
  )
  

3. Make sure the following settings are added to your project

   REFERENCES_INDEX_NAME = "references"
   ELASTICSEARCH_CUSTOM_INDEXES = [
       {
           "module": "arches_controlled_lists.search_indexes.reference_index.ReferenceIndex",
           "name": REFERENCES_INDEX_NAME,
           "should_update_asynchronously": True,
       }
   ]
   TERM_SEARCH_TYPES = [
       {
           "type": "term",
           "label": _("Term Matches"),
           "key": "terms",
           "module": "arches.app.search.search_term.TermSearch",
       },
       {
           "type": "concept",
           "label": _("Concepts"),
           "key": "concepts",
           "module": "arches.app.search.concept_search.ConceptSearch",
       },
       {
           "type": "reference",
           "label": _("References"),
           "key": REFERENCES_INDEX_NAME,
           "module": "arches_controlled_lists.search_indexes.reference_index.ReferenceIndex",
       },
   ]
   
   ES_MAPPING_MODIFIER_CLASSES = [
       "arches_controlled_lists.search.references_es_mapping_modifier.ReferencesEsMappingModifier"
   ]
   

4. Next ensure arches and arches_controlled_lists are included as dependencies in package.json

   "dependencies": {
       "arches": "archesproject/arches#stable/8.1.3",
       "arches-vue-components": "archesproject/arches-vue-components#stable/2.0.2",
       "arches_controlled_lists": "archesproject/arches-controlled-lists#stable/1.2.0",
   }
   

5. Update urls.py to include the arches_controlled_lists and arches_vue_components urls

   urlpatterns = [
       path("", include("arches_controlled_lists.urls")),
       path("", include("arches_vue_components.urls")),
   ] + static(settings.MEDIA_URL, document_root=settings.MEDIA_ROOT)
   

6. Run the arches application migrations (models and other data)

   python manage.py migrate arches_controlled_lists
   

7. Start your project

   python manage.py runserver
   

8. Next cd into your project's app directory (the one with package.json) install and build front-end dependencies:

   npm install
   npm run build_development
   

Developer Setup (for contributing to the Arches Controlled Lists project)

1. Download the arches-controlled-lists repo:

   a. If using the Github CLI: gh repo clone archesproject/arches-controlled-lists

   b. If not using the Github CLI: git clone https://github.com/archesproject/arches-controlled-lists.git

2. Download the arches package:

   a. If using the Github CLI: gh repo clone archesproject/arches

   b. If not using the Github CLI: git clone https://github.com/archesproject/arches.git

3. Create a virtual environment outside of both repositories:

   python3 -m venv ENV
   

4. Activate the virtual enviroment in your terminal:

   source ENV/bin/activate
   

5. Navigate to the arches-controlled-lists directory, and install the project (with development dependencies):

   cd arches-controlled-lists
   pip install -e . --group dev
   

6. Also install core arches for local development:

   pip install -e ../arches
   

7. Run the Django server:

   python manage.py runserver
   

8. (From the arches-controlled-lists top-level directory) install the frontend dependencies:

   npm install
   

9. Once the dependencies have been installed, generate the static asset bundle:

   a. If you're planning on editing HTML/CSS/JavaScript files, run npm start. This will start a development server that will automatically detect changes to static assets and rebuild the bundle.

   b. If you're not planning on editing HTML/CSS/JavaScript files, run npm run build_development

10. If you ran npm start in the previous step, you will need to open a new terminal window and activate the virtual environment in the new terminal window. If you ran npm run build_development then you can skip this step.

11. Setup the database:

    python manage.py setup_db
    

12. In the terminal window that is running the Django server, halt the server and restart it.

    (ctrl+c to halt the server)
    python manage.py runserver
    

Committing changes

NOTE: Changes are committed to the arches-controlled-lists repository.

1. Navigate to the repository

   cd arches-controlled-lists
   

2. Cut a new git branch

   git checkout origin/main -b my-descriptive-branch-name
   

3. If updating models or branches

   1. Manually export the model or branch from the project

   2. Manually move the exported model or branch into one of the subdirectories in the arches-controlled-lists/arches_controlled_lists/pkg/graphs directory.

4. Add your changes to the current git commit

   git status
   git add -- path/to/file path/to/second/file
   git commit -m "Descriptive commit message"
   

5. Update the remote repository with your commits:

   git push origin HEAD
   

6. Navigate to https://github.com/archesproject/arches-controlled-lists/pulls to see and commit the pull request