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More documentation and a new TODO item.
author Richard Jones <richard@users.sourceforge.net>
date Mon, 01 Oct 2001 06:30:23 +0000
parents 2a77a461cc33
children 0a28169a61b0
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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</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</a>
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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>
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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>
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37 <li><a href="#custweb">Web Interface</a>
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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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46
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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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62
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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 Roundup is configurable using an instance_config.py file in the instance home.
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130 It should be edited before roundup is used, and may have the following
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131 variable declarations:
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132
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133 <ol>
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134 <li>MAILHOST
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135 <br>The SMTP mail host that roundup will use to send mail
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136 <li>MAIL_DOMAIN
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137 <br>The domain name used for email addresses
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138 <li>ISSUE_TRACKER_WEB
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139 <br>The web address of the issue tracker's web interface
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140 </ol>
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142 <p>
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143 The email addresses used by the system by default are:
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144
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145 <ol>
260
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146 <li>ISSUE_TRACKER_EMAIL - issue_tracker@MAIL_DOMAIN
251
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147 <br>submissions of issues
260
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148 <li>ADMIN_EMAIL - roundup-admin@MAIL_DOMAIN
251
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149 <br>roundup's internal use (problems, etc)
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150 </ol>
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151
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152 <em>Note:</em>
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153 We run the instance as group "issue_tracker" and add the mail and web user
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154 ("mail" and "apache" on our RedHat 7.1 system) to that group, as well as
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155 any admin people.
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156
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157
256
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158 <h2><a name="startweb">E-Mail Interface</a></h2>
251
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159 Set up a mail alias called "issue_tracker" as:
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160 <blockquote>
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161 <tt>|/usr/bin/python /usr/local/bin/roundup-mailgw
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162 &lt;instance_home&gt;</tt>
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163 </blockquote>
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164
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165 In some installations (e.g. RedHat 6.2 I think) you'll need to set up smrsh
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166 so sendmail will accept the pipe command. In that case, symlink
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167 /etc/smrsh/roundup-mailgw to /usr/local/bin/roundup-mailgw and change the
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168 command to:
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169 <blockquote>
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170 <tt>|roundup-mailgw &lt;instance_home&gt;</tt>
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171 </blockquote>
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172
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173 To test the mail gateway on unix systems, try:
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174
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175 <blockquote>
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176 <tt>echo test |mail -s '[issue] test' issue_tracker@your.domain</tt>
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177 </blockquote>
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178
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179
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180
256
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181 <h2><a name="startweb">Web Interface</a></h2>
251
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182 This software will work through apache or stand-alone.
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183 <p>
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184 <strong>Stand-alone:</strong>
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185 <ol>
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186 <li>Edit roundup-server at the top - ROUNDUP_INSTANCE_HOMES needs to know
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187 about your instance. *** command-line option
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188 <li><tt>roundup-server [hostname port]</tt> (hostname may be "")
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189 <li>Load up the page <tt>/&lt;instance name&gt;/index</tt> where
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190 instance name is the
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191 name you nominated in <tt>ROUNDUP_INSTANCE_HOMES</tt>.
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192 *** command-line option
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193 </ol>
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194
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195 <strong>Apache:</strong>
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196 <ol>
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197 <li>Make sure roundup.cgi is executable. Edit it at the top -
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198 ROUNDUP_INSTANCE_HOMES needs to know about your instance.
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199 <li>Edit your <tt>/etc/httpd/conf/httpd.conf</tt> and make sure that the
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200 <tt>/home/httpd/html/roundup/roundup.cgi</tt> script will be treated as a CGI
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201 script.
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202 <li>Add the following to your <tt>/etc/httpd/conf/httpd.conf</tt>:
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203 <pre>
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204 ------8<------- snip here ------8<-------
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205 RewriteEngine on
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206 RewriteCond %{HTTP:Authorization} ^(.*)
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207 RewriteRule ^/roundup/roundup.cgi(.*) /home/httpd/html/roundup/roundup.cgi$1 [e=HTTP_CGI_AUTHORIZATION:%1,t=application/x-httpd-cgi,l]
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208 ------8<------- snip here ------8<-------
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209 </pre>
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210 note: the RewriteRule must be on one line - no breaks
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211 <li>Re-start your apache to re-load the config
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212 <li>Load up the page <tt>/roundup/roundup.cgi/&lt;instance name&gt;/index</tt> where
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213 instance name is the name you nominated in ROUNDUP_INSTANCE_HOMES.
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214 </ol>
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215
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216
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217 <h2><a name="users">Users</a></h2>
251
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218 To add users, use one of the following interfaces:
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219
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220 <ol>
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221 <li>On the web, access the URL <tt>.../&lt;instance name&gt;/newuser</tt>
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222 to bring up a form which may be used to add a new user.
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223 <li>On the command-line, use:
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224 <br><tt>roundup-admin -i &lt;instance home&gt; create user
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225 username=bozo password=bozo address=richard@clown.org</tt>
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226 <br>Supply the admin username and password. roundup-admin will print the
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227 id of the new user.
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228 <li>Any e-mail sent to roundup from an address that doesn't match an
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229 existing user in the database will result in a new user entry being
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230 created for that user.
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231 </ol>
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232
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233
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234
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235 <h2><a name="issues">Issues</a></h2>
251
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236 To add issues, use one of the following interfaces:
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237
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238 <ol>
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239 <li>On the web, access the URL <tt>.../&lt;instance name&gt;/newissue</tt>
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240 to bring up a form which may be used to add a new issue.
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241 <li>On the command-line, use:
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242 <br><tt>roundup-admin -i &lt;instance home&gt; create issue
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243 title="test issue"</tt>
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244 <br>Supply the admin username and password. roundup-admin will print the
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245 id of the new issue.
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246 <li>Any e-mail sent to roundup with the subject line containing [issue]
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247 will automatically created a new issue in the database using the
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248 contents of the e-mail.
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249 </ol>
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250
255
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251 <p><hr>
256
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252 <h1><a name="guide">User Guide</a></h1>
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253 <h2><a name="cmd">Command Line Tool</a></h2>
253
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254
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255 Usage:
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256 <tt>roundup-admin [-i instance home] [-u login] [-c] &lt;command&gt;
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257 &lt;arguments&gt;</tt>
255
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258
253
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259 <p>
255
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260 <table><tr><th colspan=2>Options:</th></tr>
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261 <tr><td>-i instance home </td><td>specify the issue tracker "home directory" to administer
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262 </td></tr>
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263 <tr><td>-u </td><td>the user[:password] to use for commands
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264 </td></tr>
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265 <tr><td>-c </td><td>when outputting lists of data, just comma-separate them
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266 </td></tr>
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267 </table>
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268
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269 <p>
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270 <table border=1 cellspacing=0>
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271 <tr><th colspan=2>Command Help</th></tr>
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272 <tr><td valign=top><strong>history</strong></td>
260
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273 <td><tt>history designator</tt><p>
255
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274 Lists the journal entries for the node identified by the designator.
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275 </td></tr>
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276
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277 <tr><td valign=top><strong>find</strong></td>
260
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278 <td><tt>find classname propname=value ...</tt><p>
255
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279 Find the nodes of the given class with a given property value. The
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280 value may be either the nodeid of the linked node, or its key value.
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281 </td></tr>
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282
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283 <tr><td valign=top><strong>list</strong></td>
260
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284 <td><tt>list classname [property]</tt><p>
255
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285 Lists all instances of the given class along. If the property is not
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286 specified, the "label" property is used. The label property is tried
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287 in order: the key, "name", "title" and then the first property,
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288 alphabetically.
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289 </td></tr>
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290
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291 <tr><td valign=top><strong>retire</strong></td>
260
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292 <td><tt>retire designator[,designator]*</tt><p>
255
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293 This action indicates that a particular node is not to be retrieved by
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294 the list or find commands, and its key value may be re-used.
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295 </td></tr>
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296
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297 <tr><td valign=top><strong>create</strong></td>
260
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298 <td><tt>create classname property=value ...</tt><p>
255
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299 This creates a new entry of the given class using the property
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300 name=value arguments provided on the command line after the "create"
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301 command.
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302 </td></tr>
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303
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304 <tr><td valign=top><strong>get</strong></td>
260
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305 <td><tt>get property designator[,designator]*</tt><p>
255
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306 Retrieves the property value of the nodes specified by the designators.
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307 </td></tr>
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308
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309 <tr><td valign=top><strong>spec</strong></td>
260
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310 <td><tt>spec classname</tt><p>
255
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311 This lists the properties for a given class.
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312 </td></tr>
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313
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314 <tr><td valign=top><strong>set</strong></td>
260
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315 <td><tt>set designator[,designator]* propname=value ...</tt><p>
255
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316 Sets the property to the value for all designators given.
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317 </td></tr>
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318
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319 <tr><td valign=top><strong>init</strong></td>
260
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320 <td><tt>init [template [backend [admin password]]]</tt><p>
255
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321 The command will prompt for the instance home directory (if not supplied
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322 through INSTANCE_HOME or the -i option. The template, backend and admin
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323 password may be specified on the command-line as arguments, in that order.
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324 </td></tr>
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325
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326 <tr><td valign=top><strong>freshen</strong></td>
260
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327 <td><tt>freshen</tt><p>
255
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328 <strong>**DO NOT USE**</strong>
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329 <p>
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330 This currently kills databases!!!!
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331 <p>
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332 This action should generally not be used. It reads in an instance
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333 database and writes it again. In the future, is may also update
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334 instance code to account for changes in templates. It's probably wise
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335 not to use it anyway. Until we're sure it won't break things...
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336 </td></tr>
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337
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338 <tr><td><strong>help</strong></td>
260
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339 <td><tt>help [command]</tt><p>
255
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340 Short help about roundup-admin or the specific command.
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341 </td></tr>
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342
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343 <tr><td><strong>morehelp</strong></td>
260
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344 <td><tt>morehelp</tt><p>
255
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345 All available help from the roundup-admin tool.
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346 </td></tr>
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347 </table>
253
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348
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349 <p>
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350 All commands (except help) require an instance specifier. This is just the path
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351 to the roundup instance you're working with. A roundup instance is where
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352 roundup keeps the database and configuration file that defines an issue
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353 tracker. It may be thought of as the issue tracker's "home directory". It may
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354 be specified in the environment variable ROUNDUP_INSTANCE or on the command
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355 line as "-i instance".
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356
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357 <p>
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358 A designator is a classname and a nodeid concatenated, eg. bug1, user10, ...
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359
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360 <p>
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361 Property values are represented as strings in command arguments and in the
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362 printed results:
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363 <ul>
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364 <li>Strings are, well, strings.
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365 <li>Date values are printed in the full date format in the local time zone, and
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366 accepted in the full format or any of the partial formats explained below.
255
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367 <table>
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368 <tr><th>Input of...</th><th>Means...</th></tr>
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369 <tr><td>"2000-04-17.03:45"</td><td>2000-04-17.08:45:00</td></tr>
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370 <tr><td>"2000-04-17"</td><td>2000-04-17.00:00:00</td></tr>
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371 <tr><td>"01-25"</td><td>yyyy-01-25.00:00:00</td></tr>
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372 <tr><td>"08-13.22:13"</td><td>yyyy-08-14.03:13:00</td></tr>
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373 <tr><td>"11-07.09:32:43"</td><td>yyyy-11-07.14:32:43</td></tr>
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374 <tr><td>"14:25"</td><td>yyyy-mm-dd.19:25:00</td></tr>
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375 <tr><td>"8:47:11"</td><td>yyyy-mm-dd.13:47:11</td></tr>
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diff changeset
376 <tr><td>"."</td><td>"right now"</td></tr>
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377 </table>
253
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378 <li>Link values are printed as node designators. When given as an argument,
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379 node designators and key strings are both accepted.
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380 <li>Multilink values are printed as lists of node designators joined by commas.
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381 When given as an argument, node designators and key strings are both
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382 accepted; an empty string, a single node, or a list of nodes joined by
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383 commas is accepted.
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384 </ul>
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385 When multiple nodes are specified to the roundup get or roundup set
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386 commands, the specified properties are retrieved or set on all the listed
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387 nodes.
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388 <p>
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389 When multiple results are returned by the roundup get or roundup find
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390 commands, they are printed one per line (default) or joined by commas (with
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391 the -c) option.
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392 <p>
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393 Where the command changes data, a login name/password is required. The
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394 login may be specified as either "name" or "name:password".
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395 <ul>
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396 <li>ROUNDUP_LOGIN environment variable
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397 <li>the -u command-line option
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398 </ul>
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399 If either the name or password is not supplied, they are obtained from the
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400 command-line.
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401
256
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402 <h2><a name="web">Web Interface</a></h2>
253
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diff changeset
403 T.B.D.
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404
256
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405 <h2><a name="mail">E-Mail Gateway</a></h2>
253
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406
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407 Incoming messages are examined for multiple parts:
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408 <ul>
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409 <li>In a multipart/mixed message or part, each subpart is extracted and
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410 examined. The text/plain subparts are assembled to form the textual
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411 body of the message, to be stored in the file associated with a "msg"
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412 class node. Any parts of other types are each stored in separate files
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413 and given "file" class nodes that are linked to the "msg" node.
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414 <li>In a multipart/alternative message or part, we look for a text/plain
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diff changeset
415 subpart and ignore the other parts.
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diff changeset
416 </ul>
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417
256
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418 <h3>Summary</h3>
253
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419 The "summary" property on message nodes is taken from the first non-quoting
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420 section in the message body. The message body is divided into sections by
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421 blank lines. Sections where the second and all subsequent lines begin with
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422 a "&gt;" or "|" character are considered "quoting sections". The first line of
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423 the first non-quoting section becomes the summary of the message.
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424
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425 <h3>Addresses</h3>
253
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426 All of the addresses in the To: and Cc: headers of the incoming message are
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427 looked up among the user nodes, and the corresponding users are placed in
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428 the "recipients" property on the new "msg" node. The address in the From:
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429 header similarly determines the "author" property of the new "msg"
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430 node. The default handling for addresses that don't have corresponding
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431 users is to create new users with no passwords and a username equal to the
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432 address. (The web interface does not permit logins for users with no
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433 passwords.) If we prefer to reject mail from outside sources, we can simply
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434 register an auditor on the "user" class that prevents the creation of user
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435 nodes with no passwords.
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436
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437 <h3>Actions</h3>
253
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438 The subject line of the incoming message is examined to determine whether
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439 the message is an attempt to create a new item or to discuss an existing
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440 item. A designator enclosed in square brackets is sought as the first thing
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441 on the subject line (after skipping any "Fwd:" or "Re:" prefixes).
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442
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443 If an item designator (class name and id number) is found there, the newly
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444 created "msg" node is added to the "messages" property for that item, and
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445 any new "file" nodes are added to the "files" property for the item.
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446
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447 If just an item class name is found there, we attempt to create a new item
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448 of that class with its "messages" property initialized to contain the new
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449 "msg" node and its "files" property initialized to contain any new "file"
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450 nodes.
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451
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452 <h3>Triggers</h3>
253
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453 Both cases may trigger detectors (in the first case we are calling the
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454 set() method to add the message to the item's spool; in the second case we
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455 are calling the create() method to create a new node). If an auditor raises
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456 an exception, the original message is bounced back to the sender with the
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diff changeset
457 explanatory message given in the exception.
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458
251
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459 <p><hr>
256
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460 <h1><a name="custom">Customising Roundup</a></h1>
255
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461
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462 Instances have the following structure:
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463 <table>
260
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464 <tr><td valign=top><strong>instance_config.py</strong></td>
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465 <td>Holds the basic <a href="#config">instance configuration</a></td></tr>
255
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466 <tr><td valign=top><strong>dbinit.py</strong></td>
260
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467 <td>Holds the <a href="#custinst">instance schema</a></td></tr>
255
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468 <tr><td valign=top><strong>interfaces.py</strong></td>
260
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469 <td>Defines the <a href="#custweb">Web</a> and E-Mail interfaces for the instance</td></tr>
255
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470 <tr><td valign=top><strong>select_db.py</strong></td>
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471 <td>Selects the database back-end for the instance</td></tr>
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472 <tr><td valign=top><strong>db/</strong></td>
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473 <td>Holds the instance's database</td></tr>
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474 <tr><td valign=top><strong>db/files/</strong></td>
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475 <td>Holds the instance's upload files and messages</td></tr>
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476 <tr><td valign=top><strong>detectors/</strong></td>
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477 <td>Auditors and reactors for this instance</td></tr>
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478 <tr><td valign=top><strong>html/</strong></td>
260
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479 <td>Web interface <a href="#custweb">templates</a>, images and style sheets</td></tr>
255
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480 </table>
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481
260
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482 <h2><a name="config">Instance Configuration</a></h2>
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483 The <tt>instance_config.py</tt> located in your instance home contains the
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484 basic configuration for the web and e-mail components of roundup's
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485 interfaces. This file is a Python module. The default
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486 <tt>instance_config.py</tt> is given below - as you can see, the
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487 MAIL_DOMAIN must be edited before any interaction with the instance is
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488 attempted.
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489
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490 <p>
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491 <pre>
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492 MAIL_DOMAIN=MAILHOST=HTTP_HOST=None
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493 HTTP_PORT=0
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494
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495 # roundup home is this package's directory
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496 INSTANCE_HOME=os.path.split(__file__)[0]
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497
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498 # The SMTP mail host that roundup will use to send mail
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499 if not MAILHOST:
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500 MAILHOST = 'localhost'
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501
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502 # The domain name used for email addresses.
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503 if not MAIL_DOMAIN:
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504 MAIL_DOMAIN = 'fill.me.in.'
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505
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506 # the next two are only used for the standalone HTTP server.
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507 if not HTTP_HOST:
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508 HTTP_HOST = ''
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509 if not HTTP_PORT:
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510 HTTP_PORT = 9080
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511
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512 # This is the directory that the database is going to be stored in
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513 DATABASE = os.path.join(INSTANCE_HOME, 'db')
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514
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515 # This is the directory that the HTML templates reside in
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516 TEMPLATES = os.path.join(INSTANCE_HOME, 'html')
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517
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518 # The email address that mail to roundup should go to
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519 ISSUE_TRACKER_EMAIL = 'issue_tracker@%s'%MAIL_DOMAIN
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520
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521 # The web address that the instance is viewable at
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522 ISSUE_TRACKER_WEB = 'http://some.useful.url/'
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523
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524 # The email address that roundup will complain to if it runs into trouble
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525 ADMIN_EMAIL = 'roundup-admin@%s'%MAIL_DOMAIN
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526
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527 # Somewhere for roundup to log stuff internally sent to stdout or stderr
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528 LOG = os.path.join(INSTANCE_HOME, 'roundup.log')
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diff changeset
529 </pre>
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530
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531 <h2><a name="custinst">Instance Schema</a></h2>
255
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532 An instance schema defines what data is stored in the instance's database.
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533 The two schemas shipped with Roundup turn it into a typical software bug
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534 tracker (the extended schema allowing for support issues as well as bugs).
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diff changeset
535 Schemas are defined using Python code. The "classic" schema looks like
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diff changeset
536 this:
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diff changeset
537 <p>
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538 <pre>
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539 pri = Class(db, "priority", name=String(), order=String())
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diff changeset
540 pri.setkey("name")
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541 pri.create(name="critical", order="1")
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diff changeset
542 pri.create(name="urgent", order="2")
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diff changeset
543 pri.create(name="bug", order="3")
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diff changeset
544 pri.create(name="feature", order="4")
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diff changeset
545 pri.create(name="wish", order="5")
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diff changeset
546
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diff changeset
547 stat = Class(db, "status", name=String(), order=String())
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diff changeset
548 stat.setkey("name")
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diff changeset
549 stat.create(name="unread", order="1")
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diff changeset
550 stat.create(name="deferred", order="2")
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diff changeset
551 stat.create(name="chatting", order="3")
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diff changeset
552 stat.create(name="need-eg", order="4")
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diff changeset
553 stat.create(name="in-progress", order="5")
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diff changeset
554 stat.create(name="testing", order="6")
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diff changeset
555 stat.create(name="done-cbb", order="7")
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diff changeset
556 stat.create(name="resolved", order="8")
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parents: 254
diff changeset
557
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
558 keyword = Class(db, "keyword", name=String())
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parents: 254
diff changeset
559 keyword.setkey("name")
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parents: 254
diff changeset
560
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
561 user = Class(db, "user", username=String(), password=String(),
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
562 address=String(), realname=String(), phone=String(), organisation=String())
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parents: 254
diff changeset
563 user.setkey("username")
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diff changeset
564 user.create(username="admin", password=adminpw, address=instance_config.ADMIN_EMAIL)
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diff changeset
565
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
566 msg = FileClass(db, "msg", author=Link("user"), recipients=Multilink("user"),
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diff changeset
567 date=Date(), summary=String(), files=Multilink("file"))
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parents: 254
diff changeset
568
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
569 file = FileClass(db, "file", name=String(), type=String())
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diff changeset
570
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
571 issue = IssueClass(db, "issue", assignedto=Link("user"),
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diff changeset
572 topic=Multilink("keyword"), priority=Link("priority"), status=Link("status"))
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diff changeset
573 issue.setkey('title')
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parents: 254
diff changeset
574 </pre>
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diff changeset
575
256
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diff changeset
576 <h3>Class, FileClass, IssueClass - creating a new information store</h3>
255
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diff changeset
577 A <em>Class</em> defines a particular class (or type) of data that will be
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diff changeset
578 stored in the database. In the instance above, we've defined 7 classes of
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diff changeset
579 information:
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diff changeset
580 <dl>
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581 <dt><strong>priority</strong>
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diff changeset
582 <dd>Defines the possible levels of urgency for issues.
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583 <dt><strong>status</strong>
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diff changeset
584 <dd>Defines the possible states of processing the issue may be in.
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diff changeset
585 <dt><strong>keyword</strong>
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diff changeset
586 <dd>Initially empty, will hold keywords useful for searching issues.
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parents: 254
diff changeset
587 <dt><strong>user</strong>
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diff changeset
588 <dd>Initially holding the "admin" user, will eventually have an entry
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
589 for all users using roundup.
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diff changeset
590 <dt><strong>msg</strong>
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diff changeset
591 <dd>Initially empty, will all e-mail messages sent to or generated by roundup.
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diff changeset
592 <dt><strong>file</strong>
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diff changeset
593 <dd>Initially empty, will all files attached to issues.
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diff changeset
594 <dt><strong>issue</strong>
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diff changeset
595 <dd>Initially emtyp, this is where the issue information is stored.
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parents: 254
diff changeset
596 </dl>
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diff changeset
597 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
598 We define the "priority" and "status" classes to allow two things: reduction in the
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diff changeset
599 amount of information stored on the issue and more powerful, accurate
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
600 searching of issues by priority and status. By only requiring a link on
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
601 the issue (which is stored as a single number) we reduce the chance
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
602 that someone mis-types a priority or status - or simply makes a new one
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
603 up.
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
604 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
605
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
606 <strong>Class</strong>
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parents: 254
diff changeset
607 <br>
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
608 Class is the basic store of information.
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
609
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
610 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
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diff changeset
611
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
612 <strong>FileClass</strong>
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parents: 254
diff changeset
613 <br>
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
614 FileClasses save their "content" attribute off in a separate file from the
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
615 rest of the database. This reduces the number of large entries in the
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
616 database, which generally makes databases more efficient, and also allows
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
617 us to use command-line tools to operate on the files. They are stored in
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
618 the files sub-directory of the db directory in your instance.
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diff changeset
619
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
620 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
621
d4ef19ef17bd Bug fix for test_init on Windows.
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622 <strong>IssueClass</strong>
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diff changeset
623 <br>
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
624 IssueClasses automatically include the "messages", "files", "nosy", and
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
625 "superseder" properties.
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
626 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
627 The messages and files properties list the links to the messages and files
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parents: 254
diff changeset
628 related to the issue. The nosy property is a list of links to users who
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
629 wish to be informed of changes to the issue - they get "CC'ed" e-mails when
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diff changeset
630 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
631 detectors directory) handles this action. The superceder link indicates an
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
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diff changeset
632 issue which has superceded this one.
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
633 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
634 They also have the dynamically generated
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
635 "creation", "activity" and "creator" properties.
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
636 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
637 The value of the "creation" property is the date when an item was created,
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
638 and the value of the "activity" property is the date when any property on
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
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diff changeset
639 the item was last edited (equivalently, these are the dates on the first
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
640 and last records in the item's journal). The "creator" property holds a
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
641 link to the user that created the issue.
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
642
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diff changeset
643 <h3>setkey(property)</h3>
255
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
644 Select a String property of the class to be the key property. The key
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
645 property muse be unique, and allows references to the items in the class by
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
646 the content of the key property. That is, we can refer to users by their
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
647 username, e.g. let's say that there's an issue in roundup, issue 23. There's
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
648 also a user, richard who happens to be user 2. To assign an issue to him,
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
649 we could do either of:
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
650 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
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diff changeset
651 <blockquote><tt>roundup-admin set issue assignedto=2</tt></blockquote>
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
652 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
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diff changeset
653 or
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
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diff changeset
654 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
655 <blockquote><tt>roundup-admin set issue
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
656 assignedto=richard</tt></blockquote>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
657 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
658 Note, the same thing can be done in the web and e-mail interfaces.
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diff changeset
659
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diff changeset
660 <h3>create(information)</h3>
255
d4ef19ef17bd Bug fix for test_init on Windows.
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diff changeset
661 Create an item in the database. This is generally used to create items in
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
662 the "definitional" classes like "priority" and "status".
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diff changeset
663
256
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diff changeset
664 <h2><a name="custweb">Web Interface</a></h2>
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665
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666 The web interface works behind the cgi-bin/roundup.cgi or roundup-server
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667 scripts. In both cases, the scripts determine which instance is being
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parents: 255
diff changeset
668 accessed (the first part of the URL path inside the scope of the CGI
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diff changeset
669 handler) and pass control on to the instance interfaces.Client class which
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diff changeset
670 handles the rest of the access through its main() method. This means that
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diff changeset
671 you can do pretty much anything you want as a web interface to your
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diff changeset
672 instance.
0fb85acfa9e4 more doc
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673 <p>
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674 Most customisation of the web view can be done by modifying the templates
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parents: 255
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675 in the instance html directory. These are divided into index, item and
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676 newitem views. The newitem view is optional - the item view will be used if
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parents: 255
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677 the newitem view doesn't exist.
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diff changeset
678
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679 <h3>Displaying Properties</h3>
256
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diff changeset
680
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681 <p>
257
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diff changeset
682 Properties appear in the user interface in three contexts:
256
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diff changeset
683 in indices, in editors, and as filters. For each type of
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684 property, there are several display possibilities. For example,
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diff changeset
685 in an index view, a string property may just be printed as
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686 a plain string, but in an editor view, that property should
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diff changeset
687 be displayed in an editable field.
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688
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diff changeset
689 <p>
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diff changeset
690 The display of a property is handled by functions in
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diff changeset
691 the htmltemplate module.
256
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diff changeset
692
257
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diff changeset
693 <p>
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diff changeset
694 Displayer functions are triggered by <tt>&lt;display&gt;</tt>
256
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diff changeset
695 tags in templates. The <tt>call</tt> attribute of the tag
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parents: 255
diff changeset
696 provides a Python expression for calling the displayer
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diff changeset
697 function. The three standard arguments are inserted in
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diff changeset
698 front of the arguments given. For example, the occurrence of
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diff changeset
699
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diff changeset
700 <blockquote><pre><small
257
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diff changeset
701 > &lt;display call="plain('status')"&gt;
256
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702 </small></pre></blockquote>
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703
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704 in a template triggers a call the "plain" function. The displayer
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705 functions can accept extra arguments to further specify
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706 details about the widgets that should be generated. By defining new
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707 displayer functions, the user interface can be highly customized.
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708
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709 <p>
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710 <table border=1 cellspacing=0>
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711 <tr><th colspan=2>The displayer functions are</th></tr>
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712
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713 <tr><td valign="top"><strong>plain</strong></td>
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714 <td>Display a String property directly.
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715 <p>
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716 Display a Date property in a specified time zone with an option
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717 to omit the time from the date stamp.
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718 <p>
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719 For a Link or Multilink
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720 property, display the key strings of the linked nodes (or the
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721 ids if the linked class has no key property).
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722 <p>
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723 <em>Options:</em><br>
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724 escape (boolean) - HTML-escape the resulting text.
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725 </td></tr>
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726
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727 <tr><td valign="top"><strong>field</strong></td>
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728 <td>Display a property like the
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729 <strong>plain</strong> displayer above, but in a form field
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730 to be edited. Strings, Dates and Intervals use TEXT fields, Links use
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731 SELECT fields and Multilinks use SELECT MULTIPLE fields.
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732 <p>
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733 <em>Options:</em><br>
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734 size (number) - width of TEXT fields.<br>
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735 height (number) - number of nows in SELECT MULTIPLE tags.<br>
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736 showid (boolean) - true includes the id of linked items in the SELECT
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737 MULTIPLE fields.
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738 </td></tr>
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739
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740 <tr><td valign="top"><strong>menu</strong></td>
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741 <td>For a Links and Multilinks, display the same field as would be
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742 generated using <strong>field</strong>.
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743 </td></tr>
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744
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745 <tr><td valign="top"><strong>link</strong></td>
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746 <td>For a Link or Multilink property, display the names of the linked
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747 nodes, hyperlinked to the item views on those nodes. For other properties,
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748 link to this node with the property as the text.
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749 <p>
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750 <em>Options:</em><br>
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751 property (property name) - the property to use in the second case.
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752 </td></tr>
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753
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754 <tr><td valign="top"><strong>count</strong></td>
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755 <td>For a Multilink property, display
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756 a count of the number of links in the list.
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757 <p>
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758 <em>Arguments:</em><br>
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759 property (property name) - the property to use.
256
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760
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761 </td></tr>
256
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762
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763 <tr><td valign="top"><strong>reldate</strong></td>
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764 <td>Display a Date property in terms
256
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765 of an interval relative to the current date (e.g. "+ 3w", "- 2d").
257
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766 <p>
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767 <em>Arguments:</em><br>
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768 property (property name) - the property to use.
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769 <p>
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770 <em>Options:</em><br>
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771 pretty (boolean) - display the relative date in an English form.
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772 </td></tr>
256
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773
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774 <tr><td valign="top"><strong>download</strong></td>
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775 <td>Show a Link("file") or Multilink("file")
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776 property using links that allow you to download files.
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777 <p>
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778 <em>Arguments:</em><br>
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779 property (property name) - the property to use.
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780 </td></tr>
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781
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782 <tr><td valign="top"><strong>checklist</strong></td>
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783 <td>For a Link or Multilink property,
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784 display checkboxes for the available choices to permit filtering.
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785 <p>
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786 <em>Arguments:</em><br>
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787 property (property name) - the property to use.
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788 </td></tr>
256
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789
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790 <tr><td valign="top"><strong>note</strong></td>
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791 <td>Display the special notes field, which is a text area for entering a
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792 note to go along with a change.
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793 </td></tr>
256
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794
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795 <tr><td valign="top"><strong>list</strong></td>
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796 <td>List the items specified by property using the standard index for
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797 the class.
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798 <p>
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799 <em>Arguments:</em><br>
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800 property (property name) - the property to use.
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801 </td></tr>
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802
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803 <tr><td valign="top"><strong>history</strong></td>
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804 <td>List the history of the item.
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805 </td></tr>
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806
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807 <tr><td valign="top"><strong>submit</strong></td>
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808 <td>Add a submit button for the item.
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809 </td></tr>
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810
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811 </table>
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812
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813 <h3>Index Views</h3>
256
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814
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815 <p>An index view contains two sections: a filter section
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816 and an index section.
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817 The filter section provides some widgets for selecting
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818 which items appear in the index. The index section is
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819 a table of items.
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820
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821 <h4>Index View Specifiers</h4>
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822
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823 <p>An index view specifier (URL fragment) looks like this (whitespace
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824 has been added for clarity):
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825
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diff changeset
826 <blockquote><pre><small
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827 >/issue?status=unread,in-progress,resolved&amp;
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828 topic=security,ui&amp;
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829 :group=+priority&amp;
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830 :sort=-activity&amp;
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831 :filters=status,topic&amp;
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832 :columns=title,status,fixer
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833 </small></pre></blockquote>
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834
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835 <p>The index view is determined by two parts of the
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836 specifier: the layout part and the filter part.
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837 The layout part consists of the query parameters that
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838 begin with colons, and it determines the way that the
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839 properties of selected nodes are displayed.
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840 The filter part consists of all the other query parameters,
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841 and it determines the criteria by which nodes
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842 are selected for display.
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843
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844 <p>The filter part is interactively manipulated with
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845 the form widgets displayed in the filter section. The
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846 layout part is interactively manipulated by clicking
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847 on the column headings in the table.
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848
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849 <p>The filter part selects the <em>union</em> of the
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850 sets of items with values matching any specified Link
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851 properties and the <em>intersection</em> of the sets
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852 of items with values matching any specified Multilink
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853 properties.
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854
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855 <p>The example specifies an index of "issue" nodes.
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856 Only items with a "status" of <em>either</em>
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857 "unread" or "in-progres" or "resolved" are displayed,
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858 and only items with "topic" values including <em>both</em>
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859 "security" <em>and</em> "ui" are displayed. The items
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860 are grouped by priority, arranged in ascending order;
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861 and within groups, sorted by activity, arranged in
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862 descending order. The filter section shows filters
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863 for the "status" and "topic" properties, and the
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864 table includes columns for the "title", "status", and
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865 "fixer" properties.
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866
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867 <p>Associated with each item class is a default
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868 layout specifier. The layout specifier in the above
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869 example is the default layout to be provided with
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870 the default bug-tracker schema described above in
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871 section 4.4.
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872
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873 <h4>Filter Section</h4>
256
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874
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875 <p>The template for a filter section provides the
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876 filtering widgets at the top of the index view.
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877 Fragments enclosed in <tt>&lt;property&gt;</tt>...<tt>&lt;/property&gt;</tt>
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878 tags are included or omitted depending on whether the
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diff changeset
879 view specifier requests a filter for a particular property.
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diff changeset
880
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diff changeset
881 <p>Here's a simple example of a filter template.
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882
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diff changeset
883 <blockquote><pre><small
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884 >&lt;property name=status&gt;
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885 &lt;display call="checklist('status')"&gt;
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886 &lt;/property&gt;
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887 &lt;br&gt;
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888 &lt;property name=priority&gt;
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889 &lt;display call="checklist('priority')"&gt;
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diff changeset
890 &lt;/property&gt;
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891 &lt;br&gt;
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892 &lt;property name=fixer&gt;
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893 &lt;display call="menu('fixer')"&gt;
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894 &lt;/property&gt;</small></pre></blockquote>
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895
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896 <p>
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897 The standard index generation code appends a section to the index pages
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898 which allows selection of the filters - from those which are defined in the
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899 filter template.
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900
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901 <h4>Index Section</h4>
256
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902
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903 <p>The template for an index section describes one row of
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904 the index table.
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905 Fragments enclosed in <tt>&lt;property&gt;</tt>...<tt>&lt;/property&gt;</tt>
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906 tags are included or omitted depending on whether the
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907 view specifier requests a column for a particular property.
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908 The table cells should contain <tt>&lt;display&gt;</tt> tags
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909 to display the values of the item's properties.
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910
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911 <p>Here's a simple example of an index template.
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912
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913 <blockquote><pre><small
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914 >&lt;tr&gt;
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diff changeset
915 &lt;property name=title&gt;
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916 &lt;td&gt;&lt;display call="plain('title', max=50)"&gt;&lt;/td&gt;
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917 &lt;/property&gt;
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918 &lt;property name=status&gt;
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919 &lt;td&gt;&lt;display call="plain('status')"&gt;&lt;/td&gt;
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920 &lt;/property&gt;
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921 &lt;property name=fixer&gt;
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922 &lt;td&gt;&lt;display call="plain('fixer')"&gt;&lt;/td&gt;
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923 &lt;/property&gt;
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924 &lt;/tr&gt;</small></pre></blockquote>
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925
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926 <h4>Sorting</h4>
256
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927
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928 <p>String and Date values are sorted in the natural way.
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929 Link properties are sorted according to the value of the
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930 "order" property on the linked nodes if it is present; or
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931 otherwise on the key string of the linked nodes; or
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932 finally on the node ids. Multilink properties are
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933 sorted according to how many links are present.
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934
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935 <h3>Item Views</h3>
256
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936
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937 <p>An item view contains an editor section and a spool section.
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938 At the top of an item view, links to superseding and superseded
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939 items are always displayed.
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940
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941
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942
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943 <h4>Editor Section</h4>
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944
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945 <p>The editor section is generated from a template
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946 containing <tt>&lt;display&gt;</tt> tags to insert
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947 the appropriate widgets for editing properties.
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948
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949 <p>Here's an example of a basic editor template.
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950
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951 <blockquote><pre><small
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952 >&lt;table&gt;
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953 &lt;tr&gt;
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954 &lt;td colspan=2&gt;
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955 &lt;display call="field('title', size=60)"&gt;
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956 &lt;/td&gt;
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957 &lt;/tr&gt;
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958 &lt;tr&gt;
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959 &lt;td&gt;
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960 &lt;display call="field('fixer', size=30)"&gt;
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961 &lt;/td&gt;
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962 &lt;td&gt;
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963 &lt;display call="menu('status')&gt;
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964 &lt;/td&gt;
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965 &lt;/tr&gt;
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966 &lt;tr&gt;
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967 &lt;td&gt;
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968 &lt;display call="field('nosy', size=30)"&gt;
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969 &lt;/td&gt;
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970 &lt;td&gt;
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971 &lt;display call="menu('priority')&gt;
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972 &lt;/td&gt;
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973 &lt;/tr&gt;
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974 &lt;tr&gt;
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975 &lt;td colspan=2&gt;
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976 &lt;display call="note()"&gt;
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977 &lt;/td&gt;
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978 &lt;/tr&gt;
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979 &lt;/table&gt;
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980 </small></pre></blockquote>
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981
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982 <p>As shown in the example, the editor template can also
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983 request the display of a "note" field, which is a
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984 text area for entering a note to go along with a change.
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985
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986 <p>When a change is submitted, the system automatically
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987 generates a message describing the changed properties.
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988
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989 <p>If a note is given in the "note" field, the note is
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990 appended to the description. The message is then added
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991 to the item's message spool (thus triggering the standard
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992 detector to react by sending out this message to the nosy list).
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993
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994 <p>
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995 The message also displays all of the property values on the
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996 item and indicates which ones have changed.
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997 An example of such a message might be this:
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998
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diff changeset
999 <blockquote><pre>
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1000 Polly's taken a turn for the worse - this is now really important!
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1001 -----
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1002 title: Polly Parrot is dead
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1003 priority: critical
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1004 status: unread -&gt; in-progress
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1005 fixer: terry
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1006 keywords: parrot,plumage,perch,nailed,dead
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1007 </pre></blockquote>
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1008
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1009 <h4>Spool Section</h4>
256
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1010
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1011 <p>The spool section lists messages in the item's "messages"
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1012 property. The index of messages displays the "date", "author",
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1013 and "summary" properties on the message nodes, and selecting a
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1014 message takes you to its content.
255
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1015
257
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1016 <p>The &lt;property&gt; tag used in the index may also be used here -
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1017 it checks to see if the nominated Multilink property has any entries.
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1018 This can be used to eliminate sections of the spool section if the
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1019 property has no entries.
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1020
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1021 <blockquote><pre>
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1022 &lt;property name="files"&gt;
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1023 &lt;tr class="strong-header"&gt;
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1024 &lt;td&gt;&lt;b&gt;Files&lt;/b&gt;&lt;/td&gt;
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1025 &lt;/tr&gt;
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1026
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1027 &lt;tr&gt;
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1028 &lt;td&gt;&lt;display call="list('files')"&gt;&lt;/td&gt;
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1029 &lt;/tr&gt;
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1030 &lt;/property&gt;
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1031 </pre></blockquote>
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1032
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1033 <p><hr>
256
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1034 <h1><a name="ack">Acknowledgements</a></h1>
251
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1035
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diff changeset
1036 Go Ping, you rock! Also, go Bizar Software for letting me implement this
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1041 $Id: index.html,v 1.7 2001-10-01 06:30:23 richard Exp $
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1042 <p>&nbsp;</p>
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1045

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