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Module:Category handler

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This module implements the {{category handler}} template. The category handler template helps other templates to automate both categorization and category suppression. For information about using the category handler template in other templates, please see the template documentation. Keep reading for information about using the category handler module in other Lua modules, or for information on exporting this module to other wikis.

Use from other Lua modules

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When not to use this module

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For cases where a module only needs to categorise in one of the namespaces main (articles), file (images) or category, then using this module is overkill. Instead, you can simply get a title object using mw.title.getCurrentTitle and check the nsText field. For example: 

local title = mw.title.getCurrentTitle()
if title.nsText == 'File' then
    -- do something
end

However, if your module needs to categorize in any other namespace, then we recommend you use this module, since it provides proper category suppression and makes it easy to select how to categorize in the different namespaces.

Namespaces

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This module detects and groups all the different namespaces used on Wikipedia into several types. These types are used as parameter names in this module.

main = Main/article space, as in normal Wikipedia articles.
talk = Any talk space, such as page names that start with "Talk:", "User talk:", "File talk:" and so on.
user, wikipedia, file ... = The other namespaces except the talk pages. Namespace aliases are also accepted. See the table below for the full list.
other = Any namespaces that were not specified as a parameter to the template. See examples below.
List of possible namespace parameters

(excluding talk and other)

Namespace Aliases
main
module
story
media
special
help
topic
newsletter
timedtext
portal
user
flow test
wikipedia project, wp
event
draft
talk
config
mos
category
file image
mediawiki
template tm

Basic usage

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This module takes two or more parameters. Here's an example using a hello world program: 

p = {}
local categoryHandler = require( 'Module:Category handler' ).main
 
function p.main( frame )
    local result = 'Hello world!'
    local category = categoryHandler{
        '[[Category:Somecat]]',
        nocat = frame.args.nocat -- So "nocat=true/false" works
    }
    category = category or '' -- Check that we don't have a nil value for the category variable.
    return result .. category
end
 
return p

The above example uses the default settings for the category handler module. That means the example module will categorize on pages in the following namespaces:

main, file, help, category, portal and book

But it will not categorize in any other namespaces, e.g.:

talk, user, wikipedia, mediawiki, template ...

And it will not categorize on blacklisted pages. (See section blacklist below.)

The reason the category handler module does not categorize in some of the namespaces is that in those namespaces most modules and templates are just demonstrated or listed, not used. Thus most modules and templates should not categorize in those namespaces.

Any module or template that is meant for one or more of the namespaces where this module categorizes can use the basic syntax as shown above.

Advanced usage

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This module takes one or more parameters named after the different page types as listed in section namespaces above. By using those parameters you can specify exactly in which namespaces your template should categorize. Like this: 

p = {}
local categoryHandler = require( 'Module:Category handler' ).main
 
function p.main( frame )
    local result = 'This is a module meant for articles and talk pages.'
    local category = categoryHandler{
        main = '[[Category:Somecat1]]', -- Categorize in main (article) space
        talk = '[[Category:Somecat2]]', -- Categorize in talk space
        nocat = frame.args.nocat -- So "nocat=true/false" works
    }
    category = category or '' -- Check that we don't have a nil value for the category variable.
    return result .. category
end
 
return p

The above module will only categorize in main and talk space. But it will not categorize on /archive pages since they are blacklisted. (See section blacklist below.) And if you need to demonstrate (discuss) the module on a talkpage, then you can feed "nocat='true'" to prevent that template from categorizing. (See section nocat below.) Like this: 

== My new module ==
Hey guys, have you seen my new module?
{{#invoke:mymodule|main|nocat=true}}
Nice, isn't it?
--~~~~

Sometimes we want to use the same category in several namespaces, then do like this: 

p = {}
local categoryHandler = require( 'Module:Category handler' ).main
 
function p.main( frame )
    local result = 'This is a module used in several namespaces.'
    local category = categoryHandler{
        main = '[[Category:Somecat1]]',
        [ 1 ] = '[[Category:Somecat2]]', -- For help and user space
        help = 1,
        user = 1,
        talk = '', -- No categories on talk pages
        other = '[[Category:Somecat3]]', -- For all other namespaces
        nocat = frame.args.nocat -- So "nocat=true/false" works
    }
    category = category or '' -- Check that we don't have a nil value for the category variable.
    return result .. category
end
 
return p

In the above example we use a numbered parameter to feed one of the categories, and then we tell this module to use that numbered parameter for both the help and user space.

The category handler module understands an unlimited number of numbered parameters.

The other parameter defines what should be used in the remaining namespaces that have not explicitly been fed data.

Note the empty but defined talk parameter. That stops this module from showing what has been fed to the other parameter, when in talk space.

The category handler module also has a parameter called all. It works like this: 

p = {}
local categoryHandler = require( 'Module:Category handler' ).main
 
function p.main( frame )
    local result = 'This is a module used in all namespaces.'
    local category = categoryHandler{
        all = '[[Category:Somecat1]]', -- Categorize in all namespaces
        nocat = frame.args.nocat -- So "nocat=true/false" works
    }
    category = category or '' -- Check that we don't have a nil value for the category variable.
    return result .. category
end
 
return p

The above example will categorize in all namespaces, but not on blacklisted pages. If you want to demonstrate that module on a page, then use "nocat=true" to prevent the template from categorizing.

We suggest avoiding the all parameter, since modules and templates should preferably only categorize in the namespaces they need to.

The all parameter can also be combined with the rest of the parameters. Like this: 

p = {}
local categoryHandler = require( 'Module:Category handler' ).main
 
function p.main( frame )
    local result = 'This is a module used in all namespaces.'
    local category = categoryHandler{
        all = '[[Category:Somecat1]]', -- Categorize in all namespaces
        main = '[[Category:Somecat2]]', -- And add this in main space
        other = '[[Category:Somecat3]]', -- And add this in all other namespaces
        nocat = frame.args.nocat -- So "nocat=true/false" works
    }
    category = category or '' -- Check that we don't have a nil value for the category variable.
    return result .. category
end
 
return p

If the above module is placed on an article, then it will add the categories "Somecat1" and "Somecat2". But on all other types of pages it will instead add "Somecat1" and "Somecat3". As the example shows, the all parameter works independently of the rest of the parameters.

Subpages

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The category handler module understands the subpage parameter. Like this: 

p = {}
local categoryHandler = require( 'Module:Category handler' ).main
 
function p.main( frame )
    local result = 'This is a module used in all namespaces.'
    local category = categoryHandler{
        subpage = 'no' -- Don't categorize on subpages
        wikipedia = '[[Category:Somecat]]',
        nocat = frame.args.nocat -- So "nocat=true/false" works
    }
    category = category or '' -- Check that we don't have a nil value for the category variable.
    return result .. category
end
 
return p

If "subpage='no'" then this template will not categorize on subpages. For the rare occasion you only want to categorize on subpages, then use "subpage='only'". If subpage is empty or undefined then this template categorizes both on basepages and on subpages.

Blacklist

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This module has a blacklist of the pages and page types where templates should not auto-categorize. Thus modules that use this meta-template will for instance not categorize on /archive pages and on the subpages of Wikipedia:Template messages.

If you want a template to categorize on a blacklisted page, then feed "nocat = false" to the module when you place it on the page, thus skipping the blacklist check. Note that this module only categorizes if it has data for the namespace. For instance, if the basic syntax is used (see basic usage above), then even if you set "nocat = false" the template will not categorize on a talk page, since it has no data for talk pages. But it has data for help space, so on a blacklisted help page it will categorize.

The blacklist is located in the configuration table cfg.blacklist near the top of the module code.

The "nocat" parameter

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This module understands the nocat parameter:

  • If "nocat = true" then this template does not categorize.
  • If nocat is nil then this template categorizes as usual.
  • If "nocat = false" this template categorizes even when on blacklisted pages. (See section blacklist above.)
  • The nocat parameter also accepts aliases for true and false as defined by Module:Yesno, e.g. "yes", "y", "true", and 1 for true, and "no", "n", "false", and 0 for false.

Modules and templates that use {{category handler}} should forward nocat, so they too understand nocat. The code "nocat = frame.args.nocat" shown in the examples on this page does that.

The "categories" parameter

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For backwards compatibility this module also understands the categories parameter. It works the same as nocat. Like this:

  • If "categories = false" then this template does not categorize.
  • If categories is empty or undefined then this template categorizes as usual.
  • If "categories = true" this template categorizes even when on blacklisted pages.
  • The categories parameter also accepts aliases for true and false as defined by Module:Yesno, e.g. "yes", "y", "true", and 1 for true, and "no", "n", "false", and 0 for false.

The "category2" parameter

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For backwards compatibility this template kind of supports the old "category =" parameter. But the parameter name "category" is already used in this module to feed category data for when in category space. So instead this template uses category2 for the usage similar to nocat. Like this:

  • If "category2 = " (empty but defined), or "category2 = 'no'", or if category2 is fed any other data (except as described in the next two points), then this template does not categorize.
  • If category2 is undefined or if "category2 = '¬'", then this template categorizes as usual.
  • If "category2 = 'yes'" this template categorizes even when on blacklisted pages.

Categories and text

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Besides from categories, you can feed anything else to this module, for instance some text. Like this: 

p = {}
local categoryHandler = require( 'Module:Category handler' ).main
 
function p.main( frame )
    local result = 'This is a module used on talk pages.'
    local category = categoryHandler{
        talk = '[[Category:Somecat]]',
        other = '<p class="error">This module should only be used on talk pages.</p>',
        nocat = frame.args.nocat -- So "nocat=true/false" works
    }
    category = category or '' -- Check that we don't have a nil value for the category variable.
    return result .. category
end
 
return p

When the template above is shown on anything else than a talk page, it will look like this:

This is a module used on talk pages.

This module should only be used on talk pages.

That text will not show on blacklisted pages, so don't use this method to show any important information. Feeding "nocat = 'true'" to the template hides the text, just as it suppresses any categories.

The "page" parameter

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For testing and demonstration purposes this module can take a parameter named page. Like this: 

p = {}
local categoryHandler = require( 'Module:Category handler' ).main
 
function p.main( frame )
    local category = categoryHandler{
        main = 'Category:Some cat',
        talk = 'Category:Talk cat',
        nocat = frame.args.nocat, -- So "nocat=true/false" works
        page = 'User talk:Example'
    }
    return category
end
 
return p

In the above code we on purpose left out the brackets around the category names so we see the output on the page. No matter on what kind of page the code above is used it will return this:

Category:Talk cat

The page parameter makes this module behave exactly as if on that page. Even the blacklist works. The pagename doesn't have to be an existing page.

If the page parameter is empty or undefined, the name of the current page determines the result.

You can make it so your module also understands the page parameter. That means you can test how your template will categorize on different pages, without having to actually edit those pages. Then do like this: 

p = {}
local categoryHandler = require( 'Module:Category handler' ).main

function p.main( frame )
    local category = categoryHandler{
        main = 'Category:Some cat',
        talk = 'Category:Talk cat',
        nocat = frame.args.nocat, -- So "nocat=true/false" works
        page = frame.args.page -- For testing
    }
    return category
end

return p

Parameters

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List of all parameters:

  • First positional parameter - for default settings
  • subpage = 'no' / 'only'
  • 1, 2, 3 ...
  • all = '[[Category:Somecat]]' / 'Text'
  • main = 1, 2, 3 ... / '[[Category:Somecat]]' / 'Text'
  • ...
  • other = 1, 2, 3 ... / '[[Category:Somecat]]' / 'Text'
  • nocat = frame.args.nocat / true / false / 'yes' / 'no' / 'y' / 'n' / 'true' / 'false' / 1 / 0
  • categories = frame.args.categories / false / true / 'no' / 'yes' / 'n' / 'y' / 'false' / 'true' / 0 / 1
  • category2 = frame.args.category or '¬' / / 'no' / not defined / '¬' / 'yes'
  • page = frame.args.page / 'User:Example'

Note that empty values to the "main" ... "other" parameters have special meaning (see examples above). The "all" parameter doesn't understand numbered parameters, since there should never be a need for that.

Exporting to other wikis

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This module can be exported to other wikis by changing the configuration values in the cfg table. All the variable values are configurable, so after the configuration values have been set there should be no need to alter the main module code. Details of each configuration value are included in the module code comments. In addition, this module requires Module:Namespace detect to be available on the local wiki.

See also

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--------------------------------------------------------------------------------
--                                                                            --
--                              CATEGORY HANDLER                              --
--                                                                            --
--      This module implements the {{category handler}} template in Lua,      --
--      with a few improvements: all namespaces and all namespace aliases     --
--      are supported, and namespace names are detected automatically for     --
--      the local wiki. This module requires [[Module:Namespace detect]]      --
--      and [[Module:Yesno]] to be available on the local wiki. It can be     --
--      configured for different wikis by altering the values in              --
--      [[Module:Category handler/config]], and pages can be blacklisted      --
--      from categorisation by using [[Module:Category handler/blacklist]].   --
--                                                                            --
--------------------------------------------------------------------------------

-- Load required modules
local yesno = require('Module:Yesno')

-- Lazily load things we don't always need
local mShared, mappings

local p = {}

--------------------------------------------------------------------------------
-- Helper functions
--------------------------------------------------------------------------------

local function trimWhitespace(s, removeBlanks)
	if type(s) ~= 'string' then
		return s
	end
	s = s:match('^%s*(.-)%s*$')
	if removeBlanks then
		if s ~= '' then
			return s
		else
			return nil
		end
	else
		return s
	end
end

--------------------------------------------------------------------------------
-- CategoryHandler class
--------------------------------------------------------------------------------

local CategoryHandler = {}
CategoryHandler.__index = CategoryHandler

function CategoryHandler.new(data, args)
	local obj = setmetatable({ _data = data, _args = args }, CategoryHandler)
	
	-- Set the title object
	do
		local pagename = obj:parameter('demopage')
		local success, titleObj
		if pagename then
			success, titleObj = pcall(mw.title.new, pagename)
		end
		if success and titleObj then
			obj.title = titleObj
			if titleObj == mw.title.getCurrentTitle() then
				obj._usesCurrentTitle = true
			end
		else
			obj.title = mw.title.getCurrentTitle()
			obj._usesCurrentTitle = true
		end
	end

	-- Set suppression parameter values
	for _, key in ipairs{'nocat', 'categories'} do
		local value = obj:parameter(key)
		value = trimWhitespace(value, true)
		obj['_' .. key] = yesno(value)
	end
	do
		local subpage = obj:parameter('subpage')
		local category2 = obj:parameter('category2')
		if type(subpage) == 'string' then
			subpage = mw.ustring.lower(subpage)
		end
		if type(category2) == 'string' then
			subpage = mw.ustring.lower(category2)
		end
		obj._subpage = trimWhitespace(subpage, true)
		obj._category2 = trimWhitespace(category2) -- don't remove blank values
	end
	return obj
end

function CategoryHandler:parameter(key)
	local parameterNames = self._data.parameters[key]
	local pntype = type(parameterNames)
	if pntype == 'string' or pntype == 'number' then
		return self._args[parameterNames]
	elseif pntype == 'table' then
		for _, name in ipairs(parameterNames) do
			local value = self._args[name]
			if value ~= nil then
				return value
			end
		end
		return nil
	else
		error(string.format(
			'invalid config key "%s"',
			tostring(key)
		), 2)
	end
end

function CategoryHandler:isSuppressedByArguments()
	return
		-- See if a category suppression argument has been set.
		self._nocat == true
		or self._categories == false
		or (
			self._category2
			and self._category2 ~= self._data.category2Yes
			and self._category2 ~= self._data.category2Negative
		)

		-- Check whether we are on a subpage, and see if categories are
		-- suppressed based on our subpage status.
		or self._subpage == self._data.subpageNo and self.title.isSubpage
		or self._subpage == self._data.subpageOnly and not self.title.isSubpage
end

function CategoryHandler:shouldSkipBlacklistCheck()
	-- Check whether the category suppression arguments indicate we
	-- should skip the blacklist check.
	return self._nocat == false
		or self._categories == true
		or self._category2 == self._data.category2Yes
end

function CategoryHandler:matchesBlacklist()
	if self._usesCurrentTitle then
		return self._data.currentTitleMatchesBlacklist
	else
		mShared = mShared or require('Module:Category handler/shared')
		return mShared.matchesBlacklist(
			self.title.prefixedText,
			mw.loadData('Module:Category handler/blacklist')
		)
	end
end

function CategoryHandler:isSuppressed()
	-- Find if categories are suppressed by either the arguments or by
	-- matching the blacklist.
	return self:isSuppressedByArguments()
		or not self:shouldSkipBlacklistCheck() and self:matchesBlacklist()
end

function CategoryHandler:getNamespaceParameters()
	if self._usesCurrentTitle then
		return self._data.currentTitleNamespaceParameters
	else
		if not mappings then
			mShared = mShared or require('Module:Category handler/shared')
			mappings = mShared.getParamMappings(true) -- gets mappings with mw.loadData
		end
		return mShared.getNamespaceParameters(
			self.title,
			mappings
		)
	end
end

function CategoryHandler:namespaceParametersExist()
	-- Find whether any namespace parameters have been specified.
	-- We use the order "all" --> namespace params --> "other" as this is what
	-- the old template did.
	if self:parameter('all') then
		return true
	end
	if not mappings then
		mShared = mShared or require('Module:Category handler/shared')
		mappings = mShared.getParamMappings(true) -- gets mappings with mw.loadData
	end
	for ns, params in pairs(mappings) do
		for i, param in ipairs(params) do
			if self._args[param] then
				return true
			end
		end
	end
	if self:parameter('other') then
		return true
	end
	return false
end

function CategoryHandler:getCategories()
	local params = self:getNamespaceParameters()
	local nsCategory
	for i, param in ipairs(params) do
		local value = self._args[param]
		if value ~= nil then
			nsCategory = value
			break
		end
	end
	if nsCategory ~= nil or self:namespaceParametersExist() then
		-- Namespace parameters exist - advanced usage.
		if nsCategory == nil then
			nsCategory = self:parameter('other')
		end
		local ret = {self:parameter('all')}
		local numParam = tonumber(nsCategory)
		if numParam and numParam >= 1 and math.floor(numParam) == numParam then
			-- nsCategory is an integer
			ret[#ret + 1] = self._args[numParam]
		else
			ret[#ret + 1] = nsCategory
		end
		if #ret < 1 then
			return nil
		else
			return table.concat(ret)
		end
	elseif self._data.defaultNamespaces[self.title.namespace] then
		-- Namespace parameters don't exist, simple usage.
		return self._args[1]
	end
	return nil
end

--------------------------------------------------------------------------------
-- Exports
--------------------------------------------------------------------------------

local p = {}

function p._exportClasses()
	-- Used for testing purposes.
	return {
		CategoryHandler = CategoryHandler
	}
end

function p._main(args, data)
	data = data or mw.loadData('Module:Category handler/data')
	local handler = CategoryHandler.new(data, args)
	if handler:isSuppressed() then
		return nil
	end
	return handler:getCategories()
end

function p.main(frame, data)
	data = data or mw.loadData('Module:Category handler/data')
	local args = require('Module:Arguments').getArgs(frame, {
		wrappers = data.wrappers,
		valueFunc = function (k, v)
			v = trimWhitespace(v)
			if type(k) == 'number' then
				if v ~= '' then
					return v
				else
					return nil
				end
			else
				return v
			end
		end
	})
	return p._main(args, data)
end

return p
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