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date Fri, 16 Apr 2010 20:40:28 +0000
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.. -*- mode: rst; encoding: utf-8 -*-

=====================================
Internationalization and Localization
=====================================

Genshi provides basic supporting infrastructure for internationalizing
and localizing templates. That includes functionality for extracting localizable 
strings from templates, as well as a template filter that can apply translations 
to templates as they get rendered.

This support is based on `gettext`_ message catalogs and the `gettext Python 
module`_. The extraction process can be used from the API level, or through the
front-ends implemented by the `Babel`_ project, for which Genshi provides a
plugin.

.. _`gettext`: http://www.gnu.org/software/gettext/
.. _`gettext python module`: http://docs.python.org/lib/module-gettext.html
.. _`babel`: http://babel.edgewall.org/


.. contents:: Contents
   :depth: 2
.. sectnum::


Basics
======

The simplest way to internationalize and translate templates would be to wrap
all localizable strings in a ``gettext()`` function call (which is often aliased 
to ``_()`` for brevity). In that case, no extra template filter is required.

.. code-block:: genshi

  <p>${_("Hello, world!")}</p>

However, this approach results in significant “character noise” in templates, 
making them harder to read and preview.

The ``genshi.filters.Translator`` filter allows you to get rid of the 
explicit `gettext`_ function calls, so you can continue to just write:

.. code-block:: genshi

  <p>Hello, world!</p>

This text will still be extracted and translated as if you had wrapped it in a
``_()`` call.

.. note:: For parameterized or pluralizable messages, you need to continue using
          the appropriate ``gettext`` functions.

You can control which tags should be ignored by this process; for example, it  
doesn't really make sense to translate the content of the HTML 
``<script></script>`` element. Both ``<script>`` and ``<style>`` are excluded
by default.

Attribute values can also be automatically translated. The default is to 
consider the attributes ``abbr``, ``alt``, ``label``, ``prompt``, ``standby``, 
``summary``, and ``title``, which is a list that makes sense for HTML documents. 
Of course, you can tell the translator to use a different set of attribute 
names, or none at all.

In addition, you can control automatic translation in your templates using the
``xml:lang`` attribute. If the value of that attribute is a literal string, the
contents and attributes of the element will be ignored:

.. code-block:: genshi

  <p xml:lang="en">Hello, world!</p>

On the other hand, if the value of the ``xml:lang`` attribute contains a Python
expression, the element contents and attributes are still considered for 
automatic translation:

.. code-block:: genshi

  <html xml:lang="$locale">
    ...
  </html>


Extraction
==========

The ``Translator`` class provides a class method called ``extract``, which is
a generator yielding all localizable strings found in a template or markup 
stream. This includes both literal strings in text nodes and attribute values,
as well as strings in ``gettext()`` calls in embedded Python code. See the API
documentation for details on how to use this method directly.

This functionality is integrated into the message extraction framework provided
by the `Babel`_ project. Babel provides a command-line interface as well as 
commands that can be used from ``setup.py`` scripts using `Setuptools`_ or 
`Distutils`_.

.. _`setuptools`: http://peak.telecommunity.com/DevCenter/setuptools
.. _`distutils`: http://docs.python.org/dist/dist.html

The first thing you need to do to make Babel extract messages from Genshi 
templates is to let Babel know which files are Genshi templates. This is done
using a “mapping configuration”, which can be stored in a configuration file,
or specified directly in your ``setup.py``.

In a configuration file, the mapping may look like this:

.. code-block:: ini

  # Python souce
  [python:**.py]

  # Genshi templates
  [genshi:**/templates/**.html]
  include_attrs = title

  [genshi:**/templates/**.txt]
  template_class = genshi.template.TextTemplate
  encoding = latin-1

Please consult the Babel documentation for details on configuration.

If all goes well, running the extraction with Babel should create a POT file
containing the strings from your Genshi templates and your Python source files.

.. note:: Genshi currently does not support “translator comments”, i.e. text in 
          template comments that would get added to the POT file. This support
          may or may not be added in future versions.


---------------------
Configuration Options
---------------------

The Genshi extraction plugin for Babel supports the following options:

``template_class``
------------------
The concrete ``Template`` class that the file should be loaded with. Specify
the package/module name and the class name, separated by a colon.

The default is to use ``genshi.template:MarkupTemplate``, and you'll want to
set it to ``genshi.template:TextTemplate`` for `text templates`_.

.. _`text templates`: text-templates.html

``encoding``
------------
The encoding of the template file. This is only used for text templates. The
default is to assume “utf-8”.

``include_attrs``
-----------------
Comma-separated list of attribute names that should be considered to have 
localizable values. Only used for markup templates.

``ignore_tags``
---------------
Comma-separated list of tag names that should be ignored. Only used for markup 
templates.

``extract_text``
----------------
Whether text outside explicit ``gettext`` function calls should be extracted.
By default, any text nodes not inside ignored tags, and values of attribute in
the ``include_attrs`` list are extracted. If this option is disabled, only 
strings in ``gettext`` function calls are extracted.

.. note:: If you disable this option, it's not necessary to add the translation
          filter as described above. You only need to make sure that the
          template has access to the ``gettext`` functions it uses.


Translation
===========

If you have prepared MO files for use with Genshi using the appropriate tools,
you can access the message catalogs with the `gettext Python module`_. You'll
probably want to create a ``gettext.GNUTranslations`` instance, and make the
translation functions it provides available to your templates by putting them
in the template context.

The ``Translator`` filter needs to be added to the filters of the template
(applying it as a stream filter will likely not have the desired effect).
Furthermore it needs to be the first filter in the list, including the internal
filters that Genshi adds itself:

.. code-block:: python

  from genshi.filters import Translator
  from genshi.template import MarkupTemplate
  
  template = MarkupTemplate("...")
  template.filters.insert(0, Translator(translations.ugettext))

If you're using `TemplateLoader`, you should specify a callback function in 
which you add the filter:

.. code-block:: python

  from genshi.filters import Translator
  from genshi.template import TemplateLoader
  
  def template_loaded(template):
      template.filters.insert(0, Translator(translations.ugettext))
  
  loader = TemplateLoader('templates', callback=template_loaded)
  template = loader.load('test.html')

This approach ensures that the filter is not added everytime the template is 
loaded, and thus being applied multiple times.


Related Considerations
======================

If you intend to produce an application that is fully prepared for an 
international audience, there are a couple of other things to keep in mind:

-------
Unicode
-------

Use ``unicode`` internally, not encoded bytestrings. Only encode/decode where
data enters or exits the system. This means that your code works with characters
and not just with bytes, which is an important distinction for example when 
calculating the length of a piece of text. When you need to decode/encode, it's
probably a good idea to use UTF-8.

-------------
Date and Time
-------------

If your application uses datetime information that should be displayed to users 
in different timezones, you should try to work with UTC (universal time) 
internally. Do the conversion from and to "local time" when the data enters or 
exits the system. Make use the Python `datetime`_ module and the third-party 
`pytz`_ package.

--------------------------
Formatting and Locale Data
--------------------------

Make sure you check out the functionality provided by the `Babel`_ project for 
things like number and date formatting, locale display strings, etc.

.. _`datetime`: http://docs.python.org/lib/module-datetime.html
.. _`pytz`: http://pytz.sourceforge.net/
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