|
| 1 | + |
| 2 | +Headers and Footers |
| 3 | +=================== |
| 4 | + |
| 5 | +In a WordprocessingML document, a page header is text that is separated from |
| 6 | +the main body of text and appears at the top of a printed page. The page |
| 7 | +headers in a document are often the same from page to page, with only small |
| 8 | +differences in content, such as a section and/or page number. Such a header |
| 9 | +is also known as a *running head*. |
| 10 | + |
| 11 | +In book-printed documents, where pages are intended to bound on the long edge |
| 12 | +and presented side-by-side, the header on the right-hand (recto) pages is |
| 13 | +often different than that on the left-hand (verso) pages. The need to support |
| 14 | +this difference gives rise to the option to have an *even-page* header that |
| 15 | +differs from the default *odd-page* header in a document. |
| 16 | + |
| 17 | +A page footer is analogous in every way to a page header except that it |
| 18 | +appears at the bottom of a page. It should not be confused with a footnote, |
| 19 | +which is not uniform between pages. |
| 20 | + |
| 21 | +In WordprocessingML, a header or footer appears within the margin area of |
| 22 | +a page. With a few exceptions, a header or footer can contain all types of |
| 23 | +content that can appear in the main body, including text and images. Each |
| 24 | +section has its own set of headers and footers, although a section can be |
| 25 | +configured to "inherit" headers and footers from the prior section. |
| 26 | + |
| 27 | +Each section can have three distinct header definitions and footer |
| 28 | +definitions. These apply to odd pages (the default), even pages, and the |
| 29 | +first page of the section. All three are optional. |
| 30 | + |
| 31 | +For brevity in the discussion below I will occasionally use the term *header* |
| 32 | +to refer to either a header and footer object, trusting the reader to |
| 33 | +understand its applicability to either type of object. |
| 34 | + |
| 35 | + |
| 36 | +Header and footer parts |
| 37 | +----------------------- |
| 38 | + |
| 39 | +Each header or footer definition is a distinct part in the WordprocessingML |
| 40 | +package. |
| 41 | + |
| 42 | +A header/footer part is related to the document part by a relationship entry. |
| 43 | +That relationship is referenced by a section in the document by its rId key. |
| 44 | + |
| 45 | +A default document will contain no header or footer parts and no |
| 46 | +`w:headerReference` or `w:footerReference` elements in its `w:sectPr` |
| 47 | +element. |
| 48 | + |
| 49 | + |
| 50 | +Research TODO |
| 51 | +------------- |
| 52 | + |
| 53 | +1. [ ] default blank document baseline |
| 54 | +2. [ ] add section break |
| 55 | +3. [ ] add section 2 header |
| 56 | + |
| 57 | + A. does Word create a blank default header for section 1? |
| 58 | + |
| 59 | +4. [ ] set odd/even True on document with 2 sections, no header/footers |
| 60 | + |
| 61 | + A. does Word create a blank default header/footer for section 1? |
| 62 | + |
| 63 | +5. [ ] if not, set a header on section 2 and document what happens |
| 64 | +6. [ ] try the same on section 1 and see what happens |
| 65 | + |
| 66 | +See if a pattern is discernable. |
| 67 | + |
| 68 | +Hypothesis: Word inserts blank headers and footers only as needed to provide |
| 69 | +a running default when the first section has no default. It does this for |
| 70 | +both headers and footers whenever it does it at all. |
| 71 | + |
| 72 | + |
| 73 | +Acceptance Tests |
| 74 | +---------------- |
| 75 | + |
| 76 | +:: |
| 77 | + |
| 78 | + Given a default blank document |
| 79 | + Then document.section[0].header is None |
| 80 | + And document.section[0].footer is None |
| 81 | + |
| 82 | + |
| 83 | + Given a document with a single section having a header and footer |
| 84 | + Then document.section[0].header is a Header object |
| 85 | + And document.section[0].footer is a Footer object |
| 86 | + |
| 87 | + |
| 88 | + Given a document with two sections having no headers or footers |
| 89 | + When I assign True to document.odd_and_even_pages_header_footer |
| 90 | + Then document.section[0].even_page_header is a blank Header object |
| 91 | + And document.section[0].footer is a blank Footer object |
| 92 | + And document.section[1].header is None |
| 93 | + And document.section[1].footer is None |
| 94 | + |
| 95 | + |
| 96 | +Candidate Protocol |
| 97 | +------------------ |
| 98 | + |
| 99 | +:: |
| 100 | + |
| 101 | + >>> document = Document() |
| 102 | + >>> section = document.sections[-1] |
| 103 | + |
| 104 | + >>> section.header |
| 105 | + None |
| 106 | + >>> section.add_header() |
| 107 | + <docx.Header object at 0xdeadbeef0> |
| 108 | + |
| 109 | + >>> section.even_page_header |
| 110 | + None |
| 111 | + >>> section.add_even_page_header() |
| 112 | + <docx.Header object at 0xdeadbeef4> |
| 113 | + |
| 114 | + >>> section.first_page_header |
| 115 | + None |
| 116 | + >>> section.add_first_page_header() |
| 117 | + <docx.Header object at 0xdeadbeef8> |
| 118 | + |
| 119 | + |
| 120 | +MS API |
| 121 | +------ |
| 122 | + |
| 123 | +.. highlight:: python |
| 124 | + |
| 125 | +WdHeaderFooterIndex Enumeration:: |
| 126 | + |
| 127 | + EVEN_PAGES = 3 |
| 128 | + FIRST_PAGE = 2 |
| 129 | + PRIMARY = 1 |
| 130 | + |
| 131 | +:: |
| 132 | + |
| 133 | + section = Document.Sections(1) |
| 134 | + footers = section.Footers # a HeadersFooters collection object |
| 135 | + default_footer = footers(wdHeaderFooterPrimary) |
| 136 | + default_footer.Range.Text = "Footer text" |
| 137 | + |
| 138 | +PageSetup object:: |
| 139 | + |
| 140 | + DifferentFirstPageHeaderFooter: Read/write {True, False, WD_UNDEFINED} |
| 141 | + OddAndEvenPagesHeaderFooter: Read/write {True, False, WD_UNDEFINED} |
| 142 | + |
| 143 | + |
| 144 | +Specimen XML |
| 145 | +------------ |
| 146 | + |
| 147 | +.. highlight:: xml |
| 148 | + |
| 149 | +Baseline blank document (some unrelated details omitted):: |
| 150 | + |
| 151 | + <w:body> |
| 152 | + <w:p/> |
| 153 | + <w:sectPr> |
| 154 | + <w:pgSz w:w="12240" w:h="15840"/> |
| 155 | + <w:pgMar w:top="1440" w:right="1800" w:bottom="1440" w:left="1800" |
| 156 | + w:header="720" w:footer="720" w:gutter="0"/> |
| 157 | + </w:sectPr> |
| 158 | + </w:body> |
| 159 | + |
| 160 | + <!-- |
| 161 | + * no relationships to a header or footer part appear in document.xml.rels |
| 162 | + * no header or footer parts appear in the package |
| 163 | + --> |
| 164 | + |
| 165 | +after adding a header:: |
| 166 | + |
| 167 | + <!-- document.xml --> |
| 168 | + <w:sectPr> |
| 169 | + <w:headerReference w:type="default" r:id="rId8"/> |
| 170 | + <w:pgSz w:w="12240" w:h="15840"/> |
| 171 | + <w:pgMar w:top="1440" w:right="1800" w:bottom="1440" w:left="1800" |
| 172 | + w:header="720" w:footer="720" w:gutter="0"/> |
| 173 | + </w:sectPr> |
| 174 | + |
| 175 | + <!-- document.xml.rels --> |
| 176 | + <Relationship Id="rId8" Type="http://sc...ps/header" Target="header1.xml"/> |
| 177 | + |
| 178 | +after then adding an even-page header:: |
| 179 | + |
| 180 | + <!-- document.xml --> |
| 181 | + <w:sectPr> |
| 182 | + <w:headerReference w:type="even" r:id="rId8"/> |
| 183 | + <w:headerReference w:type="default" r:id="rId9"/> |
| 184 | + <w:pgSz w:w="12240" w:h="15840"/> |
| 185 | + <w:pgMar w:top="1440" w:right="1800" w:bottom="1440" w:left="1800" |
| 186 | + w:header="720" w:footer="720" w:gutter="0"/> |
| 187 | + </w:sectPr> |
| 188 | + |
| 189 | + <!-- document.xml.rels --> |
| 190 | + <Relationship Id="rId8" Type="http://sc...ps/header" Target="header1.xml"/> |
| 191 | + <Relationship Id="rId9" Type="http://sc...ps/header" Target="header2.xml"/> |
| 192 | + |
| 193 | +Implementation sequence |
| 194 | +----------------------- |
| 195 | + |
| 196 | +* [ ] Implement skeleton SettingsPart |
| 197 | +* [ ] A settings part is constructed by loader using the custom part |
| 198 | +* [ ] Access header from section |
| 199 | + |
| 200 | +* [ ] Implement skeleton HeaderPart, consider a HeaderFooterPart base class. |
| 201 | +* [ ] A header/footer part is constructed by loader using the custom part |
| 202 | +* [ ] Access header from section |
| 203 | + |
| 204 | +Open topics |
| 205 | +----------- |
| 206 | + |
| 207 | +* [ ] notion that specifying different even/first header/footers is distinct |
| 208 | + from implementing different even/first header/footers. Auto-insertion |
| 209 | + of blank items on set different, when needed. Document Word behaviors. |
| 210 | +* [ ] settings.xml `w:evenAndOddHeaders` |
| 211 | +* [ ] interaction with `w:sectPr/w:titlePg` element for different first-page |
| 212 | + header and footer. |
| 213 | +* [ ] describe inheritance behavior from user perspective, with examples, of |
| 214 | + header/footers and different even and first page header/footers. |
| 215 | +* [ ] positioning of header and footer block in `w:pgMar` element |
| 216 | +* [ ] part name/location is `word/header1.xml` |
| 217 | + |
| 218 | +* [X] test whether Word will load a file with an even page header but no odd |
| 219 | + page header. Yes, works fine. |
| 220 | + |
| 221 | + |
| 222 | +Differences between a document without and with a header |
| 223 | +-------------------------------------------------------- |
| 224 | + |
| 225 | +If you create a default document and save it (let's call that test.docx), |
| 226 | +then add a header to it like so... |
| 227 | + |
| 228 | + This is a header. x of xx |
| 229 | + |
| 230 | +...the following changes will occur in the package: |
| 231 | + |
| 232 | +1) A part called header1.xml will be added to the package with the following |
| 233 | + pathname: |
| 234 | + |
| 235 | + /word/header1.xml |
| 236 | + |
| 237 | +2) A new relationship is specified at word/_rels/document.xml.rels: |
| 238 | + |
| 239 | +:: |
| 240 | + |
| 241 | + <Relationship Id="rId2" Type="http://schemas.openxmlformats.org/officeDocument/2006/relationships/header" Target="header1.xml" />* |
| 242 | + |
| 243 | +3) Within the <w:sectPr> element of document.xml, there will be a new element |
| 244 | + called headerReference: |
| 245 | + |
| 246 | +:: |
| 247 | + |
| 248 | + <w:sectPr> |
| 249 | + <w:headerReference w:type="default" r:id="rId2"/>* |
| 250 | + ... |
| 251 | + </w:sectPr> |
| 252 | + |
| 253 | + |
| 254 | +Different Even/Odd Page Headers and Footers |
| 255 | +------------------------------------------- |
| 256 | + |
| 257 | +The `w:evenAndOddHeaders` element in the settings part specifies whether |
| 258 | +sections have different headers and footers for even |
| 259 | +and odd pages. This setting determines this behavior for all sections in the |
| 260 | +document whether they have an even page header/footer defined or not. |
| 261 | +A section not having an even-page header or footer defined will inherit it |
| 262 | +from the prior section. |
| 263 | + |
| 264 | +When this setting is set to |True|, a blank header and/or footer is created |
| 265 | +in the first document section when one is not present and becomes the default |
| 266 | +for the sections that follow until a header/footer is explicitly defined. |
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