Linking Data to Hugo Types

Note: this tutorial content is taken from the Hugo tutorial of the same title

For many the most powerful part of Hugo is its amazing support for structured data files. This feature allows Hugo to truly replace sites dependent on low-volume databases and gain all the advantages of hosting your site on a full CDN hosting provider.

Many beginners, however, do not realize that to use data files effectively still requires the minimal use of content files.

This tutorial suggests one way to minimize the use of content files by linking your data files to Hugo content types. We use substr on a lesser known—but very useful—.File.LogicalName template variable in the layouts/TYPE/single.html template to link to a matching .Site.Data object that has the same base name as the nearly-empty content file (ex: content/student/steve.md <-> data/student/steve.toml). This way you don't have to put anything in the front-matter of the content file. Yeah, I thought I saw you smile.

Why?

Often the easiest answer is just to not use the data directory and put whatever was in your TOML/JSON/YAML files into the front matter of your content documents. (If all of that sounds confusing you might want to go back and read about it.)

Just using the content directory has the advantage of keeping all the content in one place but starts to fall down as the complexity of the data on which your site is built increases—particularly if you are sharing your site data externally or deriving it from other data sources before Hugo even touches it.

Data-centric Over Content-centric

This data-centric (over content-centric) approach is becoming more common as static sites continue to efficiently and effectively replace the overly complex and expensive dynamic database + caching server architectures out there. Indeed, this is the same reasoning behind the increase in JSON Web and REST APIs in general.

Some Must Use .Site.Data

As we've read on the forums, some developers of complex Hugo sites, (which we likely will never see because of their enterprise-ness), are actually forced to design their Hugo site structure entirely from the data directory because the precious, primary source of the data is behind an API or secure data store that requires it to be "dumped" and validated before Hugo builds it.

This not only requires the data directory be used but also a structure to the data that can be easily validated. In a sense, this data dump-and-validate step covers more robust data validation constraints that are normally implemented in the database itself or application business logic.

Automated Data Views

You can probably see where this is going. Most data is read and viewed way more often than it is written. Hugo workflows are being combined with watchdogs and cron jobs that auto dump to data triggering a live data validation process followed by a Hugo compile and push deployment.

In this sense Hugo sites are just what traditional database people would see as "views" of the data. This concept of "views" to organize and simplify large amounts of data is a long-standing best-practice and architecture. Hugo just happens to be perfect for the job.

Stuff You Should Already Grok

You should have a firm grasp on Hugo source organization and how data files work. This tutorial uses the beautiful TOML, which was designed for structured data files that are maintained by humans. If you are tying into other data sources you might want to use JSON, but maybe not.

Tutorial

Ok, let's get on with it. If you prefer you can fork the tutorial site we are making. You can also view the working demo.

Create the Empty Content Files

In this example, we'll create a few logical persons in different roles: student, admin, creator, and user. Start by making some nearly empty content/person/ files:

data/person/spf13.md
data/person/bep.md
data/person/robmuh.md
data/person/betropper.md

All you need in each one is the empty front-matter section:

+++
+++

You can obviously make these with a simple script:

for i in spf13 bep robmuh betropper;do printf "+++\n+++\n" > $i.md; done

Although content files can also end in .html we stick with .md so we have a consistent suffix we can chop off later with substr.

That's it for the content for the individual person types. The rest will come from the data/person files.

Create the Data Files

Now we need the data/person TOML files to match:

data/person/spf13.toml
data/person/bep.toml
data/person/robmuh.toml
data/person/betropper.toml

We'll have to do these by hand, as we would if building up a real site. But thankfully this is the only place we need to remember to make any changes. Here's one file as an example:

name = "Rob Muhlestein"
github = "robmuh"
roles = ["student","user"]

This is enough of a data file to illustrate the point. Make sure you understand the data file concept fully to get the most out of it. It is really amazing.

Create a Person Block Partial

We use partials instead of content views, which are older than partials and require .Render. These days partials are almost always preferred for their flexibility by allowing the passing of context, (which .Render infers instead causing it to fail when using .Site.Data and not .Data.Pages).

First create the partials directory to keep things organized:

mkdir layouts/partials/person

Now create a partial that just contains the markup for the default person view. We will later pull this in from the content layout single.html. We'll name our partial "block" to imply the use of BEM methodology So layouts/partials/person/block.html would contain:

<ul>
  <li>Name: {{ .name }}</li>
  <li>GitHub: <a href="https://github.com/{{ .github }}">{{ .github }}</a>
  <li>Roles: {{ delimit .roles ", " }}</a>
</ul>

Nothing fancy really just to make the point. Notice how clean all the references are.

Create the Single Content Type View

Here's where the magic happens and we link it all together. Now is a good time to make sure you understand what a Hugo Content Type is.

First, get into the layouts/person directory. If you haven't made one yet, make it. Now add something like the following template HTML to the single.html file:

{{ with (index .Site.Data.person (substr $.File.LogicalName 0 -3)) }}
<!doctype html>
<html>
  <head>
    <title>{{ .name }}</title>
    <link rel="stylesheet" href="/styles.css">
  </head>
  <body>
    {{ partial "person/block" . }}
  </body>
</html>
{{ end }}

There are obviously lots of variations of this but you get the idea. The first line is the key, literally. This index Go text template function looks up the item in the .Site.Data.person map that has the index key matching the base file name (aka substr .File.LogicalName 0 -3) of the content file that triggers the generation of the HTML that will be served up from http://localhost:1313/person/robmuh for example.

Notice substr chops the last three characters off of .File.LogicalName, which is why we name all our content/person files with .md at the end.

Try It Out

If everything is set you should be able to run hugo server and pull it up at http://localhost:1313/person/robmuh. Keep in mind that http://localhost:1313/person will not yet work. We'll do that next.

Viewing Collections

Hugo calls collections lists and there are many places Hugo will look for these special collection view templates, which originally were only known as lists but have come to be called sections as well. Sections seems to be the preferred name now since themes only support a themes/THEME/layout/section directory. (While we are not using themes in this tutorial you really should start with a theme because it doesn't hurt.)

Create the List Item Partial

Before we create the layout/section page let's make a layouts/partials/person/li.html that we can easily use in it:

<li><a href="/person/{{ .github }}/">{{ .name }}</a></li>

That's it. Short and sweet. Notice we linked to a relative link matching the .github user name. We'll use github as our unique identifier for "persons", but that sounds weird so let's fix it with a permalink and configuration addition.

Add Person Permalinks

This is where we run into a limitation in the theme system somewhat. There is something of a debate about whether permalinks should be able to be dictated by a theme or not. Currently the theme does not have this ability so you need to add them to your config.toml file. While we are at it let's add a .Site.Title:

title = "Testing Hugo Data Linked To Content Type"
[permalinks]
person = "/:filename"

Since a person is a fundamental data type we don't have a problem with permalinking its unique identifier.

Now you can remove the person portion of the link in the li.html partial view:

<li><a href="/{{ .github }}/">{{ .name }}</a></li>

Add in Some CSS

Throw the following into your /static/styles.css if you like:

body {
  margin: 5rem;
  font-family: "Helvetica", "Arial", sans-serif;
  background: lightgrey;
}

li {
  padding .2rem;
  font-weight: bold;
  list-style-type: none;
}

a {
  text-decoration: none;
  color: grey;
}

a:hover {
  color: goldenrod;
}

Ah, much better, well at least a little.

Adding Another Collection View

The logical idea of a person looks good in UML and data design diagrams but no one really uses it. What they really want is to see what role that person has in the organization. In our tutorial there are admins, creators, users, and students, each potentially with extra data related to that role inside their individual data/person files. But how do we create collection views for these different roles? This is where content list templates, which some prefer to call section templates, come in.

Turn On the Collection Section View

Like everything else in Hugo, nothing gets built without something being in the content directory. In the case of our collection section view all we need is a directory that matches the name of the section we want containing a single empty file that we'll call on.md:

mkdir content/students
touch content/students/on.md

Notice we named our section students instead of student. Try http://localhost:1313/person in comparison. Notice the title is "persons". This is a case for setting pluralizelisttitles to false in your config.toml. If this isn't enough you can add another http://localhost:1313/people view using the same steps as those we are doing for students now.

Create the Students Section View

This is the same as earlier just with a logical filter to only include those person data objects that have student in their roles. To save time just copy the layout/sections/person.html file to layout/sections/students.html, which will look like this when you are done with it:

<!doctype html>
<html>
  <head>
    <title>Students</title>
    <link rel="stylesheet" href="/styles.css">
  </head>
  <body>
    <h1>Students</h1>
    <ul>
      {{ range .Site.Data.person }}
        {{ if in .roles "student" }}{{ partial "person/li" . }}{{ end }}
      {{ end }}
    </ul>
  </body>
</html>

Obviously a lot of this should be factored into partials such as a top and bottom so that other views can be quickly added but this conveys the idea.

Trade Offs: Unfortunately the grouping functions you may have become accustomed to when dealing with .Data.Pages simply don't work with .Site.Data and probably never will. But we really don't need them because we can use the standard range sort, which is probably a better habit and dependency anyway.

Beware: Where will not work here because, and let's emphasize this, "where only works on lists, taxonomies, terms, and groups". .Data.Pages is a list so it works. The way we have organized our data/person files means .Site.Data.person is a map, not a list.

Experiment

Now that we've created the students data view (or section) you can experiment with tweaking everything to add views for users, creators, admins, and people.

Conclusion

At this point you should have all the boilerplate you need to get a solid, data-driven Hugo site up and running. The data model is up to you. Perhaps you have it already polished in UML, perhaps not. But this approach affords the most flexibility and efficiency when implementing changes to the most important part of many complex sites, the data.

License

rwxrob/hugo-tutorial-link-data-to-type

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