How to Update "Include In Menu" on Categories Programmatically in Magento 2

Table of Contents

  1. Introduction
  2. Understanding the Problem
  3. Setting Up the Environment
  4. Updating "Include in Menu" Programmatically
  5. Troubleshooting Common Issues
  6. Best Practices
  7. Conclusion
  8. FAQ

Introduction

If you're working on customizing the Magento 2 platform, one common task is updating category properties programmatically. One such property is the "Include in Menu," which determines whether a category is displayed in the store's menu. However, many developers encounter issues where changes made to this setting programmatically do not reflect in the admin panel. Understanding the underlying reasons and knowing how to circumvent these issues is crucial for seamless updates.

In this blog post, we will delve into how to update the "Include in Menu" setting on categories programmatically in Magento 2 and ensure these changes are accurately reflected in the admin panel. By the end of this post, you'll have a clear understanding of how to implement these updates properly and troubleshoot common pitfalls.

Understanding the Problem

When updating the "Include in Menu" property of categories programmatically, developers often find that the front-end reflects the changes, but the admin panel does not. The root cause of this discrepancy can typically be traced back to how Magento handles store IDs and data synchronization between the front-end and admin panel.

In Magento, the "store ID" parameter is critical for distinguishing between different views of data. The default store ID for the admin is 0, whereas the front-end store ID is 1. Therefore, if changes are made using the incorrect store ID, they will not appear properly across both views.

Setting Up the Environment

Before we begin updating category properties, it's imperative to ensure your development environment is correctly configured to interact with Magento 2. You'll need the following:

  1. Magento 2 installed and running.
  2. Administrative access to Magento's backend.
  3. Familiarity with Object Manager and dependency injection in Magento.

Updating "Include in Menu" Programmatically

Let's walk through the process of updating the "Include in Menu" property of categories. Here’s a step-by-step guide:

Step 1: Inject Dependencies

First, you need to inject the necessary services into your constructor. These services include the CategoryRepositoryInterface, CategoryFactory, and StoreManagerInterface. These dependencies allow you to manage categories and store settings programmatically.

protected $categoryRepository;
protected $categoryFactory;
protected $storeManager;

public function __construct(
    \Magento\Catalog\Model\CategoryRepositoryInterface $categoryRepository,
    \Magento\Catalog\Model\CategoryFactory $categoryFactory,
    \Magento\Store\Model\StoreManagerInterface $storeManager
) {
    $this->categoryRepository = $categoryRepository;
    $this->categoryFactory = $categoryFactory;
    $this->storeManager = $storeManager;
}

Step 2: Load and Update Categories

Next, load the categories you wish to update. Loop through these categories, set the "Include in Menu" property to true, and save the changes.

public function updateCategories()
{
    $store = $this->storeManager->getStore('admin'); // Ensure the admin store view
    $storeId = $store->getId();
    $categoryCollection = $this->categoryFactory->create()->getCollection()
        ->addAttributeToFilter('is_active', 1)
        ->addAttributeToFilter('include_in_menu', 0);

    foreach ($categoryCollection as $category) {
        $category->setStoreId($storeId);
        $category->setIncludeInMenu(1);
        $this->categoryRepository->save($category);
    }
}

Step 3: Verify Changes in Admin

To ensure that changes reflect in the admin panel, set the store ID explicitly to 0. This step is crucial for synchronizing updates across the front-end and back-end.

$category->setStoreId(0); // Admin store ID
$category->setIncludeInMenu(1);
$this->categoryRepository->save($category);

Troubleshooting Common Issues

Data Not Reflecting in Admin Panel

If the changes are not reflected in the admin panel, verify that you are setting the store ID to 0. If the store ID is not correctly set, the admin view will not reflect the updates made.

Flat Categories Enabled

Having "flat categories" enabled in Magento can also cause discrepancies. The flat data needs to be refreshed. You can reindex your data by running:

php bin/magento indexer:reindex

Best Practices

  1. Backup Your Data: Before making any changes programmatically, always ensure you have a backup of your data.
  2. Error Handling: Implement proper error handling when updating category properties to catch and address any issues promptly.
  3. Testing in Staging: Test your updates in a staging environment before applying them to your live store to prevent any disruptions.

Conclusion

Updating the "Include in Menu" property programmatically in Magento 2 can be straightforward once you understand the significance of store IDs and data synchronization. By carefully setting the store ID to 0, ensuring flat categories are reindexed, and re-evaluating your script for overlooked details, you can achieve seamless category updates reflected in both the front-end and admin panel.

Implementing these changes meticulously will enhance your Magento 2 store’s functionality, ensuring that your menus display the accurate categories, ultimately enriching your customer's shopping experience.

FAQ

Q: Why are changes not reflecting in the admin panel after updating the "Include in Menu" property?

A: This issue often occurs due to incorrect store ID settings. Ensure the store ID is set to 0 to reflect changes in the admin panel.

Q: How do you reindex data in Magento 2?

A: You can reindex data by running the command php bin/magento indexer:reindex from your Magento root directory.

Q: Can flat categories affect the changes made to category properties programmatically?

A: Yes, if flat categories are enabled, you need to reindex your data to ensure changes are reflected properly.

By following these practices and steps, you can effectively manage and programmatically update category properties in Magento 2 without facing synchronization issues.