Portero

Portero is a simplified ERP web interface for common tasks at Free Geek Twin Cities.

NOTE: As of 2014, work on Portero has largely stopped!

In its place, we're working on:

1. Conserje as a front-end, and

2. hapier as an API that, in turn, interfaces with OpenERP

Installation

Portero is based on the Flask web framework, and uses openerp-client-lib to communicate with the OpenERP server, so to make it run:

1. Install Flask and related packages:

   sudo apt-get install python-flask python-flaskext.wtf python-pip

   sudo pip install openerp-client-lib Flask-Bootstrap

2. Download Portero (usually to e.g. /var/www/portero)

3. (Optional) Replace /etc/apache2/sites-available with apache-site file from portero

4. Copy portero_config.py.dist to portero_config.py and edit appropriately

Local Development

Install OpenERP Server on Mac

(based on info from http://code.zoia.org/2013/05/09/setting-up-openerp7-on-osx-using-virtualenv)

Setup database

1. Install Postgres (via homebrew).
2. OpenERP will not run as the default postgres user as it is very opinionated and thinks this is insecure (which for production it would be).
3. Create new user (openerp): createuser --createdb --username postgres --no-createrole --pwprompt openerp
4. Enter the password and make a superuser when prompted.
5. Create new database: openerp

Install server

1. Download source tarball from http://nightly.openerp.com/7.0/nightly/src/. wget http://nightly.openerp.com/7.0/nightly/src/openerp-7.0-latest.tar.gz
2. brew install libjpeg
3. Untar and change directory into it. tar -zxvf openerp-7.0-latest.tar.gz
4. (optional) Setup a virtualenv. If you do not use a virtualenv, you will probably have to sudo pip install things.
5. pip install simplejson reportlab mako werkzeug babel python-dateutil python-openid PIL unittest2 mock docutils jinja2 gdata lxml pyyaml
6. Manually install PyChart: wget https://launchpad.net/ubuntu/natty/+source/python-pychart/1.39-7/+files/python-pychart_1.39.orig.tar.gz; tar -zxvf python-pychart_1.39.orig.tar.gz; cd PyChart-1.39; python setup.py install; cd ..;

Ubuntu Server Install Notes

1. A nightly deb package is available at http://nightly.openerp.com/7.0/nightly/deb/

Configure Server

1. Create a openerp-server.conf file.
2. Update database password and other values if needed

[options]
admin_passwd = admin
db_host = localhost
db_port = False
db_name = openerp
db_user = openerp
db_password = openerp

Installing OpenERP Server on Ubuntu

1. Download .deb package: http://nightly.openerp.com/7.0/nightly/deb/openerp_7.0-latest-1_all.deb
2. sudo dpkg install openerp_7.0-latest-1_all.deb
3. sudo apt-get -f install (this downloads most of OpenERP's required packages)
4. sudo apt-get install postgresql
5. sudo -u postgres createuser --no-createrole --no-superuser openerp

OpenERP should now be running - you can view it (and create your database) at http://localhost:8069

Run OpenERP server

1. Run server: ./openerp-server --config=openerp-server.conf. The first time this is run, it will install all the needed tables in the database. You can use the flag ---without-demo to start fresh.
2. Go to http://localhost:8069/
3. Login with user: admin and password admin (or if changed in conf).

Configure OpenERP

1. In the web interface, under Installed Modules, install the Timesheets module (will also install the Accounting module).
2. Click Settings, Under Configuration, click Human Resources.
   • Enable Track attendance for all employees

Install Portero

1. (optional) Setup a virtualenv.
2. pip install -r requirements.txt
3. Create and edit config: cp portero_config.py.dist portero_config.py
4. Run server with python portero.py
5. Go to http://127.0.0.1:5000/