Merge branch 'use-preparestatic' into 'versions/next'

Switch to preparestatic (Closes: #593)

See merge request mayan-edms/mayan-edms!48

.dockerignore

@@ -0,0 +1,11 @@
+.git
+.gitignore
+HISTORY.md
+mayan/media
+db.sqlite*
+docker
+!docker/etc
+!docker/entrypoint.sh
+!docker/version
+./.*
+docs

.flake8

@@ -0,0 +1,2 @@
+[flake8]
+ignore = E501

.gitignore

@@ -3,26 +3,30 @@
 *.pyo
 *.sqlite
 *.sqlite3
-settings_local.py
-/celerybeat-schedule
-document_storage/
-/misc/mayan.geany
-mayan/media/document_cache/
-build/
-_build/
-gpg_home/
-/mayan/media/static/
-/whoosh_index/
-/fabfile_install
-/venv/
-.coverage
-/dist/
-.idea/
-static_collected/
 *egg-info*
-mayan/settings/local.py
-.vagrant
-.tox/
-coverage.xml
+.coverage
 .coverage.tox*
+.idea/
+.tox/
+.vagrant
+_build/
+/build/
+coverage.xml
+document_storage/
+gpg_home/
 htmlcov/
+mayan/media/
+mayan/media/document_cache/
+mayan/settings/local.py
+mayan/error.log
+settings_local.py
+static_collected/
+/celerybeat-schedule
+/fabfile_install
+/dist/
+/misc/mayan.geany
+/mayan/media/static/
+/venv/
+/venv3/
+/whoosh_index/
+node_modules/

.gitlab-ci.yml

@@ -1,35 +1,227 @@
-image: python:2.7
-services:
-  - mysql
-  - postgres
-before_script:
-  - apt-get update -qq
-  - apt-get install -qq python-dev gcc tesseract-ocr tesseract-ocr-deu unpaper ghostscript libjpeg-dev libpng-dev libtiff-dev poppler-utils libreoffice
-variables:
-  POSTGRES_DB: "mayan_edms"
-  POSTGRES_PASSWORD: "postgres"
+stages:
+  - test
+  - build_python
+  - build_docker
+  - build_documentation
+  - push_python
+  - push_docker
+  - push_documentation
+  - deploy
+
+job_docker_build:
+  stage: build_docker
+  image: docker:latest
+  services:
+    - docker:dind
+  before_script:
+    - docker login -u "$CI_REGISTRY_USER" -p "$CI_REGISTRY_PASSWORD" $CI_REGISTRY
+  script:
+    - docker build --pull -t "$CI_REGISTRY_IMAGE" -f docker/Dockerfile .
+    - VERSION=`cat docker/version`
+    - docker tag "$CI_REGISTRY_IMAGE" "$CI_REGISTRY_IMAGE:$VERSION"
+    - docker run --rm "$CI_REGISTRY_IMAGE:$VERSION" run-tests
+    - docker push "$CI_REGISTRY_IMAGE:$VERSION"
+    - docker push "$CI_REGISTRY_IMAGE:latest"
+    - docker tag "$CI_REGISTRY_IMAGE:$VERSION" registry-1.docker.io/mayanedms/mayanedms:"$VERSION"
+    - docker tag "$CI_REGISTRY_IMAGE:$VERSION" registry-1.docker.io/mayanedms/mayanedms:latest
+    - docker logout
+  only:
+    - releases/all
+    - releases/docker
+
+job_docker_push:
+  stage: push_docker
+  image: docker:latest
+  services:
+    - docker:dind
+  before_script:
+    - docker login -u "$CI_REGISTRY_USER" -p "$CI_REGISTRY_PASSWORD" $CI_REGISTRY
+  script:
+    - VERSION=`cat docker/version`
+    - docker pull "$CI_REGISTRY_IMAGE:$VERSION"
+    - docker tag "$CI_REGISTRY_IMAGE:$VERSION" registry-1.docker.io/mayanedms/mayanedms:"$VERSION"
+    - docker tag "$CI_REGISTRY_IMAGE:$VERSION" registry-1.docker.io/mayanedms/mayanedms:latest
+    - docker logout
+    - docker login -u "$DOCKER_HUB_USERNAME" -p "$DOCKER_HUB_PASSWORD" https://registry-1.docker.io
+    - docker push registry-1.docker.io/mayanedms/mayanedms:"$VERSION"
+    - docker push registry-1.docker.io/mayanedms/mayanedms:latest
+  only:
+    - releases/all
+    - releases/docker
+
+job_docker_nightly:
+  stage: build_docker
+  image: docker:latest
+  services:
+    - docker:dind
+  before_script:
+    - docker login -u "$CI_REGISTRY_USER" -p "$CI_REGISTRY_PASSWORD" $CI_REGISTRY
+  script:
+    - docker build --pull -t "$CI_REGISTRY_IMAGE:$CI_COMMIT_REF_SLUG" -f docker/Dockerfile .
+    - docker run --rm "$CI_REGISTRY_IMAGE:$CI_COMMIT_REF_SLUG" run-tests
+    - docker push "$CI_REGISTRY_IMAGE:$CI_COMMIT_REF_SLUG"
+  only:
+    - nightly
+    - staging
+
+job_documentation_build:
+  stage: build_documentation
+  image: ubuntu:18.04
+  artifacts:
+    expire_in: 1 hr
+    paths:
+    - docs
+  before_script:
+    - apt-get -qq update
+    - apt-get install -qq locales make python-pip enchant
+    - echo "LC_ALL=\"en_US.UTF-8\"" >> /etc/default/locale
+    - locale-gen en_US.UTF-8
+    - update-locale LANG=en_US.UTF-8
+    - export LC_ALL=en_US.UTF-8
+  script:
+    - pip install -r requirements/documentation.txt
+    - cd docs
+    - make html
+  only:
+    - releases/all
+    - releases/documentation
+
+job_documentation_push:
+  stage: push_documentation
+  image: ubuntu:18.04
+  before_script:
+    - mkdir -p ~/.ssh
+    - chmod 700 ~/.ssh
+    - echo "$DOCUMENTATION_SSH_KNOWN_HOSTS" > ~/.ssh/known_hosts
+    - chmod 644 ~/.ssh/known_hosts
+    - 'which ssh-agent || ( apt-get update -y && apt-get install openssh-client rsync -y )'
+    - eval $(ssh-agent -s)
+    - echo "$DOCUMENTATION_SSH_PRIVATE_KEY" | tr -d '\r' | ssh-add - > /dev/null
+  script:
+    - rsync -avzP --progress -e ssh docs/_build/html/* mayandocs@docs.mayan-edms.com:/home/rosarior/webapps/mayan_docs
+  only:
+    - releases/all
+    - releases/documentation
+
+job_build_python:
+  stage: build_python
+  image: ubuntu:18.04
+  artifacts:
+    expire_in: 1 hr
+    paths:
+    - dist
+  before_script:
+    - apt-get -qq update
+    - apt-get install -qq locales make python-pip
+  script:
+    - echo "LC_ALL=\"en_US.UTF-8\"" >> /etc/default/locale
+    - locale-gen en_US.UTF-8
+    - update-locale LANG=en_US.UTF-8
+    - export LC_ALL=en_US.UTF-8
+    - pip install -r requirements/build.txt
+    - make wheel
+  only:
+    - releases/all
+    - releases/python
+
+job_push_python:
+  stage: push_python
+  image: ubuntu:18.04
+  before_script:
+    - apt-get -qq update
+    - apt-get install -qq python-pip
+  script:
+    - pip install -r requirements/build.txt
+    - echo "$PYPIRC" > ~/.pypirc
+    - twine upload dist/* -r pypi
+  only:
+    - releases/all
+    - releases/python
+
+.test_base: &test_base
+  stage: test
+  image: ubuntu:16.04
+  cache:
+    paths:
+      - ~/.cache/pip/
+      - /var/cache/apt/archives/
+  before_script:
+    - apt-get -qq update
+    - apt-get install -qq locales
+    - echo "LC_ALL=\"en_US.UTF-8\"" >> /etc/default/locale
+    - locale-gen en_US.UTF-8
+    - update-locale LANG=en_US.UTF-8
+    - export LC_ALL=en_US.UTF-8
+    - apt-get install -qq curl gcc ghostscript gpgv gnupg graphviz libfuse2 libjpeg-dev libmagic1 libpng-dev libtiff-dev poppler-utils libreoffice poppler-utils python-dev python-pip tesseract-ocr tesseract-ocr-deu
+    - pip install -r requirements/testing.txt
+  only:
+    - releases/all
+    - releases/docker
+    - releases/python
+    - master
+    - staging
+    - nightly
+
+test-mysql:
+  <<: *test_base
+  variables:
     MYSQL_ALLOW_EMPTY_PASSWORD: "yes"
     MYSQL_DATABASE: "mayan_edms"
-#test:mysql:
-#  script:
-#  - pip install -r requirements/testing.txt
-#  - pip install -q mysql-python
-#  - apt-get install -qq mysql-client
-#  - mysql -h"$MYSQL_PORT_3306_TCP_ADDR" -P"$MYSQL_PORT_3306_TCP_PORT" -uroot -p"$MYSQL_ENV_MYSQL_ROOT_PASSWORD" -e "ALTER DATABASE $MYSQL_DATABASE CHARACTER SET utf8 COLLATE utf8_unicode_ci;"
-#  - coverage run manage.py runtests --settings=mayan.settings.testing.gitlab-ci.db_mysql --nomigrations
-#  - bash <(curl https://raw.githubusercontent.com/codecov/codecov-bash/master/codecov) -t $CODECOV_TOKEN
-#  tags:
-#    - mysql
-test:postgres:
+  services:
+    - mysql:8.0.3
   script:
-  - pip install -r requirements/testing.txt
-  - pip install -q psycopg2
-  - coverage run manage.py runtests --settings=mayan.settings.testing.gitlab-ci.db_postgres --nomigrations
-  - bash <(curl https://raw.githubusercontent.com/codecov/codecov-bash/master/codecov) -t $CODECOV_TOKEN
+    - apt-get install -qq libmysqlclient-dev mysql-client
+    - pip install mysql-python
+    - mysql -h"$MYSQL_PORT_3306_TCP_ADDR" -P"$MYSQL_PORT_3306_TCP_PORT" -uroot -p"$MYSQL_ENV_MYSQL_ROOT_PASSWORD" -e "set global character_set_server=utf8mb4;"
+    - python manage.py test --mayan-apps --settings=mayan.settings.testing.gitlab-ci.db_mysql --nomigrations
+  tags:
+    - mysql
+
+test-postgres:
+  <<: *test_base
+  variables:
+    POSTGRES_DB: "mayan_edms"
+    POSTGRES_PASSWORD: "postgres"
+  services:
+    - postgres
+  script:
+    - apt-get install -qq libpq-dev
+    - pip install psycopg2
+    - python manage.py test --mayan-apps --settings=mayan.settings.testing.gitlab-ci.db_postgres --nomigrations
   tags:
     - postgres
-test:sqlite:
+
+test-sqlite:
+  <<: *test_base
   script:
-  - pip install -r requirements/testing.txt
-  - coverage run manage.py runtests --settings=mayan.settings.testing.gitlab-ci --nomigrations
-  - bash <(curl https://raw.githubusercontent.com/codecov/codecov-bash/master/codecov) -t $CODECOV_TOKEN
+    - python manage.py test --mayan-apps --settings=mayan.settings.testing.gitlab-ci --nomigrations
+
+deploy_demo:
+  environment:
+    name: demo
+  stage: deploy
+  before_script:
+    - mkdir -p ~/.ssh
+    - echo "${DEMO_SSH_KNOWN_HOST}" > ~/.ssh/known_hosts
+    - chmod 644 ~/.ssh/known_hosts
+    - echo "${DEMO_PRIVATE_KEY}" > ~/.ssh/id_rsa
+    - chmod 600 ~/.ssh/id_rsa
+  script:
+    - scp contrib/scripts/install/docker.sh root@$DEMO_IP_ADDRESS:~
+    - ssh root@$DEMO_IP_ADDRESS "DELETE_VOLUMES=true ./docker.sh"
+  when: manual
+
+deploy_staging:
+  environment:
+    name: staging
+  stage: deploy
+  before_script:
+    - mkdir -p ~/.ssh
+    - echo "${STAGING_SSH_KNOWN_HOST}" > ~/.ssh/known_hosts
+    - chmod 644 ~/.ssh/known_hosts
+    - echo "${STAGING_PRIVATE_KEY}" > ~/.ssh/id_rsa
+    - chmod 600 ~/.ssh/id_rsa
+  script:
+    - scp contrib/scripts/install/docker.sh root@$STAGING_IP_ADDRESS:~
+    - ssh root@$STAGING_IP_ADDRESS "DOCKER_MAYAN_IMAGE=registry.gitlab.com/mayan-edms/mayan-edms:staging ./docker.sh"
+  when: manual

.isort.cfg

@@ -0,0 +1,6 @@
+[settings]
+default_section = THIRDPARTY
+known_first_party = mayan
+known_django = django
+multi_line_output = 5
+sections = FUTURE,STDLIB,DJANGO,THIRDPARTY,FIRSTPARTY,LOCALFOLDER

.travis.yml

@@ -1,3 +1,5 @@
+dist: trusty
+sudo: required
 language: python
 python:
   - 2.7
@@ -8,7 +10,7 @@ env:
    - DB=sqlite
 before_install:
   - sudo apt-get update -qq
-  - sudo apt-get install -qq python-dev gcc tesseract-ocr tesseract-ocr-deu unpaper ghostscript libjpeg-dev libpng-dev poppler-utils libreoffice
+  - sudo apt-get install -qq python-dev python-pip gcc tesseract-ocr tesseract-ocr-deu ghostscript libjpeg-dev libpng-dev libtiff-dev poppler-utils libreoffice
 install:
   - "pip install -r requirements/testing.txt"
   - if [[ $DB == mysql ]]; then pip install -q mysql-python; fi
@@ -17,9 +19,9 @@ before_script:
   - mysql -e 'create database mayan_edms;'
   - psql -c 'create database mayan_edms;' -U postgres
 script:
-  - if [[ $DB == mysql ]]; then coverage run manage.py runtests --settings=mayan.settings.testing.travis.db_mysql --nomigrations; fi
-  - if [[ $DB == postgres ]]; then coverage run manage.py runtests --settings=mayan.settings.testing.travis.db_postgres --nomigrations; fi
-  - if [[ $DB == sqlite ]]; then coverage run manage.py runtests --settings=mayan.settings.testing.base --nomigrations; fi
+  - if [[ $DB == mysql ]]; then coverage run manage.py test --mayan-apps --settings=mayan.settings.testing.travis.db_mysql --nomigrations; fi
+  - if [[ $DB == postgres ]]; then coverage run manage.py test --mayan-apps --settings=mayan.settings.testing.travis.db_postgres --nomigrations; fi
+  - if [[ $DB == sqlite ]]; then coverage run manage.py test --mayan-apps --settings=mayan.settings.testing.base --nomigrations; fi
 after_success:
   - coveralls
 branches:

.tx/config

@@ -19,6 +19,18 @@ source_lang = en
 source_file = mayan/apps/authentication/locale/en/LC_MESSAGES/django.po
 type = PO
 
+[mayan-edms.autoadmin-2-0]
+file_filter = mayan/apps/autoadmin/locale/<lang>/LC_MESSAGES/django.po
+source_lang = en
+source_file = mayan/apps/autoadmin/locale/en/LC_MESSAGES/django.po
+type = PO
+
+[mayan-edms.cabinets-2-0]
+file_filter = mayan/apps/cabinets/locale/<lang>/LC_MESSAGES/django.po
+source_lang = en
+source_file = mayan/apps/cabinets/locale/en/LC_MESSAGES/django.po
+type = PO
+
 [mayan-edms.checkouts-2-0]
 file_filter = mayan/apps/checkouts/locale/<lang>/LC_MESSAGES/django.po
 source_lang = en
@@ -37,6 +49,12 @@ source_lang = en
 source_file = mayan/apps/converter/locale/en/LC_MESSAGES/django.po
 type = PO
 
+[mayan-edms.dashboards-2-0]
+file_filter = mayan/apps/dashboards/locale/<lang>/LC_MESSAGES/django.po
+source_lang = en
+source_file = mayan/apps/dashboards/locale/en/LC_MESSAGES/django.po
+type = PO
+
 [mayan-edms.django_gpg-2-0]
 file_filter = mayan/apps/django_gpg/locale/<lang>/LC_MESSAGES/django.po
 source_lang = en
@@ -61,6 +79,12 @@ source_lang = en
 source_file = mayan/apps/document_indexing/locale/en/LC_MESSAGES/django.po
 type = PO
 
+[mayan-edms.document_parsing-2-0]
+file_filter = mayan/apps/document_parsing/locale/<lang>/LC_MESSAGES/django.po
+source_lang = en
+source_file = mayan/apps/document_parsing/locale/en/LC_MESSAGES/django.po
+type = PO
+
 [mayan-edms.document_signatures-2-0]
 file_filter = mayan/apps/document_signatures/locale/<lang>/LC_MESSAGES/django.po
 source_lang = en
@@ -85,16 +109,10 @@ source_lang = en
 source_file = mayan/apps/events/locale/en/LC_MESSAGES/django.po
 type = PO
 
-[mayan-edms.folders-2-0]
-file_filter = mayan/apps/folders/locale/<lang>/LC_MESSAGES/django.po
+[mayan-edms.file_caching-2-0]
+file_filter = mayan/apps/file_caching/locale/<lang>/LC_MESSAGES/django.po
 source_lang = en
-source_file = mayan/apps/folders/locale/en/LC_MESSAGES/django.po
-type = PO
-
-[mayan-edms.installation-2-0]
-file_filter = mayan/apps/installation/locale/<lang>/LC_MESSAGES/django.po
-source_lang = en
-source_file = mayan/apps/installation/locale/en/LC_MESSAGES/django.po
+source_file = mayan/apps/file_caching/locale/en/LC_MESSAGES/django.po
 type = PO
 
 [mayan-edms.linking-2-0]
@@ -127,12 +145,6 @@ source_lang = en
 source_file = mayan/apps/mirroring/locale/en/LC_MESSAGES/django.po
 type = PO
 
-[mayan-edms.mirroring-2-0]
-file_filter = mayan/apps/mirroring/locale/<lang>/LC_MESSAGES/django.po
-source_lang = en
-source_file = mayan/apps/mirroring/locale/en/LC_MESSAGES/django.po
-type = PO
-
 [mayan-edms.motd-2-0]
 file_filter = mayan/apps/motd/locale/<lang>/LC_MESSAGES/django.po
 source_lang = en
@@ -170,9 +182,9 @@ source_file = mayan/apps/sources/locale/en/LC_MESSAGES/django.po
 type = PO
 
 [mayan-edms.statistics-2-0]
-file_filter = mayan/apps/statistics/locale/<lang>/LC_MESSAGES/django.po
+file_filter = mayan/apps/mayan_statistics/locale/<lang>/LC_MESSAGES/django.po
 source_lang = en
-source_file = mayan/apps/statistics/locale/en/LC_MESSAGES/django.po
+source_file = mayan/apps/mayan_statistics/locale/en/LC_MESSAGES/django.po
 type = PO
 
 [mayan-edms.storage-2-0]
@@ -187,6 +199,12 @@ source_lang = en
 source_file = mayan/apps/tags/locale/en/LC_MESSAGES/django.po
 type = PO
 
+[mayan-edms.task_manager-2-0]
+file_filter = mayan/apps/task_manager/locale/<lang>/LC_MESSAGES/django.po
+source_lang = en
+source_file = mayan/apps/task_manager/locale/en/LC_MESSAGES/django.po
+type = PO
+
 [mayan-edms.user_management-2-0]
 file_filter = mayan/apps/user_management/locale/<lang>/LC_MESSAGES/django.po
 source_lang = en

CONTRIBUTING.md

@@ -0,0 +1,79 @@
+Contributing to Mayan EDMS
+==========================
+
+Issues
+------
+
+- Before submitting a new issue, check for **open issues** first and join the
+discussion.
+- If your issue is not attended in a while, **be patient**, the core team is
+small and the codebase big.
+- Try to reproduce the issue using a **separate, clean installation**, sometimes
+the issue can be caused by an error in a configuration file and not with the
+code itself.
+- **Do not upload** sensitive, private or classified information or files with
+your issue. If the issue is triggered by a user file, create a dummy file with the
+same properties that can trigger the issue and upload that file instead.
+- Add steps that trigger the issue in a **repeatable manner**.
+- **Screenshots** go a long way in helping understand problems.
+- The issue must be related to the code only, do not open issues for problems
+with deployments, webservers, cloud providers, etc.
+- Do not open issues asking for **support or consulting**.
+
+Code
+----
+
+1. Complete and mail, or scan and email the corresponding Contributor Assignment Agreement: [Mayan EDMS Individual Contributor Assignment Agreement](https://docs.mayan-edms.com/topics/caa_individual.rst) or [Mayan EDMS Entity Contributor Assignment Agreement](https://docs.mayan-edms.com/topics/topics/caa_entity.rst).
+1. Fork [the repository](http://gitlab.com/mayan-edms/mayan-edms).
+1. Choose the version for which you want to develop. The code is divided in the
+following branches:
+
+    a. **master:** Current stable version.
+    a. **series/X.Y:** There will be a **series** branch for each major version
+    release (1.0, 2.0). The **master** branch will be in sync with the latest
+    **series** branch.
+    a. **development:** Unstable branch where the development for the next minor or
+    major release is happening.
+    a. **feature/X:** These are branches dealing with a specific bug or feature
+    that is not yet ready to be merged.
+    a. The **master** and **series** branches are stable and not braking changes
+    must be submitted or merged. The **development** and **feature** branches
+    are unstable and should not be used in production.
+
+1. Start making your changes in your own separate branch.
+1. Write a test which shows that the bug was fixed or that the feature works as
+   expected.
+1. Sign your work. Your signature certifies your submission according to the
+   articles of the [Developer Certificate of Origin](https://gitlab.com/mayan-edms/mayan-edms/blob/master/DCO).
+   The sign-off should be in the form:
+
+    ````
+    Signed-off-by: John Doe <john.doe@example.com>
+    ````
+
+    You must use your real name and email, pseudonyms or anonymous contributions
+    are not allowed. If you set your user.name and user.email git configs, you can
+    sign your commit automatically with git commit -s.
+1. Submit a merge request for your changes.
+
+Feature requests
+----------------
+
+- Opening issues to start a discussion around a new feature or idea are welcomed.
+- Be explicit about your idea and provide a simple scenario, others need to really
+understand the concepts behind your idea if it is to be implemented.
+- Be realistic in your expectation and scope of your idea.
+
+Translations
+------------
+- Translations are handled using [Transifex](https://www.transifex.com/rosarior/mayan-edms/).
+- Join an existing team for the language to which you wish to contribute,
+if there is no team for your language, request for one to be created.
+- Don't request the creation of a new language and expect others to do all the
+work. If you request the creation of a new language try to do some of the
+translation. Language teams that don't see activity for a while are deleted.
+
+Code style
+----------
+- Refer to the [Development](https://docs.mayan-edms.com/topics/development.html)
+chapter for information and examples of the code style.

DCO

@@ -0,0 +1,36 @@
+Developer Certificate of Origin
+Version 1.1
+
+Copyright (C) 2004, 2006 The Linux Foundation and its contributors.
+660 York Street, Suite 102,
+San Francisco, CA 94110 USA
+
+Everyone is permitted to copy and distribute verbatim copies of this
+license document, but changing it is not allowed.
+
+
+Developer's Certificate of Origin 1.1
+
+By making a contribution to this project, I certify that:
+
+(a) The contribution was created in whole or in part by me and I
+    have the right to submit it under the open source license
+    indicated in the file; or
+
+(b) The contribution is based upon previous work that, to the best
+    of my knowledge, is covered under an appropriate open source
+    license and I have the right under that license to submit that
+    work with modifications, whether created in whole or in part
+    by me, under the same open source license (unless I am
+    permitted to submit under a different license), as indicated
+    in the file; or
+
+(c) The contribution was provided directly to me by some other
+    person who certified (a), (b) or (c) and I have not modified
+    it.
+
+(d) I understand and agree that this project and the contribution
+    are public and that a record of the contribution (including all
+    personal information I submit with it, including my sign-off) is
+    maintained indefinitely and may be redistributed consistent with
+    this project or the open source license(s) involved.

HISTORY_1_x.rst

@@ -0,0 +1,60 @@
+1.1.1 (2015-05-21)
+==================
+
+- Update to Django 1.6.11
+- Fix make_dist.sh script
+- Add test for issue #163
+- Activate tests for the sources app
+- Removal of the registration app
+- New simplified official project description
+- Improvements to the index admin interface
+- Removal of installation statistics gathering
+- Remove unused folder tag
+- Fix usage of ugettext to ugettext_lazy
+- Increase size of the lock name field
+- New style documentation
+
+
+1.1 (2015-02-10)
+================
+- Uses Celery for background tasks
+- Removal of the splash screen
+- Adds a home view with common function buttons
+- Support for sending and receiving documents via email
+- Removed custom logging app in favor of django-actvity-stream
+- Adds watch folders
+- Includes Vagrant file for unified development and testing environments
+- Per user locale profile (language and timezone)
+- Includes news document workflow app
+- Optional and required metadata types
+- Improved testings. Automated tests against SQLite, MySQL, PostgreSQL
+- Many new REST API endpoints added
+- Simplified text messages
+- Improved method for custom settings
+- Addition of CORS support to the REST API
+- Per document language setting instead of per installation language setting
+- Metadata validation and parsing support
+- Start of code updates towards Python 3 support
+- Simplified UI
+- Stable PDF previews generation
+- More technical documentation
+
+
+1.0 (2014-08-27)
+================
+- New home @ https://github.com/mayan-edms/mayan-edms
+- Updated to use Django 1.6
+- Translation updates
+- Custom model properties removal
+- Source code improvements
+- Removal of included 3rd party modules
+- Automatic testing and code coverage check
+- Update of required modules and libraries versions
+- Database connection leaks fixes
+- Support for deletion of detached signatures
+- Removal of Fabric based installations script
+- Pluggable OCR backends
+- OCR improvements
+- License change, Mayan EDMS in now licensed under the Apache 2.0 License
+- PyPI package, Mayan EDMS in now available on PyPI: https://pypi.python.org/pypi/mayan-edms/
+- New REST API

HISTORY_2_x.rst

@@ -0,0 +1,435 @@
+2.7.3 (2017-09-11)
+==================
+- Fix task manager queue list view. Thanks to LeVon Smoker for
+  the report.
+- Fix resolved link class URL mangling when the keep_query argument is
+  used. Thanks to Nick Douma (LordGaav) for the report and diagnostic
+  information. Fixes source navigation on the document upload wizard.
+
+2.7.2 (2017-09-06)
+==================
+- Fix new mailer creation view. GitLab issue #431.
+  Thanks to Robert Schöftner (@robert.schoeftner) for the
+  report and the solution.
+- Consolidate intial document created event and the first
+  document properties edited events. Preserve the user that
+  initially creates the document. GitLab issue #433. Thanks
+  to Jesaja Everling (@jeverling) for the report.
+- Sort the list of root cabinets. Thanks to Thomas Plotkowiak
+  for the request.
+- Sort the list of a document's cabinets.
+- Display a document's cabinet list in italics. GitLab issue #435.
+  Thanks to LeVon Smoker for the request.
+- Install mock by default to allow easier testing of deployed
+  instances.
+
+2.7.1 (2017-09-03)
+==================
+- Support unicode in URL querystring. GitLab issue #423.
+  Thanks to Gustavo Teixeira (@gsteixei) for the find.
+- Import errors during initialization are only ignored
+  if they are cause by a missing local.py. Thanks to
+  MacRobb Simpson for the report and solution.
+- Make sure the local.py created used unicode for strings
+  by default. GitLab issue #424. Thanks to Gustavo Teixeira
+  (@gsteixei) for the find.
+
+2.7 (2017-08-30)
+================
+- Add workaround for PDF with IndirectObject as the
+  rotation value. GitHub #261.
+- Add ACL list link with icon and use it for the document facet menu.
+- Fix mailing app permissions labels.
+- Add ACLs link and ACLs permissions to the mailer profile model.
+- Improve mailer URL regex.
+- Add ordering support to the SourceColumn class. GitLab issue #417.
+- Shows the cabinets in the document list. GitLab #417 @corneliusludmann
+- Add workaround for pycountry versions without the bibliographical key.
+  GitHub issue #250.
+- Skip UUID migration on Oracle backends. GitHub issue #251.
+- Allow changing the output format, DPI of the pdftoppm command, and
+  the output format of the converter via the CONVERTER_GRAPHICS_BACKEND_CONFIG
+  setting. GitHub issues #256 #257 GitLab issue #416.
+- Add support for workflow triggers.
+- Add support for workflow actions.
+- Add support for rendering workflows.
+- Add support for unbinding sub menus.
+- Fix mailing profile test view.
+- Disregard the last 3 dots that mark the end of the YAML document.
+- Add support for multiple dashboards.
+- Add support for removing dashboard widgets.
+- Convert document version view to item list view.
+- Add support for browsing individual document versions.
+- Add support for dropdown menus to the item list view template.
+- Add support for preserving the file extension when downloading a document
+  version. GitLab #415.
+- Split OCR app into OCR and parsing.
+- Remove Folders app.
+- Use the literal 'System' instead of the target name when
+  the action user in unknown.
+- Remove the view to submit all document for OCR.
+- When changing document types, don't delete the old metadata that is
+  also found in the new document type. GitLab issue #421.
+- Add tag attach and tag remove events.
+- Change the permission needed to attach and remove tags.
+- Add HTTP POST workflow state action.
+- Add access control grant workflow state action.
+- Beta Python 3 support.
+
+2.6.4 (2017-07-26)
+==================
+- Add missing replacements of reverse to resolve_url.
+
+2.6.3 (2017-07-25)
+==================
+- Add makefile target to launch a PostgreSQL container.
+- Use resolve_url instead of redirect to resolve the post login URL.
+- Make the intialsetup and performupgrade management tasks work
+  with signals to allow customization from 3rd party apps.
+- PEP8 cleanups.
+- Add tag_ids keyword argument to the Source.handle_upload
+  model method. GitLab issue #413.
+- Add overflow wrapping so wrap long titles in Firefox too.
+- Makes Roles searchable. GitLab issue #402.
+- Add line numbers to the debug and production loggers.
+  Add date and time to the production logger.
+- Add support for generating setup.py from a template. GitLab
+  #149 #200.
+- Add fade in animation to document images.
+
+2.6.2 (2017-07-19)
+==================
+- Fix deprecation warning to prepare upgrade to Django 1.11 and 2.0.
+- Fix document page zoom.
+- Add support to run tests against a MySQL, Postgres or Oracle container.
+- Improve tag widget customization by moving the markup to its own template.
+- Fix document page widget appearance in the document page list view.
+- Make document version order deterministic.
+- Allow total page number instrospection of encrypted PDF with non ASCII user properties. GitLab issue #411.
+- Oracle database compatibility update in the cabinets app. GitHub #258.
+
+2.6.1 (2017-07-18)
+==================
+- Fix issue when editing or removing metadata from multiple documents.
+
+2.6 (2017-07-18)
+================
+- Fix HTML mark up in window title. GitLab #397.
+- Add support for emailing documents to a recipient list. GitLab #396.
+- Backport metadata widget changes from @Macrobb. GitLab #377.
+- Make users and group searchable.
+- Add support for logging errors during in production mode.
+  Add COMMON_PRODUCTION_ERROR_LOG_PATH to control path of log file.
+  Defaults to mayan/error.log.
+- Add support logging request exceptions.
+- Add document list item view.
+- Sort setting by namespace label and by global name second.
+- Sort indexes by label.
+- Fix cabinets permission and access control checking.
+- The permission to add or remove documents to cabinets now applies to documents too.
+- Equalize dashboard widgets heights.
+- Switch the order of the DEFAULT_AUTHENTICATION_CLASSES of DRF. GitLab #400.
+- Backport document's version list view permission.
+- Improve code to unbind menu entries.
+- Renamed the document type permission namespace from "Document setup" to "Document types".
+- Add support for granting the document type edit, document type delete, and document type view
+  permissions to individual document type instances.
+- Improved tests by testing for accesses.
+- Increase the size of the mailing profile label field to 128 characters.
+
+2.5.2 (2017-07-08)
+==================
+- Improve new document creation signal handling.
+  Fixes issue with duplicate scanning at upload.
+
+2.5.1 (2017-07-08)
+==================
+- Update release target due to changes in PyPI.
+
+2.5 (2017-07-07)
+================
+- Add view to download a document's OCR text. GitLab #215
+- Add user configurable mailer. GitLab #286.
+- Use Toasts library for screen messages.
+- Reduce verbosity of some debug messages.
+- Add new lineart transformation.
+- Fix SANE source resolution field.
+- About and Profile menu reorganization.
+- PDF compatibility improvements.
+- Office document coversion improvements.
+- New metadata type setup UI.
+- Duplicated document scan support.
+- "Remember me" login support.
+- Forgotten password restore via email.
+- Document cache disabling.
+- Translation improvements.
+- Image loading improvements.
+- Lower JavaScript memory utilization.
+- HTML reponsive layout improvements.
+- Make document deletion a background task.
+- Unicode handling improvements.
+- Python3 compatilibyt improvements.
+- New screen messages using Toastr.
+
+2.4 (2017-06-23)
+================
+- Add Django-mathfilters.
+- Improve render of documents with no pages.
+- Add SANE scanner document source.
+- Added PDF orientation detection. GitLab issue #387.
+- Fix repeated permission list API URL. GitLab issue #389.
+- Fix role creation API endpoint not returning id. GitLab issue #390.
+- Make tags, metadata types and cabinets searchable via the dynamic search API. GitLab issue #344.
+- Add support for updating configuration options from environment variables.
+- Add purgelocks management command. GitLab issue #221.
+- Fix index rebuilding for multi value first levels. GitLab issue #391.
+- Truncate views titles via the APPEARANCE_MAXIMUM_TITLE_LENGTH setting. GitLab issue #217.
+- Add background task manager app. GitLab issue #132.
+- Add link to show a document's OCR errors. GitLab issue #291.
+
+2.3 (2017-06-08)
+================
+- Allow for bigger indexing expression templates.
+- Auto select checkbox when updating metadata values. GitLab issue #371.
+- Added support for passing the options allow-other and allow-root to the
+  FUSE index mirror. GitLab issue #385
+- Add support for check for the latest released version of Mayan from the
+  About menu.
+- Support for rebuilding specific indexes. GitLab issue #372.
+- Rewrite document indexing code to be faster and use less locking.
+- Use a predefined file path for the file lock.
+- Catch documents with not document version when displaying their thumbnails.
+- Document page navigation fix when using Mayan as a sub URL app.
+- Add support for indexing on workflow state changes.
+- Add search model list API endpoint.
+
+2.2 (2017-04-26)
+================
+- Remove the installation app (GitLab #301).
+- Add support for document page search
+- Remove recent searches feature
+- Remove dependency on the django-filetransfer library
+- Fix height calculation in resize transformation
+- Improve upgrade instructions
+- New image caching pipeline
+- New drop down menus for the documents, folders and tags app as well as for
+  the user links.
+- New Dashboard view
+- Moved licenses to their own module in every app
+- Update project to work with Django 1.10.4.
+- Tags are alphabetically ordered by label (GitLab #342).
+- Stop loading theme fonts from the web (GitLab #343).
+- Add support for attaching multiple tags (GitLab #307).
+- Integrate the Cabinets app.
+
+2.1.11 (2017-03-14)
+===================
+- Added a quick rename serializer to the document type API serializer.
+- Added per document type, workflow list API view.
+- Mayan EDMS was adopted a version 1.1 of the Linux Foundation Developer Certificate of Origin.
+- Added the detail url of a permission in the permission serializer.
+- Added endpoints for the ACL app API.
+- Implemented document workflows transition ACLs. GitLab issue #321.
+- Add document comments API endpoints. GitHub issue #249.
+- Add support for overriding the Celery class.
+- Changed the document upload view in source app to not use the HTTP referer
+  URL blindly, but instead recompose the URL using known view name. Needed
+  when integrating Mayan EDMS into other app via using iframes.
+- Addes size field to the document version serializer.
+- Removed the serializer from the deleted document restore API endpoint.
+- Added support for adding or editing document types to smart links via the
+  API.
+
+2.1.10 (2017-02-13)
+===================
+- Update Makefile to use twine for releases.
+- Add Makefile target to make test releases.
+
+2.1.9 (2017-02-13)
+==================
+- Update make file to Workaround long standing pypa wheel bug #99
+
+2.1.8 (2017-02-12)
+==================
+- Fixes in the trashed document API endpoints.
+- Improved tags API PUT and PATCH endpoints.
+- Bulk document adding when creating and editing tags.
+- The version of django-mptt is preserved in case mayan-cabinets is installed.
+- Add Django GPG API endpoints for singing keys.
+- Add API endpoints for the document states (workflows) app.
+- Add API endpoints for the messsage of the day (MOTD) app.
+- Add Smart link API endpoints.
+- Add writable versions of the Document and Document Type serializers (GitLab issues #348 and #349).
+- Close GitLab issue #310 "Metadata's lookup with chinese messages when new document"
+
+2.1.7 (2017-02-01)
+==================
+- Improved user management API endpoints.
+- Improved permissions API endpoints.
+- Improvements in the API tests of a few apps.
+- Addition Content type list API view to the common app.
+- Add API endpoints to the events app.
+- Enable the parser and validation fields of the metadata serializer.
+
+2.1.6 (2016-11-23)
+==================
+- Fix variable name typo in the rotation transformation class.
+- Update translations
+
+2.1.5 (2016-11-08)
+==================
+- Backport resize transformation math operation fix (GitLab #319).
+- Update Pillow to 3.1.2 (Security fix).
+- Backport zoom transformation performance improvement (GitLab #334).
+- Backport trash can navigation link resolution fix (GitLab #331).
+- Improve documentation regarding the use of GPG version 1 (GitLab #333).
+- Fix ACL create view HTML response type. (GitLab #335).
+- Expland staging folder and watch folder explanation.
+
+2.1.4 (2016-10-28)
+==================
+- Add missing link to the 2.1.3 release notes in the index file.
+- Improve TempfileCheckMixin.
+- Fix statistics namespace list display view.
+- Fix events list display view.
+- Update required Django version to 1.8.15.
+- Update required python-gnupg version to 0.3.9.
+- Improved orphaned temporary files test mixin.
+- Re-enable and improve GitLab CI MySQL testing.
+- Improved GPG handling.
+- New GPG backend system.
+- Minor documentation updates.
+
+2.1.3 (2016-06-29)
+==================
+- Add help message when initialsetup migration phase fails. Relates to GitLab issue #296.
+- Start using self.setdout instead of print as per documentation.
+- Fix GitLab issue #295, "When editing a user the top bar jumps to the name of the user".
+- Normalize handling of temporary file and directory creation.
+- Fix GitLab issue #309, "Temp files quickly filling-up my /tmp (1GB tmpfs)".
+- Explicitly check for residual temporary files in tests.
+- Add missing temporary file cleanup for office documents.
+- Fix file descriptor leak in the document signature download test.
+
+2.1.2 (2016-05-20)
+==================
+- Sort document languages and user profile locale language lists. GitLab issue #292.
+- Fix metadata lookup for {{ users }} and {{ group }}. Fixes GitLab #290.
+- Add Makefile for common development tasks
+
+2.1.1 (2016-05-17)
+==================
+- Fix navigation issue that make it impossible to add new sources. GitLab issue #288.
+- The Tesseract OCR backend now reports if the requested language file is missing. GitLab issue #289.
+- Ensure the automatic default index is created after the default document type.
+
+2.1 (2016-05-14)
+================
+- Upgrade to use Django 1.8.13. Issue #246.
+- Upgrade requirements.
+- Remove remaining references to Django's User model. GitLab issue #225
+- Rename 'Content' search box to 'OCR'.
+- Remove included login required middleware using django-stronghold instead (http://mikegrouchy.com/django-stronghold/).
+- Improve generation of success and error messages for class based views.
+- Remove ownership concept from folders.
+- Replace strip_spaces middleware with the spaceless template tag. GitLab issue #255
+- Deselect the update checkbox for optional metadata by default.
+- Silence all Django 1.8 model import warnings.
+- Implement per document type document creation permission. Closes GitLab issue #232.
+- Add icons to the document face menu links.
+- Increase icon to text spacing to 3px.
+- Make document type delete time period optional.
+- Fixed date locale handling in document properties, checkout and user detail views.
+- Add new permission: checkout details view.
+- Add HTML5 upload widget. Issue #162.
+- Add Message of the Day app. Issue #222
+- Update Document model's uuid field to use Django's native UUIDField class.
+- Add new split view index navigation
+- Newly uploaded documents appear in the Recent document list of the user.
+- Document indexes now have ACL support.
+- Remove the document index setup permission.
+- Status messages now display the object class on which they operate not just the word "Object".
+- More tests added.
+- Handle unicode filenames in staging folders.
+- Add staging file deletion permission.
+- New document_signature_view permission.
+- Add support for signing documents.
+- Instead of multiple keyservers only one keyserver is now supported.
+- Replace document type selection widget with an opened selection list.
+- Add mailing documentation chapter.
+- Add roadmap documentation chapter.
+- API updates.
+
+
+2.0.2 (2016-02-09)
+==================
+- Install testing dependencies when installing development dependencies.
+- Fix GitLab issue #250 "Empty optional lookup metadata trigger validation error".
+- Fix OCR API test.
+- Move metadata form value validation to .clean() method.
+- Only extract validation error messages from ValidationError exception instances.
+- Don't store empty metadata value if the update checkbox is not checked.
+- Add 2 second delay to document version tests to workaround MySQL limitation.
+- Strip HTML tags from the browser title.
+- Remove Docker and Docker Compose files.
+
+
+2.0.1 (2016-01-22)
+==================
+- Fix GitLab issue #243, "System allows a user to skip entering values for a required metadata field while uploading a new document"
+- Fix GitLab issue #245, "Add multiple metadata not possible"
+- Updated Vagrantfile to provision a production box too.
+
+
+2.0 (2015-12-04)
+================
+- New source homepage: https://gitlab.com/mayan-edms/mayan-edms
+- Update to Django 1.7
+- New Bootstrap Frontend UI
+- Easier theming and rebranding
+- Improved page navigation interface
+- Menu reorganization
+- Removal of famfam icon set
+- Improved document preview generation
+- Document submission for OCR changed to POST
+- New YAML based settings system
+- Removal of auto admin creation as separate app
+- Removal of dependencies
+- ACL system refactor
+- Object access control inheritance
+- Removal of anonymous user support
+- Metadata validators refactor
+- Trash can support
+- Retention policies
+- Support for sharing indexes as FUSE filesystems
+- Clickable preview images titles
+- Removal of eval
+- Smarter OCR, per page parsing or OCR fallback
+- Improve failure tolerance (not all Operational Errors are critical now)
+- RGB tags
+- Default document type and default document source
+- Link unbinding
+- Statistics refactor
+- Apps merge
+- New signals
+- Test improvements
+- Indexes recalculation after document creation too
+- Upgrade command
+- OCR data moved to ocr app from documents app
+- New internal document creation workflow return a document stub
+- Auto console debug logging during development and info during production
+- New class based and menu based navigation system
+- New class based transformations
+- Usage of Font Awesome icons set
+- Management command to remove obsolete permissions: `purgepermissions`
+- Normalization of 'title' and 'name' fields to 'label'
+- Improved API, now at version 1
+- Invert page title/project name order in browser title
+- Django's class based views pagination
+- Reduction of text strings
+- Removal of the CombinedSource class
+- Removal of default class ACLs
+- Removal of the ImageMagick and GraphicsMagick converter backends
+- Remove support for applying roles to new users automatically
+- Removal of the DOCUMENT_RESTRICTIONS_OVERRIDE permission
+- Removed the page_label field

LICENSE

@@ -1,4 +1,4 @@
-   Copyright 2011-2015 Roberto Rosario
+   Copyright 2011-2018 Roberto Rosario
 
    Licensed under the Apache License, Version 2.0 (the "License");
    you may not use this file except in compliance with the License.

MANIFEST.in

@@ -1,3 +1,3 @@
-include README.rst LICENSE HISTORY.rst
-recursive-include mayan *.txt *.html *.css *.ico *.png *.jpg *.js *.po *.mo *.ttf *.woff *.woff2 LICENSE
+include README.md LICENSE HISTORY.rst mayan/LICENSE
+recursive-include mayan/apps *.txt *.html *.css *.ico *.png *.jpg *.js *.po *.mo *.ttf *.woff *.woff2 *.gif *.eot *.svg *.doc *.pdf *.tiff *.sig *.asc *.gpg *.zip *.tar *.gz *.bz2 package.json
 global-exclude mayan/settings/local.py mayan/settings/travis/* mayan/media/*

Makefile

@@ -1,38 +1,53 @@
 .PHONY: clean-pyc clean-build
 
-define BROWSER_PYSCRIPT
-import sys, webbrowser
-webbrowser.open(sys.argv[1])
-endef
-export BROWSER_PYSCRIPT
-BROWSER := python -c "$$BROWSER_PYSCRIPT"
-
-
-help:
+help: docker-help
 	@echo
+	@echo "**** Main makefile ****"
 	@echo "clean-build - Remove build artifacts."
 	@echo "clean-pyc - Remove Python artifacts."
 	@echo "clean - Remove Python and build artifacts."
+	@echo "generate-setup - Create and updated setup.py"
+	@echo "check-readme - Checks validity of the README.rst file for PyPI publication."
+	@echo "check-missing_migrations - Make sure all models have proper migrations."
 
-	@echo "test MODULE=<python module name> - Run tests for a single App, module or test class."
 	@echo "test-all - Run all tests."
-	@echo "docs_serve - Run the livehtml documentation generator."
+	@echo "test MODULE=<python module name> - Run tests for a single app, module or test class."
+	@echo "test-with-postgres-all - Run all tests against a Postgres database container."
+	@echo "test-postgres MODULE=<python module name> - Run tests for a single app, module or test class against a Postgres database container."
+	@echo "test-with-mysql-all - Run all tests against a MySQL database container."
+	@echo "test-mysql MODULE=<python module name> - Run tests for a single app, module or test class against a MySQL database container."
+	@echo "test-with-oracle-all - Run all tests against a Oracle database container."
+	@echo "test-oracle MODULE=<python module name> - Run tests for a single app, module or test class against a Oracle database container."
 
-	@echo "translations_make - Refresh all translation files."
-	@echo "translations_compile - Compile all translation files."
-	@echo "translations_push - Upload all translation files to Transifex."
-	@echo "translations_pull - Download all translation files from Transifex."
+	@echo "docs-serve - Run the livehtml documentation generator."
 
-	@echo "requirements_dev - Install development requirements."
-	@echo "requirements_docs - Install documentation requirements."
-	@echo "requirements_testing - Install testing requirements."
+	@echo "translations-make - Refresh all translation files."
+	@echo "translations-compile - Compile all translation files."
+	@echo "translations-push - Upload all translation files to Transifex."
+	@echo "translations-pull - Download all translation files from Transifex."
 
 	@echo "sdist - Build the source distribution package."
 	@echo "wheel - Build the wheel distribution package."
 	@echo "release - Package (sdist and wheel) and upload a release."
-
+	@echo "test-release - Package (sdist and wheel) and upload to the PyPI test server."
+	@echo "release-test-via-docker-ubuntu - Package (sdist and wheel) and upload to the PyPI test server using an Ubuntu Docker builder."
+	@echo "release-via-docker-ubuntu - Package (sdist and wheel) and upload to PyPI using an Ubuntu Docker builder."
+	@echo "test-sdist-via-docker-ubuntu - Make an sdist packange and test it using an Ubuntu Docker container."
+	@echo "test-wheel-via-docker-ubuntu - Make a wheel package and test it using an Ubuntu Docker container."
 	@echo "runserver - Run the development server."
+	@echo "runserver_plus - Run the Django extension's development server."
+	@echo "shell_plus - Run the shell_plus command."
 
+	@echo "test-with-docker-services-on - Launch and initialize production-like services using Docker (Postgres and Redis)."
+	@echo "test-with-docker-services-off - Stop and delete the Docker production-like services."
+	@echo "test-with-docker-frontend - Launch a front end instance that uses the production-like services."
+	@echo "test-with-docker-worker - Launch a worker instance that uses the production-like services."
+	@echo "docker-mysql-on - Launch and initialize a MySQL Docker container."
+	@echo "docker-mysql-off - Stop and delete the MySQL Docker container."
+	@echo "docker-postgres-on - Launch and initialize a PostgreSQL Docker container."
+	@echo "docker-postgres-off - Stop and delete the PostgreSQL Docker container."
+
+	@echo "safety-check - Run a package safety check."
 
 # Cleaning
 
@@ -47,67 +62,276 @@ clean-pyc:
 	find . -name '*.pyc' -exec rm -f {} +
 	find . -name '*.pyo' -exec rm -f {} +
 	find . -name '*~' -exec rm -f {} +
+	find . -name '__pycache__' -exec rm -R -f {} + 
 
 
 # Testing
 
 test:
-	./manage.py test $(MODULE) --settings=mayan.settings.testing --nomigrations
+	./manage.py test $(MODULE) --settings=mayan.settings.testing.development --nomigrations $(ARGUMENTS)
 
 test-all:
-	./manage.py runtests --settings=mayan.settings.testing --nomigrations
+	./manage.py test --mayan-apps --settings=mayan.settings.testing.development --nomigrations $(ARGUMENTS)
 
+test-launch-postgres:
+	@docker rm -f test-postgres || true
+	@docker volume rm test-postgres || true
+	docker run -d --name test-postgres -p 5432:5432 -v test-postgres:/var/lib/postgresql/data healthcheck/postgres
+	sudo apt-get install -qq libpq-dev
+	pip install psycopg2
+	while ! docker inspect --format='{{json .State.Health}}' test-postgres|grep 'Status":"healthy"'; do sleep 1; done
+
+test-with-postgres: test-launch-postgres
+	./manage.py test $(MODULE) --settings=mayan.settings.testing.docker.db_postgres --nomigrations
+	@docker rm -f test-postgres || true
+	@docker volume rm test-postgres || true
+
+test-with-postgres-all: test-launch-postgres
+	./manage.py test --mayan-apps --settings=mayan.settings.testing.docker.db_postgres --nomigrations
+	@docker rm -f test-postgres || true
+	@docker volume rm test-postgres || true
+
+test-launch-mysql:
+	@docker rm -f test-mysql || true
+	@docker volume rm test-mysql || true
+	docker run -d --name test-mysql -p 3306:3306 -e MYSQL_ALLOW_EMPTY_PASSWORD=True -e MYSQL_DATABASE=mayan -v test-mysql:/var/lib/mysql healthcheck/mysql
+	sudo apt-get install -qq libmysqlclient-dev mysql-client
+	pip install mysql-python
+	while ! docker inspect --format='{{json .State.Health}}' test-mysql|grep 'Status":"healthy"'; do sleep 1; done
+	mysql -h 127.0.0.1 -P 3306 -uroot  -e "set global character_set_server=utf8mb4;"
+
+test-with-mysql: test-launch-mysql
+	./manage.py test $(MODULE) --settings=mayan.settings.testing.docker.db_mysql --nomigrations
+	@docker rm -f test-mysql || true
+	@docker volume rm test-mysql || true
+
+test-with-mysql-all: test-launch-mysql
+	./manage.py test --mayan-apps --settings=mayan.settings.testing.docker.db_mysql --nomigrations
+	@docker rm -f test-mysql || true
+	@docker volume rm test-mysql || true
+
+test-launch-oracle:
+	@docker rm -f test-oracle || true
+	@docker volume rm test-oracle || true
+	docker run -d --name test-oracle -p 49160:22 -p 49161:1521 -e ORACLE_ALLOW_REMOTE=true -v test-oracle:/u01/app/oracle wnameless/oracle-xe-11g
+	# https://gist.github.com/kimus/10012910
+	pip install cx_Oracle
+	while ! nc -z 127.0.0.1 49161; do sleep 1; done
+	sleep 10
+
+test-with-oracle: test-launch-oracle
+	./manage.py test $(MODULE) --settings=mayan.settings.testing.docker.db_oracle --nomigrations
+	@docker rm -f test-oracle || true
+	@docker volume rm test-oracle || true
+
+test-with-oracle-all: test-launch-oracle
+	./manage.py test --mayan-apps --settings=mayan.settings.testing.docker.db_oracle --nomigrations
+	@docker rm -f test-oracle || true
+	@docker volume rm test-oracle || true
 
 # Documentation
 
-docs_serve:
-	$(BROWSER) http://127.0.0.1:8000
+docs-serve:
 	cd docs;make livehtml
 
+docs-spellcheck:
+
+	sphinx-build -b spelling -d docs/_build/ docs docs/_build/spelling
 
 # Translations
 
-translations_make:
+translations-make:
 	contrib/scripts/process_messages.py -m
 
-translations_compile:
+translations-compile:
 	contrib/scripts/process_messages.py -c
 
-translations_push:
+translations-push:
 	tx push -s
 
-translations_pull:
-	tx pull
+translations-pull:
+	tx pull -f
 
 
-# Requirements
-
-requirements_dev:
-	pip install -r requirements/development.txt
-
-requirements_docs:
-	pip install -r requirements/documentation.txt
-
-requirements_testing:
-	pip install -r requirements/testing.txt
-
+generate-setup:
+	@./generate_setup.py
+	@echo "Complete."
 
 # Releases
 
-release: clean
-	python setup.py sdist bdist_wheel upload
+increase-version:
+	@VERSION=`grep "__version__ =" mayan/__init__.py| cut -d\' -f 2|./increase_version.py - $(PART)`; \
+	BUILD=`echo $$VERSION|awk '{split($$VERSION,a,"."); printf("0x%02d%02d%02d\n", a[1],a[2], a[3])}'`; \
+	sed -i -e "s/__build__ = 0x[0-9]*/__build__ = $${BUILD}/g" mayan/__init__.py; \
+	sed -i -e "s/__version__ = '[0-9\.]*'/__version__ = '$${VERSION}'/g" mayan/__init__.py; \
+	echo $$VERSION > docker/version
+	make generate-setup
+
+test-release: clean wheel
+	twine upload dist/* -r testpypi
+	@echo "Test with: pip install -i https://testpypi.python.org/pypi mayan-edms"
+
+release: clean wheel
+	twine upload dist/* -r pypi
 
 sdist: clean
 	python setup.py sdist
 	ls -l dist
 
-wheel: clean
-	python setup.py bdist_wheel
+wheel: clean sdist
+	pip wheel --no-index --no-deps --wheel-dir dist dist/*.tar.gz
 	ls -l dist
 
+release-test-via-docker-ubuntu:
+	docker run --rm --name mayan_release -v $(HOME):/host_home:ro -v `pwd`:/host_source -w /source ubuntu:16.04 /bin/bash -c "\
+	echo "LC_ALL=\"en_US.UTF-8\"" >> /etc/default/locale && \
+	locale-gen en_US.UTF-8 && \
+	update-locale LANG=en_US.UTF-8 && \
+	export LC_ALL=en_US.UTF-8 && \
+	cp -r /host_source/* . && \
+	apt-get update && \
+	apt-get install make python-pip -y && \
+	pip install -r requirements/build.txt && \
+	cp -r /host_home/.pypirc ~/.pypirc && \
+	make test-release"
+
+release-via-docker-ubuntu:
+	docker run --rm --name mayan_release -v $(HOME):/host_home:ro -v `pwd`:/host_source -w /source ubuntu:16.04 /bin/bash -c "\
+	apt-get update && \
+	apt-get -y install locales && \
+	echo "LC_ALL=\"en_US.UTF-8\"" >> /etc/default/locale && \
+	locale-gen en_US.UTF-8 && \
+	update-locale LANG=en_US.UTF-8 && \
+	export LC_ALL=en_US.UTF-8 && \
+	cp -r /host_source/* . && \
+	apt-get install make python-pip -y && \
+	pip install -r requirements/build.txt && \
+	cp -r /host_home/.pypirc ~/.pypirc && \
+	make release"
+
+test-sdist-via-docker-ubuntu:
+	docker run --rm --name mayan_sdist_test -v $(HOME):/host_home:ro -v `pwd`:/host_source -w /source ubuntu:16.04 /bin/bash -c "\
+	cp -r /host_source/* . && \
+	echo "LC_ALL=\"en_US.UTF-8\"" >> /etc/default/locale && \
+	locale-gen en_US.UTF-8 && \
+	update-locale LANG=en_US.UTF-8 && \
+	export LC_ALL=en_US.UTF-8 && \
+	apt-get update && \
+	apt-get install make python-pip libreoffice tesseract-ocr tesseract-ocr-deu poppler-utils -y && \
+	pip install -r requirements/development.txt && \
+	make sdist-test-suit \
+	"
+
+test-wheel-via-docker-ubuntu:
+	docker run --rm --name mayan_wheel_test -v $(HOME):/host_home:ro -v `pwd`:/host_source -w /source ubuntu:16.04 /bin/bash -c "\
+	cp -r /host_source/* . && \
+	echo "LC_ALL=\"en_US.UTF-8\"" >> /etc/default/locale && \
+	locale-gen en_US.UTF-8 && \
+	update-locale LANG=en_US.UTF-8 && \
+	export LC_ALL=en_US.UTF-8 && \
+	apt-get update && \
+	apt-get install make python-pip libreoffice tesseract-ocr tesseract-ocr-deu poppler-utils -y && \
+	pip install -r requirements/development.txt && \
+	make wheel-test-suit \
+	"
+
+sdist-test-suit: sdist
+	rm -f -R _virtualenv
+	virtualenv _virtualenv
+	sh -c '\
+	. _virtualenv/bin/activate; \
+	pip install `ls dist/*.gz`; \
+	_virtualenv/bin/mayan-edms.py initialsetup; \
+	pip install mock==2.0.0; \
+	_virtualenv/bin/mayan-edms.py test --mayan-apps \
+	'
+
+wheel-test-suit: wheel
+	rm -f -R _virtualenv
+	virtualenv _virtualenv
+	sh -c '\
+	. _virtualenv/bin/activate; \
+	pip install `ls dist/*.whl`; \
+	_virtualenv/bin/mayan-edms.py initialsetup; \
+	pip install mock==2.0.0; \
+	_virtualenv/bin/mayan-edms.py test --mayan-apps \
+	'
 
 # Dev server
 
 runserver:
-	$(BROWSER) http://127.0.0.1:8000
-	./manage.py runserver
+	./manage.py runserver --settings=mayan.settings.development $(ADDRPORT)
+
+runserver_plus:
+	./manage.py runserver_plus --settings=mayan.settings.development $(ADDRPORT)
+
+shell_plus:
+	./manage.py shell_plus --settings=mayan.settings.development
+
+test-with-docker-services-on:
+	docker run -d --name redis -p 6379:6379 redis
+	docker run -d --name postgres -p 5432:5432 postgres
+	while ! nc -z 127.0.0.1 6379; do sleep 1; done
+	while ! nc -z 127.0.0.1 5432; do sleep 1; done
+	sleep 4
+	./manage.py initialsetup --settings=mayan.settings.staging.docker
+
+test-with-docker-services-off:
+	docker stop postgres redis
+	docker rm postgres redis
+
+test-with-docker-frontend:
+	./manage.py runserver --settings=mayan.settings.staging.docker
+
+test-with-docker-worker:
+	./manage.py celery worker --settings=mayan.settings.staging.docker -B -l INFO
+
+docker-mysql-on:
+	docker run -d --name mysql -p 3306:3306 -e MYSQL_ALLOW_EMPTY_PASSWORD=True -e MYSQL_DATABASE=mayan_edms mysql
+	while ! nc -z 127.0.0.1 3306; do sleep 1; done
+
+docker-mysql-off:
+	docker stop mysql
+	docker rm mysql
+
+docker-postgres-on:
+	docker run -d --name postgres -p 5432:5432 postgres
+	while ! nc -z 127.0.0.1 5432; do sleep 1; done
+
+docker-postgres-off:
+	docker stop postgres
+	docker rm postgres
+
+
+# Security
+
+safety-check:
+	safety check
+
+
+# Other
+find-gitignores:
+	@export FIND_GITIGNORES=`find -name '.gitignore'| wc -l`; \
+	if [ $${FIND_GITIGNORES} -gt 1 ] ;then echo "More than one .gitignore found."; fi
+
+build:
+	docker rm -f mayan-edms-build || true && \
+	docker run --rm --name mayan-edms-build -v $(HOME):/host_home:ro -v `pwd`:/host_source -w /source python:2-slim sh -c "\
+	rm /host_source/dist -R || true && \
+	mkdir /host_source/dist || true && \
+	export LC_ALL=C.UTF-8 && \
+	cp -r /host_source/* . && \
+	apt-get update && \
+	apt-get install -y make && \
+	pip install -r requirements/build.txt && \
+	make wheel && \
+	cp dist/* /host_source/dist/"
+
+check-readme:
+	python setup.py check -r -s
+
+check-missing-migrations:
+	./manage.py makemigrations --dry-run --noinput --check
+
+
+include docker/Makefile

README.md

@@ -0,0 +1,72 @@
+[![pypi][pypi]][pypi-url]
+[![builds][builds]][builds-url]
+[![coverage][cover]][cover-url]
+![python][python]
+![license][license]
+[![Docker pulls](https://img.shields.io/docker/pulls/mayanedms/mayanedms.svg?maxAge=3600)](https://hub.docker.com/r/mayanedms/mayanedms/)
+[![Docker Stars](https://img.shields.io/docker/stars/mayanedms/mayanedms.svg?maxAge=3600)](https://hub.docker.com/r/mayanedms/mayanedms/)
+[![Docker layers](https://images.microbadger.com/badges/image/mayanedms/mayanedms.svg)](https://microbadger.com/images/mayanedms/mayanedms)
+
+[pypi]: http://img.shields.io/pypi/v/mayan-edms.svg
+[pypi-url]: http://badge.fury.io/py/mayan-edms
+
+[builds]: https://gitlab.com/mayan-edms/mayan-edms/badges/master/build.svg
+[builds-url]: https://gitlab.com/mayan-edms/mayan-edms/pipelines
+
+[cover]: https://codecov.io/gitlab/mayan-edms/mayan-edms/coverage.svg?branch=master
+[cover-url]: https://codecov.io/gitlab/mayan-edms/mayan-edms?branch=master
+
+[python]: https://img.shields.io/pypi/pyversions/mayan-edms.svg
+[python-url]: https://img.shields.io/pypi/l/mayan-edms.svg?style=flat
+
+[license]: https://img.shields.io/pypi/l/mayan-edms.svg?style=flat
+[license-url]: https://img.shields.io/pypi/l/mayan-edms.svg?style=flat
+
+
+<div align="center">
+  <a href="http://www.mayan-edms.com">
+    <img width="200" heigth="200" src="https://gitlab.com/mayan-edms/mayan-edms/raw/master/docs/_static/mayan_logo.png">
+  </a>
+  <br>
+  <br>
+  <p>
+    Mayan EDMS is a document management system. Its main purpose is to store,
+    introspect, and categorize files, with a strong emphasis on preserving the
+    contextual and business information of documents. It can also OCR, preview,
+    label, sign, send, and receive thoses files. Other features of interest
+    are its workflow system, role based access control, and REST API.
+  <p>
+
+<p align="center">
+    <img width="400" src="https://gitlab.com/mayan-edms/mayan-edms/raw/master/docs/_static/overview.gif">
+</p>
+
+</div>
+
+<h2 align="center">Installation</h2>
+
+The easiest way to use Mayan EDMS is by using the official
+[Docker](https://www.docker.com/) image. Make sure Docker is properly installed
+and working before attempting to install Mayan EDMS.
+
+For the complete set of installation instructions visit the Mayan EDMS documentation
+at: https://docs.mayan-edms.com/topics/installation.html
+
+<h2 align="center">Hardware requirements</h2>
+
+- 2 Gigabytes of RAM (1 Gigabyte if OCR is turned off).
+- Multiple core CPU (64 bit, faster than 1 GHz recommended).
+
+<h2 align="center">Important links</h2>
+
+
+- [Homepage](http://www.mayan-edms.com)
+- [Documentation](https://docs.mayan-edms.com)
+- [Wiki](https://wiki.mayan-edms.com/)
+- [Contributing](https://gitlab.com/mayan-edms/mayan-edms/blob/master/CONTRIBUTING.md)
+- [Forum](https://forum.mayan-edms.com/)
+- [Source code, issues, bugs](https://gitlab.com/mayan-edms/mayan-edms)
+- [Plug-ins, other related projects](https://gitlab.com/mayan-edms/)
+- [Translations](https://www.transifex.com/rosarior/mayan-edms/)
+- [Videos](https://www.youtube.com/channel/UCJOOXHP1MJ9lVA7d8ZTlHPw)
+

README.rst

@@ -1,73 +1,60 @@
-|PyPI badge| |Build Status| |Coverage badge| |License badge|
-
-|Logo|
-
-Description
------------
-
-Free Open Source Electronic Document Management System.
-
-`Website`_
-
-`Video demostration`_
-
-`Documentation`_
-
-`Translations`_
-
-`Mailing list (via Google Groups)`_
-
-|Animation|
-
-License
--------
-
-This project is open sourced under `Apache 2.0 License`_.
-
-Installation
-------------
-
-To install Mayan EDMS, simply do:
-
-.. code-block:: bash
-
-    $ virtualenv venv
-    $ source venv/bin/activate
-    $ pip install mayan-edms
-    $ mayan-edms.py initialsetup
-    $ mayan-edms.py runserver
-
-Point your browser to 127.0.0.1:8000 and use the automatically created admin
-account.
-
-Contribute
-----------
-
-- Check for open issues or open a fresh issue to start a discussion around a feature idea or a bug.
-- Fork `the repository`_ on GitLab to start making your changes to the **development** branch (or branch off of it).
-- Write a test which shows that the bug was fixed or that the feature works as expected.
-- Add yourself to the `contributors file`_.
-- Send a merge request.
+|pypi| |builds| |coverage| |python| |license| |docker_pulls| |docker_stars| |docker_layers|
 
 
-.. _Website: http://www.mayan-edms.com
-.. _Video demostration: http://bit.ly/pADNXv
-.. _Documentation: http://readthedocs.org/docs/mayan/en/latest/
-.. _Translations: https://www.transifex.com/projects/p/mayan-edms/
-.. _Mailing list (via Google Groups): http://groups.google.com/group/mayan-edms
-.. _Apache 2.0 License: https://www.apache.org/licenses/LICENSE-2.0.txt
-.. _`the repository`: http://gitlab.com/mayan-edms/mayan-edms
-.. _`contributors file`: https://gitlab.com/mayan-edms/mayan-edms/blob/master/docs/topics/contributors.rst
+.. image:: https://gitlab.com/mayan-edms/mayan-edms/raw/master/docs/_static/mayan_logo.png
+    :align: center
+    :width: 200
+    :height: 200
 
-.. |Build Status| image:: https://gitlab.com/mayan-edms/mayan-edms/badges/master/build.svg
-   :target: https://gitlab.com/mayan-edms/mayan-edms/commits/master
-.. |Logo| image:: https://gitlab.com/mayan-edms/mayan-edms/raw/master/docs/_static/mayan_logo.png
-.. |Animation| image:: https://gitlab.com/mayan-edms/mayan-edms/raw/master/docs/_static/overview.gif
-.. |PyPI badge| image:: http://img.shields.io/pypi/v/mayan-edms.svg?style=flat
+Mayan EDMS is a document management system. Its main purpose is to store,
+introspect, and categorize files, with a strong emphasis on preserving the
+contextual and business information of documents. It can also OCR, preview,
+label, sign, send, and receive thoses files. Other features of interest
+are its workflow system, role based access control, and REST API.
+
+.. image:: https://gitlab.com/mayan-edms/mayan-edms/raw/master/docs/_static/overview.gif
+    :align: center
+    :width: 300
+
+The easiest way to use Mayan EDMS is by using the official Docker_ image.
+Make sure Docker is properly installed and working before attempting to install
+Mayan EDMS.
+
+For the complete set of installation instructions visit the Mayan EDMS documentation
+at: https://docs.mayan-edms.com/topics/installation.html
+
+.. _Docker: https://www.docker.com/
+
+Hardware requirements
+
+- 2 Gigabytes of RAM (1 Gigabyte if OCR is turned off).
+- Multiple core CPU (64 bit, faster than 1 GHz recommended).
+
+
+Important links
+
+- `Homepage <http://www.mayan-edms.com>`__
+- `Documentation <https://docs.mayan-edms.com>`__
+- `Wiki <https://wiki.mayan-edms.com>`__
+- `Contributing <https://gitlab.com/mayan-edms/mayan-edms/blob/master/CONTRIBUTING.md>`__
+- `Forum <https://forum.mayan-edms.com>`__
+- `Source code, issues, bugs <https://gitlab.com/mayan-edms/mayan-edms>`__
+- `Plug-ins, other related projects <https://gitlab.com/mayan-edms/>`__
+- `Translations <https://www.transifex.com/rosarior/mayan-edms/>`__
+- `Videos <https://www.youtube.com/channel/UCJOOXHP1MJ9lVA7d8ZTlHPw>`__
+
+
+.. |pypi| image:: http://img.shields.io/pypi/v/mayan-edms.svg
    :target: http://badge.fury.io/py/mayan-edms
-.. |License badge| image:: http://img.shields.io/badge/license-Apache%202.0-green.svg?style=flat
-.. |Analytics| image:: https://ga-beacon.appspot.com/UA-52965619-2/mayan-edms/readme?pixel
-.. |Coverage badge| image:: https://codecov.io/gitlab/mayan-edms/mayan-edms/coverage.svg?branch=master
+.. |builds| image:: https://gitlab.com/mayan-edms/mayan-edms/badges/master/build.svg
+   :target: https://gitlab.com/mayan-edms/mayan-edms/pipelines
+.. |coverage| image:: https://codecov.io/gitlab/mayan-edms/mayan-edms/coverage.svg?branch=master
    :target: https://codecov.io/gitlab/mayan-edms/mayan-edms?branch=master
-
-|Analytics|
+.. |python| image:: https://img.shields.io/pypi/pyversions/mayan-edms.svg
+.. |license| image:: https://img.shields.io/pypi/l/mayan-edms.svg?style=flat
+.. |docker_pulls| image:: https://img.shields.io/docker/pulls/mayanedms/mayanedms.svg?maxAge=3600
+   :target: https://hub.docker.com/r/mayanedms/mayanedms/
+.. |docker_stars| image:: https://img.shields.io/docker/stars/mayanedms/mayanedms.svg?maxAge=3600
+   :target: https://hub.docker.com/r/mayanedms/mayanedms/
+.. |docker_layers| image:: https://images.microbadger.com/badges/image/mayanedms/mayanedms.svg
+   :target: https://microbadger.com/images/mayanedms/mayanedms

Vagrantfile

@@ -1,33 +0,0 @@
-# -*- mode: ruby -*-
-# vi: set ft=ruby :
-
-VAGRANTFILE_API_VERSION = "2"
-
-Vagrant.configure(VAGRANTFILE_API_VERSION) do |config|
-  config.vm.box = "ubuntu/trusty64"
-
-  config.vm.provider :lxc do |v, override|
-    override.vm.box = "fgrehm/trusty64-lxc"
-  end
-
-  config.vm.provider :virtualbox do |vb|
-    vb.customize ["modifyvm", :id, "--memory", "1024"]
-  end
-
-  # Development box
-  config.vm.define "development", autostart: false do |development|
-    development.vm.network "forwarded_port", guest: 8000, host: 8000
-    development.vm.synced_folder ".", "/mayan-edms-repository"
-    development.vm.provision :shell, :path => "contrib/scripts/install/development.sh", privileged: false
-
-    development.vm.provision "file", destination: "/home/vagrant/mayan-edms/mayan/settings/celery_redis.py", source: "contrib/settings/celery_redis.py"
-    development.vm.provision "file", destination: "/home/vagrant/mayan-edms/mayan_edms_worker.sh", source: "contrib/misc/mayan_edms_worker.sh"
-  end
-
-  # Production box
-  config.vm.define "production", autostart: false do |production|
-    production.vm.network "forwarded_port", guest: 80, host: 8080
-    production.vm.provision :shell, :path => "contrib/scripts/install/production.sh", privileged: true
-  end
-
-end

__init__.py.tmpl

@@ -0,0 +1,14 @@
+from __future__ import unicode_literals
+
+__title__ = 'Mayan EDMS'
+__version__ = '{{ version }}'
+__build__ = {{ build }}
+__build_string__ = '{{ build_string }}'
+__django_version__ = '1.11'
+__author__ = 'Roberto Rosario'
+__author_email__ = 'roberto.rosario@mayan-edms.com'
+__description__ = 'Free Open Source Electronic Document Management System'
+__license__ = 'Apache 2.0'
+__copyright_short__ = '2011-2018 Roberto Rosario'
+__copyright__ = '{} {}'.format('Copyright', __copyright_short__)
+__website__ = 'https://www.mayan-edms.com'

contrib/misc/mayan_edms_worker.sh

@@ -1,3 +0,0 @@
-#!/bin/sh
-
-DJANGO_SETTINGS_MODULE='mayan.settings.celery_redis' celery -A mayan worker -l DEBUG -Ofair -B

contrib/nginx/mayan

@@ -1,22 +0,0 @@
-server {
-    listen 80;
-    server_name localhost;
-
-    location / {
-        include uwsgi_params;
-        uwsgi_pass unix:/usr/share/mayan-edms/uwsgi.sock;
-
-        client_max_body_size 30M;  # Increse if your plan to upload bigger documents
-        proxy_read_timeout 30s;  # Increase if your document uploads take more than 30 seconds
-    }
-
-    location /static {
-        alias /usr/share/mayan-edms/mayan/media/static;
-        expires 1h;
-    }
-
-    location /favicon.ico {
-        alias /usr/share/mayan-edms/mayan/media/static/appearance/images/favicon.ico;
-        expires 1h;
-    }
-}

contrib/scripts/PEP8_check.sh

@@ -1 +0,0 @@
-flake8 --ignore=E501 mayan/apps  | grep -v "F401 'models' imported but unused" | grep -v "F811 redefinition of unused 'models'"| grep -v "F401 'db' imported but unused" | grep -v "F812 list comprehension redefines 'user_id'" | grep -v "F812 list comprehension redefines 'document_id'" |less

contrib/scripts/docker/run-tests.sh

@@ -0,0 +1,8 @@
+#!/bin/sh
+
+apt-get update
+apt-get install -y --no-install-recommends tesseract-ocr-deu
+
+$MAYAN_PIP_BIN install -r $DOCKER_ROOT/requirements-testing.txt
+
+$MAYAN_BIN test --mayan-apps --settings=mayan.settings.testing

contrib/scripts/install/development.sh

@@ -18,7 +18,7 @@ sudo apt-get -qq update
 sudo apt-get -y upgrade
 
 echo -e "\n -> Installing core binaries \n"
-sudo apt-get -y install git-core python-virtualenv gcc python-dev libjpeg-dev libpng-dev libtiff-dev tesseract-ocr poppler-utils libreoffice
+sudo apt-get -y install exiftool git-core python-virtualenv gcc python-dev libjpeg-dev libpng-dev libtiff-dev tesseract-ocr poppler-utils libreoffice
 
 echo -e "\n -> Cloning development branch of repository \n"
 git clone /mayan-edms-repository/ $INSTALLATION_DIRECTORY

contrib/scripts/install/docker.sh

@@ -0,0 +1,131 @@
+#!/bin/sh
+set -e
+
+# This script is meant for quick & easy install via:
+#   $ curl -fsSL get.mayan-edms.com -o get-mayan-edms.sh
+#   $ sh get-mayan-edms.sh
+#
+# NOTE: Make sure to verify the contents of the script
+#       you downloaded matches the contents of docker.sh
+#       located at https://gitlab.com/mayan-edms/mayan-edms/blob/master/contrib/scripts/install/docker.sh
+#       before executing.
+
+: ${VERBOSE:=true}
+: ${INSTALL_DOCKER:=false}
+: ${DELETE_VOLUMES:=false}
+: ${DATABASE_USER:=mayan}
+: ${DATABASE_NAME:=mayan}
+: ${DATABASE_PASSWORD:=mayanuserpass}
+: ${DOCKER_POSTGRES_IMAGE:=postgres:9.5}
+: ${DOCKER_POSTGRES_CONTAINER:=mayan-edms-postgres}
+: ${DOCKER_POSTGRES_VOLUME:=/docker-volumes/mayan-edms/postgres}
+: ${DOCKER_POSTGRES_PORT:=5432}
+: ${DOCKER_MAYAN_IMAGE:=mayanedms/mayanedms:latest}
+: ${DOCKER_MAYAN_CONTAINER:=mayan-edms}
+: ${DOCKER_MAYAN_VOLUME:=/docker-volumes/mayan-edms/media}
+
+cat << EOF
+
+███╗   ███╗ █████╗ ██╗   ██╗ █████╗ ███╗   ██╗
+████╗ ████║██╔══██╗╚██╗ ██╔╝██╔══██╗████╗  ██║
+██╔████╔██║███████║ ╚████╔╝ ███████║██╔██╗ ██║
+██║╚██╔╝██║██╔══██║  ╚██╔╝  ██╔══██║██║╚██╗██║
+██║ ╚═╝ ██║██║  ██║   ██║   ██║  ██║██║ ╚████║
+╚═╝     ╚═╝╚═╝  ╚═╝   ╚═╝   ╚═╝  ╚═╝╚═╝  ╚═══╝
+Docker deploy script
+
+NOTE: Make sure to verify the contents of this script
+matches the contents of docker.sh located at https://gitlab.com/mayan-edms/mayan-edms/blob/master/contrib/scripts/install/docker.sh before executing.
+
+EOF
+
+if [ "$VERBOSE" = true ]; then
+echo "Variable values to be used:"
+echo "---------------------------"
+echo "INSTALL_DOCKER: $INSTALL_DOCKER"
+echo "DELETE_VOLUMES: $DELETE_VOLUMES"
+echo "DATABASE_USER: $DATABASE_USER"
+echo "DATABASE_NAME: $DATABASE_NAME"
+echo "DATABASE_PASSWORD: $DATABASE_PASSWORD"
+echo "DOCKER_POSTGRES_IMAGE: $DOCKER_POSTGRES_IMAGE"
+echo "DOCKER_POSTGRES_CONTAINER: $DOCKER_POSTGRES_CONTAINER"
+echo "DOCKER_POSTGRES_VOLUME: $DOCKER_POSTGRES_VOLUME"
+echo "DOCKER_POSTGRES_PORT: $DOCKER_POSTGRES_PORT"
+echo "DOCKER_MAYAN_IMAGE: $DOCKER_MAYAN_IMAGE"
+echo "DOCKER_MAYAN_CONTAINER: $DOCKER_MAYAN_CONTAINER"
+echo "DOCKER_MAYAN_VOLUME: $DOCKER_MAYAN_VOLUME"
+echo "\nStarting in 10 seconds."
+sleep 10
+fi
+
+if [ "$INSTALL_DOCKER" = true ]; then
+    echo -n "* Installing Docker..."
+    curl -fsSL get.docker.com -o get-docker.sh >/dev/null
+    sh get-docker.sh >/dev/null 2>&1
+    rm get-docker.sh
+    echo "Done"
+fi
+
+if [ -z `which docker`  ]; then
+    echo "Docker is not installed. Rerun this script with the variable INSTALL_DOCKER set to true."
+    exit 1
+fi
+
+echo -n "* Removing existing Mayan EDMS and PostgreSQL containers (no data will be lost)..."
+true || docker stop $DOCKER_MAYAN_CONTAINER >/dev/null 2>&1
+true || docker rm $DOCKER_MAYAN_CONTAINER >/dev/null 2>&1
+true || docker stop $DOCKER_POSTGRES_CONTAINER >/dev/null 2>&1
+true || docker rm $DOCKER_POSTGRES_CONTAINER >/dev/null 2>&1
+echo "Done"
+
+if [ "$DELETE_VOLUMES" = true ]; then
+echo -n "* Deleting Docker volumes in 5 seconds (warning: this delete all document data)..."
+sleep 5
+true || rm DOCKER_MAYAN_VOLUME -Rf
+true || rm DOCKER_POSTGRES_VOLUME -Rf
+echo "Done"
+fi
+
+echo -n "* Pulling (downloading) the Mayan EDMS Docker image..."
+docker pull $DOCKER_MAYAN_IMAGE >/dev/null
+echo "Done"
+
+echo -n "* Pulling (downloading) the PostgreSQL Docker image..."
+docker pull $DOCKER_POSTGRES_IMAGE > /dev/null
+echo "Done"
+
+echo -n "* Deploying the PostgreSQL container..."
+docker run -d \
+--name $DOCKER_POSTGRES_CONTAINER \
+--restart=always \
+-p $DOCKER_POSTGRES_PORT:5432 \
+-e POSTGRES_USER=$DATABASE_USER \
+-e POSTGRES_DB=$DATABASE_NAME \
+-e POSTGRES_PASSWORD=$DATABASE_PASSWORD \
+-v $DOCKER_POSTGRES_VOLUME:/var/lib/postgresql/data \
+$DOCKER_POSTGRES_IMAGE >/dev/null
+echo "Done"
+
+echo -n "* Waiting for the PostgreSQL container to be ready (10 seconds)..."
+sleep 10
+echo "Done"
+
+echo -n "* Deploying Mayan EDMS container..."
+docker run -d \
+--name $DOCKER_MAYAN_CONTAINER \
+--restart=always \
+-p 80:8000 \
+-e MAYAN_DATABASE_ENGINE=django.db.backends.postgresql \
+-e MAYAN_DATABASE_HOST=172.17.0.1 \
+-e MAYAN_DATABASE_NAME=$DATABASE_NAME \
+-e MAYAN_DATABASE_PASSWORD=$DATABASE_PASSWORD \
+-e MAYAN_DATABASE_USER=$DATABASE_USER \
+-e MAYAN_DATABASE_PORT=$DOCKER_POSTGRES_PORT \
+-e MAYAN_DATABASE_CONN_MAX_AGE=60 \
+-v $DOCKER_MAYAN_VOLUME:/var/lib/mayan \
+$DOCKER_MAYAN_IMAGE >/dev/null
+echo "Done"
+
+echo -n "* Waiting for the Mayan EDMS container to be ready (might take a few minutes)..."
+while ! curl --output /dev/null --silent --head --fail http://localhost:80; do sleep 1 && echo -n .; done;
+echo "Done"

contrib/scripts/install/production.sh

@@ -20,7 +20,7 @@ apt-get -qq update
 apt-get -y upgrade
 
 echo -e "\n -> Installing core binaries \n"
-apt-get install nginx supervisor redis-server postgresql libpq-dev libjpeg-dev libmagic1 libpng-dev libreoffice libtiff-dev gcc ghostscript gpgv python-dev python-virtualenv tesseract-ocr poppler-utils -y
+apt-get install exiftool nginx supervisor redis-server postgresql libpq-dev libjpeg-dev libmagic1 libpng-dev libreoffice libtiff-dev gcc ghostscript gpgv python-dev python-virtualenv tesseract-ocr poppler-utils -y
 
 echo -e "\n -> Setting up virtualenv \n"
 rm -f ${INSTALLATION_DIRECTORY}
@@ -133,7 +133,7 @@ EOF
 echo -e "\n -> Creating the supervisor file for the Celery worker, /etc/supervisor/conf.d/mayan-celery.conf \n"
 cat > /etc/supervisor/conf.d/mayan-celery.conf << EOF
 [program:mayan-worker]
-command = ${INSTALLATION_DIRECTORY}bin/python ${INSTALLATION_DIRECTORY}bin/mayan-edms.py celery --settings=mayan.settings.production worker -Ofair -l ERROR
+command = ${INSTALLATION_DIRECTORY}bin/python ${INSTALLATION_DIRECTORY}bin/mayan-edms.py celery --settings=mayan.settings.production worker -l ERROR
 directory = ${INSTALLATION_DIRECTORY}
 user = www-data
 stdout_logfile = /var/log/mayan/worker-stdout.log
@@ -161,7 +161,7 @@ priority = 998
 EOF
 
 echo -e "\n -> Collecting the static files \n"
-mayan-edms.py collectstatic --noinput
+mayan-edms.py preparestatic --noinput
 
 echo -e "\n -> Making the installation directory readable and writable by the webserver user \n"
 chown www-data:www-data ${INSTALLATION_DIRECTORY} -R

contrib/scripts/make_dists.sh

@@ -1,4 +0,0 @@
-#!/bin/sh
-
-python setup.py sdist
-pip wheel --no-index --no-deps --wheel-dir dist dist/*.tar.gz

contrib/scripts/make_fabfile_tar.sh

@@ -1,3 +0,0 @@
-#!/bin/sh
-find 'fabfile' -depth -name '*.pyc' -exec rm {} \;
-tar -czvf contrib/fabfile.tar.gz fabfile

contrib/scripts/process_messages.py

@@ -1,23 +1,28 @@
 #!/usr/bin/env python
+
+from __future__ import print_function
+
 import os
 import optparse
 
 import sh
 
+
 APP_LIST = (
-    'acls', 'appearance', 'authentication', 'checkouts', 'common',
-    'converter', 'django_gpg', 'document_comments', 'document_indexing',
+    'acls', 'appearance', 'authentication', 'autoadmin', 'cabinets',
+    'checkouts', 'common', 'converter', 'dashboards', 'django_gpg',
+    'document_comments', 'document_indexing', 'document_parsing',
     'document_signatures', 'document_states', 'documents', 'dynamic_search',
-    'events', 'folders', 'installation', 'linking', 'lock_manager', 'mailer',
-    'metadata', 'mirroring', 'motd', 'navigation', 'ocr', 'permissions',
-    'rest_api', 'smart_settings', 'sources', 'statistics', 'storage', 'tags',
-    'user_management'
+    'events', 'file_caching', 'linking', 'lock_manager', 'mayan_statistics',
+    'mailer', 'metadata', 'mirroring', 'motd', 'navigation', 'ocr',
+    'permissions', 'rest_api', 'smart_settings', 'sources', 'storage',
+    'tags', 'task_manager', 'user_management'
 )
 
 LANGUAGE_LIST = (
     'ar', 'bg', 'bs_BA', 'da', 'de_DE', 'en', 'es', 'fa', 'fr', 'hu', 'id',
-    'it', 'nl_NL', 'pl', 'pt', 'pt_BR', 'ro_RO', 'ru', 'sl_SI', 'vi_VN',
-    'zh_CN',
+    'it', 'nl_NL', 'pl', 'pt', 'pt_BR', 'ro_RO', 'ru', 'sl_SI', 'tr_TR',
+    'vi_VN', 'zh_CN',
 )
 
 makemessages = sh.Command('django-admin.py')
@@ -37,29 +42,29 @@ BASE_DIR = os.path.abspath(
 
 def process(command, app_list, language_list):
     if command == makemessages:
-        print 'Making messages'
+        print('Making messages')
     elif command == compilemessages:
-        print 'Compiling messages'
+        print('Compiling messages')
     elif command == pull_translations:
-        print 'Pulling translation files'
+        print('Pulling translation files')
     elif command == push_translations:
-        print 'Pushing translation files'
+        print('Pushing translation files')
 
     if command in [compilemessages, makemessages]:
         for app in app_list:
-            print 'Processing app: %s...' % app
+            print('Processing app: %s...' % app)
             app_path = os.path.join(BASE_DIR, 'apps', app)
             os.chdir(app_path)
             for lang in language_list:
-                print 'Doing language: %s' % lang
+                print('Doing language: %s' % lang)
                 command(locale=lang)
     elif command == pull_translations:
         for lang in language_list:
-            print 'Doing language: %s' % lang
+            print('Doing language: %s' % lang)
             command('-f', '-l', lang)
     elif command == push_translations:
         for lang in language_list:
-            print 'Doing language: %s' % lang
+            print('Doing language: %s' % lang)
             command('-s', '-l', lang)
 
 

contrib/scripts/statistics.py

@@ -0,0 +1,105 @@
+#!/usr/bin/env python
+
+from __future__ import print_function
+
+import os
+
+BASE_PATH = 'mayan/apps'
+
+
+def print_views_summary(module_filename):
+    with open(module_filename) as file_object:
+        print('    module:', module_filename)
+        count_class_based_views = 0
+        count_function_based_views = 0
+        for line in file_object:
+            if line.startswith('class') and 'View' in line:
+                count_class_based_views += 1
+
+            if line.startswith('def') and 'request' in line:
+                count_function_based_views += 1
+
+    print('      class based views: {}'.format(count_class_based_views))
+    print('      function based views: {}'.format(count_function_based_views))
+    return count_class_based_views, count_function_based_views
+
+
+def print_tests_summary(module_filename):
+    with open(module_filename) as file_object:
+        print('    module:', module_filename)
+        count_tests = 0
+        for line in file_object:
+            if line.startswith('    def test'):
+                count_tests += 1
+
+    print('      tests: {}'.format(count_tests))
+    return count_tests
+
+
+if __name__ == '__main__':
+    count_totals = {
+        'Apps': 0,
+        'Class based views': 0,
+        'Function based views': 0,
+        'Class based API views': 0,
+        'Function based API views': 0,
+        'Tests': 0,
+    }
+
+    for app_name in sorted(os.listdir(BASE_PATH)):
+        if app_name != '__init__.py':
+            count_totals['Apps'] += 1
+            print('\n\nApp name: {}'.format(app_name))
+            app_path = os.path.join(BASE_PATH, app_name)
+
+            print('\n  Views')
+            try:
+                module_filename = os.path.join(app_path, 'views.py')
+                count_class_based_views, count_function_based_views = print_views_summary(module_filename=module_filename)
+                count_totals['Class based views'] += count_class_based_views
+                count_totals['Function based views'] += count_function_based_views
+
+            except IOError:
+                # Check for multiple view files inside a view directory
+                try:
+                    module_path = os.path.join(app_path, 'views')
+                    for module_name in os.listdir(module_path):
+                        if not module_name.startswith('__init__.py') and not module_name.endswith('.pyc'):
+                            module_filename = os.path.join(module_path, module_name)
+                            count_class_based_views, count_function_based_views = print_views_summary(module_filename=module_filename)
+                            count_totals['Class based views'] += count_class_based_views
+                            count_totals['Function based views'] += count_function_based_views
+                except OSError:
+                    # No views directory, skip app
+                    print('    No views')
+
+            print('\n  API Views')
+            try:
+                module_filename = os.path.join(app_path, 'api_views.py')
+                count_class_based_views, count_function_based_views = print_views_summary(module_filename=module_filename)
+                count_totals['Class based API views'] += count_class_based_views
+                count_totals['Function based API views'] += count_function_based_views
+
+            except IOError:
+                # No API views directory, skip app
+                print('    No API views')
+
+            print('\n  Tests')
+            module_path = os.path.join(app_path, 'tests')
+            try:
+                for module_name in os.listdir(module_path):
+                    if not module_name.startswith('__init__.py') and not module_name.endswith('.pyc'):
+                        module_filename = os.path.join(module_path, module_name)
+                        if module_name.startswith('test'):
+                            count_tests = print_tests_summary(module_filename=module_filename)
+                            count_totals['Tests'] += count_tests
+
+            except OSError:
+                # No tests directory, skip app
+                print('    No tests')
+
+    print('-' * 10)
+
+    print('Totals:')
+    for key, value in count_totals.items():
+        print('  {}: {}'.format(key, value))

contrib/settings/celery_redis.py

@@ -1,5 +0,0 @@
-from .local import *
-
-CELERY_ALWAYS_EAGER = False
-BROKER_URL = 'redis://127.0.0.1:6379/0'
-CELERY_RESULT_BACKEND = 'redis://127.0.0.1:6379/0'

contrib/settings/ldap_connection_settings.py

@@ -0,0 +1,64 @@
+from __future__ import absolute_import
+
+import ldap
+from django_auth_ldap.config import LDAPSearch
+
+from .base import *  # NOQA
+from django.contrib.auth import get_user_model
+
+SECRET_KEY = '<your secret key>'
+
+# makes sure this works in Active Directory
+ldap.set_option(ldap.OPT_REFERRALS, 0)
+
+# This is the default, but I like to be explicit.
+AUTH_LDAP_ALWAYS_UPDATE_USER = True
+
+LDAP_USER_AUTO_CREATION = "False"
+LDAP_URL = "ldap://<your ldap server IP>:389/"
+LDAP_BASE_DN = "dc=paramatrix,dc=co,dc=in"
+LDAP_ADDITIONAL_USER_DN = "dc=people"
+LDAP_ADMIN_DN = ""
+LDAP_PASSWORD = ""
+
+AUTH_LDAP_SERVER_URI = LDAP_URL
+AUTH_LDAP_BIND_DN = LDAP_ADMIN_DN
+AUTH_LDAP_BIND_PASSWORD = LDAP_PASSWORD
+
+
+AUTH_LDAP_USER_SEARCH = LDAPSearch(
+    '%s,%s' % (LDAP_ADDITIONAL_USER_DN, LDAP_BASE_DN),
+    ldap.SCOPE_SUBTREE, '(uid=%(user)s)'
+)
+AUTH_LDAP_USER_ATTR_MAP = {
+    'first_name': 'cn',
+    'last_name': 'sn',
+    'email': 'mail'
+}
+AUTHENTICATION_BACKENDS = (
+    'django_auth_ldap.backend.LDAPBackend',
+    'mayan.settings.settings_local.EmailOrUsernameModelBackend',
+)
+
+
+class EmailOrUsernameModelBackend(object):
+    """
+    This is a ModelBacked that allows authentication with either a username or an email address.
+    """
+    def authenticate(self, username=None, password=None):
+        if '@' in username:
+            kwargs = {'email': username}
+        else:
+            kwargs = {'username': username}
+        try:
+            user = get_user_model().objects.get(**kwargs)
+            if user.check_password(password):
+                return user
+        except get_user_model().DoesNotExist:
+            return None
+
+    def get_user(self, username):
+        try:
+            return get_user_model().objects.get(pk=username)
+        except get_user_model().DoesNotExist:
+            return None

contrib/supervisor/mayan-celery.conf

@@ -1,26 +0,0 @@
-[program:mayan-worker]
-command = /usr/share/mayan-edms/bin/python /usr/share/mayan-edms/bin/mayan-edms.py celery --settings=mayan.settings.production worker -Ofair -l ERROR
-directory = /usr/share/mayan-edms
-user = www-data
-stdout_logfile = /var/log/mayan/worker-stdout.log
-stderr_logfile = /var/log/mayan/worker-stderr.log
-autostart = true
-autorestart = true
-startsecs = 10
-stopwaitsecs = 10
-killasgroup = true
-priority = 998
-
-[program:mayan-beat]
-command = /usr/share/mayan-edms/bin/python /usr/share/mayan-edms/bin/mayan-edms.py celery --settings=mayan.settings.production beat -l ERROR
-directory = /usr/share/mayan-edms
-user = www-data
-numprocs = 1
-stdout_logfile = /var/log/mayan/beat-stdout.log
-stderr_logfile = /var/log/mayan/beat-stderr.log
-autostart = true
-autorestart = true
-startsecs = 10
-stopwaitsecs = 1
-killasgroup = true
-priority = 998

contrib/supervisor/mayan-uwsgi.conf

@@ -1,6 +0,0 @@
-[program:mayan-uwsgi]
-command = /usr/share/mayan-edms/bin/uwsgi --ini /usr/share/mayan-edms/uwsgi.ini
-user = root
-autostart = true
-autorestart = true
-redirect_stderr = true

docker/Dockerfile

@@ -0,0 +1,165 @@
+# vim:set ft=dockerfile:
+
+####################
+# Base image start #
+####################
+
+FROM debian:9.4-slim as BASE_IMAGE
+
+MAINTAINER Roberto Rosario "roberto.rosario@mayan-edms.com"
+
+ENV DEBIAN_FRONTEND noninteractive
+ENV PYTHONUNBUFFERED 1
+ENV LC_ALL C.UTF-8
+ENV PROJECT_INSTALL_DIR=/opt/mayan-edms
+ENV PYTHON_PIP=${PROJECT_INSTALL_DIR}/bin/pip
+
+ARG APT_PROXY
+# Package caching
+RUN if [ "${APT_PROXY}" ]; then echo "Acquire::http { Proxy \"http://${APT_PROXY}\"; };" > /etc/apt/apt.conf.d/01proxy; fi
+
+# Install base Ubuntu libraries
+RUN apt-get update && \
+apt-get install -y --no-install-recommends \
+        exiftool \
+        g++ \
+        gcc \
+        ghostscript \
+        gpgv \
+        gnupg1 \
+        graphviz \
+        libffi-dev \
+        libfuse2 \
+        libjpeg-dev \
+        libmagic1 \
+        default-libmysqlclient-dev \
+        libpng-dev \
+        libpq-dev \
+        libreoffice \
+        libtiff-dev \
+        poppler-utils \
+        python-dev \
+        python-setuptools \
+        python-virtualenv \
+        python-wheel \
+        redis-server \
+        sane-utils \
+        sudo \
+        supervisor \
+        tesseract-ocr \
+        zlib1g-dev \
+        libssl-dev \
+&& \
+apt-get clean autoclean && \
+apt-get autoremove --purge -y && \
+rm -rf /var/lib/apt/lists/* && \
+rm -f /var/cache/apt/archives/*.deb
+
+# Install apt-get-install
+ADD https://raw.githubusercontent.com/guilhem/apt-get-install/master/apt-get-install /usr/bin/
+RUN chmod +x /usr/bin/apt-get-install
+
+RUN adduser mayan --disabled-password --disabled-login --no-create-home --gecos ""
+
+# Pillow can't find zlib or libjpeg on aarch64 (ODROID C2)
+RUN if [ "$(uname -m)" = "aarch64" ]; then \
+ln -s /usr/lib/aarch64-linux-gnu/libz.so /usr/lib/ && \
+ln -s /usr/lib/aarch64-linux-gnu/libjpeg.so /usr/lib/ \
+; fi
+
+# Pillow can't find zlib or libjpeg on armv7l (ODROID HC1)
+RUN if [ "$(uname -m)" = "armv7l" ]; then \
+ln -s /usr/lib/arm-linux-gnueabihf/libz.so /usr/lib/ && \
+ln -s /usr/lib/arm-linux-gnueabihf/libjpeg.so /usr/lib/ \
+; fi
+
+# Discard data when Redis runs out of memory
+RUN echo "maxmemory-policy allkeys-lru" >> /etc/redis/redis.conf
+
+# Disable saving the Redis database
+RUN echo "save \"\"" >> /etc/redis/redis.conf
+
+# Only provision 1 database
+RUN echo "databases 1" >> /etc/redis/redis.conf
+
+#####################
+# Build image start #
+#####################
+
+FROM debian:9.4-slim as BUILDER_IMAGE
+
+ARG APT_PROXY
+# Package caching
+RUN if [ "${APT_PROXY}" ]; then echo "Acquire::http { Proxy \"http://${APT_PROXY}\"; };" > /etc/apt/apt.conf.d/01proxy; fi
+
+WORKDIR /code
+
+COPY . /code
+
+RUN apt-get update && apt-get install make python-dev python-pip -y
+
+RUN pip install -r requirements/build.txt
+
+ENV LC_ALL C.UTF-8
+
+RUN touch docker/Makefile
+
+RUN make wheel
+
+RUN chmod 777 dist -R
+
+#####################
+# Final image start #
+#####################
+
+FROM BASE_IMAGE
+
+RUN mkdir -p /opt
+
+RUN python /usr/lib/python2.7/dist-packages/virtualenv.py $PROJECT_INSTALL_DIR
+
+WORKDIR $PROJECT_INSTALL_DIR
+
+COPY --from=BUILDER_IMAGE /code/dist/*.whl .
+
+COPY --from=BUILDER_IMAGE /code/contrib/scripts/docker/run-tests.sh .
+
+COPY --from=BUILDER_IMAGE /code/requirements/testing-base.txt requirements-testing.txt
+
+COPY --from=BUILDER_IMAGE /code/docker/version .
+
+# Fix ownership
+RUN chown -R mayan:mayan $PROJECT_INSTALL_DIR
+
+# Install build Mayan EDMS
+RUN sudo -u mayan $PYTHON_PIP install --no-cache-dir --no-use-pep517 *.whl && \
+rm *.whl
+
+# Install Python clients for librabbitmq, MySQL, PostgreSQL, REDIS
+RUN sudo -u mayan $PYTHON_PIP install --no-cache-dir --no-use-pep517 librabbitmq==1.6.1 mysql-python==1.2.5 psycopg2==2.7.3.2 redis==2.10.6
+
+# Setup supervisor
+COPY docker/etc/supervisor/mayan.conf /etc/supervisor/conf.d
+
+RUN mkdir /var/lib/mayan
+VOLUME ["/var/lib/mayan"]
+
+COPY docker/entrypoint.sh /usr/local/bin/
+RUN ln -s usr/local/bin/entrypoint.sh / # backwards compat
+ENTRYPOINT ["entrypoint.sh"]
+
+EXPOSE 8000
+CMD ["mayan"]
+
+RUN rm /root/.cache -R
+RUN rm -rf /tmp/*
+
+RUN apt-get -y autoremove --purge && apt-get -y autoclean && apt-get -y clean
+
+RUN rm -rf /usr/share/man/*
+RUN rm -rf /usr/share/doc/*
+
+RUN find /var/lib/apt -type f | xargs rm -f
+RUN find /var/cache -type f -exec rm -rf {} \;
+
+RUN find /var/log -type f | while read f; do echo -ne '' > $f; done;

docker/Dockerfile.ubuntu

@@ -0,0 +1,150 @@
+# vim:set ft=dockerfile:
+
+####################
+# Base image start #
+####################
+
+FROM ubuntu:16.04 as BASE_IMAGE
+
+MAINTAINER Roberto Rosario "roberto.rosario@mayan-edms.com"
+
+ENV DEBIAN_FRONTEND noninteractive
+ENV PYTHONUNBUFFERED 1
+ENV LANG en_US.UTF-8
+ENV PROJECT_INSTALL_DIR=/usr/local/lib/python2.7/dist-packages/mayan
+
+ARG APT_PROXY
+# Package caching
+RUN if [ "${APT_PROXY}" ]; then echo "Acquire::http { Proxy \"http://${APT_PROXY}\"; };" > /etc/apt/apt.conf.d/01proxy; fi
+
+# Install base Ubuntu libraries
+RUN apt-get update && \
+apt-get install -y --no-install-recommends \
+        curl \
+        g++ \
+        gcc \
+        gettext-base \
+        ghostscript \
+        gpgv \
+        graphviz \
+        libffi-dev \
+        libjpeg-dev \
+        libmagic1 \
+        libmysqlclient-dev \
+        libpng-dev \
+        libpq-dev \
+        libreoffice \
+        libtiff-dev \
+        locales \
+        netcat-openbsd \
+        poppler-utils \
+        python-dev \
+        python-pip \
+        python-setuptools \
+        python-wheel \
+        redis-server \
+        supervisor \
+        tesseract-ocr \
+        zlib1g-dev \
+&& \
+apt-get clean autoclean && \
+apt-get autoremove --purge -y && \
+rm -rf /var/lib/apt/lists/* && \
+rm -f /var/cache/apt/archives/*.deb
+
+# Switch to UTF locale
+RUN echo "LC_ALL=\"en_US.UTF-8\"" >> /etc/default/locale && \
+locale-gen en_US.UTF-8 && \
+update-locale LANG=en_US.UTF-8 && \
+export LC_ALL=en_US.UTF-8
+
+# Install apt-get-install
+ADD https://raw.githubusercontent.com/guilhem/apt-get-install/master/apt-get-install /usr/bin/
+RUN chmod +x /usr/bin/apt-get-install
+
+# Install Python clients for PostgreSQL, REDIS, librabbitmq
+RUN pip install psycopg2==2.7.3.2 redis==2.10.6 mysql-python==1.2.5 librabbitmq==1.6.1
+
+RUN adduser mayan --disabled-password --disabled-login --no-create-home --gecos ""
+
+# Pillow can't find zlib or libjpeg on aarch64
+RUN if [ "$(uname -m)" = "aarch64" ]; then \
+ln -s /usr/lib/aarch64-linux-gnu/libz.so /usr/lib/ && \
+ln -s /usr/lib/aarch64-linux-gnu/libjpeg.so /usr/lib/ \
+; fi
+
+#####################
+# Build image start #
+#####################
+
+FROM python:2-alpine3.7 as BUILDER_IMAGE
+
+WORKDIR /code
+
+COPY . /code
+
+RUN apk update && \
+    apk add make
+
+RUN pip install -r requirements/build.txt
+
+RUN make wheel
+
+RUN chmod 777 dist -R
+
+#####################
+# Final image start #
+#####################
+
+FROM BASE_IMAGE
+
+WORKDIR /root/
+
+COPY --from=BUILDER_IMAGE /code/dist/*.whl .
+
+# Install build Mayan EDMS
+RUN pip install *.whl && \
+rm *.whl
+
+# Setup supervisor
+#RUN mkdir /etc/supervisor.d/
+COPY docker/etc/supervisor/beat.conf /etc/supervisor/conf.d
+COPY docker/etc/supervisor/gunicorn.conf /etc/supervisor/conf.d
+COPY docker/etc/supervisor/redis.conf /etc/supervisor/conf.d
+COPY docker/etc/supervisor/workers.conf /etc/supervisor/conf.d
+
+# Create the directory for the logs
+RUN mkdir /var/log/mayan
+
+# Fix ownership
+RUN chown -R mayan:mayan $PROJECT_INSTALL_DIR
+
+# Allow flanker to autogenerate its PLY files
+RUN chown -R mayan:mayan /usr/local/lib/python2.7/dist-packages/flanker/
+
+RUN mkdir /var/lib/mayan
+VOLUME ["/var/lib/mayan"]
+
+COPY docker/entrypoint.sh /usr/local/bin/
+RUN ln -s usr/local/bin/entrypoint.sh / # backwards compat
+ENTRYPOINT ["entrypoint.sh"]
+
+# Healthcheck setup
+HEALTHCHECK --interval=15s --timeout=1s --retries=20 \
+  CMD curl -s -f http://localhost/authentication/login/ | grep 'form' > /dev/null || exit 1
+
+EXPOSE 8000
+CMD ["mayan"]
+
+RUN rm /root/.cache -R
+RUN rm -rf /tmp/*
+
+RUN apt-get -y autoremove --purge && apt-get -y autoclean && apt-get -y clean
+
+RUN rm -rf /usr/share/man/*
+RUN rm -rf /usr/share/doc/*
+
+RUN find /var/lib/apt -type f | xargs rm -f
+RUN find /var/cache -type f -exec rm -rf {} \;
+
+RUN find /var/log -type f | while read f; do echo -ne '' > $f; done;

docker/Makefile

@@ -0,0 +1,33 @@
+APT_PROXY ?= `/sbin/ip route|awk '/docker0/ { print $$9 }'`:3142
+IMAGE_VERSION ?= `cat docker/version`
+CONSOLE_COLUMNS ?= `echo $$(tput cols)`
+CONSOLE_LINES ?= `echo $$(tput lines)`
+
+docker-help:
+	@echo
+	@echo "**** Docker makefile ****"
+	@echo "docker-build - Build a new image locally."
+	@echo "docker-build-with-proxy - Build a new image locally using an APT proxy."
+	@echo "docker-test-container - Build and run a test container."
+	@echo "docker-test-cleanup - Delete the test container and the test volume."
+	@echo "docker-test-all - Build and executed the test suite in a test container."
+	@echo "docker-shell - Launch a bash instance inside a running container. Pass the container name via DOCKER_CONTAINER."
+
+docker-build:
+	docker build -t mayanedms/mayanedms:$(IMAGE_VERSION) -f docker/Dockerfile .
+
+docker-build-with-proxy:
+	docker build -t mayanedms/mayanedms:$(IMAGE_VERSION) -f docker/Dockerfile --build-arg APT_PROXY=$(APT_PROXY) .
+
+docker-shell:
+	docker exec -e TERM=$(TERM) -e "COLUMNS=$(CONSOLE_COLUMNS)" -e "LINES=$(CONSOLE_LINES)" -it $(DOCKER_CONTAINER) /bin/bash
+
+docker-test-container: docker-build-with-proxy docker-test-cleanup
+	docker run -d --name test-mayan-edms -p 80:8000 -v test-mayan_data:/var/lib/mayan mayanedms/mayanedms:$(DOCKER_VERSION)
+
+docker-test-cleanup:
+	@docker rm -f test-mayan-edms || true
+	@docker volume rm test-mayan_data || true
+
+docker-test-all: docker-build-with-proxy
+	docker run --rm run-tests

docker/README-short.txt

@@ -0,0 +1 @@
+Mayan EDMS is a free open source electronic document management system.

docker/docker-compose-development.yml

@@ -0,0 +1,72 @@
+version: '2.1'
+
+volumes:
+    broker:
+        driver: local
+    app:
+        driver: local
+    db:
+        driver: local
+    results:
+        driver: local
+
+services:
+  broker:
+    container_name: mayan-edms-broker
+    image: healthcheck/rabbitmq
+    environment:
+      RABBITMQ_DEFAULT_USER: mayan
+      RABBITMQ_DEFAULT_PASS: mayan
+      RABBITMQ_DEFAULT_VHOST: mayan
+    volumes:
+      - broker:/var/lib/rabbitmq
+  results:
+    container_name: mayan-edms-results
+    image: healthcheck/redis
+    volumes:
+      - results:/data
+  #db:
+  #  container_name: mayan-edms-db
+  #  image: healthcheck/mysql
+  #  environment:
+  #    MYSQL_DATABASE: mayan
+  #    MYSQL_PASSWORD: mayan-password
+  #    MYSQL_ROOT_PASSWORD: root-password
+  #    MYSQL_USER: mayan
+  #  volumes:
+  #    - db:/var/lib/mysql
+  db:
+    container_name: mayan-edms-db
+    image: healthcheck/postgres
+    environment:
+      POSTGRES_DB: mayan
+      POSTGRES_PASSWORD: mayan-password
+      POSTGRES_USER: mayan
+    volumes:
+      - db:/var/lib/postgresql/data
+  mayan-edms:
+    container_name: mayan-edms-app
+    image: mayan-edms/next
+    build:
+      context: ./
+      args:
+        - APT_PROXY=172.18.0.1:3142
+    depends_on:
+      broker:
+        condition: service_healthy
+      db:
+        condition: service_healthy
+      results:
+        condition: service_healthy
+    environment:
+      MAYAN_CELERY_BROKER_URL: amqp://mayan:mayan@broker:5672/mayan
+      MAYAN_CELERY_RESULT_BACKEND: redis://results:6379/0
+      MAYAN_DATABASE_ENGINE: django.db.backends.postgresql
+      MAYAN_DATABASE_HOST: db
+      MAYAN_DATABASE_NAME: mayan
+      MAYAN_DATABASE_PASSWORD: mayan-password
+      MAYAN_DATABASE_USER: mayan
+    ports:
+      - "80:80"
+    volumes:
+      - app:/var/lib/mayan

docker/docker-compose.yml

@@ -0,0 +1,58 @@
+version: '2.1'
+
+volumes:
+    broker:
+        driver: local
+    app:
+        driver: local
+    db:
+        driver: local
+    results:
+        driver: local
+
+services:
+  broker:
+    container_name: mayan-edms-broker
+    image: healthcheck/rabbitmq
+    environment:
+      RABBITMQ_DEFAULT_USER: mayan
+      RABBITMQ_DEFAULT_PASS: mayan
+      RABBITMQ_DEFAULT_VHOST: mayan
+    volumes:
+      - broker:/var/lib/rabbitmq
+  results:
+    container_name: mayan-edms-results
+    image: healthcheck/redis
+    volumes:
+      - results:/data
+  db:
+    container_name: mayan-edms-db
+    image: healthcheck/postgres
+    environment:
+      POSTGRES_DB: mayan
+      POSTGRES_PASSWORD: mayan-password
+      POSTGRES_USER: mayan
+    volumes:
+      - db:/var/lib/postgresql/data
+  mayan-edms:
+    container_name: mayan-edms-app
+    image: mayanedms/mayanedms:latest
+    depends_on:
+      broker:
+        condition: service_healthy
+      db:
+        condition: service_healthy
+      results:
+        condition: service_healthy
+    environment:
+      MAYAN_CELERY_BROKER_URL: amqp://mayan:mayan@broker:5672/mayan
+      MAYAN_CELERY_RESULT_BACKEND: redis://results:6379/0
+      MAYAN_DATABASE_ENGINE: django.db.backends.postgresql
+      MAYAN_DATABASE_HOST: db
+      MAYAN_DATABASE_NAME: mayan
+      MAYAN_DATABASE_PASSWORD: mayan-password
+      MAYAN_DATABASE_USER: mayan
+    ports:
+      - "80:8000"
+    volumes:
+      - app:/var/lib/mayan

docker/entrypoint.sh

@@ -0,0 +1,115 @@
+#!/bin/sh
+
+set -e
+echo "mayan: starting entrypoint.sh"
+INSTALL_FLAG=/var/lib/mayan/system/SECRET_KEY
+CONCURRENCY_ARGUMENT=--concurrency=
+export DOCKER_ROOT=/opt/mayan-edms
+
+export MAYAN_DEFAULT_CELERY_BROKER_URL=redis://127.0.0.1:6379/0
+export MAYAN_DEFAULT_CELERY_RESULT_BACKEND=redis://127.0.0.1:6379/0
+
+export MAYAN_ALLOWED_HOSTS='["*"]'
+export MAYAN_BIN=/opt/mayan-edms/bin/mayan-edms.py
+export MAYAN_CELERY_BROKER_URL=${MAYAN_CELERY_BROKER_URL:-${MAYAN_DEFAULT_CELERY_BROKER_URL}}
+export MAYAN_CELERY_RESULT_BACKEND=${MAYAN_CELERY_RESULT_BACKEND:-${MAYAN_DEFAULT_CELERY_RESULT_BACKEND}}
+export MAYAN_INSTALL_DIR=/opt/mayan-edms
+export MAYAN_PYTHON_BIN_DIR=/opt/mayan-edms/bin/
+export MAYAN_MEDIA_ROOT=/var/lib/mayan
+export MAYAN_SETTINGS_MODULE=${MAYAN_SETTINGS_MODULE:-mayan.settings.production}
+
+export MAYAN_GUNICORN_BIN=${MAYAN_PYTHON_BIN_DIR}gunicorn
+export MAYAN_GUNICORN_WORKERS=${MAYAN_GUNICORN_WORKERS:-2}
+export MAYAN_PIP_BIN=${MAYAN_PYTHON_BIN_DIR}pip
+
+MAYAN_WORKER_FAST_CONCURRENCY=${MAYAN_WORKER_FAST_CONCURRENCY:-1}
+MAYAN_WORKER_MEDIUM_CONCURRENCY=${MAYAN_WORKER_MEDIUM_CONCURRENCY:-1}
+MAYAN_WORKER_SLOW_CONCURRENCY=${MAYAN_WORKER_SLOW_CONCURRENCY:-1}
+
+if [ "$MAYAN_WORKER_FAST_CONCURRENCY" -eq 0 ]; then
+    MAYAN_WORKER_FAST_CONCURRENCY=
+else
+    MAYAN_WORKER_FAST_CONCURRENCY="${CONCURRENCY_ARGUMENT}${MAYAN_WORKER_FAST_CONCURRENCY}"
+fi
+export MAYAN_WORKER_FAST_CONCURRENCY
+
+if [ "$MAYAN_WORKER_MEDIUM_CONCURRENCY" -eq 0 ]; then
+    MAYAN_WORKER_MEDIUM_CONCURRENCY=
+else
+    MAYAN_WORKER_MEDIUM_CONCURRENCY="${CONCURRENCY_ARGUMENT}${MAYAN_WORKER_MEDIUM_CONCURRENCY}"
+fi
+export MAYAN_WORKER_MEDIUM_CONCURRENCY
+
+if [ "$MAYAN_WORKER_SLOW_CONCURRENCY" -eq 0 ]; then
+    MAYAN_WORKER_SLOW_CONCURRENCY=
+else
+    MAYAN_WORKER_SLOW_CONCURRENCY="${CONCURRENCY_ARGUMENT}${MAYAN_WORKER_SLOW_CONCURRENCY}"
+fi
+export MAYAN_WORKER_SLOW_CONCURRENCY
+
+export CELERY_ALWAYS_EAGER=False
+export PYTHONPATH=$PYTHONPATH:$MAYAN_MEDIA_ROOT
+
+chown mayan:mayan /var/lib/mayan -R
+
+initialize() {
+    echo "mayan: initialize()"
+    su mayan -c "${MAYAN_BIN} initialsetup --force"
+    su mayan -c "${MAYAN_BIN} preparestatic --noinput --clear"
+}
+
+upgrade() {
+    echo "mayan: upgrade()"
+    su mayan -c "${MAYAN_BIN} performupgrade"
+    su mayan -c "${MAYAN_BIN} preparestatic --noinput --clear"
+}
+
+start() {
+    echo "mayan: start()"
+    rm -rf /var/run/supervisor.sock
+    exec /usr/bin/supervisord -nc /etc/supervisor/supervisord.conf
+}
+
+os_package_installs() {
+    echo "mayan: os_package_installs()"
+    if [ "${MAYAN_APT_INSTALLS}" ]; then
+        apt-get-install $MAYAN_APT_INSTALLS
+    fi
+}
+
+pip_installs() {
+    echo "mayan: pip_installs()"
+    if [ "${MAYAN_PIP_INSTALLS}" ]; then
+        $MAYAN_PIP_BIN install $MAYAN_PIP_INSTALLS
+    fi
+}
+
+os_package_installs || true
+pip_installs || true
+
+case "$1" in
+
+mayan) # Check if this is a new install, otherwise try to upgrade the existing
+       # installation on subsequent starts
+       if [ ! -f $INSTALL_FLAG ]; then
+           initialize
+       else
+           upgrade
+       fi
+       start
+       ;;
+
+run-tests) # Check if this is a new install, otherwise try to upgrade the existing
+           # installation on subsequent starts
+           if [ ! -f $INSTALL_FLAG ]; then
+               initialize
+           else
+               upgrade
+           fi
+           $DOCKER_ROOT/run-tests.sh
+           ;;
+
+*) su mayan -c "$@";
+   ;;
+
+esac

docker/etc/supervisor/mayan.conf

@@ -0,0 +1,80 @@
+[program:mayan-gunicorn]
+autorestart = false
+autostart = true
+command = /bin/bash -c "${MAYAN_GUNICORN_BIN} -w ${MAYAN_GUNICORN_WORKERS} mayan.wsgi --max-requests 500 --max-requests-jitter 50 --worker-class gevent --bind 0.0.0.0:8000  --env DJANGO_SETTINGS_MODULE=${MAYAN_SETTINGS_MODULE}" --timeout 120
+redirect_stderr = true
+stderr_logfile = /dev/fd/2
+stderr_logfile_maxbytes = 0
+stdout_logfile = /dev/fd/1
+stdout_logfile_maxbytes = 0
+user = mayan
+
+[program:redis]
+autorestart = false
+autostart = true
+command = /bin/bash -c "if [ ${MAYAN_CELERY_BROKER_URL} == ${MAYAN_DEFAULT_BROKER_URL} ] && [ ${MAYAN_CELERY_RESULT_BACKEND} == ${MAYAN_DEFAULT_CELERY_RESULT_BACKEND} ];then /usr/bin/redis-server /etc/redis/;fi"
+stderr_logfile = /dev/fd/2
+stderr_logfile_maxbytes = 0
+stdout_logfile = /dev/fd/1
+stdout_logfile_maxbytes = 0
+user = root
+
+[program:mayan-worker-fast]
+autorestart = false
+autostart = true
+command = nice -n 1 /bin/bash -c "${MAYAN_BIN} celery --settings=${MAYAN_SETTINGS_MODULE} worker -l ERROR -Q converter,document_states_fast,sources_fast -n mayan-worker-fast.%%h ${MAYAN_WORKER_FAST_CONCURRENCY}"
+killasgroup = true
+numprocs = 1
+priority = 998
+startsecs = 10
+stderr_logfile = /dev/fd/2
+stderr_logfile_maxbytes = 0
+stdout_logfile = /dev/fd/1
+stdout_logfile_maxbytes = 0
+stopwaitsecs = 1
+user = mayan
+
+[program:mayan-worker-medium]
+autorestart = false
+autostart = true
+command = nice -n 18 /bin/bash -c "${MAYAN_BIN} celery --settings=${MAYAN_SETTINGS_MODULE} worker -l ERROR -Q checkouts_periodic,documents_periodic,indexing,metadata,sources,sources_periodic,uploads,documents -n mayan-worker-medium.%%h ${MAYAN_WORKER_MEDIUM_CONCURRENCY}"
+killasgroup = true
+numprocs = 1
+priority = 998
+startsecs = 10
+stderr_logfile = /dev/fd/2
+stderr_logfile_maxbytes = 0
+stdout_logfile = /dev/fd/1
+stdout_logfile_maxbytes = 0
+stopwaitsecs = 1
+user = mayan
+
+[program:mayan-worker-slow]
+autorestart = false
+autostart = true
+command = nice -n 19 /bin/bash -c "${MAYAN_BIN} celery --settings=${MAYAN_SETTINGS_MODULE} worker -l ERROR -Q mailing,tools,statistics,parsing,ocr -n mayan-worker-slow.%%h ${MAYAN_WORKER_SLOW_CONCURRENCY}"
+killasgroup = true
+numprocs = 1
+priority = 998
+startsecs = 10
+stderr_logfile = /dev/fd/2
+stderr_logfile_maxbytes = 0
+stdout_logfile = /dev/fd/1
+stdout_logfile_maxbytes = 0
+stopwaitsecs = 1
+user = mayan
+
+[program:mayan-celery-beat]
+autorestart = false
+autostart = true
+command = nice -n 1 /bin/bash -c "${MAYAN_BIN} celery --settings=${MAYAN_SETTINGS_MODULE} beat --pidfile= -l ERROR"
+killasgroup = true
+numprocs = 1
+priority = 998
+stderr_logfile = /dev/fd/2
+stderr_logfile_maxbytes = 0
+stdout_logfile = /dev/fd/1
+stdout_logfile_maxbytes = 0
+startsecs = 10
+stopwaitsecs = 1
+user = mayan

docker/stack.yml

@@ -0,0 +1,32 @@
+version: '3.1'
+
+volumes:
+    app:
+        driver: local
+    db:
+        driver: local
+
+services:
+
+  db:
+    image: postgres
+    environment:
+      POSTGRES_DB: mayan
+      POSTGRES_PASSWORD: mayan-password
+      POSTGRES_USER: mayan
+    volumes:
+      - db:/var/lib/postgresql/data
+
+  app:
+    image: mayanedms/mayanedms:latest
+    ports:
+      - 80:8000
+    environment:
+      MAYAN_DATABASE_ENGINE: django.db.backends.postgresql
+      MAYAN_DATABASE_HOST: db
+      MAYAN_DATABASE_NAME: mayan
+      MAYAN_DATABASE_PASSWORD: mayan-password
+      MAYAN_DATABASE_USER: mayan
+      MAYAN_DATABASE_CONN_MAX_AGE: 60
+    volumes:
+      - app:/var/lib/mayan

docker/version

@@ -0,0 +1 @@
+3.1.9

docs/_templates/donate.html

@@ -1,4 +1,16 @@
 <h3>Support</h3>
 <p>
-    Consulting, support, customization, rebranding, and plug-in development are available. Email for information to: <a href='mailto:info@mayan-edms.com'>info@mayan-edms.com</a>
+    <a href='http://www.mayan-edms.com/providers/'>Consulting and support plans are available, click here</a>.
 </p>
+<hr />
+<p>
+    Or consider supporting Mayan EDMS by contributing to its development. (US tax payers, please note this contribution is not tax deductible).
+</p>
+<form action="https://www.paypal.com/cgi-bin/webscr" method="post" target="_top">
+    <input type="hidden" name="cmd" value="_s-xclick">
+    <input type="hidden" name="hosted_button_id" value="3PXN336XFXQNN">
+    <input type="image" src="https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif" border="0" name="submit" alt="PayPal - The safer, easier way to pay online!">
+    <img alt="" border="0" src="https://www.paypalobjects.com/en_US/i/scr/pixel.gif" width="1" height="1" style="display: none !important;">
+</form>
+
+<hr />

docs/chapters/acls.rst

@@ -1,21 +1,23 @@
-====================
+********************
 Access control lists
-====================
+********************
 
-Besides the permissions system explained in :doc:`permissions`, Mayan EDMS
-provides per object permission granting. This feature is used to grant a
-permission to a role, but this permission can only be executed for a limited
-number of objects (documents, folders, tags) instead of being effective
-system-wide.
+Besides the permissions system explained in :doc:`../chapters/permissions`,
+Mayan EDMS provides per object permission granting. This feature is used to
+grant a permission to a role, but this permission can only be executed for a
+limited number of objects (documents, folders, tags) instead of being
+effective system-wide.
 
 .. blockdiag::
 
    blockdiag {
+      default_shape = roundedbox
+
       document [ label = 'Document' ];
       role [ label = 'Role' ];
       permission [ label = 'Permission' ];
 
-       role -> document <- permission;
+       role -> permission -> document;
    }
 
 Example:
@@ -23,11 +25,13 @@ Example:
 .. blockdiag::
 
    blockdiag {
+      default_shape = roundedbox
+
       document [ label = '2015 Payroll report.txt', width=200 ];
       role [ label = 'Accountants' ];
       permission [ label = 'View document' ];
 
-      role -> document <- permission;
+      role -> permission -> document;
    }
 
 In this scenario only users in groups belonging to the ``Accountants`` role
@@ -36,18 +40,22 @@ would be able to view the ``2015 Payroll report.txt`` document.
 Inherited access control
 ========================
 
-It is also possible to grant a permission to a role for a specific document type (:doc:`document_types`).
-Under this scheme all users in groups belonging to that role will inherit that
-permission for all documents of that type.
+It is also possible to grant a permission to a role for a specific document
+type (:doc:`../chapters/document_types`). Under this scheme all users in
+groups belonging to that role will inherit that permission for all documents
+of that type.
 
 .. blockdiag::
 
    blockdiag {
+      default_shape = roundedbox
       document_type [ label = 'Document type' ];
       role [ label = 'Role' ];
       permission [ label = 'Permission' ];
+      documents [shape = "note", stacked];
 
-       role -> document_type <- permission;
+       role ->  permission -> document_type ;
+       document_type -> documents [folded, label = "inherit" ];
    }
 
 Example:
@@ -55,11 +63,14 @@ Example:
 .. blockdiag::
 
    blockdiag {
+      default_shape = roundedbox
       document_type [ label = 'Payroll reports', width=200 ];
       role [ label = 'Accountants' ];
       permission [ label = 'View document' ];
+      documents [shape = "note", stacked, label="payroll_report*.pdf" ];
 
-      role -> document_type <- permission;
+      role -> permission -> document_type ;
+       document_type -> documents [folded, label = "inherit" ];
    }
 
 The role ``Accountants`` is given the permission ``document view`` for the

docs/chapters/api.rst

@@ -0,0 +1,28 @@
+***
+API
+***
+
+Mayan EDMS provides an HTTP REST Application Program Interface (or API). This
+API allows integration with 3rd party software using simple HTTP requests.
+
+Several API authentication methods are provides: **Session**, **Token**,
+and **HTTP Basic**.
+
+The URL for the API can be found via the :menuselection:`Tools --> REST API
+menu. The API is also self-documenting. The live API documentation can be
+found in the :menuselection:`Tools --> API Documentation (Swagger)` menu for
+the Swagger version and in the
+:menuselection:`Tools --> API Documentation (ReDoc)` menu for the ReDoc version.
+
+The are a few ways to structure REST APIs. In the case of Mayan EDMS, API
+endpoints are structured by resource type. Examples:
+
+* /cabinets - To view or create new cabinets
+* /cabinets/<id> - To view the details, edit, or delete an existing cabinet.
+* /cabinets/<id>/documents - To view, add, or remove documents from an existing
+  cabinet.
+* /cabinets/<id>/documents/<id> - To view, add, or remove one document from an
+  existing cabinet.
+
+The API supports the HTTP verbs: **GET**, **POST**, **PUT**, **PATCH**,
+and **DELETE**.

docs/chapters/app_creation.rst

@@ -1,6 +1,6 @@
-============
+************
 App creation
-============
+************
 
 Mayan EDMS apps are essentially Django app with some extra code to register
 navigation, permissions and other relationships.
@@ -136,8 +136,8 @@ Views
 
 The module common.generics provides custom generic class based views to be used.
 The basic views used to create, edit, view and delete objects in Mayan EDMS
-are: SingleObjectCreateView, SingleObjectDetailView, SingleObjectEditView,
-and SingleObjectListView
+are: ``SingleObjectCreateView``, ``SingleObjectDetailView``,
+``SingleObjectEditView``, and ``SingleObjectListView``.
 
 These views handle aspects relating to view permissions, object permissions,
 post action redirection and template context generation.

docs/chapters/backups.rst

@@ -0,0 +1,70 @@
+*******
+Backups
+*******
+
+To backup your install of Mayan EDMS just copy the actual document files and
+the database content. If you are using the default storage backend, the
+document files should be found in the ``media`` folder of your installation.
+
+To dump the content of your database manager refer to the documentation chapter
+regarding database data "dumping".
+
+Here is an example of how to perform a backup and a restore of a PostgreSQL
+database.
+
+To dump the database into an SQL text file::
+
+    pg_dump -h <host> -U <database user> -c <database name> -W > `date +%Y-%m-%d"_"%H-%M-%S`.sql
+
+Example::
+
+    pg_dump -h 127.0.0.1 -U mayan -c mayan -W > `date +%Y-%m-%d"_"%H-%M-%S`.sql
+
+To restore the database from the SQL text file::
+
+    psql -h <host> -U <database user> -d <database name> -W -f <sql dump file>
+
+Example::
+
+    psql -h 127.0.0.1 -U mayan -d mayan -W -f 2018-06-07_18-10-56.sql
+
+Here is an example of how to perform a backup and a restore of a PostgreSQL
+Docker container using a compressed dump file. A dump file is not compatible or
+can be used interchangeable with an SQL text file.
+
+To backup a PostgreSQL Docker container::
+
+    docker exec <container name> pg_dump -U <database user> -Fc -c <database name> > `date +%Y-%m-%d"_"%H-%M-%S`.dump
+
+Example::
+
+    docker exec mayan-edms-db pg_dump -U mayan -Fc -c mayan > `date +%Y-%m-%d"_"%H-%M-%S`.dump
+
+This will produce a compressed dump file with the current date and time as the filename.
+
+To restore a PostgreSQL Docker container::
+
+    docker exec -i <container name> pg_restore -U <database user> -d <database name> < <dump file>
+
+Since it is not possible to drop a currently open PostgreSQL database, this
+command must be used on a new and empty PostsgreSQL container.
+
+Example::
+
+    docker run -d \
+    --name mayan-edms-pg-new \
+    --restart=always \
+    -p 5432:5432 \
+    -e POSTGRES_USER=mayan \
+    -e POSTGRES_DB=mayan \
+    -e POSTGRES_PASSWORD=mayanuserpass \
+    -v /docker-volumes/mayan-edms/postgres-new:/var/lib/postgresql/data \
+    -d postgres:9.5
+
+    docker exec -i mayan-edms-pg-new pg_restore -U mayan -d mayan < 2018-06-07_17-09-34.dump
+
+More information at:
+
+ - PostgreSQL: https://www.postgresql.org/docs/current/static/backup.html
+ - MySQL: https://dev.mysql.com/doc/refman/5.7/en/mysqldump.html
+ - SQLite: Just copy the file ``mayan/media/db.sqlite3``

docs/chapters/caa_entity.rst

@@ -0,0 +1,233 @@
+**************************************************
+Mayan EDMS Entity Contributor Assignment Agreement
+**************************************************
+
+Thank you for your interest in contributing to Mayan EDMS ("We" or "Us").
+
+This contributor agreement ("Agreement") documents the rights granted by
+contributors to Us. To make this document effective, please print it, sign it
+(by copyright holder or authorized party) and send it to Us by email to
+caa@mayan-edms.com. This is a legally binding document, so please read it
+carefully before agreeing to it. The Agreement may cover more than one
+software project managed by Us.
+
+
+1. Definitions
+==============
+"You" means any Legal Entity on behalf of whom a Contribution has been received
+by Us. "Legal Entity" means an entity which is not a natural person.
+"Affiliates" means other Legal Entities that control, are controlled by, or
+under common control with that Legal Entity. For the purposes of this
+definition, "control" means (i) the power, direct or indirect, to cause the
+direction or management of such Legal Entity, whether by contract or otherwise,
+(ii) ownership of fifty percent (50%) or more of the outstanding shares or
+securities which vote to elect the management or other persons who direct such
+Legal Entity or (iii) beneficial ownership of such entity.
+
+"Contribution" means any work of authorship that is Submitted by You to Us in
+which You own or assert ownership of the Copyright. We cannot accept
+contributions for which you do not own the Copyright or for which you don't
+have the necessary legal power to transfer.
+
+"Copyright" means all rights protecting works of authorship owned or controlled
+by You or Your Affiliates, including copyright, moral and neighboring rights,
+as appropriate, for the full term of their existence including any extensions
+by You.
+
+"Material" means the work of authorship which is made available by Us to third
+parties. When this Agreement covers more than one software project, the
+Material means the work of authorship to which the Contribution was Submitted.
+After You Submit the Contribution, it may be included in the Material.
+
+"Submit" means any form of electronic, verbal, or written communication sent
+to Us or our representatives, including but not limited to electronic mailing
+lists, source code control systems, and issue tracking systems that are managed
+by, or on behalf of, Us for the purpose of discussing and improving the
+Material, but excluding communication that is conspicuously marked or otherwise
+designated in writing by You as "Not a Contribution."
+
+"Submission Date" means the date on which You Submit a Contribution to Us.
+
+"Effective Date" means the date You execute this Agreement or the date You
+first Submit a Contribution to Us, whichever is earlier.
+
+
+2. Grant of Rights
+==================
+
+2.1 Copyright Assignment
+------------------------
+
+a. At the time the Contribution is Submitted, You assign to Us all right, title,
+   and interest worldwide in all Copyright covering the Contribution; provided
+   that this transfer is conditioned upon compliance with Section 2.3.
+
+b. To the extent that any of the rights in Section 2.1(a) cannot be assigned by
+   You to Us, You grant to Us a perpetual, worldwide, exclusive, royalty-free,
+   transferable, irrevocable license under such non-assigned rights, with rights
+   to sublicense through multiple tiers of sublicensees, to practice such
+   non-assigned rights, including, but not limited to, the right to reproduce,
+   modify, display, perform and distribute the Contribution; provided that this
+   license is conditioned upon compliance with Section 2.3.
+
+c. To the extent that any of the rights in Section 2.1(a) can neither be
+   assigned nor licensed by You to Us, You irrevocably waive and agree never to
+   assert such rights against Us, any of our successors in interest, or any of
+   our licensees, either direct or indirect; provided that this agreement not
+   to assert is conditioned upon compliance with Section 2.3.
+
+d. Upon such transfer of rights to Us, the Contribution will be licenses under
+   the terms of the Material.
+
+2.2 Patent License
+------------------
+
+For patent claims including, without limitation, method, process, and apparatus
+claims which You or Your Affiliates own, control or have the right to grant,
+now or in the future, You grant to Us a perpetual, worldwide, non-exclusive,
+transferable, royalty-free, irrevocable patent license, with the right to
+sublicense these rights to multiple tiers of sublicensees, to make, have made,
+use, sell, offer for sale, import and otherwise transfer the Contribution and
+the Contribution in combination with the Material (and portions of such
+combination). This license is granted only to the extent that the exercise of
+the licensed rights infringes such patent claims; and provided that this license
+is conditioned upon compliance with Section 2.3.
+
+2.3 Outbound License
+--------------------
+
+As a condition on the grant of rights in Sections 2.1 and 2.2, We agree to
+license the Contribution only under the terms of the license or licenses which
+We are using on the Submission Date for the Material (including any rights to
+adopt any future version of a license if permitted).
+
+2.4 Moral Rights
+----------------
+
+If moral rights apply to the Contribution, to the maximum extent permitted by
+law, You waive and agree not to assert such moral rights against Us or our
+successors in interest, or any of our licensees, either direct or indirect.
+
+2.5 Our Rights
+--------------
+
+You acknowledge that We are not obligated to use Your Contribution as part of
+the Material and may decide to include any Contribution We consider appropriate.
+
+2.6 Reservation of Rights
+-------------------------
+
+Any rights not expressly assigned or licensed under this section are expressly
+reserved by You.
+
+
+3. Agreement
+============
+
+You confirm that:
+
+a. You have the legal authority to enter into this Agreement.
+
+b. You or Your Affiliates own the Copyright and patent claims covering the
+   Contribution which are required to grant the rights under Section 2.
+
+c. The grant of rights under Section 2 does not violate any grant of rights
+   which You or Your Affiliates have made to third parties.
+
+
+4. Disclaimer
+=============
+
+EXCEPT FOR THE EXPRESS WARRANTIES IN SECTION 3, THE CONTRIBUTION IS PROVIDED
+"AS IS". MORE PARTICULARLY, ALL EXPRESS OR IMPLIED WARRANTIES INCLUDING,
+WITHOUT LIMITATION, ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A
+PARTICULAR PURPOSE AND NON-INFRINGEMENT ARE EXPRESSLY DISCLAIMED BY YOU TO US
+AND BY US TO YOU. TO THE EXTENT THAT ANY SUCH WARRANTIES CANNOT BE DISCLAIMED,
+SUCH WARRANTY IS LIMITED IN DURATION TO THE MINIMUM PERIOD PERMITTED BY LAW.
+
+
+5. Consequential Damage Waiver
+==============================
+
+TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL YOU OR US
+BE LIABLE FOR ANY LOSS OF PROFITS, LOSS OF ANTICIPATED SAVINGS, LOSS OF DATA,
+INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL AND EXEMPLARY DAMAGES ARISING OUT
+OF THIS AGREEMENT REGARDLESS OF THE LEGAL OR EQUITABLE THEORY (CONTRACT, TORT
+OR OTHERWISE) UPON WHICH THE CLAIM IS BASED.
+
+
+6. Miscellaneous
+================
+
+6.1 Jurisdiction
+----------------
+
+This Agreement will be governed by and construed in accordance with the laws of
+Puerto Rico excluding its conflicts of law provisions. Under certain circumstances,
+the governing law in this section might be superseded by the United Nations
+Convention on Contracts for the International Sale of Goods ("UN Convention")
+and the parties intend to avoid the application of the UN Convention to this
+Agreement and, thus, exclude the application of the UN Convention in its
+entirety to this Agreement.
+
+6.2 Acceptance
+--------------
+This Agreement sets out the entire agreement between You and Us for Your
+Contributions to Us and overrides all other agreements or understandings.
+
+6.3 Third parties
+-----------------
+If You or We assign the rights or obligations received through this Agreement
+to a third party, as a condition of the assignment, that third party must
+agree in writing to abide by all the rights and obligations in the Agreement.
+
+6.4 Unmet responsibilities
+--------------------------
+The failure of either party to require performance by the other party of any
+provision of this Agreement in one situation shall not affect the right of a
+party to require such performance at any time in the future. A waiver of
+performance under a provision in one situation shall not be considered a
+waiver of the performance of the provision in the future or a waiver of the
+provision in its entirety.
+
+6.5 Continuation
+----------------
+If any provision of this Agreement is found void and unenforceable, such
+provision will be replaced to the extent possible with a provision that comes
+closest to the meaning of the original provision and which is enforceable.
+The terms and conditions set forth in this Agreement shall apply
+notwithstanding any failure of essential purpose of this Agreement or any
+limited remedy to the maximum extent possible under law.
+
+
+::
+
+
+    Name: _________________________________________________
+
+
+    Email: ________________________________________________
+
+
+    Address: ______________________________________________
+
+
+    Address (cont): _______________________________________
+
+
+    Country: ______________________________________________
+
+
+    Phone number: _________________________________________
+
+
+    Fax number: ___________________________________________
+
+
+
+    _______________________________________________________
+                             Signature
+
+
+
+Mayan EDMS Entity CAA Version 1.0 April 8, 2018

docs/chapters/caa_individual.rst

@@ -0,0 +1,234 @@
+******************************************************
+Mayan EDMS Individual Contributor Assignment Agreement
+******************************************************
+
+Thank you for your interest in contributing to Mayan EDMS ("We" or "Us").
+
+This contributor agreement ("Agreement") documents the rights granted by
+contributors to Us. To make this document effective, please print it, sign it
+(by copyright holder or authorized party) and send it to Us by email to
+caa@mayan-edms.com. This is a legally binding document, so please read it
+carefully before agreeing to it. The Agreement may cover more than one
+software project managed by Us.
+
+1. Definitions
+==============
+
+"You" means the individual who Submits a Contribution to Us.
+
+"Contribution" means any work of authorship that is Submitted by You to Us
+in which You own or assert ownership of the Copyright. We cannot accept
+contributions for which you do not own the Copyright or for which you don't
+have the necessary legal power to transfer.
+
+"Copyright" means all rights protecting works of authorship owned or
+controlled by You, including copyright, moral and neighboring rights,
+as appropriate, for the full term of their existence including any extensions
+by You.
+
+"Material" means the work of authorship which is made available by Us to third
+parties. When this Agreement covers more than one software project, the Material
+means the work of authorship to which the Contribution was Submitted. After
+You Submit the Contribution, it may be included in the Material.
+
+"Submit" means any form of electronic, verbal, or written communication
+sent to Us or our representatives, including but not limited to
+electronic mailing lists, source code control systems, and issue tracking systems
+that are managed by, or on behalf of, Us for the purpose of discussing and
+improving the Material, but excluding communication that is conspicuously marked
+or otherwise designated in writing by You as "Not a Contribution."
+
+"Submission Date" means the date on which You Submit a Contribution to Us.
+
+"Effective Date" means the date You execute this Agreement or the date You first
+Submit a Contribution to Us, whichever is earlier.
+
+2. Grant of Rights
+==================
+
+2.1 Copyright Assignment
+------------------------
+
+a. At the time the Contribution is Submitted, You assign to Us all right,
+   title, and interest worldwide in all Copyright covering the Contribution;
+   provided that this transfer is conditioned upon compliance with Section 2.3.
+
+b. To the extent that any of the rights in Section 2.1(a) cannot be assigned
+   by You to Us, You grant to Us a perpetual, worldwide, exclusive, royalty-free,
+   transferable, irrevocable license under such non-assigned rights, with rights
+   to sublicense through multiple tiers of sublicensees, to practice such
+   non-assigned rights, including, but not limited to, the right to reproduce,
+   modify, display, perform and distribute the Contribution; provided that
+   this license is conditioned upon compliance with Section 2.3.
+
+c. To the extent that any of the rights in Section 2.1(a) can neither be
+   assigned nor licensed by You to Us, You irrevocably waive and agree never to
+   assert such rights against Us, any of our successors in interest, or any of
+   our licensees, either direct or indirect; provided that this agreement not
+   to assert is conditioned upon compliance with Section 2.3.
+
+d. Upon such transfer of rights to Us, the Contribution will be licenses under
+   the terms of the Material.
+
+
+2.2 Patent License
+------------------
+
+For patent claims including, without limitation, method, process, and apparatus
+claims which You own, control or have the right to grant, now or in the future,
+You grant to Us a perpetual, worldwide, non-exclusive, transferable, royalty-free,
+irrevocable patent license, with the right to sublicense these rights to multiple
+tiers of sublicensees, to make, have made, use, sell, offer for sale, import and
+otherwise transfer the Contribution and the Contribution in combination with
+the Material (and portions of such combination). This license is granted only
+to the extent that the exercise of the licensed rights infringes such patent claims;
+and provided that this license is conditioned upon compliance with Section 2.3.
+
+
+2.3 Outbound License
+--------------------
+As a condition on the grant of rights in Sections 2.1 and 2.2, We agree to
+license the Contribution only under the terms of the license or licenses which
+We are using on the Submission Date for the Material (including any rights to
+adopt any future version of a license if permitted).
+
+
+2.4 Moral Rights
+----------------
+
+If moral rights apply to the Contribution, to the maximum extent permitted by law,
+You waive and agree not to assert such moral rights against Us or our successors
+in interest, or any of our licensees, either direct or indirect.
+
+
+2.5 Our Rights
+--------------
+
+You acknowledge that We are not obligated to use Your Contribution as part of
+the Material and may decide to include any Contribution We consider appropriate.
+
+
+2.6 Reservation of Rights
+-------------------------
+
+Any rights not expressly assigned or licensed under this section are expressly
+reserved by You.
+
+
+3. Agreement
+============
+
+You confirm that:
+
+a. You have the legal authority to enter into this Agreement.
+
+b. You own the Copyright and patent claims covering the Contribution which are
+   required to grant the rights under Section 2.
+
+c. The grant of rights under Section 2 does not violate any grant of rights
+   which You have made to third parties, including Your employer. If You are an
+   employee, You have had Your employer approve this Agreement or sign the Entity
+   version of this document. If You are less than eighteen years old, please have
+   Your parents or guardian sign the Agreement.
+
+
+4. Disclaimer
+=============
+
+EXCEPT FOR THE EXPRESS WARRANTIES IN SECTION 3, THE CONTRIBUTION IS PROVIDED
+"AS IS". MORE PARTICULARLY, ALL EXPRESS OR IMPLIED WARRANTIES INCLUDING, WITHOUT
+LIMITATION, ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR
+PURPOSE AND NON-INFRINGEMENT ARE EXPRESSLY DISCLAIMED BY YOU TO US AND BY US
+TO YOU. TO THE EXTENT THAT ANY SUCH WARRANTIES CANNOT BE DISCLAIMED, SUCH
+WARRANTY IS LIMITED IN DURATION TO THE MINIMUM PERIOD PERMITTED BY LAW.
+
+
+5. Consequential Damage Waiver
+==============================
+
+TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT WILL YOU OR US
+BE LIABLE FOR ANY LOSS OF PROFITS, LOSS OF ANTICIPATED SAVINGS, LOSS OF DATA,
+INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL AND EXEMPLARY DAMAGES ARISING OUT
+OF THIS AGREEMENT REGARDLESS OF THE LEGAL OR EQUITABLE THEORY (CONTRACT, TORT
+OR OTHERWISE) UPON WHICH THE CLAIM IS BASED.
+
+
+6. Miscellaneous
+================
+
+6.1 Jurisdiction
+----------------
+
+This Agreement will be governed by and construed in accordance with the laws of
+Puerto Rico excluding its conflicts of law provisions. Under certain circumstances,
+the governing law in this section might be superseded by the United Nations
+Convention on Contracts for the International Sale of Goods ("UN Convention")
+and the parties intend to avoid the application of the UN Convention to this
+Agreement and, thus, exclude the application of the UN Convention in its
+entirety to this Agreement.
+
+6.2 Acceptance
+--------------
+
+This Agreement sets out the entire agreement between You and Us for Your
+Contributions to Us and overrides all other agreements or understandings.
+
+6.3 Third parties
+-----------------
+
+If You or We assign the rights or obligations received through this Agreement
+to a third party, as a condition of the assignment, that third party must
+agree in writing to abide by all the rights and obligations in the Agreement.
+
+6.4 Unmet responsibilities
+--------------------------
+
+The failure of either party to require performance by the other party of any
+provision of this Agreement in one situation shall not affect the right of a
+party to require such performance at any time in the future. A waiver of
+performance under a provision in one situation shall not be considered a
+waiver of the performance of the provision in the future or a waiver of the
+provision in its entirety.
+
+6.5 Continuation
+----------------
+
+If any provision of this Agreement is found void and unenforceable,
+such provision will be replaced to the extent possible with a provision that
+comes closest to the meaning of the original provision and which is enforceable.
+The terms and conditions set forth in this Agreement shall apply notwithstanding
+any failure of essential purpose of this Agreement or any limited remedy to
+the maximum extent possible under law.
+
+
+::
+
+
+    Name: _________________________________________________
+
+
+    Email: ________________________________________________
+
+
+    Address: ______________________________________________
+
+
+    Address (cont): _______________________________________
+
+
+    Country: ______________________________________________
+
+
+    Phone number: _________________________________________
+
+
+    Fax number: ___________________________________________
+
+
+
+    _______________________________________________________
+                             Signature
+
+
+
+Mayan EDMS Individual CAA Version 1.0 April 8, 2018

docs/chapters/cabinets.rst

@@ -0,0 +1,14 @@
+Cabinets
+========
+
+Cabinets are a multi-level method to organize documents. Each cabinet can
+contain documents as well as other sub level cabinets. Cabinets can
+be added from the :menuselection:`Cabinets --> Add new` menu.
+
+With a cabinet structure created, the next step is to add documents to them.
+To add documents to a cabinet, select the cabinet tab of a document, and
+select :menuselection:`Actions --> Add to cabinets` link.
+
+Documents can also be added in bulk to one or more cabinets from any view
+that lists documents.
+

docs/chapters/checkouts.rst

@@ -1,6 +1,6 @@
-=========
+*********
 Checkouts
-=========
+*********
 
 Checkouts are a way to block certain accesses or actions of a document for a
 period of time.

docs/chapters/database_conversion.rst

@@ -0,0 +1,103 @@
+*******************
+Database conversion
+*******************
+
+Version 3.1.x added a new management command to help convert data residing in
+an SQLite database to other database managers like PostgreSQL. Here is the
+conversion procedure.
+
+Direct install
+==============
+
+* Make a backup of your existing SQLite database and documents by copying the
+  ``/opt/mayan-edms/media`` folder.
+* :doc:`Upgrade to at least version 3.1.3. <../releases/3.1.3>`
+*  Migrate the existing SQLite database with the command ``performupgrade``::
+
+    sudo -u mayan MAYAN_MEDIA_ROOT=/opt/mayan-edms/media /opt/mayan-edms/bin/mayan-edms.py performupgrade
+
+* Install PostgreSQL::
+
+    sudo apt-get install postgresql libpq-dev
+
+* Provision a PostgreSQL database::
+
+    sudo -u postgres psql -c "CREATE USER mayan WITH password 'mayanuserpass';"
+    sudo -u postgres createdb -O mayan mayan
+
+* Install the Python client for PostgreSQL::
+
+    sudo -u mayan /opt/mayan-edms/bin/pip install --no-cache-dir psycopg2==2.7.3.2
+
+* Copy the newly created fallback config file::
+
+    cp /opt/mayan-edms/media/config_backup.yml /opt/mayan-edms/media/config.yml
+
+* Edit the configuration file to add the entry for the PostgreSQL database and
+  rename the SQLite database to 'old'::
+
+    # Before
+    DATABASES:
+      default:
+        ATOMIC_REQUESTS: false
+        AUTOCOMMIT: true
+        CONN_MAX_AGE: 0
+        ENGINE: django.db.backends.sqlite3
+        HOST: ''
+        NAME: /opt/mayan-edms/media/db.sqlite3
+        OPTIONS: {}
+        PASSWORD: ''
+        PORT: ''
+        TEST: {CHARSET: null, COLLATION: null, MIRROR: null, NAME: null}
+        TIME_ZONE: null
+        USER: ''
+
+    # After
+    DATABASES:
+      old:
+        ATOMIC_REQUESTS: false
+        AUTOCOMMIT: true
+        CONN_MAX_AGE: 0
+        ENGINE: django.db.backends.sqlite3
+        HOST: ''
+        NAME: /opt/mayan-edms/media/db.sqlite3
+        OPTIONS: {}
+        PASSWORD: ''
+        PORT: ''
+        TEST: {CHARSET: null, COLLATION: null, MIRROR: null, NAME: null}
+        TIME_ZONE: null
+        USER: ''
+      default:
+        ATOMIC_REQUESTS: false
+        AUTOCOMMIT: true
+        CONN_MAX_AGE: 0
+        ENGINE: django.db.backends.postgresql
+        HOST: '127.0.0.1'
+        NAME: /opt/mayan-edms/media/db.sqlite3
+        OPTIONS: {}
+        PASSWORD: 'mayanuserpass'
+        PORT: ''
+        TEST: {CHARSET: null, COLLATION: null, MIRROR: null, NAME: null}
+        TIME_ZONE: null
+        USER: 'mayan'
+
+* Migrate the new database to create the empty tables::
+
+    sudo -u mayan MAYAN_DATABASE_ENGINE=django.db.backends.postgresql MAYAN_DATABASE_NAME=mayan MAYAN_DATABASE_PASSWORD=mayanuserpass MAYAN_DATABASE_USER=mayan MAYAN_DATABASE_HOST=127.0.0.1 MAYAN_MEDIA_ROOT=/opt/mayan-edms/media /opt/mayan-edms/bin/mayan-edms.py migrate
+
+* Convert the data in the SQLite and store it in the PostgreSQL database::
+
+    sudo -u mayan MAYAN_DATABASE_ENGINE=django.db.backends.postgresql MAYAN_DATABASE_NAME=mayan MAYAN_DATABASE_PASSWORD=mayanuserpass MAYAN_DATABASE_USER=mayan MAYAN_DATABASE_HOST=127.0.0.1 MAYAN_MEDIA_ROOT=/opt/mayan-edms/media /opt/mayan-edms/bin/mayan-edms.py convertdb --from=old --to=default --force
+
+* Update the supervisor config file to have Mayan EDMS run from the PostgreSQL database::
+
+    [supervisord]
+    environment=
+        <...>
+        MAYAN_DATABASE_ENGINE=django.db.backends.postgresql,
+        MAYAN_DATABASE_HOST=127.0.0.1,
+        MAYAN_DATABASE_NAME=mayan,
+        MAYAN_DATABASE_PASSWORD=mayanuserpass,
+        MAYAN_DATABASE_USER=mayan,
+        MAYAN_DATABASE_CONN_MAX_AGE=360,
+        <...>

docs/chapters/deploying.rst

@@ -0,0 +1,375 @@
+******************
+Direct deployments
+******************
+
+Mayan EDMS should be deployed like any other Django_ project and
+preferably using virtualenv_. Below are some ways to deploy and use Mayan EDMS.
+Do not use more than one method.
+
+Being a Django_ and a Python_ project, familiarity with these technologies is
+recommended to better understand why Mayan EDMS does some of the things it
+does.
+
+
+Basic deployment
+================
+This setup uses less memory and CPU resources at the expense of some speed.
+
+Binary dependencies
+-------------------
+
+If using a Debian_ or Ubuntu_ based Linux distribution, get the executable
+requirements using::
+
+    sudo apt-get install exiftool g++ gcc ghostscript gnupg1 graphviz \
+    libfuse2 libjpeg-dev libmagic1 libpq-dev libpng-dev libreoffice \
+    libtiff-dev poppler-utils postgresql python-dev python-virtualenv \
+    redis-server sane-utils supervisor tesseract-ocr zlib1g-dev -y
+
+Create an user account for the installation:
+--------------------------------------------
+::
+
+    sudo adduser mayan --disabled-password --disabled-login --no-create-home --gecos ""
+
+Create the parent directory where the project will be deployed:
+---------------------------------------------------------------
+::
+
+    sudo mkdir /opt
+
+Create the Python virtual environment for the installation:
+-----------------------------------------------------------
+::
+
+    sudo virtualenv /opt/mayan-edms
+
+Make the mayan user the owner of the installation directory:
+------------------------------------------------------------
+::
+
+    sudo chown mayan:mayan /opt/mayan-edms -R
+
+Install Mayan EDMS from PyPI:
+-----------------------------
+::
+
+    sudo -u mayan /opt/mayan-edms/bin/pip install --no-cache-dir mayan-edms
+
+Install the Python client for PostgreSQL and Redis:
+---------------------------------------------------
+::
+
+    sudo -u mayan /opt/mayan-edms/bin/pip install --no-cache-dir psycopg2==2.7.3.2 redis==2.10.6
+
+Create the database for the installation:
+-----------------------------------------
+::
+
+    sudo -u postgres psql -c "CREATE USER mayan WITH password 'mayanuserpass';"
+    sudo -u postgres createdb -O mayan mayan
+
+Initialize the project:
+-----------------------
+::
+
+    sudo -u mayan MAYAN_DATABASES='{default: {ENGINE: django.db.backends.postgresql, NAME: mayan, PASSWORD: mayanuserpass, USER: mayan, HOST=127.0.0.1}}' \
+    MAYAN_MEDIA_ROOT=/opt/mayan-edms/media \
+    /opt/mayan-edms/bin/mayan-edms.py initialsetup
+
+Collect the static files:
+-------------------------
+::
+
+    sudo -u mayan MAYAN_MEDIA_ROOT=/opt/mayan-edms/media \
+    /opt/mayan-edms/bin/mayan-edms.py preparestatic --noinput
+
+Create the supervisor file at ``/etc/supervisor/conf.d/mayan.conf``:
+--------------------------------------------------------------------
+::
+
+    [supervisord]
+    environment=
+        MAYAN_ALLOWED_HOSTS='["*"]',  # Allow access to other network hosts other than localhost
+        MAYAN_CELERY_BROKER_URL="redis://127.0.0.1:6379/0",
+        MAYAN_CELERY_RESULT_BACKEND="redis://127.0.0.1:6379/0",
+        PYTHONPATH=/opt/mayan-edms/lib/python2.7/site-packages:/opt/mayan-edms/data,
+        MAYAN_MEDIA_ROOT=/opt/mayan-edms/media,
+        MAYAN_DATABASES='{default: {ENGINE: django.db.backends.postgresql, HOST: 127.0.0.1, NAME: mayan, PASSWORD: mayanuserpass, USER: mayan, CONN_MAX_AGE: 60}}',
+        DJANGO_SETTINGS_MODULE=mayan.settings.production
+
+    [program:mayan-gunicorn]
+    autorestart = true
+    autostart = true
+    command = /opt/mayan-edms/bin/gunicorn -w 2 mayan.wsgi --max-requests 500 --max-requests-jitter 50 --worker-class gevent --bind 0.0.0.0:8000 --timeout 120
+    user = mayan
+
+    [program:mayan-worker-fast]
+    autorestart = true
+    autostart = true
+    command = nice -n 1 /opt/mayan-edms/bin/mayan-edms.py celery worker -l ERROR -Q converter,document_states_fast,sources_fast -n mayan-worker-fast.%%h --concurrency=1
+    killasgroup = true
+    numprocs = 1
+    priority = 998
+    startsecs = 10
+    stopwaitsecs = 1
+    user = mayan
+
+    [program:mayan-worker-medium]
+    autorestart = true
+    autostart = true
+    command = nice -n 18 /opt/mayan-edms/bin/mayan-edms.py celery worker -l ERROR -Q checkouts_periodic,documents_periodic,indexing,metadata,sources,sources_periodic,uploads,documents -n mayan-worker-medium.%%h --concurrency=1
+    killasgroup = true
+    numprocs = 1
+    priority = 998
+    startsecs = 10
+    stopwaitsecs = 1
+    user = mayan
+
+    [program:mayan-worker-slow]
+    autorestart = true
+    autostart = true
+    command = nice -n 19 /opt/mayan-edms/bin/mayan-edms.py celery worker -l ERROR -Q mailing,tools,statistics,parsing,ocr -n mayan-worker-slow.%%h --concurrency=1
+    killasgroup = true
+    numprocs = 1
+    priority = 998
+    startsecs = 10
+    stopwaitsecs = 1
+    user = mayan
+
+    [program:mayan-celery-beat]
+    autorestart = true
+    autostart = true
+    command = nice -n 1 /opt/mayan-edms/bin/mayan-edms.py celery beat --pidfile= -l ERROR
+    killasgroup = true
+    numprocs = 1
+    priority = 998
+    startsecs = 10
+    stopwaitsecs = 1
+    user = mayan
+
+Configure Redis to discard data when it runs out of memory, not save its database and only keep 1 database:
+-----------------------------------------------------------------------------------------------------------
+::
+
+    echo "maxmemory-policy allkeys-lru" >> /etc/redis/redis.conf
+    echo "save \"\"" >> /etc/redis/redis.conf
+    echo "databases 1" >> /etc/redis/redis.conf
+    systemctl restart redis
+
+Enable and restart the services [1_]:
+-------------------------------------
+::
+
+    systemctl enable supervisor
+    systemctl restart supervisor
+
+
+.. _deployment_advanced:
+
+Advanced deployment
+===================
+
+This variation uses RabbitMQ as the message broker and removes the fast worker
+concurrency restriction. RabbitMQ consumes more memory but scales to thousands
+of messages. RabbitMQ messages are also persistent, this means that pending
+tasks are not lost in the case of a restart. The database connection lifetime
+is increased to 10 minutes. The Gunicorn workers are increased to 3.
+
+Binary dependencies
+-------------------
+
+If using a Debian_ or Ubuntu_ based Linux distribution, get the executable
+requirements using::
+
+    sudo apt-get install exiftool g++ gcc ghostscript gnupg1 graphviz \
+    libfuse2 libjpeg-dev libmagic1 libpq-dev libpng-dev libreoffice \
+    libtiff-dev poppler-utils postgresql python-dev python-virtualenv \
+    rabbitmq-server redis-server sane-utils supervisor tesseract-ocr \
+    zlib1g-dev -y
+
+Create an user account for the installation:
+--------------------------------------------
+::
+
+    sudo adduser mayan --disabled-password --disabled-login --no-create-home --gecos ""
+
+Create the parent directory where the project will be deployed:
+---------------------------------------------------------------
+::
+
+    sudo mkdir /opt
+
+Create the Python virtual environment for the installation:
+-----------------------------------------------------------
+::
+
+    sudo virtualenv /opt/mayan-edms
+
+Make the mayan user the owner of the installation directory:
+------------------------------------------------------------
+::
+
+    sudo chown mayan:mayan /opt/mayan-edms -R
+
+Install Mayan EDMS from PyPI:
+-----------------------------
+::
+
+    sudo -u mayan /opt/mayan-edms/bin/pip install --no-cache-dir mayan-edms
+
+Install the Python client for PostgreSQL and Redis:
+---------------------------------------------------
+::
+
+    sudo -u mayan /opt/mayan-edms/bin/pip install --no-cache-dir librabbitmq==2.0.0 psycopg2==2.7.3.2 redis==2.10.6
+
+Create the database for the installation:
+-----------------------------------------
+::
+
+    sudo -u postgres psql -c "CREATE USER mayan WITH password 'mayanuserpass';"
+    sudo -u postgres createdb -O mayan mayan
+
+Initialize the project:
+-----------------------
+::
+
+    sudo -u mayan MAYAN_DATABASES='{default: {ENGINE: django.db.backends.postgresql, NAME: mayan, PASSWORD: mayanuserpass, USER: mayan, HOST=127.0.0.1}}' \
+    MAYAN_MEDIA_ROOT=/opt/mayan-edms/media \
+    /opt/mayan-edms/bin/mayan-edms.py initialsetup
+
+Collect the static files:
+-------------------------
+::
+
+    sudo -u mayan MAYAN_MEDIA_ROOT=/opt/mayan-edms/media \
+    /opt/mayan-edms/bin/mayan-edms.py preparestatic --noinput
+
+Create the RabbitMQ user and vhost:
+-----------------------------------
+::
+
+    sudo rabbitmqctl add_user mayan mayanrabbitmqpassword
+    sudo rabbitmqctl add_vhost mayan
+    sudo rabbitmqctl set_permissions -p mayan mayan ".*" ".*" ".*"
+
+Create the supervisor file at ``/etc/supervisor/conf.d/mayan.conf``:
+--------------------------------------------------------------------
+::
+
+    [supervisord]
+    environment=
+        MAYAN_ALLOWED_HOSTS='["*"]',  # Allow access to other network hosts other than localhost
+        MAYAN_CELERY_BROKER_URL="amqp://mayan:mayanrabbitmqpassword@localhost:5672/mayan",
+        MAYAN_CELERY_RESULT_BACKEND="redis://127.0.0.1:6379/0",
+        PYTHONPATH=/opt/mayan-edms/lib/python2.7/site-packages:/opt/mayan-edms/data,
+        MAYAN_MEDIA_ROOT=/opt/mayan-edms/media,
+        MAYAN_DATABASES='{default: {ENGINE: django.db.backends.postgresql, HOST: 127.0.0.1, NAME: mayan, PASSWORD: mayanuserpass, USER: mayan, CONN_MAX_AGE: 60}}',
+        DJANGO_SETTINGS_MODULE=mayan.settings.production
+
+    [program:mayan-gunicorn]
+    autorestart = true
+    autostart = true
+    command = /opt/mayan-edms/bin/gunicorn -w 3 mayan.wsgi --max-requests 500 --max-requests-jitter 50 --worker-class gevent --bind 0.0.0.0:8000 --timeout 120
+    user = mayan
+
+    [program:mayan-worker-fast]
+    autorestart = true
+    autostart = true
+    command = nice -n 1 /opt/mayan-edms/bin/mayan-edms.py celery worker -l ERROR -Q converter,document_states_fast,sources_fast -n mayan-worker-fast.%%h
+    killasgroup = true
+    numprocs = 1
+    priority = 998
+    startsecs = 10
+    stopwaitsecs = 1
+    user = mayan
+
+    [program:mayan-worker-medium]
+    autorestart = true
+    autostart = true
+    command = nice -n 18 /opt/mayan-edms/bin/mayan-edms.py celery worker -l ERROR -Q checkouts_periodic,documents_periodic,indexing,metadata,sources,sources_periodic,uploads,documents -n mayan-worker-medium.%%h --concurrency=1
+    killasgroup = true
+    numprocs = 1
+    priority = 998
+    startsecs = 10
+    stopwaitsecs = 1
+    user = mayan
+
+    [program:mayan-worker-slow]
+    autorestart = true
+    autostart = true
+    command = nice -n 19 /opt/mayan-edms/bin/mayan-edms.py celery worker -l ERROR -Q mailing,tools,statistics,parsing,ocr -n mayan-worker-slow.%%h --concurrency=1
+    killasgroup = true
+    numprocs = 1
+    priority = 998
+    startsecs = 10
+    stopwaitsecs = 1
+    user = mayan
+
+    [program:mayan-celery-beat]
+    autorestart = true
+    autostart = true
+    command = nice -n 1 /opt/mayan-edms/bin/mayan-edms.py celery beat --pidfile= -l ERROR
+    killasgroup = true
+    numprocs = 1
+    priority = 998
+    startsecs = 10
+    stopwaitsecs = 1
+    user = mayan
+
+Configure Redis to discard data when it runs out of memory, not save its database and only keep 1 database:
+-----------------------------------------------------------------------------------------------------------
+::
+
+    echo "maxmemory-policy allkeys-lru" >> /etc/redis/redis.conf
+    echo "save \"\"" >> /etc/redis/redis.conf
+    echo "databases 1" >> /etc/redis/redis.conf
+    systemctl restart redis
+
+Enable and restart the services [1_]:
+-------------------------------------
+::
+
+    systemctl enable supervisor
+    systemctl restart supervisor
+
+
+Troubleshooting
+===============
+
+- Due to OS differences some binaries might reside in different locations.
+  Use environment variables or the configuration file to tell Mayan EDMS where
+  to file these binaries.
+
+  Example: OpenBSD. Add the following entries to supervisor configuration files.
+  ::
+
+      MAYAN_DOCUMENT_PARSING_PDFTOTEXT_PATH=/usr/local/bin/pdftotext,
+      MAYAN_SIGNATURES_GPG_PATH=/usr/local/bin/gpg,
+      MAYAN_SOURCES_SCANIMAGE_PATH: /usr/local/bin/scanimage,
+
+  Alternatively a symlink from the actual binary location to where Mayan
+  EDMS is expecting them to be found by default also works for some users::
+
+      ln -s /usr/local/bin/gpg /usr/bin/gpg1
+
+  Example 2: Ubuntu 16.04. Add the following entries to supervisor
+  configuration files.
+  ::
+
+      MAYAN_SIGNATURES_GPG_PATH=/usr/bin/gpg1,
+
+  Or add a symlink::
+
+      ln -s /usr/bin/gpg /usr/bin/gpg1
+
+[1]: https://bugs.launchpad.net/ubuntu/+source/supervisor/+bug/1594740
+
+.. _Debian: https://www.debian.org/
+.. _Django: https://www.djangoproject.com/
+.. _Python: https://www.python.org/
+.. _SQLite: https://www.sqlite.org/
+.. _Ubuntu: http://www.ubuntu.com/
+.. _virtualenv: http://www.virtualenv.org/en/latest/index.html
+.. _1: https://bugs.launchpad.net/ubuntu/+source/supervisor/+bug/1594740

docs/chapters/docker.rst

@@ -0,0 +1,291 @@
+************
+Docker image
+************
+
+
+Stopping and starting the container
+===================================
+
+To stop the container use::
+
+    docker stop mayan-edms
+
+
+To start the container again::
+
+    docker start mayan-edms
+
+
+.. _docker_environment_variables:
+
+Environment Variables
+=====================
+
+In addition to the all the environment variables supported by Mayan EDMS, the
+Mayan EDMS image provides some additional variables to configure the Docker
+specifics of the image.
+
+``MAYAN_DATABASE_ENGINE``
+
+Defaults to ``None``. This environment variable configures the database
+backend to use. If left unset, SQLite will be used. The database backends
+supported by this Docker image are:
+
+- ``'django.db.backends.postgresql'``
+- ``'django.db.backends.mysql'``
+- ``'django.db.backends.sqlite3'``
+
+When using the SQLite backend, the database file will be saved in the Docker
+volume. The SQLite database as used by Mayan EDMS is meant only for development
+or testing, never use it in production.
+
+``MAYAN_DATABASE_HOST``
+
+Defaults to `None`. This optional environment variable is used to set the
+hostname that will be used to connect to the database. This can be the
+hostname of another container or an IP address. For more information read
+the pertinent Django documentation page:
+:django-docs:`Settings, HOST <ref/settings/#host>`
+
+``MAYAN_DATABASE_PORT``
+
+Defaults to `None`. This optional environment variable is used to set the
+port number to use when connecting to the database. An empty string means
+the default port. Not used with SQLite. For more information read the
+pertinent Django documentation page:
+:django-docs:`Settings, PORT <ref/settings/#port>`
+
+``MAYAN_CELERY_BROKER_URL``
+
+This optional environment variable determines the broker that Celery will use
+to relay task messages between the frontend code and the background workers.
+For more information read the pertinent Celery Kombu documentation page: `Broker URL`_
+
+.. _Broker URL: http://kombu.readthedocs.io/en/latest/userguide/connections.html#connection-urls
+
+This Docker image supports using Redis and RabbitMQ as brokers.
+
+Caveat: If the `MAYAN_CELERY_BROKER_URL` and `MAYAN_CELERY_RESULT_BACKEND` environment
+variables are specified, the built-in Redis server inside the container will
+be disabled.
+
+``MAYAN_CELERY_RESULT_BACKEND``
+
+This optional environment variable determines the results backend that Celery
+will use to relay result messages from the background workers to the frontend
+code. For more information read the pertinent Celery Kombu documentation page:
+`Task result backend settings`_
+
+.. _Task result backend settings: http://docs.celeryproject.org/en/3.1/configuration.html#celery-result-backend
+
+This Docker image supports using Redis and RabbitMQ as result backends.
+
+Caveat: If the `MAYAN_CELERY_BROKER_URL` and `MAYAN_CELERY_RESULT_BACKEND` environment
+variables are specified, the built-in Redis server inside the container will
+be disabled.
+
+``MAYAN_SETTINGS_MODULE``
+
+Optional. Allows loading an alternate settings file.
+
+``MAYAN_GUNICORN_WORKERS``
+
+Optional. This environment variable controls the number of frontend workers
+that will be executed. If not specified the default is 2. For heavier loads,
+user a higher number. A formula recommended for this setting is the number
+of CPU cores + 1.
+
+``MAYAN_WORKER_FAST_CONCURRENCY``
+
+Optional. Changes the concurrency (number of child processes) of the Celery
+worker consuming the queues in the fast (low latency, short tasks) category.
+Default is 1. Use 0 to disable hardcoded concurrency and allow the Celery
+worker to launch its default number of child processes (equal to the number
+of CPUs detected).
+
+``MAYAN_WORKER_MEDIUM_CONCURRENCY``
+
+Optional. Changes the concurrency (number of child processes) of the Celery
+worker consuming the queues in the medium (medium latency, long running tasks)
+category. Default is 1. Use 0 to disable hardcoded concurrency and allow the
+Celery worker to launch its default number of child processes (equal to the
+number of CPUs detected).
+
+``MAYAN_WORKER_SLOW_CONCURRENCY``
+
+Optional. Changes the concurrency (number of child processes) of the Celery
+worker consuming the queues in the slow (high latency, very long running tasks)
+category. Default is 1. Use 0 to disable hardcoded concurrency and allow the
+Celery worker to launch its default number of child processes (equal to the
+number of CPUs detected).
+
+
+Accessing outside data
+======================
+
+To use Mayan EDMS's staging folders or watch folders from Docker, the data
+for these source must be made accessible to the container. This is done by
+mounting the folders in the host computer to folders inside the container.
+This is necessary because Docker containers do not have access to host data
+on purpose. For example, to make a folder in the host accessible as a watch
+folder, add the following to the Docker command line when starting the
+container::
+
+    -v /opt/scanned_files:/srv/watch_folder
+
+The command line would look like this::
+
+    docker run ... -v /opt/scanned_files:/srv/watch_folder mayanedms/mayanedms:latest
+
+Now create a watch folder in Mayan EDMS using the path ``/srv/watch_folder``
+and the documents from the host folder ``/opt/scanned_files`` will be
+automatically available. Use the same procedure to mount host folders to be
+used as staging folderes. In this example ``/srv/watch_folder`` was as the
+container directory, but any path can be used as long as it is not an
+already existing path or a path used by any other program.
+
+
+Performing backups
+==================
+
+To backup the existing data, stop the image and copy the content of the volume.
+For the example::
+
+    docker run -d --name mayan-edms --restart=always -p 80:8000 \
+    -v /docker-volumes/mayan:/var/lib/mayan \
+    -v /opt/scanned_files:/srv/watch_folder mayanedms/mayanedms:latest
+
+That would be the ``/docker-volumes/mayan folder``::
+
+    sudo tar -zcvf backup.tar.gz /docker-volumes/mayan
+    sudo chown `whoami` backup.tar.gz
+
+If using an external PostgreSQL or MySQL database or database containers, these
+too need to be backed up using their respective procedures. A simple solution
+is to copy the entire database container volume after the container has
+been stopped.
+
+
+Restoring from a backup
+=======================
+
+Uncompress the backup archive in the original docker volume using::
+
+    sudo tar -xvzf backup.tar.gz -C /
+
+
+Upgrading
+=========
+
+Upgrading a Mayan EDMS Docker container is actually a matter of stopping and
+deleting the container, downloading the most recent version of the image and
+starting a container again. The container will take care of updating the
+database structure to the newest version if necessary.
+
+**IMPORTANT!** Do not delete the volume storing the data, only the container.
+
+Stop the container to be upgraded::
+
+    docker stop mayan-edms
+
+
+Remove the container::
+
+    docker rm mayan-edms
+
+
+Pull the new image version::
+
+    docker pull mayanedms/mayanedms:latest
+
+
+Start the container again with the new image version::
+
+    docker run -d --name mayan-edms --restart=always -p 80:8000 -v /docker-volumes/mayan:/var/lib/mayan mayanedms/mayanedms:latest
+
+
+Building the image
+==================
+
+Clone the repository with::
+
+    git clone https://gitlab.com/mayan-edms/mayan-edms.git
+
+Change to the directory of the cloned repository::
+
+    cd mayan-edms
+
+Execute Docker's build command using the provided makefile::
+
+    make docker-build
+
+Or using an apt cacher to speed up the build::
+
+    make docker-build-with-proxy APT_PROXY=172.17.0.1:3142
+
+Replace the IP address `172.17.0.1` with the IP address of the computer
+running the APT proxy and caching service.
+
+
+Customizing the image
+=====================
+
+
+Simple method
+-------------
+
+If you just need to add a few Ubuntu or Python packages to your installation,
+you can use the following environment variables:
+
+``MAYAN_APT_INSTALLS``
+
+Specifies a list of Ubuntu .deb packages to be installed via APT when the
+container is first created. The installed packages are not lost when the image
+is stopped. Example: To install the Tesseract OCR language packs for German
+and Spanish add the following in your ``docker start`` command line::
+
+    -e MAYAN_APT_INSTALLS="tesseract-ocr-deu tesseract-ocr-spa"
+
+``MAYAN_PIP_INSTALLS``
+
+Specifies a list of Python packages to be installed via ``pip``. Packages will
+be downloaded from the Python Package Index (https://pypi.python.org) by
+default.
+
+
+Using Docker compose
+====================
+
+To deploy a complete production stack using the included Docker compose file
+execute::
+
+    docker-compose -f docker-compose.yml up -d
+
+This Docker compose file will provision four containers:
+
+- Postgres as the database
+- Redis as the Celery result storage
+- RabbitMQ as the Celery broker
+- Mayan EDMS using the above service containers
+
+To stop the stack use::
+
+    docker-compose -f docker-compose.yml stop
+
+The stack will also create four volumes to store the data of each container.
+These are:
+
+- mayan_app - The Mayan EDMS data container, normally called `mayan_data` when not using Docker compose.
+- mayan_broker - The broker volume, in this case RabbitMQ.
+- mayan_db - The database volume, in this case Postgres.
+- mayan_results - The celery result backend volume, in this case Redis.
+
+
+Nightly images
+==============
+The continuous integration pipeline used for testing development builds also
+produces a resulting Docker image. These are build automatically and their
+stability is not guaranteed. They should never be used in production.
+If you want to try out the Docker images the development uses or want a sneak
+peek at the new features being worked on checkout the container registry at:
+https://gitlab.com/mayan-edms/mayan-edms/container_registry

docs/chapters/docker_installation.rst

@@ -0,0 +1,109 @@
+*******************
+Docker installation
+*******************
+
+Docker is a system that allows running programs in isolated areas which
+have restricted access to resources, devices, and memory. Docker usage also
+distributing software as a single file.
+
+Make sure Docker is properly installed and working before attempting to install
+Mayan EDMS.
+
+Docker can be installed using their automated script::
+
+    wget -qO- https://get.docker.com/ | sh
+
+This installs the latest versions of Docker. If you don't want run an automated
+script follow the instructions outlined in their documentation:
+https://docs.docker.com/install/
+
+With Docker properly installed, proceed to download the Mayan EDMS image using the command::
+
+    docker pull mayanedms/mayanedms:<version>
+
+Then download version 9.5 of the Docker PostgreSQL image::
+
+    docker pull postgres:9.5
+
+Create and run a PostgreSQL container::
+
+    docker run -d \
+    --name mayan-edms-postgres \
+    --restart=always \
+    -p 5432:5432 \
+    -e POSTGRES_USER=mayan \
+    -e POSTGRES_DB=mayan \
+    -e POSTGRES_PASSWORD=mayanuserpass \
+    -v /docker-volumes/mayan-edms/postgres:/var/lib/postgresql/data \
+    -d postgres:9.5
+
+The PostgreSQL container will have one database named ``mayan``, with an user
+named ``mayan`` too, with a password of ``mayanuserpass``. The container will
+expose its internal 5432 port (PostgreSQL's default port) via the host's
+5432 port. The data of this container will reside on the host's
+``/docker-volumes/mayan-edms/postgres`` folder.
+
+Finally create and run a Mayan EDMS container. Change <version> with the
+latest version in numeric form (example: 2.7.3) or use the ``latest``
+identifier::
+
+    docker run -d \
+    --name mayan-edms \
+    --restart=always \
+    -p 80:8000 \
+    -e MAYAN_DATABASES='{default: {ENGINE: django.db.backends.postgresql, HOST: 172.17.0.1, NAME: mayan, PASSWORD: mayanuserpass, USER: mayan, CONN_MAX_AGE: 60}}' \
+    -v /docker-volumes/mayan-edms/media:/var/lib/mayan \
+    mayanedms/mayanedms:<version>
+
+The Mayan EDMS container will connect to the PostgreSQL container via the
+``172.17.0.1`` IP address (the Docker host's default IP address). It will
+connect using the ``django.db.backends.postgresql`` database driver and
+connect to the ``mayan`` database using the ``mayan`` user with the password
+``mayanuserpass``. The container will keep connections to the database
+for up to 60 seconds in an attempt to reuse them increasing response time
+and reducing memory usage. The files of the container will be store in the
+host's ``/docker-volumes/mayan-edms/media`` folder. The container will
+expose its web service running on port 8000 on the host's port 80.
+
+The container will be available by browsing to ``http://localhost`` or to
+the IP address of the computer running the container.
+
+If another web server is running on port 80 use a different port in the
+``-p`` option. For example: ``-p 81:8000``.
+
+
+Using a dedicated Docker network
+================================
+Use this method to avoid having to expose PostreSQL port to the host's network
+or if you have other PostgreSQL instances but still want to use the default
+port of 5432 for this installation.
+
+Create the network::
+
+    docker network create mayan
+
+Launch the PostgreSQL container with the network option and remove the port
+binding (``-p 5432:5432``)::
+
+    docker run -d \
+    --name mayan-edms-postgres \
+    --network=mayan \
+    --restart=always \
+    -e POSTGRES_USER=mayan \
+    -e POSTGRES_DB=mayan \
+    -e POSTGRES_PASSWORD=mayanuserpass \
+    -v /docker-volumes/mayan-edms/postgres:/var/lib/postgresql/data \
+    -d postgres:9.5
+
+Launch the Mayan EDMS container with the network option and change the
+database hostname to the PostgreSQL container name (``mayan-edms-postgres``)
+instead of the IP address of the Docker host (``172.17.0.1``)::
+
+    docker run -d \
+    --name mayan-edms \
+    --network=mayan \
+    --restart=always \
+    -p 80:8000 \
+    -e MAYAN_DATABASES='{default: {ENGINE: django.db.backends.postgresql, HOST: mayan-edms-postgres, NAME: mayan, PASSWORD: mayanuserpass, USER: mayan, CONN_MAX_AGE: 60}}' \
+    -v /docker-volumes/mayan-edms/media:/var/lib/mayan \
+    mayanedms/mayanedms:<version>

docs/chapters/document_types.rst

@@ -0,0 +1,72 @@
+Document types
+==============
+
+The basic unit of data in Mayan EDMS is the **document type**. A document
+type can be interpreted also as a document category, a document class, or a
+document template. Every other aspect of the system will rely or be tied to
+one or more document type. Create one document type for each type or class of
+document you intend to upload into Mayan EDMS.
+
+Document types need to be created before documents can be
+uploaded. It is not possible to upload documents without assigning them a
+document type.
+
+Document types usually mirror the type of physical, paper document they
+represent.
+
+Example document types:
+
+* Letter
+* Invoice
+* Timesheet
+* Blueprint
+
+.. blockdiag::
+
+   blockdiag {
+      default_shape = roundedbox
+
+      document_type [ label = 'each document type' ];
+      documents [ label = 'many documents' ];
+
+      document_type -> documents;
+   }
+
+
+Examples:
+
+.. blockdiag::
+
+   blockdiag {
+      default_shape = roundedbox
+
+      document_type [ label = 'Invoice' ];
+      documents_1 [ label = 'invoice_001.pdf', width=200 ];
+      documents_2 [ label = 'invoice_032.pdf', width=200 ];
+
+      document_type -> documents_1, documents_2;
+   }
+
+
+.. blockdiag::
+
+   blockdiag {
+      default_shape = roundedbox
+
+      document_type [ label = 'Receipts' ];
+      documents_1 [ label = 'groceries_18-01-11.pdf', width=200  ];
+      documents_2 [ label = 'car_payment-17-01-02.png', width=200  ];
+
+      document_type -> documents_1, documents_2;
+   }
+
+
+Settings and attributes are applied to document types and documents will
+inherit those settings and attributes based on the document type they were
+assigned when uploaded into Mayan EDMS. A document can only be of one
+type at a given moment, but if needed, the type of a document can be changed.
+Upon changing its type, the document will lose its previous settings and
+attributes, and will inherit the settings and attributes of its new type.
+
+Document types are create in the
+:menuselection:`System --> Setup --> Document types` menu.

docs/chapters/file_storage.rst

@@ -1,6 +1,6 @@
-============
+************
 File storage
-============
+************
 
 The files are stored and placed under Mayan EDMS "control" to avoid
 filename clashes each file gets renamed to its ``UUID`` (Universally Unique ID),
@@ -9,6 +9,7 @@ without extension, and stored in a simple flat arrangement in a directory.
 .. blockdiag::
 
    blockdiag {
+      default_shape = roundedbox
       file [ label = 'mayan_1-1.pdf', width=120];
       document [ label = 'mayan/media/document_storage/ab6c1cfe-8a8f-4a30-96c9-f54f606b9248', width=450];
       file -> document [label = "upload"];

docs/chapters/index_examples.rst

@@ -0,0 +1,115 @@
+
+Index examples
+--------------
+
+Index of document types
+^^^^^^^^^^^^^^^^^^^^^^^
+
+This index will create one level for each document type in the system and place
+links to the document of each respective type.
+
+#. Go to the :menuselection:`System --> Setup --> Indexes` menu.
+#. Create a new index using :menuselection:`Actions --> Create new`.
+#. Give it a label to describe it, and an internal name. The internal name is
+   used when referencing this index in other parts of the system.
+#. Press the :menuselection:`Template` link of the newly created index.
+#. Select :menuselection:`New child node` to create a new level in which the
+   following template code will be entered.
+   ::
+
+       {{ document.document_type }}
+
+#. Save the template.
+#. Go to :menuselection:`Document types` and associate this index with
+   existing document types in the system.
+#. Finally go to :menuselection:`Tools --> Rebuild indexes` to execute the
+   index template. The rebuild process is only necessary when changes are
+   made to the index templates. Otherwise they update automatically whenever
+   a new document is uploaded or existing documents properties are modified.
+#. A new index should appear under :menuselection:`Indexes` menu.
+
+You can also program different behavior based on the different document types,
+by use a comparison and a conditional statement. As the document_type itself
+is not a string you cannot directly use that for that comparison. You will have
+to use the label of the document type.
+
+For example::
+
+    {% if document.document_type.label == "Invoice" or document.document_type.label == "Letter" %}
+    Correspondence
+    {% else %}
+    {{ document.document_type }}
+    {% endif %}
+
+This will create and index level for each document type. Except for documents
+of types "Invoice" and "Letter", these will now go into the level "Correspondence".
+
+
+Index document by department, taken from the first character of the invoice number metadata
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Requires one index node with the template::
+
+    {% if document.metadata_value_of.invoice_number.0 == "A" %}Accounting
+    {% if document.metadata_value_of.invoice_number.0 == "H" %}Human Resources
+    {% endif %}
+
+
+Nested date index from a date contained in a metadata
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Assuming the metadata type is named **date_issued** with a date format
+of YYYY-MM-DD. The target is to have two levels: one for years and another
+sub level for months.
+
+**First level: Year**
+::
+
+    {{ document.metadata_value_of.date_issued|slice:"0:4" }}
+
+
+**Second level: Months**
+::
+
+    {{ document.metadata_value_of.date_issued|slice:"5:7" }}
+
+
+**Optional: Third level: Day**
+::
+
+    {{ document.metadata_value_of.date_issued|slice:"8:10" }}
+
+
+Index by OCR content
+^^^^^^^^^^^^^^^^^^^^
+
+This example indexes documents in a "quarterly report" level if they have the
+fragment “quarterly report” in the OCR text::
+
+    {% if "quarterly report" in document.ocr_content.lower() %}Quarterly reports{% endif %}
+
+The same applies to text content extracted for the document::
+
+    {% if "quarterly report" in document.content.lower() %}Quarterly reports{% endif %}
+
+
+
+Index documents not found in any cabinet
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+::
+
+    {% if document.cabinets.count == 0 %}No Cabinets{% endif %}
+
+
+Index untagged documents
+^^^^^^^^^^^^^^^^^^^^^^^^
+::
+
+    {% if document.tags.count == 0 %}No Tags{% endif %}
+
+
+Index documents specifically, by the year of a metadata field otherwise by their uploaded year
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+::
+
+    {% for tag in document.tags.all %}{% if tag.label == "Taxes" %}{% if document.metadata_value_of.tax_year|length_is:"4" %}{{ document.metadata_value_of.tax_year }}{% else %}{{ document.date_added|date:"Y" }}{% endif %}{% endif %}{% endfor %}

docs/chapters/indexes.rst

@@ -1,11 +1,10 @@
-=======
 Indexes
 =======
 
 Indexes are an automatic method to hierarchically organize documents in
-relation to their properties (:doc:`metadata`, label, MIME type, etc). To use
-indexes you need to first create an index template. Once created, associate
-the index to one or more :doc:`document_types`.
+relation to their properties (:doc:`../chapters/metadata`, label, MIME type,
+etc). To use indexes you need to first create an index template. Once created,
+associate the index to one or more :doc:`../chapters/document_types`.
 
 Index are hierarchical models so a tree template needs to be specified for them.
 This tree template will contain references to document metadata or properties
@@ -23,6 +22,9 @@ Example:
 .. blockdiag::
 
    blockdiag {
+      default_shape = roundedbox
+      span_width = 30;
+
       index [ label = 'Product sheets per year', width=180 ];
       root [ label = 'Root (Has document links? No)', width=450];
       level_2 [ label = '{{ document.metadata_value_of.product_year }} (Has document links? Yes)', width=450];
@@ -50,6 +52,8 @@ that will be generate based on the tree template would be as follows:
 .. blockdiag::
 
    blockdiag {
+      default_shape = roundedbox
+
       index [ label = 'Product sheets per year', width=180 ];
       year_1 [ label = '2001', width = 60 ];
       year_2 [ label = '2002', width = 60 ];
@@ -72,8 +76,11 @@ that will be generate based on the tree template would be as follows:
 
    }
 
+.. include:: ../chapters/index_examples.rst
+
+
 Mirroring
-=========
+---------
 
 Indexes can be exported as `FUSE <https://en.wikipedia.org/wiki/Filesystem_in_Userspace>`_
 filesystems. Using the management command ``mountindex`` we could export the
@@ -89,5 +96,20 @@ via the network with network file system software like
 `Samba <https://www.samba.org/>`_ or
 `NFS <https://en.wikipedia.org/wiki/Network_File_System>`_.
 
+.. blockdiag::
+
+    blockdiag {
+        orientation = portrait
+        span_width = 200;
+
+        index [ label = 'Product sheets per year', width=180 ];
+        block_device [ height = 100, label = "Block device\n(Hard drive)", shape = flowchart.database ];
+        network [ label = "Network", shape = cloud ];
+        user [ label = "Users", shape = actor ];
+
+        index -> block_device [ label = "mirroring", fontsize = 8 ];
+        block_device -> network -> user;
+   }
+
 Indexes and mirrored indexes are Read Only as they are generated as a result of
 prior activities like document uploads, metadata changes.

docs/chapters/languages.rst

@@ -0,0 +1,36 @@
+*********
+Languages
+*********
+
+The list of languages choices in the language dropdown used for documents is
+based on the current ISO 639 list. This list can be quite extensive. To reduce
+the number of languages available use the setting ``DOCUMENTS_LANGUAGE_CODES``,
+and set it to a nested list of abbreviations. This setting can be found in the
+:menuselection:`System --> Setup -> Settings -> Common` menu.
+
+For example, to reduce the list to just English and Spanish use
+::
+
+    DOCUMENTS_LANGUAGE_CODES = ('eng', 'spa')
+
+
+The default language to appear on the dropdown can also be configured using::
+
+    DOCUMENTS_LANGUAGE = 'spa'
+
+Use the correct ISO 639-3 language abbreviation (https://en.wikipedia.org/wiki/ISO_639)
+as this code is used in several subsystems in Mayan EDMS such as the OCR app
+to determine how to interpret the document.
+
+If using the Docker image, these settings can also be passed to the container
+as environment variables by prepending the ``MAYAN_`` suffix.
+
+Example::
+
+  -e MAYAN_DOCUMENTS_LANGUAGE_CODES='["eng", "spa"]'
+
+For more information check out the
+:ref:`environment variables <environment_variables>` chapter of the
+:doc:`../topics/settings` topic.
+
+

docs/chapters/mailing.rst

@@ -0,0 +1,22 @@
+*****************
+Mailing documents
+*****************
+
+Sending emails in Mayan EDMS is controlled by two different system depending on
+the type of email being sent. These are administrative emails like password
+reset emails and user emails sent from the application. To configure
+administrative email for things like password reset check the topic:
+:doc:`../topics/administration`
+
+Application emails
+==================
+
+To allow users to send emails or documents from within the web interface,
+Mayan EDMS provides its our own email system called Mailing Profiles.
+Mailing Profiles support access control per user role and can use different
+email backends. Mailing Profiles are created from the
+:menuselection:`System --> Setup` menu.
+
+Once created mailing profiles allow users to send email messages from
+within the user interface containing either an URL link to the document or
+the actual document as an attachment.

docs/chapters/metadata.rst

@@ -1,6 +1,6 @@
-========
+********
 Metadata
-========
+********
 
 Metadata is the name of the attribute of a document. The concept of metadata is
 divided in two: **metadata types** (size, color, distance) and **metadata values** for

docs/chapters/object_storage.rst

@@ -0,0 +1,60 @@
+**************
+Object storage
+**************
+
+It is possible to use object storage instead of the default filesystem based
+storage. One such object storage system is Amazon S3 (Simple Storage Service)
+API compatible object storage. The following steps will configure Mayan EDMS
+to use a S3 style storage for documents.
+
+1. Install the django-storages and boto3 Python libraries.
+
+  * For the direct deployment method of installation use::
+
+        pip install django-storages boto3
+
+
+  * or if using the Docker image, add the following the command line that runs the container::
+
+    -e MAYAN_PIP_INSTALLS='django-storages boto3'
+
+
+2. From the web interface navigate to the :menuselection:`System --> Setup --> Setting --> Documents` menu.
+3. Locate the **DOCUMENTS_STORAGE_BACKEND** setting, press **Edit** and enter::
+
+    storages.backends.s3boto3.S3Boto3Storage
+
+4. Save and locate the setting **DOCUMENTS_STORAGE_BACKEND_ARGUMENTS**, press **Edit** and enter::
+
+    '{access_key: <your S3 access key>, secret_key: <your S3 secret key>, bucket_name: <S3 bucket name>}'
+
+5. Save and restart your Mayan EDMS installation for the setting to take effect.
+
+
+Storage
+=======
+Mayan EDMS stores documents in their original file format only changing the
+filename to avoid collision. For best input and output speed use a block
+based local filesystem for the ``/media`` sub folder of the path specified by
+the MEDIA_ROOT setting. For increased storage capacity use an object storage
+filesystem like S3.
+
+To use a S3 compatible object storage do the following:
+
+* Install the Python packages ``django-storages`` and ``boto3``:
+
+  * Using Python::
+
+      pip install django-storages boto3
+
+  * Using Docker::
+
+    -e MAYAN_PIP_INSTALLS='django-storages boto3'
+
+On the Mayan EDMS user interface, go to ``System``, ``Setup``, ``Settings``,
+``Documents`` and change the following setting:
+
+* ``DOCUMENTS_STORAGE_BACKEND`` to ``storages.backends.s3boto3.S3Boto3Storage``
+* ``DOCUMENTS_STORAGE_BACKEND_ARGUMENTS`` to ``'{access_key: <your access key>, secret_key: <your secret key>, bucket_name: <bucket name>}'``.
+
+Restart Mayan EDMS for the changes to take effect.

docs/chapters/ocr_backend.rst

@@ -0,0 +1,26 @@
+***********
+OCR backend
+***********
+
+Mayan EDMS ships an OCR backend that uses the FLOSS engine Tesseract
+(https://github.com/tesseract-ocr/tesseract/), but it can
+use other engines. To support other engines crate a wrapper that subclasses the
+``OCRBackendBase`` class defined in mayan/apps/ocr/classes. This subclass should
+expose the ``execute`` method. For an example of how the Tesseract backend
+is implemented take a look at the file ``mayan/apps/ocr/backends/tesseract.py``
+
+Once you create you own backend, in your local.py settings add the option
+OCR_BACKEND and point it to your new OCR backend class path.
+
+The default value of OCR_BACKEND is ``"ocr.backends.tesseract.Tesseract"``
+
+To add support to OCR more languages when using Tesseract, install the
+corresponding language file. If using a Debian based OS, this command will
+display the available language files:
+
+    apt-cache search tesseract-ocr
+
+If using the Docker image, pass the environment variable MAYAN_APT_INSTALLS
+with the corresponding Tesseract language option. Example::
+
+    -e MAYAN_APT_INSTALLS='tesseract-ocr-deu'

docs/chapters/password_reset.rst

@@ -0,0 +1,39 @@
+**************
+Password reset
+**************
+
+To use the password reset feature, administrative emails need to be configured.
+These are sent by the system itself and not by the users. Their usage and
+configuration is different than the
+:doc:`email system used to share documents via email<../chapters/mailing>`.
+
+Sending administrative emails
+=============================
+
+To be able to send password reset emails configure the Django email settings
+via the :ref:`configuration file <configuration_file>`.
+
+Example::
+
+    DEFAULT_FROM_EMAIL: '<your administrator email>'
+    EMAIL_BACKEND: django.core.mail.backends.smtp.EmailBackend
+    EMAIL_HOST: '<your smtp ip address or hostname>'
+    EMAIL_HOST_PASSWORD: '<your smtp password>'
+    EMAIL_HOST_USER: '<your smtp username>'
+    EMAIL_PORT: 25  # or 587 or your server's SMTP port
+    EMAIL_TIMEOUT:
+    EMAIL_USE_SSL: true
+    EMAIL_USE_TLS: false
+
+To change the reference URL in the password reset emails on in the
+default document mailing template modify the ``COMMON_PROJECT_URL`` setting.
+For information on the different ways to change a setting check the
+:doc:`../topics/settings` topic.
+
+To test the email settings use the management command ``sendtestemail``.
+Example::
+
+    mayan-edms.py sendtestemail myself@example.com
+
+
+

docs/chapters/password_validation.rst

@@ -0,0 +1,48 @@
+*******************
+Password validation
+*******************
+
+To help reduce the use of weak passwords, Mayan EDMS includes support for
+password validators. Password validator enforce policies by rejecting
+password that don't conform with the validator's logic.
+
+By default, Mayan EDMS sets this password validation setup:
+
+- That the password is not similar no any user attributes.
+- A minimum password size of 8 characters.
+- The password is not one of the 20,000 commonly used weak password.
+- That the password is not entirely numeric.
+
+This default is coded in the following manner by the default Python setup file::
+
+    AUTH_PASSWORD_VALIDATORS = [
+        {
+            'NAME': 'django.contrib.auth.password_validation.UserAttributeSimilarityValidator',
+        },
+        {
+            'NAME': 'django.contrib.auth.password_validation.MinimumLengthValidator',
+        },
+        {
+            'NAME': 'django.contrib.auth.password_validation.CommonPasswordValidator',
+        },
+        {
+            'NAME': 'django.contrib.auth.password_validation.NumericPasswordValidator',
+        },
+    ]
+
+If using the YAML configuration file the same setup would be coded in the
+following manner::
+
+    AUTH_PASSWORD_VALIDATORS:
+    - NAME: django.contrib.auth.password_validation.UserAttributeSimilarityValidator
+    - NAME: django.contrib.auth.password_validation.MinimumLengthValidator
+    - NAME: django.contrib.auth.password_validation.CommonPasswordValidator
+    - NAME: django.contrib.auth.password_validation.NumericPasswordValidator
+
+In addition to the password validators provided by Django
+:django-docs:`validators provided by Django <topics/auth/passwords/#included-validators>`,
+Mayan EDMS adds the following validators:
+
+.. autoclass:: mayan.apps.authentication.validators.MinimumCapitalLettersContentValidator
+
+.. autoclass:: mayan.apps.authentication.validators.MinimumNumberContentValidator

docs/chapters/permissions.rst

@@ -1,6 +1,6 @@
-===========
+***********
 Permissions
-===========
+***********
 
 Mayan EDMS provides very fine control over which actions users can
 perform. Action control works by allowing ``roles``, that are composed of
@@ -10,6 +10,11 @@ that permission can exercise it throughout the entire system.
 .. blockdiag::
 
    blockdiag {
+      orientation = portrait
+      default_shape = roundedbox
+      span_width = 240;
+      span_height = 100;
+
       user [ label = 'Users' ];
       group [ label = 'Groups' ];
       role [ label = 'Roles' ];

docs/chapters/scaling_up.rst

@@ -0,0 +1,171 @@
+**********
+Scaling up
+**********
+
+The default installation method fits most use cases. If you use case requires
+more speed or capacity here are some suggestion that can help you improve the
+performance of your installation.
+
+Change the database manager
+===========================
+Use PostgreSQL or MySQL as the database manager.
+Tweak the memory setting of the database manager to increase memory allocation.
+More PostgreSQL specific examples are available in their wiki page:
+https://wiki.postgresql.org/wiki/Performance_Optimization
+
+Increase the number of Gunicorn workers
+=======================================
+The Gunicorn workers process HTTP requests and affect the speed at which the
+website responds.
+
+If you are using the Docker image, change the value of the
+``MAYAN_GUNICORN_WORKERS`` environment variable (check the Docker image chapter:
+:ref:`docker_environment_variables`). Normally this variable defaults to 2.
+Increase this number to match the number of CPU cores + 1.
+
+If you are using the direct deployment methods, change the line that reads::
+
+    command = /opt/mayan-edms/bin/gunicorn -w 2 mayan.wsgi --max-requests 500 --max-requests-jitter 50 --worker-class gevent --bind 0.0.0.0:8000 --timeout 120
+
+And increase the value of the ``-w 2`` argument. This line is found in the
+``[program:mayan-gunicorn]`` section of the supervisor configuration file.
+
+
+Background task processing
+==========================
+The Celery workers are system processes that take care of the background
+tasks requested by the frontend interactions like document image rendering
+and periodic tasks like OCR. There are several dozen tasks defined in the code.
+These tasks are divided into queues based on the app of the relationship
+between the tasks. The queues by default are divided into three groups
+based on the speed at which they need to be processed. The document page
+image rendering for example is categorized as a high volume, short duration
+task. The OCR is a high volume, long duration task. Email checking is a
+low volume, medium duration tasks. It is not advisable to have the same
+worker processing OCR to process image rendering too. If the worker is
+processing several OCR tasks it will not be able to provide fast images
+when an user is browsing the user interface. This is why by default the
+queues are split into 3 workers: fast, medium, and slow.
+
+The fast worker handles the queues:
+
+* converter: Handles document page rendering
+* sources_fast: Does staging file image rendering
+
+The medium worker handles the queues:
+
+* checkouts_periodic: Scheduled tasks that check if a document's checkout
+  period has expired
+* documents_periodic:
+* indexing: Does reindexing of documents in the background when their
+  properties change
+* metadata:
+* sources:
+* sources_periodic: Checking email accounts and watch folders for new
+  documents.
+* uploads: Processes files to turn the into Mayan documents. Processing
+  encompasses MIME type detection, page count detection.
+* documents:
+
+The slow worker handles the queues:
+
+* mailing: Does the actual sending of documents via email as requested by
+  users via the mailing profiles
+* tools: Executes in the background maintenance requests from the options
+  in the tools menu
+* statistics: Recalculates statistics and charts
+* parsing: Parses documents to extract actual text content
+* ocr: Performs OCR to transcribe page images to text
+
+Optimizations
+-------------
+
+* Increase the number of workers and redistribute the queues among them
+  (only possible with direct deployments).
+* Launch more workers to service a queue. For example for faster document
+  image generation launch 2 workers to process the converter queue only
+  possible with direct deployments).
+* By default each worker process uses 1 thread. You can increase the thread
+  count of each worker process with the Docker environment options:
+
+  * MAYAN_WORKER_FAST_CONCURRENCY
+  * MAYAN_WORKER_MEDIUM_CONCURRENCY
+  * MAYAN_WORKER_SLOW_CONCURRENCY
+
+* If using direct deployment, increase the value of the --concurrency=1
+  argument of each worker in the supervisor file. You can also remove this
+  argument and let the Celery algorithm choose the number of threads to
+  launch. Usually this defaults to the number of CPU cores + 1.
+
+Change the message broker
+=========================
+Messages are the method of communication between front end interactive code
+and background tasks. In this regard messages can be thought as homologous
+to tasks requests. Improving how many messages can be sent, stored and
+sorted will impact the number of tasks the system can handle. To save on
+memory, the basic deployment method and the Docker image default to using
+Redis as a message broker. To increase capacity and reduce volatility of
+messages (pending tasks are not lost during shutdown) use RabbitMQ to
+shuffle messages.
+
+For direct installs refer to the :ref:`deployment_advanced` documentation
+section for the required changes.
+
+For the Docker image, launch a separate RabbitMQ container
+(https://hub.docker.com/_/rabbitmq/)::
+
+    docker run -d --name mayan-edms-rabbitmq -e RABBITMQ_DEFAULT_USER=mayan -e RABBITMQ_DEFAULT_PASS=mayanrabbitmqpassword -e RABBITMQ_DEFAULT_VHOST=mayan rabbitmq:3
+
+Pass the MAYAN_CELERY_BROKER_URL environment variable (https://kombu.readthedocs.io/en/latest/userguide/connections.html#connection-urls)
+to the Mayan EDMS container so that it uses the RabbitMQ container the
+message broker::
+
+    -e MAYAN_CELERY_BROKER_URL="amqp://mayan:mayanrabbitmqpassword@localhost:5672/mayan",
+
+When tasks finish, they leave behind a return status or the result of a
+calculation, these are stored for a while so that whoever requested the
+background task, is able retrieve the result. These results are stored in the
+result storage. By default a Redis server is launched inside the Mayan EDMS
+container. You can launch a separate Docker Redis container and tell the Mayan
+EDMS container to use this via the MAYAN_CELERY_RESULT_BACKEND environment
+variable. The format of this variable is explained here: http://docs.celeryproject.org/en/3.1/configuration.html#celery-result-backend
+
+Deployment type
+===============
+Docker provides a faster deployment and the overhead is not high on modern
+systems. It is however memory and CPU limited by default and you need to
+increase this limits. The settings to change the container resource limits
+are here: https://docs.docker.com/config/containers/resource_constraints/#limit-a-containers-access-to-memory
+
+For the best performance possible use the advanced deployment method on a
+host dedicated to serving only Mayan EDMS.
+
+Storage
+=======
+For best input and output speed use a block based local filesystem on an
+SSD drive for the ``/media`` sub folder. The location of the ``/media`` folder
+will be specified by the ``MEDIA_ROOT`` setting.
+
+If capacity is your bottom line, switch to an
+:doc:`object storage <../chapters/object_storage>` system.
+
+Use additional hosts
+====================
+When one host is not enough you can use multiple hosts and share the load.
+Make sure that all hosts share the ``/media`` folder as specified by the
+``MEDIA_ROOT`` setting, also the database, the broker, and the result storage.
+One setting that needs to be changed in this configuration is the lock
+manager backend.
+
+Resource locking is a technique to avoid two processes or tasks to modify
+the same resource at the same time causing a race condition. Mayan EDMS uses
+its own lock manager. By default the lock manager with use a simple file
+based lock backend ideal for single host installations. For multiple hosts
+installation the database backend must be used in other to coordinate the
+resource locks between the different hosts over a share data medium. This is
+accomplished by modifying the environment variable ``LOCK_MANAGER_BACKEND`` in
+both the direct deployment or the Docker image. Use the value
+``lock_manager.backends.model_lock.ModelLock`` to switch to the database
+resource lock backend. If you can also write your own lock manager backend
+for other data sharing mediums with better performance than a relational
+database like Redis, Memcached, Zoo Keeper.

docs/chapters/settings.rst

@@ -0,0 +1,114 @@
+********
+Settings
+********
+
+Mayan EDMS can be configure via environment variables or by setting files.
+
+
+.. _environment_variables:
+
+Via environment variables
+=========================
+
+To use environment variables, lookup the name of the setting you want to
+override in the "Settings" menu. The "Settings" menu is located inside the
+"Setup" main menu. To pass a value via an environment variable append
+``"MAYAN_"`` to the name of the settings option. For example, to change
+the number of documents displayed per page (COMMON_PAGINATE_BY, by default 40),
+use::
+
+    export MAYAN_COMMON_PAGINATE_BY=10
+
+Restart Mayan EDMS and the new value will take effect. The "Settings" menu
+can be used to verify if the overridden setting value is being interpreted
+correctly.
+
+
+.. _configuration_file:
+
+Via YAML configuration file
+===========================
+
+.. versionadded:: 3.1
+
+It is possible to modify the different settings by creating or editing the
+``media/config.yml`` file. This file is formatted in the YAML markup language (
+http://yaml.org/). Here is an example of what the looks like::
+
+    DOCUMENT_PARSING_AUTO_PARSING: true
+    DOCUMENT_PARSING_PDFTOTEXT_PATH: /usr/bin/pdftotext
+    DEFAUL_FROM_EMAIL: mayan.admin@example.com
+    EMAIL_BACKEND: django.core.mail.backends.smtp.EmailBackend
+    EMAIL_HOST: localhost
+    EMAIL_HOST_PASSWORD: ''
+    EMAIL_HOST_USER: ''
+    EMAIL_PORT: 25
+    EMAIL_TIMEOUT: null
+    EMAIL_USE_SSL: false
+    EMAIL_USE_TLS: false
+    FILE_UPLOAD_MAX_MEMORY_SIZE: 2621440
+    HOME_VIEW: common:home
+
+Every time Mayan EDMS is able to start correctly it will copy the ``config.yml``
+and create a backup copy in the same directory named ``config_backup.yml``.
+This file is used to revert to the last know configuration file known
+to be valid. You can revert manually by copy the file or by using the
+``revertsettings`` management command from the command line.
+
+
+Via Python settings files
+=========================
+
+Another way to configure Mayan EDMS is via Python-style, settings files.
+If Mayan EDMS was installed using the Python package a ``mayan_settings``
+folder will created for this purpose. If you installed Mayan EDMS
+according to the :doc:`../chapters/deploying` instructions provided in this
+documentation your ``mayan_settings`` folder should be located in the directory:
+``/usr/share/mayan-edms/mayan/media/mayan_settings``.
+
+If Mayan EDMS was installed using Docker, the ``mayan_settings`` folder
+will be found inside the install Docker volume. If you installed Mayan EDMS
+according to the :doc:`../chapters/docker` instructions provided in this
+documentation your ``mayan_settings`` folder should be located in the directory:
+``/docker-volumes/mayan/mayan_settings``.
+
+Create a file with any valid name and a ``.py`` extension in the
+``mayan_settings`` folder. The file must starts with a global import of
+``mayan.settings.production``. In the form::
+
+    from mayan.settings.production import *
+
+Now add the corresponding lines to override the default settings.
+In the settings file, it is not necessary to prepend the string ``MAYAN_`` to
+the setting option. For example, to change the number of documents displayed
+per page (COMMON_PAGINATE_BY, by default 40),
+use::
+
+    COMMON_PAGINATE_BY=10
+
+versus::
+
+    export MAYAN_COMMON_PAGINATE_BY=10
+
+when using the environment variable method.
+
+For this example let's assume the file was saved with the name ``mysettings.py``.
+
+The way used to tell Mayan EDMS to import this file will vary based on the
+installation method.
+
+For the :doc:`../chapters/deploying` method, the full import path will be
+``mayan.media.mayan_settings.mysettings`` and can be passed via the
+``--settings`` command line argument like this::
+
+    python manage.py runserver --settings=mayan.media.mayan_settings.mysettings
+
+or via the ``DJANGO_SETTINGS_MODULE`` environment variable like this::
+
+    export DJANGO_SETTINGS_MODULE=mayan.media.mayan_settings.mysettings
+
+For the :doc:`../chapters/docker` installation method, the full import path will be
+``mayan_settings.mysettings`` and can only be passed via the
+``MAYAN_SETTINGS_MODULE`` environment variable like this::
+
+    docker run <...> -e MAYAN_SETTINGS_MODULE=mayan_settings.mysettings

docs/chapters/signatures.rst

@@ -1,6 +1,6 @@
-===================
+*******************
 Document signatures
-===================
+*******************
 
 Mayan EDMS supports two types of document signatures: embedded and
 detached signatures. When a document with an embedded signature is
@@ -8,6 +8,25 @@ uploaded, this signature is readily detected as part of the document
 inspection step. The status of the signature can be verified by accessing the
 signatures sections of a document.
 
+.. blockdiag::
+
+   blockdiag {
+      orientation = portrait
+      span_width = 240;
+
+      user [ shape = "actor" ];
+      key [ shape = flowchart.database, label = "Key" ];
+      document [ shape = "note", label = "Document" ];
+      document_signed [ label = "Signed\nDocument" ];
+
+
+      key -> user -> document -> document_signed;
+   }
+
+Signed documents are tamper-proof. That means that if any part of the document's
+file is edited (even just one character or one pixel), the document's
+signature becomes invalid alerting that an unauthorized change has occurred.
+
 Existing non signed documents can be signed in one of two ways:
 by downloading the document, signing it, and uploading the signed document
 as a new version of the existing one or by creating a detached signature for
@@ -21,4 +40,6 @@ keys no longer needed can also be deleted from this menu.
 
 Only `GNU Privacy Guard`_ signatures are support at the moment.
 
+Only version 1 of `GNU Privacy Guard`_ is supported at the moment.
+
 .. _`GNU Privacy Guard`: www.gnupg.org/

docs/chapters/smart_links.rst

@@ -1,4 +1,3 @@
-===========
 Smart links
 ===========
 
@@ -7,7 +6,7 @@ in their respective indexes. Smart links are useful when two documents are
 related somehow but are of different type or different hierarchical units.
 
 Example: A patient record can be related to a prescription drug information
-document, but they each belong to their own :doc:`indexes`.
+document, but they each belong to their own :doc:`../chapters/indexes`.
 
 Smart links are rule based, but don't create any organizational structure.
 Smart links just show the documents that match the rules as evaluated against

docs/chapters/sources.rst

@@ -0,0 +1,57 @@
+Sources
+=======
+
+Document sources define places from which documents can be uploaded or gathered.
+
+The current document sources supported are:
+
+- Web - ``HTML`` forms with a ``Browse`` button that will open the file dialog
+  when clicked to allow selection of files in the user's computer to be
+  uploaded as documents.
+- POP3 email - Provide the email, server and credential of a ``POP3`` based
+  email to be scanned periodically for email. The body of the email is uploaded
+  as a document and the attachments of the email are uploaded as separate
+  documents.
+- IMAP email - Same as the ``POP3`` email source but for email accounts using
+  the ``IMAP`` protocol.
+- Watch folder - A filesystem folder that is scanned periodically for files.
+  Any file found in the watch folder is uploaded and subsequently deleted.
+- Staging folder - Folder where networked attached scanned can save image
+  files. The files in these staging folders are scanned and a preview is
+  generated to help the process of upload. Staging folders and Watch folders
+  work in a similar way with the main difference being that Staging folders are
+  interactive while Watch folders are automatic; documents in a Watch folder
+  are uploaded periodically and documents in a Staging folder remain indefinitely
+  there until an user uploads them. A preview for files in a Staging folder is
+  also provided. An example of Staging folder use is when multiple people
+  are scanning documents but only one person must be allowed to upload those
+  documents. This one person examines the scans quality and decides what to
+  upload and what to reject and have re-scanned. Watch folders can be used
+  when the quality of the scans is irrelevant or when they will be known
+  to be of good quality, such as when receiving e-faxes as PDFs.
+
+.. blockdiag::
+
+    blockdiag {
+        mayan [shape = "roundedbox", label = "Mayan EDMS" ];
+        email_pop3 [shape = "mail", label = "e-mail (POP3)"];
+        email_imap [shape = "mail", label = "e-mail (IMAP)"];
+        staging [shape = "flowchart.database", label = "Staging folder" ];
+        watch [shape = "flowchart.database", label = "Watch folder" ];
+        automatic [shape = "box", label = "Automatic\n(via schedule)" ];
+        manual [shape = "actor", height=60, label = "Manual\n(user interaction)" ];
+        web [shape = "note", label = "Webform upload" ];
+
+        automatic -> mayan;
+        email_pop3 -> automatic;
+        email_imap -> automatic;
+        watch -> automatic;
+        manual -> mayan;
+        staging -> manual;
+        web -> manual;
+    }
+
+Document source can be configure to allow document bundles to uploaded as
+compressed files which are decompressed and their content uploaded as separate
+documents. This feature is useful when migrating from another document
+manager system.

docs/chapters/tags.rst

@@ -0,0 +1,23 @@
+Tags
+====
+
+Tags are color coded properties that can be attached or removed from documents.
+Tags allow giving documents a binary property. Documents can also be tagged
+with more than one tag.
+
+Tags are created from the :menuselection:`Tags --> Create` menu.
+
+To view all created tags use the :menuselection:`Tags --> All` menu.
+
+Once tagged, documents can be searched by their tags. It is also possible to
+show all the documents tagged with a particular
+tag via the **Documents** link of each tag.
+
+To view, add, or remove tags from a specific document, go to the document view
+and click on the **Tags** tab. This view will show the current tags of a
+document. The **Actions** menu will now show two new options: one to attach
+more tags to the document and another to remove tags from the document.
+
+It is also possible to tag documents in bulk by selecting several documents
+from any view that displays a list documents and selecting the **Attach tag**
+or **Remove tags** from the dropdown menu.

docs/chapters/transformations.rst

@@ -0,0 +1,21 @@
+***************
+Transformations
+***************
+
+Transformations are persistent manipulations to the previews of the stored
+documents. For example: a scanning equipment may only produce landscape PDFs.
+In this case a useful transformation for that document source would be to rotate
+all scanned documents by 270 degrees after being uploaded. By adding this
+transformation to the Mayan EDMS source that is connected to the scanner, all
+pages scanned via that source will inherit the transformation as they are
+created. The result is that whenever a document is uploaded from that scanner,
+it will appear in portrait orientation, instead of landscape orientation.
+
+Transformations can also be added to existing documents by clicking on a
+document's page and then clicking on "transformations". In this view the Actions
+menu will have a new option that reads "Create new transformation". Currently,
+the available transformations are: rotation, zoom, crop, and resize. Once the
+document image has been corrected, resubmit it for OCR for improved results.
+
+Transformations are not destructive and do not physically modify the document
+file, they just modify the document's graphical representation.

docs/chapters/translations.rst

@@ -1,6 +1,6 @@
-============
+************
 Translations
-============
+************
 
 Translations are handled online via the **Transifex** website:
 https://www.transifex.com/projects/p/mayan-edms/. To create a translation team

docs/chapters/upload_wizard.rst

@@ -0,0 +1,84 @@
+*************
+Upload wizard
+*************
+
+The steps needed to upgrade a document using form-tools' ``SessionWizard``
+were hardcoded in the ``source`` app. This made it very difficult to add or remove
+wizard steps.
+
+The steps of the wizard are now defined by a new class called
+``sources.wizard.WizardStep``. The existing steps to select a document type,
+enter metadata and tag the document, have been converted to function as
+``WizardSteps`` subclasses. The converted steps now live in
+
+``sources.wizards.WizardStepDocumentType``, ``tag.wizard_steps.WizardStepTags``,
+and ``metadata.wizard_steps.WizardStepMetadata``.
+
+The steps need to define the following methods:
+
+- ``done``: This method is execute when the wizard finished the last step
+  an enter the step where the actual file are uploaded. This steps is used
+  to encode form data into the URL query string that will be passed to the
+  document upload view for each file uploaded.
+
+- ``condition``: This method is used to display the step conditionally.
+  If this method return True it will be displayed during the upload wizard
+  execution. To skip the step, return False or None.
+
+- ``get_form_initial``: This method is used to return the initial data
+  for the step form. Use this method to set up initial values for the step's
+  form fields.
+
+- ``step_post_upload_process``: This method will be executed once the
+  document finishes uploading. Use this method to process the information
+  encoded in the URL querystring by the step's `done`` method.
+
+Once the ``WizardStep`` subclass is defined, it needs to be registered. This
+is done by calling the ``.register`` method of the ``WizardStep`` class with
+the subclass as the argument. Example::
+
+    WizardStep.register(WizardStepMetadata)
+
+This statement must be located after the subclass definition. Finally,
+the module defining the wizard step must be imported so that it is loaded
+with the rest of the code and enabled. The best place to do this is in the
+``.ready`` method of the apps' ``apps.py`` module. Example::
+
+    class TagsApp(MayanAppConfig):
+        has_rest_api = True
+        has_tests = True
+        name = 'tags'
+        verbose_name = _('Tags')
+
+        def ready(self):
+            super(TagsApp, self).ready()
+            from actstream import registry
+
+            from .wizard_steps import WizardStepTags  # NOQA
+
+The ``WizardStep`` class also allows for unregistering existing steps. This
+is accomplished by calling the ``.deregister`` method of the ``WizardStep``
+class and passing the subclass as the argument. This method should
+also be called inside the ``.ready`` method of an apps' ``apps.py``
+module. Example::
+
+
+    class TagsApp(MayanAppConfig):
+        has_rest_api = True
+        has_tests = True
+        name = 'tags'
+        verbose_name = _('Tags')
+
+        def ready(self):
+            super(TagsApp, self).ready()
+            from actstream import registry
+
+            from metadata.wizard_steps import WizardStepMetadata  # NOQA
+            from sources.wizards import WizardStep  # NOQA
+            from .wizard_steps import WizardStepTags  # NOQA
+
+            WizardStep.deregister(WizardStepTags)
+
+
+This will cause the tags assignment step to not be assigned to the upload
+wizard anymore.

docs/chapters/versioning.rst

@@ -0,0 +1,48 @@
+*******************
+Document versioning
+*******************
+
+Mayan EDMS has the ability to store different versions of the same
+document. A comment field is provided to allow users to summarize the new
+version changes in comparison with the previous one. If a new version was
+uploaded by mistake or such new version is no longer necessary the option to
+revert to a previous version of the document is provided.
+
+.. blockdiag::
+
+   blockdiag {
+      default_shape = roundedbox
+      orientation = portrait
+        node_width = 200;
+      version_1 [ label = "Version 1" ];
+      version_2 [ label = "Version 2" ];
+      document_1 [ label = "payroll_report.pdf" ];
+      document_2 [ label = "payroll_report_fixed.pdf" ];
+      upload_1 [ label = "payroll_report.pdf" ];
+      upload_2 [ label = "payroll_report_fixed.pdf" ];
+
+        upload_1 -> version_1 -> document_1;
+        upload_2 -> version_2 -> document_2;
+        document_1 -> document_2;
+   }
+
+Only the interactive document sources (:doc:`../chapters/sources`)
+(``Web`` and ``Staging folders``) are available to upload new document versions.
+
+There is no limit to the number of versions a document can have.
+
+.. blockdiag::
+
+    blockdiag {
+        default_shape = roundedbox
+        orientation = portrait
+        node_width = 200;
+
+        document [ label = "payroll_report.pdf" ];
+        versions [ label = "Versions", stacked ];
+
+        document -> versions;
+   }
+
+By default, the last version will be showed when working with the document
+but any of the versions can be inspected and viewed.

docs/chapters/workflows.rst

@@ -0,0 +1,91 @@
+*********
+Workflows
+*********
+
+Introduction
+============
+
+Workflows provide a structure method for storing a sequence of states over
+which the a document will progress. Workflows keep track how a document has
+been processed so far.
+
+Workflows work by storing a series of states to help you know the "status"
+of a document. To move a workflow from one state to another, transitions are
+used.
+
+Transitions connect two different states and help provide context to know
+which state is possible to transition to, from a previous state. Transitions
+provide and order for the sequence of possible states changes.
+
+Transitions can be executed manually by users if they have the required access
+level as configure by the system administrator.
+
+
+Automation
+==========
+
+Besides being able to be executed manually by users, transitions can also be
+programmed execute automatically based on system events. This is called in
+Mayan EDMS transition triggering and is one of the tools available to
+automate business processes.
+
+For example:
+
+* Move a document from a "scanned" state to a "billed" state
+  when a tag is attached to the document.
+* Move a document from a "uploaded" state to a "OCR ready" state
+  when the OCR engine finishes processing the document.
+
+The other tool provided for process automation is being able to execute an
+action when a workflow state is reached or leaved. These are called state
+events.
+
+Some examples of state actions currently provided are:
+
+* Attach a tag to a document
+* Remove a tag from a document
+* Do an HTTP POST request to an external IP address
+* Edit the label or the description of a document.
+
+Other time more state actions are being added. Some state actions like the one
+that creates an HTTP POST request allow Mayan EDMS to trigger processes in
+external systems based on the state of a document. One example of this is
+triggering the billing process of an accounting system when an invoice is
+scanned in Mayan EDMS.
+
+Workflow state actions and transitions triggers are new features and are still
+evolving.
+
+Workflows allow translating business logic into a series of states. With the
+addition of state actions and transition triggers, the workflows in Mayan EDMS
+are no longer just informative but can be part of your actual business
+automation process.
+
+
+Implementation
+==============
+
+Internally, workflows are implemented as a finite state machines
+(https://en.wikipedia.org/wiki/Finite-state_machine). And have the limitation
+that only one state can be the current active state for a workflow being
+executed. The other limitation of the current implementation is that every
+workflow needs at least one state marked as the initial state. These limitations
+are the result of a compromised in the design between flexibility and ease of
+use.
+
+
+Visualizations
+==============
+
+The graphical representation of a workflow (or a finite state machine style
+in Mayan EDMS's case) is similar to a flowchart. The states are represented
+with circles. The transitions are represented with arrows. Circle with a
+double border represent the initial state of the workflow.
+
+To view the graphical representations of workflow use **Preview** button of
+the workflow in the setup view.
+
+
+
+We are working now on workflow transition trigger filters to have
+the trigger move the state of the workflow on certain conditions. For example: Attach a tag if there is a specific word found in the OCR text.

docs/conf.py

@@ -13,7 +13,8 @@ from __future__ import unicode_literals
 # All configuration values have a default; values that are commented out
 # serve to show the default.
 
-import sys, os
+import os
+import sys
 
 sys.path.insert(0, os.path.abspath('..'))
 
@@ -22,23 +23,25 @@ import mayan
 # If extensions (or modules to document with autodoc) are in another directory,
 # add these directories to sys.path here. If the directory is relative to the
 # documentation root, use os.path.abspath to make it absolute, like shown here.
-sys.path.append(os.path.abspath(os.path.join(os.path.dirname(__file__), "_ext")))
+sys.path.append(
+    os.path.abspath(os.path.join(os.path.dirname(__file__), '_ext'))
+)
 
 # -- General configuration -----------------------------------------------------
 
 # If your documentation needs a minimal Sphinx version, state it here.
-#needs_sphinx = '1.0'
+# needs_sphinx = '1.0'
 
 # Add any Sphinx extension module names here, as strings. They can be extensions
 # coming with Sphinx (named 'sphinx.ext.*') or your custom ones.
-#extensions = ['sphinx.ext.autodoc', 'sphinx.ext.viewcode']
-#extensions = ["djangodocs", "sphinx.ext.intersphinx"]
-extensions = ['djangodocs', 'sphinxcontrib.blockdiag']
+extensions = [
+    'sphinx.ext.autodoc', 'sphinx.ext.extlinks', 'sphinxcontrib.blockdiag',
+    'sphinxcontrib.spelling', 'sphinx.ext.viewcode'
+]
 
 blockdiag_antialias = True
-blockdiag_html_image_format = "SVG"
-blockdiag_latex_image_format = "PDF"
-blockdiag_tex_image_format = "PDF"
+blockdiag_html_image_format = 'SVG'
+blockdiag_latex_image_format = 'PDF'
 
 # Add any paths that contain templates here, relative to this directory.
 templates_path = ['_templates']
@@ -54,7 +57,7 @@ master_doc = 'index'
 
 # General information about the project.
 project = mayan.__title__
-copyright = mayan.__copyright__
+copyright = mayan.__copyright_short__
 
 # The version info for the project you're documenting, acts as replacement for
 # |version| and |release|, also used in various other places throughout the
@@ -68,20 +71,20 @@ release = version
 
 # The language for content autogenerated by Sphinx. Refer to documentation
 # for a list of supported languages.
-#language = None
+# language = None
 
 # There are two options for replacing |today|: either, you set today to some
 # non-false value, then it is used:
-#today = ''
+# today = ''
 # Else, today_fmt is used as the format for a strftime call.
-#today_fmt = '%B %d, %Y'
+# today_fmt = '%B %d, %Y'
 
 # List of patterns, relative to source directory, that match files and
 # directories to ignore when looking for source files.
 exclude_patterns = ['_build']
 
 # The reST default role (used for this markup: `text`) to use for all documents.
-#default_role = None
+# default_role = None
 
 # If true, '()' will be appended to :func: etc. cross-reference text.
 add_function_parentheses = True
@@ -98,7 +101,7 @@ show_authors = False
 pygments_style = 'sphinx'
 
 # A list of ignored prefixes for module index sorting.
-#modindex_common_prefix = []
+# modindex_common_prefix = []
 
 
 # -- Options for HTML output ---------------------------------------------------
@@ -110,26 +113,26 @@ html_theme = 'classic'
 # Theme options are theme-specific and customize the look and feel of a theme
 # further.  For a list of options available for each theme, see the
 # documentation.
-#html_theme_options = {}
+# html_theme_options = {}
 
 # Add any paths that contain custom themes here, relative to this directory.
-#html_theme_path = []
+# html_theme_path = []
 
 # The name for this set of Sphinx documents.  If None, it defaults to
 # "<project> v<release> documentation".
-#html_title = None
+# html_title = None
 
 # A shorter title for the navigation bar.  Default is the same as html_title.
-#html_short_title = None
+# html_short_title = None
 
 # The name of an image file (relative to this directory) to place at the top
 # of the sidebar.
-#html_logo = None
+# html_logo = None
 
 # The name of an image file (within the static path) to use as favicon of the
 # docs.  This file should be a Windows icon file (.ico) being 16x16 or 32x32
 # pixels large.
-#html_favicon = None
+# html_favicon = None
 
 # Add any paths that contain custom static files (such as style sheets) here,
 # relative to this directory. They are copied after the builtin static files,
@@ -138,115 +141,114 @@ html_static_path = ['_static']
 
 # If not '', a 'Last updated on:' timestamp is inserted at every page bottom,
 # using the given strftime format.
-#html_last_updated_fmt = '%b %d, %Y'
+# html_last_updated_fmt = '%b %d, %Y'
 
 # If true, SmartyPants will be used to convert quotes and dashes to
 # typographically correct entities.
-#html_use_smartypants = True
+# html_use_smartypants = True
 
 # Custom sidebar templates, maps document names to template names.
-#html_sidebars = {}
+# html_sidebars = {}
 
 # Additional templates that should be rendered to pages, maps page names to
 # template names.
-#html_additional_pages = {}
+# html_additional_pages = {}
 
 # If false, no module index is generated.
-#html_domain_indices = True
+# html_domain_indices = True
 
 # If false, no index is generated.
-#html_use_index = True
+# html_use_index = True
 
 # If true, the index is split into individual pages for each letter.
-#html_split_index = False
+# html_split_index = False
 
 # If true, links to the reST sources are added to the pages.
-#html_show_sourcelink = True
+# html_show_sourcelink = True
 
 # If true, "Created using Sphinx" is shown in the HTML footer. Default is True.
-#html_show_sphinx = True
+# html_show_sphinx = True
 
 # If true, "(C) Copyright ..." is shown in the HTML footer. Default is True.
-#html_show_copyright = True
+# html_show_copyright = True
 
 # If true, an OpenSearch description file will be output, and all pages will
 # contain a <link> tag referring to it.  The value of this option must be the
 # base URL from which the finished HTML is served.
-#html_use_opensearch = ''
+# html_use_opensearch = ''
 
 # This is the file name suffix for HTML files (e.g. ".xhtml").
-#html_file_suffix = None
+# html_file_suffix = None
 
 # Output file base name for HTML help builder.
 htmlhelp_basename = 'MayanEDMSdoc'
 
+html_show_sourcelink = False
+
+html_show_sphinx = False
 
 # -- Options for LaTeX output --------------------------------------------------
 
 # The paper size ('letter' or 'a4').
-#latex_paper_size = 'letter'
+# latex_paper_size = 'letter'
 
 # The font size ('10pt', '11pt' or '12pt').
-#latex_font_size = '10pt'
+# latex_font_size = '10pt'
 
 # Grouping the document tree into LaTeX files. List of tuples
 # (source start file, target name, title, author, documentclass [howto/manual]).
 latex_documents = [
-  ('index', 'MayanEDMS.tex', 'Mayan EDMS Documentation',
-   mayan.__author__, 'manual'),
+    (
+        'index', 'MayanEDMS.tex', 'Mayan EDMS Documentation',
+        mayan.__author__, 'manual'
+    ),
 ]
 
 # The name of an image file (relative to this directory) to place at the top of
 # the title page.
-#latex_logo = None
+# latex_logo = None
 
 # For "manual" documents, if this is true, then toplevel headings are parts,
 # not chapters.
-#latex_use_parts = False
+# latex_use_parts = False
 
 # If true, show page references after internal links.
-#latex_show_pagerefs = False
+# latex_show_pagerefs = False
 
 # If true, show URL addresses after external links.
-#latex_show_urls = False
+# latex_show_urls = False
 
 # Additional stuff for the LaTeX preamble.
-#latex_preamble = ''
+# latex_preamble = ''
 
 # Documents to append as an appendix to all manuals.
-#latex_appendices = []
+# latex_appendices = []
 
 # If false, no module index is generated.
-#latex_domain_indices = True
-
+# latex_domain_indices = True
 
 # -- Options for manual page output --------------------------------------------
 
 # One entry per manual page. List of tuples
 # (source start file, name, description, authors, manual section).
 man_pages = [
-    ('index', 'mayanedms', 'Mayan EDMS Documentation',
+    ('index', 'mayanedms', '{} Documentation'.format(mayan.__title__),
      [mayan.__author__], 1)
 ]
 
+html_theme = 'sphinx_rtd_theme'
 
-# -- Custom options
-import alabaster
-
-html_theme_path = [alabaster.get_path()]
-extensions.append('alabaster')
-html_theme = 'alabaster'
-html_sidebars = {
-    '**': [
-        'about.html', 'donate.html', 'navigation.html', 'searchbox.html',
-    ]
+# -- External links --
+extlinks = {
+    'django-docs': (
+        'https://docs.djangoproject.com/en/{}/%s'.format(
+            mayan.__django_version__
+        ), 'Django documentation section: '
+    ),
+    'github-issue': (
+        'https://github.com/mayan-edms/mayan-edms/issues/%s', 'GitHub issue #'
+    ),
+    'gitlab-issue': (
+        'https://gitlab.com/mayan-edms/mayan-edms/issues/%s', 'GitLab issue #'
+    )
 }
-html_theme_options = {
-    'description': mayan.__description__,
-    'github_button': False,
-    'travis_button': False,
-    'gratipay_user': 'rosarior',
-    'github_banner': False,
-}
-
-html_logo = '_static/logo_pyramid_only.png'

docs/index.rst

@@ -1,24 +1,15 @@
 Welcome to Mayan EDMS!
 ======================
 
-Mayan EDMS is a `Free Open Source`_ `Electronic Document Management System`_, coded in
-the Python language using the Django_ web application framework and released
-under the `Apache 2.0 License`_. It provides an electronic vault or repository for electronic documents.
+.. image:: /_static/mayan_logo.png
+  :alt: Logo is a trademark of Roberto Rosario
+  :align: center
 
-The easiest way to use Mayan EDMS is by using a Debian based Linux distribution
-and install it from PyPI with the following commands:
 
-.. code-block:: bash
-
-    sudo apt-get install libjpeg-dev libmagic1 libpng-dev libreoffice libtiff-dev gcc ghostscript gpgv python-dev python-virtualenv tesseract-ocr poppler-utils -y
-    virtualenv venv
-    source venv/bin/activate
-    pip install mayan-edms
-    mayan-edms.py initialsetup
-    mayan-edms.py runserver
-
-Point your browser to 127.0.0.1:8000 and use the automatically created admin
-account.
+Mayan EDMS is a `Free Open Source`_ `Electronic Document Management System`_,
+coded in the Python language using the Django_ web application framework and
+released under the `Apache 2.0 License`_. It provides an electronic vault or
+repository for electronic documents.
 
 .. image:: /_static/overview.gif
    :alt: Overview
@@ -26,21 +17,24 @@ account.
 .. toctree::
     :hidden:
 
-    Features <topics/features>
-    Installation <topics/installation>
-    Deploying <topics/deploying>
-    Release notes and upgrading <releases/index>
-    Concepts <topics/index>
-    Development <topics/development>
-    App creation <topics/app_creation>
-    Roadmap <topics/roadmap>
-    Translations <topics/translations>
-    Contributors <topics/contributors>
-    Screenshots <topics/screenshots>
-    Licensing <topics/license>
-    FAQ <topics/faq>
-    Contact <topics/contact>
+    topics/features
+    topics/installation
+    releases/index
+    topics/getting_started
+    topics/access_control
+    topics/categorization
+    topics/collaboration
+    topics/settings
+    topics/storage
+    topics/integration
+    topics/advanced
+    topics/administration
+    topics/development
+    topics/faq
+    topics/license
+    topics/contact
 
+.. _Docker: https://www.docker.com/
 .. _Django: http://www.djangoproject.com/
 .. _Free Open Source: http://en.wikipedia.org/wiki/Open_source
 .. _Electronic Document Management System: https://en.wikipedia.org/wiki/Document_management_system

docs/mercs/0001-merc-process.rst

@@ -0,0 +1,210 @@
+MERC 1: Purpose and Guidelines
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+:MERC: 1
+:Author: Michael Price
+:Status: Accepted
+:Type: Process
+:Created: 2018-02-17
+:Last-Modified: 2018-02-17
+
+.. contents:: Table of Contents
+   :depth: 3
+   :local:
+
+What is a MERC?
+===============
+
+A Mayan EDMS Request For Comment document or MERC document is a design
+document providing information to the Mayan EDMS community, or
+describing a new feature or process for Mayan EDMS. MERCs provide
+concise technical specifications of features, along with rationales.
+
+MERC Types
+==========
+
+There are three kinds of MERCs:
+
+1. A **Feature** MERC describes a new feature or implementation
+for Mayan EDMS. Most MERCs will be Feature MERCs.
+
+2. An **Informational** MERC describes a Mayan EDMS design issue, or
+provides general guidelines or information to the Mayan EDMS community,
+but does not propose a new feature. Informational MERCs do not
+necessarily represent a community consensus or recommendation, so users
+and implementers are free to ignore Informational MERCs or follow their
+advice.
+
+3. A **Process** MERC describes a process surrounding Mayan EDMS, or
+proposes a change to (or an event in) a process.  Process MERCs are
+like Feature MERCs but apply to areas other than the Mayan EDMS
+framework itself.  They may propose an implementation, but not to
+Mayan EDMS's codebase; they often require community consensus; unlike
+Informational MERCs, they are more than recommendations, and users
+are typically not free to ignore them.  Examples include
+procedures, guidelines, changes to the decision-making process, and
+changes to the tools or environment used in Mayan EDMS development.
+Any meta-MERC is also considered a Process MERC. (So this document
+is a Process MERC).
+
+MERC submission workflow
+========================
+
+Pre-proposal
+------------
+
+The MERC process begins with a new idea for Mayan EDMS. It is highly recommended
+that a single MERC contain a single key proposal or new idea. Small enhancements
+or patches usually don't need a MERC and follow Mayan EDMS's normal contribution
+process.
+
+MERCs should be focused on a single topic. If in doubt, split your MERC
+into several well-focused ones.
+
+Once the idea's been vetted, a draft MERC should be presented to the
+Mayan EDMS mailing list. This gives the author a chance to flesh out the
+draft MERC to make sure it's properly formatted, of high quality, and to address
+initial concerns about the proposal.
+
+The Core Developers will be responsible for accepting or rejecting the MERC proposal.
+
+
+Submitting the draft
+--------------------
+
+Following the discussion on Mayan EDMS mailing list, the proposal
+should be sent as a merge request to the Mayan EDMS repository. The draft must
+be written in MERC style; if it isn't the merge request may be rejected until proper
+formatting rules are followed.
+
+
+Implementation
+--------------
+
+Finally, once a MERC has been accepted, the implementation must be completed. In
+many cases some (or all) implementation will actually happen during the MERC
+process: Feature MERCs will often have fairly complete implementations before
+being reviewed. When the implementation is complete and incorporated
+into the main source code repository, the status will be changed to
+"Final".
+
+MERC format
+===========
+
+MERCs need to follow a common format and outline; this section describes
+that format.
+
+MERCs must be written in `reStructuredText <http://docutils.sourceforge.net/rst.html>`_
+(the same format as Mayan EDMS's documentation).
+
+Each MERC should have the following parts:
+
+#. A short descriptive title (e.g. "User document filters"), which is also reflected
+   in the MERC's filename (e.g. ``0002-user-document-filters.rst``).
+
+#. A preamble -- a rST `field list <http://docutils.sourceforge.net/docs/ref/rst/restructuredtext.html#field-lists>`_
+   containing metadata about the MERC, including the MERC number and so forth. See
+   `MERC Metadata`_ below for specific details.
+
+#. Abstract -- a short (~200 word) description of the technical issue
+   being addressed.
+
+#. Specification -- The technical specification should describe the syntax and
+   semantics of any new feature.  The specification should be detailed enough to
+   allow implementation -- that is, developers other than the author should
+   (given the right experience) be able to independently implement the feature,
+   given only the MERC.
+
+#. Motivation -- The motivation is critical for MERCs that want to add
+   substantial new features or materially refactor existing ones. It should
+   clearly explain why the existing solutions are inadequate to address the
+   problem that the MERC solves. MERC submissions without sufficient motivation
+   may be rejected outright.
+
+#. Rationale -- The rationale fleshes out the specification by describing what
+   motivated the design and why particular design decisions were made. It
+   should describe alternate designs that were considered and related work.
+
+   The rationale should provide evidence of consensus within the community and
+   discuss important objections or concerns raised during discussion.
+
+#. Backwards Compatibility -- All MERCs that introduce backwards
+   incompatibilities must include a section describing these incompatibilities
+   and their severity.  The MERC must explain how the author proposes to deal
+   with these incompatibilities. MERC submissions without a sufficient backwards
+   compatibility treatise may be rejected outright.
+
+#. Reference Implementation -- The reference implementation must be completed
+   before any MERC is given status "Final", but it need not be completed before
+   the MERC is accepted. While there is merit to the approach of reaching
+   consensus on the specification and rationale before writing code, the
+   principle of "rough consensus and running code" is still useful when it comes
+   to resolving many discussions of API details.
+
+   The final implementation must include tests and documentation, per Mayan EDMS
+   development guide.
+
+
+MERC Metadata
+-------------
+
+Each MERC must begin with some metadata given as an rST
+`field list <http://docutils.sourceforge.net/docs/ref/rst/restructuredtext.html#field-lists>`_.
+The headers must contain the following fields:
+
+``MERC``
+    The MERC number. In an initial merge request, this can be left out or given
+    as ``XXXX``; the reviewer who merges the pull request will assign the MERC
+    number.
+``Type``
+    ``Feature``, ``Informational``, or ``Process``
+``Status``
+    ``Draft``, ``Accepted``, ``Rejected``, ``Withdrawn``, ``Final``, or ``Superseded``
+``Created``
+    Original creation date of the MERC (in ``yyyy-mm-dd`` format)
+``Last-Modified``
+    Date the MERC was last modified (in ``yyyy-mm-dd`` format)
+``Author``
+    The MERC's author(s).
+``Implementation-Team``
+    The person/people who have committed to implementing this MERC
+``Requires``
+    If this MERC depends on another MERC being implemented first,
+    this should be a link to the required MERC.
+``Mayan EDMS-Version`` (optional)
+    For Feature MERCs, the version of Mayan EDMS (e.g. ``2.7.3``) that this
+    feature will be released in.
+``Replaces`` and ``Superseded-By`` (optional)
+    These fields indicate that a MERC has been rendered obsolete. The newer MERC
+    must have a ``Replaces`` header containing the number of the MERC that it
+    rendered obsolete; the older MERC has a ``Superseded-By`` header pointing to
+    the newer MERC.
+``Resolution`` (optional)
+    For MERCs that have been decided upon, this can be a link to the final
+    rationale for acceptance/rejection. It's also reasonable to simply update
+    the MERC with a "Resolution" section, in which case this header can be left
+    out.
+
+Auxiliary Files
+---------------
+
+MERCs may include auxiliary files such as diagrams.  Such files must be named
+``XXXX-descriptive-title.ext``, where "XXXX" is the MERC number,
+"descriptive-title" is a short slug indicating what the file contains, and
+"ext" is replaced by the actual file extension (e.g. "png").
+
+Reporting MERC Bugs, or Submitting MERC Updates
+===============================================
+
+How you report a bug, or submit a MERC update depends on several factors, such as
+the maturity of the MERC, the preferences of the MERC author, and the nature of
+your comments. For the early draft stages of the MERC, it's probably best to
+send your comments and changes directly to the MERC author. For more mature, or
+finished MERCs you can submit corrections as repository issues or merge requests
+against the git repository.
+
+When in doubt about where to send your changes, please check first with the MERC
+author and/or a core developer.
+
+MERC authors with git push privileges for the MERC repository can update the MERCs
+themselves.

docs/mercs/0002-test-writing.rst

@@ -0,0 +1,82 @@
+====================
+MERC 2: Test writing
+====================
+
+:MERC: 2
+:Author: Michael Price
+:Status: Accepted
+:Type: Feature
+:Created: 2018-02-22
+:Last-Modified: 2018-04-01
+
+.. contents:: Table of Contents
+   :depth: 3
+   :local:
+
+Abstract
+========
+
+This MERC proposes a standard methodology for writing tests for Mayan EDMS.
+
+Motivation
+==========
+
+Having a standard methodology for writing tests has the following advantages:
+
+1. Scaffolding can be reduced by providing the most frequently used
+   paradigms as methods or helper functions.
+2. Reduce the probabilities of errors slipping through poorly written tests.
+
+
+Specification
+=============
+
+1. Tests must test each view in at least two ways:
+
+    A. Object creations views must be tested with and without permissions.
+    B. Object detail, list and delete views must be tested with and without
+       object access.
+
+2. Tests must assert the status code of the response even
+   when the expected status is HTTP 200.
+3. The actual request performed must be enclosed in a private methods
+   so that the fail and pass tests use the same HTTP request.
+4. Test must verify that changes happened and didn't happened in the
+   database regardless of the return code. Even is an edit view returns
+   and error 4XX (404-Not found, 403-Forbidden, etc), the test must
+   ensure that the data was not indeed modified.
+5. All tests must use the test user created by the BaseAPITestCase and not
+   an super user unless absolutely required by the test.
+6. Each test must test just one thing.
+7. If a test object needs to be created before the execution of a request
+   this object must be created by a private method.
+
+Example:
+
+.. code-block:: python
+
+    def _request_tag_create(self):
+        return self.post(
+            viewname='rest_api:tag-list', data={
+                'label': TEST_TAG_LABEL, 'color': TEST_TAG_COLOR
+            }
+        )
+
+    def test_tag_create_view_no_permission(self):
+        response = self._request_tag_create()
+        self.assertEqual(response.status_code, status.HTTP_403_FORBIDDEN)
+        self.assertEqual(Tag.objects.count(), 0)
+
+    def test_tag_create_view_with_permission(self):
+        self.grant_permission(permission=permission_tag_create)
+        response = self._request_tag_create()
+        self.assertEqual(response.status_code, status.HTTP_201_CREATED)
+
+        tag = Tag.objects.first()
+        self.assertEqual(response.data['id'], tag.pk)
+        self.assertEqual(response.data['label'], TEST_TAG_LABEL)
+        self.assertEqual(response.data['color'], TEST_TAG_COLOR)
+
+        self.assertEqual(Tag.objects.count(), 1)
+        self.assertEqual(tag.label, TEST_TAG_LABEL)
+        self.assertEqual(tag.color, TEST_TAG_COLOR)

docs/mercs/0003-using-javascript-libraries.rst

@@ -0,0 +1,74 @@
+==================================
+MERC 3: Using JavaScript libraries
+==================================
+
+:MERC: 3
+:Author: Eric Riggs
+:Status: Accepted
+:Type: Feature
+:Created: 2018-03-08
+:Last-Modified: 2018-06-04
+
+.. contents:: Table of Contents
+   :depth: 3
+   :local:
+
+
+Abstract
+========
+
+This MERC proposes a standard way to use JavaScript libraries.
+
+Rationale
+=========
+
+Mayan EDMS uses several JavaScript libraries for user interface features.
+Currently, the libraries are not installed using any JavaScript package
+manager but copied uncompressed. Installing the libraries in this manner
+carries some disadvantages.
+
+Motivation
+==========
+
+The inclusion of the libraries in source form is required by many licenses
+if the library is not installed by a package manager in distributable form.
+There are several disadvantages with the current approach:
+
+1. Having the library in source form means that the entire weight of the
+   library's size carries over the overall size of the Mayan EDMS distribution files.
+   The justification for not doing this is the same as with the Python libraries
+   which are not copied with the code but downloaded upon installation.
+2. Upgrading the libraries means manually examining the version of the
+   installed in the project and manually searching, downloading, compressing
+   and adding the files to the repository.
+3. The source form of the libraries includes normal and minified versions
+   of the code and the accompanying CSS files. There is no define preference
+   and through the project both versions of the libraries are loaded
+   interchangeably. Using a packager manager the minified version would be
+   used of a pipeline to minify the installed libraries should be added.
+
+Backwards Compatibility
+=======================
+
+There are no backwards compatibility issues with this proposal.
+
+
+Specification
+=============
+
+Changes needed:
+
+1. Python based JavaScript package manager. Alternatively a Python wrapper
+   for a JavaScript package manager could be used.
+2. Package manifest for the JavaScript libraries used.
+3. Installation pipeline to install the JavaScript libraries during the
+   installation and setup of the project.
+
+References:
+
+- https://github.com/JDeuce/powser
+- https://github.com/javrasya/version-manager
+- https://github.com/inveniosoftware-attic/setuptools-bower
+- https://pypi.python.org/pypi/django-bower-cache/0.5.0
+- http://django-pipeline.readthedocs.io/en/latest/index.html
+- https://github.com/nvbn/django-bower

docs/mercs/0004-support-forum.rst

@@ -0,0 +1,46 @@
+=====================
+MERC 4: Support forum
+=====================
+
+:MERC: 4
+:Author: Michael Price
+:Status: Accepted
+:Type: Process
+:Created: 2018-02-27
+:Last-Modified: 2018-09-04
+
+.. contents:: Table of Contents
+   :depth: 3
+   :local:
+
+Abstract
+========
+
+This MERC proposes the move of the official community meeting place
+from Google Group to a self hosted forum platform.
+
+Motivation
+==========
+
+Google Groups is not a proper forum platform and as such is lacking many
+features that would increase participation. Google Groups has not had any
+significant update in years and the age of the platform is visible. There
+are no official mobile apps for Google Groups, no responsible template
+is not provided. There are not integration options. These factors
+contribute to the problems of knowledge dilution and one time
+participation being experienced in the Mayan EDMS community.
+
+Other concerns for moving the community to a self hosted forum solution
+are that Google Groups presents a single point of failure by relying on
+a free product hosted by a commercial company with no continuation plan
+for the product. Google Groups doesn't provide archiving features and
+the current archive solution relies on other third party services, one
+of which (GMANE) has stopped working. Recent user privacy and censorship
+issues regarding Google, reinforce the need for a self hosted solution.
+
+
+Specification
+=============
+
+Platform chosen was phpBB. Factors were: written in PHP, ease of installation,
+compatible with several database managers, mature, extensive development history.

docs/mercs/0005-explicit-arguments.rst

@@ -0,0 +1,149 @@
+==========================
+MERC 5: Explicit arguments
+==========================
+
+:MERC: 5
+:Author: Roberto Rosario
+:Status: Accepted
+:Type: Feature
+:Created: 2018-12-30
+:Last-Modified: 2018-12-31
+
+.. contents:: Table of Contents
+   :depth: 3
+   :local:
+
+
+Abstract
+========
+
+This MERC proposes the adoption of a new methodology when performing calls.
+It seeks to reduce the use of positional arguments in favor of keyword
+arguments in as many places as possible.
+
+
+Motivation
+==========
+
+As the project grows, legibility of code becomes more important. Keyword
+argument help document the use of services, clases and functions. Refactors
+that affect the interface of services are also easier to find and update and
+fix. Positional argument can cause a call to continue working as long as the
+datatype of the argument remains the same. Usage of keyword arguments will
+automatically raise and error that will prevent such situations. Keyword
+argument further eliminate the relevance of position or the arguments, and
+the arguments can be sorted alphabetically for easier visual scanning or by
+semantic significance improving code readability.
+
+
+Specification
+=============
+
+Adoption of this MERC will require an audit of existing calls and the use
+of the method proposed for new calls. Every call regardless of the type or
+origin of the source callable will name each argument used. By type it is
+meant: classes, functions, methods. Origin means: local from the project,
+from the framework, third party libraries or the standard library.
+
+
+Backwards Compatibility
+=======================
+
+No backwards compatibility issues are expected. New errors arising from the use
+if keyword arguments could be interpreted as existing latent issues that
+have not been uncovered.
+
+
+Reference Implementation
+========================
+
+Example:
+
+Before:
+
+.. code-block:: python
+
+    from mayan.apps.common.classes import Template
+
+    Template(
+        'menu_main', 'appearance/menu_main.html'
+    )
+
+
+After:
+
+.. code-block:: python
+
+    from mayan.apps.common.classes import Template
+
+    Template(
+        name='menu_main', template_name='appearance/menu_main.html'
+    )
+
+
+When calls use a mixture or positional and keyword arguments, the keywords
+arguments can only be found after the positional arguments. Complete use
+of keyword arguments allow the reposition of arguments for semantic
+purposes.
+
+Example:
+
+Before:
+
+.. code-block:: python
+
+    from django.conf.urls import url
+
+    from .views import AboutView, HomeView, RootView
+
+    urlpatterns = [
+        url(r'^$', RootView.as_view(), name='root'),
+        url(r'^home/$', HomeView.as_view(), name='home'),
+        url(r'^about/$', AboutView.as_view(), name='about_view'),
+    ]
+
+
+After:
+
+.. code-block:: python
+
+    from django.conf.urls import url
+
+    from .views import AboutView, HomeView, RootView
+
+    urlpatterns = [
+        url(regex=r'^$', name='root', view=RootView.as_view()),
+        url(regex=r'^home/$', name='home', view=HomeView.as_view()),
+        url(regex=r'^about/$', name='about_view', view=AboutView.as_view()),
+    ]
+
+
+Keyword arguments should also be used for callables that pass those to others
+down the line like Django's ``reverse`` function. Any change to the name of
+the ``pk`` URL parameter will raise an exception in this code alerting to
+any posible incompatible use.
+
+
+Example:
+
+.. code-block:: python
+
+    def get_absolute_url(self):
+        return reverse(
+            viewname='documents:document_preview', kwargs={'pk': self.pk}
+        )
+
+
+This becomes even more important when multiple URL parameters are used. Since
+the API documentation is auto generated from the code itself, it would make
+sense to rename the first URL parameter from ``pk`` to ``document_pk``. Such
+change will cause all address to view resolutions to break forcing their
+update and allowing all consumers' interface usage to remain synchonized to the
+callable's interface.
+
+.. code-block:: python
+
+    url(
+        regex=r'^documents/(?P<pk>[0-9]+)/versions/(?P<document_version_pk>[0-9]+)/pages/(?P<document_page_pk>[0-9]+)/image/$',
+        name='documentpage-image', view=APIDocumentPageImageView.as_view()
+    ),

docs/mercs/0006-lower-information-disclose.rst

@@ -0,0 +1,81 @@
+==================================
+MERC 6: Lower information disclose
+==================================
+
+:MERC: 6
+:Author: Michael Price
+:Status: Accepted
+:Type: Feature
+:Created: 2018-12-30
+:Last-Modified: 2018-12-31
+
+.. contents:: Table of Contents
+   :depth: 3
+   :local:
+
+Abstract
+========
+
+This MERC proposes the use of errors that don't disclose the existance of a
+resource in the event that the requester doesn't have the required credentials.
+
+Motivation
+==========
+
+When an user tries to perform an action like opening a view to a document for
+which the required permission is missing, a permission required or access
+denied error is presented. This is semantically correct, but from the stand
+point of security it is still failing because it is letting the user know
+that such document exists in the first place. This MERC proposes changing the
+error message for existing resource to one that doesn't divulge any information
+to unauthorized parties, like "Not Found".
+
+Specification
+=============
+
+Out of the 4 basic CRUD operations, Read, Update and Delete should return an
+HTTP 404 error instead of an HTTP 403 error. Only the Create operation will
+continue returning the current HTTP 403 error, unless it is creating a
+new resource that is related to an existing resource.
+
+Since most view use the internal custom CRUD classes making a change to the
+``ObjectPermissionCheckMixin`` class to raise an HTTP 404 on object access
+failure will fulfill the proposal of this MERC.
+
+Adding the ``object_permission_raise_404`` class attribute and setting it
+to default to False will allow fulfullin the goal of this MERC while
+keeping the existing functionality intact.
+
+
+Example:
+
+.. code-block:: python
+
+    class ObjectPermissionCheckMixin(object):
+        """
+        If object_permission_raise_404 is True an HTTP 404 error will be raised
+        instead of the normal 403.
+        """
+        object_permission = None
+        object_permission_raise_404 = False
+
+        def get_permission_object(self):
+            return self.get_object()
+
+        def dispatch(self, request, *args, **kwargs):
+            if self.object_permission:
+                try:
+                    AccessControlList.objects.check_access(
+                        permissions=self.object_permission, user=request.user,
+                        obj=self.get_permission_object(),
+                        related=getattr(self, 'object_permission_related', None)
+                    )
+                except PermissionDenied:
+                    if self.object_permission_raise_404:
+                        raise Http404
+                    else:
+                        raise
+
+            return super(
+                ObjectPermissionCheckMixin, self
+            ).dispatch(request, *args, **kwargs)