Advanced Open Atrium customization

Make your Open Atrium behave as you want, the code-driven way

Open Atrium comes, out of the box, with a rather complete set of features which allow to bootstrap a functional intranet solution in a few minutes. Still, to be actually usable in a real life context, an Open Atrium installation must be adapted to each organization's needs and structure.

In this article we will learn how to customize an Open Atrium installation in a code-driven fashion, without hacking its core and making sure that an upgrade to a newer version will not swipe away our valuable changes; we will cover:

How to add custom user profile fields;
How to override Atrium's core configuration;
How to create custom group types.

For a smooth reading you should be familiar with Features and Exportables concepts. If you are not, just check out our Code Drive Development blog post series.

1. How to add custom user profile fields

One of the greatest changes introduced with the Features module 1.0 stable release is that, when exporting, you can actually decouple CCK fields definition from the node type they belong to, or in other words: CCK fields and node type can be exported to different features.

As a direct consequence of this approach we can store our custom user profile fields in a feature (call it custom_profile) that extends the Atrium's core atrium_profile. Let's have a look to its .info file:

core = "6.x" dependencies[] = "features" dependencies[] = "text" description = "Custom profile feature." features[content][] = "profile-field_profile_city" features[content][] = "profile-field_profile_country" name = "Custom Profile" package = "Features" project = "custom_profile" version = "6.x-1.0"

This makes sure that, when Open Atrium will be upgraded, we will still find our custom fields (namely "City" and "Country") since they belong to the custom_profile feature.

2. How to override Atrium's core configuration

The Features module exposes several hooks that alter the default settings of exported components, like variables, permissions, contexts, spaces, etc... A correct use of these hooks makes it possible to safely override default component settings being sure that they will not get lost after an Atrium core upgrade.

Let's say we want to change the system's default user picture: Open Atrium stores it into a variable, so all we need to do is to implement hook_strongarm_alter() and override its value:

<?php /** * Implementation of hook_strongarm_alter() */ function custom_profile_strongarm_alter(&$items) {   if (isset($items['user_picture_default'])) {     $items['user_picture_default']->value = 'sites/all/themes/custom/user.png';   } } ?>

After clearing the cache we will see our new user picture appearing everywhere on the site. Same goes for the default blocks we have on the dashboard of a newly created group: we can choose, for example, to replace the "Welcome" video with the "Latest discussion" block. Here is how to do that:

<?php /** * Implementation of hook_spaces_presets_alter() */ function custom_group_spaces_presets_alter(&$items) {   // Store a reference to our target block section.   $blocks = &$items['atrium_groups_private']->value['context']['spaces_dashboard-custom-1:reaction:block']['blocks'];     // Remove "Welcome" block.   unset($blocks['atrium-welcome_member']);   // Add "Latest discussions" block.   $blocks['views-blog_listing-block_1'] = array(     'module' => 'views',     'delta' => 'blog_listing-block_2',     'region' => 'content',     'weight' => 1,   ); } ?>

After clearing the cache all new groups (and those that didn't have their dashboard customized by an user) will inherit the new settings. If we now have a look at our features status we'll see that several Atrium core features have been marked as "Overridden":

$ drush features Name                 Feature              Status    State        Atrium               atrium               Enabled   Overridden   Atrium Activity      atrium_activity      Enabled                Atrium Blog          atrium_blog          Enabled      Atrium Notebook      atrium_book          Enabled                Atrium Calendar      atrium_calendar      Enabled                Atrium Case Tracker  atrium_casetracker   Enabled                Atrium Groups        atrium_groups        Enabled   Overridden   Atrium Members       atrium_members       Enabled   Overridden   Atrium News          atrium_news          Enabled                Atrium Pages         atrium_pages         Enabled                Atrium Profile       atrium_profile       Enabled

This is a totally safe situation since your configuration has been altered via code, thus it is 100% upgrade-safe. To learn more about altering default hook have a look at Feature's feature.api.php file.

3. How to create custom group types

In the example above we learnt how to replace a block in the default "Private group" space preset. What if we need a completely new group type, with custom features and specific configurations, something that we cannot really map into one of the two group types ("Public group" and "Private group") provided by Open Atrium? Easy, we just need to provide a custom space preset that describes the kind of group we need.

For example: we want to have a "Portal group" which will be used as the public website of our organization, it will have news and static pages and it must look slightly different than the intranet. The Spaces module is powerful enough to allow you to turn each group into a completely different website, customizing settings, menus, theme, etc...

To do that, we start by cloning the "Controlled group" space preset into our new "Portal group" preset. We then export it to a new feature called atrium_portal, having an .info file similar to:

core = "6.x" dependencies[] = "atrium_news" dependencies[] = "atrium_pages" dependencies[] = "context" dependencies[] = "menu" dependencies[] = "spaces" features[context][] = "layout_portal" features[ctools][] = "context:context:3" features[ctools][] = "spaces:spaces:3" features[menu_custom][] = "menu-portal" features[menu_links][] = "menu-portal:calendar" features[menu_links][] = "menu-portal:dashboard" features[spaces_presets][] = "atrium_portal" name = "atrium_portal" package = "Features"

As you might have noticed, the file contains a dependence on two features that are not part of the Open Atrium core: atrium_news and atrium_pages, which respectively add news publishing and usual static pages to our new portal.

So let's have now a closer look at the heart of this feature, the atrium_portal Spaces preset;

<?php /** * Implementation of hook_spaces_presets(). */ function atrium_portal_spaces_presets() {   $export = array();   $spaces_presets = new stdClass;   $spaces_presets->disabled = FALSE;   $spaces_presets->api_version = 3;   $spaces_presets->name = 'atrium_portal';   $spaces_presets->title = 'Portal group';   $spaces_presets->description = 'Turn a group into a public portal. All users may view public content from this group. Users must request to join this group.';   $spaces_presets->space_type = 'og';   $spaces_presets->value = array(     'variable' => array(       'spaces_og_selective' => '1',       'spaces_og_register' => 0,       'spaces_og_directory' => 0,       'spaces_og_private' => 0,       'spaces_features' => array(         'atrium_blog' => '0',         'atrium_book' => '0',         'atrium_calendar' => '1',         'atrium_casetracker' => '0',         'atrium_members' => '1',         'atrium_news' => '1',         'atrium_pages' => '1',         'atrium_shoutbox' => '0',         'spaces_dashboard' => '1',       ),       'spaces_setting_home' => 'dashboard',       'site_frontpage' => 'dashboard',       'menu_primary_links_source' => 'menu-portal',       'menu_default_node_menu' => 'menu-portal',       'designkit_color' => array(         'background' => '#3399aa',       ),       'designkit_image' => array(         'logo' => 0,       ),     ),     'context' => array(       'spaces_dashboard-custom-1:reaction:block' => array(         'blocks' => array(           'views-atrium_news-block_3' => array(             'module' => 'views',             'delta' => 'atrium_news-block_3',             'region' => 'content',             'weight' => 0,           ),           'views-calendar_listing-block_1' => array(             'module' => 'views',             'delta' => 'calendar_listing-block_1',             'region' => 'right',             'weight' => 0,           ),         ),       ),       'spaces_dashboard-custom-2:reaction:block' => array(         'blocks' => array(),       ),       'spaces_dashboard-custom-3:reaction:block' => array(         'blocks' => array(),       ),       'spaces_dashboard-custom-4:reaction:block' => array(         'blocks' => array(),       ),       'spaces_dashboard-custom-5:reaction:block' => array(         'blocks' => array(),       ),     ),   );   // Translatables   // Included for use with string extractors like potx.   t('Portal group');   t('Turn a group into a public portal. All users may view public content from this group. Users must request to join this group.');   $export['atrium_portal'] = $spaces_presets;   return $export; } ?>

The first important customization is the set of features we are enabling for our new Portal preset. Since the set of features available to each group is stored into the spaces_features variable the Spaces module can override its value when we are browsing a Portal group. Here what we have enabled:

<?php ... 'spaces_features' => array(   'atrium_blog' => '0',   'atrium_book' => '0',   'atrium_calendar' => '1',   'atrium_casetracker' => '0',   'atrium_members' => '0',   'atrium_news' => '1',   'atrium_pages' => '1',   'atrium_shoutbox' => '0',   'spaces_dashboard' => '1', ), ... ?>

This is generally true with all those settings that are stored into variables, like default theme, primary links menu, default user picture, etc...

With a space preset we can also override the default block settings of the Open Atrium dashbaord. For example, for our Portal we want to show a news block on the content region and a calendar with the latest events on the right sidebar region. Here is how to do that:

<?php ... 'context' => array(   'spaces_dashboard-custom-1:reaction:block' => array(     'blocks' => array(       'views-atrium_news-block_3' => array(         'module' => 'views',         'delta' => 'atrium_news-block_3',         'region' => 'content',         'weight' => 0,       ),       'views-calendar_listing-block_1' => array(         'module' => 'views',         'delta' => 'calendar_listing-block_1',         'region' => 'right',         'weight' => 0,       ),     ),   ), ... ?>

With this simple space preset we can actually turn an Open Atrium group into a real public portal for our organization.

A different way to look at Open Atrium

A stable code-driven customization joint to the powerful Spaces module could push Open Atrium much far behind its original private-intranet. This great distribution, in fact, can be seen as a versatile platform that can answer to the most diverse needs of an organization providing, for example, groups that can be turn into full featured public portals or used to organize events, etc... With the right customization each group could also be heavily customizable, letting the administrator to completely change their look and feel to serve the most different purposes.

If you are interested in learning more about the topic covered in this blog post you can check out our Drupal Con Chicago 2011 session proposal here.

Tags: Code Driven DevelopmentDrupal PlanetDrupalConOpen Atrium

Original Article:

Advanced Open Atrium customization