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Plomino
How to easily build Plone custom applications
through the web
with small development knowledge
Eric BREHAULT – Plone Conference 2010
   
Plone is so powerful
With no Zope/Plone development knowledge and good
Plone usage knowledge, you can build a powerful
intranet:
● you can structure the site easily,
● you can manage users access rights and workflows in a very
granular way,
● you can extend Plone standard features with a lot of excellent
products.
   
But you might need a custom app
Your intranet is just perfect, but at some point, you need a
purchase management application.
Of course, you want this application to be integrated
into your intranet.
What can you do ?
   
Create a content type ?
Plone is a CMS, a purchase request might be considered as a
content-type.
Let's go:
1 schema (made with ArchgenXML or Dexterity)
+ few collections
+ 1 workflow (made with uworth.northstar)
= approximately what you need
   
Not that easy
Even if you do not necessarily need to be a developer to use
the mentionned tools, it will still imply you have a good
knowledge of:
● What a schema is.
● How Plone workflows work.
● How to deploy custom products.
   
Will it fit the needs ?
Theoretiocally, the “Purchase request is just a content-type”
approach should work.
Practically, you will have to deal with hundreds of small
and funny extra-requirements:
● the request form has 2 specific fields when you order furnitures,
● the approval workflow is not the same if you belong to the HR
department, unless the manager is in vacation,
● the price list is provided in a monthly updated CSV file stored on a LAN
shared disk,
● Etc.
   
Will it fit the needs ?
So, practically, you will have to heavily tune the basic
content-type behaviour.
And if you are not a Plone expert, you are lost.
   
One could oppose that what has been described here is not a
simple application but a quite complex one.
If complex applications cannot be easily produced by non
Plone experts, that is fair enough.
My opinion:
● It is not a complex case, it is just the difference between
a theorical case and a real case.
● Most part of time, real applications are not content-
types.
● Non Plone experts must be able to produce real
business applications.
"Let no man ignorant of Plone enter here."
Plato
   
● Plomino allows to develop, deploy and maintain custom
applications entirely from the Plone web interface.
● There is no schema, no data model, the application
designer does not have to worry about the persistence,
he/she will design forms, data will be saved accordingly.
● Everything can be scripted in order to adapt the
behaviour to fit the actual needs.
Plomino principles
   
1.Add a new Plomino “database” as any Plone content-type,
➔ The database is the root element which support the entire
application.
2.Design some “forms” in TinyMCE,
➔ A form offers a layout and a set of fields.
3.Forms allow to create “documents”, or provide useful
screens (menu, search, reports, etc.),
➔ Documents are just a set of items. The items may match
the form fields, or not.
4.Create some “views” to list / filter / sort the documents in
different ways.
Create a Plomino application
   
Forms are created using TinyMCE.
A form is just a freely editable rich text content where the
user can insert:
● Fields,
● Actions,
● Hide-when formulas,
● Sub-forms.
Create Plomino forms
DEMO
   
A field can be:
● Editable: the user enters its value and it is stored in the
document,
● Computed: a formula computes its value and it is stored in
the document,
● Computed for display: a formula computes its value but is
not stored,
● Computed on creation: a formula computes its value at
creation time.
Field modes
DEMO
   
Plomino provides a set of basic fields:
Text, Rich text, Number, Date/time, File attachement,
Selection list.
And also advanced fields:
● Names: to select Plone members.
● Doclinks: to create links between documents.
● Datagrids: to manage editable dynamic tables.
● Google chart and Google visualization: to create rich
charts or maps.
Different field types
DEMO
   
Formulas are used to script the regular Plomino behaviour:
● Compute field values,
● Implement some custom actions,
● Hide some part of a form contextually,
● Process documents,
● Handle events,
● Handle redirections,
● Etc.
Formulas are written in Python, and are compiled as
Python scripts.
Formulas everywhere
DEMO
   
2 applications:
● Flood alert SMS subscription
mechanism
Map display, connection to an
external realtional database,
export to CSV.
● Hydro-sensors maintenance
system
Visit planing, visit sheet
import/export.
Business cases
DEMO
Adour river flood forecasting agency
   
Contacts database
Connexion with Plone
members.
Complex queries.
Large amount of contacts (>
8000)
Business cases
DEMO
International Council for Science
   
Project monitoring
application
● Advanced reporting,
● Complex forms,
● Workflow.
Business cases
DEMO
United Nations Environment Programs
   
Business cases
● Extremely various Plomino applications, built by extremely
various people:
– Archeologists,
– Lawyers,
– Real estate managers,
– Librarians,
– And even Plone experts.
● Any example in the room ?
   
Is it serious ?
● Alexander Limi said yesterday: “Recruit people”.
● A TTW application builder like that is good for non-
experts.
● But can it meet development standard expectations ?
Let's see how Plomino handles:
● Deployment,
● Maintenance,
● Debugging,
● Testing,
● Content synchronization.
   
Deployment and maintenance
● Plomino provides an import/export mechanism.
● The design (the application structure) can deployed over
HTTP from a server to another (even from between a Plone
3 and a Plone 4 instance).
● It can be exported as XML (and then imported back
somewhere else).
● The resulting XML can be managed in a SVN (or other)
repository.
● It allows partial import/export.
DEMO
   
Debugging
● Plomino debug mode
● Debugging as usual:
– Zope debug mode
– Clouseau
– ZDB
– plone_log
   
Testing
Testing as usual:
● Selenium
● Doctests
With doctests, the principle is to create a blank Plomino db,
then import your current XML design version, then run your
scenarios.
It can be then automated on Hudson.
   
Testing
Import basic-example db
>>> f = open(os.path.join(dir, "samples", "basic-example.xml"))
>>> id = folder.invokeFactory('PlominoDatabase', id='basic-example')
>>> db = getattr(folder, 'basic-example')
>>> db.at_post_create_script()
>>> wf_tool = self.portal.portal_workflow
>>> wf_tool.doActionFor(db, 'publish')
>>> xmlstring=f.read()
>>> db.importDesignFromXML(xmlstring)
>>> db.refreshDB()
>>> f.close()
   
Testing
Scenario
>>> browser.open(base_url+'/basic-example')
>>> 'Birthday' in browser.contents
True
>>> browser.getLink('Birthday').click()
>>> browser.getControl(name='personName').value = 'Eric'
>>> browser.getControl(name='birthDate').value = '1974-10-20 00:00'
>>> browser.getControl(name='personCategory').value = ['Friend']
>>> browser.getControl(name='plomino_save').click()
>>> '20-10-1974' in browser.contents
True
>>> browser.open(browser.url+"/EditDocument")
>>> browser.getControl(name='personCategory').value = ['Relative']
>>> browser.getControl(name='plomino_save').click()
>>> browser.open(base_url+'/basic-example')
>>> browser.getLink('All birthdays').click()
>>> 'October 20' in browser.contents
True
   
Thank you
● Questions ?
● Anybody interested in sprinting on Plomino ?
   
Makina Corpus
For all questions related to Plomino,
please contact Éric Bréhault
eric.brehault@makina-corpus.com
Tel : +33 950 463 703
www.makina-corpus.com

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Build Plone Apps Without Coding Using Plomino

  • 1.     Plomino How to easily build Plone custom applications through the web with small development knowledge Eric BREHAULT – Plone Conference 2010
  • 2.     Plone is so powerful With no Zope/Plone development knowledge and good Plone usage knowledge, you can build a powerful intranet: ● you can structure the site easily, ● you can manage users access rights and workflows in a very granular way, ● you can extend Plone standard features with a lot of excellent products.
  • 3.     But you might need a custom app Your intranet is just perfect, but at some point, you need a purchase management application. Of course, you want this application to be integrated into your intranet. What can you do ?
  • 4.     Create a content type ? Plone is a CMS, a purchase request might be considered as a content-type. Let's go: 1 schema (made with ArchgenXML or Dexterity) + few collections + 1 workflow (made with uworth.northstar) = approximately what you need
  • 5.     Not that easy Even if you do not necessarily need to be a developer to use the mentionned tools, it will still imply you have a good knowledge of: ● What a schema is. ● How Plone workflows work. ● How to deploy custom products.
  • 6.     Will it fit the needs ? Theoretiocally, the “Purchase request is just a content-type” approach should work. Practically, you will have to deal with hundreds of small and funny extra-requirements: ● the request form has 2 specific fields when you order furnitures, ● the approval workflow is not the same if you belong to the HR department, unless the manager is in vacation, ● the price list is provided in a monthly updated CSV file stored on a LAN shared disk, ● Etc.
  • 7.     Will it fit the needs ? So, practically, you will have to heavily tune the basic content-type behaviour. And if you are not a Plone expert, you are lost.
  • 8.     One could oppose that what has been described here is not a simple application but a quite complex one. If complex applications cannot be easily produced by non Plone experts, that is fair enough. My opinion: ● It is not a complex case, it is just the difference between a theorical case and a real case. ● Most part of time, real applications are not content- types. ● Non Plone experts must be able to produce real business applications. "Let no man ignorant of Plone enter here." Plato
  • 9.     ● Plomino allows to develop, deploy and maintain custom applications entirely from the Plone web interface. ● There is no schema, no data model, the application designer does not have to worry about the persistence, he/she will design forms, data will be saved accordingly. ● Everything can be scripted in order to adapt the behaviour to fit the actual needs. Plomino principles
  • 10.     1.Add a new Plomino “database” as any Plone content-type, ➔ The database is the root element which support the entire application. 2.Design some “forms” in TinyMCE, ➔ A form offers a layout and a set of fields. 3.Forms allow to create “documents”, or provide useful screens (menu, search, reports, etc.), ➔ Documents are just a set of items. The items may match the form fields, or not. 4.Create some “views” to list / filter / sort the documents in different ways. Create a Plomino application
  • 11.     Forms are created using TinyMCE. A form is just a freely editable rich text content where the user can insert: ● Fields, ● Actions, ● Hide-when formulas, ● Sub-forms. Create Plomino forms DEMO
  • 12.     A field can be: ● Editable: the user enters its value and it is stored in the document, ● Computed: a formula computes its value and it is stored in the document, ● Computed for display: a formula computes its value but is not stored, ● Computed on creation: a formula computes its value at creation time. Field modes DEMO
  • 13.     Plomino provides a set of basic fields: Text, Rich text, Number, Date/time, File attachement, Selection list. And also advanced fields: ● Names: to select Plone members. ● Doclinks: to create links between documents. ● Datagrids: to manage editable dynamic tables. ● Google chart and Google visualization: to create rich charts or maps. Different field types DEMO
  • 14.     Formulas are used to script the regular Plomino behaviour: ● Compute field values, ● Implement some custom actions, ● Hide some part of a form contextually, ● Process documents, ● Handle events, ● Handle redirections, ● Etc. Formulas are written in Python, and are compiled as Python scripts. Formulas everywhere DEMO
  • 15.     2 applications: ● Flood alert SMS subscription mechanism Map display, connection to an external realtional database, export to CSV. ● Hydro-sensors maintenance system Visit planing, visit sheet import/export. Business cases DEMO Adour river flood forecasting agency
  • 16.     Contacts database Connexion with Plone members. Complex queries. Large amount of contacts (> 8000) Business cases DEMO International Council for Science
  • 17.     Project monitoring application ● Advanced reporting, ● Complex forms, ● Workflow. Business cases DEMO United Nations Environment Programs
  • 18.     Business cases ● Extremely various Plomino applications, built by extremely various people: – Archeologists, – Lawyers, – Real estate managers, – Librarians, – And even Plone experts. ● Any example in the room ?
  • 19.     Is it serious ? ● Alexander Limi said yesterday: “Recruit people”. ● A TTW application builder like that is good for non- experts. ● But can it meet development standard expectations ? Let's see how Plomino handles: ● Deployment, ● Maintenance, ● Debugging, ● Testing, ● Content synchronization.
  • 20.     Deployment and maintenance ● Plomino provides an import/export mechanism. ● The design (the application structure) can deployed over HTTP from a server to another (even from between a Plone 3 and a Plone 4 instance). ● It can be exported as XML (and then imported back somewhere else). ● The resulting XML can be managed in a SVN (or other) repository. ● It allows partial import/export. DEMO
  • 21.     Debugging ● Plomino debug mode ● Debugging as usual: – Zope debug mode – Clouseau – ZDB – plone_log
  • 22.     Testing Testing as usual: ● Selenium ● Doctests With doctests, the principle is to create a blank Plomino db, then import your current XML design version, then run your scenarios. It can be then automated on Hudson.
  • 23.     Testing Import basic-example db >>> f = open(os.path.join(dir, "samples", "basic-example.xml")) >>> id = folder.invokeFactory('PlominoDatabase', id='basic-example') >>> db = getattr(folder, 'basic-example') >>> db.at_post_create_script() >>> wf_tool = self.portal.portal_workflow >>> wf_tool.doActionFor(db, 'publish') >>> xmlstring=f.read() >>> db.importDesignFromXML(xmlstring) >>> db.refreshDB() >>> f.close()
  • 24.     Testing Scenario >>> browser.open(base_url+'/basic-example') >>> 'Birthday' in browser.contents True >>> browser.getLink('Birthday').click() >>> browser.getControl(name='personName').value = 'Eric' >>> browser.getControl(name='birthDate').value = '1974-10-20 00:00' >>> browser.getControl(name='personCategory').value = ['Friend'] >>> browser.getControl(name='plomino_save').click() >>> '20-10-1974' in browser.contents True >>> browser.open(browser.url+"/EditDocument") >>> browser.getControl(name='personCategory').value = ['Relative'] >>> browser.getControl(name='plomino_save').click() >>> browser.open(base_url+'/basic-example') >>> browser.getLink('All birthdays').click() >>> 'October 20' in browser.contents True
  • 25.     Thank you ● Questions ? ● Anybody interested in sprinting on Plomino ?
  • 26.     Makina Corpus For all questions related to Plomino, please contact Éric Bréhault eric.brehault@makina-corpus.com Tel : +33 950 463 703 www.makina-corpus.com

Editor's Notes

  1. Il manque : - une liste de produits/services fin 2007 - une price list pour fin 2007 - le taux de pénétration prévisionnel espéré par cibles pour fin 2008, - la rentabilité attendue d'ici fin fin 2008 - la définition, l'organisaiton et l'animation de la force de vente -