Mercurial > p > roundup > code
annotate doc/index.html @ 455:2198e5445d6b
Some cleanups in roundup-admin, also made it work again...
| author | Richard Jones <richard@users.sourceforge.net> |
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| date | Sat, 15 Dec 2001 23:09:23 +0000 |
| parents | 141aacfdb34f |
| children | b579418f7ed1 |
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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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4 |
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5 <h1 align=center>Roundup (0.3.0)</h1> |
| 256 | 6 <h3 align=center>An Issue-Tracking System for Knowledge Workers</h2> |
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7 |
| 256 | 8 <h1>Contents</h1> |
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9 |
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10 <ul> |
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11 <li><a href="overview.html">Overview</a> (Initial submission to SC Track) |
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12 <li><a href="#installation">Installation</a> |
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13 <ul> |
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14 <li><a href="#requires">Prerequisites</a> |
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15 <li><a href="#getting">Getting Roundup</a> |
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16 <li><a href="#installing">Installing Roundup</a> |
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17 </ul> |
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18 <li><a href="#starting">Getting Started</a> |
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19 <ul> |
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20 <li><a href="#instance">The Instance</a> |
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21 <li><a href="#startcmd">Command Line Tool</a> |
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22 <li><a href="#startweb">E-Mail Interface</a> |
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23 <li><a href="#startweb">Web Interface</a> |
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24 <li><a href="#users">Users and Access Control</a> (Users and permissions, Adding users) |
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25 <li><a href="#issues">Issues</a> |
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26 </ul> |
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27 <li><a href="#guide">User Guide</a> |
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28 <ul> |
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29 <li><a href="#cmd">Command Line Tool</a> |
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30 <li><a href="#web">Web Interface</a> |
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31 <li><a href="#mail">E-Mail Gateway</a> (Message content summary, Address handling, Performing Actions) |
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32 </ul> |
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33 <li><a href="#custom">Customising Roundup</a> |
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34 <ul> |
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35 <li><a href="#config">Instance Configuration</a> |
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36 <li><a href="#custinst">Instance Schema</a> (Creating a new information store) |
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37 <li><a href="#custweb">Web Interface</a> (Displaying properties, Index views, Item views) |
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38 </ul> |
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39 <li><a href="spec.html">Roundup's Design Document</a> ("Implementation Guide") |
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40 <li><a href="#ack">Acknowledgements</a> |
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41 </ul> |
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42 |
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43 <p><hr> |
| 256 | 44 <h1><a name="installation">Installation</a></h1> |
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45 |
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46 |
| 256 | 47 <h2><a name="requires">Prerequisites</a></h2> |
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48 |
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49 <dl> |
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50 <dd>Python 2.1.1 is required for the correct operation of roundup |
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51 </dl> |
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52 |
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53 Download the latest version from |
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54 <a href="http://www.python.org/">http://www.python.org/</a>. |
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55 |
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56 |
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57 |
| 256 | 58 <h2><a name="getting">Getting Roundup</a></h2> |
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59 |
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60 Download the latest version from |
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61 <a href="http://roundup.sf.net/">http://roundup.sf.net/</a>. |
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62 |
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63 |
| 256 | 64 <h2><a name="installing">Installing Roundup</a></h2> |
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65 |
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66 <ol> |
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67 <li>Run: |
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68 <br><tt>python setup.py install</tt> |
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69 <li>If you would prefer the scripts installed in somewhere other than |
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70 <tt>/usr/local/bin</tt>, add <tt>"--install-scripts=<dir>"</tt> |
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71 to the command: |
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72 <br><tt>python setup.py install --install-scripts=<dir></tt> |
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73 <li>The command: |
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74 <br><tt>python setup.py install --help</tt> |
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75 <br>gives all the options available for installation. |
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76 </ol> |
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77 |
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78 |
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79 <p><hr> |
| 256 | 80 <h1><a name="starting">Getting Started</a></h1> |
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81 |
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82 The following instructions assume that you have installed roundup. If you |
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83 haven't, you may still proceed - just preface all commands with "./" |
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84 ie. "./roundup-admin init". |
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85 |
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86 |
| 256 | 87 <h2><a name="instance">The Instance</a></h2> |
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88 |
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89 We'll be referring to the term <em>instance</em> a lot from now on. An |
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90 instance is |
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91 a directory in your filesystem that is where all the information about a |
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92 live issue tracker database is stored. The data that is entered as issues, |
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93 the users who access the database and the definition of the database itself |
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94 all reside there: |
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95 <ol> |
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96 <li><strong>Hyperdatabase</strong> |
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97 <br>This is the lowest component of Roundup and is where all the |
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98 issues, users, file attachments and messages are stored. |
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99 <li><strong>Database schema</strong> |
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100 <br>This describes the content of the hyperdatabase - what fields are |
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101 stored for issues, what user information, etc. Being stored in the |
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102 instance, this allows it to be customised for a particular application. |
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103 It also means that changes in the Roundup core code do not affect a |
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104 running instance. |
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105 <li><strong>Web Interface</strong> |
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106 <br>The web interface templates are defined in the instance too - and |
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107 the actual CGI interface class is defined (mostly using base classes in |
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108 the Roundup core code) so it, like the database, may be customised for |
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109 each instance in use. |
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110 </ol> |
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111 |
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112 Instances are created using the <tt>roundup-admin</tt> tool. |
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113 |
| 256 | 114 <h2><a name="startcmd">Command Line Tool</a></h2> |
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115 |
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116 To initiliase a new instance, run <tt>roundup-admin init</tt>. You will be |
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117 asked a series of questions: |
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118 |
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119 <ol> |
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120 <li>Instance home directory |
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121 <li>Schema to use |
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122 <li>Database back-end to use |
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123 <li>Administration user "admin" password. |
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124 </ol> |
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125 |
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126 You should also think about whether there is going to be controlled access |
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127 to the instance on the machine the instance is running on. That is, who can |
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128 actually make changes to the database using the roundup-admin tool. See |
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129 the section on <a href="#users">Users and Access Control</a> for |
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130 information on how to secure your instance from the start. |
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131 |
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132 <p> |
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133 |
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134 Roundup is configurable using an instance_config.py file in the instance home. |
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135 It should be edited before roundup is used, and may have the following |
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136 variable declarations: |
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137 |
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138 <ol> |
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139 <li>MAILHOST |
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140 <br>The SMTP mail host that roundup will use to send mail |
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141 <li>MAIL_DOMAIN |
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142 <br>The domain name used for email addresses |
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143 <li>ISSUE_TRACKER_WEB |
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144 <br>The web address of the issue tracker's web interface |
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145 </ol> |
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146 |
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147 <p> |
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148 The email addresses used by the system by default are: |
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149 |
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150 <ol> |
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151 <li>ISSUE_TRACKER_EMAIL - issue_tracker@MAIL_DOMAIN |
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152 <br>submissions of issues |
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153 <li>ADMIN_EMAIL - roundup-admin@MAIL_DOMAIN |
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154 <br>roundup's internal use (problems, etc) |
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155 </ol> |
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156 |
| 256 | 157 <h2><a name="startweb">E-Mail Interface</a></h2> |
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158 |
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159 <h3>Setup 1: As a mail alias pipe process</h3> |
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160 Set up a mail alias called "issue_tracker" as (include the quote marks): |
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161 <blockquote> |
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162 <tt>"|/usr/bin/python /usr/local/bin/roundup-mailgw <instance_home>"</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 <instance_home></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 <h3>Setup 2: As a regular cron job</h3> |
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181 |
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182 Set the roundup-mailgw up to run every 10 minutes or so. For example: |
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183 <blockquote> |
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184 <tt>10 * * * * /usr/local/bin/roundup-mailgw <instance_home> <mail_spool_file></tt> |
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185 </blockquote> |
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186 |
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187 Where the mail_spool_file argument is the location of the roundup |
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188 submission user's mail spool. On most systems, the spool for a user |
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189 "issue_tracker" will be "/var/mail/issue_tracker". |
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190 |
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191 |
| 256 | 192 <h2><a name="startweb">Web Interface</a></h2> |
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193 This software will work through apache or stand-alone. |
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194 <p> |
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195 <strong>Stand-alone:</strong> |
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196 <ol> |
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197 <li>Edit roundup-server at the top - ROUNDUP_INSTANCE_HOMES needs to know |
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198 about your instance. *** command-line option |
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199 <li><tt>roundup-server [hostname port]</tt> (hostname may be "") |
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200 <li>Load up the page <tt>/<instance name>/index</tt> where |
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201 instance name is the |
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202 name you nominated in <tt>ROUNDUP_INSTANCE_HOMES</tt>. |
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203 *** command-line option |
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204 </ol> |
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205 |
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206 <strong>Apache:</strong> |
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207 <ol> |
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208 <li>The CGI script is found in the cgi-bin directory of the roundup |
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209 distribution. |
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210 </li> |
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211 <li>Make sure roundup.cgi is executable. Edit it at the top - |
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212 ROUNDUP_INSTANCE_HOMES needs to know about your instance. |
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213 </li> |
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214 <li>Edit your /etc/httpd/conf/httpd.conf and make sure that the |
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215 /home/httpd/html/roundup/roundup.cgi script will be treated as a CGI |
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216 script. |
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217 </li> |
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218 <li>Re-start your apache to re-load the config if necessary. |
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219 </li> |
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220 <li>Load up the page "/roundup/roundup.cgi/<instance name>/index" where |
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221 instance name is the name you nominated in ROUNDUP_INSTANCE_HOMES. |
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222 </li> |
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223 <li>To use the CGI script unchanged, which allows much easier updates, |
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224 add these directives to your "httpd.conf": |
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225 <pre> |
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226 SetEnv ROUNDUP_LOG "/var/log/roundup.log" |
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227 SetEnv ROUNDUP_INSTANCE_HOMES "Default=/usr/local/share/roundup/instances/Default" |
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228 SetEnv ROUNDUP_DEBUG "0" |
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229 </pre> |
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230 </li> |
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231 <li>On Windows, write a batch file "roundup.bat" similar to the one below |
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232 and place it into your cgi-bin directory: |
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233 <pre> |
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234 @echo off |
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235 set ROUNDUP_LOG=c:\Python21\share\roundup\cgi.log |
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236 set ROUNDUP_INSTANCE_HOMES=Default=c:\Python21\share\roundup\instances\Default; |
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237 set ROUNDUP_DEBUG=0 |
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238 c:\Python21\python.exe c:\Python21\share\roundup\cgi-bin\roundup.cgi |
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239 </pre> |
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240 </li> |
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241 </ol> |
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242 |
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243 |
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244 |
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245 |
| 256 | 246 <h2><a name="users">Users</a></h2> |
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265
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247 |
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248 <h3>Users and permissions</h3> |
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249 By default, roundup automatically creates one user when the instance |
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250 database is initialised (using roundup-admin init). The user is "admin" and |
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251 the password is the one you supply at that time. |
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252 <p> |
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253 If users attempt to use roundup in any manner and are not identified to |
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254 roundup, they will be using the database in a read-only mode. That is, if |
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255 roundup doesn't know who they are, they can't change anything. This has the |
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256 following repurcussions: |
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257 <dl> |
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258 <dt><strong>Command-line interface</strong> |
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270
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259 <dd>The data modification commands (create, init, retire, set) are |
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260 performed as the "admin" user. It is therefore important that the database |
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261 be protected by the filesystem if protection is required. On a Unix system, |
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262 the easiest and most flexible method of doing so is: |
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263 <ol> |
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264 <li>Add a new user and group to your system (e.g. "issue_tracker") |
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265 <li>When creating a new instance home, use the following commands |
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266 (substituting instance_home for the directory you want to use):<br> |
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267 <pre> |
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268 mkdir instance_home |
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269 chown issue_tracker:issue_tracker instance_home |
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270 chmod g+rwxs instance_home |
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271 roundup-admin -i instance_home init |
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272 </pre> |
| 277 | 273 <li>Now, edit the /etc/group line for the issue_tracker group so it includes |
| 274 the unix logins of all the users who are going to administer your roundup | |
| 275 instance. If you're running the web or mail gateways, then be sure to | |
| 276 include those users in the group too (on some Linux systems, these | |
| 277 users are "www" or "apache" and "mail".) | |
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278 </ol> |
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279 |
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280 <dt><strong>E-Mail interface</strong> |
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281 <dd>Users are identified by e-mail address - a new user entry will be |
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282 created for any e-mail address that is not recognised, so users are |
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283 <em>always</em> identified by roundup. |
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284 <dt><strong>Web interface</strong> |
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285 <dd>Unidentified users have read-only access. If the users database has an |
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286 entry with the username "anonymous", then unidentified users are |
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287 automatically logged in as that user. This gives them write access. |
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288 </dl> |
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289 <p> |
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290 *** anonymous access and the ANONYMOUS_* configuratins. |
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291 |
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292 <h3>Adding users</h3> |
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293 To add users, use one of the following interfaces: |
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294 |
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295 <ol> |
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296 <li>On the web, access the URL <tt>.../<instance name>/newuser</tt> |
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297 to bring up a form which may be used to add a new user. |
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298 <li>On the command-line, use: |
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299 <br><tt>roundup-admin -i <instance home> create user |
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300 username=bozo password=bozo address=richard@clown.org</tt> |
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301 <br>Supply the admin username and password. roundup-admin will print the |
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302 id of the new user. |
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303 <li>Any e-mail sent to roundup from an address that doesn't match an |
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304 existing user in the database will result in a new user entry being |
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305 created for that user. |
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306 </ol> |
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307 |
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308 |
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309 |
| 256 | 310 <h2><a name="issues">Issues</a></h2> |
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311 To add issues, use one of the following interfaces: |
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312 |
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313 <ol> |
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314 <li>On the web, access the URL <tt>.../<instance name>/newissue</tt> |
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315 to bring up a form which may be used to add a new issue. |
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316 <li>On the command-line, use: |
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317 <br><tt>roundup-admin -i <instance home> create issue |
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318 title="test issue"</tt> |
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319 <br>Supply the admin username and password. roundup-admin will print the |
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320 id of the new issue. |
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321 <li>Any e-mail sent to roundup with the subject line containing [issue] |
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322 will automatically created a new issue in the database using the |
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323 contents of the e-mail. |
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324 </ol> |
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325 |
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326 <p><hr> |
| 256 | 327 <h1><a name="guide">User Guide</a></h1> |
| 328 <h2><a name="cmd">Command Line Tool</a></h2> | |
|
253
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329 |
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330 Usage: |
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331 <tt>roundup-admin [-i instance home] [-u login] [-c] <command> |
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332 <arguments></tt> |
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333 |
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334 <p> |
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335 <table><tr><th colspan=2>Options:</th></tr> |
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336 <tr><td>-i instance home </td><td>specify the issue tracker "home directory" to administer |
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337 </td></tr> |
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338 <tr><td>-u </td><td>the user[:password] to use for commands |
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339 </td></tr> |
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340 <tr><td>-c </td><td>when outputting lists of data, just comma-separate them |
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341 </td></tr> |
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342 </table> |
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343 |
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344 <p> |
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345 <table border=1 cellspacing=0> |
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346 <tr><th colspan=2>Command Help</th></tr> |
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347 <tr><td valign=top><strong>history</strong></td> |
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348 <td><tt>history designator</tt><p> |
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255
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349 Lists the journal entries for the node identified by the designator. |
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350 </td></tr> |
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351 |
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352 <tr><td valign=top><strong>find</strong></td> |
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353 <td><tt>find classname propname=value ...</tt><p> |
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354 Find the nodes of the given class with a given property value. The |
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355 value may be either the nodeid of the linked node, or its key value. |
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356 </td></tr> |
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357 |
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358 <tr><td valign=top><strong>list</strong></td> |
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359 <td><tt>list classname [property]</tt><p> |
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360 Lists all instances of the given class along. If the property is not |
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361 specified, the "label" property is used. The label property is tried |
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362 in order: the key, "name", "title" and then the first property, |
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363 alphabetically. |
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364 </td></tr> |
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365 |
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366 <tr><td valign=top><strong>retire</strong></td> |
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367 <td><tt>retire designator[,designator]*</tt><p> |
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368 This action indicates that a particular node is not to be retrieved by |
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369 the list or find commands, and its key value may be re-used. |
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370 </td></tr> |
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371 |
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372 <tr><td valign=top><strong>create</strong></td> |
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373 <td><tt>create classname property=value ...</tt><p> |
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374 This creates a new entry of the given class using the property |
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375 name=value arguments provided on the command line after the "create" |
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376 command. |
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377 </td></tr> |
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378 |
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379 <tr><td valign=top><strong>get</strong></td> |
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380 <td><tt>get property designator[,designator]*</tt><p> |
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381 Retrieves the property value of the nodes specified by the designators. |
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382 </td></tr> |
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383 |
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384 <tr><td valign=top><strong>spec</strong></td> |
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385 <td><tt>spec classname</tt><p> |
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386 This lists the properties for a given class. |
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387 </td></tr> |
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388 |
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389 <tr><td valign=top><strong>set</strong></td> |
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390 <td><tt>set designator[,designator]* propname=value ...</tt><p> |
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391 Sets the property to the value for all designators given. |
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392 </td></tr> |
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393 |
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394 <tr><td valign=top><strong>init</strong></td> |
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395 <td><tt>init [template [backend [admin password]]]</tt><p> |
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396 The command will prompt for the instance home directory (if not supplied |
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397 through INSTANCE_HOME or the -i option. The template, backend and admin |
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398 password may be specified on the command-line as arguments, in that order. |
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399 </td></tr> |
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400 |
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401 <tr><td valign=top><strong>export</strong></td> |
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402 <td><tt>export class[,class] destination_dir</tt><p> |
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403 This action exports the current data from the database into |
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404 comma-separated files that are placed in the nominated destination |
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405 directory. The journals are not exported. |
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406 </td></tr> |
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407 |
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408 <tr><td valign=top><strong>import</strong></td> |
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409 <td><tt>import class file</tt><p> |
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410 The file must define the same properties as the class (including having |
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411 a "header" line with those property names.) |
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412 </td></tr> |
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413 |
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414 <tr><td valign=top><strong>freshen</strong></td> |
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415 <td><tt>freshen</tt><p> |
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416 <strong>**DO NOT USE**</strong> |
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417 <p> |
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418 This currently kills databases!!!! |
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419 <p> |
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420 This action should generally not be used. It reads in an instance |
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421 database and writes it again. In the future, is may also update |
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422 instance code to account for changes in templates. It's probably wise |
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423 not to use it anyway. Until we're sure it won't break things... |
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424 </td></tr> |
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425 |
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426 <tr><td><strong>help</strong></td> |
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427 <td><tt>help [command]</tt><p> |
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428 Short help about roundup-admin or the specific command. |
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429 </td></tr> |
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430 |
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431 <tr><td><strong>morehelp</strong></td> |
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432 <td><tt>morehelp</tt><p> |
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433 All available help from the roundup-admin tool. |
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434 </td></tr> |
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435 </table> |
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436 |
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437 <p> |
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438 All commands (except help) require an instance specifier. This is just the path |
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439 to the roundup instance you're working with. A roundup instance is where |
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440 roundup keeps the database and configuration file that defines an issue |
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441 tracker. It may be thought of as the issue tracker's "home directory". It may |
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442 be specified in the environment variable ROUNDUP_INSTANCE or on the command |
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443 line as "-i instance". |
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444 |
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445 <p> |
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446 A designator is a classname and a nodeid concatenated, eg. bug1, user10, ... |
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447 |
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448 <p> |
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449 Property values are represented as strings in command arguments and in the |
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450 printed results: |
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451 <ul> |
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452 <li>Strings are, well, strings. |
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453 <li>Password values will display as their encoded value. |
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454 <li>Date values are printed in the full date format in the local time zone, and |
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455 accepted in the full format or any of the partial formats explained below. |
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456 <table> |
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457 <tr><th>Input of...</th><th>Means...</th></tr> |
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458 <tr><td>"2000-04-17.03:45"</td><td>2000-04-17.08:45:00</td></tr> |
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459 <tr><td>"2000-04-17"</td><td>2000-04-17.00:00:00</td></tr> |
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460 <tr><td>"01-25"</td><td>yyyy-01-25.00:00:00</td></tr> |
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461 <tr><td>"08-13.22:13"</td><td>yyyy-08-14.03:13:00</td></tr> |
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462 <tr><td>"11-07.09:32:43"</td><td>yyyy-11-07.14:32:43</td></tr> |
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463 <tr><td>"14:25"</td><td>yyyy-mm-dd.19:25:00</td></tr> |
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464 <tr><td>"8:47:11"</td><td>yyyy-mm-dd.13:47:11</td></tr> |
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465 <tr><td>"."</td><td>"right now"</td></tr> |
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466 </table> |
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467 <li>Link values are printed as node designators. When given as an argument, |
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468 node designators and key strings are both accepted. |
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469 <li>Multilink values are printed as lists of node designators joined by commas. |
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470 When given as an argument, node designators and key strings are both |
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471 accepted; an empty string, a single node, or a list of nodes joined by |
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472 commas is accepted. |
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473 </ul> |
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474 When multiple nodes are specified to the roundup get or roundup set |
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475 commands, the specified properties are retrieved or set on all the listed |
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476 nodes. |
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477 <p> |
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478 When multiple results are returned by the roundup get or roundup find |
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479 commands, they are printed one per line (default) or joined by commas (with |
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480 the -c) option. |
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481 <p> |
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482 Where the command changes data, a login name/password is required. The |
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483 login may be specified as either "name" or "name:password". |
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484 <ul> |
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485 <li>ROUNDUP_LOGIN environment variable |
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486 <li>the -u command-line option |
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487 </ul> |
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488 If either the name or password is not supplied, they are obtained from the |
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489 command-line. |
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490 |
| 256 | 491 <h2><a name="web">Web Interface</a></h2> |
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492 Index views may be modified by the following arguments: |
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493 <pre> |
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494 :sort - sort by prop name, optionally preceeded with '-' |
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495 to give descending or nothing for ascending sorting. |
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496 :group - group by prop name, optionally preceeded with '-' or |
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497 to sort in descending or nothing for ascending order. |
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498 :filter - selects which props should be displayed in the filter |
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499 section. Default is all. |
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500 :columns - selects the columns that should be displayed. |
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501 Default is all. |
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502 propname - selects the values the node properties given by propname |
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503 must have (very basic search/filter). |
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504 </pre> |
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505 |
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506 <strong>Not sure what to put in here...</strong> |
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507 |
| 256 | 508 <h2><a name="mail">E-Mail Gateway</a></h2> |
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509 |
| 277 | 510 <h3>Performing Actions</h3> |
| 511 The subject line of the incoming message is examined to determine whether | |
| 512 the message is an attempt to create a new item or to discuss an existing | |
| 513 item. A designator enclosed in square brackets is sought as the first thing | |
| 514 on the subject line (after skipping any "Fwd:" or "Re:" prefixes). | |
| 515 <p> | |
| 516 If an item designator (class name and id number) is found there, the newly | |
| 517 created "msg" node is added to the "messages" property for that item, and | |
| 518 any new "file" nodes are added to the "files" property for the item. | |
| 519 <p> | |
| 520 If just an item class name is found there, we attempt to create a new item | |
| 521 of that class with its "messages" property initialized to contain the new | |
| 522 "msg" node and its "files" property initialized to contain any new "file" | |
| 523 nodes. | |
| 524 | |
| 525 <h3>Setting Properties</h3> | |
| 526 The e-mail interface also provides a simple way to set | |
| 527 properties on items. At the end of the subject line, | |
| 528 <em>propname</em><tt>=</tt><em>value</em> pairs can be | |
| 529 specified in square brackets, using the same conventions | |
| 530 as for the <tt>roundup set</tt> shell command. | |
| 531 explanatory message given in the exception. | |
| 532 | |
| 533 <h3>Message content</h3> | |
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534 Incoming messages are examined for multiple parts: |
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535 <ul> |
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536 <li>In a multipart/mixed message or part, each subpart is extracted and |
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537 examined. The text/plain subparts are assembled to form the textual |
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538 body of the message, to be stored in the file associated with a "msg" |
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539 class node. Any parts of other types are each stored in separate files |
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540 and given "file" class nodes that are linked to the "msg" node. |
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541 <li>In a multipart/alternative message or part, we look for a text/plain |
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542 subpart and ignore the other parts. |
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543 </ul> |
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544 |
| 277 | 545 <h4>Message summary</h4> |
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546 The "summary" property on message nodes is taken from the first non-quoting |
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547 section in the message body. The message body is divided into sections by |
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548 blank lines. Sections where the second and all subsequent lines begin with |
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549 a ">" or "|" character are considered "quoting sections". The first line of |
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550 the first non-quoting section becomes the summary of the message. |
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551 |
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552 <h3>Address handling</h3> |
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553 All of the addresses in the To: and Cc: headers of the incoming message are |
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554 looked up among the user nodes, and the corresponding users are placed in |
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555 the "recipients" property on the new "msg" node. The address in the From: |
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556 header similarly determines the "author" property of the new "msg" |
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557 node. The default handling for addresses that don't have corresponding |
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558 users is to create new users with no passwords and a username equal to the |
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559 address. (The web interface does not permit logins for users with no |
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560 passwords.) If we prefer to reject mail from outside sources, we can simply |
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561 register an auditor on the "user" class that prevents the creation of user |
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562 nodes with no passwords. |
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563 |
| 256 | 564 <h3>Triggers</h3> |
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565 Both cases may trigger detectors (in the first case we are calling the |
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566 set() method to add the message to the item's spool; in the second case we |
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567 are calling the create() method to create a new node). If an auditor raises |
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568 an exception, the original message is bounced back to the sender with the |
| 277 | 569 |
| 570 <h4>Nosy Lists</h4> | |
| 571 A standard detector is provided that watches for additions | |
| 572 to the "messages" property. When a new message is added, the | |
| 573 detector sends it to all the users on the "nosy" list for the | |
| 574 item that are not already on the "recipients" list of the | |
| 575 message. Those users are then appended to the "recipients" | |
| 576 property on the message, so multiple copies of a message | |
| 577 are never sent to the same user. The journal recorded by | |
| 578 the hyperdatabase on the "recipients" property then provides | |
| 579 a log of when the message was sent to whom. | |
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580 |
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581 <p><hr> |
| 256 | 582 <h1><a name="custom">Customising Roundup</a></h1> |
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583 |
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584 Instances have the following structure: |
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585 <table> |
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586 <tr><td valign=top><strong>instance_config.py</strong></td> |
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587 <td>Holds the basic <a href="#config">instance configuration</a></td></tr> |
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588 <tr><td valign=top><strong>dbinit.py</strong></td> |
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589 <td>Holds the <a href="#custinst">instance schema</a></td></tr> |
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590 <tr><td valign=top><strong>interfaces.py</strong></td> |
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591 <td>Defines the <a href="#custweb">Web</a> and E-Mail interfaces for the instance</td></tr> |
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592 <tr><td valign=top><strong>select_db.py</strong></td> |
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593 <td>Selects the database back-end for the instance</td></tr> |
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594 <tr><td valign=top><strong>db/</strong></td> |
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595 <td>Holds the instance's database</td></tr> |
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596 <tr><td valign=top><strong>db/files/</strong></td> |
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597 <td>Holds the instance's upload files and messages</td></tr> |
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598 <tr><td valign=top><strong>detectors/</strong></td> |
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599 <td>Auditors and reactors for this instance</td></tr> |
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600 <tr><td valign=top><strong>html/</strong></td> |
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601 <td>Web interface <a href="#custweb">templates</a>, images and style sheets</td></tr> |
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602 </table> |
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603 |
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604 <h2><a name="config">Instance Configuration</a></h2> |
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605 The <tt>instance_config.py</tt> located in your instance home contains the |
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606 basic configuration for the web and e-mail components of roundup's |
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607 interfaces. This file is a Python module. The default |
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608 <tt>instance_config.py</tt> is given below - as you can see, the |
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609 MAIL_DOMAIN must be edited before any interaction with the instance is |
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610 attempted. |
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611 |
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612 <p> |
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613 <pre> |
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614 MAIL_DOMAIN=MAILHOST=HTTP_HOST=None |
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615 HTTP_PORT=0 |
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616 |
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617 # roundup home is this package's directory |
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618 INSTANCE_HOME=os.path.split(__file__)[0] |
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619 |
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620 # The SMTP mail host that roundup will use to send mail |
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621 if not MAILHOST: |
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622 MAILHOST = 'localhost' |
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623 |
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624 # The domain name used for email addresses. |
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625 if not MAIL_DOMAIN: |
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626 MAIL_DOMAIN = 'fill.me.in.' |
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627 |
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628 # the next two are only used for the standalone HTTP server. |
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629 if not HTTP_HOST: |
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630 HTTP_HOST = '' |
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631 if not HTTP_PORT: |
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632 HTTP_PORT = 9080 |
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633 |
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634 # This is the directory that the database is going to be stored in |
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635 DATABASE = os.path.join(INSTANCE_HOME, 'db') |
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636 |
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637 # This is the directory that the HTML templates reside in |
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638 TEMPLATES = os.path.join(INSTANCE_HOME, 'html') |
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639 |
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640 # The email address that mail to roundup should go to |
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641 ISSUE_TRACKER_EMAIL = 'issue_tracker@%s'%MAIL_DOMAIN |
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642 |
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643 # The web address that the instance is viewable at |
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644 ISSUE_TRACKER_WEB = 'http://some.useful.url/' |
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645 |
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646 # The email address that roundup will complain to if it runs into trouble |
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647 ADMIN_EMAIL = 'roundup-admin@%s'%MAIL_DOMAIN |
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648 |
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649 # Somewhere for roundup to log stuff internally sent to stdout or stderr |
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650 LOG = os.path.join(INSTANCE_HOME, 'roundup.log') |
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651 |
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652 # Where to place the web filtering HTML on the index page |
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653 FILTER_POSITION = 'bottom' # one of 'top', 'bottom', 'top and bottom' |
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654 |
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655 # Deny or allow anonymous access to the web interface |
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656 ANONYMOUS_ACCESS = 'deny' |
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657 |
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658 # Deny or allow anonymous users to register through the web interface |
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659 ANONYMOUS_REGISTER = 'deny' |
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660 |
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661 # Send nosy messages to the author of the message |
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662 MESSAGES_TO_AUTHOR = 'no' # either 'yes' or 'no' |
|
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663 </pre> |
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664 |
| 256 | 665 <h2><a name="custinst">Instance Schema</a></h2> |
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666 An instance schema defines what data is stored in the instance's database. |
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667 The two schemas shipped with Roundup turn it into a typical software bug |
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668 tracker (the extended schema allowing for support issues as well as bugs). |
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669 Schemas are defined using Python code. The "classic" schema looks like |
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670 this: |
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671 <p> |
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672 <pre> |
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673 pri = Class(db, "priority", name=String(), order=String()) |
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674 pri.setkey("name") |
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675 pri.create(name="critical", order="1") |
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676 pri.create(name="urgent", order="2") |
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677 pri.create(name="bug", order="3") |
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678 pri.create(name="feature", order="4") |
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679 pri.create(name="wish", order="5") |
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680 |
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681 stat = Class(db, "status", name=String(), order=String()) |
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682 stat.setkey("name") |
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683 stat.create(name="unread", order="1") |
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684 stat.create(name="deferred", order="2") |
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685 stat.create(name="chatting", order="3") |
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686 stat.create(name="need-eg", order="4") |
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687 stat.create(name="in-progress", order="5") |
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688 stat.create(name="testing", order="6") |
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689 stat.create(name="done-cbb", order="7") |
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690 stat.create(name="resolved", order="8") |
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691 |
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692 keyword = Class(db, "keyword", name=String()) |
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693 keyword.setkey("name") |
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694 |
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695 user = Class(db, "user", username=String(), password=String(), |
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696 address=String(), realname=String(), phone=String(), organisation=String()) |
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697 user.setkey("username") |
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698 user.create(username="admin", password=adminpw, address=instance_config.ADMIN_EMAIL) |
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699 |
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700 msg = FileClass(db, "msg", author=Link("user"), recipients=Multilink("user"), |
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701 date=Date(), summary=String(), files=Multilink("file")) |
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702 |
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703 file = FileClass(db, "file", name=String(), type=String()) |
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704 |
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705 issue = IssueClass(db, "issue", assignedto=Link("user"), |
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706 topic=Multilink("keyword"), priority=Link("priority"), status=Link("status")) |
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707 issue.setkey('title') |
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708 </pre> |
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709 |
| 277 | 710 <h3>Classes and Properties - creating a new information store</h3> |
| 711 In the instance above, we've defined 7 <em>classes</em> of information: | |
|
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712 <dl> |
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713 <dt><strong>priority</strong> |
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714 <dd>Defines the possible levels of urgency for issues. |
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715 <dt><strong>status</strong> |
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716 <dd>Defines the possible states of processing the issue may be in. |
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717 <dt><strong>keyword</strong> |
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718 <dd>Initially empty, will hold keywords useful for searching issues. |
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719 <dt><strong>user</strong> |
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720 <dd>Initially holding the "admin" user, will eventually have an entry |
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721 for all users using roundup. |
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722 <dt><strong>msg</strong> |
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723 <dd>Initially empty, will all e-mail messages sent to or generated by roundup. |
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724 <dt><strong>file</strong> |
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725 <dd>Initially empty, will all files attached to issues. |
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726 <dt><strong>issue</strong> |
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727 <dd>Initially emtyp, this is where the issue information is stored. |
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728 </dl> |
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729 <p> |
| 277 | 730 We define the "priority" and "status" classes to allow two things: reduction |
| 731 in the amount of information stored on the issue and more powerful, accurate | |
|
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732 searching of issues by priority and status. By only requiring a link on |
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733 the issue (which is stored as a single number) we reduce the chance |
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734 that someone mis-types a priority or status - or simply makes a new one |
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735 up. |
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736 |
| 277 | 737 <h4>Class and Nodes</h4> |
| 738 A <em>Class</em> defines a particular class (or type) of data that will be | |
| 739 stored in the database. A class comprises one or more properties, which | |
| 740 given the information about the class nodes. | |
| 741 <p> | |
| 742 The actual data entered into the database, using <em>class</em>.create() | |
| 743 are called <em>nodes</em>. They have a special immutable property called | |
| 744 id. We sometimes refer to this as the <em>nodeid</em>. | |
|
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745 |
| 277 | 746 |
| 747 <h4>Properties</h4> | |
| 748 A Class is comprised of one or more <em>properties</em> of the following types: | |
|
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749 |
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750 <ul> |
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751 <li><em>String</em> properties are for storing arbitrary-length |
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752 strings. |
|
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753 |
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754 <li><em>Password</em> properties are for storing encoded arbitrary-length |
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755 strings. The default encoding is defined on the roundup.password.Password |
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756 class. |
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757 |
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758 <li><em>Date</em> properties store date-and-time stamps. |
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759 Their values are Timestamp objects. |
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760 |
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761 <li>A <em>Link</em> property refers to a single other node |
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762 selected from a specified class. The class is part of the property; |
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763 the value is an integer, the id of the chosen node. |
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764 |
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765 <li>A <em>Multilink</em> property refers to possibly many nodes |
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766 in a specified class. The value is a list of integers. |
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767 </ul> |
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768 |
| 277 | 769 <h4>FileClass</h4> |
|
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770 FileClasses save their "content" attribute off in a separate file from the |
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771 rest of the database. This reduces the number of large entries in the |
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772 database, which generally makes databases more efficient, and also allows |
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773 us to use command-line tools to operate on the files. They are stored in |
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774 the files sub-directory of the db directory in your instance. |
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775 |
| 277 | 776 <h4>IssueClass</h4> |
|
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777 IssueClasses automatically include the "messages", "files", "nosy", and |
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778 "superseder" properties. |
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779 <p> |
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780 The messages and files properties list the links to the messages and files |
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781 related to the issue. The nosy property is a list of links to users who |
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782 wish to be informed of changes to the issue - they get "CC'ed" e-mails when |
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783 messages are sent to or generated by the issue. The nosy reactor (in the |
|
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784 detectors directory) handles this action. The superceder link indicates an |
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785 issue which has superceded this one. |
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786 <p> |
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787 They also have the dynamically generated |
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788 "creation", "activity" and "creator" properties. |
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789 <p> |
| 277 | 790 The value of the "creation" property is the date when a node was created, |
|
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791 and the value of the "activity" property is the date when any property on |
| 277 | 792 the node was last edited (equivalently, these are the dates on the first |
| 793 and last records in the node's journal). The "creator" property holds a | |
|
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794 link to the user that created the issue. |
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795 |
|
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796 <h4>setkey(property)</h4> |
|
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797 Select a String property of the class to be the key property. The key |
| 277 | 798 property muse be unique, and allows references to the nodes in the class by |
|
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799 the content of the key property. That is, we can refer to users by their |
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800 username, e.g. let's say that there's an issue in roundup, issue 23. There's |
|
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801 also a user, richard who happens to be user 2. To assign an issue to him, |
|
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802 we could do either of: |
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803 <p> |
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804 <blockquote><tt>roundup-admin set issue assignedto=2</tt></blockquote> |
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805 <p> |
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806 or |
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807 <p> |
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808 <blockquote><tt>roundup-admin set issue |
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809 assignedto=richard</tt></blockquote> |
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810 <p> |
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811 Note, the same thing can be done in the web and e-mail interfaces. |
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812 |
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813 <h4>create(information)</h4> |
| 277 | 814 Create a node in the database. This is generally used to create nodes in |
|
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815 the "definitional" classes like "priority" and "status". |
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816 |
| 277 | 817 |
| 256 | 818 <h2><a name="custweb">Web Interface</a></h2> |
| 819 | |
| 820 The web interface works behind the cgi-bin/roundup.cgi or roundup-server | |
| 821 scripts. In both cases, the scripts determine which instance is being | |
| 822 accessed (the first part of the URL path inside the scope of the CGI | |
| 823 handler) and pass control on to the instance interfaces.Client class which | |
| 824 handles the rest of the access through its main() method. This means that | |
| 825 you can do pretty much anything you want as a web interface to your | |
| 826 instance. | |
| 827 <p> | |
| 828 Most customisation of the web view can be done by modifying the templates | |
| 829 in the instance html directory. These are divided into index, item and | |
| 830 newitem views. The newitem view is optional - the item view will be used if | |
| 831 the newitem view doesn't exist. | |
| 832 | |
| 257 | 833 <h3>Displaying Properties</h3> |
| 256 | 834 |
| 835 <p> | |
| 257 | 836 Properties appear in the user interface in three contexts: |
| 256 | 837 in indices, in editors, and as filters. For each type of |
| 838 property, there are several display possibilities. For example, | |
| 839 in an index view, a string property may just be printed as | |
| 840 a plain string, but in an editor view, that property should | |
| 841 be displayed in an editable field. | |
| 842 | |
| 257 | 843 <p> |
| 844 The display of a property is handled by functions in | |
| 845 the htmltemplate module. | |
| 256 | 846 |
| 257 | 847 <p> |
| 848 Displayer functions are triggered by <tt><display></tt> | |
| 256 | 849 tags in templates. The <tt>call</tt> attribute of the tag |
| 850 provides a Python expression for calling the displayer | |
| 851 function. The three standard arguments are inserted in | |
| 852 front of the arguments given. For example, the occurrence of | |
| 853 | |
| 854 <blockquote><pre><small | |
| 257 | 855 > <display call="plain('status')"> |
| 256 | 856 </small></pre></blockquote> |
| 857 | |
| 257 | 858 in a template triggers a call the "plain" function. The displayer |
| 256 | 859 functions can accept extra arguments to further specify |
| 860 details about the widgets that should be generated. By defining new | |
| 861 displayer functions, the user interface can be highly customized. | |
| 862 | |
| 257 | 863 <p> |
| 864 <table border=1 cellspacing=0> | |
| 865 <tr><th colspan=2>The displayer functions are</th></tr> | |
| 256 | 866 |
| 257 | 867 <tr><td valign="top"><strong>plain</strong></td> |
| 868 <td>Display a String property directly. | |
| 869 <p> | |
| 870 Display a Date property in a specified time zone with an option | |
| 871 to omit the time from the date stamp. | |
| 872 <p> | |
| 873 For a Link or Multilink | |
| 256 | 874 property, display the key strings of the linked nodes (or the |
| 257 | 875 ids if the linked class has no key property). |
| 876 <p> | |
| 877 <em>Options:</em><br> | |
| 878 escape (boolean) - HTML-escape the resulting text. | |
| 879 </td></tr> | |
| 880 | |
| 881 <tr><td valign="top"><strong>field</strong></td> | |
| 882 <td>Display a property like the | |
| 883 <strong>plain</strong> displayer above, but in a form field | |
| 884 to be edited. Strings, Dates and Intervals use TEXT fields, Links use | |
| 885 SELECT fields and Multilinks use SELECT MULTIPLE fields. | |
| 886 <p> | |
| 887 <em>Options:</em><br> | |
| 888 size (number) - width of TEXT fields.<br> | |
| 889 height (number) - number of nows in SELECT MULTIPLE tags.<br> | |
| 277 | 890 showid (boolean) - true includes the id of linked nodes in the SELECT |
| 257 | 891 MULTIPLE fields. |
| 892 </td></tr> | |
| 256 | 893 |
| 257 | 894 <tr><td valign="top"><strong>menu</strong></td> |
| 895 <td>For a Links and Multilinks, display the same field as would be | |
| 896 generated using <strong>field</strong>. | |
| 897 </td></tr> | |
| 256 | 898 |
| 257 | 899 <tr><td valign="top"><strong>link</strong></td> |
| 900 <td>For a Link or Multilink property, display the names of the linked | |
|
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901 nodes, hyperlinked to the item views on those nodes. |
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902 <p> |
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903 For other properties, link to this node with the property as the text. |
| 257 | 904 <p> |
| 905 <em>Options:</em><br> | |
|
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906 property (property name) - the property to use in the second case.<br> |
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907 is_download (boolean) - to be used for links te <em>file</em> class nodes - |
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908 this indicates that the URL should have the specified property (usually |
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909 <em>name</em>) appended so that the download has the correct name (instead |
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910 of the node designator.) |
| 257 | 911 </td></tr> |
| 912 | |
| 913 <tr><td valign="top"><strong>count</strong></td> | |
| 914 <td>For a Multilink property, display | |
| 915 a count of the number of links in the list. | |
| 916 <p> | |
| 917 <em>Arguments:</em><br> | |
| 918 property (property name) - the property to use. | |
| 256 | 919 |
| 257 | 920 </td></tr> |
| 256 | 921 |
| 257 | 922 <tr><td valign="top"><strong>reldate</strong></td> |
| 923 <td>Display a Date property in terms | |
| 256 | 924 of an interval relative to the current date (e.g. "+ 3w", "- 2d"). |
| 257 | 925 <p> |
| 926 <em>Arguments:</em><br> | |
| 927 property (property name) - the property to use. | |
| 928 <p> | |
| 929 <em>Options:</em><br> | |
| 930 pretty (boolean) - display the relative date in an English form. | |
| 931 </td></tr> | |
| 256 | 932 |
| 257 | 933 <tr><td valign="top"><strong>download</strong></td> |
| 934 <td>Show a Link("file") or Multilink("file") | |
| 935 property using links that allow you to download files. | |
| 936 <p> | |
| 937 <em>Arguments:</em><br> | |
| 938 property (property name) - the property to use. | |
| 939 </td></tr> | |
| 940 | |
| 941 <tr><td valign="top"><strong>checklist</strong></td> | |
| 942 <td>For a Link or Multilink property, | |
| 943 display checkboxes for the available choices to permit filtering. | |
| 944 <p> | |
| 945 <em>Arguments:</em><br> | |
| 946 property (property name) - the property to use. | |
| 947 </td></tr> | |
| 256 | 948 |
| 257 | 949 <tr><td valign="top"><strong>note</strong></td> |
| 950 <td>Display the special notes field, which is a text area for entering a | |
| 951 note to go along with a change. | |
| 952 </td></tr> | |
| 256 | 953 |
| 257 | 954 <tr><td valign="top"><strong>list</strong></td> |
| 277 | 955 <td>List the nodes specified by property using the standard index for |
| 257 | 956 the class. |
| 957 <p> | |
| 958 <em>Arguments:</em><br> | |
| 959 property (property name) - the property to use. | |
| 960 </td></tr> | |
| 961 | |
| 962 <tr><td valign="top"><strong>history</strong></td> | |
| 963 <td>List the history of the item. | |
| 964 </td></tr> | |
| 965 | |
| 966 <tr><td valign="top"><strong>submit</strong></td> | |
| 967 <td>Add a submit button for the item. | |
| 968 </td></tr> | |
| 969 | |
| 970 </table> | |
| 971 | |
| 972 <h3>Index Views</h3> | |
| 256 | 973 |
| 974 <p>An index view contains two sections: a filter section | |
| 975 and an index section. | |
| 976 The filter section provides some widgets for selecting | |
| 977 which items appear in the index. The index section is | |
| 978 a table of items. | |
| 979 | |
| 257 | 980 <h4>Index View Specifiers</h4> |
| 256 | 981 |
| 257 | 982 <p>An index view specifier (URL fragment) looks like this (whitespace |
| 256 | 983 has been added for clarity): |
| 984 | |
| 985 <blockquote><pre><small | |
| 986 >/issue?status=unread,in-progress,resolved& | |
| 987 topic=security,ui& | |
| 988 :group=+priority& | |
| 989 :sort=-activity& | |
| 990 :filters=status,topic& | |
| 991 :columns=title,status,fixer | |
| 992 </small></pre></blockquote> | |
| 993 | |
| 994 <p>The index view is determined by two parts of the | |
| 995 specifier: the layout part and the filter part. | |
| 996 The layout part consists of the query parameters that | |
| 997 begin with colons, and it determines the way that the | |
| 998 properties of selected nodes are displayed. | |
| 999 The filter part consists of all the other query parameters, | |
| 1000 and it determines the criteria by which nodes | |
| 1001 are selected for display. | |
| 1002 | |
| 1003 <p>The filter part is interactively manipulated with | |
| 1004 the form widgets displayed in the filter section. The | |
| 1005 layout part is interactively manipulated by clicking | |
| 1006 on the column headings in the table. | |
| 1007 | |
| 1008 <p>The filter part selects the <em>union</em> of the | |
| 1009 sets of items with values matching any specified Link | |
| 1010 properties and the <em>intersection</em> of the sets | |
| 1011 of items with values matching any specified Multilink | |
| 1012 properties. | |
| 1013 | |
| 1014 <p>The example specifies an index of "issue" nodes. | |
| 1015 Only items with a "status" of <em>either</em> | |
| 1016 "unread" or "in-progres" or "resolved" are displayed, | |
| 1017 and only items with "topic" values including <em>both</em> | |
| 1018 "security" <em>and</em> "ui" are displayed. The items | |
| 1019 are grouped by priority, arranged in ascending order; | |
| 1020 and within groups, sorted by activity, arranged in | |
| 1021 descending order. The filter section shows filters | |
| 1022 for the "status" and "topic" properties, and the | |
| 1023 table includes columns for the "title", "status", and | |
| 1024 "fixer" properties. | |
| 1025 | |
| 1026 <p>Associated with each item class is a default | |
| 1027 layout specifier. The layout specifier in the above | |
| 1028 example is the default layout to be provided with | |
| 1029 the default bug-tracker schema described above in | |
| 1030 section 4.4. | |
| 1031 | |
| 257 | 1032 <h4>Filter Section</h4> |
| 256 | 1033 |
| 1034 <p>The template for a filter section provides the | |
| 1035 filtering widgets at the top of the index view. | |
| 1036 Fragments enclosed in <tt><property></tt>...<tt></property></tt> | |
| 1037 tags are included or omitted depending on whether the | |
| 1038 view specifier requests a filter for a particular property. | |
| 1039 | |
| 1040 <p>Here's a simple example of a filter template. | |
| 1041 | |
| 1042 <blockquote><pre><small | |
| 1043 ><property name=status> | |
| 1044 <display call="checklist('status')"> | |
| 1045 </property> | |
| 1046 <br> | |
| 1047 <property name=priority> | |
| 1048 <display call="checklist('priority')"> | |
| 1049 </property> | |
| 1050 <br> | |
| 1051 <property name=fixer> | |
| 1052 <display call="menu('fixer')"> | |
| 1053 </property></small></pre></blockquote> | |
| 1054 | |
| 257 | 1055 <p> |
| 1056 The standard index generation code appends a section to the index pages | |
| 1057 which allows selection of the filters - from those which are defined in the | |
| 1058 filter template. | |
| 1059 | |
| 1060 <h4>Index Section</h4> | |
| 256 | 1061 |
| 1062 <p>The template for an index section describes one row of | |
| 1063 the index table. | |
| 1064 Fragments enclosed in <tt><property></tt>...<tt></property></tt> | |
| 1065 tags are included or omitted depending on whether the | |
| 1066 view specifier requests a column for a particular property. | |
| 1067 The table cells should contain <tt><display></tt> tags | |
| 1068 to display the values of the item's properties. | |
| 1069 | |
| 1070 <p>Here's a simple example of an index template. | |
| 1071 | |
| 1072 <blockquote><pre><small | |
| 1073 ><tr> | |
| 1074 <property name=title> | |
| 1075 <td><display call="plain('title', max=50)"></td> | |
| 1076 </property> | |
| 1077 <property name=status> | |
| 1078 <td><display call="plain('status')"></td> | |
| 1079 </property> | |
| 1080 <property name=fixer> | |
| 1081 <td><display call="plain('fixer')"></td> | |
| 1082 </property> | |
| 1083 </tr></small></pre></blockquote> | |
| 1084 | |
| 257 | 1085 <h4>Sorting</h4> |
| 256 | 1086 |
| 1087 <p>String and Date values are sorted in the natural way. | |
| 1088 Link properties are sorted according to the value of the | |
| 1089 "order" property on the linked nodes if it is present; or | |
| 1090 otherwise on the key string of the linked nodes; or | |
| 1091 finally on the node ids. Multilink properties are | |
| 1092 sorted according to how many links are present. | |
| 1093 | |
| 257 | 1094 <h3>Item Views</h3> |
| 256 | 1095 |
| 1096 <p>An item view contains an editor section and a spool section. | |
| 1097 At the top of an item view, links to superseding and superseded | |
| 1098 items are always displayed. | |
| 1099 | |
| 1100 | |
| 1101 | |
| 257 | 1102 <h4>Editor Section</h4> |
| 256 | 1103 |
| 1104 <p>The editor section is generated from a template | |
| 1105 containing <tt><display></tt> tags to insert | |
| 1106 the appropriate widgets for editing properties. | |
| 1107 | |
| 1108 <p>Here's an example of a basic editor template. | |
| 1109 | |
| 1110 <blockquote><pre><small | |
| 1111 ><table> | |
| 1112 <tr> | |
| 1113 <td colspan=2> | |
| 1114 <display call="field('title', size=60)"> | |
| 1115 </td> | |
| 1116 </tr> | |
| 1117 <tr> | |
| 1118 <td> | |
| 1119 <display call="field('fixer', size=30)"> | |
| 1120 </td> | |
| 1121 <td> | |
| 1122 <display call="menu('status')> | |
| 1123 </td> | |
| 1124 </tr> | |
| 1125 <tr> | |
| 1126 <td> | |
| 1127 <display call="field('nosy', size=30)"> | |
| 1128 </td> | |
| 1129 <td> | |
| 1130 <display call="menu('priority')> | |
| 1131 </td> | |
| 1132 </tr> | |
| 1133 <tr> | |
| 1134 <td colspan=2> | |
| 1135 <display call="note()"> | |
| 1136 </td> | |
| 1137 </tr> | |
| 1138 </table> | |
| 1139 </small></pre></blockquote> | |
| 1140 | |
| 1141 <p>As shown in the example, the editor template can also | |
| 1142 request the display of a "note" field, which is a | |
| 1143 text area for entering a note to go along with a change. | |
| 1144 | |
| 1145 <p>When a change is submitted, the system automatically | |
| 1146 generates a message describing the changed properties. | |
| 1147 | |
| 1148 <p>If a note is given in the "note" field, the note is | |
| 1149 appended to the description. The message is then added | |
| 1150 to the item's message spool (thus triggering the standard | |
| 1151 detector to react by sending out this message to the nosy list). | |
| 1152 | |
| 257 | 1153 <p> |
| 1154 The message also displays all of the property values on the | |
| 1155 item and indicates which ones have changed. | |
| 1156 An example of such a message might be this: | |
| 1157 | |
| 1158 <blockquote><pre> | |
| 1159 Polly's taken a turn for the worse - this is now really important! | |
| 1160 ----- | |
| 1161 title: Polly Parrot is dead | |
| 1162 priority: critical | |
| 1163 status: unread -> in-progress | |
| 1164 fixer: terry | |
| 1165 keywords: parrot,plumage,perch,nailed,dead | |
| 1166 </pre></blockquote> | |
| 1167 | |
| 1168 <h4>Spool Section</h4> | |
| 256 | 1169 |
| 1170 <p>The spool section lists messages in the item's "messages" | |
| 1171 property. The index of messages displays the "date", "author", | |
| 1172 and "summary" properties on the message nodes, and selecting a | |
| 1173 message takes you to its content. | |
|
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1174 |
| 257 | 1175 <p>The <property> tag used in the index may also be used here - |
| 1176 it checks to see if the nominated Multilink property has any entries. | |
| 1177 This can be used to eliminate sections of the spool section if the | |
| 1178 property has no entries. | |
| 1179 | |
| 1180 <blockquote><pre> | |
| 1181 <property name="files"> | |
| 1182 <tr class="strong-header"> | |
| 1183 <td><b>Files</b></td> | |
| 1184 </tr> | |
| 1185 | |
| 1186 <tr> | |
| 1187 <td><display call="list('files')"></td> | |
| 1188 </tr> | |
| 1189 </property> | |
| 1190 </pre></blockquote> | |
| 1191 | |
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1192 <p><hr> |
| 256 | 1193 <h1><a name="ack">Acknowledgements</a></h1> |
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1194 |
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1195 Go Ping, you rock! Also, go Bizar Software for letting me implement this |
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1196 system on their time. |
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1197 |
| 254 | 1198 <p> </p> |
| 1199 <hr> | |
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1200 $Id: index.html,v 1.21 2001-12-13 00:20:01 richard Exp $ |
| 254 | 1201 <p> </p> |
| 1202 | |
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1203 </body></html> |
| 254 | 1204 |
