Mercurial > p > roundup > code
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| author | John Rouillard <rouilj@ieee.org> |
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| date | Tue, 16 May 2023 01:26:21 -0400 |
| parents | f3c9ba5db30b |
| children | 0cb4541bad71 |
| rev | line source |
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1 .. meta:: |
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2 :description: |
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3 Reference for the internals of Roundup. Includes background |
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4 information for cookbook and how-to examples. |
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5 Reference for the design and internals needed to understand |
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6 and extend the examples to meet new needs. |
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7 |
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8 :tocdepth: 2 |
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9 |
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10 ================= |
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11 Roundup Reference |
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12 ================= |
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13 |
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14 .. This document borrows from the ZopeBook section on ZPT. The original is at: |
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15 http://www.zope.org/Documentation/Books/ZopeBook/current/ZPT.stx |
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16 |
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17 .. contents:: |
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18 :depth: 2 |
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19 :local: |
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20 |
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21 Welcome |
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22 ======= |
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23 |
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24 This document used to be part of the `customization document`_. The |
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25 customization document was getting large and unwieldy. It was a |
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26 combination of examples and internal information that made finding |
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27 information difficult. We often had questions on the mailing list that |
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28 were well answered in the customization document, but finding the info |
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29 was difficult. |
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30 |
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31 The documentation is slowly being reorganized using the `Diataxis |
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32 framework`_. Help with the reorganization is welcome. |
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33 |
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34 This is the document you should look at for background on a tutorial |
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35 or how-to guide in the customization document. |
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36 |
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37 .. _customization document: customizing.html |
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38 .. _diataxis framework: https://diataxis.fr/ |
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39 |
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40 Trackers in a Nutshell |
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41 ====================== |
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42 |
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43 Trackers have the following structure: |
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44 |
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45 .. index:: |
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46 single: tracker; structure db directory |
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47 single: tracker; structure detectors directory |
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48 single: tracker; structure extensions directory |
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49 single: tracker; structure html directory |
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50 single: tracker; structure html directory |
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51 single: tracker; structure lib directory |
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52 |
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53 =================== ======================================================== |
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54 Tracker File Description |
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55 =================== ======================================================== |
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56 config.ini Holds the basic `tracker configuration`_ |
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57 schema.py Holds the `tracker schema`_ |
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58 initial_data.py Holds any data to be entered into the database when the |
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59 tracker is initialised (optional) |
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60 interfaces.py Allows `modifying the core of Roundup`_ (optional) |
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61 db/ Holds the tracker's database |
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62 db/files/ Holds the tracker's upload files and messages |
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63 db/backend_name Names the database back-end for the tracker (obsolete). |
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64 Use the ``backend`` setting in the ``[rdbms]`` |
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65 section of ``config.ini`` instead. |
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66 detectors/ `Auditors and reactors`_ for this tracker |
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67 extensions/ Additional `actions`_ and `templating utilities`_ |
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68 html/ Web interface templates, images and style sheets |
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69 lib/ optional common imports for detectors and extensions |
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70 =================== ======================================================== |
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71 |
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72 |
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73 .. index:: config.ini |
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74 .. index:: configuration; see config.ini |
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75 |
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76 Tracker Configuration |
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77 ===================== |
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78 |
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79 The ``config.ini`` located in your tracker home contains the basic |
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80 configuration for the web and e-mail components of Roundup's interfaces. |
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81 |
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82 Changes to the data captured by your tracker is controlled by the `tracker |
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83 schema`_. Some configuration is also performed using permissions - see the |
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84 `security / access controls`_ section. For example, to allow users to |
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85 automatically register through the email interface, you must grant the |
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86 "Anonymous" Role the "Email Access" Permission. |
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87 |
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88 .. index:: |
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89 single: config.ini; sections |
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90 see: configuration; config.ini |
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91 |
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92 The following is taken from the `Python Library Reference`__ (July 18, 2018) |
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93 section "ConfigParser -- Configuration file parser": |
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94 |
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95 The configuration file consists of sections, led by a [section] header |
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96 and followed by name: value entries, with continuations in the style |
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97 of RFC 822 (see section 3.1.1, “LONG HEADER FIELDS”); name=value is |
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98 also accepted. Note that leading whitespace is removed from |
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99 values. The optional values can contain format strings which refer to |
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100 other values in the same section, or values in a special DEFAULT |
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101 section. Additional defaults can be provided on initialization and |
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102 retrieval. Lines beginning with '#' or ';' are ignored and may be |
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103 used to provide comments. |
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104 |
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105 For example:: |
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106 |
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107 [My Section] |
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108 foodir = %(dir)s/whatever |
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109 dir = frob |
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110 |
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111 would resolve the "%(dir)s" to the value of "dir" ("frob" in this case) |
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112 resulting in "foodir" being "frob/whatever". |
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113 |
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114 __ https://docs.python.org/2/library/configparser.html |
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115 |
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116 Example configuration settings are below. This is a partial |
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117 list. Documentation on all the settings is included in the |
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118 ``config.ini`` file. |
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119 |
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120 .. index:: config.ini; sections main |
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121 |
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122 Section **main** |
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123 database -- ``db`` |
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124 Database directory path. The path may be either absolute or relative |
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125 to the directory containig this config file. |
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126 |
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127 templates -- ``html`` |
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128 Path to the HTML templates directory. The path may be either absolute |
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129 or relative to the directory containing this config file. |
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130 |
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131 static_files -- default *blank* |
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132 A list of space separated directory paths (or a single directory). |
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133 These directories hold additional static files available via Web UI. |
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134 These directories may contain sitewide images, CSS stylesheets etc. If |
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135 a '-' is included, the list processing ends and the TEMPLATES |
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136 directory is not searched after the specified directories. If this |
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137 option is not set, all static files are taken from the TEMPLATES |
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138 directory. |
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139 |
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140 admin_email -- ``roundup-admin`` |
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141 Email address that roundup will complain to if it runs into trouble. If |
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142 the email address doesn't contain an ``@`` part, the MAIL_DOMAIN defined |
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143 below is used. |
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144 |
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145 dispatcher_email -- ``roundup-admin`` |
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146 The 'dispatcher' is a role that can get notified of new items to the |
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147 database. It is used by the ERROR_MESSAGES_TO config setting. If the |
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148 email address doesn't contain an ``@`` part, the MAIL_DOMAIN defined |
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149 below is used. |
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150 |
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151 email_from_tag -- default *blank* |
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152 Additional text to include in the "name" part of the From: address used |
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153 in nosy messages. If the sending user is "Foo Bar", the From: line |
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154 is usually: ``"Foo Bar" <issue_tracker@tracker.example>`` |
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155 the EMAIL_FROM_TAG goes inside the "Foo Bar" quotes like so: |
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156 ``"Foo Bar EMAIL_FROM_TAG" <issue_tracker@tracker.example>`` |
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157 |
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158 new_web_user_roles -- ``User`` |
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159 Roles that a user gets when they register with Web User Interface. |
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160 This is a comma-separated list of role names (e.g. ``Admin,User``). |
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161 |
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162 new_email_user_roles -- ``User`` |
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163 Roles that a user gets when they register with Email Gateway. |
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164 This is a comma-separated string of role names (e.g. ``Admin,User``). |
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165 |
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166 error_messages_to -- ``user`` |
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167 Send error message emails to the ``dispatcher``, ``user``, or ``both``? |
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168 The dispatcher is configured using the DISPATCHER_EMAIL setting. |
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169 Allowed values: ``dispatcher``, ``user``, or ``both`` |
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170 |
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171 html_version -- ``html4`` |
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172 HTML version to generate. The templates are ``html4`` by default. |
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173 If you wish to make them xhtml, then you'll need to change this |
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174 var to ``xhtml`` too so all auto-generated HTML is compliant. |
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175 Allowed values: ``html4``, ``xhtml`` |
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176 |
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177 timezone -- ``0`` |
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178 Numeric timezone offset used when users do not choose their own |
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179 in their settings. |
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180 |
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181 instant_registration -- ``yes`` |
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182 Register new users instantly, or require confirmation via |
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183 email? |
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184 Allowed values: ``yes``, ``no`` |
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185 |
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186 email_registration_confirmation -- ``yes`` |
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187 Offer registration confirmation by email or only through the web? |
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188 Allowed values: ``yes``, ``no`` |
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189 |
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190 indexer_stopwords -- default *blank* |
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191 Additional stop-words for the full-text indexer specific to |
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192 your tracker. See the indexer source for the default list of |
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193 stop-words (e.g. ``A,AND,ARE,AS,AT,BE,BUT,BY, ...``). |
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194 |
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195 umask -- ``02`` |
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196 Defines the file creation mode mask. |
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197 |
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198 csv_field_size -- ``131072`` |
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199 Maximum size of a csv-field during import. Roundup's export |
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200 format is a csv (comma separated values) variant. The csv |
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201 reader has a limit on the size of individual fields |
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202 starting with python 2.5. Set this to a higher value if you |
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203 get the error 'Error: field larger than field limit' during |
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204 import. |
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205 |
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206 .. index:: config.ini; sections tracker |
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207 |
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208 Section **tracker** |
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209 name -- ``Roundup issue tracker`` |
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210 A descriptive name for your Roundup instance. |
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211 |
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212 web -- ``http://host.example/demo/`` |
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213 The web address that the tracker is viewable at. |
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214 This will be included in information sent to users of the tracker. |
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215 The URL MUST include the cgi-bin part or anything else |
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216 that is required to get to the home page of the tracker. |
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217 You MUST include a trailing '/' in the URL. |
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218 |
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219 email -- ``issue_tracker`` |
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220 Email address that mail to Roundup should go to. |
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221 |
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222 language -- default *blank* |
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223 Default locale name for this tracker. If this option is not set, the |
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224 language is determined by the environment variable LANGUAGE, LC_ALL, |
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225 LC_MESSAGES, or LANG, in that order of preference. |
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226 |
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227 .. index:: config.ini; sections web |
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228 |
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229 Section **web** |
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230 allow_html_file -- ``no`` |
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231 Setting this option enables Roundup to serve uploaded HTML |
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232 file content *as HTML*. This is a potential security risk |
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233 and is therefore disabled by default. Set to 'yes' if you |
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234 trust *all* users uploading content to your tracker. |
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235 |
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236 http_auth -- ``yes`` |
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237 Whether to use HTTP Basic Authentication, if present. |
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238 Roundup will use either the REMOTE_USER or HTTP_AUTHORIZATION |
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239 variables supplied by your web server (in that order). |
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240 Set this option to 'no' if you do not wish to use HTTP Basic |
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241 Authentication in your web interface. |
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242 |
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243 use_browser_language -- ``yes`` |
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244 Whether to use HTTP Accept-Language, if present. |
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245 Browsers send a language-region preference list. |
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246 It's usually set in the client's browser or in their |
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247 Operating System. |
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248 Set this option to 'no' if you want to ignore it. |
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249 |
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250 debug -- ``no`` |
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251 Setting this option makes Roundup display error tracebacks |
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252 in the user's browser rather than emailing them to the |
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253 tracker admin."), |
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254 |
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255 .. index:: config.ini; sections rdbms |
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256 single: config.ini; database settings |
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257 |
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258 Section **rdbms** |
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259 Settings in this section are used to set the backend and configure |
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260 addition settings needed by RDBMs like SQLite, Postgresql and |
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261 MySQL backends. |
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262 |
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263 .. index:: |
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264 single: postgres; select backend in config.ini |
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265 single: mysql; select backend in config.ini |
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266 single: sqlite; select backend in config.ini |
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267 single: anydbm; select backend in config.ini |
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268 see: database; postgres |
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269 see: database; mysql |
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270 see: database; sqlite |
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271 see: database; anydbm |
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272 |
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273 backend -- set to value by init |
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274 The database backend such as anydbm, sqlite, mysql or postgres. |
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275 |
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276 name -- ``roundup`` |
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277 Name of the database to use. |
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278 |
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279 host -- ``localhost`` |
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280 Database server host. |
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281 |
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282 port -- default *blank* |
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283 TCP port number of the database server. Postgresql usually resides on |
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284 port 5432 (if any), for MySQL default port number is 3306. Leave this |
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285 option empty to use backend default. |
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286 |
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287 user -- ``roundup`` |
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288 Database user name that Roundup should use. |
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289 |
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290 password -- ``roundup`` |
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291 Database user password. |
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292 |
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293 read_default_file -- ``~/.my.cnf`` |
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294 Name of the MySQL defaults file. Only used in MySQL connections. |
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295 |
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296 read_default_group -- ``roundup`` |
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297 Name of the group to use in the MySQL defaults file. Only used in |
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298 MySQL connections. |
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299 |
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300 .. index:: |
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301 single: sqlite; lock timeout |
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302 |
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303 sqlite_timeout -- ``30`` |
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304 Number of seconds to wait when the SQLite database is locked. |
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305 Used only for SQLite. |
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306 |
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307 cache_size -- `100` |
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308 Size of the node cache (in elements) used to keep most recently used |
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309 data in memory. |
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310 |
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311 .. index:: config.ini; sections logging |
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312 see: logging; config.ini, sections logging |
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313 |
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314 Section **logging** |
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315 config -- default *blank* |
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316 Path to configuration file for standard Python logging module. If this |
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317 option is set, logging configuration is loaded from specified file; |
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318 options 'filename' and 'level' in this section are ignored. The path may |
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319 be either absolute or relative to the directory containig this config file. |
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320 |
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321 filename -- default *blank* |
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322 Log file name for minimal logging facility built into Roundup. If no file |
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323 name specified, log messages are written on stderr. If above 'config' |
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324 option is set, this option has no effect. The path may be either absolute |
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325 or relative to the directory containig this config file. |
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326 |
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327 level -- ``ERROR`` |
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328 Minimal severity level of messages written to log file. If above 'config' |
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329 option is set, this option has no effect. |
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330 Allowed values: ``DEBUG``, ``INFO``, ``WARNING``, ``ERROR`` |
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331 |
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332 .. index:: config.ini; sections mail |
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333 |
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334 Section **mail** |
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335 Outgoing email options. Used for nosy messages, password reset and |
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336 registration approval requests. |
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337 |
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338 domain -- ``localhost`` |
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339 Domain name used for email addresses. |
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340 |
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341 host -- default *blank* |
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342 SMTP mail host that Roundup will use to send mail |
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343 |
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344 username -- default *blank* |
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345 SMTP login name. Set this if your mail host requires authenticated access. |
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346 If username is not empty, password (below) MUST be set! |
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347 |
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348 password -- default *blank* |
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349 SMTP login password. |
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350 Set this if your mail host requires authenticated access. |
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351 |
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352 port -- default *25* |
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353 SMTP port on mail host. |
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354 Set this if your mail host runs on a different port. |
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355 |
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356 local_hostname -- default *blank* |
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357 The fully qualified domain name (FQDN) to use during SMTP sessions. If left |
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358 blank, the underlying SMTP library will attempt to detect your FQDN. If your |
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359 mail host requires something specific, specify the FQDN to use. |
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360 |
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361 tls -- ``no`` |
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362 If your SMTP mail host provides or requires TLS (Transport Layer Security) |
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363 then you may set this option to 'yes'. |
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364 Allowed values: ``yes``, ``no`` |
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365 |
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366 tls_keyfile -- default *blank* |
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367 If TLS is used, you may set this option to the name of a PEM formatted |
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368 file that contains your private key. The path may be either absolute or |
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369 relative to the directory containig this config file. |
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370 |
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371 tls_certfile -- default *blank* |
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372 If TLS is used, you may set this option to the name of a PEM formatted |
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373 certificate chain file. The path may be either absolute or relative |
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374 to the directory containig this config file. |
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375 |
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376 charset -- utf-8 |
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377 Character set to encode email headers with. We use utf-8 by default, as |
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378 it's the most flexible. Some mail readers (eg. Eudora) can't cope with |
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379 that, so you might need to specify a more limited character set |
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380 (eg. iso-8859-1). |
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381 |
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382 debug -- default *blank* |
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383 Setting this option makes Roundup to write all outgoing email messages |
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384 to this file *instead* of sending them. This option has the same effect |
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385 as environment variable SENDMAILDEBUG. Environment variable takes |
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386 precedence. The path may be either absolute or relative to the directory |
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387 containig this config file. |
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388 |
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389 add_authorinfo -- ``yes`` |
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390 Add a line with author information at top of all messages send by |
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391 Roundup. |
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392 |
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393 add_authoremail -- ``yes`` |
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394 Add the mail address of the author to the author information at the |
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395 top of all messages. If this is false but add_authorinfo is true, |
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396 only the name of the actor is added which protects the mail address |
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397 of the actor from being exposed at mail archives, etc. |
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398 |
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399 .. index:: config.ini; sections mailgw |
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400 single: mailgw; config |
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401 see: mail gateway; mailgw |
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402 |
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403 Section **mailgw** |
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404 Roundup Mail Gateway options |
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405 |
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406 keep_quoted_text -- ``yes`` |
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407 Keep email citations when accepting messages. Setting this to ``no`` strips |
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408 out "quoted" text from the message. Signatures are also stripped. |
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409 Allowed values: ``yes``, ``no`` |
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410 |
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411 leave_body_unchanged -- ``no`` |
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412 Preserve the email body as is - that is, keep the citations *and* |
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413 signatures. |
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414 Allowed values: ``yes``, ``no`` |
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415 |
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416 default_class -- ``issue`` |
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417 Default class to use in the mailgw if one isn't supplied in email subjects. |
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418 To disable, leave the value blank. |
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419 |
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420 language -- default *blank* |
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421 Default locale name for the tracker mail gateway. If this option is |
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422 not set, mail gateway will use the language of the tracker instance. |
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423 |
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424 subject_prefix_parsing -- ``strict`` |
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425 Controls the parsing of the [prefix] on subject lines in incoming emails. |
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426 ``strict`` will return an error to the sender if the [prefix] is not |
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427 recognised. ``loose`` will attempt to parse the [prefix] but just |
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428 pass it through as part of the issue title if not recognised. ``none`` |
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429 will always pass any [prefix] through as part of the issue title. |
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430 |
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431 subject_suffix_parsing -- ``strict`` |
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432 Controls the parsing of the [suffix] on subject lines in incoming emails. |
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433 ``strict`` will return an error to the sender if the [suffix] is not |
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434 recognised. ``loose`` will attempt to parse the [suffix] but just |
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435 pass it through as part of the issue title if not recognised. ``none`` |
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436 will always pass any [suffix] through as part of the issue title. |
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437 |
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438 subject_suffix_delimiters -- ``[]`` |
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439 Defines the brackets used for delimiting the commands suffix in a subject |
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440 line. |
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441 |
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442 subject_content_match -- ``always`` |
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443 Controls matching of the incoming email subject line against issue titles |
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444 in the case where there is no designator [prefix]. ``never`` turns off |
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445 matching. ``creation + interval`` or ``activity + interval`` will match |
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446 an issue for the interval after the issue's creation or last activity. |
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447 The interval is a standard Roundup interval. |
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448 |
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449 subject_updates_title -- ``yes`` |
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450 Update issue title if incoming subject of email is different. |
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451 Setting this to ``no`` will ignore the title part of |
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452 the subject of incoming email messages. |
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453 |
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454 refwd_re -- ``(\s*\W?\s*(fw|fwd|re|aw|sv|ang)\W)+`` |
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455 Regular expression matching a single reply or forward prefix |
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456 prepended by the mailer. This is explicitly stripped from the |
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457 subject during parsing. Value is Python Regular Expression |
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458 (UTF8-encoded). |
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459 |
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460 origmsg_re -- `` ^[>|\s]*-----\s?Original Message\s?-----$`` |
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461 Regular expression matching start of an original message if quoted |
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462 in the body. Value is Python Regular Expression (UTF8-encoded). |
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463 |
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464 sign_re -- ``^[>|\s]*-- ?$`` |
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465 Regular expression matching the start of a signature in the message |
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466 body. Value is Python Regular Expression (UTF8-encoded). |
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467 |
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468 eol_re -- ``[\r\n]+`` |
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469 Regular expression matching end of line. Value is Python Regular |
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470 Expression (UTF8-encoded). |
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471 |
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472 blankline_re -- ``[\r\n]+\s*[\r\n]+`` |
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473 Regular expression matching a blank line. Value is Python Regular |
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474 Expression (UTF8-encoded). |
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475 |
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476 ignore_alternatives -- ``no`` |
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477 When parsing incoming mails, Roundup uses the first |
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478 text/plain part it finds. If this part is inside a |
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479 multipart/alternative, and this option is set, all other |
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480 parts of the multipart/alternative are ignored. The default |
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481 is to keep all parts and attach them to the issue. |
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482 |
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483 .. index:: config.ini; sections php |
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484 |
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485 Section **pgp** |
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486 OpenPGP mail processing options |
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487 |
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488 enable -- ``no`` |
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489 Enable PGP processing. Requires gpg. |
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490 |
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491 roles -- default *blank* |
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492 If specified, a comma-separated list of roles to perform PGP |
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493 processing on. If not specified, it happens for all users. |
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494 |
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495 homedir -- default *blank* |
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496 Location of PGP directory. Defaults to $HOME/.gnupg if not |
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497 specified. |
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498 |
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499 |
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500 .. index:: config.ini; sections nosy |
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501 |
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502 Section **nosy** |
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503 Nosy messages sending |
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504 |
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505 messages_to_author -- ``no`` |
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506 Send nosy messages to the author of the message. |
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507 If ``yes`` is used, then messages are sent to the author |
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508 even if not on the nosy list, same for ``new`` (but only for new messages). |
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509 When set to ``nosy``, the nosy list controls sending messages to the author. |
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510 Allowed values: ``yes``, ``no``, ``new``, ``nosy`` |
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511 |
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512 signature_position -- ``bottom`` |
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513 Where to place the email signature. |
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514 Allowed values: ``top``, ``bottom``, ``none`` |
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515 |
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516 add_author -- ``new`` |
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517 Does the author of a message get placed on the nosy list automatically? |
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518 If ``new`` is used, then the author will only be added when a message |
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519 creates a new issue. If ``yes``, then the author will be added on |
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520 followups too. If ``no``, they're never added to the nosy. |
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521 Allowed values: ``yes``, ``no``, ``new`` |
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522 |
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523 add_recipients -- ``new`` |
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524 Do the recipients (``To:``, ``Cc:``) of a message get placed on the nosy |
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525 list? If ``new`` is used, then the recipients will only be added when a |
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526 message creates a new issue. If ``yes``, then the recipients will be added |
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527 on followups too. If ``no``, they're never added to the nosy. |
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528 Allowed values: ``yes``, ``no``, ``new`` |
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529 |
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530 email_sending -- ``single`` |
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531 Controls the email sending from the nosy reactor. If ``multiple`` then |
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532 a separate email is sent to each recipient. If ``single`` then a single |
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533 email is sent with each recipient as a CC address. |
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534 |
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535 max_attachment_size -- ``2147483647`` |
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536 Attachments larger than the given number of bytes won't be attached |
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537 to nosy mails. They will be replaced by a link to the tracker's |
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538 download page for the file. |
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539 |
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540 |
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541 .. index:: single: roundup-admin; config.ini update |
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542 single: roundup-admin; config.ini create |
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543 single: config.ini; create |
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544 single: config.ini; update |
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545 |
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546 You may generate a new default config file using the ``roundup-admin |
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547 genconfig`` command. You can generate a new config file merging in |
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548 existing settings using the ``roundup-admin updateconfig`` command. |
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549 |
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550 Configuration variables may be referred to in lower or upper case. In code, |
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551 variables not in the "main" section are referred to using their section and |
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552 name, so "domain" in the section "mail" becomes MAIL_DOMAIN. |
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553 |
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554 .. index:: pair: configuration; extensions |
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555 pair: configuration; detectors |
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556 |
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557 Extending the configuration file |
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558 -------------------------------- |
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559 |
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560 You can't add new variables to the config.ini file in the tracker home but |
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561 you can add two new config.ini files: |
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562 |
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563 - a config.ini in the ``extensions`` directory will be loaded and attached |
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564 to the config variable as "ext". |
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565 - a config.ini in the ``detectors`` directory will be loaded and attached |
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566 to the config variable as "detectors". |
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567 |
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568 For example, the following in ``detectors/config.ini``:: |
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569 |
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570 [main] |
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571 qa_recipients = email@example.com |
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572 |
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573 is accessible as:: |
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574 |
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575 db.config.detectors['QA_RECIPIENTS'] |
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576 |
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577 Note that the name grouping applied to the main configuration file is |
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578 applied to the extension config files, so if you instead have:: |
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579 |
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580 [qa] |
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581 recipients = email@example.com |
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582 |
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583 then the above ``db.config.detectors['QA_RECIPIENTS']`` will still work. |
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584 |
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585 Unlike values in the tracker's main ``config.ini``, the values defined |
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586 in these config files are not validated. For example: a setting that |
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587 is supposed to be an integer value (e.g. 4) could be the word |
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588 "foo". If you are writing Python code that uses these settings, you |
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589 should expect to handle invalid values. |
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590 |
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591 Also, incorrect values aren't discovered until the config setting is |
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592 used. This can be long after the tracker is started and the error may |
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593 not be seen in the logs. |
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594 |
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595 It is possible to validate these settings. Validation involves calling |
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596 the ``update_options`` method on the configuration option. This can be |
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597 done from the ``init()`` function in the Python files implementing |
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598 extensions_ or detectors_. |
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599 |
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600 As an example, adding the following to an extension:: |
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601 |
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602 from roundup.configuration import SecretMandatoryOption |
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603 |
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604 def init(instance): |
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605 instance.config.ext.update_option('RECAPTCHA_SECRET', |
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606 SecretMandatoryOption,description="Secret securing reCaptcha.") |
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607 |
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608 similarly for a detector:: |
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609 |
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610 from roundup.configuration import MailAddressOption |
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611 |
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612 def init(db): |
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613 try: |
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614 db.config.detectors.update_option('QA_RECIPIENTS', |
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615 MailAddressOption, |
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616 description="Email used for QA comment followup.") |
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617 except KeyError: |
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618 # COMMENT_EMAIL setting is not found, but it's optional |
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619 # so continue |
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620 pass |
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621 |
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622 will allow reading the secret from a file or append the tracker domain |
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623 to an email address if it does not have a domain. |
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624 |
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625 Running ``roundup-admin -i tracker_home display user1`` will validate |
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626 the settings for both config.ini`s. Otherwise detector options are not |
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627 validated until the first request to the web interface (or email |
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628 gateway). |
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629 |
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630 There are 4 arguments for ``update_option``: |
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631 |
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632 1. config setting name - string (positional, mandatory) |
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633 2. option type - Option derived class from configuration.py |
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634 (positional, mandatory) |
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635 3. default value - string (optional, named default) |
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636 4. description - string (optional, named description) |
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637 |
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638 The first argument is the config setting name as described at the |
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639 beginning of this section. |
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640 |
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641 The second argument is a class in the roundup.configuration module. |
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642 There are a number of these classes: BooleanOption, |
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643 IntegerNumberOption, RegExpOption.... Please see the configuration |
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644 module for all Option validators and their descriptions. You can also |
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645 define your own custom validator in `interfaces.py`_. |
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646 |
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647 The third and fourth arguments are strings and are optional. They are |
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648 printed if there is an error and may help the user correct the problem. |
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649 |
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650 .. index:: ! schema |
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651 |
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652 Tracker Schema |
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653 ============== |
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654 |
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655 .. note:: |
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656 if you modify the schema, you'll most likely need to edit the |
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657 `web interface`_ HTML template files and `detectors`_ to reflect |
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658 your changes. |
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659 |
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660 A tracker schema defines what data is stored in the tracker's database. |
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661 Schemas are defined using Python code in the ``schema.py`` module of your |
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662 tracker. |
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663 |
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664 The ``schema.py`` and ``initial_data.py`` modules |
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665 ------------------------------------------------- |
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666 |
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667 The schema.py module is used to define what your tracker looks like |
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668 on the inside, the schema of the tracker. It defines the Classes |
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669 and properties on each class. It also defines the security for |
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670 those Classes. The next few sections describe how schemas work |
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671 and what you can do with them. |
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672 |
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673 The initial_data.py module sets up the initial state of your |
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674 tracker. It’s called exactly once - by the ``roundup-admin initialise`` |
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675 command. See the start of the section on `database content`_ for more |
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676 info about how this works. |
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677 |
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678 .. index:: schema; classic - description of |
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679 |
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680 The "classic" schema |
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681 -------------------- |
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682 |
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683 The "classic" schema looks like this (see section `setkey(property)`_ |
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684 below for the meaning of ``'setkey'`` -- you may also want to look into |
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685 the sections `setlabelprop(property)`_ and `setorderprop(property)`_ for |
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686 specifying (default) labelling and ordering of classes.):: |
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687 |
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688 pri = Class(db, "priority", name=String(), order=String()) |
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689 pri.setkey("name") |
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690 |
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691 stat = Class(db, "status", name=String(), order=String()) |
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692 stat.setkey("name") |
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693 |
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694 keyword = Class(db, "keyword", name=String()) |
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695 keyword.setkey("name") |
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696 |
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697 user = Class(db, "user", username=String(), organisation=String(), |
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698 password=String(), address=String(), realname=String(), |
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699 phone=String(), alternate_addresses=String(), |
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700 queries=Multilink('query'), roles=String(), timezone=String()) |
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701 user.setkey("username") |
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702 |
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703 msg = FileClass(db, "msg", author=Link("user"), summary=String(), |
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704 date=Date(), recipients=Multilink("user"), |
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705 files=Multilink("file"), messageid=String(), inreplyto=String()) |
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706 |
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707 file = FileClass(db, "file", name=String()) |
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708 |
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709 issue = IssueClass(db, "issue", keyword=Multilink("keyword"), |
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710 status=Link("status"), assignedto=Link("user"), |
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711 priority=Link("priority")) |
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712 issue.setkey('title') |
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713 |
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714 .. index:: schema; allowed changes |
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715 |
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716 What you can't do to the schema |
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717 ------------------------------- |
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718 |
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719 You must never: |
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720 |
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721 **Remove the user class** |
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722 This class is the only *required* class in Roundup. |
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723 |
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724 **Remove the "username", "address", "password" or "realname" user properties** |
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725 Various parts of Roundup require these properties. Don't remove them. |
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726 |
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727 **Change the type of a property** |
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728 Property types must *never* be changed - the database simply doesn't take |
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729 this kind of action into account. Note that you can't just remove a |
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730 property and re-add it as a new type either. If you wanted to make the |
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731 assignedto property a Multilink, you'd need to create a new property |
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732 assignedto_list and remove the old assignedto property. |
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733 |
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734 |
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735 What you can do to the schema |
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736 ----------------------------- |
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737 |
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738 Your schema may be changed at any time before or after the tracker has been |
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739 initialised (or used). You may: |
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740 |
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741 **Add new properties to classes, or add whole new classes** |
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742 This is painless and easy to do - there are generally no repercussions |
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743 from adding new information to a tracker's schema. |
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744 |
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745 **Remove properties** |
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746 Removing properties is a little more tricky - you need to make sure that |
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747 the property is no longer used in the `web interface`_ *or* by the |
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748 detectors_. |
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749 |
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750 |
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751 |
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752 Classes and Properties - creating a new information store |
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753 --------------------------------------------------------- |
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754 |
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755 In the tracker above, we've defined 7 classes of information: |
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756 |
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757 priority |
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758 Defines the possible levels of urgency for issues. |
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759 |
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760 status |
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761 Defines the possible states of processing the issue may be in. |
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762 |
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763 keyword |
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764 Initially empty, will hold keywords useful for searching issues. |
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765 |
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766 user |
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767 Initially holding the "admin" user, will eventually have an entry |
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768 for all users using Roundup. |
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769 |
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770 msg |
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771 Initially empty, will hold all e-mail messages sent to or |
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772 generated by Roundup. |
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773 |
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774 file |
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775 Initially empty, will hold all files attached to issues. |
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776 |
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777 issue |
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778 Initially empty, this is where the issue information is stored. |
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779 |
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780 We define the "priority" and "status" classes to allow two things: |
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781 |
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782 1. reduction in the amount of information stored on the issue |
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783 2. more powerful, accurate searching of issues by priority and status |
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784 |
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785 By only requiring a link on the issue (which is stored as a single |
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786 number) we reduce the chance that someone mis-types a priority or |
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787 status - or simply makes a new one up. |
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788 |
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789 Class names are used to access items of that class in the `REST api`_ |
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790 interface. The classic tracker was created before the REST interface |
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791 was added. It uses the single form (i.e. issue and user not issues and |
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792 users) for its classes. Most REST documentation suggests using plural |
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793 forms. However, to make your API consistent, use singular forms for |
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794 classes that you add. |
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795 |
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796 Class and Items |
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797 ~~~~~~~~~~~~~~~ |
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798 |
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799 A Class defines a particular class (or type) of data that will be stored |
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800 in the database. A class comprises one or more properties, which gives |
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801 the information about the class items. |
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802 |
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803 The actual data entered into the database, using ``class.create()``, are |
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804 called items. They have a special immutable property called ``'id'``. We |
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805 sometimes refer to this as the *itemid*. |
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806 |
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807 |
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808 .. index:: schema; property types |
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809 |
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810 Properties |
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811 ~~~~~~~~~~ |
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812 |
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813 A Class is comprised of one or more properties of the following types: |
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814 |
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815 String |
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816 properties are for storing arbitrary-length strings. |
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817 Password |
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818 properties are for storing encoded arbitrary-length strings. |
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819 The default encoding is defined on the ``roundup.password.Password`` |
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820 class. |
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821 Date |
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822 properties store date-and-time stamps. Their values are Timestamp |
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823 objects. |
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824 Interval |
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825 properties store time periods rather than absolute dates. For |
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826 example 2 hours. |
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827 Integer |
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828 properties store integer values. (Number can store real/float values.) |
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829 Number |
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830 properties store numeric values. There is an option to use |
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831 double-precision floating point numbers. |
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832 Boolean |
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833 properties store on/off, yes/no, true/false values. |
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834 Link |
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835 properties refers to a single other item selected from a |
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836 specified class. The class is part of the property; the value is an |
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837 integer, the id of the chosen item. |
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838 Multilink |
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839 properties refer to possibly many items in a specified |
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840 class. The value is a list of integers. |
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841 |
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842 Properties can have additional attributes to change the default |
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843 behaviour: |
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844 |
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845 .. index:: triple: schema; property attributes; required |
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846 triple: schema; property attributes; default_value |
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847 triple: schema; property attributes; quiet |
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848 |
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849 * All properties support the following attributes: |
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850 |
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851 - ``required``: see `design documentation`_. Adds the property to |
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852 the list returned by calling get_required_props for the class. |
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853 - ``default_value``: see `design documentation`_ Sets the default |
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854 value if the property is not set. |
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855 - ``quiet``: see `design documentation`_. Suppresses user visible |
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856 to changes to this property. The property change is not reported: |
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857 |
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858 - in the change feedback/confirmation message in the web |
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859 interface |
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860 - the property change section of the nosy email |
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861 - the web history at the bottom of an item's page |
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862 |
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863 This can be used to store state of the user interface (e.g. the |
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864 names of elements that are collapsed or hidden from the |
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865 user). Making properties that are updated as an indirect result of |
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|
866 a user's change (e.g. updating a blockers property, counting |
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867 number of times an issue was reopened or reassigned etc.) should |
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868 not be displayed to the user as they can be confusing. |
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869 |
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870 .. index:: triple: schema; property attributes; indexme |
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871 |
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872 * String properties can have an ``indexme`` attribute that defines if the |
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873 property should be part of the full text index. The default is 'no' but this |
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874 can be set to 'yes' to allow a property's contents to be in the full |
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875 text index. |
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876 |
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877 .. index:: triple: schema; property attributes; use_double |
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878 |
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879 * Number properties can have a ``use_double`` attribute that, when set |
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880 to ``True``, will use double precision floating point in the database. |
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881 * Link and Multilink properties can have several attributes: |
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882 |
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883 .. index:: triple: schema; property attributes; do_journal |
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|
884 |
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|
885 - ``do_journal``: By default, every change of a link property is |
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|
886 recorded in the item being linked to (or being unlinked). A typical |
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887 use-case for setting ``do_journal='no'`` would be to turn off |
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888 journalling of nosy list, message author and message recipient link |
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889 and unlink events to prevent the journal from clogged with these |
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890 events. |
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|
891 |
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|
892 .. index:: triple: schema; property attributes; try_id_parsing |
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893 |
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894 - ``try_id_parsing`` is turned on by default. If entering a number |
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895 into a Link or Multilink field, Roundup interprets this number as an |
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896 ID of the item to link to. Sometimes items can have numeric names |
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897 (like, e.g., product codes). For these Roundup needs to match the |
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898 numeric name and should never match an ID. In this case you can set |
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899 ``try_id_parsing='no'``. |
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|
900 |
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|
901 .. index:: triple: schema; property attributes; rev_multilink |
|
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|
902 |
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|
903 - The ``rev_multilink`` option takes a property name to be inserted |
|
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|
904 into the linked-to class. This property is a Multilink property that |
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|
905 links back to the current class. The new Multilink is read-only (it |
|
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906 is automatically modified if the Link or Multilink property defining |
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907 it is modified). The new property can be used in normal searches |
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908 using the "filter" method of the Class. This means it can be used |
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909 like other Multilink properties when searching (in an index |
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910 template) or via the REST and XMLRPC APIs. |
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911 |
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912 As a example, suppose you want to group multiple issues into a |
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913 super issue. Each issue can be part of only one super issue. It is |
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914 inefficient to find all of the issues that are part of the |
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915 super issue by searching through all issues in the system looking |
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916 at the part_of link property. To make this more efficient, you |
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917 can declare an issue's part_of property as:: |
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918 |
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919 issue = IssueClass(db, "issue", |
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920 ... |
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921 part_of = Link("issue", rev_multilink="components"), |
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922 ... ) |
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923 |
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924 This automatically creates the ``components`` multilink on the issue |
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925 class. The ``components`` multilink is never explicitly declared in |
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926 the issue class, but it has the same effect as though you had |
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927 declared the class as:: |
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928 |
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929 issue = IssueClass(db, "issue", |
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930 ... |
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931 part_of = Link("issue"), |
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932 components = Multilink("issue"), |
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933 ... ) |
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934 |
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935 Then wrote a detector to update the components property on the |
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|
936 corresponding issue. Writing this detector can be tricky. There is |
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937 one other difference, you can not explicitly set/modify the |
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938 ``components`` multilink. |
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939 |
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940 The effect of setting ``part_of = 3456`` on issue1234 |
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941 automatically adds "1234" to the ``components`` property on |
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942 issue3456. You can search the ``components`` multilink just like a |
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943 regular multilink, but you can't explicitly assign to it. |
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944 Another difference of reverse multilinks to normal multilinks |
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945 is that when a linked node is retired, the node vanishes from the |
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946 multilink, e.g. in the example above, if an issue with ``part_of`` |
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947 set to another issue is retired this issue vanishes from the |
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948 ``components`` multilink of the other issue. |
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949 |
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950 You can also link between different classes. So you can modify |
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951 the issue definition to include:: |
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952 |
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953 issue = IssueClass(db, "issue", |
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954 ... |
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955 assigned_to = Link("user", rev_multilink="responsibleFor"), |
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956 ... ) |
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957 |
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958 This makes it easy to list all issues that the user is responsible |
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959 for (aka assigned_to). |
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960 |
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961 .. index:: triple: schema; property attributes; msg_header_property |
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962 |
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963 - The ``msg_header_property`` is used by the mail gateway when sending |
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964 out messages. When a link or multilink property of an issue changes, |
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965 Roundup creates email headers of the form:: |
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966 |
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967 X-Roundup-issue-prop: value |
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968 |
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969 where ``value`` is the ``name`` property for the linked item(s). |
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970 For example, if you have a multilink for attached_files in your |
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971 issue, you will see a header:: |
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972 |
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973 X-Roundup-issue-attached_files: MySpecialFile.doc, HisResume.txt |
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974 |
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975 when the class for attached files is defined as:: |
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976 |
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977 file = FileClass(db, "file", name=String()) |
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978 |
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979 ``MySpecialFile.doc`` is the name for the file object. |
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980 |
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981 If you have an ``assigned_to`` property in your issue class that |
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982 links to the user class and you want to add a header:: |
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983 |
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984 X-Roundup-issue-assigned_to: ... |
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985 |
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986 so that the mail recipients can filter emails where |
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987 ``X-Roundup-issue-assigned_to: name`` that contains their |
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988 username. The user class is defined as:: |
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989 |
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990 user = Class(db, "user", |
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991 username=String(), |
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992 password=Password(), |
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993 address=String(), |
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994 realname=String(), |
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995 phone=String(), |
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996 organisation=String(), |
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997 alternate_addresses=String(), |
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998 queries=Multilink('query'), |
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999 roles=String(), # comma-separated string of Role names |
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1000 timezone=String()) |
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|
1001 |
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|
1002 Because there is no ``name`` parameter for the user class, there |
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1003 will be no header. However setting:: |
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1004 |
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1005 assigned_to=Link("user", msg_header_property="username") |
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1006 |
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|
1007 will make the mail gateway generate an ``X-Roundup-issue-assigned_to`` |
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1008 using the username property of the linked user. |
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1009 |
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1010 Assume assigned_to for an issue is linked to the user with |
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1011 username=joe_user, setting:: |
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1012 |
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1013 msg_header_property="username" |
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1014 |
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1015 for the assigned_to property will generated message headers of the |
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1016 form:: |
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1017 |
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1018 X-Roundup-issue-assigned_to: joe_user |
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1019 |
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1020 for emails sent on issues where joe_user has been assigned to the issue. |
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1021 |
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1022 If this property is set to the empty string "", it will prevent |
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1023 the header from being generated on outgoing mail. |
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1024 |
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1025 .. index:: triple: schema; class property; creator |
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1026 triple: schema; class property; creation |
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1027 triple: schema; class property; actor |
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1028 triple: schema; class property; activity |
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1029 |
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1030 All Classes automatically have a number of properties by default: |
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1031 |
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1032 *creator* |
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1033 Link to the user that created the item. |
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1034 *creation* |
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1035 Date the item was created. |
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1036 *actor* |
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1037 Link to the user that last modified the item. |
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1038 *activity* |
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1039 Date the item was last modified. |
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1040 |
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1041 |
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1042 .. index:: triple: schema; class property; content |
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1043 triple: schema; class property; type |
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1044 |
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1045 FileClass |
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1046 ~~~~~~~~~ |
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1047 |
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1048 FileClasses save their "content" attribute off in a separate file from |
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1049 the rest of the database. This reduces the number of large entries in |
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1050 the database, which generally makes databases more efficient, and also |
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1051 allows us to use command-line tools to operate on the files. They are |
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1052 stored in the files sub-directory of the ``'db'`` directory in your |
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1053 tracker. FileClasses also have a "type" attribute to store the MIME |
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1054 type of the file. |
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1055 |
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1056 Roundup by default considers the contents of the file immutable. This |
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1057 is to assist in maintaining an accurate record of correspondence. The |
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1058 distributed tracker templates do not enforce this. So if you have |
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1059 access to the Roundup tracker directory, you can edit the files (make |
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1060 sure to preserve mode, owner and group) to remove information (e.g. if |
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1061 somebody includes a password or you need to redact proprietary |
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1062 information). Obviously the journal for the message/file will not |
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1063 report that the file has changed. |
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1064 |
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1065 Best practice is to remove offending material and leave a |
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1066 placeholder. E.G. replace a password with the text:: |
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1067 |
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1068 [password has been deleted 2020-12-02 --myname] |
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1069 |
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1070 If you need to delete an entire file, replace the file contents with:: |
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1071 |
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1072 [file contents deleted due to spam 2020-10-21 --myname] |
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1073 |
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1074 rather than deleting the file. If you actually delete the file Roundup |
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1075 will report an error to the user and email the administrator. If you |
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1076 empty the file, a user downloading the file using the direct URL |
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1077 (e.g. ``tracker/msg22``) may be confused and think something is broken |
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1078 when they receive an empty file. Retiring a file/msg does not prevent |
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1079 access to the file using the direct URL. Retiring an item only removes |
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1080 it when requesting a list of all items in the class. If you are |
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1081 replacing the contents, you probably want to change the content type |
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1082 of the file. E.G. from ``image/jpeg`` to ``text/plain``. You can do |
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1083 this easily through the web interface, or using the ``roundup-admin`` |
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1084 command line interface. |
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1085 |
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1086 You can also change the contents of a file or message using the REST |
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1087 interface. Note that this will NOT result in an entry in the journal, |
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1088 so again it allows a silent change. To do this you need to make two |
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1089 rest requests. An example using curl is:: |
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1090 |
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1091 $ curl -u demo:demo -s |
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1092 -H "X-requested-with: rest" \ |
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1093 -H "Referer: https://tracker.example.com/demo/" \ |
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1094 -X GET \ |
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1095 https://tracker.example.com/demo/rest/data/file/30/content |
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1096 { |
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1097 "data": { |
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1098 "id": "30", |
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1099 "type": "<class 'str'>", |
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1100 "link": "https://tracker.example.com/demo/rest/data/file/30/content", |
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1101 "data": "hello3", |
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1102 "@etag": "\"3f2f8063dbce5b6bd43567e6f4f3c671\"" |
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1103 } |
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1104 } |
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1105 |
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1106 using the etag, overwrite the content with:: |
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1107 |
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1108 $ curl -u demo:demo -s |
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1109 -H "X-requested-with: rest" \ |
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1110 -H "Referer: https://tracker.example.com/demo/" \ |
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1111 -H 'If-Match: "3f2f8063dbce5b6bd43567e6f4f3c671"' \ |
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1112 -X PUT \ |
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1113 -F "data=@hello" \ |
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1114 https://tracker.example.com/demo/rest/data/file/30/content |
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1115 |
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1116 where ``hello`` is a file on local disk. |
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1117 |
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1118 You can enforce immutability in your tracker by adding an auditor (see |
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1119 detectors_) for the file/msg class that rejects changes to the content |
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1120 property. The auditor could also add a journal entry so that a change |
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1121 via the Roundup mechanism is reported. Using a mixin (see: |
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1122 https://wiki.roundup-tracker.org/MixinClassFileClass) to augment the |
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1123 file class allows for other possibilities including signing the file, or |
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1124 recording a checksum in the database and validating the file contents |
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1125 at the time it gets read. This allows detection of changes done on the |
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1126 filesystem outside of the Roundup mechanism. |
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1127 |
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|
1128 .. index:: triple: schema; class property; messages |
|
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|
1129 triple: schema; class property; files |
|
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|
1130 triple: schema; class property; nosy |
|
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|
1131 triple: schema; class property; superseder |
|
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|
1132 |
|
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|
1133 IssueClass |
|
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|
1134 ~~~~~~~~~~ |
|
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|
1135 |
|
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|
1136 IssueClasses automatically include the "messages", "files", "nosy", and |
|
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|
1137 "superseder" properties. |
|
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|
1138 |
|
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|
1139 The messages and files properties list the links to the messages and |
|
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|
1140 files related to the issue. The nosy property is a list of links to |
|
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|
1141 users who wish to be informed of changes to the issue - they get "CC'ed" |
|
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|
1142 e-mails when messages are sent to or generated by the issue. The nosy |
|
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|
1143 reactor (in the ``'detectors'`` directory) handles this action. The |
|
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1144 superseder link indicates an issue which has superseded this one. |
|
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|
1145 |
|
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|
1146 They also have the dynamically generated "creation", "activity" and |
|
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|
1147 "creator" properties. |
|
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1148 |
|
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1149 The value of the "creation" property is the date when an item was |
|
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1150 created, and the value of the "activity" property is the date when any |
|
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|
1151 property on the item was last edited (equivalently, these are the dates |
|
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|
1152 on the first and last records in the item's journal). The "creator" |
|
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|
1153 property holds a link to the user that created the issue. |
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1154 |
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|
1155 .. index: triple: schema; class method; setkey |
|
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1156 |
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|
1157 setkey(property) |
|
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|
1158 ~~~~~~~~~~~~~~~~ |
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1159 |
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|
1160 .. index:: roundup-admin; setting assignedto on an issue |
|
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1161 |
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1162 Select a String property of the class to be the key property. The key |
|
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|
1163 property must be unique, and allows references to the items in the class |
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1164 by the content of the key property. That is, we can refer to users by |
|
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1165 their username: for example, let's say that there's an issue in Roundup, |
|
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|
1166 issue 23. There's also a user, richard, who happens to be user 2. To |
|
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|
1167 assign an issue to him, we could do either of:: |
|
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|
1168 |
|
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|
1169 roundup-admin set issue23 assignedto=2 |
|
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|
1170 |
|
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|
1171 or:: |
|
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|
1172 |
|
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|
1173 roundup-admin set issue23 assignedto=richard |
|
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1174 |
|
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1175 Note, the same thing can be done in the web and e-mail interfaces. |
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1176 |
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|
1177 .. index: triple: schema; class method; setlabelprop |
|
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1178 |
|
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|
1179 setlabelprop(property) |
|
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|
1180 ~~~~~~~~~~~~~~~~~~~~~~ |
|
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1181 |
|
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|
1182 Select a property of the class to be the label property. The label |
|
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|
1183 property is used whereever an item should be uniquely identified, e.g., |
|
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|
1184 when displaying a link to an item. If setlabelprop is not specified for |
|
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|
1185 a class, the following values are tried for the label: |
|
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|
1186 |
|
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|
1187 * the key of the class (see the `setkey(property)`_ section above) |
|
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|
1188 * the "name" property |
|
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|
1189 * the "title" property |
|
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|
1190 * the first property from the sorted property name list |
|
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|
1191 |
|
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|
1192 So in most cases you can get away without specifying setlabelprop |
|
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|
1193 explicitly. |
|
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|
1194 |
|
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|
1195 You should make sure that users have View access to this property or |
|
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|
1196 the id property for a class. If the property can not be viewed by a |
|
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|
1197 user, looping over items in the class (e.g. messages attached to an |
|
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|
1198 issue) will not work. |
|
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|
1199 |
|
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|
1200 .. index: triple: schema; class method; setorderprop |
|
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|
1201 |
|
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|
1202 setorderprop(property) |
|
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|
1203 ~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
1204 |
|
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|
1205 Select a property of the class to be the order property. The order |
|
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|
1206 property is used whenever using a default sort order for the class, |
|
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|
1207 e.g., when grouping or sorting class A by a link to class B in the user |
|
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|
1208 interface, the order property of class B is used for sorting. If |
|
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|
1209 setorderprop is not specified for a class, the following values are tried |
|
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|
1210 for the order property: |
|
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|
1211 |
|
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|
1212 * the property named "order" |
|
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1213 * the label property (see `setlabelprop(property)`_ above) |
|
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1214 |
|
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1215 So in most cases you can get away without specifying setorderprop |
|
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|
1216 explicitly. |
|
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|
1217 |
|
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|
1218 .. index: triple: schema; class method; create |
|
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|
1219 |
|
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|
1220 create(information) |
|
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|
1221 ~~~~~~~~~~~~~~~~~~~ |
|
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|
1222 |
|
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|
1223 Create an item in the database. This is generally used to create items |
|
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|
1224 in the "definitional" classes like "priority" and "status". |
|
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|
1225 |
|
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|
1226 .. index: schema; item ordering |
|
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|
1227 |
|
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|
1228 A note about ordering |
|
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|
1229 ~~~~~~~~~~~~~~~~~~~~~ |
|
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|
1230 |
|
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|
1231 When we sort items in the hyperdb, we use one of a number of methods, |
|
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1232 depending on the properties being sorted on: |
|
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|
1233 |
|
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|
1234 1. If it's a String, Integer, Number, Date or Interval property, we |
|
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|
1235 just sort the scalar value of the property. Strings are sorted |
|
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|
1236 case-sensitively. |
|
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|
1237 2. If it's a Link property, we sort by either the linked item's "order" |
|
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|
1238 property (if it has one) or the linked item's "id". |
|
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1239 3. Mulitlinks sort similar to #2, but we start with the first Multilink |
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1240 list item, and if they're the same, we sort by the second item, and |
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1241 so on. |
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1242 |
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1243 Note that if an "order" property is defined on a Class that is used for |
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1244 sorting, all items of that Class *must* have a value against the "order" |
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1245 property, or sorting will result in random ordering. |
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1246 |
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1247 |
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1248 Examples of adding to your schema |
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1249 --------------------------------- |
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1250 |
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1251 Some examples are in the :ref:`CustomExamples` section. |
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1252 |
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1253 Also you can start with `Roundup wiki CategorySchema`_ to see a list |
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1254 of additional examples of how schemas can be customised to add new |
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1255 functionality. |
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1256 |
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1257 .. _Roundup wiki CategorySchema: |
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1258 https://wiki.roundup-tracker.org/CategorySchema |
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1259 |
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1260 .. index:: !detectors |
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1261 .. _detectors: |
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1262 .. _Auditors and reactors: |
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1263 |
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1264 Detectors - adding behaviour to your tracker |
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1265 ============================================ |
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1266 |
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1267 Detectors are initialised every time you open your tracker database, so |
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1268 you're free to add and remove them any time, even after the database is |
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1269 initialised via the ``roundup-admin initialise`` command. |
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1270 |
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1271 The detectors in your tracker fire *before* (**auditors**) and *after* |
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1272 (**reactors**) changes to the contents of your database. They are Python |
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1273 modules that sit in your tracker's ``detectors`` directory. You will |
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1274 have some installed by default - have a look. You can write new |
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1275 detectors or modify the existing ones. The existing detectors installed |
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1276 for you are: |
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1277 |
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1278 .. index:: detectors; installed |
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1279 |
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1280 **nosyreaction.py** |
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1281 This provides the automatic nosy list maintenance and email sending. |
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1282 The nosy reactor (``nosyreaction``) fires when new messages are added |
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1283 to issues. The nosy auditor (``updatenosy``) fires when issues are |
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1284 changed, and figures out what changes need to be made to the nosy list |
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1285 (such as adding new authors, etc.) |
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1286 **statusauditor.py** |
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1287 This provides the ``chatty`` auditor which changes the issue status |
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1288 from ``unread`` or ``closed`` to ``chatting`` if new messages appear. |
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1289 It also provides the ``presetunread`` auditor which pre-sets the |
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1290 status to ``unread`` on new items if the status isn't explicitly |
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1291 defined. |
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1292 **messagesummary.py** |
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1293 Generates the ``summary`` property for new messages based on the message |
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1294 content. |
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1295 **userauditor.py** |
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1296 Verifies the content of some of the user fields (email addresses and |
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1297 roles lists). |
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1298 |
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1299 If you don't want this default behaviour, you're completely free to change |
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1300 or remove these detectors. |
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1301 |
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|
1302 See the detectors section in the `design document`__ for details of the |
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1303 interface for detectors. |
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1304 |
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1305 __ design.html |
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1306 |
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1307 |
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1308 .. index:: detectors; writing api |
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1309 |
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1310 Detector API |
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1311 ------------ |
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1312 |
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1313 .. index:: pair: detectors; auditors |
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1314 single: auditors; function signature |
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1315 single: auditors; defining |
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1316 single: auditors; arguments |
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1317 |
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1318 Auditors are called with the arguments:: |
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1319 |
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1320 audit(db, cl, itemid, newdata) |
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1321 |
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1322 where ``db`` is the database, ``cl`` is an instance of Class or |
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1323 IssueClass within the database, and ``newdata`` is a dictionary mapping |
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1324 property names to values. |
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1325 |
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|
1326 For a ``create()`` operation, the ``itemid`` argument is None and |
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1327 newdata contains all of the initial property values with which the item |
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1328 is about to be created. |
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1329 |
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1330 For a ``set()`` operation, newdata contains only the names and values of |
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1331 properties that are about to be changed. |
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1332 |
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1333 For a ``retire()`` or ``restore()`` operation, newdata is None. |
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1334 |
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1335 .. index:: pair: detectors; reactor |
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1336 single: reactors; function signature |
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1337 single: reactors; defining |
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1338 single: reactors; arguments |
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1339 |
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1340 Reactors are called with the arguments:: |
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1341 |
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1342 react(db, cl, itemid, olddata) |
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1343 |
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1344 where ``db`` is the database, ``cl`` is an instance of Class or |
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1345 IssueClass within the database, and ``olddata`` is a dictionary mapping |
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1346 property names to values. |
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1347 |
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|
1348 For a ``create()`` operation, the ``itemid`` argument is the id of the |
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1349 newly-created item and ``olddata`` is None. |
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1350 |
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|
1351 For a ``set()`` operation, ``olddata`` contains the names and previous |
|
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1352 values of properties that were changed. |
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1353 |
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1354 For a ``retire()`` or ``restore()`` operation, ``itemid`` is the id of |
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1355 the retired or restored item and ``olddata`` is None. |
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1356 |
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1357 .. index:: detectors; additional |
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1358 |
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1359 Additional Detectors Ready For Use |
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1360 ---------------------------------- |
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1361 |
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1362 Sample additional detectors that have been found useful will appear in |
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1363 the ``'detectors'`` directory of the Roundup distribution. If you want |
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1364 to use one, copy it to the ``'detectors'`` of your tracker instance: |
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1365 |
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1366 **irker.py** |
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1367 This detector sends notification on IRC through an irker daemon |
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1368 (http://www.catb.org/esr/irker/) when issues are created or messages |
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1369 are added. In order to use it you need to install irker, start the |
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1370 irkerd daemon, and add an ``[irker]`` section in ``detectors/config.ini`` |
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1371 that contains a comma-separated list of channels where the messages should |
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1372 be sent, e.g. ``channels = irc://chat.freenode.net/channelname``. |
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1373 **newissuecopy.py** |
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1374 This detector sends an email to a team address whenever a new issue is |
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1375 created. The address is hard-coded into the detector, so edit it |
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1376 before you use it (look for the text 'team@team.host') or you'll get |
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1377 email errors! |
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1378 **creator_resolution.py** |
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1379 Catch attempts to set the status to "resolved" - if the assignedto |
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1380 user isn't the creator, then set the status to "confirm-done". Note that |
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1381 "classic" Roundup doesn't have that status, so you'll have to add it. If |
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1382 you don't want to though, it'll just use "in-progress" instead. |
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1383 **email_auditor.py** |
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1384 If a file added to an issue is of type message/rfc822, we tack on the |
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1385 extension .eml. |
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1386 The reason for this is that Microsoft Internet Explorer will not open |
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1387 things with a .eml attachment, as they deem it 'unsafe'. Worse yet, |
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1388 they'll just give you an incomprehensible error message. For more |
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1389 information, see the detector code - it has a lengthy explanation. |
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1390 |
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1391 |
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1392 .. index:: auditors; rules for use |
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1393 single: reactors; rules for use |
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1394 |
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1395 Auditor or Reactor? |
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1396 ------------------- |
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1397 |
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1398 Generally speaking, the following rules should be observed: |
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1399 |
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1400 **Auditors** |
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1401 Are used for `vetoing creation of or changes to items`_. They might |
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1402 also make automatic changes to item properties. |
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1403 **Reactors** |
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1404 Detect changes in the database and react accordingly. They should avoid |
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1405 making changes to the database where possible, as this could create |
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1406 detector loops. |
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1407 |
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1408 |
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1409 Vetoing creation of or changes to items |
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1410 --------------------------------------- |
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1411 |
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1412 Auditors may raise the ``Reject`` exception to prevent the creation of |
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1413 or changes to items in the database. The mail gateway, for example, will |
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1414 not attach files or messages to issues when the creation of those files or |
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1415 messages are prevented through the ``Reject`` exception. It'll also not create |
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1416 users if that creation is ``Reject``'ed too. |
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1417 |
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1418 To use, simply add at the top of your auditor:: |
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1419 |
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1420 from roundup.exceptions import Reject |
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1421 |
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1422 And then when your rejection criteria have been detected, simply:: |
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1423 |
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1424 raise Reject('Description of error') |
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1425 |
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1426 Error messages raised with ``Reject`` automatically have any HTML content |
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1427 escaped before being displayed to the user. To display an error message to the |
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1428 user without performing any HTML escaping the ``RejectRaw`` should be used. All |
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1429 security implications should be carefully considering before using |
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1430 ``RejectRaw``. |
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1431 |
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1432 |
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|
1433 Generating email from Roundup |
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1434 ----------------------------- |
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1435 |
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1436 The module ``roundup.mailer`` contains most of the nuts-n-bolts required |
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1437 to generate email messages from Roundup. |
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1438 |
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1439 In addition, the ``IssueClass`` methods ``nosymessage()`` and |
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1440 ``send_message()`` are used to generate nosy messages, and may generate |
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1441 messages which only consist of a change note (ie. the message id parameter |
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1442 is not required - this is referred to as a "System Message" because it |
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1443 comes from "the system" and not a user). |
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1444 |
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1445 |
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1446 .. index:: extensions |
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1447 .. index:: extensions; add python functions to tracker |
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1448 .. _extensions: |
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1449 .. _actions: |
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1450 |
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1451 Extensions - adding capabilities to your tracker |
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1452 ================================================ |
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1453 |
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1454 While detectors_ add new behavior by reacting to changes in tracked |
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|
1455 objects, `extensions` add new actions and utilities to Roundup, which |
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1456 are mostly used to enhance web interface. |
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1457 |
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1458 You can create an extension by creating Python file in your tracker |
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1459 ``extensions`` directory. All files from this dir are loaded when |
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1460 tracker instance is created, at which point it calls ``init(instance)`` |
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1461 from each file supplying itself as a first argument. |
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1462 |
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1463 Note that at this point web interface is not loaded, but extensions still |
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1464 can register actions for in tracker instance. This may be fixed in |
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1465 Roundup 1.6 by introducing ``init_web(client)`` callback or a more |
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1466 flexible extension point mechanism. |
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1467 |
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1468 * ``instance.registerUtil`` is used for adding `templating utilities`_ |
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1469 (see `adding a time log to your issues |
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1470 <customizing.html#adding-a-time-log-to-your-issues-4>`_ for an example) |
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1471 |
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1472 * ``instance.registerAction`` is used to add more actions to instance |
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1473 and to web interface. See `Defining new web actions`_ for details. |
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1474 Generic action can be added by inheriting from ``action.Action`` |
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1475 instead of ``cgi.action.Action``. |
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1476 |
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1477 .. _interfaces.py: |
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1478 .. _modifying the core of Roundup: |
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1479 |
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1480 interfaces.py - hooking into the core of Roundup |
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1481 ================================================ |
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1482 |
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1483 There is a magic trick for hooking into the core of Roundup. Using |
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1484 this you can: |
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1485 |
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1486 * modify class data structures |
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1487 * monkey patch core code to add new functionality |
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1488 * modify the email gateway |
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1489 * add new rest endpoints |
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1490 |
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1491 but with great power comes great responsibility. |
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1492 |
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1493 Interfaces.py has been around since the earliest releases of Roundup |
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1494 and used to be the main way to get a lot of customization done. In |
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1495 modern Roundup, the extensions_ mechanism is used to `add actions |
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1496 <#defining-new-web-actions>`_ and `templating utilities`_. But there are |
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1497 places where interfaces.py is still useful. Note that the tracker |
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1498 directories are not on the Python system path when interfaces.py is |
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1499 evaluated. You need to add library directories explictly by |
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1500 modifying sys.path. |
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1501 |
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1502 See `Changing How the Core Code Works |
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1503 <customizing.html#changing-how-the-core-code-works>`_ for examples. |
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1504 |
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1505 Database Content |
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1506 ================ |
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1507 |
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1508 .. note:: |
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1509 If you modify the content of definitional classes, you will |
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1510 need to edit the tracker `detectors`_ if they reference a value |
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1511 of a definitional class. (E.g. if a detector checks to see if an |
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1512 issue is "open", and you change the "open" definition to be |
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1513 "working".) |
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1514 |
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1515 Customisation of the special "definitional" classes (eg. status, |
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1516 priority, resolution, ...) may be done either before or after the |
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1517 tracker is initialised. The actual method of doing so is completely |
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1518 different in each case though, so be careful to use the right one. |
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1519 |
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1520 **Changing content before tracker initialisation** |
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1521 Edit the initial_data.py module in your tracker to alter the items |
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1522 created using the ``create( ... )`` methods. |
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1523 |
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1524 **Changing content after tracker initialisation** |
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1525 As the "admin" user, click on the "class list" link in the web |
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|
1526 interface to bring up a list of all database classes. Click on the |
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1527 name of the class you wish to change the content of. |
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1528 |
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1529 You may also use the ``roundup-admin`` interface's create, set and |
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1530 retire methods to add, alter or remove items from the classes in |
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1531 question. |
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1532 |
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1533 See "`adding a new field to the classic schema |
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1534 <customizing.html#adding-a-new-field-to-the-classic-schema>`_" for an |
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1535 example that requires database content changes. |
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1536 |
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1537 |
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1538 Security / Access Controls |
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|
1539 ========================== |
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1540 |
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1541 A set of Permissions is built into the security module by default: |
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1542 |
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1543 - Create (everything) |
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1544 - Edit (everything) |
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1545 - Search (everything) (used if View does not permit access) |
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1546 - View (everything) |
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1547 - Register (User class only) |
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1548 |
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1549 These are assigned to the "Admin" Role by default, and allow a user to do |
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1550 anything. Every Class you define in your `tracker schema`_ also gets an |
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1551 Create, Edit and View Permission of its own. The web and email interfaces |
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1552 also define: |
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1553 |
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1554 *Email Access* |
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1555 If defined, the user may use the email interface. Used by default to deny |
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1556 Anonymous users access to the email interface. When granted to the |
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1557 Anonymous user, they will be automatically registered by the email |
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|
1558 interface (see also the ``new_email_user_roles`` configuration option). |
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1559 *Web Access* |
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1560 If defined, the user may use the web interface. All users are able to see |
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1561 the login form, regardless of this setting (thus enabling logging in). |
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1562 *Web Roles* |
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1563 Controls user access to editing the "roles" property of the "user" class. |
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1564 TODO: deprecate in favour of a property-based control. |
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1565 *Rest Access* and *Xmlrpc Access* |
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|
1566 These control access to the Rest and Xmlrpc endpoints. The Admin and User |
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|
1567 roles have these by default in the classic tracker. See the |
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1568 `directions in the rest interface documentation`_ and the |
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1569 `xmlrpc interface documentation`_. |
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1570 |
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|
1571 These are hooked into the default Roles: |
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1572 |
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1573 - Admin (Create, Edit, Search, View and everything; Web Roles) |
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1574 - User (Web Access; Email Access) |
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1575 - Anonymous (Web Access) |
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1576 |
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1577 And finally, the "admin" user gets the "Admin" Role, and the "anonymous" |
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1578 user gets "Anonymous" assigned when the tracker is installed. |
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1579 |
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1580 For the "User" Role, the "classic" tracker defines: |
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1581 |
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1582 - Create, Edit and View issue, file, msg, query, keyword |
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1583 - View priority, status |
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1584 - View user |
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1585 - Edit their own user record |
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1586 |
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1587 And the "Anonymous" Role is defined as: |
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1588 |
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1589 - Web interface access |
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1590 - Register user (for registration) |
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1591 - View issue, file, msg, query, keyword, priority, status |
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1592 |
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1593 Put together, these settings appear in the tracker's ``schema.py`` file:: |
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1594 |
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1595 # |
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1596 # TRACKER SECURITY SETTINGS |
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1597 # |
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1598 # See the configuration and customisation document for information |
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1599 # about security setup. |
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1600 |
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1601 # |
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1602 # REGULAR USERS |
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1603 # |
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1604 # Give the regular users access to the web and email interface |
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1605 db.security.addPermissionToRole('User', 'Web Access') |
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1606 db.security.addPermissionToRole('User', 'Email Access') |
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1607 db.security.addPermissionToRole('User', 'Rest Access') |
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1608 db.security.addPermissionToRole('User', 'Xmlrpc Access') |
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1609 |
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1610 # Assign the access and edit Permissions for issue, file and message |
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1611 # to regular users now |
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1612 for cl in 'issue', 'file', 'msg', 'keyword': |
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1613 db.security.addPermissionToRole('User', 'View', cl) |
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1614 db.security.addPermissionToRole('User', 'Edit', cl) |
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1615 db.security.addPermissionToRole('User', 'Create', cl) |
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1616 for cl in 'priority', 'status': |
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1617 db.security.addPermissionToRole('User', 'View', cl) |
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1618 |
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1619 # May users view other user information? Comment these lines out |
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1620 # if you don't want them to |
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1621 p = db.security.addPermission(name='View', klass='user', |
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1622 properties=('id', 'organisation', 'phone', 'realname', 'timezone', |
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1623 'username')) |
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1624 db.security.addPermissionToRole('User', p) |
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1625 |
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1626 # Users should be able to edit their own details -- this permission is |
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1627 # limited to only the situation where the Viewed or Edited item is their own. |
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1628 def own_record(db, userid, itemid, **ctx): |
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1629 '''Determine whether the userid matches the item being accessed.''' |
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1630 return userid == itemid |
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1631 p = db.security.addPermission(name='View', klass='user', check=own_record, |
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1632 description="User is allowed to view their own user details") |
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|
1633 db.security.addPermissionToRole('User', p) |
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1634 p = db.security.addPermission(name='Edit', klass='user', check=own_record, |
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1635 properties=('username', 'password', 'address', 'realname', 'phone', |
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|
1636 'organisation', 'alternate_addresses', 'queries', 'timezone'), |
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1637 description="User is allowed to edit their own user details") |
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|
1638 db.security.addPermissionToRole('User', p) |
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1639 |
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1640 # Users should be able to edit and view their own queries. They should also |
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1641 # be able to view any marked as not private. They should not be able to |
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|
1642 # edit others' queries, even if they're not private |
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1643 def view_query(db, userid, itemid): |
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1644 private_for = db.query.get(itemid, 'private_for') |
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|
1645 if not private_for: return True |
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1646 return userid == private_for |
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|
1647 def edit_query(db, userid, itemid): |
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1648 return userid == db.query.get(itemid, 'creator') |
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|
1649 p = db.security.addPermission(name='View', klass='query', check=view_query, |
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1650 description="User is allowed to view their own and public queries") |
|
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|
1651 db.security.addPermissionToRole('User', p) |
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1652 p = db.security.addPermission(name='Search', klass='query') |
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|
1653 db.security.addPermissionToRole('User', p) |
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1654 p = db.security.addPermission(name='Edit', klass='query', check=edit_query, |
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1655 description="User is allowed to edit their queries") |
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|
1656 db.security.addPermissionToRole('User', p) |
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1657 p = db.security.addPermission(name='Retire', klass='query', check=edit_query, |
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1658 description="User is allowed to retire their queries") |
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1659 db.security.addPermissionToRole('User', p) |
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1660 p = db.security.addPermission(name='Restore', klass='query', check=edit_query, |
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1661 description="User is allowed to restore their queries") |
|
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1662 db.security.addPermissionToRole('User', p) |
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1663 p = db.security.addPermission(name='Create', klass='query', |
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1664 description="User is allowed to create queries") |
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1665 db.security.addPermissionToRole('User', p) |
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1666 |
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1667 # |
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1668 # ANONYMOUS USER PERMISSIONS |
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1669 # |
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1670 # Let anonymous users access the web interface. Note that almost all |
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1671 # trackers will need this Permission. The only situation where it's not |
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1672 # required is in a tracker that uses an HTTP Basic Authenticated front-end. |
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1673 db.security.addPermissionToRole('Anonymous', 'Web Access') |
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1674 |
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|
1675 # Let anonymous users access the email interface (note that this implies |
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|
1676 # that they will be registered automatically, hence they will need the |
|
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|
1677 # "Create" user Permission below) |
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|
1678 # This is disabled by default to stop spam from auto-registering users on |
|
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|
1679 # public trackers. |
|
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|
1680 #db.security.addPermissionToRole('Anonymous', 'Email Access') |
|
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1681 |
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1682 # Assign the appropriate permissions to the anonymous user's Anonymous |
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1683 # Role. Choices here are: |
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1684 # - Allow anonymous users to register |
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1685 db.security.addPermissionToRole('Anonymous', 'Register', 'user') |
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1686 |
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1687 # Allow anonymous users access to view issues (and the related, linked |
|
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|
1688 # information) |
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|
1689 for cl in 'issue', 'file', 'msg', 'keyword', 'priority', 'status': |
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1690 db.security.addPermissionToRole('Anonymous', 'View', cl) |
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1691 |
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1692 # Allow the anonymous user to use the "Show Unassigned" search. |
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1693 # It acts like "Show Open" if this permission is not available. |
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1694 # If you are running a tracker that does not allow read access for |
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1695 # anonymous, you should remove this entry as it can be used to perform |
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1696 # a username guessing attack against a roundup install. |
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1697 p = db.security.addPermission(name='Search', klass='user') |
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1698 db.security.addPermissionToRole ('Anonymous', p) |
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1699 |
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1700 # [OPTIONAL] |
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1701 # Allow anonymous users access to create or edit "issue" items (and the |
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1702 # related file and message items) |
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1703 #for cl in 'issue', 'file', 'msg': |
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1704 # db.security.addPermissionToRole('Anonymous', 'Create', cl) |
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1705 # db.security.addPermissionToRole('Anonymous', 'Edit', cl) |
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1706 |
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1707 .. index:: |
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1708 single: roundup-admin; view class permissions |
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1709 |
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1710 You can use ``roundup-admin security`` to verify the permissions |
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1711 defined in the schema. It also verifies that properties specified in |
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1712 permissions are valid for the class. This helps detect typos that can |
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1713 cause baffling permission issues. |
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1714 |
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1715 Automatic Permission Checks |
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|
1716 --------------------------- |
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1717 |
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1718 Permissions are automatically checked when information is rendered |
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1719 through the web. This includes: |
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1720 |
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1721 1. View checks for properties when being rendered via the ``plain()`` or |
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1722 similar methods. If the check fails, the text "[hidden]" will be |
|
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1723 displayed. |
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1724 2. Edit checks for properties when the edit field is being rendered via |
|
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1725 the ``field()`` or similar methods. If the check fails, the property |
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1726 will be rendered via the ``plain()`` method (see point 1. for subsequent |
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1727 checking performed) |
|
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|
1728 3. View checks are performed in index pages for each item being displayed |
|
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1729 such that if the user does not have permission, the row is not rendered. |
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1730 4. View checks are performed at the top of item pages for the Item being |
|
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1731 displayed. If the user does not have permission, the text "You are not |
|
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|
1732 allowed to view this page." will be displayed. |
|
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1733 5. View checks are performed at the top of index pages for the Class being |
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|
1734 displayed. If the user does not have permission, the text "You are not |
|
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|
1735 allowed to view this page." will be displayed. |
|
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|
1736 |
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1737 |
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|
1738 New User Roles |
|
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|
1739 -------------- |
|
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1740 |
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|
1741 New users are assigned the Roles defined in the config file as: |
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1742 |
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|
1743 - NEW_WEB_USER_ROLES |
|
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|
1744 - NEW_EMAIL_USER_ROLES |
|
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1745 |
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|
1746 The `users may only edit their issues |
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|
1747 <customizing.html#users-may-only-edit-their-issues>`_ example shows |
|
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|
1748 customisation of these parameters. |
|
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1749 |
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|
1750 |
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|
1751 Changing Access Controls |
|
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|
1752 ------------------------ |
|
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1753 |
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|
1754 You may alter the configuration variables to change the Role that new |
|
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|
1755 web or email users get, for example to not give them access to the web |
|
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|
1756 interface if they register through email. |
|
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|
1757 |
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|
1758 You may use the ``roundup-admin`` "``security``" command to display the |
|
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|
1759 current Role and Permission configuration in your tracker. |
|
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1760 |
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1761 |
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|
1762 Adding a new Permission |
|
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|
1763 ~~~~~~~~~~~~~~~~~~~~~~~ |
|
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1764 |
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|
1765 When adding a new Permission, you will need to: |
|
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1766 |
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|
1767 1. add it to your tracker's ``schema.py`` so it is created, using |
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|
1768 ``security.addPermission``, for example:: |
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1769 |
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|
1770 db.security.addPermission(name="View", klass='frozzle', |
|
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|
1771 description="User is allowed to access frozzles") |
|
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1772 |
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|
1773 will set up a new "View" permission on the Class "frozzle". |
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|
1774 2. enable it for the Roles that should have it (verify with |
|
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|
1775 "``roundup-admin security``") |
|
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|
1776 3. add it to the relevant HTML interface templates |
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|
1777 4. add it to the appropriate xxxPermission methods on in your tracker |
|
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|
1778 interfaces module |
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|
1779 |
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|
1780 The ``addPermission`` method takes a few optional parameters: |
|
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1781 |
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|
1782 **properties** |
|
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|
1783 A sequence of property names that are the only properties to apply the |
|
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|
1784 new Permission to (eg. ``... klass='user', properties=('name', |
|
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|
1785 'email') ...``) |
|
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|
1786 **props_only** |
|
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|
1787 A boolean value (set to false by default) that is a new feature |
|
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|
1788 in Roundup 1.6. |
|
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|
1789 A permission defined using: |
|
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|
1790 |
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|
1791 ``properties=('list', 'of', 'property', 'names')`` |
|
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1792 |
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1793 is used to determine access for things other than just those |
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1794 properties. For example a check for View permission on the issue |
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1795 class or an issue item can use any View permission for the issue |
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1796 class even if that permission has a property list. This can be |
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1797 confusing and surprising as you would think that a permission |
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1798 including properties would be used only for determining the |
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1799 access permission for those properties. |
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1800 |
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1801 ``roundup-admin security`` will report invalid properties for the |
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1802 class. For example a permission with an invalid summary property is |
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1803 presented as:: |
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1804 |
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1805 Allowed to see content of object regardless of spam status |
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1806 (View for "file": ('content', 'summary') only) |
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1807 |
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1808 **Invalid properties for file: ['summary'] |
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1809 |
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1810 Setting ``props_only=True`` will make the permission valid only for |
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1811 those properties. |
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1812 |
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1813 If you use a lot of permissions with property checks, it can be |
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1814 difficult to change all of them. Calling the function: |
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1815 |
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1816 db.security.set_props_only_default(True) |
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1817 |
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1818 at the top of ``schema.py`` will make every permission creation |
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1819 behave as though props_only was set to True. It is expected that the |
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1820 default of True will become the default in a future Roundup release. |
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1821 **check** |
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1822 A function to be executed which returns boolean determining whether |
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1823 the Permission is allowed. If it returns True, the permission is |
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1824 allowed, if it returns False the permission is denied. The function |
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1825 can have one of two signatures:: |
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1826 |
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1827 check(db, userid, itemid) |
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1828 |
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1829 or:: |
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1830 |
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1831 check(db, userid, itemid, **ctx) |
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1832 |
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1833 where ``db`` is a handle on the open database, ``userid`` is |
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1834 the user attempting access and ``itemid`` is the specific item being |
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1835 accessed. If the second form is used the ``ctx`` dictionary is |
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1836 defined with the following values:: |
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1837 |
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1838 ctx['property'] the name of the property being checked or None if |
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1839 it's a class check. |
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1840 |
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1841 ctx['classname'] the name of the class that is being checked |
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1842 (issue, query ....). |
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1843 |
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1844 ctx['permission'] the name of the permission (e.g. View, Edit...). |
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1845 |
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1846 The second form is preferred as it makes it easier to implement more |
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1847 complex permission schemes. An example of the use of ``ctx`` can be |
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1848 found in the ``upgrading.txt`` or `upgrading.html`_ document. |
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1849 |
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1850 .. _`upgrading.html`: upgrading.html |
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1851 |
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1852 Example Scenarios |
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1853 ~~~~~~~~~~~~~~~~~ |
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1854 |
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1855 See the `examples <customizing.html#examples>`_ section for longer |
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1856 examples of customisation. |
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1857 |
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1858 **anonymous access through the e-mail gateway** |
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1859 Give the "anonymous" user the "Email Access", ("Edit", "issue") and |
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1860 ("Create", "msg") Permissions but do not not give them the ("Create", |
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1861 "user") Permission. This means that when an unknown user sends email |
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1862 into the tracker, they're automatically logged in as "anonymous". |
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1863 Since they don't have the ("Create", "user") Permission, they won't |
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1864 be automatically registered, but since "anonymous" has permission to |
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1865 use the gateway, they'll still be able to submit issues. Note that |
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1866 the Sender information - their email address - will not be available |
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1867 - they're *anonymous*. |
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1868 |
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1869 **automatic registration of users in the e-mail gateway** |
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1870 By giving the "anonymous" user the ("Register", "user") Permission, any |
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1871 unidentified user will automatically be registered with the tracker |
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1872 (with no password, so they won't be able to log in through |
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1873 the web until an admin sets their password). By default new Roundup |
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1874 trackers don't allow this as it opens them up to spam. It may be enabled |
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1875 by uncommenting the appropriate addPermissionToRole in your tracker's |
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1876 ``schema.py`` file. The new user is given the Roles list defined in the |
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1877 "new_email_user_roles" config variable. |
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1878 |
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1879 **only developers may be assigned issues** |
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1880 Create a new Permission called "Fixer" for the "issue" class. Create a |
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1881 new Role "Developer" which has that Permission, and assign that to the |
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1882 appropriate users. Filter the list of users available in the assignedto |
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1883 list to include only those users. Enforce the Permission with an |
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1884 auditor. See the example |
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1885 `restricting the list of users that are assignable to a task |
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1886 <customizing.html#restricting-the-list-of-users-that-are-assignable-to-a-task>`_. |
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1887 |
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1888 **only managers may sign off issues as complete** |
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1889 Create a new Permission called "Closer" for the "issue" class. Create a |
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1890 new Role "Manager" which has that Permission, and assign that to the |
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1891 appropriate users. In your web interface, only display the "resolved" |
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1892 issue state option when the user has the "Closer" Permissions. Enforce |
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1893 the Permission with an auditor. This is very similar to the previous |
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1894 example, except that the web interface check would look like:: |
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1895 |
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1896 <option tal:condition="python:request.user.hasPermission('Closer')" |
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1897 value="resolved">Resolved</option> |
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1898 |
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1899 **don't give web access to users who register through email** |
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1900 Create a new Role called "Email User" which has all the Permissions of |
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1901 the normal "User" Role minus the "Web Access" Permission. This will |
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1902 allow users to send in emails to the tracker, but not access the web |
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1903 interface. |
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1904 |
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1905 **let some users edit the details of all users** |
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1906 Create a new Role called "User Admin" which has the Permission for |
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1907 editing users:: |
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1908 |
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1909 db.security.addRole(name='User Admin', description='Managing users') |
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1910 p = db.security.getPermission('Edit', 'user') |
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1911 db.security.addPermissionToRole('User Admin', p) |
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1912 |
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1913 and assign the Role to the users who need the permission. |
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1914 |
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1915 |
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1916 Web Interface |
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1917 ============= |
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1918 |
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1919 .. contents:: |
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1920 :local: |
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1921 |
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1922 The web interface is provided by the ``roundup.cgi.client`` module and |
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1923 is used by ``roundup.cgi``, ``roundup-server`` and ``ZRoundup`` |
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1924 (``ZRoundup`` is broken, until further notice). In all cases, we |
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1925 determine which tracker is being accessed (the first part of the URL |
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1926 path inside the scope of the CGI handler) and pass control on to the |
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1927 ``roundup.cgi.client.Client`` class - which handles the rest of the |
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1928 access through its ``main()`` method. This means that you can do pretty |
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1929 much anything you want as a web interface to your tracker. |
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1930 |
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1931 |
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1932 |
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1933 Repercussions of changing the tracker schema |
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1934 --------------------------------------------- |
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1935 |
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1936 If you choose to change the `tracker schema`_ you will need to ensure |
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1937 the web interface knows about it: |
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1938 |
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1939 1. Index, item and search pages for the relevant classes may need to |
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1940 have properties added or removed, |
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1941 2. The "page" template may require links to be changed, as might the |
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1942 "home" page's content arguments. |
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1943 |
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1944 |
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1945 How requests are processed |
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1946 -------------------------- |
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1947 |
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1948 The basic processing of a web request proceeds as follows: |
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1949 |
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1950 1. figure out who we are, defaulting to the "anonymous" user |
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1951 2. figure out what the request is for - we call this the "context" |
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1952 3. handle any requested action (item edit, search, ...) |
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1953 4. render the template requested by the context, resulting in HTML |
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1954 output |
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1955 |
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1956 In some situations, exceptions occur: |
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1957 |
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1958 - HTTP Redirect (generally raised by an action) |
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1959 - SendFile (generally raised by ``determine_context``) |
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1960 here we serve up a FileClass "content" property |
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1961 - SendStaticFile (generally raised by ``determine_context``) |
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1962 here we serve up a file from the tracker "html" directory |
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1963 - Unauthorised (generally raised by an action) |
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1964 here the action is cancelled, the request is rendered and an error |
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1965 message is displayed indicating that permission was not granted for |
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1966 the action to take place |
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1967 - NotFound (raised wherever it needs to be) |
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1968 this exception percolates up to the CGI interface that called the |
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1969 client |
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1970 |
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1971 |
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1972 Roundup URL design |
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1973 ------------------ |
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1974 |
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1975 Each tracker has several hardcoded URLs. These three are equivalent and |
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1976 lead to the main tracker page: |
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1977 |
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1978 1. ``/`` |
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1979 2. ``/index`` |
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1980 3. ``/home`` |
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1981 |
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1982 The following prefix is used to access static resources: |
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1983 |
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1984 4. ``/@@file/`` |
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1985 |
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1986 Two additional url's are used for the API's. |
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1987 The `REST api`_ is accessed via: |
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1988 |
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1989 5. ``/rest/`` |
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1990 |
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1991 .. _`REST api`: rest.html |
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1992 |
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1993 and the `XMLRPC api`_ is available at: |
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1994 |
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1995 6. ``/xmlrpc`` |
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1996 |
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1997 .. _`XMLRPC api`: xmlrpc.html |
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1998 |
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1999 All other URLs depend on the classes configured in Roundup database. |
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2000 Each class receives two URLs - one for the class itself and another |
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2001 for specific items of that class. Example for class URL: |
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2002 |
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2003 7. ``/issue`` |
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2004 |
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2005 This is usually used to show listings of class items. The URL for |
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2006 for specific object of issue class with id 1 will look like: |
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2007 |
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2008 8. ``/issue1`` |
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2009 |
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2010 .. _strip_zeros: |
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2011 |
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2012 Note that a leading string of 0's will be stripped from the id part of |
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2013 the object designator in the URL. E.G. ``/issue001`` is the same as |
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2014 ``/issue1``. Similarly for ``/file01`` etc. However you should |
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2015 generate URL's without the extra zeros. |
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2016 |
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2017 Determining web context |
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2018 ----------------------- |
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2019 |
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2020 To determine the "context" of a request (what request is for), we look at |
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2021 the URL path after the tracker root and at ``@template`` request |
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2022 parameter. Typical URL paths look like: |
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2023 |
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2024 1. ``/tracker/issue`` |
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2025 2. ``/tracker/issue1`` |
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2026 3. ``/tracker/@@file/style.css`` |
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2027 4. ``/cgi-bin/roundup.cgi/tracker/file1`` |
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2028 5. ``/cgi-bin/roundup.cgi/tracker/file1/kitten.png`` |
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2029 |
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2030 where tracker root is ``/tracker/`` or ``/cgi-bin/roundup.cgi/tracker/`` |
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2031 We're looking at "issue", "issue1", "@@file/style.css", "file1" and |
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2032 "file1/kitten.png" in the cases above. |
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2033 |
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2034 1. with is no path we are in the "home" context. See `the "home" |
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2035 context`_ below for details. "index" or "home" paths may also be used |
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2036 to switch into "home" context. |
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2037 2. for paths starting with "@@file" the additional path entry ("style.css" |
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2038 in the example above) specifies the static file to be served |
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2039 from the tracker TEMPLATES directory (or STATIC_FILES, if configured). |
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2040 This is usually the tracker's "html" directory. Internally this works |
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2041 by raising SendStaticFile exception. |
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2042 3. if there is something in the path (as in example 1, "issue"), it |
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2043 identifies the tracker class to display. |
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2044 4. if the path is an item designator (as in examples 2 and 4, "issue1" |
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2045 and "file1"), then we're to display a specific item. |
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2046 :ref:`Note. <strip_zeros>` |
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2047 5. if the path starts with an item designator and is longer than one |
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2048 entry (as in example 5, "file1/kitten.png"), then we're assumed to be |
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2049 handling an item of a ``FileClass``, and the extra path information |
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2050 gives the filename that the client is going to label the download |
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2051 with (i.e. "file1/kitten.png" is nicer to download than "file1"). |
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2052 This raises a ``SendFile`` exception. |
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2053 |
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2054 Neither 2. or 5. use templates and stop before the template is |
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2055 determined. For other contexts the template used is specified by the |
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2056 ``@template`` variable, which defaults to: |
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2057 |
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2058 - only classname supplied: "index" |
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2059 - full item designator supplied: "item" |
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2060 |
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2061 |
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2062 The "home" Context |
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2063 ------------------ |
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2064 |
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2065 The "home" context is special because it allows you to add templated |
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2066 pages to your tracker that don't rely on a class or item (ie. an issues |
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2067 list or specific issue). |
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2068 |
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2069 Let's say you wish to add frames to control the layout of your tracker's |
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2070 interface. You'd probably have: |
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2071 |
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2072 - A top-level frameset page. This page probably wouldn't be templated, so |
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2073 it could be served as a static file (see `serving static content`_) |
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2074 - A sidebar frame that is templated. Let's call this page |
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2075 "home.navigation.html" in your tracker's "html" directory. To load that |
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2076 page up, you use the URL: |
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2077 |
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2078 <tracker url>/home?@template=navigation |
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2079 |
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2080 |
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2081 Serving static content |
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2082 ---------------------- |
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2083 |
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2084 See the previous section `determining web context`_ where it describes |
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2085 ``@@file`` paths. |
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2086 |
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2087 These files are served without any permission checks. Any user on the |
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2088 internet with the url can download the file. |
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2089 |
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2090 This is rarely an issue since the html templates are just source code |
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2091 and much of it can be found in the Roundup repository. Other |
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2092 decoration (logos, stylesheets) are similarly not security sensitive. |
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2093 You can use the static_files setting in config.ini to eliminate |
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2094 access to the templates directory if desired. |
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2095 |
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2096 If a file resolves to a symbolic link, it is not served. |
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2097 |
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2098 Performing actions in web requests |
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2099 ---------------------------------- |
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2100 |
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2101 When a user requests a web page, they may optionally also request for an |
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2102 action to take place. As described in `how requests are processed`_, the |
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2103 action is performed before the requested page is generated. Actions are |
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2104 triggered by using a ``@action`` CGI variable, where the value is one |
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2105 of: |
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2106 |
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2107 **login** |
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2108 Attempt to log a user in. |
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2109 |
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2110 **logout** |
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2111 Log the user out - make them "anonymous". |
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2112 |
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2113 **register** |
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2114 Attempt to create a new user based on the contents of the form and then |
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2115 log them in. |
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2116 |
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2117 **edit** |
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2118 Perform an edit of an item in the database. There are some `special form |
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2119 variables`_ you may use. Also you can set the ``__redirect_to`` form |
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2120 variable to the URL that should be displayed after the edit is succesfully |
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2121 completed. If you wanted to edit a sequence of issues, users etc. this |
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2122 could be used to display the next item in the sequence to the user. |
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2123 |
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2124 **new** |
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2125 Add a new item to the database. You may use the same `special form |
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2126 variables`_ as in the "edit" action. Also you can set the |
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2127 ``__redirect_to`` form variable to the URL that should be displayed after |
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2128 the new item is created. This is useful if you want to create another |
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2129 item rather than edit the newly created item. |
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2130 |
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|
2131 **retire** |
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2132 Retire the item in the database. |
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2133 |
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2134 **editCSV** |
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2135 Performs an edit of all of a class' items in one go. See also the |
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2136 *class*.csv templating method which generates the CSV data to be |
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2137 edited, and the ``'_generic.index'`` template which uses both of these |
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|
2138 features. |
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2139 |
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2140 **search** |
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2141 Mangle some of the form variables: |
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2142 |
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2143 - Set the form ":filter" variable based on the values of the filter |
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2144 variables - if they're set to anything other than "dontcare" then add |
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2145 them to :filter. |
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2146 |
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2147 - Also handle the ":queryname" variable and save off the query to the |
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2148 user's query list. |
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2149 |
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2150 Each of the actions is implemented by a corresponding ``*XxxAction*`` (where |
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2151 "Xxx" is the name of the action) class in the ``roundup.cgi.actions`` module. |
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2152 These classes are registered with ``roundup.cgi.client.Client``. If you need |
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2153 to define new actions, you may add them there (see `defining new |
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2154 web actions`_). |
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2155 |
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2156 Each action class also has a ``*permission*`` method which determines whether |
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2157 the action is permissible given the current user. The base permission checks |
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2158 for each action are: |
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2159 |
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2160 **login** |
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2161 Determine whether the user has the "Web Access" Permission. |
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2162 **logout** |
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2163 No permission checks are made. |
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2164 **register** |
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2165 Determine whether the user has the ("Create", "user") Permission. |
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2166 **edit** |
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2167 Determine whether the user has permission to edit this item. If we're |
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2168 editing the "user" class, users are allowed to edit their own details - |
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2169 unless they try to edit the "roles" property, which requires the |
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2170 special Permission "Web Roles". |
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2171 **new** |
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2172 Determine whether the user has permission to create this item. No |
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2173 additional property checks are made. Additionally, new user items may |
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2174 be created if the user has the ("Create", "user") Permission. |
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2175 **editCSV** |
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2176 Determine whether the user has permission to edit this class. |
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2177 **search** |
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2178 Determine whether the user has permission to view this class. |
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2179 |
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2180 Protecting users from web application attacks |
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|
2181 --------------------------------------------- |
|
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2182 |
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2183 There is a class of attacks known as Cross Site Request Forgeries |
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|
2184 (CSRF). Malicious code running in the browser can making a |
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|
2185 request to Roundup while you are logged into Roundup. The |
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|
2186 malicious code piggy backs on your existing Roundup session to |
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|
2187 make changes without your knowledge. Roundup 1.6 has support for |
|
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|
2188 defending against this by analyzing the |
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2189 |
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|
2190 * Referer, |
|
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|
2191 * Origin, and |
|
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|
2192 * Host or |
|
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|
2193 * X-Forwarded-Host |
|
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2194 |
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|
2195 HTTP headers. It compares the headers to the value of the web setting |
|
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|
2196 in the [tracker] section of the tracker's ``config.ini``. |
|
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2197 |
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|
2198 Also a per form token (also called a nonce) can be enabled for |
|
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|
2199 the tracker using the ``csrf_enforce_token`` option in |
|
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|
2200 config.ini. When enabled, Roundup will validate a hidden form |
|
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|
2201 field called ``@csrf``. If the validation fails (or the token |
|
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|
2202 is used more than once) the request is rejected. The ``@csrf`` |
|
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2203 input field is added automatically by calling the ``submit`` |
|
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|
2204 function/path. It can also be added manually by calling |
|
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|
2205 anti_csrf_nonce() directly. For example:: |
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2206 |
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|
2207 <input name="@csrf" type="hidden" |
|
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|
2208 tal:attributes="value python:utils.anti_csrf_nonce(lifetime=10)"> |
|
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2209 |
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2210 By default a nonce lifetime is 2 weeks. However the lifetime (in |
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2211 minutes) can be set by passing a lifetime argument as shown |
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|
2212 above. The example above makes the nonce lifetime 10 minutes. |
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2213 |
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|
2214 Search for @csrf in this document for more examples. There are |
|
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|
2215 more examples and information in ``upgrading.txt``. |
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2216 |
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2217 The token protects you because malicious code supplied by another |
|
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|
2218 site is unable to obtain the token. Thus many attempts they make |
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2219 to submit a request are rejected. |
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2220 |
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2221 The protection on the xmlrpc interface is untested, but is based |
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|
2222 on a valid header check against the Roundup url and the presence |
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|
2223 of the ``X-REQUESTED-WITH`` header. Work to improve this is a |
|
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|
2224 future project after the 1.6 release. |
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2225 |
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|
2226 The enforcement levels can be modified in ``config.ini``. Refer to |
|
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|
2227 that file for details. |
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2228 |
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|
2229 Special form variables |
|
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|
2230 ---------------------- |
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2231 |
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|
2232 Item properties and their values are edited with html FORM |
|
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|
2233 variables and their values. You can: |
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2234 |
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|
2235 - Change the value of some property of the current item. |
|
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changeset
|
2236 - Create a new item of any class, and edit the new item's |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2237 properties, |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2238 - Attach newly created items to a multilink property of the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2239 current item. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2240 - Remove items from a multilink property of the current item. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2241 - Specify that some properties are required for the edit |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2242 operation to be successful. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2243 - Redirect to a different page after creating a new item (new action |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2244 only, not edit action). Usually you end up on the page for the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2245 created item. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2246 - Set up user interface locale. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2247 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2248 These operations will only take place if the form action (the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2249 ``@action`` variable) is "edit" or "new". |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2250 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2251 In the following, <bracketed> values are variable, "@" may be |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2252 either ":" or "@", and other text "required" is fixed. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2253 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2254 Two special form variables are used to specify user language preferences: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2255 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2256 ``@language`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2257 value may be locale name or ``none``. If this variable is set to |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2258 locale name, web interface language is changed to given value |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2259 (provided that appropriate translation is available), the value |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2260 is stored in the browser cookie and will be used for all following |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2261 requests. If value is ``none`` the cookie is removed and the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2262 language is changed to the tracker default, set up in the tracker |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2263 configuration or OS environment. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2264 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2265 ``@charset`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2266 value may be character set name or ``none``. Character set name |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2267 is stored in the browser cookie and sets output encoding for all |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2268 HTML pages generated by Roundup. If value is ``none`` the cookie |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2269 is removed and HTML output is reset to Roundup internal encoding |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2270 (UTF-8). |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2271 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2272 Most properties are specified as form variables: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2273 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2274 ``<propname>`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2275 property on the current context item |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2276 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2277 ``<designator>"@"<propname>`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2278 property on the indicated item (for editing related information) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2279 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2280 Designators name a specific item of a class. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2281 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2282 ``<classname><N>`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2283 Name an existing item of class <classname>. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2284 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2285 ``<classname>"-"<N>`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2286 Name the <N>th new item of class <classname>. If the form |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2287 submission is successful, a new item of <classname> is |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2288 created. Within the submitted form, a particular |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2289 designator of this form always refers to the same new |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2290 item. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2291 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2292 Once we have determined the "propname", we look at it to see |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2293 if it's special: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2294 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2295 ``@required`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2296 The associated form value is a comma-separated list of |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2297 property names that must be specified when the form is |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2298 submitted for the edit operation to succeed. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2299 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2300 When the <designator> is missing, the properties are |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2301 for the current context item. When <designator> is |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2302 present, they are for the item specified by |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2303 <designator>. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2304 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2305 The "@required" specifier must come before any of the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2306 properties it refers to are assigned in the form. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2307 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2308 ``@remove@<propname>=id(s)`` or ``@add@<propname>=id(s)`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2309 The "@add@" and "@remove@" edit actions apply only to |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2310 Multilink properties. The form value must be a |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2311 comma-separate list of keys for the class specified by |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2312 the simple form variable. The listed items are added |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2313 to (respectively, removed from) the specified |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2314 property. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2315 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2316 ``@link@<propname>=<designator>`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2317 If the edit action is "@link@", the simple form |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2318 variable must specify a Link or Multilink property. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2319 The form value is a comma-separated list of |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2320 designators. The item corresponding to each |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2321 designator is linked to the property given by simple |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2322 form variable. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2323 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2324 None of the above (ie. just a simple form value) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2325 The value of the form variable is converted |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2326 appropriately, depending on the type of the property. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2327 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2328 For a Link('klass') property, the form value is a |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2329 single key for 'klass', where the key field is |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2330 specified in schema.py. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2331 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2332 For a Multilink('klass') property, the form value is a |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2333 comma-separated list of keys for 'klass', where the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2334 key field is specified in schema.py. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2335 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2336 Note that for simple-form-variables specifiying Link |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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7280
diff
changeset
|
2337 and Multilink properties, the linked-to class must |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2338 have a key field. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2339 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2340 For a String() property specifying a filename, the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2341 file named by the form value is uploaded. This means we |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2342 try to set additional properties "filename" and "type" (if |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2343 they are valid for the class). Otherwise, the property |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2344 is set to the form value. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2345 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2346 For Date(), Interval(), Boolean(), Integer() and Number() |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2347 properties, the form value is converted to the |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
2348 appropriate value. |
|
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2349 |
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|
2350 Any of the form variables may be prefixed with a classname or |
|
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|
2351 designator. |
|
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2352 |
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|
2353 Setting the form variable: ``__redirect_to=`` to a url when |
|
f3c9ba5db30b
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|
2354 @action=new redirects the user to the specified url after successfully |
|
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|
2355 creating the new item. This is useful if you want the user to create |
|
f3c9ba5db30b
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|
2356 another item rather than edit the newly created item. Note that the |
|
f3c9ba5db30b
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|
2357 url assigned to ``__redirect_to`` must be url encoded/quoted and be |
|
f3c9ba5db30b
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|
2358 under the tracker's base url. If the base_url uses http, you can set |
|
f3c9ba5db30b
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|
2359 the url to https. |
|
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2360 |
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|
2361 Two special form values are supported for backwards compatibility: |
|
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2362 |
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|
2363 @note |
|
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|
2364 This is equivalent to:: |
|
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2365 |
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|
2366 @link@messages=msg-1 |
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|
2367 msg-1@content=value |
|
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2368 |
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|
2369 which is equivalent to the html:: |
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2370 |
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2371 <textarea name="msg-1@content"></textarea> |
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2372 <input type="hidden" name="@link@messages" value="msg-1"> |
|
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2373 |
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2374 except that in addition, the "author" and "date" properties of |
|
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2375 "msg-1" are set to the userid of the submitter, and the current |
|
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2376 time, respectively. |
|
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2377 |
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2378 @file |
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|
2379 This is equivalent to:: |
|
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2380 |
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|
2381 @link@files=file-1 |
|
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2382 file-1@content=value |
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2383 |
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2384 by adding the HTML:: |
|
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2385 |
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|
2386 <input type="file" name="file-1@content"> |
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2387 <input type="hidden" name="@link@files" value="file-1"> |
|
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2388 |
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|
2389 The String content value is handled as described above for file |
|
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|
2390 uploads. |
|
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2391 |
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|
2392 If both the "@note" and "@file" form variables are |
|
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|
2393 specified, the action:: |
|
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2394 |
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|
2395 msg-1@link@files=file-1 |
|
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2396 |
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|
2397 is also performed. This would be expressed in HTML with:: |
|
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2398 |
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|
2399 <input type="hidden" name="msg-1@link@files" value="file-1"> |
|
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2400 |
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|
2401 We also check that FileClass items have a "content" property with |
|
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|
2402 actual content, otherwise we remove them from all_props before |
|
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|
2403 returning. |
|
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|
2404 |
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2405 |
|
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|
2406 Default templates |
|
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|
2407 ----------------- |
|
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|
2408 |
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|
2409 The default templates are html4 compliant. If you wish to change them to be |
|
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|
2410 xhtml compliant, you'll need to change the ``html_version`` configuration |
|
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|
2411 variable in ``config.ini`` to ``'xhtml'`` instead of ``'html4'``. |
|
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|
2412 |
|
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|
2413 Most customisation of the web view can be done by modifying the |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
2414 templates in the tracker ``'html'`` directory. There are several types |
|
f3c9ba5db30b
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|
2415 of files in there. The *minimal* template includes: |
|
f3c9ba5db30b
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|
2416 |
|
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|
2417 **page.html** |
|
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|
2418 This template usually defines the overall look of your tracker. When |
|
f3c9ba5db30b
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|
2419 you view an issue, it appears inside this template. When you view an |
|
f3c9ba5db30b
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|
2420 index, it also appears inside this template. This template defines a |
|
f3c9ba5db30b
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|
2421 macro called "icing" which is used by almost all other templates as a |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
2422 coating for their content, using its "content" slot. It also defines |
|
f3c9ba5db30b
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|
2423 the "head_title" and "body_title" slots to allow setting of the page |
|
f3c9ba5db30b
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|
2424 title. |
|
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|
2425 **home.html** |
|
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|
2426 the default page displayed when no other page is indicated by the user |
|
f3c9ba5db30b
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|
2427 **home.classlist.html** |
|
f3c9ba5db30b
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|
2428 a special version of the default page that lists the classes in the |
|
f3c9ba5db30b
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|
2429 tracker |
|
f3c9ba5db30b
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|
2430 **classname.item.html** |
|
f3c9ba5db30b
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|
2431 displays an item of the *classname* class |
|
f3c9ba5db30b
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|
2432 **classname.index.html** |
|
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|
2433 displays a list of *classname* items |
|
f3c9ba5db30b
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|
2434 **classname.search.html** |
|
f3c9ba5db30b
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|
2435 displays a search page for *classname* items |
|
f3c9ba5db30b
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|
2436 **_generic.index.html** |
|
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|
2437 used to display a list of items where there is no |
|
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|
2438 ``*classname*.index`` available |
|
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|
2439 **_generic.help.html** |
|
f3c9ba5db30b
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|
2440 used to display a "class help" page where there is no |
|
f3c9ba5db30b
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|
2441 ``*classname*.help`` |
|
f3c9ba5db30b
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|
2442 **user.register.html** |
|
f3c9ba5db30b
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|
2443 a special page just for the user class, that renders the registration |
|
f3c9ba5db30b
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|
2444 page |
|
f3c9ba5db30b
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|
2445 **style.css** |
|
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|
2446 a static file that is served up as-is |
|
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|
2447 |
|
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|
2448 The *classic* template has a number of additional templates. |
|
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|
2449 |
|
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|
2450 Remember that you can create any template extension you want to, |
|
f3c9ba5db30b
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|
2451 so if you just want to play around with the templating for new issues, |
|
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|
2452 you can copy the current "issue.item" template to "issue.test", and then |
|
f3c9ba5db30b
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|
2453 access the test template using the "@template" URL argument:: |
|
f3c9ba5db30b
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|
2454 |
|
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|
2455 http://your.tracker.example/tracker/issue?@template=test |
|
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|
2456 |
|
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|
2457 and it won't affect your users using the "issue.item" template. |
|
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|
2458 |
|
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changeset
|
2459 You can also put templates into a subdirectory of the template |
|
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|
2460 directory. So if you specify:: |
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2461 |
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2462 http://your.tracker.example/tracker/issue?@template=test/item |
|
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2463 |
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2464 you will use the template at: ``test/issue.item.html``. If that |
|
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2465 template doesn't exit it will try to use |
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2466 ``test/_generic.item.html``. If that template doesn't exist |
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2467 it will return an error. |
|
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2468 |
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2469 Implementing Modal Editing Using @template |
|
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2470 ------------------------------------------ |
|
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2471 |
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2472 Many item templates allow you to edit the item. They contain |
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2473 code that renders edit boxes if the user has edit permissions. |
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2474 Otherwise the template will just display the item information. |
|
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2475 |
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2476 In some cases you want to do a modal edit. The user has to take some |
|
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2477 action (click a button or follow a link) to shift from display mode to |
|
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2478 edit mode. When the changes are submitted, ending the edit mode, |
|
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2479 the user is returned to display mode. |
|
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2480 |
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2481 Modal workflows usually slow things down and are not implemented by |
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2482 default templates. However for some workflows a modal edit is useful. |
|
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2483 For example a batch edit mode that allows the user to edit a number of |
|
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2484 issues all from one form could be implemented as a modal workflow of: |
|
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2485 |
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2486 * search for issues to modify |
|
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2487 * switch to edit mode and change values |
|
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2488 * exit back to the results of the search |
|
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2489 |
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2490 To implement the modal edit, assume you have an issue.edit.html |
|
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|
2491 template that implements an edit form. On the display page (a version |
|
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|
2492 of issue.item.html modified to only display information) add a link |
|
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2493 that calls the display url, but adds ``@template=edit`` to the link. |
|
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2494 |
|
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2495 This will now display the edit page. On the edit page you want to add |
|
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2496 a hidden text field to your form named ``@template`` with the value: |
|
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2497 ``item|edit``. When the form is submitted it is validated. If the |
|
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2498 form is correct the user will see the item rendered using the item |
|
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|
2499 template. If there is an error (validation failed) the item will be |
|
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|
2500 rendered using the edit template. The edit template that is rendered |
|
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|
2501 will display all the changes that the user made to the form before it |
|
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|
2502 was submitted. The user can correct the error and resubmit the changes |
|
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2503 until the form validates. |
|
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2504 |
|
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|
2505 If the form failed to validate but the ``@template`` field had the |
|
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|
2506 value ``item`` the user would still see the error, but all of the data |
|
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|
2507 the user entered would be discarded. The user would have to redo all |
|
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2508 the edits again. |
|
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2509 |
|
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2510 |
|
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|
2511 How the templates work |
|
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|
2512 ---------------------- |
|
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2513 |
|
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2514 |
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|
2515 Templating engines |
|
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|
2516 ~~~~~~~~~~~~~~~~~~ |
|
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2517 |
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|
2518 Since version 1.4.20 Roundup supports two templating engines: |
|
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2519 |
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|
2520 * the original `Template Attribute Language`_ (TAL) engine from Zope |
|
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2521 * the standalone Chameleon templating engine. Chameleon is intended |
|
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|
2522 as a replacement for the original TAL engine, and supports the |
|
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|
2523 same syntax, but they are not 100% compatible. The major (and most |
|
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|
2524 likely the only) incompatibility is the default expression type being |
|
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|
2525 ``python:`` instead of ``path:``. See also "Incompatibilities and |
|
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|
2526 differences" section of `Chameleon documentation`__. |
|
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2527 |
|
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|
2528 Version 1.5.0 added experimental support for the `jinja2`_ templating |
|
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|
2529 language. You must install the `jinja2`_ module in order to use it. The |
|
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|
2530 ``jinja2`` template supplied with Roundup has the templates rewritten |
|
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|
2531 to use ``jinja2`` rather than TAL. A number of trackers are running |
|
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|
2532 using ``jinja2`` templating so it is considered less experimental than |
|
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|
2533 Chameleon templating. |
|
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2534 |
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2535 .. _jinja2: https://palletsprojects.com/p/jinja/ |
|
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2536 |
|
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2537 |
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|
2538 **NOTE1**: For historical reasons, examples given below assumes path |
|
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|
2539 expression as default expression type. With Chameleon you have to manually |
|
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|
2540 resolve the path expressions. A Chameleon-based, z3c.pt, that is fully |
|
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2541 compatible with the old TAL implementation, is planned to be included in a |
|
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|
2542 future release. |
|
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2543 |
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|
2544 **NOTE2**: As of 1.4.20 Chameleon support is highly experimental and **not** |
|
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2545 recommended for production use. |
|
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2546 |
|
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2547 .. _Chameleon: |
|
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2548 https://pypi.org/project/Chameleon/ |
|
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2549 .. _z3c.pt: |
|
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2550 https://pypi.org/project/z3c.pt/ |
|
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2551 __ https://chameleon.readthedocs.io/en/latest/reference.html?highlight=differences#incompatibilities-and-differences |
|
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|
2552 .. _TAL: |
|
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|
2553 .. _Template Attribute Language: |
|
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2554 https://pagetemplates.readthedocs.io/en/latest/history/TALSpecification14.html |
|
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2555 |
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2556 |
|
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|
2557 Basic Templating Actions |
|
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|
2558 ~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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2559 |
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|
2560 Roundup's templates consist of special attributes on the HTML tags. |
|
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|
2561 These attributes form the **Template Attribute Language**, or TAL. |
|
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|
2562 The basic TAL commands are: |
|
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2563 |
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|
2564 **tal:define="variable expression; variable expression; ..."** |
|
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|
2565 Define a new variable that is local to this tag and its contents. For |
|
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|
2566 example:: |
|
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|
2567 |
|
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|
2568 <html tal:define="title request/description"> |
|
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|
2569 <head><title tal:content="title"></title></head> |
|
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2570 </html> |
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2571 |
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|
2572 In this example, the variable "title" is defined as the result of the |
|
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|
2573 expression "request/description". The "tal:content" command inside the |
|
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|
2574 <html> tag may then use the "title" variable. |
|
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2575 |
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|
2576 **tal:condition="expression"** |
|
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|
2577 Only keep this tag and its contents if the expression is true. For |
|
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|
2578 example:: |
|
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2579 |
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|
2580 <p tal:condition="python:request.user.hasPermission('View', 'issue')"> |
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|
2581 Display some issue information. |
|
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|
2582 </p> |
|
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2583 |
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|
2584 In the example, the <p> tag and its contents are only displayed if |
|
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|
2585 the user has the "View" permission for issues. We consider the number |
|
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|
2586 zero, a blank string, an empty list, and the built-in variable |
|
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2587 nothing to be false values. Nearly every other value is true, |
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|
2588 including non-zero numbers, and strings with anything in them (even |
|
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|
2589 spaces!). |
|
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|
2590 |
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|
2591 **tal:repeat="variable expression"** |
|
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|
2592 Repeat this tag and its contents for each element of the sequence |
|
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|
2593 that the expression returns, defining a new local variable and a |
|
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|
2594 special "repeat" variable for each element. For example:: |
|
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2595 |
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|
2596 <tr tal:repeat="u user/list"> |
|
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|
2597 <td tal:content="u/id"></td> |
|
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|
2598 <td tal:content="u/username"></td> |
|
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2599 <td tal:content="u/realname"></td> |
|
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|
2600 </tr> |
|
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2601 |
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|
2602 The example would iterate over the sequence of users returned by |
|
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|
2603 "user/list" and define the local variable "u" for each entry. Using |
|
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|
2604 the repeat command creates a new variable called "repeat" which you |
|
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|
2605 may access to gather information about the iteration. See the section |
|
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|
2606 below on `the repeat variable`_. |
|
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2607 |
|
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|
2608 **tal:replace="expression"** |
|
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|
2609 Replace this tag with the result of the expression. For example:: |
|
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2610 |
|
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|
2611 <span tal:replace="request/user/realname" /> |
|
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2612 |
|
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|
2613 The example would replace the <span> tag and its contents with the |
|
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|
2614 user's realname. If the user's realname was "Bruce", then the |
|
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|
2615 resultant output would be "Bruce". |
|
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2616 |
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|
2617 **tal:content="expression"** |
|
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|
2618 Replace the contents of this tag with the result of the expression. |
|
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|
2619 For example:: |
|
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2620 |
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|
2621 <span tal:content="request/user/realname">user's name appears here |
|
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|
2622 </span> |
|
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2623 |
|
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|
2624 The example would replace the contents of the <span> tag with the |
|
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|
2625 user's realname. If the user's realname was "Bruce" then the |
|
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|
2626 resultant output would be "<span>Bruce</span>". |
|
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2627 |
|
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|
2628 **tal:attributes="attribute expression; attribute expression; ..."** |
|
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|
2629 Set attributes on this tag to the results of expressions. For |
|
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|
2630 example:: |
|
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|
2631 |
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|
2632 <a tal:attributes="href string:user${request/user/id}">My Details</a> |
|
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2633 |
|
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|
2634 In the example, the "href" attribute of the <a> tag is set to the |
|
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|
2635 value of the "string:user${request/user/id}" expression, which will |
|
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|
2636 be something like "user123". |
|
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2637 |
|
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|
2638 **tal:omit-tag="expression"** |
|
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|
2639 Remove this tag (but not its contents) if the expression is true. For |
|
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|
2640 example:: |
|
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2641 |
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|
2642 <span tal:omit-tag="python:1">Hello, world!</span> |
|
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2643 |
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|
2644 would result in output of:: |
|
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|
2645 |
|
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|
2646 Hello, world! |
|
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2647 |
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|
2648 Note that the commands on a given tag are evaulated in the order above, |
|
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|
2649 so *define* comes before *condition*, and so on. |
|
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|
2650 |
|
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|
2651 Additionally, you may include tags such as <tal:block>, which are |
|
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|
2652 removed from output. Its content is kept, but the tag itself is not (so |
|
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|
2653 don't go using any "tal:attributes" commands on it). This is useful for |
|
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|
2654 making arbitrary blocks of HTML conditional or repeatable (very handy |
|
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|
2655 for repeating multiple table rows, which would otherwise require an |
|
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|
2656 illegal tag placement to effect the repeat). |
|
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|
2657 |
|
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|
2658 |
|
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|
2659 Templating Expressions |
|
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|
2660 ~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
2661 |
|
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|
2662 Templating Expressions are covered by `Template Attribute Language |
|
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|
2663 Expression Syntax`_, or TALES. The expressions you may use in the |
|
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|
2664 attribute values may be one of the following forms: |
|
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|
2665 |
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|
2666 **Path Expressions** - eg. ``item/status/checklist`` |
|
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|
2667 These are object attribute / item accesses. Roughly speaking, the |
|
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|
2668 path ``item/status/checklist`` is broken into parts ``item``, |
|
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|
2669 ``status`` and ``checklist``. The ``item`` part is the root of the |
|
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|
2670 expression. We then look for a ``status`` attribute on ``item``, or |
|
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|
2671 failing that, a ``status`` item (as in ``item['status']``). If that |
|
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|
2672 fails, the path expression fails. When we get to the end, the object |
|
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|
2673 we're left with is evaluated to get a string - if it is a method, it |
|
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|
2674 is called; if it is an object, it is stringified. Path expressions |
|
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|
2675 may have an optional ``path:`` prefix, but they are the default |
|
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|
2676 expression type, so it's not necessary. |
|
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|
2677 |
|
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|
2678 If an expression evaluates to ``default``, then the expression is |
|
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|
2679 "cancelled" - whatever HTML already exists in the template will |
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2680 remain (tag content in the case of ``tal:content``, attributes in the |
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2681 case of ``tal:attributes``). |
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2682 |
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2683 If an expression evaluates to ``nothing`` then the target of the |
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2684 expression is removed (tag content in the case of ``tal:content``, |
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2685 attributes in the case of ``tal:attributes`` and the tag itself in |
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|
2686 the case of ``tal:replace``). |
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2687 |
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2688 If an element in the path may not exist, then you can use the ``|`` |
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|
2689 operator in the expression to provide an alternative. So, the |
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2690 expression ``request/form/foo/value | default`` would simply leave |
|
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2691 the current HTML in place if the "foo" form variable doesn't exist. |
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2692 |
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2693 You may use the python function ``path``, as in |
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2694 ``path("item/status")``, to embed path expressions in Python |
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2695 expressions. |
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2696 |
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2697 **String Expressions** - eg. ``string:hello ${user/name}`` |
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2698 These expressions are simple string interpolations - though they can |
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2699 be just plain strings with no interpolation if you want. The |
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2700 expression in the ``${ ... }`` is just a path expression as above. |
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2701 |
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2702 **Python Expressions** - eg. ``python: 1+1`` |
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2703 These expressions give the full power of Python. All the "root level" |
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2704 variables are available, so ``python:item.status.checklist()`` would |
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2705 be equivalent to ``item/status/checklist``, assuming that |
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2706 ``checklist`` is a method. |
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2707 |
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2708 Modifiers: |
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2709 |
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2710 **structure** - eg. ``structure python:msg.content.plain(hyperlink=1)`` |
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2711 The result of expressions are normally *escaped* to be safe for HTML |
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2712 display (all "<", ">" and "&" are turned into special entities). The |
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2713 ``structure`` expression modifier turns off this escaping - the |
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2714 result of the expression is now assumed to be HTML, which is passed |
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2715 to the web browser for rendering. |
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2716 |
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2717 **not:** - eg. ``not:python:1=1`` |
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2718 This simply inverts the logical true/false value of another |
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2719 expression. |
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2720 |
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2721 .. _TALES: |
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2722 .. _Template Attribute Language Expression Syntax: |
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2723 https://pagetemplates.readthedocs.io/en/latest/history/TALESSpecification13.html |
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2724 |
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2725 |
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|
2726 Template Macros |
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2727 ~~~~~~~~~~~~~~~ |
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2728 |
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|
2729 Macros are used in Roundup to save us from repeating the same common |
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2730 page stuctures over and over. The most common (and probably only) macro |
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2731 you'll use is the "icing" macro defined in the "page" template. |
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2732 |
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2733 Macros are generated and used inside your templates using special |
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2734 attributes similar to the `basic templating actions`_. In this case, |
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|
2735 though, the attributes belong to the `Macro Expansion Template |
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|
2736 Attribute Language`_, or METAL. The macro commands are: |
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2737 |
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|
2738 **metal:define-macro="macro name"** |
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2739 Define that the tag and its contents are now a macro that may be |
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2740 inserted into other templates using the *use-macro* command. For |
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2741 example:: |
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2742 |
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|
2743 <html metal:define-macro="page"> |
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|
2744 ... |
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|
2745 </html> |
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2746 |
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2747 defines a macro called "page" using the ``<html>`` tag and its |
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2748 contents. Once defined, macros are stored on the template they're |
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|
2749 defined on in the ``macros`` attribute. You can access them later on |
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|
2750 through the ``templates`` variable, eg. the most common |
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|
2751 ``templates/page/macros/icing`` to access the "page" macro of the |
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|
2752 "page" template. |
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2753 |
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|
2754 **metal:use-macro="path expression"** |
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|
2755 Use a macro, which is identified by the path expression (see above). |
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2756 This will replace the current tag with the identified macro contents. |
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2757 For example:: |
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2758 |
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2759 <tal:block metal:use-macro="templates/page/macros/icing"> |
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2760 ... |
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|
2761 </tal:block> |
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2762 |
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|
2763 will replace the tag and its contents with the "page" macro of the |
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|
2764 "page" template. |
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2765 |
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|
2766 **metal:define-slot="slot name"** and **metal:fill-slot="slot name"** |
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2767 To define *dynamic* parts of the macro, you define "slots" which may |
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2768 be filled when the macro is used with a *use-macro* command. For |
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2769 example, the ``templates/page/macros/icing`` macro defines a slot like |
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|
2770 so:: |
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2771 |
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|
2772 <title metal:define-slot="head_title">title goes here</title> |
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2773 |
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2774 In your *use-macro* command, you may now use a *fill-slot* command |
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2775 like this:: |
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2776 |
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2777 <title metal:fill-slot="head_title">My Title</title> |
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2778 |
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|
2779 where the tag that fills the slot completely replaces the one defined |
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|
2780 as the slot in the macro. |
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2781 |
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|
2782 Note that you may not mix `METAL`_ and `TAL`_ commands on the same tag, but |
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2783 TAL commands may be used freely inside METAL-using tags (so your |
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|
2784 *fill-slots* tags may have all manner of TAL inside them). |
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2785 |
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|
2786 .. _METAL: |
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|
2787 .. _Macro Expansion Template Attribute Language: |
|
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|
2788 https://pagetemplates.readthedocs.io/en/latest/history/TALESSpecification13.html |
|
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2789 |
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2790 Information available to templates |
|
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|
2791 ---------------------------------- |
|
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2792 |
|
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|
2793 This is implemented by ``roundup.cgi.templating.RoundupPageTemplate`` |
|
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|
2794 |
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|
2795 The following variables are available to templates. |
|
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|
2796 |
|
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|
2797 **context** |
|
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|
2798 The current context. This is either None, a `hyperdb class wrapper`_ |
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|
2799 or a `hyperdb item wrapper`_ |
|
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|
2800 |
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|
2801 **request** |
|
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|
2802 Includes information about the current request, including: |
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2803 |
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|
2804 - the current index information (``filterspec``, ``filter`` |
|
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|
2805 args, ``properties``, etc) parsed out of the form. |
|
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|
2806 - methods for easy filterspec link generation |
|
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|
2807 - "form" |
|
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|
2808 The current CGI form information as a mapping of form argument name |
|
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|
2809 to value (specifically a cgi.FieldStorage) |
|
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|
2810 - "env" the CGI environment variables |
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|
2811 - "base" the base URL for this instance |
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2812 - "user" a HTMLItem instance for the current user |
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|
2813 - "language" as determined by the browser or config |
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2814 - "classname" the current classname (possibly None) |
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|
2815 - "template" the current template (suffix, also possibly None) |
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|
2816 **config** |
|
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|
2817 This variable holds all the values defined in the tracker config.ini |
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|
2818 file (eg. TRACKER_NAME, etc.) |
|
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|
2819 **db** |
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|
2820 The current database, used to access arbitrary database items. |
|
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|
2821 **templates** |
|
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|
2822 Access to all the tracker templates by name. Used mainly in |
|
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|
2823 *use-macro* commands. |
|
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|
2824 **utils** |
|
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|
2825 This variable makes available some utility functions like batching. |
|
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|
2826 **nothing** |
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|
2827 This is a special variable - if an expression evaluates to this, then |
|
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2828 the tag (in the case of a ``tal:replace``), its contents (in the case |
|
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|
2829 of ``tal:content``) or some attributes (in the case of |
|
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|
2830 ``tal:attributes``) will not appear in the the output. So, for |
|
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|
2831 example:: |
|
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2832 |
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|
2833 <span tal:attributes="class nothing">Hello, World!</span> |
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2834 |
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|
2835 would result in:: |
|
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2836 |
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2837 <span>Hello, World!</span> |
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2838 |
|
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|
2839 **default** |
|
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2840 Also a special variable - if an expression evaluates to this, then the |
|
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|
2841 existing HTML in the template will not be replaced or removed, it will |
|
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2842 remain. So:: |
|
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2843 |
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|
2844 <span tal:replace="default">Hello, World!</span> |
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2845 |
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|
2846 would result in:: |
|
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2847 |
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2848 <span>Hello, World!</span> |
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2849 |
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|
2850 **true**, **false** |
|
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|
2851 Boolean constants that may be used in `templating expressions`_ |
|
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|
2852 instead of ``python:1`` and ``python:0``. |
|
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|
2853 **i18n** |
|
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|
2854 Internationalization service, providing two string translation methods: |
|
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2855 |
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|
2856 **gettext** (*message*) |
|
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|
2857 Return the localized translation of message |
|
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|
2858 **ngettext** (*singular*, *plural*, *number*) |
|
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|
2859 Like ``gettext()``, but consider plural forms. If a translation |
|
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|
2860 is found, apply the plural formula to *number*, and return the |
|
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|
2861 resulting message (some languages have more than two plural forms). |
|
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|
2862 If no translation is found, return singular if *number* is 1; |
|
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|
2863 return plural otherwise. |
|
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2864 |
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|
2865 The context variable |
|
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|
2866 ~~~~~~~~~~~~~~~~~~~~ |
|
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2867 |
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|
2868 The *context* variable is one of three things based on the current |
|
f3c9ba5db30b
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|
2869 context (see `determining web context`_ for how we figure this out): |
|
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|
2870 |
|
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|
2871 1. if we're looking at a "home" page, then it's None |
|
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|
2872 2. if we're looking at a specific hyperdb class, it's a |
|
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|
2873 `hyperdb class wrapper`_. |
|
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|
2874 3. if we're looking at a specific hyperdb item, it's a |
|
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|
2875 `hyperdb item wrapper`_. |
|
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2876 |
|
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|
2877 If the context is not None, we can access the properties of the class or |
|
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|
2878 item. The only real difference between cases 2 and 3 above are: |
|
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2879 |
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|
2880 1. the properties may have a real value behind them, and this will |
|
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|
2881 appear if the property is displayed through ``context/property`` or |
|
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|
2882 ``context/property/field``. |
|
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|
2883 2. the context's "id" property will be a false value in the second case, |
|
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|
2884 but a real, or true value in the third. Thus we can determine whether |
|
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|
2885 we're looking at a real item from the hyperdb by testing |
|
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|
2886 "context/id". |
|
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|
2887 |
|
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|
2888 Hyperdb class wrapper |
|
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|
2889 ::::::::::::::::::::: |
|
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|
2890 |
|
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|
2891 This is implemented by the ``roundup.cgi.templating.HTMLClass`` |
|
f3c9ba5db30b
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|
2892 class. |
|
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|
2893 |
|
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|
2894 This wrapper object provides access to a hyperdb class. It is used |
|
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|
2895 primarily in both index view and new item views, but it's also usable |
|
f3c9ba5db30b
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|
2896 anywhere else that you wish to access information about a class, or the |
|
f3c9ba5db30b
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|
2897 items of a class, when you don't have a specific item of that class in |
|
f3c9ba5db30b
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|
2898 mind. |
|
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|
2899 |
|
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|
2900 We allow access to properties. There will be no "id" property. The value |
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2901 accessed through the property will be the current value of the same name |
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|
2902 from the CGI form. |
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|
2903 |
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|
2904 There are several methods available on these wrapper objects: |
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2905 |
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|
2906 =========== ============================================================= |
|
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|
2907 Method Description |
|
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|
2908 =========== ============================================================= |
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2909 properties return a `hyperdb property wrapper`_ for all of this class's |
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|
2910 properties that are searchable by the user. You can use |
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|
2911 the argument cansearch=False to get all properties. |
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2912 list lists all of the active (not retired) items in the class. |
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2913 csv return the items of this class as a chunk of CSV text. |
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2914 propnames lists the names of the properties of this class. |
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2915 filter lists of items from this class, filtered and sorted. Two |
|
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2916 options are available for sorting: |
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2917 |
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2918 1. by the current *request* filterspec/filter/sort/group args |
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2919 2. by the "filterspec", "sort" and "group" keyword args. |
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2920 "filterspec" is ``{propname: value(s)}``. "sort" and |
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2921 "group" are an optionally empty list ``[(dir, prop)]`` |
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2922 where dir is '+', '-' or None |
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2923 and prop is a prop name or None. |
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2924 |
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|
2925 The propname in filterspec and prop in a sort/group spec |
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2926 may be transitive, i.e., it may contain properties of |
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|
2927 the form link.link.link.name. |
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2928 |
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2929 eg. All issues with a priority of "1" with messages added in |
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2930 the last week, sorted by activity date: |
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2931 ``issue.filter(filterspec={"priority": "1", |
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|
2932 'messages.creation' : '.-1w;'}, sort=[('activity', '+')])`` |
|
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2933 |
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|
2934 Note that when searching for Link and Multilink values, the |
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2935 special value '-1' searches for empty Link or Multilink |
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2936 values. For both, Links and Multilinks, multiple values |
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2937 given in a filter call are combined with 'OR' by default. |
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2938 For Multilinks a postfix expression syntax using negative ID |
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2939 numbers (as strings) as operators is supported. Each |
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2940 non-negative number (or '-1') is pushed on an operand stack. |
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2941 A negative number pops the required number of arguments from |
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|
2942 the stack, applies the operator, and pushes the result. The |
|
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2943 following operators are supported: |
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2944 |
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2945 - '-2' stands for 'NOT' and takes one argument |
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2946 - '-3' stands for 'AND' and takes two arguments |
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2947 - '-4' stands for 'OR' and takes two arguments |
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2948 |
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2949 Note that this special handling of ID arguments is applied only |
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2950 when a negative number smaller than -1 is encountered as an ID |
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|
2951 in the filter call. Otherwise the implicit OR default |
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|
2952 applies. |
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2953 Examples of using Multilink expressions would be |
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2954 |
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2955 - '1', '2', '-4', '3', '4', '-4', '-3' |
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|
2956 would search for IDs (1 or 2) and (3 or 4) |
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|
2957 - '-1' '-2' would search for all non-empty Multilinks |
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2958 |
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|
2959 filter_sql **Only in SQL backends** |
|
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2960 |
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|
2961 Lists the items that match the SQL provided. The SQL is a |
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|
2962 complete "select" statement. |
|
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2963 |
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|
2964 The SQL select must include the item id as the first column. |
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2965 |
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|
2966 This function **does not** filter out retired items, add |
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|
2967 on a where clause "__retired__ <> 1" if you don't want |
|
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|
2968 retired nodes. |
|
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2969 |
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|
2970 classhelp display a link to a javascript popup containing this class' |
|
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|
2971 "help" template. |
|
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2972 |
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|
2973 This generates a link to a popup window which displays the |
|
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2974 properties indicated by "properties" of the class named by |
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|
2975 "classname". The "properties" should be a comma-separated list |
|
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|
2976 (eg. 'id,name,description'). Properties defaults to all the |
|
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|
2977 properties of a class (excluding id, creator, created and |
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2978 activity). |
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2979 |
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2980 You may optionally override the "label" displayed, the "width", |
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2981 the "height", the number of items per page ("pagesize") and |
|
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|
2982 the field on which the list is sorted ("sort"). |
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2983 |
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2984 With the "filter" arg it is possible to specify a filter for |
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2985 which items are supposed to be displayed. It has to be of |
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|
2986 the format "<field>=<values>;<field>=<values>;...". |
|
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2987 |
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2988 The popup window will be resizable and scrollable. |
|
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2989 |
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|
2990 If the "property" arg is given, it's passed through to the |
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|
2991 javascript help_window function. This allows updating of a |
|
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|
2992 property in the calling HTML page. |
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2993 |
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|
2994 If the "form" arg is given, it's passed through to the |
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|
2995 javascript help_window function - it's the name of the form |
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2996 the "property" belongs to. |
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2997 |
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|
2998 submit generate a submit button (and action and @csrf hidden elements) |
|
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|
2999 renderWith render this class with the given template. |
|
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|
3000 history returns 'New node - no history' :) |
|
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|
3001 is_edit_ok is the user allowed to Edit the current class? |
|
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|
3002 is_view_ok is the user allowed to View the current class? |
|
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|
3003 =========== ============================================================= |
|
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3004 |
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|
3005 Note that if you have a property of the same name as one of the above |
|
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|
3006 methods, you'll need to access it using a python "item access" |
|
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|
3007 expression. For example:: |
|
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3008 |
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|
3009 python:context['list'] |
|
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|
3010 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3011 will access the "list" property, rather than the list method. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3012 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3013 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3014 Hyperdb item wrapper |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3015 :::::::::::::::::::: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3016 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3017 This is implemented by the ``roundup.cgi.templating.HTMLItem`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3018 class. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3019 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3020 This wrapper object provides access to a hyperdb item. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3021 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3022 We allow access to properties. There will be no "id" property. The value |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3023 accessed through the property will be the current value of the same name |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3024 from the CGI form. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3025 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3026 There are several methods available on these wrapper objects: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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changeset
|
3027 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3028 =============== ======================================================== |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3029 Method Description |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3030 =============== ======================================================== |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3031 submit generate a submit button (and action and @csrf hidden elements) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3032 journal return the journal of the current item (**not |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3033 implemented**) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3034 history render the journal of the current item as |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3035 HTML. By default properties marked as "quiet" (see |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3036 `design documentation`_) are not shown unless the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3037 function is called with the showall=True parameter. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3038 Properties that are not Viewable to the user are not |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3039 shown. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3040 renderQueryForm specific to the "query" class - render the search form |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3041 for the query |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3042 hasPermission specific to the "user" class - determine whether the |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3043 user has a Permission. The signature is:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3044 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3045 hasPermission(self, permission, [classname=], |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3046 [property=], [itemid=]) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3047 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3048 where the classname defaults to the current context. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3049 hasRole specific to the "user" class - determine whether the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3050 user has a Role. The signature is:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3051 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3052 hasRole(self, rolename) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3053 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3054 is_edit_ok is the user allowed to Edit the current item? |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3055 is_view_ok is the user allowed to View the current item? |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3056 is_retired is the item retired? |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3057 download_url generate a url-quoted link for download of FileClass |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3058 item contents (ie. file<id>/<name>) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3059 copy_url generate a url-quoted link for creating a copy |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3060 of this item. By default, the copy will acquire |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3061 all properties of the current item except for |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3062 ``messages`` and ``files``. This can be overridden |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3063 by passing ``exclude`` argument which contains a list |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3064 (or any iterable) of property names that shall not be |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3065 copied. Database-driven properties like ``id`` or |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3066 ``activity`` cannot be copied. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3067 =============== ======================================================== |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3068 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3069 Note that if you have a property of the same name as one of the above |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3070 methods, you'll need to access it using a python "item access" |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3071 expression. For example:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3072 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3073 python:context['journal'] |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3074 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3075 will access the "journal" property, rather than the journal method. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3076 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3077 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3078 Hyperdb property wrapper |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3079 :::::::::::::::::::::::: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3080 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3081 This is implemented by subclasses of the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3082 ``roundup.cgi.templating.HTMLProperty`` class (``HTMLStringProperty``, |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3083 ``HTMLNumberProperty``, and so on). |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3084 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3085 This wrapper object provides access to a single property of a class. Its |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3086 value may be either: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3087 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3088 1. if accessed through a `hyperdb item wrapper`_, then it's a value from |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3089 the hyperdb |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3090 2. if access through a `hyperdb class wrapper`_, then it's a value from |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3091 the CGI form |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3092 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3093 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3094 The property wrapper has some useful attributes: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3095 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3096 =============== ======================================================== |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3097 Attribute Description |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3098 =============== ======================================================== |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3099 _name the name of the property |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3100 _value the value of the property if any - this is the actual |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3101 value retrieved from the hyperdb for this property |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3102 =============== ======================================================== |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3103 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3104 There are several methods available on these wrapper objects: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3105 |
|
f3c9ba5db30b
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changeset
|
3106 =========== ================================================================ |
|
f3c9ba5db30b
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changeset
|
3107 Method Description |
|
f3c9ba5db30b
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changeset
|
3108 =========== ================================================================ |
|
f3c9ba5db30b
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changeset
|
3109 plain render a "plain" representation of the property. This method |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3110 may take two arguments: |
|
f3c9ba5db30b
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changeset
|
3111 |
|
f3c9ba5db30b
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changeset
|
3112 escape |
|
f3c9ba5db30b
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diff
changeset
|
3113 If true, escape the text so it is HTML safe (default: no). The |
|
f3c9ba5db30b
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changeset
|
3114 reason this defaults to off is that text is usually escaped |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3115 at a later stage by the TAL commands, unless the "structure" |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
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diff
changeset
|
3116 option is used in the template. The following ``tal:content`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3117 expressions are all equivalent:: |
|
f3c9ba5db30b
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changeset
|
3118 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3119 "structure python:msg.content.plain(escape=1)" |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3120 "python:msg.content.plain()" |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3121 "msg/content/plain" |
|
f3c9ba5db30b
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diff
changeset
|
3122 "msg/content" |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3123 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3124 Usually you'll only want to use the escape option in a |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3125 complex expression. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3126 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3127 hyperlink |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3128 If true, turn URLs, email addresses and hyperdb item |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3129 designators in the text into hyperlinks (default: no). Note |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3130 that you'll need to use the "structure" TAL option if you |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3131 want to use this ``tal:content`` expression:: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3132 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3133 "structure python:msg.content.plain(hyperlink=1)" |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3134 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3135 The text is automatically HTML-escaped before the hyperlinking |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3136 transformation done in the plain() method. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3137 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3138 hyperlinked The same as msg.content.plain(hyperlink=1), but nicer:: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3139 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3140 "structure msg/content/hyperlinked" |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3141 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3142 field render an appropriate form edit field for the property - for |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3143 most types this is a text entry box, but for Booleans it's a |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3144 tri-state yes/no/neither selection. This method may take some |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3145 arguments: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3146 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3147 size |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3148 Sets the width in characters of the edit field |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3149 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3150 format (Date properties only) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3151 Sets the format of the date in the field - uses the same |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3152 format string argument as supplied to the ``pretty`` method |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3153 below. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3154 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3155 popcal (Date properties only) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3156 Include the Javascript-based popup calendar for date |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3157 selection. Defaults to on. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3158 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3159 stext only on String properties - render the value of the property |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3160 as StructuredText (requires the StructureText module to be |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3161 installed separately) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3162 multiline only on String properties - render a multiline form edit |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3163 field for the property |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3164 email only on String properties - render the value of the property |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3165 as an obscured email address |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3166 url_quote only on String properties. It quotes any characters in the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3167 string so it is safe to use in a url. E.G. a space is |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3168 replaced with %20. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3169 confirm only on Password properties - render a second form edit field |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3170 for the property, used for confirmation that the user typed |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3171 the password correctly. Generates a field with name |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3172 "name:confirm". |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3173 now only on Date properties - return the current date as a new |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3174 property |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3175 reldate only on Date properties - render the interval between the date |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3176 and now |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3177 local only on Date properties - return this date as a new property |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3178 with some timezone offset, for example:: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3179 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3180 python:context.creation.local(10) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3181 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3182 will render the date with a +10 hour offset. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3183 pretty Date properties - render the date as "dd Mon YYYY" (eg. "19 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3184 Mar 2004"). Takes an optional format argument, for example:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3185 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3186 python:context.activity.pretty('%Y-%m-%d') |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3187 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3188 Will format as "2004-03-19" instead. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3189 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3190 Interval properties - render the interval in a pretty |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3191 format (eg. "yesterday"). The format arguments are those used |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3192 in the standard ``strftime`` call (see the `Python Library |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3193 Reference: time module`__) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3194 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3195 Number properties - takes a printf style format argument |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3196 (default: '%0.3f') and formats the number accordingly. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3197 If the value can't be converted, '' is returned if the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3198 value is ``None`` otherwise it is converted to a string. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3199 popcal Generate a link to a popup calendar which may be used to |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3200 edit the date field, for example:: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3201 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3202 <span tal:replace="structure context/due/popcal" /> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3203 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3204 you still need to include the ``field`` for the property, so |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3205 typically you'd have:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3206 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3207 <span tal:replace="structure context/due/field" /> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3208 <span tal:replace="structure context/due/popcal" /> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3209 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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7280
diff
changeset
|
3210 menu only on Link and Multilink properties - render a form select |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3211 list for this property. Takes a number of optional arguments |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3212 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3213 size |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3214 is used to limit the length of the list labels |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3215 height |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3216 is used to set the <select> tag's "size" attribute |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3217 showid |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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7280
diff
changeset
|
3218 includes the item ids in the list labels |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3219 additional |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3220 lists properties which should be included in the label |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3221 sort_on |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3222 indicates the property to sort the list on as (direction, |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3223 (direction, property) where direction is '+' or '-'. A |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3224 single string with the direction prepended may be used. |
|
f3c9ba5db30b
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diff
changeset
|
3225 For example: ('-', 'order'), '+name'. |
|
f3c9ba5db30b
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changeset
|
3226 value |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3227 gives a default value to preselect in the menu |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3228 |
|
f3c9ba5db30b
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diff
changeset
|
3229 The remaining keyword arguments are used as conditions for |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3230 filtering the items in the list - they're passed as the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3231 "filterspec" argument to a Class.filter() call. For example:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3232 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3233 <span tal:replace="structure context/status/menu" /> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3234 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3235 <span tal:replace="python:context.status.menu(order='+name", |
|
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|
3236 value='chatting', |
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|
3237 filterspec={'status': '1,2,3,4'}" /> |
|
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|
3238 |
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|
3239 sorted only on Multilink properties - produce a list of the linked |
|
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|
3240 items sorted by some property, for example:: |
|
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|
3241 |
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|
3242 python:context.files.sorted('creation') |
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|
3243 |
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|
3244 Will list the files by upload date. While:: |
|
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|
3245 |
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|
3246 python:context.files.sorted('creation', reverse=True) |
|
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|
3247 |
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|
3248 Will list the files by upload date in reverse order from |
|
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|
3249 the prior example. If the property can be unset, you can |
|
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|
3250 use the ``NoneFirst`` parameter to sort the None/Unset |
|
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|
3251 values at the front or the end of the list. For example:: |
|
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3252 |
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|
3253 python:context.files.sorted('creation', NoneFirst=True) |
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3254 |
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|
3255 will sort files by creation date with files missing a |
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|
3256 creation date at the start of the list. The default for |
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|
3257 ``NoneFirst`` is False so these files will sort at the end |
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|
3258 by default. (Note creation date is never unset, but you |
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|
3259 get the idea.) If you combine NoneFirst with |
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|
3260 ``reverse=True`` the meaning of NoneFirst is inverted: |
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|
3261 True sorts None/unset at the end and False sorts at the |
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3262 beginning. |
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|
3263 reverse only on Multilink properties - produce a list of the linked |
|
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|
3264 items in reverse order |
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|
3265 isset returns True if the property has been set to a value |
|
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|
3266 =========== ================================================================ |
|
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3267 |
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3268 __ https://docs.python.org/2/library/time.html |
|
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3269 |
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|
3270 All of the above functions perform checks for permissions required to |
|
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|
3271 display or edit the data they are manipulating. The simplest case is |
|
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|
3272 editing an issue title. Including the expression:: |
|
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3273 |
|
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|
3274 context/title/field |
|
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3275 |
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|
3276 Will present the user with an edit field, if they have edit permission. If |
|
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|
3277 not, then they will be presented with a static display if they have view |
|
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|
3278 permission. If they don't even have view permission, then an error message |
|
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|
3279 is raised, preventing the display of the page, indicating that they don't |
|
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|
3280 have permission to view the information. |
|
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3281 |
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3282 |
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|
3283 The request variable |
|
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|
3284 ~~~~~~~~~~~~~~~~~~~~ |
|
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3285 |
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|
3286 This is implemented by the ``roundup.cgi.templating.HTMLRequest`` |
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3287 class. |
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3288 |
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|
3289 The request variable is packed with information about the current |
|
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|
3290 request. |
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3291 |
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|
3292 .. taken from ``roundup.cgi.templating.HTMLRequest`` docstring |
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3293 |
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|
3294 =========== ============================================================ |
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|
3295 Variable Holds |
|
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|
3296 =========== ============================================================ |
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|
3297 form the CGI form as a cgi.FieldStorage |
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|
3298 env the CGI environment variables |
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|
3299 base the base URL for this tracker |
|
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|
3300 user a HTMLUser instance for this user |
|
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|
3301 classname the current classname (possibly None) |
|
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|
3302 template the current template (suffix, also possibly None) |
|
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|
3303 form the current CGI form variables in a FieldStorage |
|
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|
3304 =========== ============================================================ |
|
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3305 |
|
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|
3306 **Index page specific variables (indexing arguments)** |
|
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3307 |
|
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|
3308 =========== ============================================================ |
|
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|
3309 Variable Holds |
|
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|
3310 =========== ============================================================ |
|
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|
3311 columns dictionary of the columns to display in an index page |
|
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|
3312 show a convenience access to columns - request/show/colname will |
|
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|
3313 be true if the columns should be displayed, false otherwise |
|
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|
3314 sort index sort columns [(direction, column name)] |
|
f3c9ba5db30b
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|
3315 group index grouping properties [(direction, column name)] |
|
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|
3316 filter properties to filter the index on |
|
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|
3317 filterspec values to filter the index on (property=value, eg |
|
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|
3318 ``priority=1`` or ``messages.author=42`` |
|
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|
3319 search_text text to perform a full-text search on for an index |
|
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|
3320 =========== ============================================================ |
|
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|
3321 |
|
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|
3322 There are several methods available on the request variable: |
|
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3323 |
|
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|
3324 =============== ======================================================== |
|
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|
3325 Method Description |
|
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|
3326 =============== ======================================================== |
|
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|
3327 description render a description of the request - handle for the |
|
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|
3328 page title |
|
f3c9ba5db30b
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|
3329 indexargs_form render the current index args as form elements |
|
f3c9ba5db30b
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|
3330 indexargs_url render the current index args as a URL |
|
f3c9ba5db30b
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|
3331 base_javascript render some javascript that is used by other components |
|
f3c9ba5db30b
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|
3332 of the templating |
|
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|
3333 batch run the current index args through a filter and return a |
|
f3c9ba5db30b
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|
3334 list of items (see `hyperdb item wrapper`_, and |
|
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|
3335 `batching`_) |
|
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|
3336 =============== ======================================================== |
|
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|
3337 |
|
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|
3338 The form variable |
|
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|
3339 ::::::::::::::::: |
|
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|
3340 |
|
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|
3341 The form variable is a bit special because it's actually a python |
|
f3c9ba5db30b
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|
3342 FieldStorage object. That means that you have two ways to access its |
|
f3c9ba5db30b
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|
3343 contents. For example, to look up the CGI form value for the variable |
|
f3c9ba5db30b
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|
3344 "name", use the path expression:: |
|
f3c9ba5db30b
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|
3345 |
|
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|
3346 request/form/name/value |
|
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|
3347 |
|
f3c9ba5db30b
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|
3348 or the python expression:: |
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|
3349 |
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|
3350 python:request.form['name'].value |
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3351 |
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3352 Note the "item" access used in the python case, and also note the |
|
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|
3353 explicit "value" attribute we have to access. That's because the form |
|
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|
3354 variables are stored as MiniFieldStorages. If there's more than one |
|
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|
3355 "name" value in the form, then the above will break since |
|
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|
3356 ``request/form/name`` is actually a *list* of MiniFieldStorages. So it's |
|
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|
3357 best to know beforehand what you're dealing with. |
|
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3358 |
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3359 |
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|
3360 The db variable |
|
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|
3361 ~~~~~~~~~~~~~~~ |
|
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3362 |
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|
3363 This is implemented by the ``roundup.cgi.templating.HTMLDatabase`` |
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|
3364 class. |
|
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3365 |
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|
3366 Allows access to all hyperdb classes as attributes of this variable. If |
|
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3367 you want access to the "user" class, for example, you would use:: |
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3368 |
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3369 db/user |
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|
3370 python:db.user |
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3371 |
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3372 Also, the current id of the current user is available as |
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|
3373 ``db.getuid()``. This isn't so useful in templates (where you have |
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|
3374 ``request/user``), but it can be useful in detectors or interfaces. |
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3375 |
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|
3376 The access results in a `hyperdb class wrapper`_. |
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3377 |
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3378 |
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|
3379 The templates variable |
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|
3380 ~~~~~~~~~~~~~~~~~~~~~~ |
|
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3381 |
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|
3382 This was implemented by the ``roundup.cgi.templating.Templates`` |
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|
3383 class before 1.4.20. In later versions it is the instance of appropriate |
|
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|
3384 template engine loader class. |
|
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|
3385 |
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|
3386 This variable is used to access other templates in expressions and |
|
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|
3387 template macros. It doesn't have any useful methods defined. The |
|
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|
3388 templates can be accessed using the following path expression:: |
|
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3389 |
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|
3390 templates/name |
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|
3391 |
|
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|
3392 or the python expression:: |
|
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|
3393 |
|
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|
3394 templates[name] |
|
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3395 |
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|
3396 where "name" is the name of the template you wish to access. The |
|
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|
3397 template has one useful attribute, namely "macros". To access a specific |
|
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|
3398 macro (called "macro_name"), use the path expression:: |
|
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3399 |
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|
3400 templates/name/macros/macro_name |
|
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|
3401 |
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|
3402 or the python expression:: |
|
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3403 |
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|
3404 templates[name].macros[macro_name] |
|
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3405 |
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|
3406 The repeat variable |
|
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|
3407 ~~~~~~~~~~~~~~~~~~~ |
|
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|
3408 |
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|
3409 The repeat variable holds an entry for each active iteration. That is, if |
|
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John Rouillard <rouilj@ieee.org>
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|
3410 you have a ``tal:repeat="user db/users"`` command, then there will be a |
|
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|
3411 repeat variable entry called "user". This may be accessed as either:: |
|
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John Rouillard <rouilj@ieee.org>
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|
3412 |
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|
3413 repeat/user |
|
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|
3414 python:repeat['user'] |
|
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|
3415 |
|
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|
3416 The "user" entry has a number of methods available for information: |
|
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|
3417 |
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|
3418 =============== ========================================================= |
|
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|
3419 Method Description |
|
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|
3420 =============== ========================================================= |
|
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|
3421 first True if the current item is the first in the sequence. |
|
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|
3422 last True if the current item is the last in the sequence. |
|
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|
3423 even True if the current item is an even item in the sequence. |
|
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|
3424 odd True if the current item is an odd item in the sequence. |
|
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|
3425 number Current position in the sequence, starting from 1. |
|
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|
3426 letter Current position in the sequence as a letter, a through |
|
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|
3427 z, then aa through zz, and so on. |
|
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|
3428 Letter Same as letter(), except uppercase. |
|
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|
3429 roman Current position in the sequence as lowercase roman |
|
f3c9ba5db30b
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|
3430 numerals. |
|
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|
3431 Roman Same as roman(), except uppercase. |
|
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|
3432 =============== ========================================================= |
|
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|
3433 |
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|
3434 .. _templating utilities: |
|
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|
3435 |
|
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|
3436 The utils variable |
|
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|
3437 ~~~~~~~~~~~~~~~~~~ |
|
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|
3438 |
|
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|
3439 This is implemented by the |
|
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|
3440 ``roundup.cgi.templating.TemplatingUtils`` class, which may be extended |
|
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|
3441 with additional methods by extensions_. |
|
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|
3442 |
|
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|
3443 =============== ======================================================== |
|
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|
3444 Method Description |
|
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|
3445 =============== ======================================================== |
|
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|
3446 Batch return a batch object using the supplied list |
|
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|
3447 url_quote quote some text as safe for a URL (ie. space, %, ...) |
|
f3c9ba5db30b
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|
3448 html_quote quote some text as safe in HTML (ie. <, >, ...) |
|
f3c9ba5db30b
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|
3449 html_calendar renders an HTML calendar used by the |
|
f3c9ba5db30b
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|
3450 ``_generic.calendar.html`` template (itself invoked by |
|
f3c9ba5db30b
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|
3451 the popupCalendar DateHTMLProperty method |
|
f3c9ba5db30b
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changeset
|
3452 anti_csrf_nonce returns the random noncue generated for this session |
|
f3c9ba5db30b
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|
3453 =============== ======================================================== |
|
f3c9ba5db30b
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|
3454 |
|
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|
3455 |
|
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|
3456 Batching |
|
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|
3457 :::::::: |
|
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|
3458 |
|
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changeset
|
3459 Use Batch to turn a list of items, or item ids of a given class, into a |
|
f3c9ba5db30b
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|
3460 series of batches. Its usage is:: |
|
f3c9ba5db30b
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|
3461 |
|
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|
3462 python:utils.Batch(sequence, size, start, end=0, orphan=0, |
|
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John Rouillard <rouilj@ieee.org>
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diff
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|
3463 overlap=0) |
|
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John Rouillard <rouilj@ieee.org>
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|
3464 |
|
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John Rouillard <rouilj@ieee.org>
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|
3465 or, to get the current index batch:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3466 |
|
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|
3467 request/batch |
|
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John Rouillard <rouilj@ieee.org>
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|
3468 |
|
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diff
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|
3469 The parameters are: |
|
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John Rouillard <rouilj@ieee.org>
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|
3470 |
|
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|
3471 ========= ============================================================== |
|
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|
3472 Parameter Usage |
|
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|
3473 ========= ============================================================== |
|
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|
3474 sequence a list of HTMLItems |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3475 size how big to make the sequence. |
|
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John Rouillard <rouilj@ieee.org>
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|
3476 start where to start (0-indexed) in the sequence. |
|
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diff
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|
3477 end where to end (0-indexed) in the sequence. |
|
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changeset
|
3478 orphan if the next batch would contain less items than this value, |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3479 then it is combined with this batch |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3480 overlap the number of items shared between adjacent batches |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3481 ========= ============================================================== |
|
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|
3482 |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3483 All of the parameters are assigned as attributes on the batch object. In |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3484 addition, it has several more attributes: |
|
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John Rouillard <rouilj@ieee.org>
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|
3485 |
|
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|
3486 =============== ======================================================== |
|
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|
3487 Attribute Description |
|
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|
3488 =============== ======================================================== |
|
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|
3489 start indicates the start index of the batch. *Unlike |
|
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John Rouillard <rouilj@ieee.org>
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|
3490 the argument, is a 1-based index (I know, lame)* |
|
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John Rouillard <rouilj@ieee.org>
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|
3491 first indicates the start index of the batch *as a 0-based |
|
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John Rouillard <rouilj@ieee.org>
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|
3492 index* |
|
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|
3493 length the actual number of elements in the batch |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3494 sequence_length the length of the original, unbatched, sequence. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3495 =============== ======================================================== |
|
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|
3496 |
|
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changeset
|
3497 And several methods: |
|
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John Rouillard <rouilj@ieee.org>
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|
3498 |
|
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changeset
|
3499 =============== ======================================================== |
|
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John Rouillard <rouilj@ieee.org>
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|
3500 Method Description |
|
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|
3501 =============== ======================================================== |
|
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|
3502 previous returns a new Batch with the previous batch settings |
|
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John Rouillard <rouilj@ieee.org>
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|
3503 next returns a new Batch with the next batch settings |
|
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John Rouillard <rouilj@ieee.org>
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|
3504 propchanged detect if the named property changed on the current item |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3505 when compared to the last item |
|
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John Rouillard <rouilj@ieee.org>
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|
3506 =============== ======================================================== |
|
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|
3507 |
|
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changeset
|
3508 An example of batching:: |
|
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John Rouillard <rouilj@ieee.org>
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|
3509 |
|
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|
3510 <table class="otherinfo"> |
|
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|
3511 <tr><th colspan="4" class="header">Existing Keywords</th></tr> |
|
f3c9ba5db30b
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|
3512 <tr tal:define="keywords db/keyword/list" |
|
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John Rouillard <rouilj@ieee.org>
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|
3513 tal:repeat="start python:range(0, len(keywords), 4)"> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3514 <td tal:define="batch python:utils.Batch(keywords, 4, start)" |
|
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|
3515 tal:repeat="keyword batch" tal:content="keyword/name"> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3516 keyword here</td> |
|
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John Rouillard <rouilj@ieee.org>
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|
3517 </tr> |
|
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|
3518 </table> |
|
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|
3519 |
|
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changeset
|
3520 ... which will produce a table with four columns containing the items of |
|
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|
3521 the "keyword" class (well, their "name" anyway). |
|
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|
3522 |
|
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|
3523 |
|
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|
3524 Translations |
|
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|
3525 ~~~~~~~~~~~~ |
|
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|
3526 |
|
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diff
changeset
|
3527 Should you wish to enable multiple languages in template content that you |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3528 create you'll need to add new locale files in the tracker home under a |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3529 ``locale`` directory. Use the `translation instructions in the |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3530 developer's guide <developers.html#extracting-translatable-messages>`_ to |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3531 create the locale files. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3532 |
|
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|
3533 |
|
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|
3534 Displaying Properties |
|
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|
3535 --------------------- |
|
f3c9ba5db30b
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|
3536 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3537 Properties appear in the user interface in three contexts: in indices, |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3538 in editors, and as search arguments. For each type of property, there |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3539 are several display possibilities. For example, in an index view, a |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3540 string property may just be printed as a plain string, but in an editor |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3541 view, that property may be displayed in an editable field. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3542 |
|
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|
3543 |
|
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|
3544 Index Views |
|
f3c9ba5db30b
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|
3545 ----------- |
|
f3c9ba5db30b
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|
3546 |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3547 This is one of the class context views. It is also the default view for |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3548 classes. The template used is "*classname*.index". |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3549 |
|
f3c9ba5db30b
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|
3550 |
|
f3c9ba5db30b
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diff
changeset
|
3551 Index View Specifiers |
|
f3c9ba5db30b
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changeset
|
3552 ~~~~~~~~~~~~~~~~~~~~~ |
|
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|
3553 |
|
f3c9ba5db30b
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changeset
|
3554 An index view specifier (URL fragment) looks like this (whitespace has |
|
f3c9ba5db30b
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changeset
|
3555 been added for clarity):: |
|
f3c9ba5db30b
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|
3556 |
|
f3c9ba5db30b
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changeset
|
3557 /issue?status=unread,in-progress,resolved& |
|
f3c9ba5db30b
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changeset
|
3558 keyword=security,ui& |
|
f3c9ba5db30b
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diff
changeset
|
3559 @group=priority,-status& |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3560 @sort=-activity& |
|
f3c9ba5db30b
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diff
changeset
|
3561 @filters=status,keyword& |
|
f3c9ba5db30b
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changeset
|
3562 @columns=title,status,fixer |
|
f3c9ba5db30b
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|
3563 |
|
f3c9ba5db30b
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diff
changeset
|
3564 The index view is determined by two parts of the specifier: the layout |
|
f3c9ba5db30b
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diff
changeset
|
3565 part and the filter part. The layout part consists of the query |
|
f3c9ba5db30b
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diff
changeset
|
3566 parameters that begin with colons, and it determines the way that the |
|
f3c9ba5db30b
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diff
changeset
|
3567 properties of selected items are displayed. The filter part consists of |
|
f3c9ba5db30b
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diff
changeset
|
3568 all the other query parameters, and it determines the criteria by which |
|
f3c9ba5db30b
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diff
changeset
|
3569 items are selected for display. The filter part is interactively |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3570 manipulated with the form widgets displayed in the filter section. The |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3571 layout part is interactively manipulated by clicking on the column |
|
f3c9ba5db30b
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diff
changeset
|
3572 headings in the table. |
|
f3c9ba5db30b
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parents:
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diff
changeset
|
3573 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3574 The filter part selects the union of the sets of items with values |
|
f3c9ba5db30b
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diff
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|
3575 matching any specified Link properties and the intersection of the sets |
|
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diff
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|
3576 of items with values matching any specified Multilink properties. |
|
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John Rouillard <rouilj@ieee.org>
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|
3577 |
|
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diff
changeset
|
3578 The example specifies an index of "issue" items. Only items with a |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3579 "status" of either "unread" or "in-progress" or "resolved" are |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3580 displayed, and only items with "keyword" values including both "security" |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
3581 and "ui" are displayed. The items are grouped by priority arranged in |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3582 ascending order and in descending order by status; and within |
|
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3583 groups, sorted by activity, arranged in descending order. The filter |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3584 section shows filters for the "status" and "keyword" properties, and the |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3585 table includes columns for the "title", "status", and "fixer" |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
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|
3586 properties. |
|
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John Rouillard <rouilj@ieee.org>
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|
3587 |
|
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|
3588 ============ ============================================================= |
|
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|
3589 Argument Description |
|
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|
3590 ============ ============================================================= |
|
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|
3591 @sort sort by prop name, optionally preceeded with '-' to give |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3592 descending or nothing for ascending sorting. Several |
|
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John Rouillard <rouilj@ieee.org>
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|
3593 properties can be specified delimited with comma. |
|
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|
3594 Internally a search-page using several sort properties may |
|
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John Rouillard <rouilj@ieee.org>
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diff
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|
3595 use @sort0, @sort1 etc. with option @sortdir0, @sortdir1 |
|
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|
3596 etc. for the direction of sorting (a non-empty value of |
|
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John Rouillard <rouilj@ieee.org>
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|
3597 sortdir0 specifies reverse order). |
|
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John Rouillard <rouilj@ieee.org>
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|
3598 @group group by prop name, optionally preceeded with '-' or to sort |
|
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|
3599 in descending or nothing for ascending order. Several |
|
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John Rouillard <rouilj@ieee.org>
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|
3600 properties can be specified delimited with comma. |
|
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John Rouillard <rouilj@ieee.org>
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|
3601 Internally a search-page using several grouping properties may |
|
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John Rouillard <rouilj@ieee.org>
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|
3602 use @group0, @group1 etc. with option @groupdir0, @groupdir1 |
|
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|
3603 etc. for the direction of grouping (a non-empty value of |
|
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John Rouillard <rouilj@ieee.org>
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|
3604 groupdir0 specifies reverse order). |
|
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|
3605 @columns selects the columns that should be displayed. Default is |
|
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|
3606 all. |
|
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|
3607 @filter indicates which properties are being used in filtering. |
|
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|
3608 Default is none. |
|
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|
3609 propname selects the values the item properties given by propname must |
|
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John Rouillard <rouilj@ieee.org>
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|
3610 have (very basic search/filter). |
|
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John Rouillard <rouilj@ieee.org>
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|
3611 @search_text if supplied, performs a full-text search (message bodies, |
|
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|
3612 issue titles, etc) |
|
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changeset
|
3613 ============ ============================================================= |
|
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|
3614 |
|
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|
3615 |
|
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|
3616 Searching Views |
|
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|
3617 --------------- |
|
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|
3618 |
|
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|
3619 .. note:: |
|
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diff
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|
3620 if you add a new column to the ``@columns`` form variable potentials |
|
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John Rouillard <rouilj@ieee.org>
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|
3621 then you will need to add the column to the appropriate `index views`_ |
|
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|
3622 template so that it is actually displayed. |
|
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|
3623 |
|
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|
3624 This is one of the class context views. The template used is typically |
|
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|
3625 "*classname*.search". The form on this page should have "search" as its |
|
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|
3626 ``@action`` variable. The "search" action: |
|
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|
3627 |
|
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|
3628 - sets up additional filtering, as well as performing indexed text |
|
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|
3629 searching |
|
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|
3630 - sets the ``@filter`` variable correctly |
|
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|
3631 - saves the query off if ``@query_name`` is set. |
|
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|
3632 |
|
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changeset
|
3633 The search page should lay out any fields that you wish to allow the |
|
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|
3634 user to search on. If your schema contains a large number of properties, |
|
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|
3635 you should be wary of making all of those properties available for |
|
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John Rouillard <rouilj@ieee.org>
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|
3636 searching, as this can cause confusion. If the additional properties are |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3637 Strings, consider having their value indexed, and then they will be |
|
f3c9ba5db30b
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diff
changeset
|
3638 searchable using the full text indexed search. This is both faster, and |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3639 more useful for the end user. |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3640 |
|
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changeset
|
3641 If the search view does specify the "search" ``@action``, then it may also |
|
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|
3642 provide an additional argument: |
|
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|
3643 |
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|
3644 ============ ============================================================= |
|
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|
3645 Argument Description |
|
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|
3646 ============ ============================================================= |
|
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|
3647 @query_name if supplied, the index parameters (including @search_text) |
|
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changeset
|
3648 will be saved off as a the query item and registered against |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3649 the user's queries property. Note that the *classic* template |
|
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changeset
|
3650 schema has this ability, but the *minimal* template schema |
|
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diff
changeset
|
3651 does not. |
|
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|
3652 ============ ============================================================= |
|
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|
3653 |
|
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|
3654 |
|
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diff
changeset
|
3655 Item Views |
|
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diff
changeset
|
3656 ---------- |
|
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changeset
|
3657 |
|
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diff
changeset
|
3658 The basic view of a hyperdb item is provided by the "*classname*.item" |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3659 template. It generally has three sections; an "editor", a "spool" and a |
|
f3c9ba5db30b
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changeset
|
3660 "history" section. |
|
f3c9ba5db30b
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changeset
|
3661 |
|
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changeset
|
3662 |
|
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diff
changeset
|
3663 Editor Section |
|
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diff
changeset
|
3664 ~~~~~~~~~~~~~~ |
|
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changeset
|
3665 |
|
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diff
changeset
|
3666 The editor section is used to manipulate the item - it may be a static |
|
f3c9ba5db30b
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diff
changeset
|
3667 display if the user doesn't have permission to edit the item. |
|
f3c9ba5db30b
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|
3668 |
|
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changeset
|
3669 Here's an example of a basic editor template (this is the default |
|
f3c9ba5db30b
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diff
changeset
|
3670 "classic" template issue item edit form - from the "issue.item.html" |
|
f3c9ba5db30b
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diff
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|
3671 template):: |
|
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diff
changeset
|
3672 |
|
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changeset
|
3673 <table class="form"> |
|
f3c9ba5db30b
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diff
changeset
|
3674 <tr> |
|
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diff
changeset
|
3675 <th>Title</th> |
|
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diff
changeset
|
3676 <td colspan="3" tal:content="structure python:context.title.field(size=60)">title</td> |
|
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diff
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|
3677 </tr> |
|
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changeset
|
3678 |
|
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changeset
|
3679 <tr> |
|
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diff
changeset
|
3680 <th>Priority</th> |
|
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diff
changeset
|
3681 <td tal:content="structure context/priority/menu">priority</td> |
|
f3c9ba5db30b
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|
3682 <th>Status</th> |
|
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|
3683 <td tal:content="structure context/status/menu">status</td> |
|
f3c9ba5db30b
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changeset
|
3684 </tr> |
|
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changeset
|
3685 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3686 <tr> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3687 <th>Superseder</th> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3688 <td> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3689 <span tal:replace="structure python:context.superseder.field(showid=1, size=20)" /> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3690 <span tal:replace="structure python:db.issue.classhelp('id,title')" /> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3691 <span tal:condition="context/superseder"> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3692 <br>View: <span tal:replace="structure python:context.superseder.link(showid=1)" /> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3693 </span> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3694 </td> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3695 <th>Nosy List</th> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3696 <td> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3697 <span tal:replace="structure context/nosy/field" /> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3698 <span tal:replace="structure python:db.user.classhelp('username,realname,address,phone')" /> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3699 </td> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3700 </tr> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3701 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3702 <tr> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3703 <th>Assigned To</th> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3704 <td tal:content="structure context/assignedto/menu"> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3705 assignedto menu |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3706 </td> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3707 <td> </td> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3708 <td> </td> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3709 </tr> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3710 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3711 <tr> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3712 <th>Change Note</th> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3713 <td colspan="3"> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3714 <textarea name=":note" wrap="hard" rows="5" cols="60"></textarea> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3715 </td> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3716 </tr> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3717 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3718 <tr> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3719 <th>File</th> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3720 <td colspan="3"><input type="file" name=":file" size="40"></td> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3721 </tr> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3722 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3723 <tr> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3724 <td> </td> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3725 <td colspan="3" tal:content="structure context/submit"> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3726 submit button will go here |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3727 </td> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3728 </tr> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3729 </table> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3730 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3731 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3732 When a change is submitted, the system automatically generates a message |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3733 describing the changed properties. As shown in the example, the editor |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3734 template can use the ":note" and ":file" fields, which are added to the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3735 standard changenote message generated by Roundup. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3736 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3737 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3738 Form values |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3739 ::::::::::: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3740 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3741 We have a number of ways to pull properties out of the form in order to |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3742 meet the various needs of: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3743 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3744 1. editing the current item (perhaps an issue item) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3745 2. editing information related to the current item (eg. messages or |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3746 attached files) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3747 3. creating new information to be linked to the current item (eg. time |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3748 spent on an issue) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3749 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3750 In the following, ``<bracketed>`` values are variable, ":" may be one of |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3751 ":" or "@", and other text ("required") is fixed. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3752 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3753 Properties are specified as form variables: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3754 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3755 ``<propname>`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3756 property on the current context item |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3757 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3758 ``<designator>:<propname>`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3759 property on the indicated item (for editing related information) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3760 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3761 ``<classname>-<N>:<propname>`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3762 property on the Nth new item of classname (generally for creating new |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3763 items to attach to the current item) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3764 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3765 Once we have determined the "propname", we check to see if it is one of |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3766 the special form values: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3767 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3768 ``@required`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3769 The named property values must be supplied or a ValueError will be |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3770 raised. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3771 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3772 ``@remove@<propname>=id(s)`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3773 The ids will be removed from the multilink property. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3774 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3775 ``:add:<propname>=id(s)`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3776 The ids will be added to the multilink property. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3777 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3778 ``:link:<propname>=<designator>`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3779 Used to add a link to new items created during edit. These are |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3780 collected and returned in ``all_links``. This will result in an |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3781 additional linking operation (either Link set or Multilink append) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3782 after the edit/create is done using ``all_props`` in ``_editnodes``. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3783 The <propname> on the current item will be set/appended the id of the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3784 newly created item of class <designator> (where <designator> must be |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3785 <classname>-<N>). |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3786 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3787 Any of the form variables may be prefixed with a classname or |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3788 designator. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3789 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3790 Two special form values are supported for backwards compatibility: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3791 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3792 ``:note`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3793 create a message (with content, author and date), linked to the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3794 context item. This is ALWAYS designated "msg-1". |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3795 ``:file`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3796 create a file, attached to the current item and any message created by |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3797 :note. This is ALWAYS designated "file-1". |
|
f3c9ba5db30b
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|
3798 |
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|
3799 |
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|
3800 Spool Section |
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3801 ~~~~~~~~~~~~~ |
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3802 |
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3803 The spool section lists related information like the messages and files |
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3804 of an issue. |
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3805 |
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|
3806 TODO |
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3807 |
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3808 |
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|
3809 History Section |
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|
3810 ~~~~~~~~~~~~~~~ |
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3811 |
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3812 The final section displayed is the history of the item - its database |
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3813 journal. This is generally generated with the template:: |
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3814 |
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3815 <tal:block tal:replace="structure context/history" /> |
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3816 |
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3817 or:: |
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3818 |
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3819 <tal:block |
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3820 tal:replace="structure python:context.history(showall=True)" /> |
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3821 |
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3822 if you want to show history entries for quiet properties. |
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3823 |
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|
3824 *To be done:* |
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3825 |
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3826 *The actual history entries of the item may be accessed for manual |
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3827 templating through the "journal" method of the item*:: |
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3828 |
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3829 <tal:block tal:repeat="entry context/journal"> |
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3830 a journal entry |
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|
3831 </tal:block> |
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3832 |
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3833 *where each journal entry is an HTMLJournalEntry.* |
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3834 |
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3835 |
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|
3836 Defining new web actions |
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|
3837 ------------------------ |
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3838 |
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3839 You may define new actions to be triggered by the ``@action`` form variable. |
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|
3840 These are added to the tracker ``extensions`` directory and registered |
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|
3841 using ``instance.registerAction``. |
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3842 |
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|
3843 All the existing Actions are defined in ``roundup.cgi.actions``. |
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3844 |
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|
3845 Adding action classes takes three steps; first you `define the new |
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3846 action class`_, then you `register the action class`_ with the cgi |
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3847 interface so it may be triggered by the ``@action`` form variable. |
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3848 Finally you `use the new action`_ in your HTML form. |
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3849 |
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|
3850 See `setting up a "wizard" (or "druid") for controlled adding of |
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3851 issues |
|
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3852 <customizing.html#setting-up-a-wizard-or-druid-for-controlled-adding-of-issues>`_ for an example. |
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3853 |
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3854 |
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|
3855 Define the new action class |
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|
3856 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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3857 |
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|
3858 Create a new action class in your tracker's ``extensions`` directory, for |
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|
3859 example ``myaction.py``:: |
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3860 |
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|
3861 from roundup.cgi.actions import Action |
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3862 |
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|
3863 class MyAction(Action): |
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3864 def handle(self): |
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3865 ''' Perform some action. No return value is required. |
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3866 ''' |
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|
3867 |
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|
3868 The *self.client* attribute is an instance of ``roundup.cgi.client.Client``. |
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|
3869 See the docstring of that class for details of what it can do. |
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3870 |
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|
3871 The method will typically check the ``self.form`` variable's contents. |
|
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|
3872 It may then: |
|
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|
3873 |
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3874 - add information to ``self.client._ok_message`` |
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|
3875 or ``self.client._error_message`` (by using ``self.client.add_ok_message`` |
|
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|
3876 or ``self.client.add_error_message``, respectively) |
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3877 - change the ``self.client.template`` variable to alter what the user will see |
|
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|
3878 next |
|
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|
3879 - raise Unauthorised, SendStaticFile, SendFile, NotFound or Redirect |
|
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|
3880 exceptions (import them from roundup.cgi.exceptions) |
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3881 |
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3882 |
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|
3883 Register the action class |
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|
3884 ~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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3885 |
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|
3886 The class is now written, but isn't available to the user until you register |
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|
3887 it with the following code appended to your ``myaction.py`` file:: |
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3888 |
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|
3889 def init(instance): |
|
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3890 instance.registerAction('myaction', myActionClass) |
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3891 |
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|
3892 This maps the action name "myaction" to the action class we defined. |
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3893 |
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3894 |
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3895 Use the new action |
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|
3896 ~~~~~~~~~~~~~~~~~~ |
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3897 |
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|
3898 In your HTML form, add a hidden form element like so:: |
|
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3899 |
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|
3900 <input type="hidden" name="@action" value="myaction"> |
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3901 |
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3902 where "myaction" is the name you registered in the previous step. |
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3903 |
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|
3904 Actions may return content to the user |
|
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|
3905 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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3906 |
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|
3907 Actions generally perform some database manipulation and then pass control |
|
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|
3908 on to the rendering of a template in the current context (see `Determining |
|
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|
3909 web context`_ for how that works.) Some actions will want to generate the |
|
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|
3910 actual content returned to the user. Action methods may return their own |
|
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|
3911 content string to be displayed to the user, overriding the templating step. |
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3912 In this situation, we assume that the content is HTML by default. You may |
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3913 override the content type indicated to the user by calling ``setHeader``:: |
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3914 |
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3915 self.client.setHeader('Content-Type', 'text/csv') |
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3916 |
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3917 This example indicates that the value sent back to the user is actually |
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3918 comma-separated value content (eg. something to be loaded into a |
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3919 spreadsheet or database). |
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3920 |
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3921 |
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3922 8-bit character set support in Web interface |
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3923 -------------------------------------------- |
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3924 |
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3925 The web interface uses UTF-8 default. It may be overridden in both forms |
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3926 and a browser cookie. |
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3927 |
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3928 - In forms, use the ``@charset`` variable. |
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3929 - To use the cookie override, have the ``roundup_charset`` cookie set. |
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3930 |
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3931 In both cases, the value is a valid charset name (eg. ``utf-8`` or |
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3932 ``kio8-r``). |
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3933 |
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3934 Inside Roundup, all strings are stored and processed in utf-8. |
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3935 Unfortunately, some older browsers do not work properly with |
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3936 utf-8-encoded pages (e.g. Netscape Navigator 4 displays wrong |
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3937 characters in form fields). This version allows one to change |
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3938 the character set for http transfers. To do so, you may add |
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3939 the following code to your ``page.html`` template:: |
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3940 |
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3941 <tal:block define="uri string:${request/base}${request/env/PATH_INFO}"> |
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3942 <a tal:attributes="href python:request.indexargs_url(uri, |
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3943 {'@charset':'utf-8'})">utf-8</a> |
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3944 <a tal:attributes="href python:request.indexargs_url(uri, |
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3945 {'@charset':'koi8-r'})">koi8-r</a> |
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3946 </tal:block> |
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3947 |
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3948 (substitute ``koi8-r`` with appropriate charset for your language). |
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3949 Charset preference is kept in the browser cookie ``roundup_charset``. |
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3950 |
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3951 ``meta http-equiv`` lines added to the tracker templates in version 0.6.0 |
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3952 should be changed to include actual character set name:: |
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3953 |
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3954 <meta http-equiv="Content-Type" |
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3955 tal:attributes="content string:text/html;; charset=${request/client/charset}" |
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3956 /> |
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3957 |
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3958 The charset is also sent in the http header. |
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3959 |
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3960 |
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3961 |
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3962 |
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3963 |
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3964 Debugging Trackers |
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3965 ================== |
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3966 |
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3967 There are three switches in tracker configs that turn on debugging in |
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3968 Roundup: |
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3969 |
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3970 1. web :: debug |
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3971 2. mail :: debug |
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3972 3. logging :: level |
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3973 |
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|
3974 See the config.ini file or the `tracker configuration`_ section for |
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3975 more information. |
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3976 |
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3977 Additionally, the ``roundup-server.py`` script has its own debugging mode |
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3978 in which it reloads edited templates immediately when they are changed, |
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3979 rather than requiring a web server restart. |
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3980 |
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3981 |
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3982 .. _`design documentation`: design.html |
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3983 .. _change the rate limiting method: rest.html#creating-custom-rate-limits |
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3984 .. _`directions in the rest interface documentation`: rest.html#enabling-the-rest-api |
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3985 .. _`xmlrpc interface documentation`: xmlrpc.html#through-roundup |
