The Open Sourcerer

Crowdfunding and VAT

The trendy way to get your investment capital these days is to put together a slick video and shove your concept on Indiegogo or Kickstarter. You offer some gifts/rewards for different pledge levels and set an overall funding target and then sit back as everyone talks about it and does your advertising for you for free. Awesome stuff. It has been used for different types of project, often for bringing a bit of hardware from a prototype into production, and the pledge often includes one of the products – but there is an element of risk to it, some are delayed like the Parallela (which we funded, still waiting for our two boards) and some like The Doom That Came To Atlantic City and Clang appear to take a lot of money and deliver nothing. Some don’t meet the funding target, the most spectacular example of this was the Ubuntu Edge which managed to break the records for the most money pledged and the biggest shortfall at the same time, which is quite a clever trick. I was contemplating backing the Edge, but I certainly didn’t want to put it on my personal credit card, I wanted to put it through as a company expense – it would have been an interesting toy for us to play with. Libertus is a VAT registered company, this means we charge VAT on things we sell to our customers, and we reclaim VAT on stuff we purchase from suppliers – it is a “Value Added” tax not a sales tax. We pay tax on the value we add to the goods in the supply chain. This makes a lot of sense in a products business where you buy raw materials, do some process to them, and sell finished goods, but it also works just fine when we sell services and buy assorted bits and pieces that are not strictly raw materials. The upshot of this is that as a VAT registered business, when we buy pretty much anything, we can reclaim the 20% VAT that our supplier added in the price. So, back to crowdfunding, I asked Canonical if I would get a VAT receipt for the £430 or so that it would cost me for the phone, so I could reclaim the £71.66 VAT (or offset it against my VAT on sales, you don’t actually get money back from HMRC unless something is going very wrong in your business). The answer was no, they don’t issue VAT receipts, which kind of makes sense, sort of. It isn’t a product purchase, it isn’t an investment (there are lots of rules about what an “investment” is, and this isn’t one) it is basically an at-risk donation. So I can’t reclaim VAT on it. On the other side, is it a sale? Does the supplier have to remit VAT to their tax authority on the sale. Well, probably. You can’t just wriggle out of VAT by trading exclusively on a crowdfunding basis. Tax fiddles don’t work, they can look at the substance of what is happening even if the details are a bit dubious. If it walks like a sale, and it quacks like a sale then the tax authorities will want their slice of the party.

The other twist to this is that the major crowdfunding platforms are based outside Europe, Kickstarter is in New York,  Indiegogo in San Francisco. The USA has state level sales taxes, and no VAT. The platforms are a party to the sale, you pay your money into their account, it is held in escrow for a bit, then released to the project with a percentage fee deduction. How does this affect the sale, am I purchasing the gift from the USA? Is there import duty now? Does this exempt it from VAT in some way or not?

This week our friends at OpenERP have launched their own crowdfunding campaign for a retail Point of Sale solution, based on our favourite little computer – the Raspberry Pi, and some other bits of hardware.

This is a cool project, I have been wanting to put together all these bits for some time, I bought a receipt printer and barcode scanner for development/demo purposes, but I don’t have a cash register and I have not had time to write the ESC/POS driver for the printer. This project will do the driver for the receipts properly and it assembles a set of reference hardware that can be reliably supported by OpenERP, which means we can help open up the retail sector to Free Software from the point of sale through to manufacturing, logistics, accounting and everything else. In short, this is great, I want it and it is a totally legitimate business expense for us – but I would really like to know how we account for the VAT element. Normally for a purchase from Belgium we would do reverse charge VAT, we notionally add 20% to it, then reclaim that back again, so there isn’t much net impact, but I have no idea if I need to do that on a crowdfunding pledge. Do comment if you have any thoughts on the matter!

Announcing ExceptionalEmails.com

If you are a sysadmin or developer or similar you probably get a bunch of emails from systems telling you they are doing just fine. You probably have mail rules to shove these off into some folder you never look at so you can get on with life. If one should happen to not turn up, that would be kind of interesting, but there is no email rule you can make to alert you about an email that didn’t happen. Over the last couple of weeks I have been building a system to fix that http://exceptionalemails.com. You basically shove all the emails you get at a set of special email addresses, one for each type of regular email, and set up rules saying what you expect to happen. You then get on with your life, and if an email fails to happen, or perhaps contains the wrong words (fail/error/out of disk space/etc.) then and only then we will send you an email – you only need to see the exceptions.

This is the form to set up the rules for an alert, so in this example I would set my fileserver backup schedule to email alanbell1+fileserver@exceptionalemails.com when it is done (or leave it emailing me, and set up a rule to put the mail in a folder of my email and forward the mail to alanbell1+fileserver@exceptionalemails.com)

 

This was my first project using MongoDB as a back end and I have been really impressed by it, I have a background in NoSQL and it all made sense to me in terms of performance expectations and optimisations. I load tested it with a million emails and it was still really fast. It is running on Ubuntu server, with a user interface is written in PHP. The back end jobs that receive emails and check for alerts going overdue are written in Python.

I would be really interested in any feedback on the site, I have some plans for improving the analysis of past emails with sparklines so you can see when failures happened, and maybe fluctuations of arrival times of emails. Any other suggestions would be welcome. There is an outside chance that I might write a JuJu charm for it – and probably do a bit of a refactoring of the code to make deployment easier. One of the reasons for choosing MongoDB at the back end and a separate process to receive the emails was to allow it to scale horizontally across a bunch of servers. Based on my load testing I couldn’t hammer it hard enough to slow things down noticeably so I am not sure my grand clustering plans are going to be required.

The code is on Github, under AGPL3 and I am tracking issues there.

Bier vandeStreek

A few days ago here at Libertus Towers we received a lovely gift from a friend in the Netherlands: Free Beer!

vandeStreek Beer is from

Two enhusiastic brothers from Utrecht, the Netherlands who enjoy tasteful craft beers. After several years brewing on a micro scale, we are now sharing our beers with the world.

Thankfully our friend, a brother of the two brewers above, knew our love of all things beer, and thought it would be a good idea to let us sample his siblings’ art…

There are two brews called BROEDERS and DARK ROAST.

After leaving them for a good session in my fridge I thought I’d start by cracking open a Broeders…

I’m a big fan of very hoppy beers with a good bitter finish (think really good IPA) and this Broeders is right up there for me. The first taste thought I had on the palette was “nutty”, very nutty, then the hops kicked in followed by a gentle breeze of burnt caramel. The beer was lovely and dry, clean tasting, surprisingly refreshing for a beer of this strength, and the head, whilst not deep, kept it’s consistency right to the bottom of the glass.

Broeders a strong beer by UK standards at 6.3% ABV so probably not one you’d want to do a long session on, but the high alcohol content didn’t destroy the flavours unlike some high-strength beers tend to do.

Whilst I was drinking Broeders I did think that the finish (the length of time the flavour lingers afterwards) might be rather short but how wrong I was! When I tottered off to bed, probably a good hour or so after I’d finished the glass, that hoppy, nutty complex of flavours was still there; it seemed a shame to have to clean my teeth!

To conclude then, I really liked this beer. So if you fancy trying something different I’d recommend vandeStreek Broeders any day.

Next week I’ll give you my take on the Dark Roast. To be honest I’m not expecting to like it so much. I’ve never really liked dark beers, many seem to me to be too sweet and a bit “thick” & sickly. But hey ho – I’m not going to not drink it; that would just be rude wouldn’t it… 😉

GeoTools: Geolocation services for vtiger CRM

As many of you know already, our company Libertus Solutions does quite a lot of work with the open source CRM called vtiger. It’s a very competent and accomplished product made even more so by its well thought out extension capabilities.

In this post I’m really pleased to announce our first open source vtlib module for vtiger called GeoTools.

It was derived from another project on the vtiger forge called Maps, which we have taken and extended in true open source style. Standing on the shoulders of giants, and all that…

GeoTools introduces Geolocation features to vtiger in a standard vtlib module package. It adds the ability to perform distance-based searches on your data.

GeoTools uses the Google Maps API to gather positional data, that’s latitude and longitude coordinates, for the entity records that have been configured in the GeoTools Settings area. Once we have acquired this positional data we can then perform location-based calculations to display the results on an embedded Google Map, and as a list view of entity records.

Anyway enough of the words already! Here’s a video:

As soon as the forge site is up I’ll update this and provide links to the code.

Update: Here we are: This will be a moving target for some time yet – it’s still rather “beta” grade code…

Finding VirtualBox IP addresses

I have been running some server instances in VirtualBox recently and as I move between networks it is a pain to have to log in and get the IP address from ipconfig before being able to access the test web sites I have running in them. I also prefer to SSH to them rather than use the VirtualBox instance (it gives better character screen size, although I could reconfigure things; I also tab my terminals).

Anyway, in order to make things easier I put together two scripts, one that handles getting the IP address of the Virtualbox instance, and the other that handles connecting via SSH just by telling it the instance name. In order to do this you need to install the VirtualBox Guest Additions. This package is generally used in connection with video drivers for GUI based guests, but it also has some extensions that present extra information about the guest to the host machine.

Installing on Ubuntu is quite easy. My setup is using Ubuntu 12.10 on the desktop (host) and Ubuntu 12.04 LTS on the server (guest). To start with there is a package with the Guest Additions ISO in, so start by installing it with:

sudo aptitude install virtualbox-guest-additions-iso

Next you need to mount the ISO in the guest OS. To do this choose the Install Guest Additions option from the Devices menu. Since this is a CLI server OS it won’t automatically mount the ISO, so you will have to do this manually with:

sudo mount /dev/cdrom /media/cdrom

Once you have done this you need to install dkms and then run the install script with:

sudo aptitude install dkms
sudo /media/cdrom/VBoxLinuxAdditions.run

It will complain about not having found X to install the graphics drivers, but this isn’t a problem.

Once you have done this you can use the command:

VBoxManage guestproperty enumerate

where <vname> is the name of your guest. This will list out all of the available information that can now be accessed.

Using this command in a little bit of bash I created the two scripts. Firstly to get the IP address of a named guest:

#! /bin/bash
VIP=`VBoxManage guestproperty get $1 "/VirtualBox/GuestInfo/Net/0/V4/IP" | awk '{print $2}'`
echo $VIP

Secondly, to SSH to a named guest:

#! /bin/bash
VIP=`VBoxManage guestproperty get $1 "/VirtualBox/GuestInfo/Net/0/V4/IP" | awk '{print $2}'`
ssh-keygen -f "/home/paul/.ssh/known_hosts" -R $VIP
ssh $VIP

This second one is a little more involved because it first deletes the entry from the known_host file (remember to change the location). I’ve done this to stop an error coming up if the IP address has already been used, which isn’t uncommon with DHCP leases (you often get the same one, but not always!). You will have to confirm the authenticity of the host each time you connect, but since this is scripted and the IP has been automatically obtained locally to the machine this shouldn’t present a security risk.

Each of these scripts takes the guest name as a parameter, eg:

vbip Alfresco

or

vssh Alfresco

Lastly, to make these new scripts easy to use I created a .bash_aliases file in my home directory with the following:

## custom aliases
alias vssh='~/scripts/vssh'
alias vbip='~/scripts/vbip'

You will need to adjust for whever you have put these scripts, I tend to have a scripts directory in my home directory for this purpose.

How to install OpenERP 7.0 on Ubuntu 12.04 LTS

Introduction

Welcome to the latest of our very popular OpenERP installation “How Tos”.

The new release of OpenERP 7.0 is a major upgrade and a new Long Term Support release; the 7.0 Release Notes extend to over 90 pages! The most noticeable change is a complete re-write of the User Interface that features a much more modern look and feel.

OpenERP 7.0 is not only better looking and easier to use, it also brings many improvements to the existing feature-set and adds a number of brand new features which extend the scope of the business needs covered by OpenERP. Integration of social network capabilities, integration with Google Docs and LinkedIn, new Contract Management, new Event Management, new Point of Sale, new Address Book, new Fleet Management,… are only some of the many enhancements in OpenERP 7.0.

The How To

Following that introduction, I bet you can’t wait to get your hands dirty…

Just one thing before we start: You can simply download a “.deb” package of OpenERP and install that on Ubuntu. Unfortunately that approach doesn’t provide us (Libertus Solutions) with enough fine-grained control over where things get installed, and it restricts our flexibility to modify & customise, hence I prefer to do it a slightly more manual way (this install process below should only take about 10-15 minutes once the host machine has been built).

So without further ado here we go:

Step 1. Build your server

I install just the bare minimum from the install routine (you may want to install the openssh-server during the install procedure or install subsequently depending on your needs).

After the server has restarted for the first time I install the openssh-server package (so we can connect to it remotely) and denyhosts to add a degree of brute-force attack protection. There are other protection applications available: I’m not saying this one is the best, but it’s one that works and is easy to configure and manage. If you don’t already, it’s also worth looking at setting up key-based ssh access, rather than relying on passwords. This can also help to limit the potential of brute-force attacks. [NB: This isn’t a How To on securing your server…]

sudo apt-get install openssh-server denyhosts

Now make sure your server has all the latest versions & patches by doing an update:

sudo apt-get update
sudo apt-get dist-upgrade

Although not always essential it’s probably a good idea to reboot your server now and make sure it all comes back up and you can login via ssh.

Now we’re ready to start the OpenERP install.

Step 2. Create the OpenERP user that will own and run the application

sudo adduser --system --home=/opt/openerp --group openerp

This is a “system” user. It is there to own and run the application, it isn’t supposed to be a person type user with a login etc. In Ubuntu, a system user gets a UID below 1000, has no shell (it’s actually /bin/false) and has logins disabled. Note that I’ve specified a “home” of /opt/openerp, this is where the OpenERP server code will reside and is created automatically by the command above. The location of the server code is your choice of course, but be aware that some of the instructions and configuration files below may need to be altered if you decide to install to a different location.

[Note: If you want to run multiple versions of OpenERP on the same server, the way I do it is to create multiple users with the correct version number as part of the name, e.g. openerp70, openerp61 etc. If you also use this when creating the Postgres users too, you can have full separation of systems on the same server. I also use similarly named home directories, e.g. /opt/openerp70, /opt/openerp61 and config and start-up/shutdown files. You will also need to configure different ports for each instance or else only the first will start.]

A question I have been asked a few times is how to run the OpenERP server as the openerp system user from the command line if it has no shell. This can be done quite easily:

sudo su - openerp -s /bin/bash

This will su your current terminal login to the openerp user (the “-” between su and openerp is correct) and use the shell /bin/bash. When this command is run you will be in openerp’s home directory: /opt/openerp.

When you have done what you need you can leave the openerp user’s shell by typing exit.

Step 3. Install and configure the database server, PostgreSQL

sudo apt-get install postgresql

Then configure the OpenERP user on postgres:

First change to the postgres user so we have the necessary privileges to configure the database.

sudo su - postgres

Now create a new database user. This is so OpenERP has access rights to connect to PostgreSQL and to create and drop databases. Remember what your choice of password is here; you will need it later on:

createuser --createdb --username postgres --no-createrole --no-superuser --pwprompt openerp
Enter password for new role: ********
Enter it again: ********

Finally exit from the postgres user account:

exit

Step 4. Install the necessary Python libraries for the server

sudo apt-get install python-dateutil python-docutils python-feedparser python-gdata \
python-jinja2 python-ldap python-libxslt1 python-lxml python-mako python-mock python-openid \
python-psycopg2 python-psutil python-pybabel python-pychart python-pydot python-pyparsing \
python-reportlab python-simplejson python-tz python-unittest2 python-vatnumber python-vobject \
python-webdav python-werkzeug python-xlwt python-yaml python-zsi

With that done, all the dependencies for installing OpenERP 7.0 are now satisfied (note that there are some new packages required since 6.1).

Step 5. Install the OpenERP server

I tend to use wget for this sort of thing and I download the files to my home directory.

Make sure you get the latest version of the application: at the time of writing this it’s 7.0. I got the download links from their download pages (note there are also deb, rpm and exe builds in this area too). There isn’t a static 7.0 release tarball as such anymore, but there is a nightly build of the 7.0 source tree which should be just as good and will contain patches as and when things get fixed. The link below is to the source tarball for the 7.0 branch.

Note: As an alternative method of getting the code onto your server, Jerome added a very useful comment showing how to get it straight from launchpad. Thanks!

wget http://nightly.openerp.com/7.0/nightly/src/openerp-7.0-latest.tar.gz

Now install the code where we need it: cd to the /opt/openerp/ directory and extract the tarball there.

cd /opt/openerp
sudo tar xvf ~/openerp-7.0-latest.tar.gz

Next we need to change the ownership of all the the files to the OpenERP user and group we created earlier.

sudo chown -R openerp: *

And finally, the way I have done this is to copy the server directory to something with a simpler name so that the configuration files and boot scripts don’t need constant editing (I called it, rather unimaginatively, server). I started out using a symlink solution, but I found that when it comes to upgrading, it seems to make more sense to me to just keep a copy of the files in place and then overwrite them with the new code. This way you keep any custom or user-installed modules and reports etc. all in the right place.

sudo cp -a openerp-7.0 server

As an example, should OpenERP 7.0.1 come out soon, I can extract the tarballs into /opt/openerp/ as above. I can do any testing I need, then repeat the copy command so that the modified files will overwrite as needed and any custom modules, report templates and such will be retained. Once satisfied the upgrade is stable, the older 7.0 directories can be removed if wanted.

That’s the OpenERP server software installed. The last steps to a working system is to set up the configuration file and associated boot script so OpenERP starts and stops automatically when the server itself stops and starts.

Step 6. Configuring the OpenERP application

The default configuration file for the server (in /opt/openerp/server/install/) is actually very minimal and will, with only one small change work fine so we’ll simply copy that file to where we need it and change it’s ownership and permissions:

sudo cp /opt/openerp/server/install/openerp-server.conf /etc/
sudo chown openerp: /etc/openerp-server.conf
sudo chmod 640 /etc/openerp-server.conf

The above commands make the file owned and writeable only by the openerp user and group and only readable by openerp and root.

To allow the OpenERP server to run initially, you should only need to change one line in this file. Toward to the top of the file change the line db_password = False to the same password you used back in step 3. Use your favourite text editor here. I tend to use nano, e.g.

sudo nano /etc/openerp-server.conf

One other line we might as well add to the configuration file now, is to tell OpenERP where to write its log file. To complement my suggested location below add the following line to the openerp-server.conf file:

logfile = /var/log/openerp/openerp-server.log

Once the configuration file is edited and saved, you can start the server just to check if it actually runs.

sudo su - openerp -s /bin/bash
/opt/openerp/server/openerp-server

If you end up with a few lines eventually saying OpenERP is running and waiting for connections then you are all set.

On my system I noticed the following warning:

2012-12-19 11:53:51,613 6586 WARNING ? openerp.addons.google_docs.google_docs: Please install latest gdata-python-client from http://code.google.com/p/gdata-python-client/downloads/list

The Ubuntu 12.04 packaged version of the python gdata client library is not quite recent enough, so to install a more up-to-date version I did the following (exit from the openerp user’s shell if you are still in it first):

sudo apt-get install python-pip
sudo pip install gdata --upgrade

Going back and repeating the commands to start the server resulted in no further warnings

sudo su - openerp -s /bin/bash
/opt/openerp/server/openerp-server

If there are errors, you’ll need to go back and find out where the problem is.

Otherwise simply enter CTL+C to stop the server and then exit to leave the openerp user account and go back to your own shell.

Step 7. Installing the boot script

For the final step we need to install a script which will be used to start-up and shut down the server automatically and also run the application as the correct user. There is a script you can use in /opt/openerp/server/install/openerp-server.init but this will need a few small modifications to work with the system installed the way I have described above. Here’s a link to the one I’ve already modified for 7.0.

Similar to the configuration file, you need to either copy it or paste the contents of this script to a file in /etc/init.d/ and call it openerp-server. Once it is in the right place you will need to make it executable and owned by root:

sudo chmod 755 /etc/init.d/openerp-server
sudo chown root: /etc/init.d/openerp-server

In the configuration file there’s an entry for the server’s log file. We need to create that directory first so that the server has somewhere to log to and also we must make it writeable by the openerp user:

sudo mkdir /var/log/openerp
sudo chown openerp:root /var/log/openerp

Step 8. Testing the server

To start the OpenERP server type:

sudo /etc/init.d/openerp-server start

You should now be able to view the logfile and see that the server has started.

less /var/log/openerp/openerp-server.log

If there are any problems starting the server you need to go back and check. There’s really no point ploughing on if the server doesn’t start…

If the log file looks OK, now point your web browser at the domain or IP address of your OpenERP server (or localhost if you are on the same machine) and use port 8069. The url will look something like this:

http://IP_or_domain.com:8069

What you should see is a screen like this one (it is the Database Management Screen because you have no OpenERP databases yet):

What I do recommend you do at this point is to change the super admin password to something nice and strong (Click the “Password” menu). By default this password is just “admin” and knowing that, a user can create, backup, restore and drop databases! This password is stored in plain text in the /etc/openerp-server.conf file; hence why we restricted access to just openerp and root. When you change and save the new password the /etc/openerp-server.conf file will be re-written and will have a lot more options in it.

Now it’s time to make sure the server stops properly too:

sudo /etc/init.d/openerp-server stop

Check the logfile again to make sure it has stopped and/or look at your server’s process list.

Step 9. Automating OpenERP startup and shutdown

If everything above seems to be working OK, the final step is make the script start and stop automatically with the Ubuntu Server. To do this type:

sudo update-rc.d openerp-server defaults

You can now try rebooting you server if you like. OpenERP should be running by the time you log back in.

If you type ps aux | grep openerp you should see a line similar to this:

openerp 1491 0.1 10.6 207132 53596 ? Sl 22:23 0:02 python /opt/openerp/server/openerp-server -c /etc/openerp-server.conf

Which shows that the server is running. And of course you can check the logfile or visit the server from your web browser too.

That’s it! Next I would suggest you create a new database filling in the fields as desired. Once the database is initialised, you will be directed straight to the new main configuration screen which gives you a fell for the new User Interface in OpenERP 7 and shows you how easy it is to set up a basic system.