Changes between Version 1 and Version 2 of TracInterfaceCustomization

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01/12/10 15:18:02 (5 years ago)
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trac (IP: 127.0.0.1)
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  • TracInterfaceCustomization

    v1 v2  
    1010The logo or icon image should be put in a folder named "htdocs" in your project's environment folder.  (''Note: in projects created with a Trac version prior to 0.9 you will need to create this folder'') 
    1111 
     12 ''Note: you can actually put the logo and icon anywhere on your server (as long as it's accessible through the web server), and use their absolute or server-relative URLs in the configuration.'' 
     13 
    1214Now configure the appropriate section of your [wiki:TracIni trac.ini]: 
    1315 
    1416=== Logo === 
    15 Change the `src` setting to `site/` followed by the name of your image file.  The `width` and `height` settings should be modified to match your image's dimensions. 
     17Change the `src` setting to `site/` followed by the name of your image file.  The `width` and `height` settings should be modified to match your image's dimensions (the Trac chrome handler uses "`site/`" for files within the project directory `htdocs` and "`common/`" for the common ones). 
    1618 
    1719{{{ 
     
    3840}}} 
    3941 
    40 == Site Header & Footer == 
    41 In the environment folder for each Trac project there should be a directory called {{{templates}}}.  This folder contains files {{{site_header.cs}}} and {{{site_footer.cs}}}.  Users can customize their Trac site by adding the required HTML markup to these files.  The content of these two files will be placed immediately following the opening {{{<body>}}} tag and immediately preceding the closing {{{</body>}}} tag of each page in the site, respectively. 
    42  
    43 These files may contain static HTML, though if users desire to have dynamically generated content they can make use of the [http://www.clearsilver.net/ ClearSilver] templating language from within the pages as well. When you need to see what variables are available to the template, append the query string `?hdfdump=1` to the URL of your Trac site. This will display a structured view of the template data. 
    44  
    45 == Site CSS == 
    46 The primary means to adjust the layout of a Trac site is by add [http://www.w3.org/TR/REC-CSS2/ CSS] style rules that overlay the default rules. This is best done by editing the `site_css.cs` file in the enviroment's `templates` directory. The content of that template gets inserted into a `<style type="text/css></style>` element on every HTML page generated by Trac. 
    47  
    48 While you can add your custom style rules directory to the `site_css.cs` file, it is recommended that you simply reference an external style sheet, thereby enabling browsers to cache the CSS file instead of transmitting the rules with every response. 
    49  
    50 The following example would import a style sheet located in the `style` root directory of your host: 
    51 {{{ 
    52 @import url(/style/mytrac.css); 
    53 }}} 
    54  
    55 You can use a !ClearSilver variable to reference a style sheet stored in the project environment's `htdocs` directory: 
    56 {{{ 
    57 @import url(<?cs var:chrome.href ?>/site/style.css); 
    58 }}} 
    59  
    60 == Main Templates == 
    61  
    62 It is also possible to use your own modified versions of the Trac [http://www.clearsilver.net/ ClearSilver] templates. Note though that this technique is not recommended because it makes upgrading Trac rather problematic: there are unfortunately several dependencies between the templates and the application code, such as the name of form fields and the structure of the template data, and these are likely to change between different versions of Trac. 
    63  
    64 If you absolutely need to use modified templates, copy the template files from the default templates directory (usually in found in `$prefix/share/trac/templates`) into the `templates` directory of the project environment. Then modify those copies to get the desired results. 
    65  
    66  
     42== Custom Navigation Entries == 
     43The new [mainnav] and [metanav] can now be used to customize the text and link used for the navigation items, or even to disable them (but not for adding new ones). 
     44 
     45In the following example, we rename the link to the Wiki start "Home", and hide the "Help/Guide". We also make the "View Tickets" entry link to a specific report . 
     46{{{ 
     47[mainnav] 
     48wiki.label = Home 
     49tickets.href = /report/24 
     50 
     51[metanav] 
     52help = disabled 
     53}}} 
     54 
     55See also TracNavigation for a more detailed explanation of the mainnav and metanav terms. 
     56 
     57== Site Appearance == #SiteAppearance 
     58 
     59Trac is using [http://genshi.edgewall.org Genshi] as the templating engine. Documentation is yet to be written, in the meantime the following tip should work. 
     60 
     61Say you want to add a link to a custom stylesheet, and then your own 
     62header and footer. Save the following content as 'site.html' inside your projects templates directory (each Trac project can have their own site.html), e.g. {{{/path/to/env/templates/site.html}}}: 
     63 
     64{{{ 
     65#!xml 
     66<html xmlns="http://www.w3.org/1999/xhtml" 
     67      xmlns:py="http://genshi.edgewall.org/" 
     68      py:strip=""> 
     69 
     70  <!--! Add site-specific style sheet --> 
     71  <head py:match="head" py:attrs="select('@*')"> 
     72    ${select('*|comment()|text()')} 
     73    <link rel="stylesheet" type="text/css" 
     74          href="${href.chrome('site/style.css')}" /> 
     75  </head> 
     76 
     77  <body py:match="body" py:attrs="select('@*')"> 
     78    <!--! Add site-specific header --> 
     79    <div id="siteheader"> 
     80      <!--! Place your header content here... --> 
     81    </div> 
     82 
     83    ${select('*|text()')} 
     84 
     85    <!--! Add site-specific footer --> 
     86    <div id="sitefooter"> 
     87      <!--! Place your footer content here... --> 
     88    </div> 
     89  </body> 
     90</html> 
     91}}} 
     92 
     93Those who are familiar with XSLT may notice that Genshi templates bear some similarities. However, there are some Trac specific features - for example '''${href.chrome('site/style.css')}''' attribute references template placed into environment's ''htdocs/''  In a similar fashion '''${chrome.htdocs_location}''' is used to specify common ''htdocs/'' directory from Trac installation. 
     94 
     95site.html is one file to contain all your modifications. It usually works by the py:match (element of attribute), and it allows you to modify the page as it renders - the matches hook onto specific sections depending on what it tries to find 
     96and modify them. A site.html can contain any number of such py:match sections for whatever you need to modify. This is all [http://genshi.edgewall.org/ Genshi], so the docs on the exact syntax can be found there.  
     97 
     98 
     99Example snippet of adding introduction text to the new ticket form (hide when preview): 
     100 
     101{{{ 
     102#!xml 
     103<form py:match="div[@id='content' and @class='ticket']/form" py:attrs="select('@*')"> 
     104  <py:if test="req.environ['PATH_INFO'] == '/newticket' and (not 'preview' in req.args)"> 
     105    <p>Please make sure to search for existing tickets before reporting a new one!</p> 
     106  </py:if> 
     107  ${select('*')}  
     108</form> 
     109}}} 
     110 
     111This example illustrates a technique of using '''`req.environ['PATH_INFO']`''' to limit scope of changes to one view only. For instance, to make changes in site.html only for timeline and avoid modifying other sections - use  ''`req.environ['PATH_INFO'] == '/timeline'`'' condition in <py:if> test. 
     112 
     113If the environment is upgraded from 0.10 and a `site_newticket.cs` file already exists, it can actually be loaded by using a workaround - providing it contains no ClearSilver processing. In addition, as only one element can be imported, the content needs some sort of wrapper such as a `<div>` block or other similar parent container. The XInclude namespace must be specified to allow includes, but that can be moved to document root along with the others: 
     114{{{ 
     115#!xml 
     116<form py:match="div[@id='content' and @class='ticket']/form" py:attrs="select('@*')" 
     117        xmlns:xi="http://www.w3.org/2001/XInclude"> 
     118  <py:if test="req.environ['PATH_INFO'] == '/newticket' and (not 'preview' in req.args)">  
     119    <xi:include href="site_newticket.cs"><xi:fallback /></xi:include> 
     120  </py:if> 
     121  ${select('*')}  
     122</form> 
     123}}} 
     124 
     125Also note that the `site.html` (despite its name) can be put in a common templates directory - see the `[inherit] templates_dir` option. This could provide easier maintainence (and a migration path from 0.10 for larger installations) as one new global `site.html` file can be made to include any existing header, footer and newticket snippets. 
     126 
     127== Project List == #ProjectList 
     128 
     129You can use a custom Genshi template to display the list of projects if you are using Trac with multiple projects.   
     130 
     131The following is the basic template used by Trac to display a list of links to the projects.  For projects that could not be loaded it displays an error message. You can use this as a starting point for your own index template. 
     132 
     133{{{ 
     134#!text/html 
     135<!DOCTYPE html 
     136    PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" 
     137    "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd"> 
     138<html xmlns="http://www.w3.org/1999/xhtml" 
     139      xmlns:py="http://genshi.edgewall.org/" 
     140      xmlns:xi="http://www.w3.org/2001/XInclude"> 
     141  <head> 
     142    <title>Available Projects</title> 
     143  </head> 
     144  <body> 
     145    <h1>Available Projects</h1> 
     146    <ul> 
     147      <li py:for="project in projects" py:choose=""> 
     148        <a py:when="project.href" href="$project.href" 
     149           title="$project.description">$project.name</a> 
     150        <py:otherwise> 
     151          <small>$project.name: <em>Error</em> <br /> ($project.description)</small> 
     152        </py:otherwise> 
     153      </li> 
     154    </ul> 
     155  </body> 
     156</html> 
     157}}} 
     158 
     159Once you've created your custom template you will need to configure the webserver to tell Trac where the template is located (pls verify ... not yet changed to 0.11): 
     160 
     161For [wiki:TracFastCgi FastCGI]: 
     162{{{ 
     163FastCgiConfig -initial-env TRAC_ENV_PARENT_DIR=/parent/dir/of/projects \ 
     164              -initial-env TRAC_ENV_INDEX_TEMPLATE=/path/to/template 
     165}}} 
     166 
     167For [wiki:TracModPython mod_python]: 
     168{{{ 
     169PythonOption TracEnvParentDir /parent/dir/of/projects 
     170PythonOption TracEnvIndexTemplate /path/to/template 
     171}}} 
     172 
     173For [wiki:TracCgi CGI]: 
     174{{{ 
     175SetEnv TRAC_ENV_INDEX_TEMPLATE /path/to/template 
     176}}} 
     177 
     178For [wiki:TracStandalone], you'll need to set up the `TRAC_ENV_INDEX_TEMPLATE` environment variable in the shell used to launch tracd: 
     179 - Unix 
     180   {{{ 
     181#!sh 
     182$ export TRAC_ENV_INDEX_TEMPLATE=/path/to/template 
     183   }}} 
     184 - Windows 
     185   {{{ 
     186#!sh 
     187$ set TRAC_ENV_INDEX_TEMPLATE=/path/to/template 
     188   }}} 
     189 
     190== Project Templates == 
     191 
     192The appearance of each individual Trac environment (that is, instance of a project) can be customized independently of other projects, even those hosted by the same server. The recommended way is to use a `site.html` template (see [#SiteAppearance]) whenever possible. Using `site.html` means changes are made to the original templates as they are rendered, and you should not normally need to redo modifications whenever Trac is upgraded. If you do make a copy of `theme.html` or any other Trac template, you need to migrate your modifiations to the newer version - if not, new Trac features or bug fixes may not work as expected. 
     193 
     194With that word of caution, any Trac template may be copied and customized. The default Trac templates are located inside the installed Trac egg (`/usr/lib/pythonVERSION/site-packages/Trac-VERSION.egg/trac/templates, .../trac/ticket/templates, .../trac/wiki/templates, ++`). The [#ProjectList] template file is called `index.html`, while the template responsible for main layout is called `theme.html`. Page assets such as images and CSS style sheets are located in the egg's `trac/htdocs` directory. 
     195 
     196However, do not edit templates or site resources inside the Trac egg - installing Trac again can completely delete your modifications. Instead use one of two alternatives: 
     197 * For a modification to one project only, copy the template to project `templates` directory. 
     198 * For a modification shared by several projects, copy the template to a shared location and have each project point to this location using the `[inherit] templates_dir =` trac.ini option. 
     199 
     200Trac resolves requests for a template by first looking inside the project, then in any inherited templates location, and finally inside the Trac egg. 
     201 
     202Trac caches templates in memory by default to improve performance. To apply a template you need to restart the server. 
    67203---- 
    68204See also TracGuide, TracIni