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Message author's name appears in From: instead of roundup instance name (which still appears in the Reply-To:) envelope-from is now set to the roundup-admin and not roundup itself so delivery reports aren't sent to roundup (thanks Patrick Ohly)
author Richard Jones <richard@users.sourceforge.net>
date Wed, 12 Dec 2001 21:47:45 +0000
parents 9d97c1a4ddad
children 141aacfdb34f
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1 <html><head>
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2 <title>Roundup: an Issue-Tracking System for Knowledge Workers</title>
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3 </head><body>
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5 <h1 align=center>Roundup (0.3.0)</h1>
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6 <h3 align=center>An Issue-Tracking System for Knowledge Workers</h2>
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8 <h1>Contents</h1>
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9
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10 <ul>
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11 <li><a href="overview.html">Overview</a> (Initial submission to SC Track)
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12 <li><a href="#installation">Installation</a>
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13 <ul>
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14 <li><a href="#requires">Prerequisites</a>
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15 <li><a href="#getting">Getting Roundup</a>
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16 <li><a href="#installing">Installing Roundup</a>
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17 </ul>
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18 <li><a href="#starting">Getting Started</a>
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19 <ul>
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20 <li><a href="#instance">The Instance</a>
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21 <li><a href="#startcmd">Command Line Tool</a>
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22 <li><a href="#startweb">E-Mail Interface</a>
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23 <li><a href="#startweb">Web Interface</a>
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24 <li><a href="#users">Users and Access Control</a> (Users and permissions, Adding users)
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25 <li><a href="#issues">Issues</a>
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26 </ul>
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27 <li><a href="#guide">User Guide</a>
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28 <ul>
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29 <li><a href="#cmd">Command Line Tool</a>
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30 <li><a href="#web">Web Interface</a>
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31 <li><a href="#mail">E-Mail Gateway</a> (Message content summary, Address handling, Performing Actions)
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32 </ul>
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33 <li><a href="#custom">Customising Roundup</a>
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34 <ul>
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35 <li><a href="#config">Instance Configuration</a>
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36 <li><a href="#custinst">Instance Schema</a> (Creating a new information store)
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37 <li><a href="#custweb">Web Interface</a> (Displaying properties, Index views, Item views)
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38 </ul>
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39 <li><a href="spec.html">Roundup's Design Document</a> ("Implementation Guide")
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40 <li><a href="#ack">Acknowledgements</a>
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41 </ul>
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43 <p><hr>
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44 <h1><a name="installation">Installation</a></h1>
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47 <h2><a name="requires">Prerequisites</a></h2>
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49 <dl>
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50 <dt>Either:
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51 <dd>Python 2.0 with pydoc installed. See http://www.lfw.org/ for pydoc.
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52 <dt>or
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53 <dd>Python 2.1 or later
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54 </dl>
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55
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56 Download the latest version from
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57 <a href="http://www.python.org/">http://www.python.org/</a>.
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61 <h2><a name="getting">Getting Roundup</a></h2>
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63 Download the latest version from
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64 <a href="http://roundup.sf.net/">http://roundup.sf.net/</a>.
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67 <h2><a name="installing">Installing Roundup</a></h2>
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68
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69 <ol>
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70 <li>Run:
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71 <br><tt>python setup.py install</tt>
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72 <li>If you would prefer the scripts installed in somewhere other than
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73 <tt>/usr/local/bin</tt>, add <tt>"--install-scripts=&lt;dir&gt;"</tt>
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74 to the command:
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75 <br><tt>python setup.py install --install-scripts=&lt;dir&gt;</tt>
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76 <li>The command:
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77 <br><tt>python setup.py install --help</tt>
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78 <br>gives all the options available for installation.
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79 </ol>
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82 <p><hr>
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83 <h1><a name="starting">Getting Started</a></h1>
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84
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85 The following instructions assume that you have installed roundup. If you
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86 haven't, you may still proceed - just preface all commands with "./"
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87 ie. "./roundup-admin init".
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90 <h2><a name="instance">The Instance</a></h2>
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91
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92 We'll be referring to the term <em>instance</em> a lot from now on. An
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93 instance is
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94 a directory in your filesystem that is where all the information about a
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95 live issue tracker database is stored. The data that is entered as issues,
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96 the users who access the database and the definition of the database itself
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97 all reside there:
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98 <ol>
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99 <li><strong>Hyperdatabase</strong>
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100 <br>This is the lowest component of Roundup and is where all the
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101 issues, users, file attachments and messages are stored.
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102 <li><strong>Database schema</strong>
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103 <br>This describes the content of the hyperdatabase - what fields are
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104 stored for issues, what user information, etc. Being stored in the
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105 instance, this allows it to be customised for a particular application.
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106 It also means that changes in the Roundup core code do not affect a
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107 running instance.
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108 <li><strong>Web Interface</strong>
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109 <br>The web interface templates are defined in the instance too - and
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110 the actual CGI interface class is defined (mostly using base classes in
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111 the Roundup core code) so it, like the database, may be customised for
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112 each instance in use.
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113 </ol>
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114
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115 Instances are created using the <tt>roundup-admin</tt> tool.
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117 <h2><a name="startcmd">Command Line Tool</a></h2>
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118
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119 To initiliase a new instance, run <tt>roundup-admin init</tt>. You will be
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120 asked a series of questions:
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121
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122 <ol>
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123 <li>Instance home directory
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124 <li>Schema to use
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125 <li>Database back-end to use
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126 <li>Administration user "admin" password.
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127 </ol>
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128
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129 You should also think about whether there is going to be controlled access
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130 to the instance on the machine the instance is running on. That is, who can
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131 actually make changes to the database using the roundup-admin tool. See
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132 the section on <a href="#users">Users and Access Control</a> for
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133 information on how to secure your instance from the start.
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134
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135 <p>
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136
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137 Roundup is configurable using an instance_config.py file in the instance home.
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138 It should be edited before roundup is used, and may have the following
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139 variable declarations:
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141 <ol>
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142 <li>MAILHOST
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143 <br>The SMTP mail host that roundup will use to send mail
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144 <li>MAIL_DOMAIN
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145 <br>The domain name used for email addresses
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146 <li>ISSUE_TRACKER_WEB
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147 <br>The web address of the issue tracker's web interface
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148 </ol>
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149
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150 <p>
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151 The email addresses used by the system by default are:
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152
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153 <ol>
260
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154 <li>ISSUE_TRACKER_EMAIL - issue_tracker@MAIL_DOMAIN
251
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155 <br>submissions of issues
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156 <li>ADMIN_EMAIL - roundup-admin@MAIL_DOMAIN
251
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157 <br>roundup's internal use (problems, etc)
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158 </ol>
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159
256
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160 <h2><a name="startweb">E-Mail Interface</a></h2>
370
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161
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162 <h3>Setup 1: As a mail alias pipe process</h3>
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163 Set up a mail alias called "issue_tracker" as (include the quote marks):
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164 <blockquote>
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165 <tt>"|/usr/bin/python /usr/local/bin/roundup-mailgw &lt;instance_home&gt;"</tt>
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166 </blockquote>
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167
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168 In some installations (e.g. RedHat 6.2 I think) you'll need to set up smrsh
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169 so sendmail will accept the pipe command. In that case, symlink
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170 /etc/smrsh/roundup-mailgw to /usr/local/bin/roundup-mailgw and change the
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171 command to:
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172 <blockquote>
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173 <tt>|roundup-mailgw &lt;instance_home&gt;</tt>
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174 </blockquote>
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175
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176 To test the mail gateway on unix systems, try:
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177
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178 <blockquote>
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179 <tt>echo test |mail -s '[issue] test' issue_tracker@your.domain</tt>
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180 </blockquote>
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181
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182
370
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183 <h3>Setup 2: As a regular cron job</h3>
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184
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185 Set the roundup-mailgw up to run every 10 minutes or so. For example:
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186 <blockquote>
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187 <tt>10 * * * * /usr/local/bin/roundup-mailgw &lt;instance_home&gt; &lt;mail_spool_file&gt;</tt>
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188 </blockquote>
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189
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190 Where the mail_spool_file argument is the location of the roundup
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191 submission user's mail spool. On most systems, the spool for a user
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192 "issue_tracker" will be "/var/mail/issue_tracker".
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193
251
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194
256
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195 <h2><a name="startweb">Web Interface</a></h2>
251
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196 This software will work through apache or stand-alone.
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197 <p>
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198 <strong>Stand-alone:</strong>
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199 <ol>
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200 <li>Edit roundup-server at the top - ROUNDUP_INSTANCE_HOMES needs to know
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201 about your instance. *** command-line option
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202 <li><tt>roundup-server [hostname port]</tt> (hostname may be "")
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203 <li>Load up the page <tt>/&lt;instance name&gt;/index</tt> where
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204 instance name is the
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205 name you nominated in <tt>ROUNDUP_INSTANCE_HOMES</tt>.
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206 *** command-line option
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207 </ol>
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208
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209 <strong>Apache:</strong>
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210 <ol>
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211 <li>The CGI script is found in the cgi-bin directory of the roundup
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212 distribution.
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213 </li>
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214 <li>Make sure roundup.cgi is executable. Edit it at the top -
251
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215 ROUNDUP_INSTANCE_HOMES needs to know about your instance.
402
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216 </li>
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217 <li>Edit your /etc/httpd/conf/httpd.conf and make sure that the
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218 /home/httpd/html/roundup/roundup.cgi script will be treated as a CGI
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219 script.
402
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220 </li>
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221 <li>Re-start your apache to re-load the config if necessary.
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222 </li>
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223 <li>Load up the page "/roundup/roundup.cgi/<instance name>/index" where
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224 instance name is the name you nominated in ROUNDUP_INSTANCE_HOMES.
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225 </li>
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226 <li>To use the CGI script unchanged, which allows much easier updates,
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227 add these directives to your "httpd.conf":
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228 <pre>
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229 SetEnv ROUNDUP_LOG "/var/log/roundup.log"
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230 SetEnv ROUNDUP_INSTANCE_HOMES "Default=/usr/local/share/roundup/instances/Default"
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231 SetEnv ROUNDUP_DEBUG "0"
251
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232 </pre>
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233 </li>
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234 <li>On Windows, write a batch file "roundup.bat" similar to the one below
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235 and place it into your cgi-bin directory:
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236 <pre>
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237 @echo off
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238 set ROUNDUP_LOG=c:\Python21\share\roundup\cgi.log
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239 set ROUNDUP_INSTANCE_HOMES=Default=c:\Python21\share\roundup\instances\Default;
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240 set ROUNDUP_DEBUG=0
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241 c:\Python21\python.exe c:\Python21\share\roundup\cgi-bin\roundup.cgi
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242 </pre>
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243 </li>
251
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244 </ol>
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245
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246
402
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247
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248
256
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249 <h2><a name="users">Users</a></h2>
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250
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251 <h3>Users and permissions</h3>
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252 By default, roundup automatically creates one user when the instance
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253 database is initialised (using roundup-admin init). The user is "admin" and
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254 the password is the one you supply at that time.
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255 <p>
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256 If users attempt to use roundup in any manner and are not identified to
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257 roundup, they will be using the database in a read-only mode. That is, if
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258 roundup doesn't know who they are, they can't change anything. This has the
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259 following repurcussions:
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260 <dl>
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261 <dt><strong>Command-line interface</strong>
270
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262 <dd>The data modification commands (create, init, retire, set) are
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263 performed as the "admin" user. It is therefore important that the database
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264 be protected by the filesystem if protection is required. On a Unix system,
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265 the easiest and most flexible method of doing so is:
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266 <ol>
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267 <li>Add a new user and group to your system (e.g. "issue_tracker")
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268 <li>When creating a new instance home, use the following commands
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269 (substituting instance_home for the directory you want to use):<br>
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270 <pre>
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271 mkdir instance_home
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272 chown issue_tracker:issue_tracker instance_home
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273 chmod g+rwxs instance_home
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274 roundup-admin -i instance_home init
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275 </pre>
277
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276 <li>Now, edit the /etc/group line for the issue_tracker group so it includes
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277 the unix logins of all the users who are going to administer your roundup
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278 instance. If you're running the web or mail gateways, then be sure to
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279 include those users in the group too (on some Linux systems, these
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280 users are "www" or "apache" and "mail".)
270
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281 </ol>
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282
265
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283 <dt><strong>E-Mail interface</strong>
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284 <dd>Users are identified by e-mail address - a new user entry will be
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285 created for any e-mail address that is not recognised, so users are
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286 <em>always</em> identified by roundup.
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287 <dt><strong>Web interface</strong>
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288 <dd>Unidentified users have read-only access. If the users database has an
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289 entry with the username "anonymous", then unidentified users are
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290 automatically logged in as that user. This gives them write access.
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291 </dl>
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292 <p>
316
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293 *** anonymous access and the ANONYMOUS_* configuratins.
265
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294
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295 <h3>Adding users</h3>
251
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296 To add users, use one of the following interfaces:
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297
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298 <ol>
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299 <li>On the web, access the URL <tt>.../&lt;instance name&gt;/newuser</tt>
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300 to bring up a form which may be used to add a new user.
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301 <li>On the command-line, use:
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302 <br><tt>roundup-admin -i &lt;instance home&gt; create user
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303 username=bozo password=bozo address=richard@clown.org</tt>
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304 <br>Supply the admin username and password. roundup-admin will print the
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305 id of the new user.
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306 <li>Any e-mail sent to roundup from an address that doesn't match an
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307 existing user in the database will result in a new user entry being
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308 created for that user.
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309 </ol>
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310
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311
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312
256
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diff changeset
313 <h2><a name="issues">Issues</a></h2>
251
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314 To add issues, use one of the following interfaces:
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315
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316 <ol>
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317 <li>On the web, access the URL <tt>.../&lt;instance name&gt;/newissue</tt>
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318 to bring up a form which may be used to add a new issue.
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319 <li>On the command-line, use:
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320 <br><tt>roundup-admin -i &lt;instance home&gt; create issue
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321 title="test issue"</tt>
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322 <br>Supply the admin username and password. roundup-admin will print the
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323 id of the new issue.
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324 <li>Any e-mail sent to roundup with the subject line containing [issue]
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325 will automatically created a new issue in the database using the
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326 contents of the e-mail.
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327 </ol>
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328
255
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329 <p><hr>
256
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330 <h1><a name="guide">User Guide</a></h1>
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331 <h2><a name="cmd">Command Line Tool</a></h2>
253
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332
5973f1d80ace More doc, straight out of the mailgw module and roundup-admin help
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333 Usage:
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334 <tt>roundup-admin [-i instance home] [-u login] [-c] &lt;command&gt;
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335 &lt;arguments&gt;</tt>
255
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336
253
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337 <p>
255
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diff changeset
338 <table><tr><th colspan=2>Options:</th></tr>
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339 <tr><td>-i instance home </td><td>specify the issue tracker "home directory" to administer
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340 </td></tr>
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341 <tr><td>-u </td><td>the user[:password] to use for commands
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342 </td></tr>
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343 <tr><td>-c </td><td>when outputting lists of data, just comma-separate them
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344 </td></tr>
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345 </table>
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346
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347 <p>
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diff changeset
348 <table border=1 cellspacing=0>
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349 <tr><th colspan=2>Command Help</th></tr>
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350 <tr><td valign=top><strong>history</strong></td>
260
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351 <td><tt>history designator</tt><p>
255
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352 Lists the journal entries for the node identified by the designator.
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353 </td></tr>
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354
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355 <tr><td valign=top><strong>find</strong></td>
260
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356 <td><tt>find classname propname=value ...</tt><p>
255
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357 Find the nodes of the given class with a given property value. The
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358 value may be either the nodeid of the linked node, or its key value.
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359 </td></tr>
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360
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361 <tr><td valign=top><strong>list</strong></td>
260
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362 <td><tt>list classname [property]</tt><p>
255
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363 Lists all instances of the given class along. If the property is not
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364 specified, the "label" property is used. The label property is tried
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365 in order: the key, "name", "title" and then the first property,
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366 alphabetically.
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367 </td></tr>
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368
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369 <tr><td valign=top><strong>retire</strong></td>
260
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370 <td><tt>retire designator[,designator]*</tt><p>
255
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371 This action indicates that a particular node is not to be retrieved by
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372 the list or find commands, and its key value may be re-used.
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373 </td></tr>
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374
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375 <tr><td valign=top><strong>create</strong></td>
260
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376 <td><tt>create classname property=value ...</tt><p>
255
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377 This creates a new entry of the given class using the property
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378 name=value arguments provided on the command line after the "create"
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379 command.
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diff changeset
380 </td></tr>
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381
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382 <tr><td valign=top><strong>get</strong></td>
260
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383 <td><tt>get property designator[,designator]*</tt><p>
255
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384 Retrieves the property value of the nodes specified by the designators.
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385 </td></tr>
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386
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387 <tr><td valign=top><strong>spec</strong></td>
260
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388 <td><tt>spec classname</tt><p>
255
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389 This lists the properties for a given class.
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390 </td></tr>
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391
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392 <tr><td valign=top><strong>set</strong></td>
260
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393 <td><tt>set designator[,designator]* propname=value ...</tt><p>
255
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394 Sets the property to the value for all designators given.
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395 </td></tr>
279
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396
255
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397 <tr><td valign=top><strong>init</strong></td>
260
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398 <td><tt>init [template [backend [admin password]]]</tt><p>
255
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diff changeset
399 The command will prompt for the instance home directory (if not supplied
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400 through INSTANCE_HOME or the -i option. The template, backend and admin
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401 password may be specified on the command-line as arguments, in that order.
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diff changeset
402 </td></tr>
279
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403
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404 <tr><td valign=top><strong>export</strong></td>
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405 <td><tt>export class[,class] destination_dir</tt><p>
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diff changeset
406 This action exports the current data from the database into
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407 comma-separated files that are placed in the nominated destination
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diff changeset
408 directory. The journals are not exported.
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diff changeset
409 </td></tr>
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diff changeset
410
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diff changeset
411 <tr><td valign=top><strong>import</strong></td>
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412 <td><tt>import class file</tt><p>
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413 The file must define the same properties as the class (including having
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diff changeset
414 a "header" line with those property names.)
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diff changeset
415 </td></tr>
255
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416
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417 <tr><td valign=top><strong>freshen</strong></td>
260
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418 <td><tt>freshen</tt><p>
255
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diff changeset
419 <strong>**DO NOT USE**</strong>
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diff changeset
420 <p>
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diff changeset
421 This currently kills databases!!!!
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diff changeset
422 <p>
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diff changeset
423 This action should generally not be used. It reads in an instance
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diff changeset
424 database and writes it again. In the future, is may also update
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diff changeset
425 instance code to account for changes in templates. It's probably wise
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diff changeset
426 not to use it anyway. Until we're sure it won't break things...
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diff changeset
427 </td></tr>
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diff changeset
428
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diff changeset
429 <tr><td><strong>help</strong></td>
260
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430 <td><tt>help [command]</tt><p>
255
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431 Short help about roundup-admin or the specific command.
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432 </td></tr>
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433
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434 <tr><td><strong>morehelp</strong></td>
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435 <td><tt>morehelp</tt><p>
255
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436 All available help from the roundup-admin tool.
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437 </td></tr>
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438 </table>
253
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439
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440 <p>
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441 All commands (except help) require an instance specifier. This is just the path
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442 to the roundup instance you're working with. A roundup instance is where
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443 roundup keeps the database and configuration file that defines an issue
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444 tracker. It may be thought of as the issue tracker's "home directory". It may
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445 be specified in the environment variable ROUNDUP_INSTANCE or on the command
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446 line as "-i instance".
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447
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448 <p>
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449 A designator is a classname and a nodeid concatenated, eg. bug1, user10, ...
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450
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451 <p>
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452 Property values are represented as strings in command arguments and in the
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453 printed results:
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454 <ul>
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455 <li>Strings are, well, strings.
271
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456 <li>Password values will display as their encoded value.
253
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457 <li>Date values are printed in the full date format in the local time zone, and
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458 accepted in the full format or any of the partial formats explained below.
255
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459 <table>
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460 <tr><th>Input of...</th><th>Means...</th></tr>
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461 <tr><td>"2000-04-17.03:45"</td><td>2000-04-17.08:45:00</td></tr>
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462 <tr><td>"2000-04-17"</td><td>2000-04-17.00:00:00</td></tr>
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463 <tr><td>"01-25"</td><td>yyyy-01-25.00:00:00</td></tr>
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464 <tr><td>"08-13.22:13"</td><td>yyyy-08-14.03:13:00</td></tr>
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465 <tr><td>"11-07.09:32:43"</td><td>yyyy-11-07.14:32:43</td></tr>
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466 <tr><td>"14:25"</td><td>yyyy-mm-dd.19:25:00</td></tr>
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467 <tr><td>"8:47:11"</td><td>yyyy-mm-dd.13:47:11</td></tr>
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diff changeset
468 <tr><td>"."</td><td>"right now"</td></tr>
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diff changeset
469 </table>
253
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470 <li>Link values are printed as node designators. When given as an argument,
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471 node designators and key strings are both accepted.
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472 <li>Multilink values are printed as lists of node designators joined by commas.
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473 When given as an argument, node designators and key strings are both
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474 accepted; an empty string, a single node, or a list of nodes joined by
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475 commas is accepted.
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476 </ul>
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477 When multiple nodes are specified to the roundup get or roundup set
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478 commands, the specified properties are retrieved or set on all the listed
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479 nodes.
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480 <p>
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481 When multiple results are returned by the roundup get or roundup find
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482 commands, they are printed one per line (default) or joined by commas (with
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diff changeset
483 the -c) option.
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484 <p>
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485 Where the command changes data, a login name/password is required. The
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486 login may be specified as either "name" or "name:password".
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487 <ul>
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488 <li>ROUNDUP_LOGIN environment variable
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489 <li>the -u command-line option
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490 </ul>
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491 If either the name or password is not supplied, they are obtained from the
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492 command-line.
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493
256
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494 <h2><a name="web">Web Interface</a></h2>
266
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495 Index views may be modified by the following arguments:
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496 <pre>
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497 :sort - sort by prop name, optionally preceeded with '-'
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498 to give descending or nothing for ascending sorting.
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499 :group - group by prop name, optionally preceeded with '-' or
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500 to sort in descending or nothing for ascending order.
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501 :filter - selects which props should be displayed in the filter
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502 section. Default is all.
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503 :columns - selects the columns that should be displayed.
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504 Default is all.
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505 propname - selects the values the node properties given by propname
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506 must have (very basic search/filter).
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507 </pre>
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508
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509 <strong>Not sure what to put in here...</strong>
253
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diff changeset
510
256
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511 <h2><a name="mail">E-Mail Gateway</a></h2>
253
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512
277
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513 <h3>Performing Actions</h3>
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514 The subject line of the incoming message is examined to determine whether
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515 the message is an attempt to create a new item or to discuss an existing
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516 item. A designator enclosed in square brackets is sought as the first thing
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517 on the subject line (after skipping any "Fwd:" or "Re:" prefixes).
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518 <p>
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519 If an item designator (class name and id number) is found there, the newly
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520 created "msg" node is added to the "messages" property for that item, and
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521 any new "file" nodes are added to the "files" property for the item.
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522 <p>
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523 If just an item class name is found there, we attempt to create a new item
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524 of that class with its "messages" property initialized to contain the new
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525 "msg" node and its "files" property initialized to contain any new "file"
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526 nodes.
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527
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528 <h3>Setting Properties</h3>
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529 The e-mail interface also provides a simple way to set
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530 properties on items. At the end of the subject line,
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531 <em>propname</em><tt>=</tt><em>value</em> pairs can be
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532 specified in square brackets, using the same conventions
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533 as for the <tt>roundup&nbsp;set</tt> shell command.
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534 explanatory message given in the exception.
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535
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536 <h3>Message content</h3>
253
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537 Incoming messages are examined for multiple parts:
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538 <ul>
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539 <li>In a multipart/mixed message or part, each subpart is extracted and
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540 examined. The text/plain subparts are assembled to form the textual
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diff changeset
541 body of the message, to be stored in the file associated with a "msg"
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diff changeset
542 class node. Any parts of other types are each stored in separate files
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543 and given "file" class nodes that are linked to the "msg" node.
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544 <li>In a multipart/alternative message or part, we look for a text/plain
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diff changeset
545 subpart and ignore the other parts.
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diff changeset
546 </ul>
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547
277
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548 <h4>Message summary</h4>
253
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549 The "summary" property on message nodes is taken from the first non-quoting
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diff changeset
550 section in the message body. The message body is divided into sections by
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diff changeset
551 blank lines. Sections where the second and all subsequent lines begin with
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diff changeset
552 a "&gt;" or "|" character are considered "quoting sections". The first line of
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553 the first non-quoting section becomes the summary of the message.
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diff changeset
554
265
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555 <h3>Address handling</h3>
253
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556 All of the addresses in the To: and Cc: headers of the incoming message are
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diff changeset
557 looked up among the user nodes, and the corresponding users are placed in
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diff changeset
558 the "recipients" property on the new "msg" node. The address in the From:
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diff changeset
559 header similarly determines the "author" property of the new "msg"
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diff changeset
560 node. The default handling for addresses that don't have corresponding
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diff changeset
561 users is to create new users with no passwords and a username equal to the
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diff changeset
562 address. (The web interface does not permit logins for users with no
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diff changeset
563 passwords.) If we prefer to reject mail from outside sources, we can simply
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diff changeset
564 register an auditor on the "user" class that prevents the creation of user
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diff changeset
565 nodes with no passwords.
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diff changeset
566
256
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diff changeset
567 <h3>Triggers</h3>
253
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568 Both cases may trigger detectors (in the first case we are calling the
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diff changeset
569 set() method to add the message to the item's spool; in the second case we
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diff changeset
570 are calling the create() method to create a new node). If an auditor raises
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571 an exception, the original message is bounced back to the sender with the
277
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572
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diff changeset
573 <h4>Nosy Lists</h4>
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diff changeset
574 A standard detector is provided that watches for additions
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575 to the "messages" property. When a new message is added, the
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576 detector sends it to all the users on the "nosy" list for the
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577 item that are not already on the "recipients" list of the
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578 message. Those users are then appended to the "recipients"
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579 property on the message, so multiple copies of a message
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580 are never sent to the same user. The journal recorded by
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diff changeset
581 the hyperdatabase on the "recipients" property then provides
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diff changeset
582 a log of when the message was sent to whom.
253
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diff changeset
583
251
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diff changeset
584 <p><hr>
256
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diff changeset
585 <h1><a name="custom">Customising Roundup</a></h1>
255
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diff changeset
586
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diff changeset
587 Instances have the following structure:
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diff changeset
588 <table>
260
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589 <tr><td valign=top><strong>instance_config.py</strong></td>
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590 <td>Holds the basic <a href="#config">instance configuration</a></td></tr>
255
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591 <tr><td valign=top><strong>dbinit.py</strong></td>
260
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592 <td>Holds the <a href="#custinst">instance schema</a></td></tr>
255
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593 <tr><td valign=top><strong>interfaces.py</strong></td>
260
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594 <td>Defines the <a href="#custweb">Web</a> and E-Mail interfaces for the instance</td></tr>
255
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595 <tr><td valign=top><strong>select_db.py</strong></td>
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596 <td>Selects the database back-end for the instance</td></tr>
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597 <tr><td valign=top><strong>db/</strong></td>
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598 <td>Holds the instance's database</td></tr>
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599 <tr><td valign=top><strong>db/files/</strong></td>
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diff changeset
600 <td>Holds the instance's upload files and messages</td></tr>
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diff changeset
601 <tr><td valign=top><strong>detectors/</strong></td>
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diff changeset
602 <td>Auditors and reactors for this instance</td></tr>
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603 <tr><td valign=top><strong>html/</strong></td>
260
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diff changeset
604 <td>Web interface <a href="#custweb">templates</a>, images and style sheets</td></tr>
255
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diff changeset
605 </table>
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diff changeset
606
260
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diff changeset
607 <h2><a name="config">Instance Configuration</a></h2>
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diff changeset
608 The <tt>instance_config.py</tt> located in your instance home contains the
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diff changeset
609 basic configuration for the web and e-mail components of roundup's
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diff changeset
610 interfaces. This file is a Python module. The default
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diff changeset
611 <tt>instance_config.py</tt> is given below - as you can see, the
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612 MAIL_DOMAIN must be edited before any interaction with the instance is
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613 attempted.
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diff changeset
614
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parents: 257
diff changeset
615 <p>
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diff changeset
616 <pre>
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617 MAIL_DOMAIN=MAILHOST=HTTP_HOST=None
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618 HTTP_PORT=0
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619
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diff changeset
620 # roundup home is this package's directory
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diff changeset
621 INSTANCE_HOME=os.path.split(__file__)[0]
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622
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diff changeset
623 # The SMTP mail host that roundup will use to send mail
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diff changeset
624 if not MAILHOST:
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diff changeset
625 MAILHOST = 'localhost'
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626
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diff changeset
627 # The domain name used for email addresses.
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628 if not MAIL_DOMAIN:
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diff changeset
629 MAIL_DOMAIN = 'fill.me.in.'
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630
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diff changeset
631 # the next two are only used for the standalone HTTP server.
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diff changeset
632 if not HTTP_HOST:
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diff changeset
633 HTTP_HOST = ''
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diff changeset
634 if not HTTP_PORT:
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diff changeset
635 HTTP_PORT = 9080
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diff changeset
636
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diff changeset
637 # This is the directory that the database is going to be stored in
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diff changeset
638 DATABASE = os.path.join(INSTANCE_HOME, 'db')
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diff changeset
639
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diff changeset
640 # This is the directory that the HTML templates reside in
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diff changeset
641 TEMPLATES = os.path.join(INSTANCE_HOME, 'html')
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diff changeset
642
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diff changeset
643 # The email address that mail to roundup should go to
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diff changeset
644 ISSUE_TRACKER_EMAIL = 'issue_tracker@%s'%MAIL_DOMAIN
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diff changeset
645
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diff changeset
646 # The web address that the instance is viewable at
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diff changeset
647 ISSUE_TRACKER_WEB = 'http://some.useful.url/'
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diff changeset
648
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diff changeset
649 # The email address that roundup will complain to if it runs into trouble
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diff changeset
650 ADMIN_EMAIL = 'roundup-admin@%s'%MAIL_DOMAIN
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diff changeset
651
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diff changeset
652 # Somewhere for roundup to log stuff internally sent to stdout or stderr
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diff changeset
653 LOG = os.path.join(INSTANCE_HOME, 'roundup.log')
338
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diff changeset
654
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diff changeset
655 # Where to place the web filtering HTML on the index page
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diff changeset
656 FILTER_POSITION = 'bottom' # one of 'top', 'bottom', 'top and bottom'
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diff changeset
657
b24754a5c629 Feeble addition to documentation for instance configuration. Well, it'll
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diff changeset
658 # Deny or allow anonymous access to the web interface
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diff changeset
659 ANONYMOUS_ACCESS = 'deny'
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diff changeset
660
b24754a5c629 Feeble addition to documentation for instance configuration. Well, it'll
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diff changeset
661 # Deny or allow anonymous users to register through the web interface
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diff changeset
662 ANONYMOUS_REGISTER = 'deny'
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diff changeset
663
b24754a5c629 Feeble addition to documentation for instance configuration. Well, it'll
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diff changeset
664 # Send nosy messages to the author of the message
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diff changeset
665 MESSAGES_TO_AUTHOR = 'no' # either 'yes' or 'no'
260
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diff changeset
666 </pre>
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diff changeset
667
256
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668 <h2><a name="custinst">Instance Schema</a></h2>
255
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diff changeset
669 An instance schema defines what data is stored in the instance's database.
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diff changeset
670 The two schemas shipped with Roundup turn it into a typical software bug
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diff changeset
671 tracker (the extended schema allowing for support issues as well as bugs).
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diff changeset
672 Schemas are defined using Python code. The "classic" schema looks like
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diff changeset
673 this:
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diff changeset
674 <p>
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diff changeset
675 <pre>
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diff changeset
676 pri = Class(db, "priority", name=String(), order=String())
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diff changeset
677 pri.setkey("name")
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diff changeset
678 pri.create(name="critical", order="1")
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diff changeset
679 pri.create(name="urgent", order="2")
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diff changeset
680 pri.create(name="bug", order="3")
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diff changeset
681 pri.create(name="feature", order="4")
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diff changeset
682 pri.create(name="wish", order="5")
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diff changeset
683
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diff changeset
684 stat = Class(db, "status", name=String(), order=String())
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diff changeset
685 stat.setkey("name")
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diff changeset
686 stat.create(name="unread", order="1")
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diff changeset
687 stat.create(name="deferred", order="2")
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diff changeset
688 stat.create(name="chatting", order="3")
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diff changeset
689 stat.create(name="need-eg", order="4")
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diff changeset
690 stat.create(name="in-progress", order="5")
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diff changeset
691 stat.create(name="testing", order="6")
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parents: 254
diff changeset
692 stat.create(name="done-cbb", order="7")
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diff changeset
693 stat.create(name="resolved", order="8")
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diff changeset
694
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diff changeset
695 keyword = Class(db, "keyword", name=String())
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diff changeset
696 keyword.setkey("name")
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diff changeset
697
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diff changeset
698 user = Class(db, "user", username=String(), password=String(),
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diff changeset
699 address=String(), realname=String(), phone=String(), organisation=String())
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diff changeset
700 user.setkey("username")
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diff changeset
701 user.create(username="admin", password=adminpw, address=instance_config.ADMIN_EMAIL)
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diff changeset
702
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diff changeset
703 msg = FileClass(db, "msg", author=Link("user"), recipients=Multilink("user"),
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diff changeset
704 date=Date(), summary=String(), files=Multilink("file"))
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diff changeset
705
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
706 file = FileClass(db, "file", name=String(), type=String())
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diff changeset
707
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diff changeset
708 issue = IssueClass(db, "issue", assignedto=Link("user"),
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diff changeset
709 topic=Multilink("keyword"), priority=Link("priority"), status=Link("status"))
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diff changeset
710 issue.setkey('title')
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parents: 254
diff changeset
711 </pre>
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diff changeset
712
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diff changeset
713 <h3>Classes and Properties - creating a new information store</h3>
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714 In the instance above, we've defined 7 <em>classes</em> of information:
255
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diff changeset
715 <dl>
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diff changeset
716 <dt><strong>priority</strong>
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diff changeset
717 <dd>Defines the possible levels of urgency for issues.
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diff changeset
718 <dt><strong>status</strong>
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diff changeset
719 <dd>Defines the possible states of processing the issue may be in.
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diff changeset
720 <dt><strong>keyword</strong>
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diff changeset
721 <dd>Initially empty, will hold keywords useful for searching issues.
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diff changeset
722 <dt><strong>user</strong>
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diff changeset
723 <dd>Initially holding the "admin" user, will eventually have an entry
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diff changeset
724 for all users using roundup.
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diff changeset
725 <dt><strong>msg</strong>
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diff changeset
726 <dd>Initially empty, will all e-mail messages sent to or generated by roundup.
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diff changeset
727 <dt><strong>file</strong>
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diff changeset
728 <dd>Initially empty, will all files attached to issues.
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diff changeset
729 <dt><strong>issue</strong>
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diff changeset
730 <dd>Initially emtyp, this is where the issue information is stored.
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diff changeset
731 </dl>
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diff changeset
732 <p>
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diff changeset
733 We define the "priority" and "status" classes to allow two things: reduction
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diff changeset
734 in the amount of information stored on the issue and more powerful, accurate
255
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diff changeset
735 searching of issues by priority and status. By only requiring a link on
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diff changeset
736 the issue (which is stored as a single number) we reduce the chance
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diff changeset
737 that someone mis-types a priority or status - or simply makes a new one
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diff changeset
738 up.
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diff changeset
739
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diff changeset
740 <h4>Class and Nodes</h4>
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diff changeset
741 A <em>Class</em> defines a particular class (or type) of data that will be
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diff changeset
742 stored in the database. A class comprises one or more properties, which
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diff changeset
743 given the information about the class nodes.
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diff changeset
744 <p>
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745 The actual data entered into the database, using <em>class</em>.create()
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746 are called <em>nodes</em>. They have a special immutable property called
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747 id. We sometimes refer to this as the <em>nodeid</em>.
255
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diff changeset
748
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749
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diff changeset
750 <h4>Properties</h4>
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diff changeset
751 A Class is comprised of one or more <em>properties</em> of the following types:
271
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752
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diff changeset
753 <ul>
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754 <li><em>String</em> properties are for storing arbitrary-length
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755 strings.
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diff changeset
756
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diff changeset
757 <li><em>Password</em> properties are for storing encoded arbitrary-length
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diff changeset
758 strings. The default encoding is defined on the roundup.password.Password
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diff changeset
759 class.
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diff changeset
760
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diff changeset
761 <li><em>Date</em> properties store date-and-time stamps.
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diff changeset
762 Their values are Timestamp objects.
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diff changeset
763
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diff changeset
764 <li>A <em>Link</em> property refers to a single other node
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diff changeset
765 selected from a specified class. The class is part of the property;
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diff changeset
766 the value is an integer, the id of the chosen node.
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diff changeset
767
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diff changeset
768 <li>A <em>Multilink</em> property refers to possibly many nodes
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diff changeset
769 in a specified class. The value is a list of integers.
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diff changeset
770 </ul>
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diff changeset
771
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diff changeset
772 <h4>FileClass</h4>
255
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diff changeset
773 FileClasses save their "content" attribute off in a separate file from the
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diff changeset
774 rest of the database. This reduces the number of large entries in the
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diff changeset
775 database, which generally makes databases more efficient, and also allows
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diff changeset
776 us to use command-line tools to operate on the files. They are stored in
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diff changeset
777 the files sub-directory of the db directory in your instance.
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diff changeset
778
277
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diff changeset
779 <h4>IssueClass</h4>
255
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diff changeset
780 IssueClasses automatically include the "messages", "files", "nosy", and
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parents: 254
diff changeset
781 "superseder" properties.
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diff changeset
782 <p>
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parents: 254
diff changeset
783 The messages and files properties list the links to the messages and files
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diff changeset
784 related to the issue. The nosy property is a list of links to users who
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diff changeset
785 wish to be informed of changes to the issue - they get "CC'ed" e-mails when
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diff changeset
786 messages are sent to or generated by the issue. The nosy reactor (in the
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
787 detectors directory) handles this action. The superceder link indicates an
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parents: 254
diff changeset
788 issue which has superceded this one.
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
789 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
790 They also have the dynamically generated
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diff changeset
791 "creation", "activity" and "creator" properties.
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diff changeset
792 <p>
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diff changeset
793 The value of the "creation" property is the date when a node was created,
255
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diff changeset
794 and the value of the "activity" property is the date when any property on
277
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diff changeset
795 the node was last edited (equivalently, these are the dates on the first
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diff changeset
796 and last records in the node's journal). The "creator" property holds a
255
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diff changeset
797 link to the user that created the issue.
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diff changeset
798
265
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diff changeset
799 <h4>setkey(property)</h4>
255
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diff changeset
800 Select a String property of the class to be the key property. The key
277
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diff changeset
801 property muse be unique, and allows references to the nodes in the class by
255
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diff changeset
802 the content of the key property. That is, we can refer to users by their
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diff changeset
803 username, e.g. let's say that there's an issue in roundup, issue 23. There's
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diff changeset
804 also a user, richard who happens to be user 2. To assign an issue to him,
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diff changeset
805 we could do either of:
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parents: 254
diff changeset
806 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
807 <blockquote><tt>roundup-admin set issue assignedto=2</tt></blockquote>
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diff changeset
808 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
809 or
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diff changeset
810 <p>
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diff changeset
811 <blockquote><tt>roundup-admin set issue
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parents: 254
diff changeset
812 assignedto=richard</tt></blockquote>
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diff changeset
813 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
814 Note, the same thing can be done in the web and e-mail interfaces.
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diff changeset
815
265
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diff changeset
816 <h4>create(information)</h4>
277
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diff changeset
817 Create a node in the database. This is generally used to create nodes in
255
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diff changeset
818 the "definitional" classes like "priority" and "status".
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diff changeset
819
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820
256
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diff changeset
821 <h2><a name="custweb">Web Interface</a></h2>
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822
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diff changeset
823 The web interface works behind the cgi-bin/roundup.cgi or roundup-server
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diff changeset
824 scripts. In both cases, the scripts determine which instance is being
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diff changeset
825 accessed (the first part of the URL path inside the scope of the CGI
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diff changeset
826 handler) and pass control on to the instance interfaces.Client class which
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diff changeset
827 handles the rest of the access through its main() method. This means that
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828 you can do pretty much anything you want as a web interface to your
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829 instance.
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diff changeset
830 <p>
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diff changeset
831 Most customisation of the web view can be done by modifying the templates
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832 in the instance html directory. These are divided into index, item and
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833 newitem views. The newitem view is optional - the item view will be used if
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diff changeset
834 the newitem view doesn't exist.
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835
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836 <h3>Displaying Properties</h3>
256
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837
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838 <p>
257
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diff changeset
839 Properties appear in the user interface in three contexts:
256
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840 in indices, in editors, and as filters. For each type of
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841 property, there are several display possibilities. For example,
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diff changeset
842 in an index view, a string property may just be printed as
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843 a plain string, but in an editor view, that property should
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diff changeset
844 be displayed in an editable field.
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845
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846 <p>
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diff changeset
847 The display of a property is handled by functions in
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diff changeset
848 the htmltemplate module.
256
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diff changeset
849
257
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850 <p>
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diff changeset
851 Displayer functions are triggered by <tt>&lt;display&gt;</tt>
256
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852 tags in templates. The <tt>call</tt> attribute of the tag
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diff changeset
853 provides a Python expression for calling the displayer
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diff changeset
854 function. The three standard arguments are inserted in
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diff changeset
855 front of the arguments given. For example, the occurrence of
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856
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diff changeset
857 <blockquote><pre><small
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858 > &lt;display call="plain('status')"&gt;
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859 </small></pre></blockquote>
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diff changeset
860
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861 in a template triggers a call the "plain" function. The displayer
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862 functions can accept extra arguments to further specify
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863 details about the widgets that should be generated. By defining new
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864 displayer functions, the user interface can be highly customized.
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865
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866 <p>
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867 <table border=1 cellspacing=0>
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868 <tr><th colspan=2>The displayer functions are</th></tr>
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869
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870 <tr><td valign="top"><strong>plain</strong></td>
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871 <td>Display a String property directly.
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872 <p>
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873 Display a Date property in a specified time zone with an option
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874 to omit the time from the date stamp.
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875 <p>
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876 For a Link or Multilink
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877 property, display the key strings of the linked nodes (or the
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878 ids if the linked class has no key property).
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879 <p>
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880 <em>Options:</em><br>
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881 escape (boolean) - HTML-escape the resulting text.
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882 </td></tr>
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883
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884 <tr><td valign="top"><strong>field</strong></td>
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885 <td>Display a property like the
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886 <strong>plain</strong> displayer above, but in a form field
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887 to be edited. Strings, Dates and Intervals use TEXT fields, Links use
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888 SELECT fields and Multilinks use SELECT MULTIPLE fields.
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889 <p>
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890 <em>Options:</em><br>
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891 size (number) - width of TEXT fields.<br>
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892 height (number) - number of nows in SELECT MULTIPLE tags.<br>
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893 showid (boolean) - true includes the id of linked nodes in the SELECT
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894 MULTIPLE fields.
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895 </td></tr>
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896
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897 <tr><td valign="top"><strong>menu</strong></td>
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898 <td>For a Links and Multilinks, display the same field as would be
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899 generated using <strong>field</strong>.
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900 </td></tr>
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901
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902 <tr><td valign="top"><strong>link</strong></td>
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903 <td>For a Link or Multilink property, display the names of the linked
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904 nodes, hyperlinked to the item views on those nodes.
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905 <p>
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906 For other properties, link to this node with the property as the text.
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907 <p>
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908 <em>Options:</em><br>
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909 property (property name) - the property to use in the second case.<br>
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910 is_download (boolean) - to be used for links te <em>file</em> class nodes -
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911 this indicates that the URL should have the specified property (usually
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912 <em>name</em>) appended so that the download has the correct name (instead
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913 of the node designator.)
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914 </td></tr>
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915
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916 <tr><td valign="top"><strong>count</strong></td>
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917 <td>For a Multilink property, display
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918 a count of the number of links in the list.
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919 <p>
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920 <em>Arguments:</em><br>
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921 property (property name) - the property to use.
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922
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923 </td></tr>
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924
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925 <tr><td valign="top"><strong>reldate</strong></td>
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926 <td>Display a Date property in terms
256
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927 of an interval relative to the current date (e.g. "+ 3w", "- 2d").
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928 <p>
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929 <em>Arguments:</em><br>
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930 property (property name) - the property to use.
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931 <p>
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932 <em>Options:</em><br>
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933 pretty (boolean) - display the relative date in an English form.
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934 </td></tr>
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935
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936 <tr><td valign="top"><strong>download</strong></td>
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937 <td>Show a Link("file") or Multilink("file")
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938 property using links that allow you to download files.
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939 <p>
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940 <em>Arguments:</em><br>
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941 property (property name) - the property to use.
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942 </td></tr>
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943
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944 <tr><td valign="top"><strong>checklist</strong></td>
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945 <td>For a Link or Multilink property,
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946 display checkboxes for the available choices to permit filtering.
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947 <p>
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948 <em>Arguments:</em><br>
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949 property (property name) - the property to use.
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950 </td></tr>
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951
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952 <tr><td valign="top"><strong>note</strong></td>
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953 <td>Display the special notes field, which is a text area for entering a
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954 note to go along with a change.
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955 </td></tr>
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956
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957 <tr><td valign="top"><strong>list</strong></td>
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958 <td>List the nodes specified by property using the standard index for
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959 the class.
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960 <p>
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961 <em>Arguments:</em><br>
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962 property (property name) - the property to use.
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963 </td></tr>
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964
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965 <tr><td valign="top"><strong>history</strong></td>
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966 <td>List the history of the item.
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967 </td></tr>
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968
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969 <tr><td valign="top"><strong>submit</strong></td>
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970 <td>Add a submit button for the item.
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971 </td></tr>
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972
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973 </table>
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974
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975 <h3>Index Views</h3>
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976
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977 <p>An index view contains two sections: a filter section
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978 and an index section.
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979 The filter section provides some widgets for selecting
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980 which items appear in the index. The index section is
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981 a table of items.
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982
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983 <h4>Index View Specifiers</h4>
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984
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985 <p>An index view specifier (URL fragment) looks like this (whitespace
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986 has been added for clarity):
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987
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diff changeset
988 <blockquote><pre><small
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989 >/issue?status=unread,in-progress,resolved&amp;
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990 topic=security,ui&amp;
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991 :group=+priority&amp;
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992 :sort=-activity&amp;
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993 :filters=status,topic&amp;
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994 :columns=title,status,fixer
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995 </small></pre></blockquote>
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996
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997 <p>The index view is determined by two parts of the
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998 specifier: the layout part and the filter part.
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999 The layout part consists of the query parameters that
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1000 begin with colons, and it determines the way that the
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1001 properties of selected nodes are displayed.
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1002 The filter part consists of all the other query parameters,
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1003 and it determines the criteria by which nodes
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1004 are selected for display.
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1005
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1006 <p>The filter part is interactively manipulated with
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1007 the form widgets displayed in the filter section. The
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1008 layout part is interactively manipulated by clicking
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1009 on the column headings in the table.
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1010
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1011 <p>The filter part selects the <em>union</em> of the
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1012 sets of items with values matching any specified Link
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1013 properties and the <em>intersection</em> of the sets
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1014 of items with values matching any specified Multilink
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1015 properties.
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1016
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1017 <p>The example specifies an index of "issue" nodes.
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1018 Only items with a "status" of <em>either</em>
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1019 "unread" or "in-progres" or "resolved" are displayed,
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1020 and only items with "topic" values including <em>both</em>
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1021 "security" <em>and</em> "ui" are displayed. The items
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1022 are grouped by priority, arranged in ascending order;
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1023 and within groups, sorted by activity, arranged in
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diff changeset
1024 descending order. The filter section shows filters
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1025 for the "status" and "topic" properties, and the
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1026 table includes columns for the "title", "status", and
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1027 "fixer" properties.
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1028
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diff changeset
1029 <p>Associated with each item class is a default
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diff changeset
1030 layout specifier. The layout specifier in the above
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diff changeset
1031 example is the default layout to be provided with
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diff changeset
1032 the default bug-tracker schema described above in
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diff changeset
1033 section 4.4.
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1034
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1035 <h4>Filter Section</h4>
256
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1036
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1037 <p>The template for a filter section provides the
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1038 filtering widgets at the top of the index view.
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1039 Fragments enclosed in <tt>&lt;property&gt;</tt>...<tt>&lt;/property&gt;</tt>
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1040 tags are included or omitted depending on whether the
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1041 view specifier requests a filter for a particular property.
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1042
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1043 <p>Here's a simple example of a filter template.
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1044
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1045 <blockquote><pre><small
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1046 >&lt;property name=status&gt;
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1047 &lt;display call="checklist('status')"&gt;
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1048 &lt;/property&gt;
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1049 &lt;br&gt;
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1050 &lt;property name=priority&gt;
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1051 &lt;display call="checklist('priority')"&gt;
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1052 &lt;/property&gt;
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diff changeset
1053 &lt;br&gt;
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1054 &lt;property name=fixer&gt;
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1055 &lt;display call="menu('fixer')"&gt;
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1056 &lt;/property&gt;</small></pre></blockquote>
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1057
257
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1058 <p>
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1059 The standard index generation code appends a section to the index pages
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1060 which allows selection of the filters - from those which are defined in the
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1061 filter template.
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1062
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1063 <h4>Index Section</h4>
256
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1064
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1065 <p>The template for an index section describes one row of
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1066 the index table.
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diff changeset
1067 Fragments enclosed in <tt>&lt;property&gt;</tt>...<tt>&lt;/property&gt;</tt>
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1068 tags are included or omitted depending on whether the
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1069 view specifier requests a column for a particular property.
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diff changeset
1070 The table cells should contain <tt>&lt;display&gt;</tt> tags
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1071 to display the values of the item's properties.
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diff changeset
1072
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diff changeset
1073 <p>Here's a simple example of an index template.
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diff changeset
1074
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1075 <blockquote><pre><small
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1076 >&lt;tr&gt;
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diff changeset
1077 &lt;property name=title&gt;
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1078 &lt;td&gt;&lt;display call="plain('title', max=50)"&gt;&lt;/td&gt;
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1079 &lt;/property&gt;
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1080 &lt;property name=status&gt;
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1081 &lt;td&gt;&lt;display call="plain('status')"&gt;&lt;/td&gt;
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1082 &lt;/property&gt;
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1083 &lt;property name=fixer&gt;
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1084 &lt;td&gt;&lt;display call="plain('fixer')"&gt;&lt;/td&gt;
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diff changeset
1085 &lt;/property&gt;
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diff changeset
1086 &lt;/tr&gt;</small></pre></blockquote>
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1087
257
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diff changeset
1088 <h4>Sorting</h4>
256
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diff changeset
1089
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diff changeset
1090 <p>String and Date values are sorted in the natural way.
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diff changeset
1091 Link properties are sorted according to the value of the
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diff changeset
1092 "order" property on the linked nodes if it is present; or
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diff changeset
1093 otherwise on the key string of the linked nodes; or
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diff changeset
1094 finally on the node ids. Multilink properties are
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diff changeset
1095 sorted according to how many links are present.
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diff changeset
1096
257
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1097 <h3>Item Views</h3>
256
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diff changeset
1098
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diff changeset
1099 <p>An item view contains an editor section and a spool section.
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diff changeset
1100 At the top of an item view, links to superseding and superseded
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1101 items are always displayed.
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diff changeset
1102
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diff changeset
1103
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1104
257
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1105 <h4>Editor Section</h4>
256
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1106
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1107 <p>The editor section is generated from a template
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1108 containing <tt>&lt;display&gt;</tt> tags to insert
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diff changeset
1109 the appropriate widgets for editing properties.
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diff changeset
1110
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diff changeset
1111 <p>Here's an example of a basic editor template.
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diff changeset
1112
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diff changeset
1113 <blockquote><pre><small
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diff changeset
1114 >&lt;table&gt;
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diff changeset
1115 &lt;tr&gt;
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1116 &lt;td colspan=2&gt;
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1117 &lt;display call="field('title', size=60)"&gt;
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1118 &lt;/td&gt;
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1119 &lt;/tr&gt;
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diff changeset
1120 &lt;tr&gt;
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diff changeset
1121 &lt;td&gt;
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1122 &lt;display call="field('fixer', size=30)"&gt;
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1123 &lt;/td&gt;
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1124 &lt;td&gt;
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1125 &lt;display call="menu('status')&gt;
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1126 &lt;/td&gt;
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1127 &lt;/tr&gt;
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diff changeset
1128 &lt;tr&gt;
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diff changeset
1129 &lt;td&gt;
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diff changeset
1130 &lt;display call="field('nosy', size=30)"&gt;
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1131 &lt;/td&gt;
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diff changeset
1132 &lt;td&gt;
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1133 &lt;display call="menu('priority')&gt;
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1134 &lt;/td&gt;
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diff changeset
1135 &lt;/tr&gt;
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diff changeset
1136 &lt;tr&gt;
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diff changeset
1137 &lt;td colspan=2&gt;
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1138 &lt;display call="note()"&gt;
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1139 &lt;/td&gt;
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1140 &lt;/tr&gt;
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1141 &lt;/table&gt;
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diff changeset
1142 </small></pre></blockquote>
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diff changeset
1143
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1144 <p>As shown in the example, the editor template can also
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1145 request the display of a "note" field, which is a
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1146 text area for entering a note to go along with a change.
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diff changeset
1147
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1148 <p>When a change is submitted, the system automatically
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1149 generates a message describing the changed properties.
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diff changeset
1150
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1151 <p>If a note is given in the "note" field, the note is
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1152 appended to the description. The message is then added
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1153 to the item's message spool (thus triggering the standard
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1154 detector to react by sending out this message to the nosy list).
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1155
257
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1156 <p>
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1157 The message also displays all of the property values on the
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diff changeset
1158 item and indicates which ones have changed.
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diff changeset
1159 An example of such a message might be this:
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diff changeset
1160
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diff changeset
1161 <blockquote><pre>
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diff changeset
1162 Polly's taken a turn for the worse - this is now really important!
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diff changeset
1163 -----
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diff changeset
1164 title: Polly Parrot is dead
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diff changeset
1165 priority: critical
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diff changeset
1166 status: unread -&gt; in-progress
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diff changeset
1167 fixer: terry
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diff changeset
1168 keywords: parrot,plumage,perch,nailed,dead
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diff changeset
1169 </pre></blockquote>
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diff changeset
1170
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diff changeset
1171 <h4>Spool Section</h4>
256
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1172
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1173 <p>The spool section lists messages in the item's "messages"
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1174 property. The index of messages displays the "date", "author",
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1175 and "summary" properties on the message nodes, and selecting a
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1176 message takes you to its content.
255
d4ef19ef17bd Bug fix for test_init on Windows.
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1177
257
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1178 <p>The &lt;property&gt; tag used in the index may also be used here -
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1179 it checks to see if the nominated Multilink property has any entries.
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diff changeset
1180 This can be used to eliminate sections of the spool section if the
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1181 property has no entries.
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diff changeset
1182
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diff changeset
1183 <blockquote><pre>
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diff changeset
1184 &lt;property name="files"&gt;
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diff changeset
1185 &lt;tr class="strong-header"&gt;
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1186 &lt;td&gt;&lt;b&gt;Files&lt;/b&gt;&lt;/td&gt;
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1187 &lt;/tr&gt;
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1188
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1189 &lt;tr&gt;
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1190 &lt;td&gt;&lt;display call="list('files')"&gt;&lt;/td&gt;
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1191 &lt;/tr&gt;
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1192 &lt;/property&gt;
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1193 </pre></blockquote>
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1194
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1195 <p><hr>
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1196 <h1><a name="ack">Acknowledgements</a></h1>
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1197
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1198 Go Ping, you rock! Also, go Bizar Software for letting me implement this
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1199 system on their time.
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1200
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1201 <p>&nbsp;</p>
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1202 <hr>
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1203 $Id: index.html,v 1.20 2001-12-10 00:57:38 richard Exp $
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1204 <p>&nbsp;</p>
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1205
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1206 </body></html>
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1207
Roundup Issue Tracker: http://roundup-tracker.org/