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Pragmatic Plone Projects

       PyCON –DE 2012
           Leipzig

           Andreas Jung
            ZOPYX Ltd.
   www.zopyx.com, info@zopyx.com
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 applications
   – Electronic Publishing
   – complex domain-specific applications
This talk is about

• practical hints surviving your next
  Plone project

• best practices

• lessons learned from our last
  larger Plone project
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 20 language combinations
weishaupt.de
weishaupt.de
weishaupt.de
weishaupt.de
weishaupt.de
Project constraints (1/3)

There is no real-world project with

• unlimited budget

• unlimited human resources

• unlimited time
Project constraints (2/3)

            Resources




   Budget               Time
Project constraints (3/3)

Conclusions

• usually impossible finding the
  „perfect“ solution

• the „perfect“ solution is „mission impossible“
Getting things done
• within a reasonable time-frame

• on budget

• with the available human resources
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)
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
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.
(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)
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
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)
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>
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
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>
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)
Keep your designer happy

   Implementing CSS styles
requires representative content



 http://localhost:8080/@@new-site?content=1
Auto-generated content
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
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
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.
Questions?

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Pragmatische Plone Projekte

  • 1. Pragmatic Plone Projects PyCON –DE 2012 Leipzig 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 applications – 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
  • 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 20 language combinations
  • 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.