Changes between Version 2 and Version 3 of TracInterfaceCustomization


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Timestamp:
25 Jan 2017, 21:56:44 (11 months ago)
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trac
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  • TracInterfaceCustomization

    v2 v3  
    1 = Customizing the Trac Interface =
     1= Customizing the Trac Interface
    22[[TracGuideToc]]
     3[[PageOutline(2-5,Contents,pullout)]]
    34
    4 == Introduction ==
    5 This page is meant to give users suggestions on how they can customize the look of Trac.  Topics on this page cover editing the HTML templates and CSS files, but not the program code itself.  The topics are intended to show users how they can modify the look of Trac to meet their specific needs.  Suggestions for changes to Trac's interface applicable to all users should be filed as tickets, not listed on this page.
     5This page gives suggestions on how to customize the look of Trac. Topics include editing the HTML templates and CSS files, but not the program code itself. The topics show users how they can modify the look of Trac to meet their specific needs. Suggestions for changes to Trac's interface applicable to all users should be filed as tickets, not listed on this page.
    66
    7 == Project Logo and Icon ==
    8 The easiest parts of the Trac interface to customize are the logo and the site icon.  Both of these can be configured with settings in [wiki:TracIni trac.ini].
     7== Project Logo and Icon
     8The easiest parts of the Trac interface to customize are the logo and the site icon. Both of these can be configured with settings in [wiki:TracIni trac.ini].
    99
    10 The 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'')
     10The 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.''
     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.
    1313
    1414Now configure the appropriate section of your [wiki:TracIni trac.ini]:
    1515
    16 === Logo ===
    17 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 (the Trac chrome handler uses "`site/`" for files within the project directory `htdocs` and "`common/`" for the common ones).
     16=== Logo
     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 `htdocs` directory belonging to a Trac installation. Note that 'site/' is not a placeholder for your project name, it is the literal prefix that should be used. For example, if your project is named 'sandbox', and the image file is 'red_logo.gif' then the 'src' setting would be 'site/red_logo.gif', not 'sandbox/red_logo.gif'.
    1818
    19 {{{
     19{{{#!ini
    2020[header_logo]
    2121src = site/my_logo.gif
     
    2525}}}
    2626
    27 === Icon ===
    28 Icons should be a 16x16 image in `.gif` or `.ico` format.  Change the `icon` setting to `site/` followed by the name of your icon file.  Icons will typically be displayed by your web browser next to the site's URL and in the `Bookmarks` menu.
     27=== Icon
     28Icons are small images displayed by your web browser next to the site's URL and in the `Bookmarks` menu. Icons should be a 32x32 image in `.gif` or `.ico` format. Change the `icon` setting to `site/` followed by the name of your icon file:
    2929
    30 {{{
     30{{{#!ini
    3131[project]
    3232icon = site/my_icon.ico
    3333}}}
    3434
    35 Note though that this icon is ignored by Internet Explorer, which only accepts a file named ``favicon.ico`` at the root of the host. To make the project icon work in both IE and other browsers, you can store the icon in the document root of the host, and reference it from ``trac.ini`` as follows:
     35== Custom Navigation Entries
     36The 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.
    3637
    37 {{{
    38 [project]
    39 icon = /favicon.ico
    40 }}}
    41 
    42 Should your browser have issues with your favicon showing up in the address bar, you may put a "?" (less the quotation marks) after your favicon file extension.
    43 
    44 {{{
    45 [project]
    46 icon = /favicon.ico?
    47 }}}
    48 
    49 == Custom Navigation Entries ==
    50 The 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).
    51 
    52 In 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 .
    53 {{{
     38In 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:
     39{{{#!ini
    5440[mainnav]
    5541wiki.label = Home
     
    6248See also TracNavigation for a more detailed explanation of the mainnav and metanav terms.
    6349
    64 == Site Appearance == #SiteAppearance
     50== Site Appearance #SiteAppearance
    6551
    66 Trac 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.
     52Trac is using [http://genshi.edgewall.org Genshi] as the templating engine. Say you want to add a link to a custom stylesheet, and then your own header and footer. Save the following content as `site.html` inside your projects `templates/` directory (each Trac project can have their own `site.html`), eg `/path/to/env/templates/site.html`:
    6753
    68 Say you want to add a link to a custom stylesheet, and then your own
    69 header 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}}}:
    70 
    71 {{{
    72 #!xml
     54{{{#!xml
    7355<html xmlns="http://www.w3.org/1999/xhtml"
    7456      xmlns:py="http://genshi.edgewall.org/"
     
    7860  <head py:match="head" py:attrs="select('@*')">
    7961    ${select('*|comment()|text()')}
    80     <link rel="stylesheet" type="text/css"
    81           href="${href.chrome('site/style.css')}" />
     62    <link rel="stylesheet" href="${href.chrome('site/style.css')}" />
    8263  </head>
    8364
     
    9879}}}
    9980
    100 Those 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.
     81Notice that XSLT bears some similarities with Genshi templates. However, there are some Trac specific features, for example the `${href.chrome('site/style.css')}` attribute references `style.css` in the environment's `htdocs/` directory. In a similar fashion `${chrome.htdocs_location}` is used to specify the common `htdocs/` directory belonging to a Trac installation. That latter location can however be overriden using the [[TracIni#trac-section|[trac] htdocs_location]] configuration setting.
    10182
    102 `site.html` is one file to contain all your modifications. It usually works by the py:match (element or 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
    103 and modify them.
     83`site.html` is one file to contain all your modifications. It usually works using the `py:match` directive (element or 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 and modify them.
    10484See [http://groups.google.com/group/trac-users/browse_thread/thread/70487fb2c406c937/ this thread] for a detailed explanation of the above example `site.html`.
    105 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.
     85A `site.html` can contain any number of such `py:match` sections for whatever you need to modify. This is all Genshi, so the [http://genshi.edgewall.org/wiki/Documentation/xml-templates.html docs on the exact syntax] can be found there.
    10686
     87Example snippet of adding introduction text to the new ticket form (but not shown during preview):
    10788
    108 Example snippet of adding introduction text to the new ticket form (hide when preview):
    109 
    110 {{{
    111 #!xml
     89{{{#!xml
    11290<form py:match="div[@id='content' and @class='ticket']/form" py:attrs="select('@*')">
    113   <py:if test="req.environ['PATH_INFO'] == '/newticket' and (not 'preview' in req.args)">
     91  <py:if test="req.path_info == '/newticket' and (not 'preview' in req.args)">
    11492    <p>Please make sure to search for existing tickets before reporting a new one!</p>
    11593  </py:if>
     
    11896}}}
    11997
    120 This 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.
     98This example illustrates a technique of using `req.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.path_info == '/timeline'` condition in `<py:if>` test.
    12199
    122100More examples snippets for `site.html` can be found at [trac:wiki:CookBook/SiteHtml CookBook/SiteHtml].
     
    124102Example snippets for `style.css` can be found at [trac:wiki:CookBook/SiteStyleCss CookBook/SiteStyleCss].
    125103
    126 If 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:
    127 {{{
    128 #!xml
    129 <form py:match="div[@id='content' and @class='ticket']/form" py:attrs="select('@*')"
    130         xmlns:xi="http://www.w3.org/2001/XInclude">
    131   <py:if test="req.environ['PATH_INFO'] == '/newticket' and (not 'preview' in req.args)">
    132     <xi:include href="site_newticket.cs"><xi:fallback /></xi:include>
    133   </py:if>
    134   ${select('*')}
    135 </form>
    136 }}}
     104Note that the `site.html`, despite its name, can be put in a shared templates directory, see the [[TracIni#inherit-section|[inherit] templates_dir]] option. This could provide easier maintainence as one new global `site.html` file can be made to include any existing header, footer and newticket snippets.
    137105
    138 Also 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.
     106== Project List #ProjectList
    139107
    140 == Project List == #ProjectList
     108You can use a custom Genshi template to display the list of projects if you are using Trac with multiple projects.
    141109
    142 You can use a custom Genshi template to display the list of projects if you are using Trac with multiple projects. 
     110The 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:
    143111
    144 The 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.
    145 
    146 {{{
    147 #!text/html
     112{{{#!text/html
    148113<!DOCTYPE html
    149114    PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN"
     
    170135}}}
    171136
    172 Once 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):
     137Once you've created your custom template you will need to configure the webserver to tell Trac where the template is located:
     138
     139For [wiki:TracModWSGI mod_wsgi]:
     140{{{#!python
     141os.environ['TRAC_ENV_INDEX_TEMPLATE'] = '/path/to/template.html'
     142}}}
    173143
    174144For [wiki:TracFastCgi FastCGI]:
    175 {{{
     145{{{#!apache
    176146FastCgiConfig -initial-env TRAC_ENV_PARENT_DIR=/parent/dir/of/projects \
    177147              -initial-env TRAC_ENV_INDEX_TEMPLATE=/path/to/template
     
    179149
    180150For [wiki:TracModPython mod_python]:
    181 {{{
     151{{{#!apache
    182152PythonOption TracEnvParentDir /parent/dir/of/projects
    183153PythonOption TracEnvIndexTemplate /path/to/template
     
    185155
    186156For [wiki:TracCgi CGI]:
    187 {{{
     157{{{#!apache
    188158SetEnv TRAC_ENV_INDEX_TEMPLATE /path/to/template
    189159}}}
    190160
    191161For [wiki:TracStandalone], you'll need to set up the `TRAC_ENV_INDEX_TEMPLATE` environment variable in the shell used to launch tracd:
    192  - Unix
    193    {{{
    194 #!sh
     162 - Unix:
     163   {{{#!sh
    195164$ export TRAC_ENV_INDEX_TEMPLATE=/path/to/template
    196165   }}}
    197  - Windows
    198    {{{
    199 #!sh
     166 - Windows:
     167   {{{#!sh
    200168$ set TRAC_ENV_INDEX_TEMPLATE=/path/to/template
    201169   }}}
    202170
    203 == Project Templates ==
     171== Project Templates
    204172
    205 The 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.
     173The appearance of each individual Trac environment, ie instance of a project, can be customized independently of other projects, even those hosted on the same server. The recommended way is to use a `site.html` template whenever possible, see [#SiteAppearance]. 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.
    206174
    207 With 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.
     175With that word of caution, any Trac template may be copied and customized. The default Trac templates are located inside the installed Trac egg, such as `/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.
    208176
    209 However, 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:
     177However, do not edit templates or site resources inside the Trac egg. Reinstalling Trac overwrites your modifications. Instead use one of these alternatives:
    210178 * For a modification to one project only, copy the template to project `templates` directory.
    211  * 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.
     179 * 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.
    212180
    213181Trac resolves requests for a template by first looking inside the project, then in any inherited templates location, and finally inside the Trac egg.
    214182
    215 Trac caches templates in memory by default to improve performance. To apply a template you need to restart the server.
     183Trac caches templates in memory by default to improve performance. To apply a template you need to restart the web server.
     184
    216185----
    217186See also TracGuide, TracIni