customization: instructions for changing menus

Author: martinobersteiner

docs/customize/look-and-feel/img/communities-dashboard.png

@@ -0,0 +1,144 @@
+# Change Menus
+
+For navigation, InvenioRDM uses *menu*s. For example, one such menu is at the
+top of the dashboard shown to users on their personal page (with submenus
+*Uploads*, *Communities*, and *Requests*):
+![User's personal dashboard with three tabs labeled (left-to-right) "Uploads", "Communities", and "Requests"](./img/user-dashboard.png)
+Menus are configurable in the following ways:
+
+- which submenus to show
+- what title-text to show in those submenus
+- which endpoint to request when clicking them
+- how to dynamically show/hide them (e.g. depending on currently logged-in user)
+
+## Configurable Properties
+
+All submenus share the following properties.
+Properties of existing submenus can be overridden,
+properties of newly added submenus can be freely chosen.
+
+| Name           | Example values                       | Notes                                               |
+|----------------|--------------------------------------|-----------------------------------------------------|
+| `endpoint`     | `"invenio_app_rdm_users.uploads"`    | flask-endpoint requested when clicking this submenu |
+| `order`        | `1`, `2`, `10`, `-1`, `1.5`          | lower ordered submenus are shown further left       |
+| `text`         | `_("Uploads")`, `_("Communities")`   | title-text shown on submenus                        |
+| `visible_when` | `flask_menu.menu.CONDITION_TRUE`     | when to show this submenu<br />- must be of type `callable[[], bool]`<br />- `CONDITION_TRUE` is just a named `lambda: True`<br />- use `CONDITION_FALSE` to hide a submenu |
+| ...            | ...                                  | in addtion to the above properties, all arguments for `flask_menu.menu:MenuNode.register` are configurable |
+
+For an example consider the user-dashboard pictured above.
+Its *Uploads* submenu has the following default configuration:
+```python
+{
+    "endpoint": "invenio_app_rdm_users.uploads",
+    "order": 1,  # small number as to show this submenu left-most
+    "text": _("Uploads"),
+    "visible_when": flask_menu.menu.CONDITION_TRUE,  # always show this submenu
+    ...,  # advanced configuration properties omitted for brevity
+}
+```
+
+## Add new submenus to existing menu
+
+Existing menus can be extended by custom-configured submenus.
+To add a new submenu to an existing menu:
+
+1. get the name of the to-be-added-to menu from the [list of menus](#list-of-menus)  
+  For example, the user-dashboard is named `"dashboard"` (most names of menus/submenus are straightforward).
+2. write a function that registers the new submenu
+  ```python
+  # ext.py  # ext.py is commonly used, you may use another file though
+
+  from flask_menu import current_menu
+  from invenio_i18n import lazy_gettext as _  # for translations
+
+  def finalize_app():
+      # get the user-dashboard menu via its name "dashboard":
+      user_dashboard_menu = current_menu.submenu("dashboard")
+
+      # register a new submenu to the user-dashboard:
+      user_dashboard_menu.register(
+          "name-of-submenu",
+          endpoint="my_blueprint.my_endpoint",
+          order=4,  # the three already existing submenus have `order` 1 through 3
+          text=_("Title of new Submenu"),  # could also use an untranslated bare string
+          # note: could add other properties here, otherwise their default is used
+          # note: `visible_when` defaults to always visible
+      )
+
+      ...  # could .register more submenus here (or do so in another package)
+  ```
+3. have the endpoint `invenio_base.finalize_app` point at your function  
+  This will make your function be called at the app-finalization build-step.  
+  For example, when using setuptools' `setup.cfg` with your python-package, add:
+  ```ini
+  # setup.cfg
+
+  [options.entry_points]
+  invenio_base.finalize_app =
+      my_package_name = my_package_name.ext:finalize_app
+  ```
+
+!!! info "For entrypoints to take effect"
+    For entrypoint changes to be picked up, you will need to reinstall the python package.
+    *This is necessary even if the package is installed editably!*
+
+!!! info "Have you tried to turn it off and on again?"
+    After entrypoint changes were picked up,
+    you will further need to restart the server for changes to take effect:
+    ```shell
+    <CTRL+C>
+    invenio-cli run
+    ```
+
+## Modify existing submenus
+
+The defaults of submenus' properties are selectively overridable via config-variables.
+To modify an existing submenu's properties:
+
+1. find the name of the corresponding override-variable in the [list of menus](#list-of-menus)  
+  For example, the override-variable for the user-dashboard is named `USER_DASHBOARD_MENU_OVERRIDES`.
+2. find the name of the to-be-overridden submenu in that same [list of menus](#list-of-menus)  
+  For example, the user-dashboard has a submenu for communities.
+  This submenu is named (obviously enough) `"communities"`.
+3. add to your `invenio.cfg`:
+  ```python
+  # invenio.cfg
+
+  from flask_menu.menu import CONDITION_FALSE
+
+  USER_DASHBOARD_MENU_OVERRIDES = {
+      "communities": {
+          "visible_when": CONDITION_FALSE,
+          # other properties will be left unchanged
+      }
+      # other submenus will be left unchanged
+  }
+  ```
+
+The above example hides the *Communities* submenu from the user-dashboard menu
+by overriding its `visible_when` property.
+For other overridable properties see [configurable properties](#configurable-properties).
+
+!!! info "Have you tried to turn it off and on again?"
+    You will need to restart the server for changes to take effect:
+    ```shell
+    <CTRL+C>
+    invenio-cli run
+    ```
+
+!!! warning "On overriding user-added submenus: DON'T"
+    Currently, (sub)menu-overrides are adopted at app-finalization.
+    Users adding their own submenus (as described above) is also done at app-finalization.
+    Hence attempting to override submenus added by (other) users depends on
+    loading order of app-finalization entrypoints and might break anytime.
+
+## List of menus
+
+The following list of menus is non-exhaustive.
+Not all menus are overridable, but all menus can be extended by additional submenus.
+
+| Image | Description | Name of menu and its submenus | Name of override-variable |
+|-------|-------------|-------------------------------|---------------------------|
+| ![User's personal dashboard with three tabs labeled (left-to-right) "Uploads", "Communities", and "Requests"](./img/user-dashboard.png) | Dashboard on user's personal page | `"dashboard"`<br />├─`"uploads"`<br />├─`"communities"`<br /> └─`"requests"` | `USER_DASHBOARD_MENU_OVERRIDES` |
+| ![Communities dashboard with its 6 default tabs](./img/communities-dashboard.png) | Dashboard on communities page | `"communities"`<br />├─`"home"`<br />├─`"search"`<br />├─`"requests"`<br />├─`"submit"`<br />├─`"members"`<br />├─`"settings"`<br />├─`"curation_policy"`<br />└─`"about"` | No associated override-variable |
+| ![User-settings menu with its 5 default entries](./img/settings-menu.png) | User settings menu | `"settings"`<br />├─`"profile"`<br />├─`"change_password"`<br />├─`"security"`<br />├─`"notifications"`<br />├─`"oauthclient"`<br />└─`"applications"` | No associated override-variable |

docs/customize/look-and-feel/img/settings-menu.png

@@ -72,6 +72,7 @@ nav:
           - Change templates: "customize/look-and-feel/templates.md"
           - Change theme: "customize/look-and-feel/theme.md"
           - Change font: "customize/look-and-feel/font.md"
+          - Change menus: "customize/look-and-feel/menus.md"
       - Authentication: "customize/authentication.md"
       - Sending emails: "customize/emails.md"
       - Search: