helerm - Helsinki Electronic Records Management Classification System

Installation

Manual setup

• Make sure you have the following prerequisites installed:

  • Python 3.9
  • PostgreSQL 14.x

• Setup and activate a virtualenv (virtualenvwrapper is a nice tool to handle virtualenvs)

• Install required Python packages

pip install -r requirements.txt

• Copy config_dev.env.example to config_dev.env and edit according to your needs. DATABASE_URL is the one setting that you will need to uncomment and possibly edit.

• Create a database

sudo -u postgres createuser -L -R -S helerm
sudo -u postgres createdb -Ohelerm helerm

• Create database tables etc.

python manage.py migrate

• To enable Finnish translations, run

python manage.py compilemessages

• You will probably need a superuser as well

python manage.py createsuperuser

Docker compose setup

Make sure you have Docker and Docker Compose 2.x installed. See https://docs.docker.com/compose/install/ for instructions.

Copy .docker/django/.env.example to .docker/django/.env and edit according to your needs. The file is copiously commented.

• See the docker-entrypoint.sh part in .env.example file for setting what happens when the container starts.

cp .docker/django/.env.example .docker/django/.env

Build and start the containers. By default, the container initializes the database and starts the Django dev server.

docker compose up

You're now ready to go! The Django dev server is available at http://localhost:8080/

You can run manage.py commands in the container. E.g. to perform database migrations:

docker compose exec django python manage.py migrate

Development

• pip-tools is used to ease requirement handling. To install development packages, run

pip-sync requirements.txt dev-requirements.txt

• To start the development server, run

python manage.py runserver 127.0.0.1:8000

Admin ui will be located at http://127.0.0.1:8000/admin/

API root will be located at http://127.0.0.1:8000/v1/

Import

• First you need to import classifications and create attributes

python manage.py import_classifications data/helsinki-functions.csv
python manage.py create_attributes

• It is also possible to import attributes from an excel file

python manage.py import_attributes <excel file>

• Temporary step: the old data model requires a function object for every available function code even when there is no actual data for the function. Those initial functions can be created based on current classification by running

python manage.py create_initial_functions

• Actual data can then be imported by running

python manage.py import_data <data excel file>

• To import a function template run

python manage.py import_template <data excel file> <sheet name> [template name]

Export

• All data can be exported to a XML file by running

python manage.py export_data <xml file>

• Or using the API http://127.0.0.1:8000/export/