mirror of
https://github.com/gristlabs/grist-core.git
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46c9603b8f
Add missing `GRIST_WIDGET_LIST_URL` environment variable found in https://support.getgrist.com/self-managed/
353 lines
20 KiB
Markdown
353 lines
20 KiB
Markdown
# Grist
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Grist is a modern relational spreadsheet. It combines the flexibility of a spreadsheet with the
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robustness of a database to organize your data and make you more productive.
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https://user-images.githubusercontent.com/118367/151245587-892e50a6-41f5-4b74-9786-fe3566f6b1fb.mp4
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## Features
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(By popular request: we have a specific write-up of [Grist vs Airtable](https://www.getgrist.com/blog/grist-v-airtable/) that may be helpful).
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Grist is a hybrid database/spreadsheet, meaning that:
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- Columns work like they do in databases. They are named, and hold one kind of data.
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- Columns can be filled by formula, spreadsheet-style, with automatic updates when referenced cells change.
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Here are some specific feature highlights of Grist:
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* Python formulas.
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- Full [Python syntax is supported](https://support.getgrist.com/formulas/#python), and the standard library.
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- Many [Excel functions](https://support.getgrist.com/functions/) also available.
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* A portable, self-contained format.
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- Based on SQLite, the most widely deployed database engine.
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- Any tool that can read SQLite can read numeric and text data from a Grist file.
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- Great format for [backups](https://support.getgrist.com/exports/#backing-up-an-entire-document) that you can be confident you can restore in full.
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- Great format for moving between different hosts.
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* Convenient editing and formatting features.
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- Choices and [choice lists](https://support.getgrist.com/col-types/#choice-list-columns), for adding colorful tags to records without fuss.
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- [References](https://support.getgrist.com/col-refs/#creating-a-new-reference-list-column) and reference lists, for cross-referencing records in other tables.
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- [Attachments](https://support.getgrist.com/col-types/#attachment-columns), to include media or document files in records.
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- Dates and times, toggles, and special numerics such as currency all have specialized editors and formatting options.
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- [Conditional Formatting](https://support.getgrist.com/conditional-formatting/), letting you control the style of cells with formulas, to draw attention to important information.
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* Great for dashboards, visualizations, and data entry.
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- [Charts](https://support.getgrist.com/widget-chart/) for visualization.
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- [Summary tables](https://support.getgrist.com/summary-tables/) for summing and counting across groups.
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- [Widget linking](https://support.getgrist.com/linking-widgets/) streamlines filtering and editing data.
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Grist has a unique approach to visualization, where you can lay out and link distinct widgets to show together,
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without cramming mixed material into a table.
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- The [Filter bar](https://support.getgrist.com/search-sort-filter/#filter-buttons) is great for quick slicing and dicing.
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* [Incremental imports](https://support.getgrist.com/imports/#updating-existing-records).
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- So you can import a CSV of the last three months activity from your bank...
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- ... and import new activity a month later without fuss or duplicates.
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* Integrations.
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- A [REST API](https://support.getgrist.com/api/), [Zapier actions/triggers](https://support.getgrist.com/integrators/#integrations-via-zapier), and support from similar [integrators](https://support.getgrist.com/integrators/).
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- Import/export to Google drive, Excel format, CSV.
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- Can link data with custom widgets hosted externally.
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* [Many templates](https://templates.getgrist.com/) to get you started, from investment research to organizing treasure hunts.
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* Access control options.
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- (You'll need SSO logins set up to make use of these options)
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- Share [individual documents](https://support.getgrist.com/sharing/), or workspaces, or [team sites](https://support.getgrist.com/team-sharing/).
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- Control access to [individual rows, columns, and tables](https://support.getgrist.com/access-rules/).
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- Control access based on cell values and user attributes.
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* Can be self-maintained.
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- Useful for intranet operation and specific compliance requirements.
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* Sandboxing options for untrusted documents.
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- On Linux or with docker, you can enable
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[gVisor](https://github.com/google/gvisor) sandboxing at the individual
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document level.
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- On OSX, you can use native sandboxing.
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If you are curious about where Grist is going heading,
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see [our roadmap](https://github.com/gristlabs/grist-core/projects/1), drop a
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question in [our forum](https://community.getgrist.com),
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or browse [our extensive documentation](https://support.getgrist.com).
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## Using Grist
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There are docker images set up for individual use, or (with some
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configuration) for self-hosting. Grist Labs offers a hosted service
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at [docs.getgrist.com](https://docs.getgrist.com).
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To get Grist running on your computer with [Docker](https://www.docker.com/get-started), do:
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```sh
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docker pull gristlabs/grist
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docker run -p 8484:8484 -it gristlabs/grist
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```
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Then visit `http://localhost:8484` in your browser. You'll be able to create, edit, import,
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and export documents. To preserve your work across docker runs, share a directory as `/persist`:
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```sh
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docker run -p 8484:8484 -v $PWD/persist:/persist -it gristlabs/grist
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```
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Get templates at [templates.getgrist.com](https://templates.getgrist.com) for payroll,
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inventory management, invoicing, D&D encounter tracking, and a lot
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more, or use any document you've created on
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[docs.getgrist.com](https://docs.getgrist.com).
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If you need to change the port Grist runs on, set a `PORT` variable, don't just change the
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port mapping:
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```
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docker run --env PORT=9999 -p 9999:9999 -v $PWD/persist:/persist -it gristlabs/grist
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```
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To enable gVisor sandboxing, set `--env GRIST_SANDBOX_FLAVOR=gvisor`.
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This should work with default docker settings, but may not work in all
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environments.
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You can find a lot more about configuring Grist, setting up authentication,
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and running it on a public server in our
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[Self-Managed Grist](https://support.getgrist.com/self-managed/) handbook.
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## Building from source
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To build Grist from source, follow these steps:
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yarn install
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yarn run build:prod
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yarn run install:python
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yarn start
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# Grist will be available at http://localhost:8484/
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Grist formulas in documents will be run using Python executed directly on your
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machine. You can configure sandboxing using a `GRIST_SANDBOX_FLAVOR`
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environment variable.
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* On OSX, `export GRIST_SANDBOX_FLAVOR=macSandboxExec`
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uses the native `sandbox-exec` command for sandboxing.
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* On Linux with [gVisor's runsc](https://github.com/google/gvisor)
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installed, `export GRIST_SANDBOX_FLAVOR=gvisor` is an option.
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These sandboxing methods have been written for our own use at Grist Labs and
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may need tweaking to work in your own environment - pull requests
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very welcome here!
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## Logins
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Like git, Grist has features to track document revision history. So for full operation,
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Grist expects to know who the user modifying a document is. Until it does, it operates
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in a limited anonymous mode. To get you going, the docker image is configured so that
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when you click on the "sign in" button Grist will attribute your work to `you@example.com`.
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Change this by setting `GRIST_DEFAULT_EMAIL`:
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```
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docker run --env GRIST_DEFAULT_EMAIL=my@email -p 8484:8484 -v $PWD/persist:/persist -it gristlabs/grist
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```
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You can change your name in `Profile Settings` in
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the [User Menu](https://support.getgrist.com/glossary/#user-menu).
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For multi-user operation, or if you wish to access Grist across the
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public internet, you'll want to connect it to your own Single Sign-On service.
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There are a lot of ways to do this, including [SAML and forward authentication](https://support.getgrist.com/self-managed/#how-do-i-set-up-authentication).
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Grist has been tested with [Authentik](https://goauthentik.io/), [Auth0](https://auth0.com/),
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and Google/Microsoft sign-ins via [Dex](https://dexidp.io/).
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## Translations
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We use [Weblate](https://hosted.weblate.org/engage/grist/) to manage translations.
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Thanks to everyone who is pitching in. Thanks especially to the ANCT developers who
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did the hard work of making a good chunk of the application localizable. Merci bien!
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<a href="https://hosted.weblate.org/engage/grist/">
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<img src="https://hosted.weblate.org/widgets/grist/-/open-graph.png" alt="Translation status" width=480 />
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</a>
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## Why free and open source software
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This repository, [grist-core](https://github.com/gristlabs/grist-core), is maintained by Grist
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Labs. Our flagship product available at [getgrist.com](https://www.getgrist.com) is built from the code you see
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here, combined with business-specific software designed to scale it to many users, handle billing,
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etc.
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Grist Labs is an open-core company. We offer Grist hosting as a
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service, with free and paid plans. We also develop and sell
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features related to Grist using a proprietary license, targeted at the
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needs of enterprises with large self-managed installations. We see
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data portability and autonomy as a key value Grist can bring to our
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users, and `grist-core` as an essential means to deliver that. We are
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committed to maintaining and improving the `grist-core` codebase, and
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to be thoughtful about how proprietary offerings impact data portability
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and autonomy.
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By opening its source code and offering an [OSI](https://opensource.org/)-approved free license,
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Grist benefits its users:
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- **Developer community.** The freedom to examine source code, make bug fixes, and develop
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new features is a big deal for a general-purpose spreadsheet-like product, where there is a
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very long tail of features vital to someone somewhere.
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- **Increased trust.** Because anyone can examine the source code, “security by obscurity” is not
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an option. Vulnerabilities in the code can be found by others and reported before they cause
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damage.
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- **Independence.** Grist is available to you regardless of the fortunes of the Grist Labs business,
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since it is open source and can be self-hosted. Using our hosted solution is convenient, but you
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are not locked in.
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- **Price flexibility.** If you are low on funds but have time to invest, self-hosting is a great
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option to have. And DIY users may have the technical savvy and motivation to delve in and make improvements,
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which can benefit all users of Grist.
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- **Extensibility.** For developers, having the source open makes it easier to build extensions (such as the
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experimental [Custom Widget](https://support.getgrist.com/widget-custom/)). You can more easily
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include Grist in your pipeline. And if a feature is missing, you can just take the source code and
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build on top of it.
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## Reviews
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* [Grist on ProductHunt](https://www.producthunt.com/posts/grist-2)
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* [Grist on AppSumo](https://appsumo.com/products/grist/) (life-time deal is sold out)
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* [Capterra](https://www.capterra.com/p/232821/Grist/#reviews), [G2](https://www.g2.com/products/grist/reviews), [TrustRadius](https://www.trustradius.com/products/grist/reviews)
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## Environment variables
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Grist can be configured in many ways. Here are the main environment variables it is sensitive to:
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Variable | Purpose
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-------- | -------
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ALLOWED_WEBHOOK_DOMAINS | comma-separated list of permitted domains to use in webhooks (e.g. webhook.site,zapier.com)
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APP_DOC_URL | doc worker url, set when starting an individual doc worker (other servers will find doc worker urls via redis)
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APP_HOME_URL | url prefix for home api (home and doc servers need this)
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APP_STATIC_URL | url prefix for static resources
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APP_STATIC_INCLUDE_CUSTOM_CSS | set to "true" to include custom.css (from APP_STATIC_URL) in static pages
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APP_UNTRUSTED_URL | URL at which to serve/expect plugin content.
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GRIST_ADAPT_DOMAIN | set to "true" to support multiple base domains (careful, host header should be trustworthy)
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GRIST_ALLOWED_HOSTS | comma-separated list of permitted domains origin for requests (e.g. my.site,another.com)
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GRIST_APP_ROOT | directory containing Grist sandbox and assets (specifically the sandbox and static subdirectories).
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GRIST_BACKUP_DELAY_SECS | wait this long after a doc change before making a backup
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GRIST_DATA_DIR | directory in which to store document caches.
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GRIST_DEFAULT_EMAIL | if set, login as this user if no other credentials presented
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GRIST_DEFAULT_PRODUCT | if set, this controls enabled features and limits of new sites. See names of PRODUCTS in Product.ts.
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GRIST_DEFAULT_LOCALE | Locale to use as fallback when Grist cannot honour the browser locale.
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GRIST_DOMAIN | in hosted Grist, Grist is served from subdomains of this domain. Defaults to "getgrist.com".
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GRIST_EXPERIMENTAL_PLUGINS | enables experimental plugins
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GRIST_HIDE_UI_ELEMENTS | comma-separated list of parts of the UI to hide. Allowed names of parts: `helpCenter,billing,templates,multiSite,multiAccounts`
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GRIST_HOME_INCLUDE_STATIC | if set, home server also serves static resources
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GRIST_HOST | hostname to use when listening on a port.
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GRIST_ID_PREFIX | for subdomains of form o-*, expect or produce o-${GRIST_ID_PREFIX}*.
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GRIST_IGNORE_SESSION | if set, Grist will not use a session for authentication.
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GRIST_INST_DIR | path to Grist instance configuration files, for Grist server.
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GRIST_LIST_PUBLIC_SITES | if set to true, sites shared with the public will be listed for anonymous users. Defaults to false.
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GRIST_MANAGED_WORKERS | if set, Grist can assume that if a url targeted at a doc worker returns a 404, that worker is gone
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GRIST_MAX_UPLOAD_ATTACHMENT_MB | max allowed size for attachments (0 or empty for unlimited).
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GRIST_MAX_UPLOAD_IMPORT_MB | max allowed size for imports (except .grist files) (0 or empty for unlimited).
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GRIST_ORG_IN_PATH | if true, encode org in path rather than domain
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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.
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GRIST_PROXY_AUTH_HEADER | header which will be set by a (reverse) proxy webserver with an authorized users' email. This can be used as an alternative to a SAML service. See also GRIST_FORWARD_AUTH_HEADER.
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GRIST_ROUTER_URL | optional url for an api that allows servers to be (un)registered with a load balancer
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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)
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GRIST_SESSION_COOKIE | if set, overrides the name of Grist's cookie
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GRIST_SESSION_DOMAIN | if set, associates the cookie with the given domain - otherwise defaults to GRIST_DOMAIN
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GRIST_SESSION_SECRET | a key used to encode sessions
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GRIST_FORCE_LOGIN | when set to 'true' disables anonymous access
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GRIST_SINGLE_ORG | set to an org "domain" to pin client to that org
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GRIST_HELP_CENTER | set the help center link ref
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GRIST_SUPPORT_ANON | if set to 'true', show UI for anonymous access (not shown by default)
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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.
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GRIST_THROTTLE_CPU | if set, CPU throttling is enabled
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GRIST_USER_ROOT | an extra path to look for plugins in.
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GRIST_WIDGET_LIST_URL | a url pointing to a widget manifest
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COOKIE_MAX_AGE | session cookie max age, defaults to 90 days; can be set to "none" to make it a session cookie
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HOME_PORT | port number to listen on for REST API server; if set to "share", add API endpoints to regular grist port.
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PORT | port number to listen on for Grist server
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REDIS_URL | optional redis server for browser sessions and db query caching
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Sandbox related variables:
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Variable | Purpose
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-------- | -------
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GRIST_SANDBOX_FLAVOR | can be pynbox, unsandboxed, docker, or macSandboxExec. If set, forces Grist to use the specified kind of sandbox.
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GRIST_SANDBOX | a program or image name to run as the sandbox. See NSandbox.ts for nerdy details.
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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.
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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.
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Forward authentication variables:
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Variable | Purpose
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-------- | -------
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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.
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GRIST_FORWARD_AUTH_LOGIN_PATH | if GRIST_FORWARD_AUTH_HEADER is set, Grist will listen at this path for logins. Defaults to `/auth/login`.
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GRIST_FORWARD_AUTH_LOGOUT_PATH | if GRIST_FORWARD_AUTH_HEADER is set, Grist will forward to this path when user logs out.
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When using forward authentication, you may wish to also set the following variables:
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* GRIST_FORCE_LOGIN=true to disable anonymous access.
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* GRIST_IGNORE_SESSION=true to ignore any user identity information in a cookie.
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Only do this if you use forward authentication on all paths.
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You may not want to use forward authentication on all paths if it makes
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signing in required, and you are trying to permit anonymous access.
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GRIST_FORWARD_AUTH_HEADER is similar to GRIST_PROXY_AUTH_HEADER, but enables
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a login system (assuming you have some forward authentication set up).
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Google Drive integrations:
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Variable | Purpose
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-------- | -------
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GOOGLE_CLIENT_ID | set to the Google Client Id to be used with Google API client
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GOOGLE_CLIENT_SECRET| set to the Google Client Secret to be used with Google API client
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GOOGLE_API_KEY | set to the Google API Key to be used with Google API client (accessing public files)
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GOOGLE_DRIVE_SCOPE | set to the scope requested for Google Drive integration (defaults to drive.file)
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Database variables:
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Variable | Purpose
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-------- | -------
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TYPEORM_DATABASE | database filename for sqlite or database name for other db types
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TYPEORM_HOST | host for db
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TYPEORM_LOGGING | set to 'true' to see all sql queries
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TYPEORM_PASSWORD | password to use
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TYPEORM_PORT | port number for db if not the default for that db type
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TYPEORM_TYPE | set to 'sqlite' or 'postgres'
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TYPEORM_USERNAME | username to connect as
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Testing:
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Variable | Purpose
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-------- | -------
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GRIST_TESTING_SOCKET | a socket used for out-of-channel communication during tests only.
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GRIST_TEST_HTTPS_OFFSET | if set, adds https ports at the specified offset. This is useful in testing.
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GRIST_TEST_SSL_CERT | if set, contains filename of SSL certificate.
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GRIST_TEST_SSL_KEY | if set, contains filename of SSL private key.
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GRIST_TEST_LOGIN | allow fake unauthenticated test logins (suitable for dev environment only).
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GRIST_TEST_ROUTER | if set, then the home server will serve a mock version of router api at /test/router
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GREP_TESTS | pattern for selecting specific tests to run (e.g. `env GREP_TESTS=ActionLog yarn test`).
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## Tests
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Tests are run automatically as part of CI when a PR is opened. However, it can be helpful to run tests locally
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before pushing your changes to GitHub. First, you'll want to make sure you've installed all dependencies:
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```
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yarn install
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yarn install:python
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```
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Then, you can run the main test suite like so:
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```
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yarn test
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```
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Python tests may also be run locally. (Note: currently requires Python 3.9.)
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```
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yarn test:python
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```
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For running specific tests, you can specify a pattern with the `GREP_TESTS` variable:
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```
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env GREP_TESTS=ChoiceList yarn test
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env GREP_TESTS=summary yarn test:python
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```
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## License
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This repository, `grist-core`, is released under the [Apache License, Version
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2.0](http://www.apache.org/licenses/LICENSE-2.0), which is an
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[OSI](https://opensource.org/)-approved free software license.
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See LICENSE.txt and NOTICE.txt for more information.
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If you have received a version of Grist with an `ext` directory,
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the material within it is separately licensed.
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