Pragmatic plone projects
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This document summarizes a presentation about pragmatic approaches for Plone projects. It discusses customizing Plone and third party packages through various methods like monkey patching, overrides, and extending schemas. It also provides an example of a large company portal project built on Plone 4.2 for Weishaupt, a major heating systems vendor.
Pragmatic plone projects
- 1. Pragmatic Plone Projects Plone Conference 2012 Arnhem Andreas Jung ZOPYX Ltd. www.zopyx.com, info@zopyx.com
- 2. Speaker • long-‐time Python, Zope, Plone developer and contributor • Lead developer and principal consultant of ZOPYX Limited – Zope, Python, Pyramid, Plone projects – large portals, intranet, internet, extranet – Electronic Publishing – complex domain-‐specific applications
- 3. This talk is about • practical hints surviving your next Plone project • best practices • lessons learned from our last larger Plone project • stuff perhaps covered already by the Plone trainings
- 4. Relaunch weishaupt.de • Weishaupt: – major vendor of heating systems – 480 M€ revenue • Large company portal on top of Plone 4.2 • Phase 1: – implementation and DE content – 4 months • Phase 2: – 20 subsidaries – more than 30 languages
- 5. weishaupt.de
- 6. weishaupt.de
- 7. weishaupt.de
- 8. weishaupt.de
- 9. weishaupt.de
- 10. Project constraints (1/3) There is no real-‐world project with • unlimited budget • unlimited human resources • unlimited time
- 11. Project constraints (2/3) Resources Budget Time
- 12. Project constraints (3/3) Conclusions • usually impossible finding the „perfect“ solution • the „perfect“ solution is „mission impossible“
- 13. Getting things done • within a reasonable time-‐frame • on budget • with the available human resources
- 14. Common customizations • Bugs in Plone and 3rd-‐party packages are all around you • Particular behavior of Plone or 3rd-‐party packages is a common project requirement • What must be usually customized: – Python code (browser views, skin scripts) – Resources (browser view templates, JS, CSS)
- 15. Where to fix things? • Package maintainer (Plone and 3rd-‐party) love – bug reports – bug fixes – contributions • Stuff on Github: Fork & Pull request • SVN repositories: svn branch & svn merge – check if the package is maintained – ask the maintainer for merging your changes or merge yourself – move packages to Github if appropriate
- 16. Where and how to customize things? • Is your required change of interest for the public? – fork on Github – branch in SVN – speak with the package maintainers • Your change satisfies an absurd customer request? – keep it for yourself.
- 17. (Monkey) Patching Python code • Monkey patching: „dynamic modifications of a class or module at runtime“ (Source: Wikipedia) • MP in general should be considered evil and bad-‐style • MP may have side-‐effects • Use MP carefully (and only when you know what you are doing)
- 18. Monkey patching in Python Original (foo.py) Patched version (my_foo.py) class Foo:! def my_bar(self):! ! return 43! def bar(self):! ! return 42! from foo import Foo! Foo.bar = my_bar! ! # or (needed in some situations)! ! Foo.bar.func_code = my_bar.func_code!
- 19. Monkey patching Plone collective.monkeypatcher (patches.zcml) ZCML-‐level configuration of patching <configure...>! <include package="collective.monkeypatcher" />! information: <monkey:patch! • module-‐level patches description="ISE-42: OFS.Image.tag()"! • class-‐level patches class="Products.CMFCore.FSImage.FSImage"! original="tag"! replacement=".patches.tag"! />! </configure>! collective.monkeypatcherpanel (patches.zcml)
- 20. Patching resources (1/2) – overrides.zcml • Standard mechanism for overriding configuration settings introduced through a different package • overrides.zcml is an optional ZCML configuration file Products.PloneGlossary (configure.zcml) my.package (overrides.zcml) <configure..> ! <configure..> ! <browser:page! <browser:page! name="glossary_main_page“ ! name="glossary_main_page"! for="Products.PloneGlossary.IPloneGlossary"! for="Products.PloneGlossary.IPloneGlossary"! class=".pages.GlossaryMainPage"! class=".glossary.GlossaryView“! permission="zope2.View“ />! permission="zope2.View“ />! </configure>! </configure>! !
- 21. Patching resources (2/2) – z3c.jbot • z3c.jbot allows you to override resources of other packages inside your own policy package • Limited to .pt, .cpt, .js?! Configuration: <browser:jbot directory=“overrides“ /> Existing template: plone.app.search/plone/app/search/search.pt Customization: your.package/your/package/overrides/plone.app.search.search.pt Links • http://blog.keul.it/2011/06/z3cjbot-‐magical-‐with-‐your-‐skins.html • http://pypi.python.org/pypi/z3c.jbot
- 22. Unconfigure resource configurations • Sometimes you just don‘t want or need ZCML configurations introduced by other packages • z3c.unconfigure is your friend some.package(configure.zcml) my.package (configure.zcml) <configure..> ! <configure..> ! <browser:page! <include package="z3c.unconfigure" ! name="glossary_main_page“ ! file="meta.zcml" />! for="Products.PloneGlossary.IPloneGlossary"! <unconfigure>! class=".pages.GlossaryMainPage"! <browser:page! permission="zope2.View“ />! name="glossary_main_page“ ! </configure>! for="Products.PloneGlossary.IPloneGlossary"! class=".glossary.GlossaryView“! permission="zope2.View“ />! </unconfigure>! </configure>!
- 23. Extending schemas Plone comes with two content-‐type systems • Archetypes (old-‐style) – use archetypes.schemaextender – modify any AT-‐based content-‐type (modifying fields, adding fields) – SchemaExtender, SchemaModifier • Dexterity (new-‐style) – Dexterity introduces „behaviors“ – „A behavior is a re-‐usable aspect of an object that can be enabled or disabled without changing the component registry“ (Source: Dexterity developer manual)
- 24. Keep your designer happy Implementing CSS styles requires representative content http://localhost:8080/@@new-site?content=1!
- 26. Predefined sample content • Write a browser view – creating a Plone site with policy package + add-‐ons – installing the basic site-‐structure – creating example content for each content-‐type, content-‐ listing etc • use http://lorempixel.com/600/400 ... • look at loremipsum, collective.loremipsum or zopyx.ipsumplone
- 27. Predefined sample content • Throw your sandbox/Plone working site away as often as possible • sometimes I created 30-‐40 new Plone sites per day • Pragmatic side-‐effect – the content fixture code can be used as unit test where all your content-‐types and site-‐infrastructure is created and tested in one run – not the best solution but it works reasonably well
- 28. Some good hints • Never ever perform customizations in-‐place in existing 3rd-‐party packages. NEVER!!! • Customizations always belong into your own policy package. • Local customizations of 3rd-‐party package will be lost with the next version of customized package.
- 29. Questions?