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Installation

This installation is meant for developers of Open Forms. If you are looking to install Open Forms to try it out, or to run it in production, please consult the documentation for alternative installation methods.

Note

The Developer documentation on Read the Docs provides working internal links, in case you are reading this on Github or elsewhere.

The (backend) project is developed in Python using the Django framework.

For the SDK (frontend), see the Storybook documentation. This covers all SDK related development and will include custom application development documentation in the future.

Prerequisites

You need the following libraries and/or programs:

You will also need the following operating-system libraries:

  • pkg-config
  • libmagic1
  • libxml2-dev
  • libxmlsec1-dev
  • libxmlsec1-openssl
  • libpq-dev

Getting started

Developers can follow the following steps to set up the project on their local development machine.

  1. Navigate to the location where you want to place your project.

  2. Get the code:

    $ git clone [email protected]:open-formulieren/open-forms.git
$ cd open-forms

  3. Install all required libraries.

    $ virtualenv env
$ source env/bin/activate
$ pip install -r requirements/dev.txt

  4. Install and build the frontend libraries:

    $ npm ci --legacy-peer-deps
$ npm run build

  5. Create a .env file with database settings. See dotenv.example for an example.

    $ cp dotenv.example .env

  6. Activate your virtual environment and create the statics and database:

    $ python src/manage.py collectstatic --link
$ python src/manage.py compilemessages
$ python src/manage.py migrate

  7. Create a superuser to access the management interface:

    $ python src/manage.py createsuperuser

  8. You can now run your installation and point your browser to the address given by this command:

    $ python src/manage.py runserver

Note: If you are making local (machine specific) changes, add them to your local .env file or src/openforms/conf/local.py. You can base this file on the example file included in the same directory.

Building and running the frontend code

The backend project (open-forms, as opposed to open-forms-sdk) comes with its own SASS/Javascript build pipeline.

For a one-off build:

npm run build

However, while developing on frontend code, it's recommended to start a watch process that performs incremental builds:

npm start

Using the SDK in the Open Forms backend

The Docker image build copies the build artifacts of the SDK into the backend container. This is not available during local development, but can be mimicked by symlinking or fully copying a build of the SDK to Django's staticfiles. This enables you to use this particular SDK build for local backend dev and testing.

Note

This only builds the SDK once so that you can use it from within the backend project. For actual SDK development, please review the appropriate SDK documentation.

  1. First, ensure you have checked out the SDK repository and made a production build:

    cd /path/to/code/
git clone [email protected]:open-formulieren/open-forms-sdk.git
cd open-forms-sdk
npm install
npm run build

    This produces the production build artifacts in the dist folder, it should contain open-forms-sdk.js and open-forms-sdk.css files.

  2. Next, symlink this so it gets picked up by Django's staticfiles:

    $ ln -s /path/to/code/open-forms-sdk/dist src/openforms/static/sdk

  3. Finally, you can run collectstatic to verify it all works as expected.

    $ python src/manage.py collectstatic

If you're using a tagged version with the SDK code in a subdirectory, you can set the SDK_RELEASE environment variable - it defaults to latest in dev settings.

Update installation

When updating an existing installation:

  1. Activate the virtual environment:

    $ cd open-forms
$ source env/bin/activate

  2. Update the code and libraries:

    $ git pull
$ pip install -r requirements/dev.txt
$ npm install --legacy-peer-deps
$ npm run build

  3. Update the statics and database:

    $ python src/manage.py collectstatic --link
$ python src/manage.py migrate

Documentation build

The documentation lives in the docs folder.

The documentation build includes the SDK changelog, which requires you to set up a symlink (or a dummy file). The preferred approach is using the real symlink.

  1. Ensure you have a clone of the SDK repository, e.g. in /path/to/open-forms-sdk.

  2. Set up the symlink from the changelog file:

    $ ln -s /path/to/open-forms-sdk/CHANGELOG.rst docs/changelog-sdk.rst

  3. Build the docs to verify it's all correct:

    $ cd docs
$ make html

Alternatively, instead of symlinking you can also just create the file docs/changelog-sdk.rst with some dummy content.

Testsuite

To run the test suite:

playwright install
python src/manage.py test src

See the detailed developer documentation for more information and different strategies.

Configuration via environment variables

A number of common settings/configurations can be modified by setting environment variables. You can persist these in your local.py settings file or as part of the (post)activate of your virtualenv.

  • SECRET_KEY: the secret key to use. A default is set in dev.py
  • DB_NAME: name of the database for the project. Defaults to openforms.
  • DB_USER: username to connect to the database with. Defaults to openforms.
  • DB_PASSWORD: password to use to connect to the database. Defaults to openforms.
  • DB_HOST: database host. Defaults to localhost
  • DB_PORT: database port. Defaults to 5432.
  • SENTRY_DSN: the DSN of the project in Sentry. If set, enabled Sentry SDK as logger and will send errors/logging to Sentry. If unset, Sentry SDK will be disabled.

Settings

All settings for the project can be found in src/openforms/conf.

The file local.py overwrites settings from the base configuration.

Running background and periodic tasks

We use Celery as background task queue.

You can run celery beat and worker(s) in a shell to activate the asynchronous task queue processing:

To start beat which triggers periodic tasks:

$ ./bin/celery_beat.sh

To start the background workers executing tasks:

$ CELERY_WORKER_CONCURRENCY=4 ./bin/celery_worker.sh

Note

You can tweak CELERY_WORKER_CONCURRENCY to your liking, the default is 1.

To start flower for task monitoring:

$ ./bin/celery_flower.sh

Commands

Commands can be executed using:

$ python src/manage.py <command>

You can always get a full list of available commands by running:

$ python src/manage.py help

There are a number of developer management commands available in this project.

appointment

Performs various appointment plugin calls.

dmn_evaluate

Evaluate a particular decision definition.

dmn_list_definitions

List the available decision definitions for a given engine.

check_duplicate_component_keys

Check all forms and report duplicated component keys.

export

Export a form.

import

Import a form.

msgraph_list_files

List the files in MS Sharepoint.

list_prefill_plugins

List the registered prefill plugins and the attributes they expose.

register_submission

Execute the registration machinery for a given submission.

render_confirmation_pdf

Render the summary/confirmation into a PDF for a given submission.

render_report

Render a summary for a given submission in a particular render mode.

test_submission_completion

Generate a submission and test the completion process flow.

Utility scripts

The bin folder contains some utility scripts sporadically used.

bin/bumpversion.sh

Wrapper around bumpversion which takes care of package-lock.json too.

This allows bumping the version according to semver, e.g.:

./bin/bumpversion.sh minor

bin/compile_dependencies.sh

Wrapper script around pip-compile. New dependencies should be added to the relevant .in file in requirements, and then you run the compile script:

./bin/compile_dependencies.sh

You should also use this to upgrade existing dependencies to a newer version, for example:

./bin/compile_dependencies.sh -P django

Any additional argument passed to the script are passed down to the underlying pip-compile call.

bin/find_untranslated_js.py

A utility that checks the JavaScript translation catalogs and detects strings that may still need translation.

bin/generate_admin_index_fixture.sh

After configuring the application groups in the admin through point-and-click, you call this script to dump the configuration into a fixture which will be loaded on all other installations.

bin/generate_default_groups_fixtures.sh

After configuring the user groups with the appropriate permissions in the admin, you can this script to dump the configuration into a fixture which will be loaded on all other installations.

bin/generate_oas.sh

This script generates the OpenAPI specification from the API endpoint implementations.

You must call this after making changes to the (public) API.

bin/makemessages.sh

Script to extract the backend and frontend translation messages into their catalogs for translation.