annotate doc/user_guide.txt @ 8236:2d0bd038fc5e

doc: clarify adding ctx argument to check command in schema.py On IRC user was unsure what file was used for the 1.51 - 1.60 upgrade section: Enhancement to check command for Permissions added file name desription and example. Also marked it as optional. Clarified that if or when it becomes required there will be a new required upgrade direction.
author John Rouillard <rouilj@ieee.org>
date Mon, 23 Dec 2024 21:10:54 -0500
parents 079958914ed7
children cae1bbf2536b
Ignore whitespace changes - Everywhere: Within whitespace: At end of lines:
rev   line source
6586
24e2eeb2ed9a Add meta description to some doc pages.
John Rouillard <rouilj@ieee.org>
parents: 6469
diff changeset
1 .. meta::
6774
e7b4ad2c57ac landmarks, skiplink, remove bad attrs, autocomplete search
John Rouillard <rouilj@ieee.org>
parents: 6613
diff changeset
2 :description:
7048
6f5054751fb6 Update meta description. Also fix test command in code.txt.
John Rouillard <rouilj@ieee.org>
parents: 6807
diff changeset
3 Describes how to interact with a tracker based on the
6f5054751fb6 Update meta description. Also fix test command in code.txt.
John Rouillard <rouilj@ieee.org>
parents: 6807
diff changeset
4 Roundup Issue Tracker. Covers web (html), and email
6f5054751fb6 Update meta description. Also fix test command in code.txt.
John Rouillard <rouilj@ieee.org>
parents: 6807
diff changeset
5 interfaces.
6586
24e2eeb2ed9a Add meta description to some doc pages.
John Rouillard <rouilj@ieee.org>
parents: 6469
diff changeset
6
688
b38f4f95bffd More doc tweaks
Richard Jones <richard@users.sourceforge.net>
parents: 686
diff changeset
7 ==========
659
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
8 User Guide
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
9 ==========
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
10
686
c52122f38c9b Documentation cleanup, added info for potential (and current) developers
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
11 .. contents::
4890
609edf9de0a5 docs: Remove one nesting level from ToC on subpages
anatoly techtonik <techtonik@gmail.com>
parents: 4792
diff changeset
12 :local:
686
c52122f38c9b Documentation cleanup, added info for potential (and current) developers
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
13
2409
Richard Jones <richard@users.sourceforge.net>
parents: 2138
diff changeset
14 .. hint::
Richard Jones <richard@users.sourceforge.net>
parents: 2138
diff changeset
15 This document will refer to *issues* as the primary store of
Richard Jones <richard@users.sourceforge.net>
parents: 2138
diff changeset
16 information in the tracker. This is the default of the classic template,
Richard Jones <richard@users.sourceforge.net>
parents: 2138
diff changeset
17 but may vary in any given installation.
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
18
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
19
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
20 Your Tracker in a Nutshell
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
21 ==========================
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
22
8061
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
23 Your tracker holds information about issues in bundles called *items*.
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
24 An item can be an *issue* (a bug or feature request) or a *user*. The
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
25 issue-ness or user-ness is called the item's *class*. For bug
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
26 reports and features, the class is "issue", and for users the class is
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
27 "user".
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
28
8061
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
29 Each item in the tracker possesses an ID number that identifies it
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
30 alongside its item class. The combination of the class and ID number
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
31 into a label identifies a specific issue or user. For instance, user 1
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
32 (who, by the way, always serves as the "admin" user) gets referred to
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
33 as "user1". Issue number 315 gets denoted as "issue315". This label
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
34 receives the designation of the item's :term:designator.
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
35
8061
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
36 Roundup never deletes items from the database. Instead, items get
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
37 "retired". Viewing the item using its ID is still possible - thus,
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
38 "removing" an item does not disrupt references to it. A retired item
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
39 will not appear in the class listing.
1615
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
40
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
41 Accessing the Tracker
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
42 ---------------------
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
43
7278
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
44 You may access your tracker in three ways:
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
45
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
46 1. through the `web interface`_,
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
47 2. through the `e-mail gateway`_, or
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
48 3. using the `command line tool`_.
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
49
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
50 The last is usually only used by administrators. Most users will use the
3529
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
51 web and e-mail interfaces. All three are explained below.
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
52
7279
0bf616cfa178 Move mail gateway and roundup-admin doc to admin guide from user guide
John Rouillard <rouilj@ieee.org>
parents: 7278
diff changeset
53 .. _command line tool: admin_guide.html#using-roundup-admin
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
54
1615
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
55 Issue life cycles in Roundup
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
56 ----------------------------
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
57
3529
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
58 New issues may be submitted via the web or e-mail.
1615
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
59
8061
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
60 By default, the issue will have the status "unread". When the issue
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
61 receives another message, its status will change to "chatting".
1615
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
62
8061
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
63 Often, the "home" page for a tracker display all open issues (closed
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
64 issues have a status of resolved, or done-cbb (cbb - could be
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
65 better)).
1615
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
66
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
67 If an issue is closed, and a new message is received then it'll be
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
68 reopened to the state of "chatting".
1615
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
69
5827
c263187e82d1 Fix typos.
John Rouillard <rouilj@ieee.org>
parents: 5610
diff changeset
70 The full set of **priority** and **status** values are:
3650
77e067e64035 copy over status/priority descriptions from old overview doc
Richard Jones <richard@users.sourceforge.net>
parents: 3529
diff changeset
71
7278
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
72 .. table:: Default priorities defined for the classic template.
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
73 :name: priority table
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
74 :widths: auto
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
75
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
76 =========== =====================================
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
77 Priority Description
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
78 =========== =====================================
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
79 "critical" panic: work is stopped!
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
80 "urgent" important, but not deadly
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
81 "bug" lost work or incorrect results
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
82 "feature" want missing functionality
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
83 "wish" avoidable bugs, missing conveniences
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
84 =========== =====================================
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
85
3650
77e067e64035 copy over status/priority descriptions from old overview doc
Richard Jones <richard@users.sourceforge.net>
parents: 3529
diff changeset
86
7278
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
87 .. table:: Default statuses defined for the classic template.
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
88 :name: status table
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
89 :widths: auto
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
90
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
91 ============= =====================================
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
92 Status Description
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
93 ============= =====================================
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
94 "unread" submitted but no action yet
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
95 "deferred" intentionally set aside
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
96 "chatting" under review or seeking clarification
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
97 "need-eg" need a reproducible example of a bug
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
98 "in-progress" understood; development in progress
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
99 "testing" we think it's done; others, please test
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
100 "done-cbb" okay for now, but could be better
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
101 "resolved" fix has been released
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
102 ============= =====================================
3650
77e067e64035 copy over status/priority descriptions from old overview doc
Richard Jones <richard@users.sourceforge.net>
parents: 3529
diff changeset
103
8061
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
104 The tracker you are using may have different priorities and
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
105 statuses. See your tracker admin for local details.
1615
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
106
4929
57a482110a24 doc: Link XMLRPC `filter` doc to User Guide chapter about querying
anatoly techtonik <techtonik@gmail.com>
parents: 4890
diff changeset
107 .. _query-tracker:
57a482110a24 doc: Link XMLRPC `filter` doc to User Guide chapter about querying
anatoly techtonik <techtonik@gmail.com>
parents: 4890
diff changeset
108
1588
1ac46e7e4150 more doc work - new improved overview doc
Richard Jones <richard@users.sourceforge.net>
parents: 1575
diff changeset
109 Entering values in your Tracker
1ac46e7e4150 more doc work - new improved overview doc
Richard Jones <richard@users.sourceforge.net>
parents: 1575
diff changeset
110 -------------------------------
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
111
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
112 All interfaces to your tracker use the same format for entering values.
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
113 This means the web interface for entering a new issue, the web interface
3529
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
114 for searching issues, the e-mail interface and even the command-line
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
115 administration tool.
1588
1ac46e7e4150 more doc work - new improved overview doc
Richard Jones <richard@users.sourceforge.net>
parents: 1575
diff changeset
116
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
117 String and Numeric properties
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
118 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
119
8061
b1d384d23cdb docs: cleanups suggested by vale.
John Rouillard <rouilj@ieee.org>
parents: 8052
diff changeset
120 These fields just take a plain text value, like ``It's broken``.
1588
1ac46e7e4150 more doc work - new improved overview doc
Richard Jones <richard@users.sourceforge.net>
parents: 1575
diff changeset
121
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
122
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
123 Boolean properties
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
124 ~~~~~~~~~~~~~~~~~~
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
125
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
126 These fields take a value which indicates "yes"/"no", "true"/"false",
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
127 "1"/"0" or "on"/"off".
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
128
1588
1ac46e7e4150 more doc work - new improved overview doc
Richard Jones <richard@users.sourceforge.net>
parents: 1575
diff changeset
129
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
130 Constrained (link and multilink) properties
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
131 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
132
3904
91008ec8f9a0 retire "topic" usage
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3756
diff changeset
133 Fields like "Assigned To" and "Keywords" hold references to items in other
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
134 classes ("user" and "keyword" in those two cases.)
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
135
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
136 Sometimes, the selection is done through a menu, like in the "Assigned
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
137 To" field.
1588
1ac46e7e4150 more doc work - new improved overview doc
Richard Jones <richard@users.sourceforge.net>
parents: 1575
diff changeset
138
1ac46e7e4150 more doc work - new improved overview doc
Richard Jones <richard@users.sourceforge.net>
parents: 1575
diff changeset
139 Where the input is not a simple menu selection, we use a comma-separated
1ac46e7e4150 more doc work - new improved overview doc
Richard Jones <richard@users.sourceforge.net>
parents: 1575
diff changeset
140 list of values to indicated which values of "user" or "keyword" are
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
141 interesting. The values may be either numeric ids or the names of items.
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
142 The special value "-1" may be used to match items where the property is
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
143 not set. For example, the following searches on the issues:
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
144
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
145 ``assignedto=richard,george``
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
146 match issues which are assigned to richard or george.
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
147 ``assignedto=-1``
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
148 match issues that are not assigned to a user.
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
149 ``assignedto=2,3,40``
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
150 match issues that are assigned to users 2, 3 or 40.
3904
91008ec8f9a0 retire "topic" usage
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3756
diff changeset
151 ``keyword=user interface``
91008ec8f9a0 retire "topic" usage
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3756
diff changeset
152 match issues with the keyword "user interface" in their keyword list
91008ec8f9a0 retire "topic" usage
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3756
diff changeset
153 ``keyword=web interface,e-mail interface``
3529
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
154 match issues with the keyword "web interface" or "e-mail interface" in
3904
91008ec8f9a0 retire "topic" usage
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3756
diff changeset
155 their keyword list
91008ec8f9a0 retire "topic" usage
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3756
diff changeset
156 ``keyword=-1``
91008ec8f9a0 retire "topic" usage
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3756
diff changeset
157 match issues with no keywords set
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
158
7971
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
159 When entering the value for a constrained property you may have a
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
160 helper (also called classhelper) available by clicking on a link
8032
ce1e65af97fb docs: fix misspelling
John Rouillard <rouilj@ieee.org>
parents: 7971
diff changeset
161 usually displayed as ``(list)``. See the section `Using the
7971
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
162 Classhelper`_ for details.
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
163
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
164 Date properties
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
165 ~~~~~~~~~~~~~~~
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
166
2750
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
167 Date-and-time stamps are specified with the date in
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
168 international standard format (``yyyy-mm-dd``) joined to the time
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
169 (``hh:mm:ss``) by a period ``.``. Dates in this form can be easily
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
170 compared and are fairly readable when printed. An example of a valid
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
171 stamp is ``2000-06-24.13:03:59``. We'll call this the "full date
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
172 format". When Timestamp objects are printed as strings, they appear in
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
173 the full date format.
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
174
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
175 For user input, some partial forms are also permitted: the whole time or
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
176 just the seconds may be omitted; and the whole date may be omitted or
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
177 just the year may be omitted. If the time is given, the time is
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
178 interpreted in the user's local time zone. The Date constructor takes
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
179 care of these conversions. In the following examples, suppose that
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
180 ``yyyy`` is the current year, ``mm`` is the current month, and ``dd`` is
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
181 the current day of the month.
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
182
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
183 - "2000-04-17" means <Date 2000-04-17.00:00:00>
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
184 - "01-25" means <Date yyyy-01-25.00:00:00>
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
185 - "2000-04-17.03:45" means <Date 2000-04-17.08:45:00>
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
186 - "08-13.22:13" means <Date yyyy-08-14.03:13:00>
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
187 - "11-07.09:32:43" means <Date yyyy-11-07.14:32:43>
4650
0485b47a39a8 issue2550766: Minor formatting issues in the docs for date properties, thanks John Kristensen.
Bernhard Reiter <bernhard@intevation.de>
parents: 4402
diff changeset
188 - "14:25" means <Date yyyy-mm-dd.19:25:00>
0485b47a39a8 issue2550766: Minor formatting issues in the docs for date properties, thanks John Kristensen.
Bernhard Reiter <bernhard@intevation.de>
parents: 4402
diff changeset
189 - "8:47:11" means <Date yyyy-mm-dd.13:47:11>
2750
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
190 - the special date "." means "right now"
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
191
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
192
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
193 When searching, a plain date entered as a search field will match that date
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
194 exactly in the database. We may also accept ranges of dates. You can
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
195 specify range of dates in one of two formats:
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
196
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
197 1. English syntax::
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
198
1599
cc96bf971b33 extended date syntax to make range searches even more useful
Andrey Lebedev <kedder@users.sourceforge.net>
parents: 1596
diff changeset
199 [From <value>][To <value>]
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
200
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
201 Keywords "From" and "To" are case insensitive. Keyword "From" is
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
202 optional.
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
203
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
204 2. "Geek" syntax::
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
205
1599
cc96bf971b33 extended date syntax to make range searches even more useful
Andrey Lebedev <kedder@users.sourceforge.net>
parents: 1596
diff changeset
206 [<value>];[<value>]
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
207
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
208 Either first or second ``<value>`` can be omitted in both syntaxes.
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
209
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
210 For example, if you enter string "from 9:00" to "Creation date" field,
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
211 roundup will find all issues, that were created today since 9 AM.
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
212
2750
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
213 The ``<value>`` may also be an interval, as described in the next section.
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
214 Searching of "-2m; -1m" on activity field gives you issues which were
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
215 active between period of time since 2 months up-till month ago.
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
216
2910
5c0e5abcb5e3 doc updates
Richard Jones <richard@users.sourceforge.net>
parents: 2750
diff changeset
217 Other possible examples (consider local time is 2003-03-08.22:07:48):
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
218
2750
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
219 - "from 2-12 to 4-2" means
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
220 <Range from 2003-02-12.00:00:00 to 2003-04-02.00:00:00>
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
221 - "FROM 18:00 TO +2m" means
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
222 <Range from 2003-03-08.18:00:00 to 2003-05-08.20:07:48>
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
223 - "12:00;" means
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
224 <Range from 2003-03-08.12:00:00 to None>
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
225 - "tO +3d" means
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
226 <Range from None to 2003-03-11.20:07:48>
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
227 - "2002-11-10; 2002-12-12" means
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
228 <Range from 2002-11-10.00:00:00 to 2002-12-12.00:00:00>
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
229 - "; 20:00 +1d" means
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
230 <Range from None to 2003-03-09.20:00:00>
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
231 - "2003" means
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
232 <Range from 2003-01-01.00:00:00 to 2003-12-31.23:59:59>
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
233 - "2003-04" means
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
234 <Range from 2003-04-01.00:00:00 to 2003-04-30.23:59:59>
7064
3359dc1dabb0 Add OAuth authentication to the mailgw script
Ralf Schlatterbeck <rsc@runtux.com>
parents: 7048
diff changeset
235
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
236
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
237 Interval properties
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
238 ~~~~~~~~~~~~~~~~~~~
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
239
2750
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
240 Date intervals are specified using the suffixes "y", "m", and "d". The
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
241 suffix "w" (for "week") means 7 days. Time intervals are specified in
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
242 hh:mm:ss format (the seconds may be omitted, but the hours and minutes
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
243 may not).
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
244
2750
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
245 - "3y" means three years
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
246 - "2y 1m" means two years and one month
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
247 - "1m 25d" means one month and 25 days
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
248 - "2w 3d" means two weeks and three days
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
249 - "1d 2:50" means one day, two hours, and 50 minutes
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
250 - "14:00" means 14 hours
a97bbd72a643 copy date/interval formatting from design spec to user guide
Richard Jones <richard@users.sourceforge.net>
parents: 2409
diff changeset
251 - "0:04:33" means four minutes and 33 seconds
1596
33a0d94c7658 searching on ranges of intervals is implemented
Andrey Lebedev <kedder@users.sourceforge.net>
parents: 1588
diff changeset
252
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
253
2138
f76d1642014a doc cleanup, editing and creation of a What's New
Richard Jones <richard@users.sourceforge.net>
parents: 2136
diff changeset
254 Simple support for collision detection
f76d1642014a doc cleanup, editing and creation of a What's New
Richard Jones <richard@users.sourceforge.net>
parents: 2136
diff changeset
255 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
f76d1642014a doc cleanup, editing and creation of a What's New
Richard Jones <richard@users.sourceforge.net>
parents: 2136
diff changeset
256
f76d1642014a doc cleanup, editing and creation of a What's New
Richard Jones <richard@users.sourceforge.net>
parents: 2136
diff changeset
257 Item edit pages remember when the item was last edited. When a form is
f76d1642014a doc cleanup, editing and creation of a What's New
Richard Jones <richard@users.sourceforge.net>
parents: 2136
diff changeset
258 submitted, the user will be informed if someone else has edited the item
f76d1642014a doc cleanup, editing and creation of a What's New
Richard Jones <richard@users.sourceforge.net>
parents: 2136
diff changeset
259 at the same time they tried to.
f76d1642014a doc cleanup, editing and creation of a What's New
Richard Jones <richard@users.sourceforge.net>
parents: 2136
diff changeset
260
f76d1642014a doc cleanup, editing and creation of a What's New
Richard Jones <richard@users.sourceforge.net>
parents: 2136
diff changeset
261
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
262 Web Interface
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
263 =============
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
264
2409
Richard Jones <richard@users.sourceforge.net>
parents: 2138
diff changeset
265 .. note::
Richard Jones <richard@users.sourceforge.net>
parents: 2138
diff changeset
266 This document contains screenshots of the default look and feel.
Richard Jones <richard@users.sourceforge.net>
parents: 2138
diff changeset
267 Your site may have a slightly (or very) different look, but the
Richard Jones <richard@users.sourceforge.net>
parents: 2138
diff changeset
268 functionality will be very similar, and the concepts still hold.
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
269
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
270 The web interface is broken up into the following parts:
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
271
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
272 1. `lists of items`_,
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
273 2. `display, edit or entry of an item`_, and
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
274 3. `searching page`_.
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
275
7278
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
276 In addition to the graphical web interface, Roundup has `REST`_ and
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
277 `XMLRPC`_ interfaces. These can be used by advanced users and
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
278 programmers to automate tasks and integrate with other programs.
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
279
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
280 .. _REST: rest.html
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
281 .. _XMLRPC: xmlrpc.html
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
282
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
283 Lists of Items
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
284 --------------
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
285
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
286 The first thing you'll see when you log into Roundup will be a list of
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
287 open (ie. not resolved) issues. This list has been generated by a bunch
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
288 of controls `under the covers`_ but for now, you can see something like:
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
289
3756
068b3d7d4279 images for user guide
Richard Jones <richard@users.sourceforge.net>
parents: 3754
diff changeset
290 .. image:: images/index_logged_out.png
7278
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
291 :width: 675
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
292 :height: 450
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
293 :alt: Image of the classic Roundup tracker showing a list of issues
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
294 that one would see before logging in.
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
295
3756
068b3d7d4279 images for user guide
Richard Jones <richard@users.sourceforge.net>
parents: 3754
diff changeset
296 The screen is divided up into three sections. There's a title which tells
068b3d7d4279 images for user guide
Richard Jones <richard@users.sourceforge.net>
parents: 3754
diff changeset
297 you where you are, a sidebar which contains useful navigation tools and a
068b3d7d4279 images for user guide
Richard Jones <richard@users.sourceforge.net>
parents: 3754
diff changeset
298 body which usually displays either a list of items or a single item from
068b3d7d4279 images for user guide
Richard Jones <richard@users.sourceforge.net>
parents: 3754
diff changeset
299 the tracker.
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
300
6257
f9c059921ccc Document password reset mechanism in web interface.
John Rouillard <rouilj@ieee.org>
parents: 6174
diff changeset
301 You may register, reset your password or log in. Registration takes
f9c059921ccc Document password reset mechanism in web interface.
John Rouillard <rouilj@ieee.org>
parents: 6174
diff changeset
302 you to:
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
303
3756
068b3d7d4279 images for user guide
Richard Jones <richard@users.sourceforge.net>
parents: 3754
diff changeset
304 .. image:: images/registration.png
7278
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
305 :width: 675
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
306 :height: 450
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
307 :alt: A registration form with fields for name, login name,
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
308 password etc.
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
309
6257
f9c059921ccc Document password reset mechanism in web interface.
John Rouillard <rouilj@ieee.org>
parents: 6174
diff changeset
310 Clicking on the "Lost your login?" link allows you to reset your
f9c059921ccc Document password reset mechanism in web interface.
John Rouillard <rouilj@ieee.org>
parents: 6174
diff changeset
311 password. Resetting your password takes you to:
f9c059921ccc Document password reset mechanism in web interface.
John Rouillard <rouilj@ieee.org>
parents: 6174
diff changeset
312
f9c059921ccc Document password reset mechanism in web interface.
John Rouillard <rouilj@ieee.org>
parents: 6174
diff changeset
313 .. image:: images/reset.png
7278
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
314 :width: 605
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
315 :height: 495
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
316 :alt: A form with email address and username fields that will
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
317 trigger a password reset when submitted.
6257
f9c059921ccc Document password reset mechanism in web interface.
John Rouillard <rouilj@ieee.org>
parents: 6174
diff changeset
318
f9c059921ccc Document password reset mechanism in web interface.
John Rouillard <rouilj@ieee.org>
parents: 6174
diff changeset
319 You can enter your username to get a reset email sent to your primary
f9c059921ccc Document password reset mechanism in web interface.
John Rouillard <rouilj@ieee.org>
parents: 6174
diff changeset
320 E-mail address. Otherwise you can enter your primary E-mail address or
f9c059921ccc Document password reset mechanism in web interface.
John Rouillard <rouilj@ieee.org>
parents: 6174
diff changeset
321 an Alternate E-mail address to get a reset email sent to that address.
f9c059921ccc Document password reset mechanism in web interface.
John Rouillard <rouilj@ieee.org>
parents: 6174
diff changeset
322 The reset email includes a verification link that can be used to
6807
30bb17dc9f82 add expiration of verification link
John Rouillard <rouilj@ieee.org>
parents: 6774
diff changeset
323 complete the password reset. The verification link expires in a week.
6257
f9c059921ccc Document password reset mechanism in web interface.
John Rouillard <rouilj@ieee.org>
parents: 6174
diff changeset
324
3756
068b3d7d4279 images for user guide
Richard Jones <richard@users.sourceforge.net>
parents: 3754
diff changeset
325 Once you're logged in, the sidebar changes to:
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
326
3756
068b3d7d4279 images for user guide
Richard Jones <richard@users.sourceforge.net>
parents: 3754
diff changeset
327 .. image:: images/index_logged_in.png
7278
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
328 :width: 182
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
329 :height: 399
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
330 :alt: Navigation sidebar after login showing multiple links. It now
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
331 includes a link labeled "My Details" for the user's settings.
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
332
3756
068b3d7d4279 images for user guide
Richard Jones <richard@users.sourceforge.net>
parents: 3754
diff changeset
333 You can now get to your "My Details" page:
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
334
3756
068b3d7d4279 images for user guide
Richard Jones <richard@users.sourceforge.net>
parents: 3754
diff changeset
335 .. image:: images/my_details.png
7278
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
336 :width: 667
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
337 :height: 558
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
338 :alt: A form allowing the user to change username, real name, email
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
339 address and it also shows activity done by the user.
1228
Richard Jones <richard@users.sourceforge.net>
parents: 1199
diff changeset
340
Richard Jones <richard@users.sourceforge.net>
parents: 1199
diff changeset
341 Display, edit or entry of an item
Richard Jones <richard@users.sourceforge.net>
parents: 1199
diff changeset
342 ---------------------------------
Richard Jones <richard@users.sourceforge.net>
parents: 1199
diff changeset
343
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
344 Create a new issue with "create new" under the issue subheading. This
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
345 will take you to:
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
346
3756
068b3d7d4279 images for user guide
Richard Jones <richard@users.sourceforge.net>
parents: 3754
diff changeset
347 .. image:: images/new_issue.png
7278
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
348 :width: 648
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
349 :height: 277
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
350 :alt: A form for entering a new issue with title, priority, status
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
351 and other fields. All fields are empty. It also includes an
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
352 entry box for typing free form text to describe the issue.
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
353
3756
068b3d7d4279 images for user guide
Richard Jones <richard@users.sourceforge.net>
parents: 3754
diff changeset
354 Editing an issue uses the same form, though now you'll see attached files
068b3d7d4279 images for user guide
Richard Jones <richard@users.sourceforge.net>
parents: 3754
diff changeset
355 and messages, and the issue history at the bottom of the page:
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
356
3756
068b3d7d4279 images for user guide
Richard Jones <richard@users.sourceforge.net>
parents: 3754
diff changeset
357 .. image:: images/edit_issue.png
7278
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
358 :width: 650
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
359 :height: 535
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
360 :alt: A form for editing an issue with title, priority, status
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
361 and other fields filled in. It also includes an entry box for
e2f257ef737f alt text for images; captions for tables; RESt/XMLRPC reference
John Rouillard <rouilj@ieee.org>
parents: 7252
diff changeset
362 typing free form text to describe the issue.
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
363
6469
98082155ffea Document "Make a copy" link
John Rouillard <rouilj@ieee.org>
parents: 6408
diff changeset
364 The "Make a copy" link duplicate the current issue copying most of the
98082155ffea Document "Make a copy" link
John Rouillard <rouilj@ieee.org>
parents: 6408
diff changeset
365 properties to a new issue. This is useful for splitting am issue into
98082155ffea Document "Make a copy" link
John Rouillard <rouilj@ieee.org>
parents: 6408
diff changeset
366 sub-issues that can be assigned to different people.
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
367
1228
Richard Jones <richard@users.sourceforge.net>
parents: 1199
diff changeset
368 Searching Page
Richard Jones <richard@users.sourceforge.net>
parents: 1199
diff changeset
369 --------------
Richard Jones <richard@users.sourceforge.net>
parents: 1199
diff changeset
370
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
371 See `entering values in your tracker`_ for an explanation of what you
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
372 may type into the search form.
1588
1ac46e7e4150 more doc work - new improved overview doc
Richard Jones <richard@users.sourceforge.net>
parents: 1575
diff changeset
373
1ac46e7e4150 more doc work - new improved overview doc
Richard Jones <richard@users.sourceforge.net>
parents: 1575
diff changeset
374
2136
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
375 Saving queries
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
376 ~~~~~~~~~~~~~~
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
377
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
378 You may save queries in the tracker by giving the query a name. Each user
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
379 may only have one query with a given name - if a subsequent search is
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
380 performed with the same query name supplied, then it will edit the
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
381 existing query of the same name.
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
382
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
383 Queries may be marked as "private". These queries are only visible to the
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
384 user that created them. If they're not marked "private" then all other
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
385 users may include the query in their list of "Your Queries". Marking it as
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
386 private at a later date does not affect users already using the query, nor
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
387 does deleting the query.
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
388
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
389 If a user subsequently creates or edits a public query, a new personal
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
390 version of that query is made, with the same editing rules as described
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
391 above.
ee3cf6a44f29 queries on a per-user basis, and public queries [SF#891798] :)
Richard Jones <richard@users.sourceforge.net>
parents: 2028
diff changeset
392
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
393
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
394 Under the covers
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
395 ~~~~~~~~~~~~~~~~
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
396
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
397 The searching page converts your selections into the following
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
398 arguments:
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
399
3036
8fa6b5747a53 updated searching / indexing docs
Richard Jones <richard@users.sourceforge.net>
parents: 2910
diff changeset
400 ============ =============================================================
8fa6b5747a53 updated searching / indexing docs
Richard Jones <richard@users.sourceforge.net>
parents: 2910
diff changeset
401 Argument Description
8fa6b5747a53 updated searching / indexing docs
Richard Jones <richard@users.sourceforge.net>
parents: 2910
diff changeset
402 ============ =============================================================
5827
c263187e82d1 Fix typos.
John Rouillard <rouilj@ieee.org>
parents: 5610
diff changeset
403 @sort sort by prop name, optionally preceded with '-' to give
3696
790363e96852 Sorting/grouping by multiple properties.
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents: 3650
diff changeset
404 descending or nothing for ascending sorting. The sort
790363e96852 Sorting/grouping by multiple properties.
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents: 3650
diff changeset
405 argument can have several props separated with comma.
5827
c263187e82d1 Fix typos.
John Rouillard <rouilj@ieee.org>
parents: 5610
diff changeset
406 @group group by prop name, optionally preceded with '-' or to sort
3696
790363e96852 Sorting/grouping by multiple properties.
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents: 3650
diff changeset
407 in descending or nothing for ascending order. The group
790363e96852 Sorting/grouping by multiple properties.
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents: 3650
diff changeset
408 argument can have several props separated with comma.
3036
8fa6b5747a53 updated searching / indexing docs
Richard Jones <richard@users.sourceforge.net>
parents: 2910
diff changeset
409 @columns selects the columns that should be displayed. Default is
7064
3359dc1dabb0 Add OAuth authentication to the mailgw script
Ralf Schlatterbeck <rsc@runtux.com>
parents: 7048
diff changeset
410 all.
3036
8fa6b5747a53 updated searching / indexing docs
Richard Jones <richard@users.sourceforge.net>
parents: 2910
diff changeset
411 @filter indicates which properties are being used in filtering.
8fa6b5747a53 updated searching / indexing docs
Richard Jones <richard@users.sourceforge.net>
parents: 2910
diff changeset
412 Default is none.
8fa6b5747a53 updated searching / indexing docs
Richard Jones <richard@users.sourceforge.net>
parents: 2910
diff changeset
413 propname selects the values the item properties given by propname must
8fa6b5747a53 updated searching / indexing docs
Richard Jones <richard@users.sourceforge.net>
parents: 2910
diff changeset
414 have (very basic search/filter).
8fa6b5747a53 updated searching / indexing docs
Richard Jones <richard@users.sourceforge.net>
parents: 2910
diff changeset
415 @search_text performs a full-text search (message bodies, issue titles,
8fa6b5747a53 updated searching / indexing docs
Richard Jones <richard@users.sourceforge.net>
parents: 2910
diff changeset
416 etc)
8fa6b5747a53 updated searching / indexing docs
Richard Jones <richard@users.sourceforge.net>
parents: 2910
diff changeset
417 ============ =============================================================
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
418
7406
8bc4246480bf Link designator terms to glossary; expand permission doc; typo fixes
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
419 You may manually write URLs that contain these arguments, like so
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
420 (whitespace has been added for clarity)::
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
421
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
422 /issue?status=unread,in-progress,resolved&
3904
91008ec8f9a0 retire "topic" usage
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3756
diff changeset
423 keyword=security,ui&
3696
790363e96852 Sorting/grouping by multiple properties.
Ralf Schlatterbeck <schlatterbeck@users.sourceforge.net>
parents: 3650
diff changeset
424 @group=priority,-status&
3036
8fa6b5747a53 updated searching / indexing docs
Richard Jones <richard@users.sourceforge.net>
parents: 2910
diff changeset
425 @sort=-activity&
3904
91008ec8f9a0 retire "topic" usage
Justus Pendleton <jpend@users.sourceforge.net>
parents: 3756
diff changeset
426 @filters=status,keyword&
3036
8fa6b5747a53 updated searching / indexing docs
Richard Jones <richard@users.sourceforge.net>
parents: 2910
diff changeset
427 @columns=title,status,fixer
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
428
6592
828e2eaee7cd Document full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
429 Full text search using the xapian, whoosh and native indexers treats
828e2eaee7cd Document full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
430 the search query as a series of space separated words. Any word less
6613
2eec7a500333 Doc updates for indexers.
John Rouillard <rouilj@ieee.org>
parents: 6592
diff changeset
431 than 2 characters or more than 50 characters is discarded. Also a
6592
828e2eaee7cd Document full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
432 stoplist is used to remove common words like "with", "and"
828e2eaee7cd Document full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
433 etc. Additional stoplist words can be added in the tracker's
828e2eaee7cd Document full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
434 config.ini file. Once filtering of the word list is done, each indexed
828e2eaee7cd Document full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
435 item (e.g. title, file or message content ...) is searched and if all
828e2eaee7cd Document full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
436 the terms are found in the item the item is returned. Then the items
828e2eaee7cd Document full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
437 are mapped to an issue and the list of matching issues is generated.
828e2eaee7cd Document full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
438
828e2eaee7cd Document full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
439 Other searching backends such as native-fts can be used in which case
828e2eaee7cd Document full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
440 the filtering above is not used. The search query can support
828e2eaee7cd Document full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
441 structure such as quoted phrases, matching one term or another rather
828e2eaee7cd Document full text search
John Rouillard <rouilj@ieee.org>
parents: 6586
diff changeset
442 than both (or search), prefixes etc. In this case you should look at
6613
2eec7a500333 Doc updates for indexers.
John Rouillard <rouilj@ieee.org>
parents: 6592
diff changeset
443 the `documentation for configuring the native-fts`_ backend to find
2eec7a500333 Doc updates for indexers.
John Rouillard <rouilj@ieee.org>
parents: 6592
diff changeset
444 the supported format and features.
2eec7a500333 Doc updates for indexers.
John Rouillard <rouilj@ieee.org>
parents: 6592
diff changeset
445
2eec7a500333 Doc updates for indexers.
John Rouillard <rouilj@ieee.org>
parents: 6592
diff changeset
446 .. _`documentation for configuring the native-fts`: admin_guide.html#configuring-native-fts-full-text-search
1575
f5d53a939b67 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 1570
diff changeset
447
8171
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
448 Advanced Searching with Property Expressions
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
449 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
450
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
451 You can create more advanced searches in your tracker by using Reverse
8173
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
452 Polish Notation (`RPN`_) to make property expressions. By default,
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
453 when filtering by multiple items, the expression type is 'or'. For
8171
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
454 instance, if you filter the property assignedto by adding the query
8173
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
455 string element ``assignedto=2,3,40``, it matches users numbered ``2 or
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
456 3 or 40``. In RPN, this would be written as ``2, 3, or, 4,
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
457 or``. Roundup uses negative numbers to represent operators. For
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
458 example, using "-1" for a single value (e.g. the assignedto Link
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
459 property, but not the keyword multivalued/MultiLink property) matches
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
460 an issue where the property is 'not set'.
8171
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
461
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
462 The operators and their corresponding numbers are:
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
463
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
464 * 'not' is represented by -2
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
465 * 'and' is represented by -3
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
466 * 'or' is represented by -4
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
467
8173
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
468 So, ``assignedto=2,3,40`` is the same as
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
469 ``assignedto=2,3,-4,40,-4``. While this example is the same as
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
470 ``2,3,40``, the expression ``keyword=1,2,-3,-2`` filters issues that
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
471 don't have both keywords 1 and 2.
8171
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
472
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
473 Another example is: ``creator=3,-2,1,-2,-3``. This is the same as the
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
474 expression: ``(not user3) and (not user1)``. Using the rules of logic,
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
475 this is the same as: ``not (user3 or user1)`` which is expressed in
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
476 RPN as ``creator=3,1,-4,-2``. Compare this to ``creator=3,1,-2`` which
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
477 returns issues created by user3 or any user other than user1.
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
478
8173
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
479 Another example, useful when filtering issues, is::
8172
6a58acc3f39f docs: new example, summary issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8171
diff changeset
480
6a58acc3f39f docs: new example, summary issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8171
diff changeset
481 keyword=-1,-2,1,8,-3,-2,-3
6a58acc3f39f docs: new example, summary issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8171
diff changeset
482
6a58acc3f39f docs: new example, summary issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8171
diff changeset
483 which returns issues that have one or more keywords set and the issue
6a58acc3f39f docs: new example, summary issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8171
diff changeset
484 does not have keyword1 and keyword8 both set. In more standard infix
8173
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
485 form::
8172
6a58acc3f39f docs: new example, summary issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8171
diff changeset
486
6a58acc3f39f docs: new example, summary issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8171
diff changeset
487 not empty and not (keyword1 and keyword8)
6a58acc3f39f docs: new example, summary issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8171
diff changeset
488
8173
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
489 Typing these expressions manually can be tiresome and tricky. On the
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
490 search page, there's an expression editor. You can access it by
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
491 clicking on the ``(expr)`` link, which makes creating these
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
492 expressions a bit easier.
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
493
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
494 Note that errors in your expression (e.g. a missing operand) are
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
495 silently ignored and a fallback search is conducted. This is
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
496 `considered a bug <https://issues.roundup-tracker.org/issue2551374>`_
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
497 and will hopefully be fixed in the future. But at least you can use
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
498 this info to understand the search syntax in the URL if you see
079958914ed7 doc/test: issue2551374 - add error handling for filter expressions
John Rouillard <rouilj@ieee.org>
parents: 8172
diff changeset
499 something strange.
8171
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
500
7971
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
501 Using the Classhelper
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
502 ---------------------
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
503
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
504 The classhelper makes finding the id number or name for linked items
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
505 easier. It is usually invoked from the parent window by clicking on
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
506 the ``(list)`` link. There are two classhelpers: classic and
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
507 component. This documentation discusses the newer component
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
508 classhelper available with Roundup 2.4.0 or newer. If there is a
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
509 problem with the component classhelper, it reports the problem and
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
510 falls back to using the classic classhelper.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
511
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
512 The component classhelper is displayed in a popup window. You can
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
513 interact with the original window by moving the popup out of the way
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
514 or minimizing it. If you don't see a popup, check to see if your
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
515 browser has disabled popup windows.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
516
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
517 The classhelper has three parts:
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
518
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
519 1. an optional search pane
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
520 2. a selection pane
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
521 3. an accumulator pane
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
522
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
523 .. image:: images/classhelper-issue-all.png
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
524 :width: 675
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
525 :height: 914
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
526 :alt: Image of the new component classhelper popup. The image shows
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
527 the operating system window decorations with a title of "Superseder
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
528 Classhelper - issue2". Then it shows a search panel with options to
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
529 enter text to search issue titles or status and a select/dropdown
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
530 to search by a keyword on the issue. Below the options are search
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
531 and reset buttons. Below the search panel is a selection
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
532 panel that shows buttons to move to the previous or next pages and
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
533 says that it is displaying items 26 to 50. This is followed by a
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
534 scrollable table of issues where each row has a checkbox and the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
535 box for issue 114 is checked. At the bottom of the window is a text
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
536 box that lists a number of issue numbers including 114. To the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
537 right of the text box are apply and cancel buttons.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
538
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
539
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
540 The search pane has text or select/dropdown fields to search for a
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
541 matching item. The image above shows a search for issues. The Title
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
542 and Status properties can be matched using a text input while the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
543 Keyword property can be selected from a dropdown. Hitting enter while
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
544 in a text input will trigger a search and the results will be
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
545 displayed below the search pane in the selection pane. Tabbing to the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
546 search button and pressing enter will also trigger a search. The reset
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
547 button will clear the search form.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
548
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
549 Below the search pane is the select pane. It lists the number of items
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
550 displayed (26-50) and includes two buttons to move to the previous or
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
551 next page of search results. If there is no search pane, this will
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
552 display a page of items from all the items in the class. Below the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
553 pagination component is the scrollable selection table. Each row in
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
554 the table has a checkbox and one or more columns of data about the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
555 item. Clicking on a row toggles the item's checkbox and adds or
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
556 removes the id or name for the item in the accumulator's
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
557 display. Arrow keys or tab/shift-tab can be used to scroll through
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
558 each item in the selection table. The space key or enter will
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
559 select/deselect the item. You can jump to the page controls using the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
560 '<' and '>' keys. Once the page control button is focused, press enter
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
561 to trigger a page change.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
562
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
563 The bottom pane consists of a text input called the accumulator
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
564 display. It lists all the items that have been selected. The first two
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
565 items in this example were selected from the previous selection
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
566 page. Next to the display are the apply and cancel buttons. You can
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
567 jump to the apply button quickly by pressing Shift-Enter as long as
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
568 you are not in a search input. Once the apply button is focused, press
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
569 enter to copy the items in the display to the associated field on the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
570 parent window. If you activate the cancel button or close the window
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
571 using the window decoration, the classhelper will close and not change
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
572 the parent window.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
573
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
574 The classhelper can also be used in read-only mode. In this mode, the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
575 accumulator is not shown. Also the checkboxes are not displayed. To
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
576 close the classhelper in read-only mode use the window decoration or a
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
577 hotkey (e.g. control-w).
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
578
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
579 You can have multiple classhelpers up at a time. The title on the
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
580 window identifies the property and item the classhelper will
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
581 modify. For example the image shows the superseder for issue2.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
582
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
583 Do not refresh the classhelper window using the ``F5`` key. This will
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
584 erase the contents of the window and you will have to close it and
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
585 invoke the link from the parent window again.
fe0348bbe45b issue2551353 - Add roundup-classhelper for 2.4.0 release
John Rouillard <rouilj@ieee.org>
parents: 7406
diff changeset
586
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
587 Access Controls
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
588 ---------------
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
589
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
590 User access is controlled through Permissions. These are are grouped
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
591 into Roles, and users have a comma-separated list of Roles assigned to
7406
8bc4246480bf Link designator terms to glossary; expand permission doc; typo fixes
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
592 them. Roles can allow you to access:
1317
28ae91aae74f clarifications
Richard Jones <richard@users.sourceforge.net>
parents: 1282
diff changeset
593
7406
8bc4246480bf Link designator terms to glossary; expand permission doc; typo fixes
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
594 - an entire class of items (e.g. issues)
8bc4246480bf Link designator terms to glossary; expand permission doc; typo fixes
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
595 - only certain fields of a class (e.g. you can see the username but
8bc4246480bf Link designator terms to glossary; expand permission doc; typo fixes
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
596 not the phone number of other users)
8bc4246480bf Link designator terms to glossary; expand permission doc; typo fixes
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
597 - fields or classes based on your relationship to an item (e.g.
8bc4246480bf Link designator terms to glossary; expand permission doc; typo fixes
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
598 you can see the phone number of your user entry since you are the
8bc4246480bf Link designator terms to glossary; expand permission doc; typo fixes
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
599 owner of your user entry)
8bc4246480bf Link designator terms to glossary; expand permission doc; typo fixes
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
600
8bc4246480bf Link designator terms to glossary; expand permission doc; typo fixes
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
601 Other permissions divide access controls up into answering questions
8bc4246480bf Link designator terms to glossary; expand permission doc; typo fixes
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
602 like:
1317
28ae91aae74f clarifications
Richard Jones <richard@users.sourceforge.net>
parents: 1282
diff changeset
603
28ae91aae74f clarifications
Richard Jones <richard@users.sourceforge.net>
parents: 1282
diff changeset
604 - may the user edit issues ("Edit", "issue")
28ae91aae74f clarifications
Richard Jones <richard@users.sourceforge.net>
parents: 1282
diff changeset
605 - is the user allowed to use the web interface ("Web Access")
28ae91aae74f clarifications
Richard Jones <richard@users.sourceforge.net>
parents: 1282
diff changeset
606 - may the user edit other user's Roles through the web ("Web Roles")
28ae91aae74f clarifications
Richard Jones <richard@users.sourceforge.net>
parents: 1282
diff changeset
607
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
608 Any number of new Permissions and Roles may be created as described in
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
609 the customisation documentation. Examples of new access controls are:
1317
28ae91aae74f clarifications
Richard Jones <richard@users.sourceforge.net>
parents: 1282
diff changeset
610
28ae91aae74f clarifications
Richard Jones <richard@users.sourceforge.net>
parents: 1282
diff changeset
611 - only managers may sign off issues as complete
3529
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
612 - don't give users who register through e-mail web access
1317
28ae91aae74f clarifications
Richard Jones <richard@users.sourceforge.net>
parents: 1282
diff changeset
613 - let some users edit the details of all users
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
614
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
615 E-Mail Gateway
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
616 ==============
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
617
3529
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
618 Roundup trackers may be used to facilitate e-mail conversations around
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
619 issues. The "nosy" list attached to each issue indicates the users who
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
620 should receive e-mail when messages are added to the issue.
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
621
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
622 When e-mail comes into a tracker that identifies an issue in the subject
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
623 line, the content of the e-mail is attached to the issue.
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
624
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
625 You may even create new issues from e-mail messages.
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
626
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
627 E-mail sent to a tracker is examined for several pieces of information:
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
628
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
629 1. `subject-line information`_ identifying the purpose of the e-mail
1615
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
630 2. `sender identification`_ using the sender of the message
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
631 3. `e-mail message content`_ which is to be extracted
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
632 4. e-mail attachments which should be associated with the message
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
633
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
634
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
635 Subject-line information
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
636 ------------------------
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
637
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
638 The subject line of the incoming message is examined to find one of:
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
639
5827
c263187e82d1 Fix typos.
John Rouillard <rouilj@ieee.org>
parents: 5610
diff changeset
640 1. a case insensitive ``help``,
5056
d995ee7d49bf issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents: 5045
diff changeset
641 2. a match for ``-- key <OneTimeKey>``,
d995ee7d49bf issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents: 5045
diff changeset
642 3. the item that the message is responding to,
d995ee7d49bf issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents: 5045
diff changeset
643 4. the type of item the message should create, or
d995ee7d49bf issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents: 5045
diff changeset
644 5. we default the item class and try some trickiness.
d995ee7d49bf issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents: 5045
diff changeset
645
d995ee7d49bf issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents: 5045
diff changeset
646 If the subject is ``help`` (case insensitive), the gateway responds
5827
c263187e82d1 Fix typos.
John Rouillard <rouilj@ieee.org>
parents: 5610
diff changeset
647 with an explanation of the interface.
5056
d995ee7d49bf issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents: 5045
diff changeset
648
d995ee7d49bf issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents: 5045
diff changeset
649 If a one-time key is found, we're processing an in-progress
d995ee7d49bf issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents: 5045
diff changeset
650 registration confirmation.
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
651
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
652 If the subject line contains a prefix in ``[square brackets]`` then
7234
86862ed039fa issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents: 7093
diff changeset
653 we're looking at case 3 or 4 above. Spaces are allowed inside the
86862ed039fa issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents: 7093
diff changeset
654 brackets and after the class item name. So ``[issue2]`` and
7252
9c067ed4568b add pragma command to roundup-admin
John Rouillard <rouilj@ieee.org>
parents: 7234
diff changeset
655 ``[ issue 2 ]`` are treated the same where any white space is optional.
7234
86862ed039fa issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents: 7093
diff changeset
656 Any "re:" or "fwd:" prefixes are stripped off the subject line before
86862ed039fa issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents: 7093
diff changeset
657 we start looking for real information.
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
658
7406
8bc4246480bf Link designator terms to glossary; expand permission doc; typo fixes
John Rouillard <rouilj@ieee.org>
parents: 7279
diff changeset
659 If an item :term:`designator` (class name and id number, for example
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
660 ``issue123``) is found there, a new "msg" item is added to the
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
661 "messages" property for that item, and any new "file" items are added to
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
662 the "files" property for the item.
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
663
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
664 If just an item class name is found there, we attempt to create a new
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
665 item of that class with its "messages" property initialized to contain
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
666 the new "msg" item and its "files" property initialized to contain any
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
667 new "file" items.
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
668
5056
d995ee7d49bf issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents: 5045
diff changeset
669 The fifth case above - where no ``[information]`` is provided, the
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
670 tracker's ``MAIL_DEFAULT_CLASS`` configuration variable defines what
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
671 class of item the message relates to. We try to match the subject line
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
672 to an existing item of the default class, and if there's a match, the
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
673 message is related to that matched item. If not, then a new item of the
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
674 default class is created.
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
675
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
676
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
677 Setting Properties
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
678 ~~~~~~~~~~~~~~~~~~
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
679
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
680 The e-mail interface also provides a simple way to set properties on
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
681 items. At the end of the subject line, propname=value pairs can be
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
682 specified in square brackets, using the same conventions as for the
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
683 roundup set shell command.
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
684
8052
d54af8964fe3 docs: fix unwanted highlighting.
John Rouillard <rouilj@ieee.org>
parents: 8032
diff changeset
685 .. highlight:: text
d54af8964fe3 docs: fix unwanted highlighting.
John Rouillard <rouilj@ieee.org>
parents: 8032
diff changeset
686
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
687 For example,
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
688
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
689 - setting the priority of an issue::
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
690
4298
f6468c5e1493 Fix typo in email section of user guide, fixes issue2550607
Richard Jones <richard@users.sourceforge.net>
parents: 4036
diff changeset
691 Subject: Re: [issue2] the coffee machine is broken! [priority=urgent]
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
692
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
693 - adding yourself to a nosy list::
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
694
7234
86862ed039fa issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents: 7093
diff changeset
695 Subject: Re: [ issue2 ] we're out of widgets [nosy=+richard]
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
696
1282
2feb3e0a9955 included doc ideas from Bernhard Reiter
Richard Jones <richard@users.sourceforge.net>
parents: 1267
diff changeset
697 - setting the nosy list to just you and cliff::
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
698
7234
86862ed039fa issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents: 7093
diff changeset
699 Subject: Re: [issue 2] we're out of widgets [nosy=richard,cliff]
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
700
1282
2feb3e0a9955 included doc ideas from Bernhard Reiter
Richard Jones <richard@users.sourceforge.net>
parents: 1267
diff changeset
701 - removing yourself from a nosy list and setting the priority::
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
702
7234
86862ed039fa issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents: 7093
diff changeset
703 Subject: Re: [ issue 2 ] we're out of widgets [nosy=-richard;priority=bug]
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
704
8052
d54af8964fe3 docs: fix unwanted highlighting.
John Rouillard <rouilj@ieee.org>
parents: 8032
diff changeset
705 .. highlight:: python3
d54af8964fe3 docs: fix unwanted highlighting.
John Rouillard <rouilj@ieee.org>
parents: 8032
diff changeset
706
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
707 In all cases, the message relates to issue 2. The ``Re:`` prefix is
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
708 stripped off.
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
709
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
710
1267
a28dfdb6c9a5 doc refinement
Richard Jones <richard@users.sourceforge.net>
parents: 1228
diff changeset
711 Automatic Properties
a28dfdb6c9a5 doc refinement
Richard Jones <richard@users.sourceforge.net>
parents: 1228
diff changeset
712 ~~~~~~~~~~~~~~~~~~~~
a28dfdb6c9a5 doc refinement
Richard Jones <richard@users.sourceforge.net>
parents: 1228
diff changeset
713
a28dfdb6c9a5 doc refinement
Richard Jones <richard@users.sourceforge.net>
parents: 1228
diff changeset
714 **status of new issues**
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
715 When a new message is received that is not identified as being related
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
716 to an existing issue, it creates a new issue. The status of the new
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
717 issue is defaulted to "unread".
1267
a28dfdb6c9a5 doc refinement
Richard Jones <richard@users.sourceforge.net>
parents: 1228
diff changeset
718
a28dfdb6c9a5 doc refinement
Richard Jones <richard@users.sourceforge.net>
parents: 1228
diff changeset
719 **reopening of resolved issues**
a28dfdb6c9a5 doc refinement
Richard Jones <richard@users.sourceforge.net>
parents: 1228
diff changeset
720 When a message is is received for a resolved issue, the issue status is
a28dfdb6c9a5 doc refinement
Richard Jones <richard@users.sourceforge.net>
parents: 1228
diff changeset
721 automatically reset to "chatting" to indicate new information has been
a28dfdb6c9a5 doc refinement
Richard Jones <richard@users.sourceforge.net>
parents: 1228
diff changeset
722 received.
a28dfdb6c9a5 doc refinement
Richard Jones <richard@users.sourceforge.net>
parents: 1228
diff changeset
723
a28dfdb6c9a5 doc refinement
Richard Jones <richard@users.sourceforge.net>
parents: 1228
diff changeset
724
1615
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
725 Sender identification
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
726 ---------------------
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
727
3529
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
728 If the sender of an e-mail is unknown to Roundup (looking up both user
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
729 primary e-mail addresses and their alternate addresses) then a new user
4018
17bdd79a3ae1 clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents: 3904
diff changeset
730 may be created, depending on tracker configuration (see the `Admin
17bdd79a3ae1 clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents: 3904
diff changeset
731 Guide`_ section "Users and Security" for configuration details.)
17bdd79a3ae1 clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents: 3904
diff changeset
732
17bdd79a3ae1 clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents: 3904
diff changeset
733 .. _`Admin Guide`: admin_guide.html
17bdd79a3ae1 clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents: 3904
diff changeset
734
17bdd79a3ae1 clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents: 3904
diff changeset
735 The new user will have their username set to the "user" part of
17bdd79a3ae1 clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents: 3904
diff changeset
736 "user@domain" in their e-mail address. Their password will be
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
737 completely randomised, and they'll have to visit the web interface to
2409
Richard Jones <richard@users.sourceforge.net>
parents: 2138
diff changeset
738 have it changed. Some sites don't allow web access by users who register
3529
4fd84dcfed33 more explanation
Richard Jones <richard@users.sourceforge.net>
parents: 3036
diff changeset
739 via e-mail like this.
1615
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
740
7b680b906417 more user docco
Richard Jones <richard@users.sourceforge.net>
parents: 1599
diff changeset
741
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
742 E-Mail Message Content
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
743 ----------------------
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
744
6408
ef7bc1fac35a Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents: 6257
diff changeset
745 By default Roundup only associates plain text (MIME type
ef7bc1fac35a Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents: 6257
diff changeset
746 ``text/plain``) as messages for items. Any other parts of a message
ef7bc1fac35a Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents: 6257
diff changeset
747 are associated as downloadable files. If no plain text part is found,
ef7bc1fac35a Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents: 6257
diff changeset
748 the message is rejected. The tracker can be configured to enable
ef7bc1fac35a Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents: 6257
diff changeset
749 ``convert_htmltotext``. If this is enabled, an email with an HTML
ef7bc1fac35a Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents: 6257
diff changeset
750 message (MIME type ``text/html``) and no ``text/plain`` part will be
ef7bc1fac35a Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents: 6257
diff changeset
751 accepted. The first HTML part will be converted to text and used as
ef7bc1fac35a Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents: 6257
diff changeset
752 the message for the item. Subsequent parts will be treated as
ef7bc1fac35a Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents: 6257
diff changeset
753 attachments.
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
754
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
755 To do this, incoming messages are examined for multiple parts:
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
756
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
757 * In a multipart/mixed message or part, each subpart is extracted and
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
758 examined. The text/plain subparts are assembled to form the textual
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
759 body of the message, to be stored in the file associated with a "msg"
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
760 class item. Any parts of other types are each stored in separate files
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
761 and given "file" class items that are linked to the "msg" item.
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
762 * In a multipart/alternative message or part, we look for a text/plain
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
763 subpart and ignore the other parts.
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
764
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
765 If the message is a response to a previous message, and contains quoted
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
766 sections, then these will be stripped out of the message if the
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
767 ``EMAIL_KEEP_QUOTED_TEXT`` configuration variable is set to ``'no'``.
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
768
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
769 Message summary
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
770 ~~~~~~~~~~~~~~~
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
771
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
772 The "summary" property on message items is taken from the first
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
773 non-quoting section in the message body. The message body is divided
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
774 into sections by blank lines. Sections where the second and all
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
775 subsequent lines begin with a ">" or "|" character are considered
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
776 "quoting sections". The first line of the first non-quoting section
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
777 becomes the summary of the message.
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
778
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
779
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
780 Address handling
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
781 ----------------
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
782
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
783 All of the addresses in the ``To:`` and ``Cc:`` headers of the incoming
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
784 message are looked up among the tracker users, and the corresponding
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
785 users are placed in the "recipients" property on the new "msg" item. The
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
786 address in the ``From:`` header similarly determines the "author"
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
787 property of the new "msg" item. The default handling for addresses that
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
788 don't have corresponding users is to create new users with no passwords
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
789 and a username equal to the address.
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
790
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
791 The addresses mentioned in the ``To:``, ``From:`` and ``Cc:`` headers of
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
792 the message may be added to the `nosy list`_ depending on:
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
793
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
794 ``ADD_AUTHOR_TO_NOSY``
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
795 Does the author of a message get placed on the nosy list automatically?
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
796 If 'new' is used, then the author will only be added when a message
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
797 creates a new issue. If 'yes', then the author will be added on
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
798 followups too. If 'no', they're never added to the nosy.
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
799
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
800 ``ADD_RECIPIENTS_TO_NOSY``
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
801 Do the recipients (To:, Cc:) of a message get placed on the nosy list?
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
802 If 'new' is used, then the recipients will only be added when a message
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
803 creates a new issue. If 'yes', then the recipients will be added on
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
804 followups too. If 'no', they're never added to the nosy.
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
805
5045
a46d5d0fd5f8 Fix issue1615201: Added a new configuration option EMAIL_KEEP_REAL_FROM
Peter Funk <pf@artcom-gmbh.de>
parents: 4929
diff changeset
806 Some organisations might prefer to have someone moderate emails before
7064
3359dc1dabb0 Add OAuth authentication to the mailgw script
Ralf Schlatterbeck <rsc@runtux.com>
parents: 7048
diff changeset
807 they are delivered into Roundup. Those might want to set the
5045
a46d5d0fd5f8 Fix issue1615201: Added a new configuration option EMAIL_KEEP_REAL_FROM
Peter Funk <pf@artcom-gmbh.de>
parents: 4929
diff changeset
808 configuration option ``EMAIL_KEEP_REAL_FROM`` to ``'yes'`` to avoid
a46d5d0fd5f8 Fix issue1615201: Added a new configuration option EMAIL_KEEP_REAL_FROM
Peter Funk <pf@artcom-gmbh.de>
parents: 4929
diff changeset
809 having the moderators address appearing as the creator of issues.
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
810
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
811 Nosy List
1199
cd58a8603424 half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents: 1098
diff changeset
812 ~~~~~~~~~
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
813
1228
Richard Jones <richard@users.sourceforge.net>
parents: 1199
diff changeset
814 Roundup watches for additions to the "messages" property of items.
Richard Jones <richard@users.sourceforge.net>
parents: 1199
diff changeset
815
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
816 When a new message is added, it is sent to all the users on the "nosy"
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
817 list for the item that are not already on the "recipients" list of the
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
818 message. Those users are then appended to the "recipients" property on
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
819 the message, so multiple copies of a message are never sent to the same
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
820 user. The journal recorded by the hyperdatabase on the "recipients"
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
821 property then provides a log of when the message was sent to whom.
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
822
1661
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
823 If the author of the message is also in the nosy list for the item that
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
824 the message is attached to, then the config var ``MESSAGES_TO_AUTHOR``
b9c1226cb600 Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents: 1615
diff changeset
825 is queried to determine if they get a nosy list copy of the message too.
881
85cc6e6a94b8 better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents: 753
diff changeset
826
8171
188b7a549f20 docs: issue2550698 - Document the logical expression search a bit
John Rouillard <rouilj@ieee.org>
parents: 8061
diff changeset
827 .. _`RPN`: https://en.wikipedia.org/wiki/Reverse_Polish_notation

Roundup Issue Tracker: http://roundup-tracker.org/