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Merge pull request #1929 from fralau/master
Add reference page for variables and macros (#1917)
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docs/reference/variables-macros.md
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---
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template: overrides/main.html
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---
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# Variables and Macros
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The power of the Markdown language comes from its simplicity and
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visual clarity. Its downside is that it far more limited than HTML.
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That is the reason why Markdown extensions have been developed,
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such as [Footnotes](../Footnotes) or [Admonition](../Admonition)
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(for notes and tips).
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Sometimes, however, one wishes to add more customization
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to Markdown pages, to perform tasks that are
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specific to the documentation project.
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This is the purpose of **variables** and **macros**, provided
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by the [macros plugin](https://github.com/fralau/mkdocs_macros_plugin).
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!!! Note "Example"
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```
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The unit price of product A is {{ unit_price }} EUR.
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The sale price of {{ no }} units is {{ price(no, unit_price) }} EUR.
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```
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If you defined a variable `no`w with a value of 50,
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a variable `unit_price` with a value of 10,
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and a macro `price()` (which multiplies the two), this could translate into:
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```
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The unit price of product A is 10.00 EUR,
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and the sale price of 50 units is 500.00 EUR.
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```
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Those who have used **wikis** engines (user-editable websites)
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in the past are probably already familiar with those notions.
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!!!Tip
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You may also use this
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plugin to add **buttons** or other advanced functionality
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(e.g. pulling data from a database) that is ordinarily
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not provided by Markdown or one of its extensions.
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## Configuration
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The [macros plugin](https://github.com/fralau/mkdocs_macros_plugin)
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makes it easier for contributors of an MkDocs website to produce richer and more beautiful pages. It enriches pages with calls to variables and macros.
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!!! Note
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This plugin has been tested to work with the **Material** theme.
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It is also compatible with most other themes.
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See the [installations instructions](https://mkdocs-macros-plugin.readthedocs.io/en/latest/#installation) for the plugin.
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In order to make it work with your MkDocs project,
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declare it in the config file:
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```yaml
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plugins:
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- search
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- macros
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```
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!!!Tip
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The recommended way to check that the plugin works properly is to add the following line in one of the pages of your site
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(typically `index.md`):
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```
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{{ macros_info() }}
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```
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If the plugin is properly installed, this will display
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a test page with lots of information, especially predefined
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variables and macros.
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## Usage
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### Variables
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**Variables** are names with an attached value
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(Markdown, HTML, ...), which can be reused anywhere in the pages.
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Changing the value of the variable, will
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change the text displayed, in all markdown pages
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where this variable is called; this is useful for consistency.
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#### Predefined Variables
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With the macros plugin, a large set of predefined variables
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are available out of the box, e.g. :
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Example | Description
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--- | ---
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`{{ config.site_name }}` | main title of the website
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`{{ environment.system }}`| name of the OS
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`{{ page.title }}` | title of the page
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`{{ git.short_commit}} ({{ git.date}}) by {{ git.author}}` | **git information** (if applicable)
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!!! Tip "Discoverability"
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To explore the possibilities, just insert the
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following code into one of the Markdown pages:
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```
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{{ macros_info() }}
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```
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#### Defining Variables
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All variables defined under `extra` in your config file become
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available:
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```yaml
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extra:
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price: 12.50
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company:
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name: Acme
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address: ....
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website: www.acme.com
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```
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This becomes available as, e.g.:
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```html
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The price of the product is {{ price }}.
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See [more information on the website]({{ company.website }}).
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See <a href="{{ company.website }}">more information on the website</a>.
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```
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### Macros
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**Macros** are Python functions that return a value (Markdown, HTML...)
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which depends on something else.
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A macro may have arguments,
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or depend on conditions that change every time MkDocs
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is run again (e.g. time or version number, etc.).
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Writing a macro is very easy: it requires only basic knowledge of Python,
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and clear idea of what string result (Markdown, HTML, ...)
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you want to produce.
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!!! Note
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In principle the result must be a string,
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but it could be _any type or class_
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as long it is translatable into a string.
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#### Location of the Macros' Code
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By default, your macros are defined in a `main.py` file,
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which is located in website's project directory
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(generally beside the `mkdocs.yml` file).
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You may [change that location and name](https://mkdocs-macros-plugin.readthedocs.io/en/latest/python/#location-of-the-module).
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#### Example 1: Arithmetics
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Imagine you want to calculate the cost of a batch, with
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the unit price and the no of items, plus a 10% shipping costs:
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```
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This will cost {{ total_price(4, 12.50)}} dollars.
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```
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Which will be translated into:
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```
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This will cost 55 dollars.
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```
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But if `unit_price` and `quantity` have been defined under `extra`:
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```yaml
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extra:
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quantity: 4
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unit_price: 12.50
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```
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```
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This will cost {{ total_price(quantity, unit_price)}} dollars.
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```
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??? Tip "Module content"
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The module will look as follows:
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```python
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"""
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Basic example of a Mkdocs-macros module
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"""
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import math
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def define_env(env):
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"""
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This is the hook for defining macros
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"""
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@env.macro
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def total_price(quantity, unit_price):
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"Calculate the price plus shipping costs
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price = quantity * unit_price
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shipping_costs = price * 10%
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return price + shipping_costs
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```
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#### Guidelines
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1. All you need to define is a `define_env(env)` function.
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2. To declare a Python function as a macro, just precede it by the
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`@env.macro` decorator.
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It will appear in the documentation produced by `{{ macros_info() }}`
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3. You may define as many macros as needed under `define_env()`.
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4. Write a macro's docstring from the viewpoint of the users who will
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use it (it will be displayed in the macro's description).
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#### Example 2: Creating a Button
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This function is alternative, more flexible way to generate a button
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(see [Buttons](../buttons#adding-buttons)):
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In your markdown page:
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```
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{{ button('Try this', 'https://your.website.com/page') }}
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```
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Result:
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<!-- This is a simulation, and indeed, substantially equivalent. -->
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[Try this](https://your.website.com/page){: .md-button }
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??? Tip "Module content"
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In your Python module:
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```python
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def define_env(env):
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"""
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This is the hook for defining macros
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"""
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# Optional: a special function for making relative urls point to root
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fix_url = env.variables.fix_url
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@env.macro
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def button(label, url):
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"Add a button"
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url = fix_url(url)
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HTML = """<a class='md-button' href="%s">%s</a>"""
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return HTML % (url, label)
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```
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## Advanced Usage: Jinja2 Constructs
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The macros plugin relies on the [Jinja2](https://jinja.palletsprojects.com/en/2.11.x/templates/) template engine.
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This makes the facilities of that template engine available
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within a Markdown page.
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!!! Note
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Not that this is distinct from the standard, low-level use of Jinja2 by
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MkDocs to convert the Markdown pages into HTML.
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In principle this will **not** interfere with it.
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### Conditions and Loops
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Most of what is described in its documentation,
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including constructs such as
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- [conditions](https://jinja.palletsprojects.com/en/2.11.x/templates/#if):
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`{% if ... %}`
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- [loops](https://jinja.palletsprojects.com/en/2.11.x/templates/#for):
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`{% for ... %} `
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will work out of the box.
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!!! Tip
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Instead of using Jinja2 constructs to generate pure HTML
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as in the examples shown,
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you could use them to generate Markdown,
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or whichever mix of Markdown, HTML, CSS
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or even Javascript that might be required for your needs.
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### Filters
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Jinja2's [built-in filters](https://jinja.palletsprojects.com/en/2.11.x/templates/#list-of-builtin-filters) are available e.g. :
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`{{ "HELLO WORLD" | lower }}` results in `hello world`
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You may [write your own filters in the Python module](https://mkdocs-macros-plugin.readthedocs.io/en/latest/python/#defining-macros-and-filters-as-well-as-variables),
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using the `@env.filter` decorator.
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### Including External Files
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Quite aside from variables and macros, you may include external files
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containing snippets (typically, Markdown files).
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You may use the include directive from jinja2, directly in your markdown code e.g.:
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## Paragraph
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{% include 'snippet.md' %}
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Including another markdown file will therefore execute the macros.
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By default, the relative path for included files starts from `docs`,
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but [this can be changed](https://mkdocs-macros-plugin.readthedocs.io/en/latest/advanced/#changing-the-directory-of-the-includes).
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## More Information on the Macros Plugin
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* [Main documentation page](https://mkdocs-macros-plugin.readthedocs.io/en/latest/)
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* [Including git information in a page](https://mkdocs-macros-plugin.readthedocs.io/en/latest/git_info/)
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* [Writing macros and filters](https://mkdocs-macros-plugin.readthedocs.io/en/latest/python/)
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@ -178,6 +178,7 @@ nav:
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- Lists: reference/lists.md
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- Lists: reference/lists.md
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- MathJax: reference/mathjax.md
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- MathJax: reference/mathjax.md
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- Meta tags: reference/meta-tags.md
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- Meta tags: reference/meta-tags.md
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- Variables and macros: reference/variables-macros.md
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- Changelog:
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- Changelog:
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- Release notes: changelog.md
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- Release notes: changelog.md
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- Upgrading: upgrading.md
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- Upgrading: upgrading.md
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