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The content management system for the Public Lab research community, the plots2 web application is a combination of a group research blog of what we call "research notes" and a wiki.

It features a Bootstrap-based UI and a variety of community and attribution features that help the Public Lab community collaborate on environmental technology design and documentation, as well as community organizing. Originally a Drupal site, it was rewritten in 2012 in Ruby on Rails, and has since extended but not entirely replaced the legacy Drupal data model and database design.

Some key features include:

Contributing

We welcome contributions, and are especially interested in welcoming first time contributors. Read more about how to contribute below! We especially welcome contributions from people from groups underrepresented in free and open source software!

Code of Conduct

Please read and abide by our Code of Conduct; our community aspires to be a respectful place both during online and in-­person interactions.

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Simple installation with Cloud9

This is a quick installation for use with the cloud environment https://c9.io - for more standard, full instructions, see below.

  1. Cloud9 now requires an invite unless you enter a credit card, but there's a workaround -- email [email protected] to ask for a free invite to get an account!
  2. On GitHub, fork this repository to your own GitHub account, creating a yourname/plots2 project.
  3. Name your project, then, on https://c9.io, enter https://github.com/<your-github-username>/plots2.git in the "Clone from Git or Mercurial URL" field, and press Create Workspace
  4. In the command line prompt at the bottom of the page, type . ./install_cloudnine.sh and press enter.
  5. Enter your username when prompted, and let it set things up.
  6. Run rails s -b $IP -p $PORT when it's done, or rake test to run your tests!

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Prerequisites

Database

Our production application runs on mysql, but for development, sqlite3 is sufficient.

  • Mac OS X: Macs ship with sqlite3 already installed.
  • Ubuntu/Debian: sudo apt-get install sqlite3
  • Fedora/Red Hat/CentOS: sudo yum install sqlite -- you may need sqlite-devel as well.

Solr search engine (optional)

Solr is a standalone search server. You put documents in it (called "indexing") via JSON, XML, CSV or binary over HTTP. You query it via HTTP GET and receive JSON, XML, CSV or binary results. Solr enables powerful matching capabilities including phrases, wildcards, joins, grouping and much more across any data type. We use the Solr search engine via the sunspot gem and using an adapter called sunspot_rails to communicate to solr search server through our rails app. Solr requires Java, which is therefore a requirement for running the rake test:solr test suite (see Testing, below), which runs tests of the search functionality using the files in /test/solr/; on a Debian/Ubuntu system, you can install the necessary libraries with:

sudo apt-get install openjdk-7-jre openjdk-7-jdk

And start up solr with:

rake sunspot:solr:start followed by rake sunspot:reindex

However, to ease installation, we've made Java optional for basic testing using rake test. So if you are just starting out you can skip this step.

Image libraries (optional)

If you are just developing and don't plan to do work with image uploading, you may not need the following, but otherwise:

sudo apt-get install imagemagick ruby-rmagick

Ruby

Install rvm for Ruby management (http://rvm.io)

curl -L https://get.rvm.io | bash -s stable

Note: At this point during the process, you may want to log out and log back in, or open a new terminal window; RVM will then properly load in your environment.

Ubuntu users: You may need to enable Run command as a login shell in Ubuntu's Terminal, under Edit > Profile Preferences > Title and Command. Then close the terminal and reopen it. You may also want to run source ~/.rvm/scripts/rvm to load RVM.

Then, use RVM to install version 2.1.2 of Ruby. (v1.9.3+ should also work):

rvm install 2.1.2

Gems with Bundler

Ruby dependencies, or Gems, are managed with Bundler.

gem install bundler - if it's not already installed, but it should be in a basic RVM ruby.

Assets with Bower

You'll also need bower which is available through npm, part of node.js.

This wiki page from the nodejs repository has comprehensive and up to date installation guides for many systems.

Once NPM is installed, you should be able to run:

npm install -g bower

NOTE: If you're having permission issues, please see https://docs.npmjs.com/getting-started/fixing-npm-permissions

WARNING: Please refrain from using sudo npm as it's not only a bad practice, but may also put your security at a risk. For more on this, read https://pawelgrzybek.com/fix-priviliges-and-never-again-use-sudo-with-npm/

phantomjs for javascript tests (optional)

We are using jasmine-rails gem for the optional javascript tests (run with rake spec:javascript) which require phantomjs for headless testing (i.e. on the commandline, not with a browser). Generally the phantomjs gem gets installed along with the jasmine-rails gem. If the package installation for the gem fails you can use this script to install it.

But some architectures (Linux!) aren't supported by the phantomjs gem. For those you have to run phantomjs via a native binary, you can find the installation instructions in its official build documentation. For Ubuntu/debian based system you can follow these instructions or use the script mentioned there. On successful installation you can see the version number of phantomjs with the phantomjs -v command. For the binary to work properly with jasmine-rails change the line 52 on spec/javascripts/support/jasmine.yml to use_phantom_gem: false.

Please report any error regarding phantomjs installation in the github issue tracker. We will try to help you out as soon as we can!

Installation

Installation steps:

  1. In the console, download a copy of the source with git clone https://github.com/publiclab/plots2.git.
  2. Enter the new plots2 directory with cd plots2.
  3. Install gems with bundle install --without production mysql from the rails root folder, to install the gems you'll need, excluding those needed only in production. You may need to first run bundle update if you have older gems in your environment from previous Rails work.
  4. Make a copy of db/schema.rb.example and place it at db/schema.rb.
  5. Make a copy of config/database.yml.sqlite.example and place it at config/database.yml
  6. Run rake db:setup to set up the database
  7. Install static assets (like external javascript libraries, fonts) with bower install
  8. (optional) Install solr engine rails generate sunspot_rails:install
  9. (optional) Start the solr server in foreground by using bundle exec rake sunspot:solr:start
  10. (optional) Index your search database in solr server using bundle exec rake sunspot:reindex
  11. Start rails with passenger start from the Rails root and open http://localhost:3000 in a web browser.
  12. Wheeeee! You're up and running! Log in with test usernames "user", "moderator", or "admin", and password "password".
  13. Run rake test to confirm that your install is working properly. For some setups, you may see warnings even if test pass; see this issue we're working to resolve.

Bundle exec

For some, it will be necessary to prepend your gem-related commands with bundle exec, for example bundle exec passenger start; adding bundle exec ensures you're using the version of passenger you just installed with Bundler. bundle exec rake db:setup, bundle exec rake db:seed are other examples of where this might be necessary.


Testing

Run all basic rails tests with rake test. This is required for submitting pull requests, and to confirm you have a working local environment.

rake test:all runs all tests. This includes Jasmine client-side tests and Solr-dependent tests.

Client-side tests (for JavaScript functions) are run using Jasmine in jasmine-rails. You can run tests by navigating to /specs/ in the browser. Headless, or command-line test running may be possible with rake spec:javascript if you have phantomjs installed (see above).

Solr (search) tests require installing the Solr search engine (see above). Once you've done that, you still need to turn it off in development mode before running tests, with rake sunspot:solr:stop. Read more about this issue here.

If you get stuck on testing at any point, you can open a pull request with your changes -- please add the prefix [testing] to the title -- which will then be automatically tested by our TravisCI service -- which runs all tests with rake test:all. If your additions are pretty basic, and you write tests against them, this may be sufficient without actually running the whole environment yourself!

We are extremely interested in building our out test suite, so please consider helping us write tests!


Bugs and support

To report bugs and request features, please use the GitHub issue tracker provided at https://github.com/publiclab/plots2/issues

For additional support, join the Public Lab website and mailing list at http://publiclab.org/lists or for urgent requests, email [email protected]


Internationalization

Publiclab.org now supports Internationalization and localization, though we are in the initial stages. This has been accomplished with rails-I8n.

To see it in action, click on the 'Language' dropdown located in the header/footer section of the page. All the guidelines and best practices for I18n can be found here.

Translations are arranged in the yaml files here, which are organized in the similar way to views files. An example for adding translations can be found here.

To add new languages or for additional support, please write to [email protected]


API

Swagger-generated API documentation can be found at:

https://publiclab.org/api/swagger_doc.json

Per-model API endpoints are:


Developers

Help improve Public Lab software!


First time?

New to open source/free software?, Here are a selection of issues we've made especially for first-timers. We're here to help, so just ask if one looks interesting : https://github.com/publiclab/plots2/projects/2

We also have a slightly larger list of easy-ish but small and self contained issues: https://github.com/publiclab/plots2/labels/help-wanted

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