Table of Contents for
Magento 2 - Build World-Class online stores

Version ebook / Retour

Cover image for bash Cookbook, 2nd Edition Magento 2 - Build World-Class online stores by Jonathan Bownds Published by Packt Publishing, 2017
  1. Cover
  2. Table of Contents
  3. Magento 2 - Build World-Class online stores
  4. Magento 2 - Build World-Class online stores
  5. Credits
  6. Preface
  7. 1. Module 1
  8. 1. Magento Fundamentals
  9. XAMPP installation
  10. Magento
  11. Summary
  12. 2. Magento 2.0 Features
  13. An introduction to the Magento order management system
  14. Magento 2.0 command-line configuration
  15. The command-line utility
  16. Summary
  17. 3. Working with Search Engine Optimization
  18. Store configuration
  19. SEO and searching
  20. SEO catalog configuration
  21. Google Analytics tracking code
  22. Optimizing Magento pages
  23. Summary
  24. 4. Magento 2.0 Theme Development – the Developers' Holy Grail
  25. Magento 2.0 theme structure
  26. The Magento Luma theme
  27. Magento theme inheritance
  28. CMS blocks and pages
  29. Custom variables
  30. Creating a basic Magento 2.0 theme
  31. Summary
  32. 5. Creating a Responsive Magento 2.0 Theme
  33. Composer – the PHP dependency manager
  34. Building the CompStore theme
  35. CSS preprocessing with LESS
  36. Applying new CSS to the CompStore theme
  37. Creating the CompStore logo
  38. Applying the theme
  39. Creating CompStore content
  40. Customizing Magento 2.0 templates
  41. Summary
  42. 6. Write Magento 2.0 Extensions – a Great Place to Go
  43. Using the Zend framework
  44. Magento 2.0 extension structure
  45. Developing your first Magento extension
  46. The Twitter REST API
  47. The TweetsAbout module structure
  48. Using TwitterOAuth to authenticate our extension
  49. Developing the module
  50. Summary
  51. 7. Go Mobile with Magento 2.0!
  52. Adjusting the CompStore theme for mobile devices
  53. The Magento 2.0 responsive design
  54. The Magento UI
  55. Implementing a new CSS mixin media query
  56. Adjusting tweets about extensions for mobile devices
  57. Summary
  58. 8. Speeding up Your Magento 2.0
  59. Indexing and caching Magento
  60. Indexing and re-indexing data
  61. The Magento cron job
  62. Caching
  63. Fine-tuning the Magento hosting server
  64. Selecting the right Magento hosting service
  65. Apache web server deflation
  66. Enabling the expires header
  67. Minifying scripts
  68. Summary
  69. 9. Improving Your Magento Skills
  70. Magento knowledge center
  71. Improving your Magento skills
  72. Summary
  73. 2. Module 2
  74. 1. Magento 2 System Tools
  75. Installing Magento 2 sample data via GUI
  76. Installing Magento 2 sample data via the command line
  77. Managing Magento 2 indexes via the command line
  78. Managing Magento 2 cache via the command line
  79. Managing Magento 2 backup via the command line
  80. Managing Magento 2 set mode (MAGE_MODE)
  81. Transferring your Magento 1 database to Magento 2
  82. 2. Enabling Performance in Magento 2
  83. Configuring Redis for backend cache
  84. Configuring Memcached for session caching
  85. Configuring Varnish as the Full Page Cache
  86. Configuring Magento 2 with CloudFlare
  87. Configuring optimized images in Magento 2
  88. Configuring Magento 2 with HTTP/2
  89. Configuring Magento 2 performance testing
  90. 3. Creating Catalogs and Categories
  91. Create a Root Catalog
  92. Create subcategories
  93. Manage attribute sets
  94. Create products
  95. Manage products in a catalog grid
  96. 4. Managing Your Store
  97. Creating shipping and tax rules
  98. Managing customer groups
  99. Configuring inventories
  100. Configuring currency rates
  101. Managing advanced pricing
  102. 5. Creating Magento 2 Extensions – the Basics
  103. Initializing extension basics
  104. Working with database models
  105. Creating tables using setup scripts
  106. Creating a web route and controller to display data
  107. Creating system configuration fields
  108. Creating a backend data grid
  109. Creating a backend form to add/edit data
  110. 6. Creating Magento 2 Extensions – Advanced
  111. Using dependency injection to pass classes to your own class
  112. Modifying functions with the use of plugins – Interception
  113. Creating your own XML module configuration file
  114. Creating your own product type
  115. Working with service layers/contracts
  116. Creating a Magento CLI command option
  117. 3. Module 3
  118. 1. Planning for Magento
  119. Technical considerations
  120. Global-Website-Store methodology
  121. Planning for multiple stores
  122. Summary
  123. 2. Managing Products
  124. Managing products the customer focused way
  125. Creating products
  126. Managing inventory
  127. Pricing tools
  128. Autosettings
  129. Related products, up-sells, and cross-sells
  130. Importing products
  131. Summary
  132. 3. Designs and Themes
  133. The concept of theme inheritance
  134. Default installation of design packages and themes
  135. Installing third-party themes
  136. Inline translations
  137. Working with theme variants
  138. Customizing themes
  139. Customizing layouts
  140. Summary
  141. 4. Configuring to Sell
  142. Payment methods
  143. Shipping methods
  144. Managing taxes
  145. Transactional e-mails
  146. Summary
  147. 5. Managing Non-Product Content
  148. Summary
  149. 6. Marketing Tools
  150. Promotions
  151. Newsletters
  152. Using sitemaps
  153. Optimizing for search engines
  154. Summary
  155. 7. Extending Magento
  156. The new Magento module architecture
  157. Extending Magento functionality with Magento plugins
  158. Building your own extensions
  159. Summary
  160. 8. Optimizing Magento
  161. Indexing and caching
  162. Caching in Magento 2 – not just FPC
  163. Tuning your server for speed
  164. Summary
  165. 9. Advanced Techniques
  166. Version control
  167. Magento cron
  168. Backing up your database
  169. Upgrading Magento
  170. Summary
  171. 10. Pre-Launch Checklist
  172. System configurations
  173. Design configurations
  174. Search engine optimization
  175. Sales configurations
  176. Product configurations
  177. Maintenance configurations
  178. Summary
  179. Index

Customizing layouts

Page layouts in Magento are managed by XML files that control how the various components on a page are to be assembled. Think of layout files as the blueprints of your site, in that they contain the instructions that direct how various content blocks and template files are combined to produce the structural blocks that define the final output.

Blocks are elements in Magento that are responsible for rendering a discreet piece of content to the page. For example, a product display, category list, user login area, all would likely have their own blocks. These blocks in turn reference template files to generate the HTML for any given area.

Let's take a visual look at how structural blocks and content blocks are combined on a typical page, by analyzing a category page captured from our sample data default installation:

Customizing layouts

Now, let's look at this page with the structural blocks and content blocks shown inline:

Customizing layouts

To enable a view like this, that shows which blocks are being rendered on a page, you can visit Stores | Configuration | Advanced | Developer and enable template hints in the debug section:

Customizing layouts

Enabling template path hints in Debug section

Note

Another less cluttered way to view which blocks and templates are included in any given page is to install the commerce bug extension for Magento 2.0. The extension was written by the exceptional Alan Storm, and can be found here: http://store.pulsestorm.net/products/commerce-bug-3/. As you can see in the following screenshot, the tabular section at the bottom of the page provides a much cleaner account of the blocks and templates being used on a page. If you plan to do any significant work with Magento 2 theming, this extension is well worth its cost.

Customizing layouts

Expertly controlling layouts

Magento newcomers, particularly designers, feel a bit lost among the many layout and template files that comprise a Magento theme. However, with a bit of study (this book!) and adherence to a few best practices, anyone can become a Magento design aficionado.

First, keep in mind the concept of the Magento fallback method we previously covered. Layouts are dictated by the most forward layer. This means that if the chosen theme lacks a needed layout or template file, Magento will look into the default directory for the design package, then into the blank theme where, unless you've been naughty and changed anything, Magento will at last find any missing components.

As a designer, this means that you can change layout structures and blocks by creating or editing files within your theme directory, and focus on overriding any base theme behaviors. In short, a theme only has to have only those components that are different from the base design package.

I want to emphasize the enormity of this concept. When I wear my designer's hat, I don't have to replicate all the many layout and template files when creating a theme; I only have to include those most likely few files that will define the delta or difference between the base package and my new theme.

Note

This more robust fallback method (when compared to previous Magento versions) has not been completely absorbed by third-party theme producers. You may find some themes that have many files that really define no difference from the base package. This practice does not conform to Magento's best practices, as it can cause core Magento updates to not be properly reflected in the theme files. In general, we look for themes structures—whether third-party or home-grown—to add only those files necessary to provide the differences between the default layouts and the customized design.

When looking for a file to edit for your intended change, first look into your theme directory. If the file is not there, look to the parent or blank theme directories. If you find the file there, copy it into the same relative position within your theme directory.

Layout files control the various Magento modules, such as Sales, Customers, and Catalog, by using a layout XML file defining their structural blocks, content blocks, and functional components. Page layouts can be located in one of two spots:

  • For module page layouts, you'll find them in the <module_dir>/view/frontend/page_layout directory:
  • In the case of layouts specific to a theme, you'll find them in the <theme_dir>/<Namespace>_<Module>/page_layout directory:

Now, here's where it may get just a bit complex: each layout file contains Layout Handles, groups of block definitions that generally correspond with a type of page produced by Magento. Handles fall into three categories:

  • The first is the page type layout handle, which corresponds to the controller actions. An example of this might be catalog_product_view.
  • The second type of layout handle is the page layout handle. The page layout handle refers to identifiers of specific pages and corresponds to controller actions with arguments that specify particular pages, like catalog_product_view_type_simple_id_128.
  • The third and most common type of handle is an arbitrary handle, which doesn't correspond to any page type but can be included by other blocks or containers.

To get a better understanding of handles, let's review an example handle. This is a handle from /layout/catalog_category_view_type_default.xml.

<page xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="urn:magento:framework:View/Layout/etc/page_configuration.xsd">
    <body>
        <referenceContainer name="sidebar.main">
            <block class="Magento\Catalog\Block\Navigation" name="catalog.leftnav" before="-" template="navigation/left.phtml"/>
        </referenceContainer>
    </body>
</page>

From this code snippet, we can find out quite a bit about what it does to affect your layout:

<referenceContainer> tells us in what container the enclosed content is to be defined. For example, <referenceContainer name="footer_links"> suggests that the output generated by the enclosed code will be placed within a block defined elsewhere as footer_links. We can use these references to modify where various elements may appear on a page, as we will explore a little later in this chapter.

As you look within each <referenceContainer> or <referenceBlock> tag, you'll typically find a <block> tag and corresponding <argument> tags. Here's the block reference from the preceding handle:

<block class="Magento\Catalog\Block\Navigation" name="catalog.leftnav" before="-" template="navigation/left.phtml"/>

Note

While it may appear to be a bit "inside-out", it is the <block> tag we are most interested in. The <block> defines the content. The <referenceBlock> tag merely designates where the content block is to be placed. We can change the <referenceBlock> tag without affecting the output of the content block.

The <block> tag also specifies a template file, in this case left.phtml that contains the HTML and PHP code defining the visual output for this block (not all blocks have related .phtml files, though).

The attributes for the <block> tag include:

  • type: Defines the functional purpose of the block. Do not modify this.
  • name: Used by other blocks as a reference to which the block is to be assigned.
  • before and after: this attribute can be used to position the block before or after other referenced blocks that will be placed within the same referenced block. before="-" and after="-" position the block at the very top or very bottom of the referenced block.
  • template: calls the template file that supplies the output functionality of the block.
  • action: a subordinate tag that controls functionality, such as setting values, loading or unloading JavaScript, and more.
  • as: the name which is used by templates to call the block. For example, getChildHtml('left.permanent.callout') would include the block within the template file.

Note

It's important to remember that like all XML tags, <block> tags must be closed. That is, the tag must either be matched with </block> or, where there are no child tags, closed with />, such as in <block name="call-out" />

Using the reference tag to relocate blocks

In our previous example, the graphic callout defined by the catalog.leftnav block was designed to be placed within the left structural block, not by the name of the block, but rather by the <referenceBlock name="left"> tag. The block could be named just about anything; it's the reference tag that dictates into which structural block on the page the block will be rendered.

If we wanted this block to be positioned within the right structural block, we simply change the reference tag to <referenceBlock name="right">. By using reference tags, we can position our content blocks into the general areas of the page. To refine the placement, we can use the block attributes of before and after, or call the block from within a template file using the as attribute.

Customizing the default layout file

Up to this point, we've discussed how, by copying and modifying a few files for your theme, you can change the appearance of various blocks within your layout file. This often-overlooked feature is perhaps one of the most powerful layout tools in your arsenal.

By creating a file called default.xml and placing it within the corresponding module directory of your theme, you can alter your layout by turning off any blocks defined by the base package default.xml file. In other words, if you don't need or want a specific block, you can simply tell Magento to ignore it or, in Magento-ese, remove it. You can also use the default layout file to reposition blocks (as we described previously) or re-define specific handles. In short, it's a great way to make changes to your layouts without having to get deep into the various layout files we discussed earlier.

The first step is to create a default.xml file, if one doesn't already exist, and place it within the /app/design/frontend/[design package]/[design theme]/[module name]/view/frontend/layout/ directory. Add the following code to this text file:

<?xml version="1.0" ?>
<page>
  <!-- Put block overrides here -->
</page>

Within this small collection of code, you can add blocks and handles, as well as specialized statements. For example, to remove the callout block with which we have been working, add the following code between the <page> and </page> tags of your default.xml file:

<remove name="[block_name]" />

Just like that, the block is no longer appearing on your site.

The scope of possibilities for using the default layout file is quite extensive. As you begin exploring the use of this file, I would offer the following advice:

  • Use the <remove> tag to completely disable blocks rather than removing them from layout files. If you don't have any other use for the layout file that contains the block, then you won't even have the need to copy it from the base package into your theme.
  • Use <action method="unsetChild"> to simply disable the block from the current layout, but allow it to be used in another position.
  • If you want to modify a block or handle, copy it from the base package layout file and paste it into your default.xml file. Then make the changes you want to make. Again, this negates the need for replicating layout files, and it gives you a much quicker ability to make modifications and test them to see if they are behaving as you expected.