4teamwork / ftw.inflator

Plone site setup wizard with content creation and bundle system for predefined configurations.
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ftw.inflator

This packages helps predefining a Plone site setup including content creation (using generic setup), defining multiple bundles and a wizard for installing a new site with a bundle.

.. contents:: Table of Contents

Features

Installation

.. code:: ini

[instance]
eggs +=
    ftw.inflator

Dexterity support


For beeing able to create dexterity objects (Content Creation), install the `dexterity` extras:

.. code:: ini

    [instance]
    eggs +=
        ftw.inflator [dexterity]

Compatibility
-------------

- Plone 4.3
- Plone 5.1

Setup wizard
------------

On the `manage_main` view of the Zope app there is an additional button
for installing your product.
It leads to the site setup wizard where an ID and a bundle can be selected.

The setup wizard allows to select one of a set of predefined bundles.
See the bundle section for details on how to define bundles.

.. image:: https://raw.github.com/4teamwork/ftw.inflator/master/docs/inflate.png

Wizard customizations

The product name and logo can easily be customized through ZCML:

.. code:: xml

<configure
    xmlns="http://namespaces.zope.org/zope"
    xmlns:inflator="http://namespaces.zope.org/inflator"
    i18n_domain="my.package">

    <include package="ftw.inflator" file="meta.zcml" />

    <inflator:customize
        product="Product Name"
        image="resources/product-logo.png"
        />

</configure>

Bundle system

A bundle defines a list of profiles which are automatically applied when creating a new Plone site with this bundle.

It has a base-profile (defaults to the Plone default base profile without default content).

Defining bundles


The bundles are defined in ZCML:

.. code:: xml

    <configure
        xmlns="http://namespaces.zope.org/zope"
        xmlns:inflator="http://namespaces.zope.org/inflator"
        i18n_domain="my.package">

        <include package="ftw.inflator" file="meta.zcml" />

        <inflator:bundle
            title="ftw.inflator example bundle one"
            profiles="plonetheme.sunburst:default
                      my.policy:default
                      my.policy:init-content"
            />

    </configure>

ZCML-Attributes

title The (translatable) title of the bundle, shown in the setup wizard.

profiles One or multiple Generic Setup profiles (without profile--prefix).

description (optional) The description of the bundle, shown in the setup wizard.

base (optional) The Generic Setup base profile for creating the plone site. This defaults to Products.CMFPlone:plone, the default plone base profile without content creation. Using Products.CMFPlone:plone-content will generate the default example content.

standard (optional) By using the standard flag (standard="True") you can define product bundles. When registering custom bundles later without flagging them as standard, they will appear above the standard bundles in the setup wizard and top is selected.

Full ZCML example:

.. code:: xml

<configure
    xmlns="http://namespaces.zope.org/zope"
    xmlns:inflator="http://namespaces.zope.org/inflator"
    i18n_domain="ftw.inflator">

    <include package="ftw.inflator" file="meta.zcml" />

    <inflator:bundle
        title="MyProduct with sunburst"
        description="Installs MyProduct with the sunburst theme and plone default content"
        profiles="plonetheme.sunburst:default
                  my.product:default"
        base="Products.CMFPlone:plone-content"
        standard="True"
        />

</configure>

Setting the language


When installing a Plone site with the default add-site view, the language
is set in the ``Products.CMFPlone:plone-content``, which also creates example content.
This makes it hard to setup the language without creating the example content.

To solve this issue ``ftw.inflator`` provides a ``ftw.inflator:setup-language`` generic
setup profile, meant to be used while setting up a bundle.
You can add it to the list of bundle profiles. This sets the language of the Plone site
to the one selected in the setup wizard.
Using it as a dependency (in ``metadata.xml``) is not recommended, since it is not meant
to be used on a existing plone site.

Example usage in bundle definition:

.. code:: xml

    <configure
        xmlns="http://namespaces.zope.org/zope"
        xmlns:inflator="http://namespaces.zope.org/inflator"
        i18n_domain="my.package">

        <include package="ftw.inflator" file="meta.zcml" />

        <inflator:bundle
            title="ftw.inflator example bundle one"
            profiles="ftw.inflator:setup-language
                      my.policy:default"
            />

    </configure>

Content creation
----------------

The content creation allows to define a ``content_creation`` folder in any
generic setup profile folder, containing JSON-files with definitions of the
content to create. The content is created when the generic setup profile is
applied.

Content creation features

Structure


Add a ``content_creation`` folder to your generic setup profile. All content
creation configurations are within this folder.
You can add as many ``*.json``-files as you want - they will be read
and executed in order of the sorted filename
(use integer prefixes for sorting them easily).

Folder creation example

For creating content create a JSON file ( e.g. profiles/default/content_creation/01-foo-folder.json) and insert a JSON syntax list of hashes (dicts). Each hash creates a new object. Example creating a folder with title "Foo" at /Plone/foo:

.. code:: javascript

[
    {
        "_path": "foo",
        "_type": "Folder",
        "title": "Foo"
    }
]

Tree structure example


For nested structures it sometimes useful to define the JSON as tree.
Using the tree structure it is not necessary to repeat the path of the parent:

.. code:: javascript

    [
        {
            "_path": "foo",
            "_type": "Folder",
            "title": "Foo",
            "_children": [

                {
                    "_id": "bar",
                    "_type": "Folder",
                    "title": "Bar"
                },
                {
                    "_path": "bar/qux",
                    "_type": "Folder",
                    "title": "Bar"
                }

            ]
        }
    ]

Be sure that the root node has a `_path` and all nodes in a `_children` list
have either an `_id` or a `_path`. The `_path` of a child node is considered to be relative to the parent node. The paths will then be automatically concatenated.

Internationalization

Using the key:translate(domain) syntax in keys, the respective string value is translated to the current default language of the Plone site. When creating content while installing a bundle with inflator, be sure to install the generic setup profile ftw.inflator:setup-language before creating the content. This will make sure the language is properly configured.

Example:

.. code:: javascript

[
    {
        "_path": "foo",
        "_type": "Folder",
        "title:translate(my.domain)": "Foo",
        "_children": [

            {
                "_id:translate(my.domain)": "bar",
                "_type": "Folder",
                "title": "Bar"
            }

        ]
    }
]

Multilingual support


When `plone.app.multilingual <https://pypi.python.org/pypi/plone.app.multilingual>`_ is installed
translated content can be generated for each language.
The translation is based on the `key:translate(domain)` syntax (see above) and can be translated
in regular .po-files.

Example:

.. code:: javascript

    [
        {"_multilingual": [
            "en",
            "de"],

         "_contents": [

             {
               "_id": "foo",
               "_type": "Folder",
               "title:translate(my.domain)": "Foo"
             }

         ]}
    ]

Make sure that each language in the "_multilingual" list is configured as supported
language in the `portal_languages.xml`:

.. code:: xml

    <?xml version="1.0"?>
    <object>
        <default_language value="en"/>
        <supported_langs>
            <element value="en"/>
            <element value="de"/>
        </supported_langs>
    </object>

The default setup of `plone.app.multilingual` is used for setting up the language folders.

`plone.app.multilingual` is using a special portal type for the language root folders and for the language independent folders. Sometimes it is useful to have a custom portal type as root and language independent folders. You can choose custom types through the `_folder_type` and `_folder_type_language_independent` properties:

.. code:: javascript

    [
        {"_multilingual": [
            "en",
            "de"],
         "_folder_type": "my.custom.type",
         "_folder_type_language_independent": "my.custom.type",
         "_contents": []
        }
    ]

Creating / setting properties

Properties can easily be created. If there already is a property (because the object exists already), it is updated.

Example:

.. code:: javascript

[
    {
        "_path": "foo",
        "_type": "Folder",
        "title": "Foo",
        "_properties": {
            "default_page": ["string", "bar"]
        }
    },
{
        "_path": "foo2",
        "_type": "Folder",
        "title": "Foo 2",
        "_properties": {
            "layout": ["string", "folder_listing_view"]
        }
    }
]

Configuring constrain types


For configuring the addable types on a folder, use the ``_constrain_types``
keyword:

.. code:: javascript

    [
        {
            "_path": "foo",
            "_type": "Folder",
            "title": "Foo",
            "_constrain_types": {
                "locally": ["Folder", "Document"],
                "immediately": ["Folder"]
            }
        }
    ]

Provide additional interfaces

By passing a list of dottednames as _interfaces those interfaces will automatically be provided (alsoProvides) by the created object:

.. code:: javascript

[
    {
        "_path": "foo",
        "_type": "Folder",
        "title": "Foo",
        "_interfaces": [
            "ftw.inflator.tests.interfaces.IFoo",
            "remove:foo.bar.interfaces.IBar"
        ]
    }
]

By prefixing the dotted name with remove:, directly provided interfaces can be removed (noLongerProvides).

Files and images


File- and image-fields can easily be filled by using the ``:file`` postfix,
providing a relative path to the file to "upload":

.. code:: javascript

    [
        {
            "_path": "files/example-file",
            "_type": "File",
            "title": "example file",
            "file:file": "files/examplefile.txt"
        }
    ]

The filename can be changed (although this does not work with multiple files
on the same Dexterity item):

.. code:: javascript

    [
        {
            "_path": "files/example-file",
            "_type": "File",
            "title": "example file",
            "file:file": "files/lkdfahjkewrhiu.txt",
            "file:filename": "important.txt"
        }
    ]

Workflow transitions

With the _transitions keyword it is possible to execute a workflow transition upon content creation:

.. code:: javascript

[
    {
        "_path": "foo",
        "_type": "Folder",
        "title": "Foo",
        "_transitions": "publish"
    }
]

Placeful workflow policies


When placeful workflow policies are installed it is possible to activate them
on a folder using the ``_placefulworkflow`` keyword:

.. code:: javascript

      [
          {
              "_path": "intranet",
              "_type": "Folder",
              "title": "Intranet",
              "_placefulworkflow": ["intranet", "intranet"]
          }
      ]

You need to install the Generic Setup profile
``Products.CMFPlacefulWorkflow:CMFPlacefulWorkflow`` for using placeful workflow policies.

Annotations

With the _annotations it is possible to set simple annotations on the object. Values of type dict are converted to PersistentMapping, those of type list are converted to PersistentList recursively. Example:

.. code:: javascript

  [
      {
          "_path": "intranet",
          "_type": "Folder",
          "title": "Intranet",
          "_annotations": {"foo": {"bar": [1, 2, 3]}}
      }
  ]

Portlets


Portlets can easily be defined by using the ``_portlets`` key, expecting a dict (portlet_manager : configuration).
It is possible to define the context portlets assignments (``assignments``) and set the inheritance settings (``blacklist_status``).

.. code:: javascript

      [
          {
              "_path": "foo",
              "_type": "MyType",
              "title": "Foo",
              "_portlets": {
                  "plone.leftcolumn": {
                      "blacklist_status": {
                          "context": "block",
                          "user": "show",
                          "group": "acquire"
                      },
                      "assignments": [
                          {"id": "new_navigation",
                          "portlet_type": "portlets.Navigation",
                          "name": "New Navigation",
                          "bottomLevel": 0,
                          "includeTop": false,
                          "topLevel": 1}
                      ]
                  }
              }
          }
      ]

UUID Lookup

Sometimes you need to have the UUID of another object. Since the UUID is generated randomly when creating the object you cannot predict it in a .json-file. The UUID lookup helps you here:

.. code:: javascript

  [
      {
          "_path": "foo",
          "_type": "MyType",
          "title": "Foo",
          "relations": "resolveUUID::bar"
      }
  ]

Using the resolveUUID::path syntax the value is replaced with UUID of the object which has the path. You can prefix the value with a / for making it relative to the site root, otherwise it is relative to the item it is defined in ("Foo" in the above example).

Path Lookup


Sometimes you need to resolve an already created object by its path.
The resolve-path section helps you here:

.. code:: javascript

      [
          {
              "_path": "foo",
              "_type": "MyType",
              "title": "Foo",
              "relations": "resolvePath::bar"
          }
      ]

Using the ``resolvePath::path`` syntax the value is replaced with the resolved object.
You can prefix the value with a `/` for making it relative to the site root,
otherwise it is relative to the item it is defined in ("Foo" in the above
example).

Local roles example

You can configure local roles and block local as following:

.. code:: javascript

  [
      {
          "_path": "foo",
          "_type": "MyType",
          "title": "Foo",
          "_ac_local_roles": {
              "admin": [
                  "Owner"
              ]
          },
          "_block-local-roles": true
      }
  ]

For details, see: https://collectivejsonmigrator.readthedocs.io/en/latest/ac_local_roles.html

Import single items



The inflator's transmogrifier config can be used in code for importing
single items by using the ``single_item_content_creation`` configuration:

.. code:: python

    item = {'_path': 'foo',
            '_type': 'Folder',
            'title': 'Foo'}

    mogrifier = Transmogrifier(portal)
    mogrifier(u'ftw.inflator.creation.single_item_content_creation',
              jsonsource=dict(item=item))

Links
-----

- Github: https://github.com/4teamwork/ftw.inflator
- Issues: https://github.com/4teamwork/ftw.inflator/issues
- Pypi: http://pypi.python.org/pypi/ftw.inflator
- Continuous integration: https://jenkins.4teamwork.ch/search?q=ftw.inflator

Copyright
---------

This package is copyright by `4teamwork <http://www.4teamwork.ch/>`_.

``ftw.inflator`` is licensed under GNU General Public License, version 2.