doc/book/en/tutorials/advanced/part04_ui-base.rst
changeset 10491 c67bcee93248
parent 10490 76ab3c71aff2
child 10492 68c13e0c0fc5
--- a/doc/book/en/tutorials/advanced/part04_ui-base.rst	Mon Jul 06 17:39:35 2015 +0200
+++ /dev/null	Thu Jan 01 00:00:00 1970 +0000
@@ -1,361 +0,0 @@
-Let's make it more user friendly
-================================
-
-
-Step 1: let's improve site's usability for our visitors
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-The first thing I've noticed is that people to whom I send links to photos with
-some login/password authentication get lost, because they don't grasp they have
-to login by clicking on the 'authenticate' link. That's much probably because
-they only get a 404 when trying to access an unauthorized folder, and the site
-doesn't make clear that 1. you're not authenticated, 2. you could get more
-content by authenticating yourself.
-
-So, to improve this situation, I decided that I should:
-
-* make a login box appears for anonymous, so they see at a first glance a place
-  to put the login / password information I provided
-
-* customize the 404 page, proposing to login to anonymous.
-
-Here is the code, samples from my cube's `views.py` file:
-
-.. sourcecode:: python
-
-    from cubicweb.predicates import is_instance
-    from cubicweb.web import component
-    from cubicweb.web.views import error
-    from cubicweb.predicates import anonymous_user
-
-    class FourOhFour(error.FourOhFour):
-	__select__ = error.FourOhFour.__select__ & anonymous_user()
-
-	def call(self):
-	    self.w(u"<h1>%s</h1>" % self._cw._('this resource does not exist'))
-	    self.w(u"<p>%s</p>" % self._cw._('have you tried to login?'))
-
-
-    class LoginBox(component.CtxComponent):
-	"""display a box containing links to all startup views"""
-	__regid__ = 'sytweb.loginbox'
-	__select__ = component.CtxComponent.__select__ & anonymous_user()
-
-	title = _('Authenticate yourself')
-	order = 70
-
-	def render_body(self, w):
-	    cw = self._cw
-	    form = cw.vreg['forms'].select('logform', cw)
-	    form.render(w=w, table_class='', display_progress_div=False)
-
-The first class provides a new specific implementation of the default page you
-get on 404 error, to display an adapted message to anonymous user.
-
-.. Note::
-
-  Thanks to the selection mecanism, it will be selected for anoymous user,
-  since the additional `anonymous_user()` selector gives it a higher score than
-  the default, and not for authenticated since this selector will return 0 in
-  such case (hence the object won't be selectable)
-
-The second class defines a simple box, that will be displayed by default with
-boxes in the left column, thanks to default :class:`component.CtxComponent`
-selector. The HTML is written to match default CubicWeb boxes style. The code
-fetch the actual login form and render it.
-
-
-.. figure:: ../../images/tutos-photowebsite_login-box.png
-   :alt: login box / 404 screenshot
-
-   The login box and the custom 404 page for an anonymous visitor (translated in french)
-
-
-Step 2: providing a custom index page
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Another thing we can easily do to improve the site is... A nicer index page
-(e.g. the first page you get when accessing the web site)! The default one is
-quite intimidating (that should change in a near future). I will provide a much
-simpler index page that simply list available folders (e.g. photo albums in that
-site).
-
-.. sourcecode:: python
-
-    from cubicweb.web.views import startup
-
-    class IndexView(startup.IndexView):
-	def call(self, **kwargs):
-	    self.w(u'<div>\n')
-	    if self._cw.cnx.anonymous_connection:
-		self.w(u'<h4>%s</h4>\n' % self._cw._('Public Albums'))
-	    else:
-		self.w(u'<h4>%s</h4>\n' % self._cw._('Albums for %s') % self._cw.user.login)
-	    self._cw.vreg['views'].select('tree', self._cw).render(w=self.w)
-	    self.w(u'</div>\n')
-
-    def registration_callback(vreg):
-	vreg.register_all(globals().values(), __name__, (IndexView,))
-	vreg.register_and_replace(IndexView, startup.IndexView)
-
-As you can see, we override the default index view found in
-`cubicweb.web.views.startup`, geting back nothing but its identifier and selector
-since we override the top level view's `call` method.
-
-.. Note::
-
-  in that case, we want our index view to **replace** the existing one. To do so
-  we've to implements the `registration_callback` function, in which we tell to
-  register everything in the module *but* our IndexView, then we register it
-  instead of the former index view.
-
-Also, we added a title that tries to make it more evident that the visitor is
-authenticated, or not. Hopefuly people will get it now!
-
-
-.. figure:: ../../images/tutos-photowebsite_index-before.png
-   :alt: default index page screenshot
-
-   The default index page
-
-.. figure:: ../../images/tutos-photowebsite_index-after.png
-   :alt: new index page screenshot
-
-   Our simpler, less intimidating, index page (still translated in french)
-
-
-Step 3: more navigation improvments
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-There are still a few problems I want to solve...
-
-* Images in a folder are displayed in a somewhat random order. I would like to
-  have them ordered by file's name (which will usually, inside a given folder,
-  also result ordering photo by their date and time)
-
-* When clicking a photo from an album view, you've to get back to the gallery
-  view to go to the next photo. This is pretty annoying...
-
-* Also, when viewing an image, there is no clue about the folder to which this
-  image belongs to.
-
-I will first try to explain the ordering problem. By default, when accessing
-related entities by using the ORM's API, you should get them ordered according to
-the target's class `cw_fetch_order`. If we take a look at the file cube'schema,
-we can see:
-
-.. sourcecode:: python
-
-    class File(AnyEntity):
-	"""customized class for File entities"""
-	__regid__ = 'File'
-	fetch_attrs, cw_fetch_order = fetch_config(['data_name', 'title'])
-
-
-By default, `fetch_config` will return a `cw_fetch_order` method that will order
-on the first attribute in the list. So, we could expect to get files ordered by
-their name. But we don't.  What's up doc ?
-
-The problem is that files are related to folder using the `filed_under` relation.
-And that relation is ambiguous, eg it can lead to `File` entities, but also to
-`Folder` entities. In such case, since both entity types doesn't share the
-attribute on which we want to sort, we'll get linked entities sorted on a common
-attribute (usually `modification_date`).
-
-To fix this, we've to help the ORM. We'll do this in the method from the `ITree`
-folder's adapter, used in the folder's primary view to display the folder's
-content. Here's the code, that I've put in our cube's `entities.py` file, since
-it's more logical stuff than view stuff:
-
-.. sourcecode:: python
-
-    from cubes.folder import entities as folder
-
-    class FolderITreeAdapter(folder.FolderITreeAdapter):
-
-	def different_type_children(self, entities=True):
-	    rql = self.entity.cw_related_rql(self.tree_relation,
-					     self.parent_role, ('File',))
-	    rset = self._cw.execute(rql, {'x': self.entity.eid})
-	    if entities:
-		return list(rset.entities())
-	    return rset
-
-    def registration_callback(vreg):
-	vreg.register_and_replace(FolderITreeAdapter, folder.FolderITreeAdapter)
-
-As you can see, we simple inherit from the adapter defined in the `folder` cube,
-then we override the `different_type_children` method to give a clue to the ORM's
-`cw_related_rql` method, that is responsible to generate the rql to get entities
-related to the folder by the `filed_under` relation (the value of the
-`tree_relation` attribute).  The clue is that we only want to consider the `File`
-target entity type. By doing this, we remove the ambiguity and get back a RQL
-query that correctly order files by their `data_name` attribute.
-
-
-.. Note::
-
-    * As seen earlier, we want to **replace** the folder's `ITree` adapter by our
-      implementation, hence the custom `registration_callback` method.
-
-
-Ouf. That one was tricky...
-
-Now the easier parts. Let's start by adding some links on the file's primary view
-to see the previous / next image in the same folder. CubicWeb's provide a
-component that do exactly that. To make it appears, one have to be adaptable to
-the `IPrevNext` interface. Here is the related code sample, extracted from our
-cube's `views.py` file:
-
-.. sourcecode:: python
-
-    from cubicweb.predicates import is_instance
-    from cubicweb.web.views import navigation
-
-
-    class FileIPrevNextAdapter(navigation.IPrevNextAdapter):
-	__select__ = is_instance('File')
-
-	def previous_entity(self):
-	    rset = self._cw.execute('File F ORDERBY FDN DESC LIMIT 1 WHERE '
-				    'X filed_under FOLDER, F filed_under FOLDER, '
-				    'F data_name FDN, X data_name > FDN, X eid %(x)s',
-				    {'x': self.entity.eid})
-	    if rset:
-		return rset.get_entity(0, 0)
-
-	def next_entity(self):
-	    rset = self._cw.execute('File F ORDERBY FDN ASC LIMIT 1 WHERE '
-				    'X filed_under FOLDER, F filed_under FOLDER, '
-				    'F data_name FDN, X data_name < FDN, X eid %(x)s',
-				    {'x': self.entity.eid})
-	    if rset:
-		return rset.get_entity(0, 0)
-
-
-The `IPrevNext` interface implemented by the adapter simply consist in the
-`previous_entity` / `next_entity` methods, that should respectivly return the
-previous / next entity or `None`. We make an RQL query to get files in the same
-folder, ordered similarly (eg by their `data_name` attribute). We set
-ascendant/descendant ordering and a strict comparison with current file's name
-(the "X" variable representing the current file).
-
-Notice that this query supposes we wont have two files of the same name in the
-same folder, else things may go wrong. Fixing this is out of the scope of this
-blog. And as I would like to have at some point a smarter, context sensitive
-previous/next entity, I'll probably never fix this query (though if I had to, I
-would probably choosing to add a constraint in the schema so that we can't add
-two files of the same name in a folder).
-
-One more thing: by default, the component will be displayed below the content
-zone (the one with the white background). You can change this in the site's
-properties through the ui, but you can also change the default value in the code
-by modifying the `context` attribute of the component:
-
-.. sourcecode:: python
-
-    navigation.NextPrevNavigationComponent.context = 'navcontentbottom'
-
-.. Note::
-
-   `context` may be one of 'navtop', 'navbottom', 'navcontenttop' or
-   'navcontentbottom'; the first two being outside the main content zone, the two
-   others inside it.
-
-.. figure:: ../../images/tutos-photowebsite_prevnext.png
-   :alt: screenshot of the previous/next entity component
-
-   The previous/next entity component, at the bottom of the main content zone.
-
-Now, the only remaining stuff in my todo list is to see the file's folder. I'll use
-the standard breadcrumb component to do so. Similarly as what we've seen before, this
-component is controled by the :class:`IBreadCrumbs` interface, so we'll have to provide a custom
-adapter for `File` entity, telling the a file's parent entity is its folder:
-
-.. sourcecode:: python
-
-    from cubicweb.web.views import ibreadcrumbs
-
-    class FileIBreadCrumbsAdapter(ibreadcrumbs.IBreadCrumbsAdapter):
-	__select__ = is_instance('File')
-
-	def parent_entity(self):
-	    if self.entity.filed_under:
-		return self.entity.filed_under[0]
-
-In that case, we simply use attribute notation provided by the ORM to get the
-folder in which the current file (e.g. `self.entity`) is located.
-
-.. Note::
-
-   The :class:`IBreadCrumbs` interface is a `breadcrumbs` method, but the default
-   :class:`IBreadCrumbsAdapter` provides a default implementation for it that will look
-   at the value returned by its `parent_entity` method. It also provides a
-   default implementation for this method for entities adapting to the `ITree`
-   interface, but as our `File` doesn't, we've to provide a custom adapter.
-
-.. figure:: ../../images/tutos-photowebsite_breadcrumbs.png
-   :alt: screenshot of the breadcrumb component
-
-   The breadcrumb component when on a file entity, now displaying parent folder.
-
-
-Step 4: preparing the release and migrating the instance
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-Now that greatly enhanced our cube, it's time to release it to upgrade production site.
-I'll probably detail that process later, but I currently simply transfer the new code
-to the server running the web site.
-
-However, I've still today some step to respect to get things done properly...
-
-First, as I've added some translatable string, I've to run: ::
-
-  $ cubicweb-ctl i18ncube sytweb
-
-To update the cube's gettext catalogs (the '.po' files under the cube's `i18n`
-directory). Once the above command is executed, I'll then update translations.
-
-To see if everything is ok on my test instance, I do: ::
-
-  $ cubicweb-ctl i18ninstance sytweb
-  $ cubicweb-ctl start -D sytweb
-
-The first command compile i18n catalogs (e.g. generates '.mo' files) for my test
-instance. The second command start it in debug mode, so I can open my browser and
-navigate through the web site to see if everything is ok...
-
-.. Note::
-
-   In the 'cubicweb-ctl i18ncube' command, `sytweb` refers to the **cube**, while
-   in the two other, it refers to the **instance** (if you can't see the
-   difference, reread CubicWeb's concept chapter !).
-
-
-Once I've checked it's ok, I simply have to bump the version number in the
-`__pkginfo__` module to trigger a migration once I'll have updated the code on
-the production site. I can check then check the migration is also going fine, by
-first restoring a dump from the production site, then upgrading my test instance.
-
-To generate a dump from the production site: ::
-
-  $ cubicweb-ctl db-dump sytweb
-  pg_dump -Fc --username=syt --no-owner --file /home/syt/etc/cubicweb.d/sytweb/backup/tmpYIN0YI/system sytweb
-  -> backup file /home/syt/etc/cubicweb.d/sytweb/backup/sytweb-2010-07-13_10-22-40.tar.gz
-
-I can now get back the dump file ('sytweb-2010-07-13_10-22-40.tar.gz') to my test
-machine (using `scp` for instance) to restore it and start migration: ::
-
-  $ cubicweb-ctl db-restore sytweb sytweb-2010-07-13_10-22-40.tar.gz
-  $ cubicweb-ctl upgrade sytweb
-
-You'll have to answer some questions, as we've seen in `an earlier post`_.
-
-Now that everything is tested, I can transfer the new code to the production
-server, `apt-get upgrade` cubicweb and its dependencies, and eventually
-upgrade the production instance.
-
-
-.. _`several improvments`: http://www.cubicweb.org/blogentry/1179899
-.. _`3.8`: http://www.cubicweb.org/blogentry/917107
-.. _`first blog of this series`: http://www.cubicweb.org/blogentry/824642
-.. _`an earlier post`: http://www.cubicweb.org/867464