28 KiB
Grist
Grist is a modern relational spreadsheet. It combines the flexibility of a spreadsheet with the robustness of a database to organize your data and make you more productive.
This repository, grist-core, is the heart of Grist, and has what you need to run a powerful spreadsheet hosting server. If you wish to view and edit spreadsheets stored locally, another option is to use the grist-electron desktop app for Linux, Mac, and Windows. And to show Grist spreadsheets on a website without any special back-end support, you can use grist-static, a fully in-browser build of Grist.
The grist-core repository is the basis for all these options, and for the hosted spreadsheet services offered by Grist Labs, an NYC-based company 🇺🇸 that is the main developer of Grist, and by ANCT Données et Territoires, a French government agency 🇫🇷 whose developers have made many contributions to the codebase.
The grist-core, grist-electron, and grist-static repositories are all open source (Apache License, Version 2.0).
https://user-images.githubusercontent.com/118367/151245587-892e50a6-41f5-4b74-9786-fe3566f6b1fb.mp4
Features
Grist is a hybrid database/spreadsheet, meaning that:
- Columns work like they do in databases: they are named, and they hold one kind of data.
- Columns can be filled by formula, spreadsheet-style, with automatic updates when referenced cells change.
This difference can confuse people coming directly from Excel or Google Sheets. Give it a chance! If you are coming from Airtable, you'll find the model familiar though (and there's a Grist vs Airtable article that might interest you).
Here are some specific feature highlights of Grist:
- Python formulas.
- Full Python syntax is supported, including the standard library.
- Many Excel functions also available.
- An AI Assistant specifically tuned for formula generation (using OpenAI gpt-3.5-turbo or Llama via llama-cpp-python).
- A portable, self-contained format.
- Based on SQLite, the most widely deployed database engine.
- Any tool that can read SQLite can read numeric and text data from a Grist file.
- Enables backups that you can confidently restore in full.
- Great for moving between different hosts.
- Can be displayed on a static website with
grist-static– no special server needed. - A self-contained desktop app for viewing and editing locally:
grist-electron. - Convenient editing and formatting features.
- Choices and choice lists, for adding colorful tags to records.
- References and reference lists, for cross-referencing records in other tables.
- Attachments, to include media or document files in records.
- Dates and times, toggles, and special numerics such as currency all have specialized editors and formatting options.
- Conditional Formatting, letting you control the style of cells with formulas to draw attention to important information.
- Drag-and-drop dashboards.
- Charts for visualization.
- Summary tables for summing and counting across groups.
- Widget linking streamlines filtering and editing data. Grist has a unique approach to visualization, where you can lay out and link distinct widgets to show together, without cramming mixed material into a table.
- Filter bar for quick slicing and dicing.
- Incremental imports.
- Import a CSV of the last three months activity from your bank...
- ...and import new activity a month later without fuss or duplication.
- Integrations.
- A REST API, Zapier actions/triggers, and support from similar integrators.
- Import/export to Google drive, Excel format, CSV.
- Link data with custom widgets, hosted externally.
- Configurable outgoing webhooks.
- Many templates to get you started, from investment research to organizing treasure hunts.
- Access control options.
- (You'll need SSO logins set up to make use of these options;
grist-omnibushas a prepackaged solution if configuring this feels daunting) - Share individual documents, workspaces, or team sites.
- Control access to individual rows, columns, and tables.
- Control access based on cell values and user attributes.
- (You'll need SSO logins set up to make use of these options;
- Self-maintainable.
- Useful for intranet operation and specific compliance requirements.
- Sandboxing options for untrusted documents.
- On Linux or with Docker, you can enable gVisor sandboxing at the individual document level.
- On macOS, you can use native sandboxing.
- On any OS, including Windows, you can use a wasm-based sandbox.
- Translated to many languages.
F1key brings up some quick help. This used to go without saying, but in general Grist has good keyboard support.- We post progress on 𝕏 or Twitter or whatever and publish monthly newsletters.
If you are curious about where Grist is heading, see our roadmap, drop a question in our forum, or browse our extensive documentation.
Using Grist
If you just want a quick demo of Grist:
- You can try Grist out at the hosted service run by Grist Labs at docs.getgrist.com (no registration needed).
- Or you can see a fully in-browser build of Grist at gristlabs.github.io/grist-static.
- Or you can download Grist as a desktop app from github.com/gristlabs/grist-electron.
To get grist-core running on your computer with Docker, do:
docker pull gristlabs/grist
docker run -p 8484:8484 -it gristlabs/grist
Then visit http://localhost:8484 in your browser. You'll be able to create, edit, import,
and export documents. To preserve your work across docker runs, share a directory as /persist:
docker run -p 8484:8484 -v $PWD/persist:/persist -it gristlabs/grist
Get templates at templates.getgrist.com for payroll, inventory management, invoicing, D&D encounter tracking, and a lot more, or use any document you've created on docs.getgrist.com.
If you need to change the port Grist runs on, set a PORT variable, don't just change the
port mapping:
docker run --env PORT=9999 -p 9999:9999 -v $PWD/persist:/persist -it gristlabs/grist
To enable gVisor sandboxing, set --env GRIST_SANDBOX_FLAVOR=gvisor.
This should work with default docker settings, but may not work in all
environments.
You can find a lot more about configuring Grist, setting up authentication, and running it on a public server in our Self-Managed Grist handbook.
Building from source
To build Grist from source, follow these steps:
yarn install
yarn run build:prod
yarn run install:python
yarn start
# Grist will be available at http://localhost:8484/
Grist formulas in documents will be run using Python executed directly on your
machine. You can configure sandboxing using a GRIST_SANDBOX_FLAVOR
environment variable.
- On macOS,
export GRIST_SANDBOX_FLAVOR=macSandboxExecuses the nativesandbox-execcommand for sandboxing. - On Linux with gVisor's runsc
installed,
export GRIST_SANDBOX_FLAVOR=gvisoris an option. - On any OS including Windows,
export GRIST_SANDBOX_FLAVOR=pyodideis available.
These sandboxing methods have been written for our own use at Grist Labs and may need tweaking to work in your own environment - pull requests very welcome here!
Logins
Like git, Grist has features to track document revision history. So for full operation,
Grist expects to know who the user modifying a document is. Until it does, it operates
in a limited anonymous mode. To get you going, the docker image is configured so that
when you click on the "sign in" button Grist will attribute your work to you@example.com.
Change this by setting GRIST_DEFAULT_EMAIL:
docker run --env GRIST_DEFAULT_EMAIL=my@email -p 8484:8484 -v $PWD/persist:/persist -it gristlabs/grist
You can change your name in Profile Settings in
the User Menu.
For multi-user operation, or if you wish to access Grist across the public internet, you'll want to connect it to your own Single Sign-On service. There are a lot of ways to do this, including SAML and forward authentication. Grist has been tested with Authentik, Auth0, and Google/Microsoft sign-ins via Dex.
Translations
We use Weblate to manage translations. Thanks to everyone who is pitching in. Thanks especially to the ANCT developers who did the hard work of making a good chunk of the application localizable. Merci bien!
Why free and open source software
This repository, grist-core, is maintained by Grist Labs. Our flagship product available at getgrist.com is built from the code you see here, combined with business-specific software designed to scale to many users, handle billing, etc.
Grist Labs is an open-core company. We offer Grist hosting as a service, with free and paid plans. We also develop and sell features related to Grist using a proprietary license, targeted at the needs of enterprises with large self-managed installations.
We see data portability and autonomy as a key value, and grist-core is an essential part of that. We are committed to maintaining and improving the grist-core codebase, and to be thoughtful about how proprietary offerings impact data portability and autonomy.
By opening its source code and offering an OSI-approved free license, Grist benefits its users:
- Developer community. The freedom to examine source code, make bug fixes, and develop new features is a big deal for a general-purpose spreadsheet-like product, where there is a very long tail of features vital to someone somewhere.
- Increased trust. Because anyone can examine the source code, “security by obscurity” is not an option. Vulnerabilities in the code can be found by others and reported before they cause damage.
- Independence. Grist is available to you regardless of the fortunes of the Grist Labs business, since it is open source and can be self-hosted. Using our hosted solution is convenient, but you are not locked in.
- Price flexibility. If you are low on funds but have time to invest, self-hosting is a great option to have. And DIY users may have the technical savvy and motivation to delve in and make improvements, which can benefit all users of Grist.
- Extensibility. For developers, having the source open makes it easier to build extensions (such as Custom Widgets). You can more easily include Grist in your pipeline. And if a feature is missing, you can just take the source code and build on top of it.
For more on Grist Labs' history and principles, see our About Us page.
Sponsors
Reviews
- Grist on ProductHunt
- Grist on AppSumo (life-time deal is sold out)
- Capterra, G2, TrustRadius
Environment variables
Grist can be configured in many ways. Here are the main environment variables it is sensitive to:
| Variable | Purpose |
|---|---|
| ALLOWED_WEBHOOK_DOMAINS | comma-separated list of permitted domains to use in webhooks (e.g. webhook.site,zapier.com). You can set this to * to allow all domains, but if doing so, we recommend using a carefully locked-down proxy (see GRIST_HTTPS_PROXY) if you do not entirely trust users. Otherwise services on your internal network may become vulnerable to manipulation. |
| APP_DOC_URL | doc worker url, set when starting an individual doc worker (other servers will find doc worker urls via redis) |
| APP_DOC_INTERNAL_URL | like APP_DOC_URL but used by the home server to reach the server using an internal domain name resolution (like in a docker environment). Defaults to APP_DOC_URL |
| APP_HOME_URL | url prefix for home api (home and doc servers need this) |
| APP_STATIC_URL | url prefix for static resources |
| APP_STATIC_INCLUDE_CUSTOM_CSS | set to "true" to include custom.css (from APP_STATIC_URL) in static pages |
| APP_UNTRUSTED_URL | URL at which to serve/expect plugin content. |
| GRIST_ADAPT_DOMAIN | set to "true" to support multiple base domains (careful, host header should be trustworthy) |
| GRIST_ALLOWED_HOSTS | comma-separated list of permitted domains origin for requests (e.g. my.site,another.com) |
| GRIST_APP_ROOT | directory containing Grist sandbox and assets (specifically the sandbox and static subdirectories). |
| GRIST_BACKUP_DELAY_SECS | wait this long after a doc change before making a backup |
| GRIST_DATA_DIR | directory in which to store document caches. |
| GRIST_DEFAULT_EMAIL | if set, login as this user if no other credentials presented |
| GRIST_DEFAULT_PRODUCT | if set, this controls enabled features and limits of new sites. See names of PRODUCTS in Product.ts. |
| GRIST_DEFAULT_LOCALE | Locale to use as fallback when Grist cannot honour the browser locale. |
| GRIST_DOMAIN | in hosted Grist, Grist is served from subdomains of this domain. Defaults to "getgrist.com". |
| GRIST_EXPERIMENTAL_PLUGINS | enables experimental plugins |
| GRIST_ENABLE_REQUEST_FUNCTION | enables the REQUEST function. This function performs HTTP requests in a similar way to requests.request. This function presents a significant security risk, since it can let users call internal endpoints when Grist is available publicly. This function can also cause performance issues. Unset by default. |
| GRIST_HIDE_UI_ELEMENTS | comma-separated list of UI features to disable. Allowed names of parts: helpCenter,billing,templates,multiSite,multiAccounts,sendToDrive,tutorials. If a part also exists in GRIST_UI_FEATURES, it will still be disabled. |
| GRIST_HOME_INCLUDE_STATIC | if set, home server also serves static resources |
| GRIST_HOST | hostname to use when listening on a port. |
| GRIST_HTTPS_PROXY | if set, use this proxy for webhook payload delivery. |
| GRIST_ID_PREFIX | for subdomains of form o-, expect or produce o-${GRIST_ID_PREFIX}. |
| GRIST_IGNORE_SESSION | if set, Grist will not use a session for authentication. |
| GRIST_INST_DIR | path to Grist instance configuration files, for Grist server. |
| GRIST_LIST_PUBLIC_SITES | if set to true, sites shared with the public will be listed for anonymous users. Defaults to false. |
| GRIST_MANAGED_WORKERS | if set, Grist can assume that if a url targeted at a doc worker returns a 404, that worker is gone |
| GRIST_MAX_UPLOAD_ATTACHMENT_MB | max allowed size for attachments (0 or empty for unlimited). |
| GRIST_MAX_UPLOAD_IMPORT_MB | max allowed size for imports (except .grist files) (0 or empty for unlimited). |
| GRIST_OFFER_ALL_LANGUAGES | if set, all translated langauages are offered to the user (by default, only languages with a special 'good enough' key set are offered to user). |
| GRIST_ORG_IN_PATH | if true, encode org in path rather than domain |
| GRIST_PAGE_TITLE_SUFFIX | a string to append to the end of the <title> in HTML documents. Defaults to " - Grist". Set to _blank for no suffix at all. |
| ~GRIST_PROXY_AUTH_HEADER~ | Deprecated, and interpreted as a synonym for GRIST_FORWARD_AUTH_HEADER. |
| GRIST_ROUTER_URL | optional url for an api that allows servers to be (un)registered with a load balancer |
| GRIST_SERVE_SAME_ORIGIN | set to "true" to access home server and doc workers on the same protocol-host-port as the top-level page, same as for custom domains (careful, host header should be trustworthy) |
| GRIST_SERVERS | the types of server to setup. Comma separated values which may contain "home", "docs", static" and/or "app". Defaults to "home,docs,static". |
| GRIST_SESSION_COOKIE | if set, overrides the name of Grist's cookie |
| GRIST_SESSION_DOMAIN | if set, associates the cookie with the given domain - otherwise defaults to GRIST_DOMAIN |
| GRIST_SESSION_SECRET | a key used to encode sessions |
| GRIST_ANON_PLAYGROUND | When set to 'false' deny anonymous users access to the home page |
| GRIST_FORCE_LOGIN | Much like GRIST_ANON_PLAYGROUND but don't support anonymous access at all (features like sharing docs publicly requires authentication) |
| GRIST_SINGLE_ORG | set to an org "domain" to pin client to that org |
| GRIST_TEMPLATE_ORG | set to an org "domain" to show public docs from that org |
| GRIST_HELP_CENTER | set the help center link ref |
| GRIST_SUPPORT_ANON | if set to 'true', show UI for anonymous access (not shown by default) |
| GRIST_SUPPORT_EMAIL | if set, give a user with the specified email support powers. The main extra power is the ability to share sites, workspaces, and docs with all users in a listed way. |
| GRIST_TELEMETRY_LEVEL | the telemetry level. Can be set to: off (default), limited, or full. |
| GRIST_THROTTLE_CPU | if set, CPU throttling is enabled |
| GRIST_TRUST_PLUGINS | if set, plugins are expect to be served from the same host as the rest of the Grist app, rather than from a distinct host. Ordinarily, plugins are served from a distinct host so that the cookies used by the Grist app are not automatically available to them. Enable this only if you understand the security implications. |
| GRIST_USER_ROOT | an extra path to look for plugins in - Grist will scan for plugins in $GRIST_USER_ROOT/plugins. |
| GRIST_UI_FEATURES | comma-separated list of UI features to enable. Allowed names of parts: helpCenter,billing,templates,multiSite,multiAccounts,sendToDrive,tutorials. If a part also exists in GRIST_HIDE_UI_ELEMENTS, it won't be enabled. |
| GRIST_UNTRUSTED_PORT | if set, plugins will be served from the given port. This is an alternative to setting APP_UNTRUSTED_URL. |
| GRIST_WIDGET_LIST_URL | a url pointing to a widget manifest, by default https://github.com/gristlabs/grist-widget/releases/download/latest/manifest.json is used |
| COOKIE_MAX_AGE | session cookie max age, defaults to 90 days; can be set to "none" to make it a session cookie |
| HOME_PORT | port number to listen on for REST API server; if set to "share", add API endpoints to regular grist port. |
| PORT | port number to listen on for Grist server |
| REDIS_URL | optional redis server for browser sessions and db query caching |
| GRIST_SNAPSHOT_TIME_CAP | optional. Define the caps for tracking buckets. Usage: {"hour": 25, "day": 32, "isoWeek": 12, "month": 96, "year": 1000} |
| GRIST_SNAPSHOT_KEEP | optional. Number of recent snapshots to retain unconditionally for a document, regardless of when they were made |
| GRIST_PROMCLIENT_PORT | optional. If set, serve the Prometheus metrics on the specified port number. ⚠️ Be sure to use a port which is not publicly exposed ⚠️. |
AI Formula Assistant related variables (all optional):
| Variable | Purpose |
|---|---|
| ASSISTANT_API_KEY | optional. An API key to pass when making requests to an external AI conversational endpoint. |
| ASSISTANT_CHAT_COMPLETION_ENDPOINT | optional. A chat-completion style endpoint to call. Not needed if OpenAI is being used. |
| ASSISTANT_MODEL | optional. If set, this string is passed along in calls to the AI conversational endpoint. |
| ASSISTANT_LONGER_CONTEXT_MODEL | optional. If set, requests that fail because of a context length limitation will be retried with this model set. |
| OPENAI_API_KEY | optional. Synonym for ASSISTANT_API_KEY that assumes an OpenAI endpoint is being used. Sign up for an account on OpenAI and then generate a secret key here. |
At the time of writing, the AI Assistant is known to function against OpenAI chat completion endpoints for gpt-3.5-turbo and gpt-4. It can also function against the chat completion endpoint provided by llama-cpp-python.
Sandbox related variables:
| Variable | Purpose |
|---|---|
| GRIST_SANDBOX_FLAVOR | can be pynbox, unsandboxed, docker, or macSandboxExec. If set, forces Grist to use the specified kind of sandbox. |
| GRIST_SANDBOX | a program or image name to run as the sandbox. See NSandbox.ts for nerdy details. |
| PYTHON_VERSION | can be 2 or 3. If set, documents without an engine setting are assumed to use the specified version of python. Not all sandboxes support all versions. |
| PYTHON_VERSION_ON_CREATION | can be 2 or 3. If set, newly created documents have an engine setting set to python2 or python3. Not all sandboxes support all versions. |
Forward authentication variables:
| Variable | Purpose |
|---|---|
| GRIST_FORWARD_AUTH_HEADER | if set, trust the specified header (e.g. "x-forwarded-user") to contain authorized user emails, and enable "forward auth" logins. |
| GRIST_FORWARD_AUTH_LOGIN_PATH | if GRIST_FORWARD_AUTH_HEADER is set, Grist will listen at this path for logins. Defaults to /auth/login. |
| GRIST_FORWARD_AUTH_LOGOUT_PATH | if GRIST_FORWARD_AUTH_HEADER is set, Grist will forward to this path when user logs out. |
Forward authentication supports two modes, distinguished by GRIST_IGNORE_SESSION:
-
With sessions, and forward-auth on login endpoints.
For example, using traefik reverse proxy with traefik-forward-auth middleware:
GRIST_IGNORE_SESSION: do NOT set, or set to a falsy value.- Make sure your reverse proxy applies the forward auth middleware to
GRIST_FORWARD_AUTH_LOGIN_PATHandGRIST_FORWARD_AUTH_LOGOUT_PATH. - If you want to allow anonymous access in some cases, make sure all other paths are free of
the forward auth middleware. Grist will trigger it as needed by redirecting to
GRIST_FORWARD_AUTH_LOGIN_PATH. Once the user is logged in, Grist will use sessions to identify the user until logout.
-
With no sessions, and forward-auth on all endpoints.
For example, using HTTP Basic Auth and server configuration that sets the header (specified in
GRIST_FORWARD_AUTH_HEADER) to the logged-in user.
GRIST_IGNORE_SESSION: set totrue. Grist sessions will not be used.- Make sure your reverse proxy sets the header you specified for all requests that may need login information. It is imperative that this header cannot be spoofed by the user, since Grist will trust whatever is in it.
When using forward authentication, you may wish to also set the following variables:
GRIST_FORCE_LOGIN=trueto disable anonymous access.
Plugins:
Grist has a plugin system, used internally. One useful thing you can
do with it is include custom widgets in a build of Grist. Custom widgets
are usually made available just by setting GRIST_WIDGET_LIST_URL,
but that has the downside of being an external dependency, which can
be awkward for offline use or for archiving. Plugins offer an alternative.
To "bundle" custom widgets as a plugin:
- Add a subdirectory of
plugins, e.g.plugins/my-widgets. Alternatively, you can set theGRIST_USER_ROOTenvironment variable to any path you want, and then createplugins/my-widgetswithin that. - Add a
manifest.ymlfile in that subdirectory that looks like this:
name: My Widgets
components:
widgets: widgets.json
- The
widgets.jsonfile should be in the format produced by the grist-widget repository, and should be placed in the same directory asmanifest.yml. Any material inplugins/my-widgetswill be served by Grist, and relative URLs can be used inwidgets.json. - Once all files are in place, restart Grist. Your widgets should
now be available in the custom widgets dropdown, along with
any others from
GRIST_WIDGET_LIST_URL. - If you like, you can add multiple plugin subdirectories, with multiple sets of widgets, and they'll all be made available.
Google Drive integrations:
| Variable | Purpose |
|---|---|
| GOOGLE_CLIENT_ID | set to the Google Client Id to be used with Google API client |
| GOOGLE_CLIENT_SECRET | set to the Google Client Secret to be used with Google API client |
| GOOGLE_API_KEY | set to the Google API Key to be used with Google API client (accessing public files) |
| GOOGLE_DRIVE_SCOPE | set to the scope requested for Google Drive integration (defaults to drive.file) |
Database variables:
| Variable | Purpose |
|---|---|
| TYPEORM_DATABASE | database filename for sqlite or database name for other db types |
| TYPEORM_HOST | host for db |
| TYPEORM_LOGGING | set to 'true' to see all sql queries |
| TYPEORM_PASSWORD | password to use |
| TYPEORM_PORT | port number for db if not the default for that db type |
| TYPEORM_TYPE | set to 'sqlite' or 'postgres' |
| TYPEORM_USERNAME | username to connect as |
| TYPEORM_EXTRA | any other properties to pass to TypeORM in JSON format |
Testing:
| Variable | Purpose |
|---|---|
| GRIST_TESTING_SOCKET | a socket used for out-of-channel communication during tests only. |
| GRIST_TEST_HTTPS_OFFSET | if set, adds https ports at the specified offset. This is useful in testing. |
| GRIST_TEST_SSL_CERT | if set, contains filename of SSL certificate. |
| GRIST_TEST_SSL_KEY | if set, contains filename of SSL private key. |
| GRIST_TEST_LOGIN | allow fake unauthenticated test logins (suitable for dev environment only). |
| GRIST_TEST_ROUTER | if set, then the home server will serve a mock version of router api at /test/router |
| GREP_TESTS | pattern for selecting specific tests to run (e.g. env GREP_TESTS=ActionLog yarn test). |
Tests
Tests are run automatically as part of CI when a PR is opened. However, it can be helpful to run tests locally before pushing your changes to GitHub. First, you'll want to make sure you've installed all dependencies:
yarn install
yarn install:python
Then, you can run the main test suite like so:
yarn test
Python tests may also be run locally. (Note: currently requires Python 3.9 - 3.11.)
yarn test:python
For running specific tests, you can specify a pattern with the GREP_TESTS variable:
env GREP_TESTS=ChoiceList yarn test
env GREP_TESTS=summary yarn test:python
License
This repository, grist-core, is released under the Apache License, Version
2.0, which is an
OSI-approved free software license.
See LICENSE.txt and NOTICE.txt for more information.