sphinx-external-toc [IN-DEVELOPMENT]

A sphinx extension that allows the documentation site-map (a.k.a Table of Contents) to be defined external to the documentation files.

In normal Sphinx documentation, the documentation site-map is defined via a bottom-up approach - adding toctree directives within pages of the documentation.

This extension facilitates a top-down approach to defining the site-map structure, within a single YAML file.

User Guide

Sphinx Configuration

Add to your conf.py:

extensions = ["sphinx_external_toc"]
external_toc_path = "_toc.yml"  # optional, default: _toc.yml
external_toc_exclude_missing = False  # optional, default: False

Note the external_toc_path is always read as a Unix path.

Basic Structure

A minimal ToC defines the top level root key, for a single root document file:

root: intro

The value of the root key will be a path to a file, in Unix format (folders split by /), relative to the source directory, and can be with or without the file extension.

:::{note} This root file will be set as the master_doc. :::

Document files can then have a parts key - denoting a list of individual toctrees for that document - and in-turn each part should have a sections key - denoting a list of children links, that are one of: file, url or glob:

• file: path to a single document file in Unix format, with or without the file extension (as for root)
• glob: path to one or more document files via Unix shell-style wildcards (similar to fnmatch, but single stars don't match slashes.)
• url: path for an external URL (starting e.g. http or https)

:::{important} Each document file can only occur once in the ToC! :::

This can proceed recursively to any depth.

root: intro
parts:
- sections:
  - file: doc1
    parts:
    - sections:
      - file: doc2
        parts:
        - sections:
          - file: doc3
  - url: https://example.com
  - glob: subfolder/other*

This is equivalent to having a single toctree directive in intro, containing doc1, and a single toctree directive in doc1, with the :glob: flag and containing doc2, https://example.com and subfolder/other*.

As a shorthand, the sections key can be at the same level as the file, which denotes a document with a single part. For example, this file is exactly equivalent to the one above:

root: intro
sections:
- file: doc1
  sections:
  - file: doc2
    sections:
    - file: doc3
- url: https://example.com
- glob: subfolder/other*

File and URL titles

By default, the initial header within a file document will be used as its title in generated Table of Contents. With the title key you can set an alternative title for a document. and also for url:

root: intro
parts:
- sections:
  - file: doc1
    title: Document 1 Title
  - url: https://example.com
    title: Example URL Title

ToC tree (part) options

Each part can be configured with a number of options (see also sphinx toctree options):

• caption (string): A title for the whole the part, e.g. shown above the part in ToCs
• hidden (boolean): Whether to show the ToC within (inline of) the document (default False). By default it is appended to the end of the document, but see also the tableofcontents directive for positioning of the ToC.
• maxdepth (integer): A maximum nesting depth to use when showing the ToC within the document.
• numbered (boolean or integer): Automatically add numbers to all documents within a part (default False). If set to True, all sub-parts will also be numbered based on nesting (e.g. with 1.1 or 1.1.1), or if set to an integer then the numbering will only be applied to that depth.
• reversed (boolean): If True then the entries in the part will be listed in reverse order. This can be useful when using glob sections.
• titlesonly (boolean): If True then only the first heading in the document will be shown in the ToC, not other headings of the same level.

These options can be set at the level of the part:

root: intro
parts:
- caption: Part Caption
  hidden: False
  maxdepth: 1
  numbered: True
  reversed: False
  titlesonly: True
  sections:
  - file: doc1
    parts:
    - titlesonly: True
      sections:
      - file: doc2

or, if you are using the shorthand for a single part, set options under an options key:

root: intro
options:
  caption: Part Caption
  hidden: False
  maxdepth: 1
  numbered: True
  reversed: False
  titlesonly: True
sections:
- file: doc1
  options:
    titlesonly: True
  sections:
  - file: doc2

You can also use the top-level defaults key, to set default options for all parts:

root: intro
defaults:
  titlesonly: True
options:
  caption: Part Caption
  hidden: False
  maxdepth: 1
  numbered: True
  reversed: False
sections:
- file: doc1
  sections:
  - file: doc2

:::{warning} numbered should not generally be used as a default, since numbering cannot be changed by nested parts, and sphinx will log a warning. :::

:::{note} By default, section numbering restarts for each part. If you want want this numbering to be continuous, check-out the sphinx-multitoc-numbering extension. :::

Add a ToC to a page's content

By default, the toctree generated per document (one per part) are appended to the end of the document and hidden (then, for example, most HTML themes show them in a side-bar). But if you would like them to be visible at a certain place within the document body, you may do so by using the tableofcontents directive:

ReStructuredText:

.. tableofcontents::

MyST Markdown:

```{tableofcontents}
```

Currently, only one tableofcontents should be used per page (all toctree will be added here), and only if it is a page with child/descendant documents.

Note, this will override the hidden option set for a part.

Excluding files not in ToC

By default, Sphinx will build all document files, regardless of whether they are specified in the Table of Contents, if they:

1. Have a file extension relating to a loaded parser (e.g. .rst or .md)
2. Do not match a pattern in exclude_patterns

To automatically add any document files that do not match a file or glob in the ToC to the exclude_patterns list, add to your conf.py:

external_toc_exclude_missing = True

Note that, for performance, files that are in hidden folders (e.g. in .tox or .venv) will not be added to exclude_patterns even if they are not specified in the ToC. You should exclude these folders explicitly.

Command-line

This package comes with the sphinx-etoc command-line program, with some additional tools.

To see all options:

$ sphinx-etoc --help

To build a template site from only a ToC file:

$ sphinx-etoc create-site -p path/to/site -e rst path/to/_toc.yml

Note, you can also add additional files in meta/create_files amd append text to the end of files with meta/create_append, e.g.

root: intro
sections:
- glob: doc*
meta:
  create_append:
    intro: |
      This is some
      appended text
  create_files:
  - doc1
  - doc2
  - doc3

To build a ToC file from an existing site:

$ sphinx-etoc create-toc path/to/folder

Some rules used:

• Files/folders will be skipped if they match a pattern added by -s (based on fnmatch Unix shell-style wildcards)
• Sub-folders with no content files inside will be skipped
• File and folder names will be sorted by natural order
• If there is a file called index (or the name set by -i) in any folder, it will be treated as the index file, otherwise the first file by ordering will be used.

The command can also guess a title for each file, based on its path:

• The folder name is used for index files, otherwise the file name
• Words are split by _
• The first "word" is removed if it is an integer

For example, for a site with files:

index.rst
1_a_title.rst
11_another_title.rst
.hidden_file.rst
.hidden_folder/index.rst
1_a_subfolder/index.rst
2_another_subfolder/index.rst
2_another_subfolder/other.rst
3_subfolder/1_no_index.rst
3_subfolder/2_no_index.rst
14_subfolder/index.rst
14_subfolder/subsubfolder/index.rst
14_subfolder/subsubfolder/other.rst

will create the ToC:

$ sphinx-etoc create-toc path/to/folder -i index -s ".*" -e ".rst" -t
root: index
sections:
- file: 1_a_title
  title: A title
- file: 11_another_title
  title: Another title
- file: 1_a_subfolder/index
  title: A subfolder
- file: 2_another_subfolder/index
  title: Another subfolder
  sections:
  - file: 2_another_subfolder/other
    title: Other
- file: 3_subfolder/1_no_index
  title: No index
  sections:
  - file: 3_subfolder/2_no_index
    title: No index
- file: 14_subfolder/index
  title: Subfolder
  sections:
  - file: 14_subfolder/subsubfolder/index
    title: Subsubfolder
    sections:
    - file: 14_subfolder/subsubfolder/other
      title: Other

API

The ToC file is parsed to a SiteMap, which is a MutableMapping subclass, with keys representing docnames mapping to a DocItem that stores information on the toctrees it should contain:

import yaml
from sphinx_external_toc.parsing import parse_toc_yaml
path = "path/to/_toc.yml"
site_map = parse_toc_yaml(path)
yaml.dump(site_map.as_json())

Would produce e.g.

_root: intro
doc1:
  docname: doc1
  parts: []
  title: null
intro:
  docname: intro
  parts:
  - caption: Part Caption
    numbered: true
    reversed: false
    sections:
    - doc1
    titlesonly: true
  title: null

Development Notes

Questions / TODOs:

• Add additional top-level keys, e.g. appendices (see https://github.com/sphinx-doc/sphinx/issues/2502) and bibliography
• Using external_toc_exclude_missing to exclude a certain file suffix: currently if you had files doc.md and doc.rst, and put doc.md in your ToC, it will add doc.rst to the excluded patterns but then, when looking for doc.md, will still select doc.rst (since it is first in source_suffix). Maybe open an issue on sphinx, that doc2path should respect exclude patterns.
• Integrate https://github.com/executablebooks/sphinx-multitoc-numbering into this extension? (or upstream PR)
• document suppressing warnings
• test against orphan file
• https://github.com/executablebooks/sphinx-book-theme/pull/304
• CLI command to generate toc from existing documentation toctrees (and then remove toctree directives)
• test rebuild on toc changes (and document how rebuilds are controlled when toc changes)
• some jupyter-book issues point to potential changes in numbering, based on where the toctree is in the document. So could look into placing it e.g. under the first heading/title