Monica

• Introduction
  • Purpose
  • Who is it for?
  • What Monica isn't
• Get started
  • Update your server
  • Importing vCards (CLI only)
  • Importing SQL from the exporter feature
• Contribute as a developer
  • Setup Monica
  • Setup the testing environment
  • Front-end
    • Bower
    • Watching and compiling assets
    • Bootstrap 4
  • Backend
    • Email testing
    • Email reminders
  • Statistics
• Contributing
  • How the community can help
• Vision, goals and strategy
  • Vision
  • Goals
  • Strategy
  • Monetization
    • The API
  • Why Open Source?
• License

Introduction

Monica is an open-source web application to organize the interactions with your loved ones. Think of it as a CRM (a popular tool used in companies) for your friends or family. This is what it currently looks like:

Purpose

Monica allows people to keep track of everything that's important about their friends and family. Like the activities done with them. When you last called someone. What you talked about. It will help you remember the name and the age of the kids. It can also remind you to call someone you haven't talked to in a while.

Who is it for?

This project is for people who have hard time remembering details about other people's lives - especially the ones they care about. Yes, you can still use Facebook to achieve this, but you will only be able to see what people do and post - and if they are not on Facebook, you are stuck anyway.

I originally built this tool to help me in my private life: I've been living away of my own country for a long time now. I want to keep notes and remember the life of my friends in my home country and be able to ask the relevant questions when I email them or talk to them over the phone. Moreover, as a foreigner in my new country, I met a lot of other foreigners - and most come back to their countries. I still want to remember the names or ages of their kids. Call it cheating - I call it caring.

We've already received numerous feedback of users who suffer from Asperger's syndrome who use this application on a daily basis. It helps them have better social interactions.

What Monica isn't

Monica is not a social network and never will be. It's not meant to be social. In fact, it's for your eyes only. Monica is also not a smart assistant - it won't guess what you want to do. It's pretty dumb: it will send you emails only for the things you asked to be reminded of.

Get started

There are multiple ways of getting started with Monica.

1. You can use our hosted-version (this is the simplest way to use the product) on https://monicahq.com.
2. You can run it with Docker (instructions).
3. You can install it on your server (generic instructions).
4. You can install it from scratch on Debian Stretch (instructions).
5. You can deploy to Heroku (instructions).

You have the liberty to clone the repository and set it up yourself on any hosting provider, for free. I'm just asking that you don't try to make money out of it yourself.

Update your server

There is no concept of releases at the moment. If you run the project locally, or if you have installed Monica on your own server, you need to follow these steps below to update it, every single time, or you will run into problems.

1. Always make a backup of your data before upgrading.
2. Check that your backup is valid.
3. Read the release notes to check for breaking changes.
4. Run the following commands:

git pull origin master
composer update
php artisan migrate

That should be it.

Importing vCards (CLI only)

Note: this is only possible if you install Monica on your server or locally.

You can import your contacts in vCard format in your account with one simple CLI command: php artisan import:vcard {email user} {filename}.vcf

where {email user} is the email of the user in your Monica instance who will be associated the new contacts to, and {filename} being the name of your .vcf file. The .vcf file has to be in the root of your Monica installation (in the same directory where the artisan file is).

Example: php artisan import:vcard john@doe.com contacts.vcf

The .vcf can contain as many contacts as you want.

Importing SQL from the exporter feature

Monica allows you to export your data in SQL, under the Settings panel. When you export your data in SQL, you'll get a file called monica.sql.

To import it into your own instance, you need to make sure that the database of your instance is completely empty (no tables, no data).

Then, follow the steps:

• php artisan migrate
• php artisan db:seed --class ActivityTypesTableSeeder
• php artisan db:seed --class CountriesSeederTable
• Then import monica.sql into your database. Tools like phpmyadmin or Sequel Pro might help you with that.
• Finally, sign in with the same credentials as the ones used on https://monicahq.com and you are good to go.

There is one caveat with the SQL exporter: you can't get the photos you've uploaded for now.

Contribute as a developer

You want to help build Monica? That's awesome. We can't thank you enough.

Setup Monica

The best way to contribute to Monica is to use Homestead, which is an official, pre-packaged Vagrant box that provides you a wonderful development environment without requiring you to install PHP, a web server, and any other server software on your local machine. The big advantage is that it runs on any Windows, Mac, or Linux system.

This is what is used to develop Monica and will provide a common base for everyone who wants to contribute to the project. Once Homestead is installed, you can pull the repository and start setup Monica.

1. composer install in the folder the repository has been cloned.
2. cp .env.example .env
3. Update .env to your specific needs.
4. Run php artisan key:generate to generate an application key. This will set APP_KEY with the right value automatically.
5. npm install to install bower and gulp.
6. bower install to install front-end dependencies in the vendor folder.
7. Create a database called monica.
8. php artisan key:generate to generate a random APP_KEY
9. php artisan migrate to run all migrations.
10. php artisan storage:link to access the avatars.
11. php artisan db:seed --class ActivityTypesTableSeeder to populate the activity types.
12. php artisan db:seed --class CountriesSeederTable to populate the countries table.

Optional step: Seeding the database with fake data

This step is to populate the instance with fake data, so you can test with real data instead of lorem ipsum.

1. php artisan db:seed --class FakeContentTableSeeder to load all seeds.

Note that this will create two accounts:

• First account is admin@admin.com with the password admin. This account contains a lot of fake data that will let you play with the product.
• Second account is blank@blank.com with the password blank. This account does not contain any data and shall be used to check all the blank states.

Setup the testing environment

Monica uses the testing capabilities of Laravel to do unit. While all code will have to go through to Travis before being merged, tests can still be executed locally before pushing them. In fact, we encourage you strongly to do it first.

To setup the test environment, create a separate testing database locally:

• Create a database called monica_test

Then you need to run the migrations specific to the testing database and runs the seeders to populate it:

• php artisan migrate --database testing
• php artisan db:seed --database testing

Once this is done, you have to use phpunit command every time you want to run the test suite.

Each time the schema of the database changes, you need to run again the migrations and the seeders by running the two commands above.

If you want to connect directly to Monica's MySQL instance read Connecting to MySQL inside of a Docker container.

Setup functional testing

We use Laravel Dusk to do functional testing. The most important is the unit tests - but functional testing is a very nice to have and we are happy to provide support for it. However, setting up the functional testing environment is really painful. Laravel Dusk should work fine if you use standard PHP, not in a VM (like Homestead), but I haven't tested it. If you do, please report and update this document.

The following setup instructions are for Homestead, which we recommend to contribute to Monica. Instructions come from this article.

• Setup Google Chrome Headless and XVFB in your VM

$ wget -q -O - https://dl-ssl.google.com/linux/linux_signing_key.pub | sudo apt-key add -
$ sudo sh -c 'echo "deb [arch=amd64] http://dl.google.com/linux/chrome/deb/ stable main" >> /etc/apt/sources.list.d/google-chrome.list'
$ sudo apt-get update && sudo apt-get install -y google-chrome-stable
$ sudo apt-get install -y xvfb

• Start Chrome Driver in your VM. This instruction will open a port - let it open.

$ ./vendor/laravel/dusk/bin/chromedriver-linux --port=8888

• Add your project in /etc/hosts in your vagrant machine

127.0.0.1 your-project.app

• Open another SSH connection to the Vagrant Homestead machine and execute the following to run the xvfb server

$ Xvfb :0 -screen 0 1280x960x24 &

• On your first console, press CTLR+C and run the functional tests

php artisan dusk

You are done. It's horrible.

Front-end

Bower

We use Bower to manage front-end dependencies. The first time you install the project, you need to bower install in the root of the project. When you want to update the dependencies, run bower update.

To install a new package, use bower install jquery -S. The -S option is to update bower.json to lock the specific version.

All the assets are stored in resources/vendor.

Watching and compiling assets

CSS is written in SASS and therefore needs to be compiled before being used by the application. To compile those front-end assets, use gulp.

To monitor changes and compile assets on the fly, use gulp watch.

Bootstrap 4

At the current time, we are using Bootstrap 4 Alpha 2. Not everything though - we do use only what we need. I would have wanted to use something completely custom, but why reinvent the wheel? Anyway, make sure you don't update this dependency with Bower. If you do, make sure that everything is thoroughly tested as when Bootstrap changes version, a lot of changes are introduced.

Backend

Email testing

Emails are an important part of Monica. Emails are still the most significant mean of communication and people like receiving them when they are relevant. That being said, you will need to test emails to make sure they contain what they should contain.

For development purposes, you have two choices to test emails:

1. You can use Mailtrap. This is an amazing service that provides a free plan that is plenty enough to test all the emails that are sent.
2. If you use Homestead to code on your local machine, you can use mailhog that is built-in. To use it, you first need to start mailhog (sudo service mailhog restart). Then, head up to http://localhost:8025 in your browser to load Mailhog's UI.

If you want to use mailhog, you need the following settings in your .env file:

MAIL_DRIVER=smtp
MAIL_HOST=0.0.0.0
MAIL_PORT=1025
MAIL_USERNAME=
MAIL_PASSWORD=
MAIL_ENCRYPTION=

Email reminders

Reminders are generated and sent using an Artisan command monica:sendnotifications. This command is scheduled to be triggered every hour in app/console/Kernel.php.

Statistics

Monica calculates every night (ie once per day) a set of metrics to help you understand how the instance is being used by users. That will also allow to measure growth over time.

Statistics are generated by the Artisan command monica:calculatestatistics every night at midnight and this cron is defined in app/console/Kernel.php.

Contributing

We welcome contributions of all kinds from anyone. We do however have rules.

• Monica is written with a great framework, Laravel. We care deeply about keeping Monica very simple on purpose. The simpler the code is, the simpler it will be to maintain it and debug it when needed. That means we don't want to make it a one page application, or add any kind of complexities whatsoever.
• That means we won't accept pull requests that add too much complexity, or written in a way we don't understand. Again, the number 1 priority should be to simplify the maintenance on the long run.
• It's better to move forward fast by shipping good features, than waiting for months and ship a perfect feature.
• Our product philosophy is simple. Things do not have to be perfect. They just need to be shipped. As long as it works and aligns with the vision, you should ship as soon as possible. Even if it's ugly, or very small, that does not matter.

How the community can help

There are several ways to help this project to move forward:

• Unlike Fight Club, the best way to help is to actually talk about the project as much as you can.
• You can answer questions in the issue tracker to help other community members.
• If you are a developer:
  • Read our Contribution Guide.
  • Look for issues labelled bugs if you are looking to have an immediate impact on the project.
  • Look for issues labelled enhancements These are issues that you can solve relatively easily.
  • If you are an advanced developer, you can try to tackle issues labelled feature requests. Beware though - they are harder to do and will require a lot of back and forth with the repository administrator in order to make sure we are going to the right direction with the product.
  • Finally, and most importantly, we are looking for people willing to write tests for the existing features.

Vision, goals and strategy

We want to use technology in a way that does not harm human relationships, like big social networks can do.

Vision

Monica's vision is to help people have more meaningful relationships.

Goals

We want to provide a platform that is:

• really easy to use: we value simplicity over anything else.
• open-source: we believe everyone should be able to contribute to this tool, and see for themselves that nothing nasty is done behind the scenes that would go against the best interests of the users. We also want to leverage the community to build attractive features and do things that would not be possible otherwise.
• easy to contribute to: we want to keep the codebase as simple as possible. This has two big advantages: anyone can contribute, and it's easily maintainable on the long run.
• available everywhere: Monica should be able to run on any desktop OS or mobile phone easily. This will be made possible by making sure the tool is easily installable by anyone who wants to either contribute or host the platform themselves.
• robust API: the platform will have a robust API so it can communicate both ways to other systems.

Strategy

To reach this ambitious vision, we'll use technology in a way that does not harm human relationships, like big social networks can do.

We think Monica has to become a platform more than an application, so people can build on it.

Here what we should do in order to realize our vision:

• Build an API in order to create an ecosystem. The ecosystem is what will make Monica a successful platform.
• Build importers and exporters of data. We don't want to have any vendor lock-ins. Data is the property of the users and they should be able to do whatever they want with it.
• Create mobile apps.
• Build great reports so people can have interesting insights.
• Create a smart recommendation system for gifts. For instance, if my nephew is soon 6 years old in a month, I will be able to receive an email with a list of 5 potential gifts I can offer to a 6 year old boy.
• Add more ways of being reminded: Telegram, SMS,...
• Create Chrome extensions to load Monica's data in a sidebar when viewing a contact on Facebook, letting us take additional notes as we see them on Facebook.
• Add modules that can be activated on demand. One would be for instance, for the people who wants to use Monica for dating purposes (yes, we've received this kind of feedback already).
• Add functional and unit tests so the main features are tested. Stability is key.

Monetization

The big topic. Yes, we plan to make money out of this tool to sustain it on the long run. We are a big fan of Sentry, Wordpress and GitLab and we believe this kind of business model is inspiring, where everyone wins.

• On https://monicahq.com, Monica will be offered in two versions:
  • a free plan (called Joe):
    • No limits of contacts
    • Importers/exporters
    • Email reminders
  • a paid plan (called Chandler):
    • Advanced features
    • People who contribute to the GitHub repository (with a pull request that adds value, that gets merged (not a typo fix, for instance) will also have access to the Paid version for free.
• You can also run it yourself. This is the Ross version. This is sometimes also called on-premise. Download the code, run it on Heroku, with Docker. The choice is yours.
  • The downloadable version will always be the most complete version - the same offered on the paid plan on .com.
  • This version will be completely free with no strings attached and you will be in complete control.
• There is a Patreon account for those who still want to support the tool. Keep in mind that the best way to support it is to actually talk about it around you.

There is currently not, and will never be, ads on the platform. I will never resell your data on .com. I'm like you: I hate big corporations that do not have at heart the best thing for their users, even if they say otherwise. The only way, therefore, to sustain the development of the product is to actually make money in a good-old fashioned way.

The API

The API will be opened to everyone, for both on .com and on-premises.

Why Open Source?

Why is Monica open source? Is it risky? Will someone steal my code and do a for-profit business that will kill my own business? Why reveal my strategy to the world? This is the kind of questions we've received by email already.

The answer to these questions is simple: yes, you can fork the project and do a competing project, make money out of it (even if the license is not super friendly to achieve that) and I'll never know. But it's ok, I don't mind.

I wanted to open source this project for several reasons:

• I believe, perhaps naively, that this project can really change people's lives. While I aim to make money out of it, I also want everyone to benefit from it. Open sourcing a project like this will help Monica become much bigger than what I imagine myself. While I strongly believe that the project has to follow the vision I have for it, I need to be humble enough to know that ideas come from everywhere, and people have much better ideas than what I can have.
• You can't do something great alone. While Monica could become a company and hire a bunch of super smart people to work on it, you can't beat the manpower of an entire community. Open sourcing the product means bugs will be fixed faster, features will be developed faster, and more importantly, developers will be able to contribute to the project that changes either their own lives, or other people's lives.
• Doing things in a transparent manner, like it's the case when you open source something, lead to formidable things. People respect the project more. You can't hide nasty piece of code. You can't do things behind the back of your users. It's a major driving force that motivates you to keep doing what's right.
• I believe that once you have created a community of passionate developers around your project, you've won - because developers are very powerful influencers. Developers will create apps around your product, talk about it on forums, and tell about the project to their friends. Cherish the developers - users will follow.

Patreon

You can support the development of this tool on Patreon. Thanks for your help.

Contact

If you need to talk, you can contact me at regis AT monicahq DOT com. You can also reach me on Twitter.

License

Copyright (c) 2016-2017 Regis Freyd

Licensed under the AGPL License