Mercurial > p > roundup > code
annotate doc/customizing.txt @ 1213:3a5e05edcd87
added doc for METAL
| author | Richard Jones <richard@users.sourceforge.net> |
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| date | Wed, 25 Sep 2002 06:20:09 +0000 |
| parents | e2b5f02cefe3 |
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1 =================== |
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2 Customising Roundup |
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3 =================== |
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4 |
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5 :Version: $Revision: 1.44 $ |
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6 |
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7 .. This document borrows from the ZopeBook section on ZPT. The original is at: |
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8 http://www.zope.org/Documentation/Books/ZopeBook/current/ZPT.stx |
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9 |
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10 .. contents:: |
| 1125 | 11 :depth: 1 |
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12 |
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13 What You Can Do |
| 1098 | 14 =============== |
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15 |
| 935 | 16 Customisation of Roundup can take one of five forms: |
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17 |
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18 1. `tracker configuration`_ file changes |
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19 2. database, or `tracker schema`_ changes |
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20 3. "definition" class `database content`_ changes |
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21 4. behavioural changes, through detectors_ |
| 935 | 22 5. `access controls`_ |
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23 |
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24 The third case is special because it takes two distinctly different forms |
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25 depending upon whether the tracker has been initialised or not. The other two |
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26 may be done at any time, before or after tracker initialisation. Yes, this |
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27 includes adding or removing properties from classes. |
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28 |
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29 |
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30 Trackers in a Nutshell |
| 1098 | 31 ====================== |
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32 |
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33 Trackers have the following structure: |
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34 |
| 1098 | 35 =================== ======================================================== |
| 36 Tracker File Description | |
| 37 =================== ======================================================== | |
| 38 config.py Holds the basic `tracker configuration`_ | |
| 39 dbinit.py Holds the `tracker schema`_ | |
| 40 interfaces.py Defines the Web and E-Mail interfaces for the tracker | |
| 41 select_db.py Selects the database back-end for the tracker | |
| 42 db/ Holds the tracker's database | |
| 43 db/files/ Holds the tracker's upload files and messages | |
| 44 detectors/ Auditors and reactors for this tracker | |
| 45 html/ Web interface templates, images and style sheets | |
| 46 =================== ======================================================== | |
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47 |
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48 Tracker Configuration |
| 1098 | 49 ===================== |
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50 |
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51 The config.py located in your tracker home contains the basic |
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52 configuration for the web and e-mail components of roundup's interfaces. This |
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53 file is a Python module. The configuration variables available are: |
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54 |
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55 **TRACKER_HOME** - ``os.path.split(__file__)[0]`` |
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56 The tracker home directory. The above default code will automatically |
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57 determine the tracker home for you. |
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58 |
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59 **MAILHOST** - ``'localhost'`` |
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60 The SMTP mail host that roundup will use to send e-mail. |
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61 |
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62 **MAIL_DOMAIN** - ``'your.tracker.email.domain.example'`` |
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63 The domain name used for email addresses. |
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64 |
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65 **DATABASE** - ``os.path.join(TRACKER_HOME, 'db')`` |
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66 This is the directory that the database is going to be stored in. By default |
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67 it is in the tracker home. |
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68 |
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69 **TEMPLATES** - ``os.path.join(TRACKER_HOME, 'html')`` |
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70 This is the directory that the HTML templates reside in. By default they are |
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71 in the tracker home. |
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72 |
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73 **TRACKER_NAME** - ``'Roundup issue tracker'`` |
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74 A descriptive name for your roundup tracker. This is sent out in e-mails and |
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75 appears in the heading of CGI pages. |
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76 |
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77 **TRACKER_EMAIL** - ``'issue_tracker@%s'%MAIL_DOMAIN`` |
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78 The email address that e-mail sent to roundup should go to. Think of it as the |
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79 tracker's personal e-mail address. |
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80 |
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81 **TRACKER_WEB** - ``'http://your.tracker.url.example/'`` |
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82 The web address that the tracker is viewable at. This will be included in |
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83 information sent to users of the tracker. |
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84 |
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85 **ADMIN_EMAIL** - ``'roundup-admin@%s'%MAIL_DOMAIN`` |
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86 The email address that roundup will complain to if it runs into trouble. |
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87 |
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88 **MESSAGES_TO_AUTHOR** - ``'yes'`` or``'no'`` |
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89 Send nosy messages to the author of the message. |
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90 |
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91 **ADD_AUTHOR_TO_NOSY** - ``'new'``, ``'yes'`` or ``'no'`` |
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92 Does the author of a message get placed on the nosy list automatically? |
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93 If ``'new'`` is used, then the author will only be added when a message |
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94 creates a new issue. If ``'yes'``, then the author will be added on followups |
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95 too. If ``'no'``, they're never added to the nosy. |
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96 |
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97 **ADD_RECIPIENTS_TO_NOSY** - ``'new'``, ``'yes'`` or ``'no'`` |
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98 Do the recipients (To:, Cc:) of a message get placed on the nosy list? |
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99 If ``'new'`` is used, then the recipients will only be added when a message |
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100 creates a new issue. If ``'yes'``, then the recipients will be added on |
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101 followups too. If ``'no'``, they're never added to the nosy. |
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102 |
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103 **EMAIL_SIGNATURE_POSITION** - ``'top'``, ``'bottom'`` or ``'none'`` |
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104 Where to place the email signature in messages that Roundup generates. |
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105 |
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106 **EMAIL_KEEP_QUOTED_TEXT** - ``'yes'`` or ``'no'`` |
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107 Keep email citations. Citations are the part of e-mail which the sender has |
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108 quoted in their reply to previous e-mail. |
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109 |
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110 **EMAIL_LEAVE_BODY_UNCHANGED** - ``'no'`` |
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111 Preserve the email body as is. Enabiling this will cause the entire message |
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112 body to be stored, including all citations and signatures. It should be |
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113 either ``'yes'`` or ``'no'``. |
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114 |
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115 **MAIL_DEFAULT_CLASS** - ``'issue'`` or ``''`` |
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116 Default class to use in the mailgw if one isn't supplied in email |
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117 subjects. To disable, comment out the variable below or leave it blank. |
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118 |
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119 The default config.py is given below - as you |
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120 can see, the MAIL_DOMAIN must be edited before any interaction with the |
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121 tracker is attempted.:: |
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122 |
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123 # roundup home is this package's directory |
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124 TRACKER_HOME=os.path.split(__file__)[0] |
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125 |
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126 # The SMTP mail host that roundup will use to send mail |
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127 MAILHOST = 'localhost' |
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128 |
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129 # The domain name used for email addresses. |
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130 MAIL_DOMAIN = 'your.tracker.email.domain.example' |
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131 |
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132 # This is the directory that the database is going to be stored in |
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133 DATABASE = os.path.join(TRACKER_HOME, 'db') |
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134 |
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135 # This is the directory that the HTML templates reside in |
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136 TEMPLATES = os.path.join(TRACKER_HOME, 'html') |
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137 |
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138 # A descriptive name for your roundup tracker |
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139 TRACKER_NAME = 'Roundup issue tracker' |
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140 |
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141 # The email address that mail to roundup should go to |
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142 TRACKER_EMAIL = 'issue_tracker@%s'%MAIL_DOMAIN |
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143 |
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144 # The web address that the tracker is viewable at |
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145 TRACKER_WEB = 'http://your.tracker.url.example/' |
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146 |
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147 # The email address that roundup will complain to if it runs into trouble |
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148 ADMIN_EMAIL = 'roundup-admin@%s'%MAIL_DOMAIN |
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149 |
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150 # Send nosy messages to the author of the message |
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151 MESSAGES_TO_AUTHOR = 'no' # either 'yes' or 'no' |
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152 |
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153 # Does the author of a message get placed on the nosy list automatically? |
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154 # If 'new' is used, then the author will only be added when a message |
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155 # creates a new issue. If 'yes', then the author will be added on followups |
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156 # too. If 'no', they're never added to the nosy. |
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157 ADD_AUTHOR_TO_NOSY = 'new' # one of 'yes', 'no', 'new' |
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158 |
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159 # Do the recipients (To:, Cc:) of a message get placed on the nosy list? |
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160 # If 'new' is used, then the recipients will only be added when a message |
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161 # creates a new issue. If 'yes', then the recipients will be added on followups |
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162 # too. If 'no', they're never added to the nosy. |
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163 ADD_RECIPIENTS_TO_NOSY = 'new' # either 'yes', 'no', 'new' |
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164 |
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165 # Where to place the email signature |
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166 EMAIL_SIGNATURE_POSITION = 'bottom' # one of 'top', 'bottom', 'none' |
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167 |
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168 # Keep email citations |
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169 EMAIL_KEEP_QUOTED_TEXT = 'no' # either 'yes' or 'no' |
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170 |
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171 # Preserve the email body as is |
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172 EMAIL_LEAVE_BODY_UNCHANGED = 'no' # either 'yes' or 'no' |
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173 |
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174 # Default class to use in the mailgw if one isn't supplied in email |
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175 # subjects. To disable, comment out the variable below or leave it blank. |
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176 # Examples: |
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177 MAIL_DEFAULT_CLASS = 'issue' # use "issue" class by default |
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178 #MAIL_DEFAULT_CLASS = '' # disable (or just comment the var out) |
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179 |
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180 Tracker Schema |
| 1098 | 181 ============== |
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182 |
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183 Note: if you modify the schema, you'll most likely need to edit the |
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184 `web interface`_ HTML template files and `detectors`_ to reflect |
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185 your changes. |
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186 |
| 1091 | 187 A tracker schema defines what data is stored in the tracker's database. |
| 188 The | |
| 189 schemas shipped with Roundup turn it into a typical software bug tracker or | |
| 190 help desk. | |
| 191 | |
| 192 XXX make sure we ship the help desk | |
| 193 | |
| 194 Schemas are defined using Python code in the ``dbinit.py`` module of your | |
| 195 tracker. The "classic" schema looks like this:: | |
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196 |
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197 pri = Class(db, "priority", name=String(), order=String()) |
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198 pri.setkey("name") |
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199 pri.create(name="critical", order="1") |
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200 pri.create(name="urgent", order="2") |
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201 pri.create(name="bug", order="3") |
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202 pri.create(name="feature", order="4") |
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203 pri.create(name="wish", order="5") |
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204 |
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205 stat = Class(db, "status", name=String(), order=String()) |
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206 stat.setkey("name") |
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207 stat.create(name="unread", order="1") |
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208 stat.create(name="deferred", order="2") |
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209 stat.create(name="chatting", order="3") |
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210 stat.create(name="need-eg", order="4") |
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211 stat.create(name="in-progress", order="5") |
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212 stat.create(name="testing", order="6") |
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213 stat.create(name="done-cbb", order="7") |
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214 stat.create(name="resolved", order="8") |
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215 |
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216 keyword = Class(db, "keyword", name=String()) |
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217 keyword.setkey("name") |
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218 |
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219 user = Class(db, "user", username=String(), password=String(), |
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220 address=String(), realname=String(), phone=String(), |
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221 organisation=String()) |
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222 user.setkey("username") |
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223 user.create(username="admin", password=adminpw, |
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224 address=config.ADMIN_EMAIL) |
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225 |
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226 msg = FileClass(db, "msg", author=Link("user"), recipients=Multilink |
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227 ("user"), date=Date(), summary=String(), files=Multilink("file")) |
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228 |
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229 file = FileClass(db, "file", name=String(), type=String()) |
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230 |
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231 issue = IssueClass(db, "issue", assignedto=Link("user"), |
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232 topic=Multilink("keyword"), priority=Link("priority"), status=Link |
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233 ("status")) |
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234 issue.setkey('title') |
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235 |
| 1083 | 236 XXX security definitions |
| 237 | |
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238 Classes and Properties - creating a new information store |
| 1098 | 239 --------------------------------------------------------- |
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240 |
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241 In the tracker above, we've defined 7 classes of information: |
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242 |
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243 priority |
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244 Defines the possible levels of urgency for issues. |
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245 |
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246 status |
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247 Defines the possible states of processing the issue may be in. |
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248 |
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249 keyword |
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250 Initially empty, will hold keywords useful for searching issues. |
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251 |
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252 user |
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253 Initially holding the "admin" user, will eventually have an entry for all |
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254 users using roundup. |
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255 |
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256 msg |
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257 Initially empty, will all e-mail messages sent to or generated by |
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258 roundup. |
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259 |
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260 file |
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261 Initially empty, will all files attached to issues. |
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262 |
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263 issue |
| 1091 | 264 Initially empty, this is where the issue information is stored. |
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265 |
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266 We define the "priority" and "status" classes to allow two things: reduction in |
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267 the amount of information stored on the issue and more powerful, accurate |
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268 searching of issues by priority and status. By only requiring a link on the |
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269 issue (which is stored as a single number) we reduce the chance that someone |
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270 mis-types a priority or status - or simply makes a new one up. |
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271 |
| 1091 | 272 Class and Items |
| 1098 | 273 ~~~~~~~~~~~~~~~ |
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274 |
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275 A Class defines a particular class (or type) of data that will be stored in the |
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276 database. A class comprises one or more properties, which given the information |
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277 about the class items. |
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278 The actual data entered into the database, using class.create() are called |
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279 items. They have a special immutable property called id. We sometimes refer to |
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280 this as the itemid. |
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281 |
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282 Properties |
| 1098 | 283 ~~~~~~~~~~ |
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284 |
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285 A Class is comprised of one or more properties of the following types: |
| 1091 | 286 |
| 287 * String properties are for storing arbitrary-length strings. | |
| 288 * Password properties are for storing encoded arbitrary-length strings. The | |
| 289 default encoding is defined on the roundup.password.Password class. | |
| 290 * Date properties store date-and-time stamps. Their values are Timestamp | |
| 291 objects. | |
| 292 * Number properties store numeric values. | |
| 293 * Boolean properties store on/off, yes/no, true/false values. | |
| 294 * A Link property refers to a single other item selected from a specified | |
| 295 class. The class is part of the property; the value is an integer, the id | |
| 296 of the chosen item. | |
| 297 * A Multilink property refers to possibly many items in a specified class. | |
| 298 The value is a list of integers. | |
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299 |
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300 FileClass |
| 1098 | 301 ~~~~~~~~~ |
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302 |
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303 FileClasses save their "content" attribute off in a separate file from the rest |
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304 of the database. This reduces the number of large entries in the database, |
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305 which generally makes databases more efficient, and also allows us to use |
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306 command-line tools to operate on the files. They are stored in the files sub- |
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307 directory of the db directory in your tracker. |
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308 |
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309 IssueClass |
| 1098 | 310 ~~~~~~~~~~ |
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311 |
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312 IssueClasses automatically include the "messages", "files", "nosy", and |
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313 "superseder" properties. |
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314 The messages and files properties list the links to the messages and files |
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315 related to the issue. The nosy property is a list of links to users who wish to |
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316 be informed of changes to the issue - they get "CC'ed" e-mails when messages |
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317 are sent to or generated by the issue. The nosy reactor (in the detectors |
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318 directory) handles this action. The superceder link indicates an issue which |
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319 has superceded this one. |
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320 They also have the dynamically generated "creation", "activity" and "creator" |
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321 properties. |
| 1091 | 322 The value of the "creation" property is the date when an item was created, and |
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323 the value of the "activity" property is the date when any property on the item |
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324 was last edited (equivalently, these are the dates on the first and last |
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325 records in the item's journal). The "creator" property holds a link to the user |
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326 that created the issue. |
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327 |
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328 setkey(property) |
| 1098 | 329 ~~~~~~~~~~~~~~~~ |
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330 |
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331 Select a String property of the class to be the key property. The key property |
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332 muse be unique, and allows references to the items in the class by the content |
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333 of the key property. That is, we can refer to users by their username, e.g. |
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334 let's say that there's an issue in roundup, issue 23. There's also a user, |
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335 richard who happens to be user 2. To assign an issue to him, we could do either |
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336 of:: |
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337 |
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338 roundup-admin set issue assignedto=2 |
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339 |
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340 or:: |
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341 |
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342 roundup-admin set issue assignedto=richard |
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343 |
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344 Note, the same thing can be done in the web and e-mail interfaces. |
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345 |
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346 create(information) |
| 1098 | 347 ~~~~~~~~~~~~~~~~~~~ |
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348 |
| 1091 | 349 Create an item in the database. This is generally used to create items in the |
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350 "definitional" classes like "priority" and "status". |
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351 |
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352 |
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353 Examples of adding to your schema |
| 1098 | 354 --------------------------------- |
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355 |
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356 TODO |
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357 |
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358 |
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359 Detectors - adding behaviour to your tracker |
| 1098 | 360 ============================================ |
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361 .. _detectors: |
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362 |
| 1164 | 363 Detectors are initialised every time you open your tracker database, so you're |
| 364 free to add and remove them any time, even after the database is initliased | |
| 365 via the "roundup-admin initalise" command. | |
| 366 | |
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367 The detectors in your tracker fire before (*auditors*) and after (*reactors*) |
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368 changes to the contents of your database. They are Python modules that sit in |
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369 your tracker's ``detectors`` directory. You will have some installed by |
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370 default - have a look. You can write new detectors or modify the existing |
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371 ones. The existing detectors installed for you are: |
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372 |
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373 **nosyreaction.py** |
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374 This provides the automatic nosy list maintenance and email sending. The nosy |
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375 reactor (``nosyreaction``) fires when new messages are added to issues. |
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376 The nosy auditor (``updatenosy``) fires when issues are changed and figures |
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377 what changes need to be made to the nosy list (like adding new authors etc) |
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378 **statusauditor.py** |
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379 This provides the ``chatty`` auditor which changes the issue status from |
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380 ``unread`` or ``closed`` to ``chatting`` if new messages appear. It also |
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381 provides the ``presetunread`` auditor which pre-sets the status to |
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382 ``unread`` on new items if the status isn't explicitly defined. |
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383 |
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384 See the detectors section in the `design document`__ for details of the |
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385 interface for detectors. |
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386 |
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387 __ design.html |
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388 |
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389 Sample additional detectors that have been found useful will appear in the |
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390 ``detectors`` directory of the Roundup distribution: |
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391 |
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392 **newissuecopy.py** |
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393 This detector sends an email to a team address whenever a new issue is |
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394 created. The address is hard-coded into the detector, so edit it before you |
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395 use it (look for the text 'team@team.host') or you'll get email errors! |
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396 |
| 1100 | 397 The detector code:: |
| 398 | |
| 399 from roundup import roundupdb | |
| 400 | |
| 401 def newissuecopy(db, cl, nodeid, oldvalues): | |
| 402 ''' Copy a message about new issues to a team address. | |
| 403 ''' | |
| 404 # so use all the messages in the create | |
| 405 change_note = cl.generateCreateNote(nodeid) | |
| 406 | |
| 407 # send a copy to the nosy list | |
| 408 for msgid in cl.get(nodeid, 'messages'): | |
| 409 try: | |
| 410 # note: last arg must be a list | |
| 411 cl.send_message(nodeid, msgid, change_note, ['team@team.host']) | |
| 412 except roundupdb.MessageSendError, message: | |
| 413 raise roundupdb.DetectorError, message | |
| 414 | |
| 415 def init(db): | |
| 416 db.issue.react('create', newissuecopy) | |
| 1091 | 417 |
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418 |
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419 Database Content |
| 1098 | 420 ================ |
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421 |
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422 Note: if you modify the content of definitional classes, you'll most likely |
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423 need to edit the tracker `detectors`_ to reflect your changes. |
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424 |
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425 Customisation of the special "definitional" classes (eg. status, priority, |
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426 resolution, ...) may be done either before or after the tracker is |
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427 initialised. The actual method of doing so is completely different in each |
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428 case though, so be careful to use the right one. |
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429 |
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430 **Changing content before tracker initialisation** |
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431 Edit the dbinit module in your tracker to alter the items created in using |
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432 the create() methods. |
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433 |
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434 **Changing content after tracker initialisation** |
|
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435 Use the roundup-admin interface's create, set and retire methods to add, |
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436 alter or remove items from the classes in question. |
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437 |
| 1091 | 438 XXX example |
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439 |
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440 |
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441 Web Interface |
| 1098 | 442 ============= |
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443 |
| 1125 | 444 .. contents:: |
| 445 :local: | |
| 446 :depth: 1 | |
| 447 | |
| 1091 | 448 The web is provided by the roundup.cgi.client module and is used by |
| 449 roundup.cgi, roundup-server and ZRoundup. | |
| 450 In all cases, we determine which tracker is being accessed | |
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451 (the first part of the URL path inside the scope of the CGI handler) and pass |
| 1091 | 452 control on to the tracker interfaces.Client class - which uses the Client class |
| 453 from roundup.cgi.client - which handles the rest of | |
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454 the access through its main() method. This means that you can do pretty much |
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455 anything you want as a web interface to your tracker. |
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456 |
| 1091 | 457 Repurcussions of changing the tracker schema |
| 1098 | 458 --------------------------------------------- |
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459 |
| 1091 | 460 If you choose to change the `tracker schema`_ you will need to ensure the web |
| 461 interface knows about it: | |
| 462 | |
| 463 1. Index, item and search pages for the relevant classes may need to have | |
| 464 properties added or removed, | |
| 465 2. The "page" template may require links to be changed, as might the "home" | |
| 466 page's content arguments. | |
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467 |
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468 How requests are processed |
| 1098 | 469 -------------------------- |
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470 |
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471 The basic processing of a web request proceeds as follows: |
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472 |
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473 1. figure out who we are, defaulting to the "anonymous" user |
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474 2. figure out what the request is for - we call this the "context" |
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475 3. handle any requested action (item edit, search, ...) |
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476 4. render the template requested by the context, resulting in HTML output |
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477 |
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478 In some situations, exceptions occur: |
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479 |
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480 - HTTP Redirect (generally raised by an action) |
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481 - SendFile (generally raised by determine_context) |
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482 here we serve up a FileClass "content" property |
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483 - SendStaticFile (generally raised by determine_context) |
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484 here we serve up a file from the tracker "html" directory |
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485 - Unauthorised (generally raised by an action) |
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486 here the action is cancelled, the request is rendered and an error |
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487 message is displayed indicating that permission was not |
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488 granted for the action to take place |
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489 - NotFound (raised wherever it needs to be) |
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490 this exception percolates up to the CGI interface that called the client |
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491 |
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492 Determining web context |
| 1098 | 493 ----------------------- |
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494 |
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495 To determine the "context" of a request, we look at the URL and the special |
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496 request variable ``:template``. The URL path after the tracker identifier |
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497 is examined. Typical URL paths look like: |
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498 |
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499 1. ``/tracker/issue`` |
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500 2. ``/tracker/issue1`` |
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501 3. ``/tracker/_file/style.css`` |
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502 4. ``/cgi-bin/roundup.cgi/tracker/file1`` |
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503 5. ``/cgi-bin/roundup.cgi/tracker/file1/kitten.png`` |
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504 |
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505 where the "tracker identifier" is "tracker" in the above cases. That means |
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506 we're looking at "issue", "issue1", "_file/style.css", "file1" and |
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507 "file1/kitten.png" in the cases above. The path is generally only one |
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508 entry long - longer paths are handled differently. |
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509 |
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510 a. if there is no path, then we are in the "home" context. |
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511 b. if the path starts with "_file" (as in example 3, |
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512 "/tracker/_file/style.css"), then the additional path entry, |
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513 "style.css" specifies the filename of a static file we're to serve up |
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514 from the tracker "html" directory. Raises a SendStaticFile |
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515 exception. |
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516 c. if there is something in the path (as in example 1, "issue"), it identifies |
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517 the tracker class we're to display. |
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518 d. if the path is an item designator (as in examples 2 and 4, "issue1" and |
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519 "file1"), then we're to display a specific item. |
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520 e. if the path starts with an item designator and is longer than |
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521 one entry (as in example 5, "file1/kitten.png"), then we're assumed |
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522 to be handling an item of a |
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523 FileClass, and the extra path information gives the filename |
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524 that the client is going to label the download with (ie |
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525 "file1/kitten.png" is nicer to download than "file1"). This |
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526 raises a SendFile exception. |
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527 |
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528 Both b. and e. stop before we bother to |
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529 determine the template we're going to use. That's because they |
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530 don't actually use templates. |
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531 |
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532 The template used is specified by the ``:template`` CGI variable, |
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533 which defaults to: |
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534 |
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535 - only classname suplied: "index" |
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536 - full item designator supplied: "item" |
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537 |
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538 |
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539 Performing actions in web requests |
| 1098 | 540 ---------------------------------- |
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541 |
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542 When a user requests a web page, they may optionally also request for an |
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543 action to take place. As described in `how requests are processed`_, the |
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544 action is performed before the requested page is generated. Actions are |
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545 triggered by using a ``:action`` CGI variable, where the value is one of: |
|
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546 |
| 1125 | 547 **login** |
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548 Attempt to log a user in. |
| 1125 | 549 **logout** |
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550 Log the user out - make them "anonymous". |
| 1125 | 551 **register** |
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552 Attempt to create a new user based on the contents of the form and then log |
|
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553 them in. |
| 1125 | 554 **edit** |
|
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555 Perform an edit of an item in the database. There are some special form |
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556 elements you may use: |
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557 |
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558 :link=designator:property and :multilink=designator:property |
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559 The value specifies an item designator and the property on that |
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560 item to add _this_ item to as a link or multilink. |
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561 :note |
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562 Create a message and attach it to the current item's |
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563 "messages" property. |
|
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564 :file |
|
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565 Create a file and attach it to the current item's |
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566 "files" property. Attach the file to the message created from |
| 1091 | 567 the :note if it's supplied. |
|
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568 :required=property,property,... |
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569 The named properties are required to be filled in the form. |
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570 |
| 1125 | 571 **new** |
|
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572 Add a new item to the database. You may use the same special form elements |
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573 as in the "edit" action. |
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574 |
| 1125 | 575 **editCSV** |
|
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576 Performs an edit of all of a class' items in one go. See also the |
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577 *class*.csv templating method which generates the CSV data to be edited, and |
|
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578 the "_generic.index" template which uses both of these features. |
|
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579 |
| 1125 | 580 **search** |
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581 Mangle some of the form variables. |
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582 |
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583 Set the form ":filter" variable based on the values of the |
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584 filter variables - if they're set to anything other than |
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585 "dontcare" then add them to :filter. |
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586 |
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587 Also handle the ":queryname" variable and save off the query to |
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588 the user's query list. |
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589 |
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590 Each of the actions is implemented by a corresponding *actionAction* (where |
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591 "action" is the name of the action) method on |
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592 the roundup.cgi.Client class, which also happens to be in your tracker as |
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593 interfaces.Client. So if you need to define new actions, you may add them |
| 1098 | 594 there (see `defining new web actions`_). |
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595 |
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596 Each action also has a corresponding *actionPermission* (where |
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597 "action" is the name of the action) method which determines |
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598 whether the action is permissible given the current user. The base permission |
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599 checks are: |
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600 |
| 1125 | 601 **login** |
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602 Determine whether the user has permission to log in. |
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603 Base behaviour is to check the user has "Web Access". |
| 1125 | 604 **logout** |
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605 No permission checks are made. |
| 1125 | 606 **register** |
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607 Determine whether the user has permission to register |
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608 Base behaviour is to check the user has "Web Registration". |
| 1125 | 609 **edit** |
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610 Determine whether the user has permission to edit this item. |
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611 Base behaviour is to check the user can edit this class. If we're |
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612 editing the "user" class, users are allowed to edit their own |
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613 details. Unless it's the "roles" property, which requires the |
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614 special Permission "Web Roles". |
| 1125 | 615 **new** |
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616 Determine whether the user has permission to create (edit) this item. |
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617 Base behaviour is to check the user can edit this class. No |
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618 additional property checks are made. Additionally, new user items |
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619 may be created if the user has the "Web Registration" Permission. |
| 1125 | 620 **editCSV** |
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621 Determine whether the user has permission to edit this class. |
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622 Base behaviour is to check the user can edit this class. |
| 1125 | 623 **search** |
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624 Determine whether the user has permission to search this class. |
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625 Base behaviour is to check the user can view this class. |
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626 |
|
659
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627 |
| 1091 | 628 Default templates |
| 1098 | 629 ----------------- |
| 1091 | 630 |
| 631 Most customisation of the web view can be done by modifying the templates in | |
| 632 the tracker **html** directory. There are several types of files in there: | |
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633 |
| 1125 | 634 **page** |
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635 This template usually defines the overall look of your tracker. When you |
| 1091 | 636 view an issue, it appears inside this template. When you view an index, it |
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637 also appears inside this template. This template defines a macro which is |
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638 used by almost all other templates as a wrapper for their content, using its |
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639 "content" slot. It will also define the "head_title" and "body_title" slots |
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640 to allow setting of the page title. |
| 1125 | 641 **home** |
| 1091 | 642 the default page displayed when no other page is indicated by the user |
| 1125 | 643 **home.classlist** |
| 1091 | 644 a special version of the default page that lists the classes in the tracker |
| 1125 | 645 **classname.item** |
| 1091 | 646 displays an item of the *classname* class |
| 1125 | 647 **classname.index** |
| 1091 | 648 displays a list of *classname* items |
| 1125 | 649 **classname.search** |
| 1091 | 650 displays a search page for *classname* items |
| 1125 | 651 **_generic.index** |
| 1091 | 652 used to display a list of items where there is no *classname*.index available |
| 1125 | 653 **_generic.help** |
| 1091 | 654 used to display a "class help" page where there is no *classname*.help |
| 1125 | 655 **user.register** |
| 1091 | 656 a special page just for the user class that renders the registration page |
| 1125 | 657 **style.css** |
| 1091 | 658 a static file that is served up as-is |
|
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659 |
| 1148 | 660 Note: Remember that you can create any template extension you want to, so |
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661 if you just want to play around with the templating for new issues, you can |
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662 copy the current "issue.item" template to "issue.test", and then access the |
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663 test template using the ":template" URL argument:: |
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664 |
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665 http://your.tracker.example/tracker/issue?:template=test |
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666 |
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667 and it won't affect your users using the "issue.item" template. |
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668 |
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669 |
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670 How the templates work |
| 1098 | 671 ---------------------- |
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672 |
| 1083 | 673 Roundup's templates consist of special attributes on your template tags. These |
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674 attributes form the Template Attribute Language, or TAL. The basic tag |
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675 commands are: |
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676 |
| 1125 | 677 **tal:define="variable expression; variable expression; ..."** |
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678 Define a new variable that is local to this tag and its contents. For |
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679 example:: |
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680 |
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681 <html tal:define="title request/description"> |
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682 <head><title tal:content="title"></title></head> |
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683 </html> |
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684 |
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685 In the example, the variable "title" is defined as being the result of the |
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686 expression "request/description". The tal:content command inside the <html> |
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687 tag may then use the "title" variable. |
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688 |
| 1125 | 689 **tal:condition="expression"** |
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690 Only keep this tag and its contents if the expression is true. For example:: |
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691 |
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692 <p tal:condition="python:request.user.hasPermission('View', 'issue')"> |
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693 Display some issue information. |
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694 </p> |
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695 |
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696 In the example, the <p> tag and its contents are only displayed if the |
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697 user has the View permission for issues. We consider the number zero, a |
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698 blank string, an empty list, and the built-in variable nothing to be false |
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699 values. Nearly every other value is true, including non-zero numbers, and |
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700 strings with anything in them (even spaces!). |
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701 |
| 1125 | 702 **tal:repeat="variable expression"** |
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703 Repeat this tag and its contents for each element of the sequence that the |
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704 expression returns, defining a new local variable and a special "repeat" |
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705 variable for each element. For example:: |
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706 |
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707 <tr tal:repeat="u user/list"> |
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708 <td tal:content="u/id"></td> |
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709 <td tal:content="u/username"></td> |
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710 <td tal:content="u/realname"></td> |
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711 </tr> |
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712 |
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713 The example would iterate over the sequence of users returned by |
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714 "user/list" and define the local variable "u" for each entry. |
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715 |
| 1125 | 716 **tal:replace="expression"** |
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717 Replace this tag with the result of the expression. For example:: |
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718 |
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719 <span tal:replace="request/user/realname"></span> |
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720 |
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721 The example would replace the <span> tag and its contents with the user's |
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722 realname. If the user's realname was "Bruce" then the resultant output |
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723 would be "Bruce". |
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724 |
| 1125 | 725 **tal:content="expression"** |
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726 Replace the contents of this tag with the result of the expression. For |
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727 example:: |
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728 |
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729 <span tal:content="request/user/realname">user's name appears here</span> |
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730 |
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731 The example would replace the contents of the <span> tag with the user's |
|
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732 realname. If the user's realname was "Bruce" then the resultant output |
|
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733 would be "<span>Bruce</span>". |
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734 |
| 1125 | 735 **tal:attributes="attribute expression; attribute expression; ..."** |
|
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736 Set attributes on this tag to the results of expressions. For example:: |
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737 |
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738 <a tal:attributes="href string:user${request/user/id}">My Details</a> |
|
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739 |
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740 In the example, the "href" attribute of the <a> tag is set to the value of |
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741 the "string:user${request/user/id}" expression, which will be something |
|
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742 like "user123". |
|
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|
743 |
| 1125 | 744 **tal:omit-tag="expression"** |
|
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745 Remove this tag (but not its contents) if the expression is true. For |
|
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746 example:: |
|
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747 |
|
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748 <span tal:omit-tag="python:1">Hello, world!</span> |
|
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749 |
|
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750 would result in output of:: |
|
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751 |
|
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752 Hello, world! |
|
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|
753 |
| 1083 | 754 Note that the commands on a given tag are evaulated in the order above, so |
| 755 *define* comes before *condition*, and so on. | |
|
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756 |
| 1083 | 757 Additionally, a tag is defined, tal:block, which is removed from output. Its |
| 758 content is not, but the tag itself is (so don't go using any tal:attributes | |
| 759 commands on it). This is useful for making arbitrary blocks of HTML | |
| 760 conditional or repeatable (very handy for repeating multiple table rows, | |
| 761 which would othewise require an illegal tag placement to effect the repeat). | |
|
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|
762 |
| 1083 | 763 The expressions you may use in the attibute values may be one of the following |
| 764 three forms: | |
|
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|
765 |
| 1125 | 766 **Path Expressions** - eg. ``item/status/checklist`` |
|
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|
767 These are object attribute / item accesses. Roughly speaking, the path |
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768 ``item/status/checklist`` is broken into parts ``item``, ``status`` |
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769 and ``checklist``. The ``item`` part is the root of the expression. |
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|
770 We then look for a ``status`` attribute on ``item``, or failing that, a |
|
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|
771 ``status`` item (as in ``item['status']``). If that |
|
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|
772 fails, the path expression fails. When we get to the end, the object we're |
|
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|
773 left with is evaluated to get a string - methods are called, objects are |
|
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774 stringified. Path expressions may have an optional ``path:`` prefix, though |
|
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|
775 they are the default expression type, so it's not necessary. |
|
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|
776 |
|
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777 XXX | components of expressions |
| 1083 | 778 |
|
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779 XXX "nothing" and "default" |
|
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780 |
| 1125 | 781 **String Expressions** - eg. ``string:hello ${user/name}`` |
|
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|
782 These expressions are simple string interpolations (though they can be just |
|
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|
783 plain strings with no interpolation if you want. The expression in the |
|
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|
784 ``${ ... }`` is just a path expression as above. |
|
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|
785 |
| 1125 | 786 **Python Expressions** - eg. ``python: 1+1`` |
|
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|
787 These expressions give the full power of Python. All the "root level" |
|
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|
788 variables are available, so ``python:item.status.checklist()`` would be |
|
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|
789 equivalent to ``item/status/checklist``, assuming that ``checklist`` is |
|
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|
790 a method. |
|
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|
791 |
|
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792 Tag macros, which are used in forming the basic structure of your pages, |
|
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793 are handled with the following commands: |
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|
794 |
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|
795 **metal:define-macro="macro name"** |
|
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796 Define that the tag and its contents are now a macro that may be inserted |
|
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797 into other templates using the *use-macro* command. For example:: |
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|
798 |
|
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|
799 <html metal:define-macro="page"> |
|
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|
800 ... |
|
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|
801 </html> |
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|
802 |
|
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|
803 defines a macro called "page" using the ``<html>`` tag and its contents. |
|
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804 Once defined, macros are stored on the template they're defined on in the |
|
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805 ``macros`` attribute. You can access them later on through the ``templates`` |
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|
806 variable, eg. the most common ``templates/page/macros/page`` to access the |
|
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|
807 "page" macro of the "page" template. |
|
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|
808 |
|
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809 **metal:use-macro="path expression"** |
|
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|
810 Use a macro, which is identified by the path expression (see above). This |
|
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|
811 will replace the current tag with the identified macro contents. For |
|
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|
812 example:: |
|
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813 |
|
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|
814 <tal:block metal:use-macro="templates/page/macros/page"> |
|
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|
815 ... |
|
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|
816 </tal:block> |
|
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|
817 |
|
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|
818 will replace the tag and its contents with the "page" macro of the "page" |
|
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|
819 template. |
|
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|
820 |
|
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|
821 **metal:define-slot="slot name"** and **metal:fill-slot="slot name"** |
|
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822 To define *dynamic* parts of the macro, you define "slots" which may be |
|
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823 filled when the macro is used with a *use-macro* command. For example, the |
|
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|
824 ``templates/page/macros/page`` macro defines a slot like so:: |
|
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|
825 |
|
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|
826 <title metal:define-slot="head_title">title goes here</title> |
|
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|
827 |
|
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828 In your *use-macro* command, you may now use a *fill-slot* command like |
|
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|
829 this:: |
|
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|
830 |
|
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|
831 <title metal:fill-slot="head_title">My Title</title> |
|
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832 |
|
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833 where the tag that fills the slot completely replaces the one defined as |
|
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|
834 the slot in the macro. |
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835 |
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836 |
|
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837 Information available to templates |
| 1098 | 838 ---------------------------------- |
|
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839 |
| 1125 | 840 Note: this is implemented by roundup.cgi.templating.RoundupPageTemplate |
| 841 | |
|
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842 The following variables are available to templates. |
|
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843 |
| 1125 | 844 **context** |
|
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845 The current context. This is either None, a |
|
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846 `hyperdb class wrapper`_ or a `hyperdb item wrapper`_ |
| 1125 | 847 **request** |
|
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848 Includes information about the current request, including: |
|
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|
849 - the url |
|
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850 - the current index information (``filterspec``, ``filter`` args, |
|
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851 ``properties``, etc) parsed out of the form. |
|
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|
852 - methods for easy filterspec link generation |
|
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|
853 - *user*, the current user item as an HTMLItem instance |
|
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|
854 - *form* |
|
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855 The current CGI form information as a mapping of form argument |
|
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|
856 name to value |
| 1125 | 857 **tracker** |
|
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|
858 The current tracker |
| 1125 | 859 **db** |
|
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860 The current database, through which db.config may be reached. |
|
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861 **templates** |
|
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862 Access to all the tracker templates by name. Used mainly in *use-macro* |
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863 commands. |
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864 **utils** |
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865 This variable makes available some utility functions like batching. |
| 1125 | 866 **nothing** |
| 1100 | 867 This is a special variable - if an expression evaluates to this, then the |
| 868 tag (in the case of a tal:replace), its contents (in the case of | |
| 869 tal:content) or some attributes (in the case of tal:attributes) will not | |
| 870 appear in the the output. So for example:: | |
| 871 | |
| 872 <span tal:attributes="class nothing">Hello, World!</span> | |
| 873 | |
| 874 would result in:: | |
| 875 | |
| 876 <span>Hello, World!</span> | |
| 877 | |
| 1125 | 878 **default** |
| 1100 | 879 Also a special variable - if an expression evaluates to this, then the |
| 880 existing HTML in the template will not be replaced or removed, it will | |
| 881 remain. So:: | |
| 882 | |
| 883 <span tal:replace="default">Hello, World!</span> | |
| 884 | |
| 885 would result in:: | |
| 886 | |
| 887 <span>Hello, World!</span> | |
|
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|
888 |
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889 The context variable |
| 1098 | 890 ~~~~~~~~~~~~~~~~~~~~ |
|
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|
891 |
|
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|
892 The *context* variable is one of three things based on the current context |
|
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893 (see `determining web context`_ for how we figure this out): |
|
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|
894 |
|
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895 1. if we're looking at a "home" page, then it's None |
|
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896 2. if we're looking at a specific hyperdb class, it's a |
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897 `hyperdb class wrapper`_. |
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898 3. if we're looking at a specific hyperdb item, it's a |
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|
899 `hyperdb item wrapper`_. |
|
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|
900 |
|
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|
901 If the context is not None, we can access the properties of the class or item. |
|
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902 The only real difference between cases 2 and 3 above are: |
|
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|
903 |
|
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904 1. the properties may have a real value behind them, and this will appear if |
|
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|
905 the property is displayed through ``context/property`` or |
|
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|
906 ``context/property/field``. |
|
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|
907 2. the context's "id" property will be a false value in the second case, but |
|
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|
908 a real, or true value in the third. Thus we can determine whether we're |
|
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|
909 looking at a real item from the hyperdb by testing "context/id". |
|
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|
910 |
|
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911 Hyperdb class wrapper |
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912 ::::::::::::::::::::: |
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913 |
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914 Note: this is implemented by the roundup.cgi.templating.HTMLClass class. |
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|
915 |
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916 This wrapper object provides access to a hyperb class. It is used primarily |
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917 in both index view and new item views, but it's also usable anywhere else that |
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918 you wish to access information about a class, or the items of a class, when |
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919 you don't have a specific item of that class in mind. |
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|
920 |
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921 We allow access to properties. There will be no "id" property. The value |
|
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922 accessed through the property will be the current value of the same name from |
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|
923 the CGI form. |
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|
924 |
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|
925 There are several methods available on these wrapper objects: |
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|
926 |
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927 =========== ============================================================= |
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|
928 Method Description |
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929 =========== ============================================================= |
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930 properties return a `hyperdb property wrapper`_ for all of this class' |
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|
931 properties. |
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|
932 list lists all of the active (not retired) items in the class. |
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933 csv return the items of this class as a chunk of CSV text. |
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934 propnames lists the names of the properties of this class. |
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935 filter lists of items from this class, filtered and sorted |
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|
936 by the current *request* filterspec/filter/sort/group args |
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937 classhelp display a link to a javascript popup containing this class' |
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|
938 "help" template. |
|
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|
939 submit generate a submit button (and action hidden element) |
|
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940 renderWith render this class with the given template. |
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|
941 history returns 'New node - no history' :) |
|
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|
942 is_edit_ok is the user allowed to Edit the current class? |
|
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|
943 is_view_ok is the user allowed to View the current class? |
|
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944 =========== ============================================================= |
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|
945 |
|
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|
946 Note that if you have a property of the same name as one of the above methods, |
|
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|
947 you'll need to access it using a python "item access" expression. For example:: |
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|
948 |
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|
949 python:context['list'] |
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|
950 |
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|
951 will access the "list" property, rather than the list method. |
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|
952 |
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|
953 |
|
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|
954 Hyperdb item wrapper |
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|
955 :::::::::::::::::::: |
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|
956 |
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|
957 Note: this is implemented by the roundup.cgi.templating.HTMLItem class. |
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|
958 |
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|
959 This wrapper object provides access to a hyperb item. |
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|
960 |
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|
961 We allow access to properties. There will be no "id" property. The value |
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962 accessed through the property will be the current value of the same name from |
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963 the CGI form. |
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|
964 |
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|
965 There are several methods available on these wrapper objects: |
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|
966 |
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|
967 =============== ============================================================= |
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968 Method Description |
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969 =============== ============================================================= |
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970 submit generate a submit button (and action hidden element) |
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971 journal return the journal of the current item (**not implemented**) |
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972 history render the journal of the current item as HTML |
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973 renderQueryForm specific to the "query" class - render the search form for |
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|
974 the query |
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|
975 hasPermission specific to the "user" class - determine whether the user |
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|
976 has a Permission |
|
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|
977 is_edit_ok is the user allowed to Edit the current item? |
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978 is_view_ok is the user allowed to View the current item? |
|
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979 =============== ============================================================= |
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|
980 |
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|
981 |
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982 Note that if you have a property of the same name as one of the above methods, |
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983 you'll need to access it using a python "item access" expression. For example:: |
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|
984 |
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985 python:context['journal'] |
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|
986 |
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987 will access the "journal" property, rather than the journal method. |
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988 |
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989 |
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|
990 Hyperdb property wrapper |
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991 :::::::::::::::::::::::: |
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992 |
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993 Note: this is implemented by subclasses roundup.cgi.templating.HTMLProperty |
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994 class (HTMLStringProperty, HTMLNumberProperty, and so on). |
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995 |
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996 This wrapper object provides access to a single property of a class. Its |
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997 value may be either: |
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998 |
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999 1. if accessed through a `hyperdb item wrapper`_, then it's a value from the |
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1000 hyperdb |
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1001 2. if access through a `hyperdb class wrapper`_, then it's a value from the |
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1002 CGI form |
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1003 |
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|
1004 |
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1005 The property wrapper has some useful attributes: |
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|
1006 |
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1007 =============== ============================================================= |
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1008 Attribute Description |
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1009 =============== ============================================================= |
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1010 _name the name of the property |
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1011 _value the value of the property if any |
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1012 =============== ============================================================= |
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1013 |
|
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1014 There are several methods available on these wrapper objects: |
|
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|
1015 |
|
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|
1016 =========== ================================================================= |
|
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|
1017 Method Description |
|
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1018 =========== ================================================================= |
|
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1019 plain render a "plain" representation of the property |
|
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|
1020 field render a form edit field for the property |
|
1124
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1021 stext only on String properties - render the value of the |
|
1123
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|
1022 property as StructuredText (requires the StructureText module |
|
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Richard Jones <richard@users.sourceforge.net>
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|
1023 to be installed separately) |
|
1124
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1024 multiline only on String properties - render a multiline form edit |
|
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|
1025 field for the property |
|
1124
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|
1026 email only on String properties - render the value of the |
|
1123
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Richard Jones <richard@users.sourceforge.net>
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|
1027 property as an obscured email address |
|
1144
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|
1028 confirm only on Password properties - render a second form edit field for |
|
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1142
diff
changeset
|
1029 the property, used for confirmation that the user typed the |
|
db13f46cb5f9
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diff
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|
1030 password correctly. Generates a field with name "name:confirm". |
|
1124
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|
1031 reldate only on Date properties - render the interval between the |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
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|
1032 date and now |
|
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|
1033 pretty only on Interval properties - render the interval in a |
|
1fc1f92c5f31
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diff
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|
1034 pretty format (eg. "yesterday") |
|
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Richard Jones <richard@users.sourceforge.net>
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|
1035 menu only on Link and Multilink properties - render a form select |
|
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Richard Jones <richard@users.sourceforge.net>
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1123
diff
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|
1036 list for this property |
|
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|
1037 reverse only on Multilink properties - produce a list of the linked |
|
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Richard Jones <richard@users.sourceforge.net>
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|
1038 items in reverse order |
|
1144
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|
1039 =========== ================================================================= |
|
1123
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|
1040 |
|
1073
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diff
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|
1041 The request variable |
| 1098 | 1042 ~~~~~~~~~~~~~~~~~~~~ |
|
1073
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|
1043 |
|
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|
1044 Note: this is implemented by the roundup.cgi.templating.HTMLRequest class. |
|
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|
1045 |
|
1073
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1046 The request variable is packed with information about the current request. |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1047 |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
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1070
diff
changeset
|
1048 .. taken from roundup.cgi.templating.HTMLRequest docstring |
|
cf30c6cdca02
More documentation.
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diff
changeset
|
1049 |
|
1144
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|
1050 =========== ================================================================= |
|
1073
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More documentation.
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|
1051 Variable Holds |
|
1144
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|
1052 =========== ================================================================= |
|
1073
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Richard Jones <richard@users.sourceforge.net>
parents:
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changeset
|
1053 form the CGI form as a cgi.FieldStorage |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1054 env the CGI environment variables |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1055 url the current URL path for this request |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1056 base the base URL for this tracker |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1057 user a HTMLUser instance for this user |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
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1070
diff
changeset
|
1058 classname the current classname (possibly None) |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
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changeset
|
1059 template the current template (suffix, also possibly None) |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1060 form the current CGI form variables in a FieldStorage |
|
1144
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|
1061 =========== ================================================================= |
| 1083 | 1062 |
| 1063 **Index page specific variables (indexing arguments)** | |
| 1064 | |
|
1144
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|
1065 =========== ================================================================= |
| 1083 | 1066 Variable Holds |
|
1144
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|
1067 =========== ================================================================= |
|
1073
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More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1068 columns dictionary of the columns to display in an index page |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1069 show a convenience access to columns - request/show/colname will |
| 1098 | 1070 be true if the columns should be displayed, false otherwise |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1071 sort index sort column (direction, column name) |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1072 group index grouping property (direction, column name) |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1073 filter properties to filter the index on |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1074 filterspec values to filter the index on |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1075 search_text text to perform a full-text search on for an index |
|
1144
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|
1076 =========== ================================================================= |
|
1073
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More documentation.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1077 |
|
1124
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|
1078 There are several methods available on the request variable: |
|
1fc1f92c5f31
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|
1079 |
|
1144
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changeset
|
1080 =============== ============================================================= |
|
1124
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|
1081 Method Description |
|
1144
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|
1082 =============== ============================================================= |
|
1124
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Richard Jones <richard@users.sourceforge.net>
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|
1083 description render a description of the request - handle for the page |
|
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diff
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|
1084 title |
|
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diff
changeset
|
1085 indexargs_form render the current index args as form elements |
|
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Richard Jones <richard@users.sourceforge.net>
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changeset
|
1086 indexargs_url render the current index args as a URL |
|
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1087 base_javascript render some javascript that is used by other components of |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
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changeset
|
1088 the templating |
|
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diff
changeset
|
1089 batch run the current index args through a filter and return a |
|
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Richard Jones <richard@users.sourceforge.net>
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diff
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|
1090 list of items (see `hyperdb item wrapper`_, and |
|
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Richard Jones <richard@users.sourceforge.net>
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1123
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changeset
|
1091 `batching`_) |
|
1144
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|
1092 =============== ============================================================= |
|
1124
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|
1093 |
| 1142 | 1094 The form variable |
| 1095 ::::::::::::::::: | |
| 1096 | |
| 1097 The form variable is a little special because it's actually a python | |
| 1098 FieldStorage object. That means that you have two ways to access its | |
| 1099 contents. For example, to look up the CGI form value for the variable | |
| 1100 "name", use the path expression:: | |
| 1101 | |
| 1102 request/form/name/value | |
| 1103 | |
| 1104 or the python expression:: | |
| 1105 | |
| 1106 python:request.form['name'].value | |
| 1107 | |
| 1108 Note the "item" access used in the python case, and also note the explicit | |
| 1109 "value" attribute we have to access. That's because the form variables are | |
| 1110 stored as MiniFieldStorages. If there's more than one "name" value in | |
| 1111 the form, then the above will break since ``request/form/name`` is actually a | |
| 1112 *list* of MiniFieldStorages. So it's best to know beforehand what you're | |
| 1113 dealing with. | |
| 1114 | |
| 1115 | |
|
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|
1116 The db variable |
|
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|
1117 ~~~~~~~~~~~~~~~ |
|
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|
1118 |
|
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|
1119 Note: this is implemented by the roundup.cgi.templating.HTMLDatabase class. |
|
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|
1120 |
|
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|
1121 Allows access to all hyperdb classes as attributes of this variable. If you |
|
644d3075c2df
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|
1122 want access to the "user" class, for example, you would use:: |
|
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|
1123 |
|
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|
1124 db/user |
|
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|
1125 python:db.user |
|
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|
1126 |
|
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|
1127 The access results in a `hyperdb class wrapper`_. |
|
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|
1128 |
|
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|
1129 The templates variable |
|
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|
1130 ~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
1131 |
|
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|
1132 Note: this is implemented by the roundup.cgi.templating.Templates class. |
|
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|
1133 |
|
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|
1134 This variable doesn't have any useful methods defined. It supports being |
|
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changeset
|
1135 used in expressions to access the templates, and subsequently the template |
|
3a5e05edcd87
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|
1136 macros. You may access the templates using the following path expression:: |
|
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|
1137 |
|
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|
1138 templates/name |
|
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|
1139 |
|
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|
1140 or the python expression:: |
|
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|
1141 |
|
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|
1142 templates[name] |
|
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|
1143 |
|
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|
1144 where "name" is the name of the template you wish to access. The template you |
|
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|
1145 get access to has one useful attribute, "macros". To access a specific macro |
|
3a5e05edcd87
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changeset
|
1146 (called "macro_name"), use the path expression:: |
|
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|
1147 |
|
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changeset
|
1148 templates/name/macros/macro_name |
|
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|
1149 |
|
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|
1150 or the python expression:: |
|
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|
1151 |
|
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changeset
|
1152 templates[name].macros[macro_name] |
|
3a5e05edcd87
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Richard Jones <richard@users.sourceforge.net>
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diff
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|
1153 |
|
3a5e05edcd87
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1154 |
|
3a5e05edcd87
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Richard Jones <richard@users.sourceforge.net>
parents:
1164
diff
changeset
|
1155 The utils variable |
|
3a5e05edcd87
added doc for METAL
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1156 ~~~~~~~~~~~~~~~~~~ |
|
1124
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|
1157 |
|
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|
1158 Note: this is implemented by the roundup.cgi.templating.TemplatingUtils class. |
|
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|
1159 |
|
1144
db13f46cb5f9
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Richard Jones <richard@users.sourceforge.net>
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diff
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|
1160 =============== ============================================================= |
|
1124
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|
1161 Method Description |
|
1144
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diff
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|
1162 =============== ============================================================= |
|
1124
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|
1163 Batch return a batch object using the supplied list |
|
1144
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password edit now has a confirmation field
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1164 =============== ============================================================= |
|
1124
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|
1165 |
|
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diff
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|
1166 Batching |
|
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|
1167 :::::::: |
|
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|
1168 |
|
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|
1169 Use Batch to turn a list of items, or item ids of a given class, into a series |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
parents:
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|
1170 of batches. Its usage is:: |
|
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Richard Jones <richard@users.sourceforge.net>
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diff
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|
1171 |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1172 python:util.Batch(sequence, size, start, end=0, orphan=0, overlap=0) |
|
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Richard Jones <richard@users.sourceforge.net>
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diff
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|
1173 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
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|
1174 or, to get the current index batch:: |
|
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Richard Jones <richard@users.sourceforge.net>
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diff
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|
1175 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1176 request/batch |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1177 |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
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|
1178 The parameters are: |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
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diff
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|
1179 |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1180 ========= ================================================================== |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1181 Parameter Usage |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1182 ========= ================================================================== |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1183 sequence a list of HTMLItems |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
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|
1184 size how big to make the sequence. |
|
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Richard Jones <richard@users.sourceforge.net>
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diff
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|
1185 start where to start (0-indexed) in the sequence. |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1186 end where to end (0-indexed) in the sequence. |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1187 orphan if the next batch would contain less items than this |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1188 value, then it is combined with this batch |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
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|
1189 overlap the number of items shared between adjacent batches |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1190 ========= ================================================================== |
|
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parents:
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diff
changeset
|
1191 |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1192 All of the parameters are assigned as attributes on the batch object. In |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1193 addition, it has several more attributes: |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
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|
1194 |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1195 =============== ============================================================ |
|
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Richard Jones <richard@users.sourceforge.net>
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diff
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|
1196 Attribute Description |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1197 =============== ============================================================ |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1198 start indicates the start index of the batch. *Note: unlike the |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
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|
1199 argument, is a 1-based index (I know, lame)* |
|
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more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
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|
1200 first indicates the start index of the batch *as a 0-based |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1201 index* |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1202 length the actual number of elements in the batch |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1203 sequence_length the length of the original, unbatched, sequence. |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1204 =============== ============================================================ |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1205 |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1206 And several methods: |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1207 |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1208 =============== ============================================================ |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1209 Method Description |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1210 =============== ============================================================ |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1211 previous returns a new Batch with the previous batch settings |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1212 next returns a new Batch with the next batch settings |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1213 propchanged detect if the named property changed on the current item |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1214 when compared to the last item |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1215 =============== ============================================================ |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1216 |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1217 An example of batching:: |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1218 |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1219 <table class="otherinfo"> |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1220 <tr><th colspan="4" class="header">Existing Keywords</th></tr> |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1221 <tr tal:define="keywords db/keyword/list" |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1222 tal:repeat="start python:range(0, len(keywords), 4)"> |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1223 <td tal:define="batch python:utils.Batch(keywords, 4, start)" |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1224 tal:repeat="keyword batch" tal:content="keyword/name">keyword here</td> |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1225 </tr> |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1226 </table> |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1227 |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1228 ... which will produce a table with four columns containing the items of the |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1229 "keyword" class (well, their "name" anyway). |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1230 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1231 Displaying Properties |
| 1098 | 1232 --------------------- |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1233 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1234 Properties appear in the user interface in three contexts: in indices, in |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1235 editors, and as search arguments. |
|
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1236 For each type of property, there are several display possibilities. |
|
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1237 For example, in an index view, a string property may just be |
|
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1238 printed as a plain string, but in an editor view, that property may be |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1239 displayed in an editable field. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1240 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1241 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1242 Index Views |
| 1098 | 1243 ----------- |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1244 |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1245 This is one of the class context views. It is also the default view for |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1246 classes. The template used is "*classname*.index". |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1247 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1248 Index View Specifiers |
| 1098 | 1249 ~~~~~~~~~~~~~~~~~~~~~ |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1250 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1251 An index view specifier (URL fragment) looks like this (whitespace has been |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1252 added for clarity):: |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1253 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1254 /issue?status=unread,in-progress,resolved& |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1255 topic=security,ui& |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1256 :group=+priority& |
| 1098 | 1257 :sort==activity& |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1258 :filters=status,topic& |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1259 :columns=title,status,fixer |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1260 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1261 The index view is determined by two parts of the specifier: the layout part and |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1262 the filter part. The layout part consists of the query parameters that begin |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1263 with colons, and it determines the way that the properties of selected items |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1264 are displayed. The filter part consists of all the other query parameters, and |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1265 it determines the criteria by which items are selected for display. |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1266 The filter part is interactively manipulated with the form widgets displayed in |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1267 the filter section. The layout part is interactively manipulated by clicking on |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1268 the column headings in the table. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1269 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1270 The filter part selects the union of the sets of items with values matching any |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1271 specified Link properties and the intersection of the sets of items with values |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1272 matching any specified Multilink properties. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1273 |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1274 The example specifies an index of "issue" items. Only items with a "status" of |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1275 either "unread" or "in-progres" or "resolved" are displayed, and only items |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1276 with "topic" values including both "security" and "ui" are displayed. The items |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1277 are grouped by priority, arranged in ascending order; and within groups, sorted |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1278 by activity, arranged in descending order. The filter section shows filters for |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1279 the "status" and "topic" properties, and the table includes columns for the |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1280 "title", "status", and "fixer" properties. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1281 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1282 Filtering of indexes |
| 1098 | 1283 ~~~~~~~~~~~~~~~~~~~~ |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1284 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1285 TODO |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1286 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1287 Searching Views |
| 1098 | 1288 --------------- |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1289 |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1290 This is one of the class context views. The template used is typically |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1291 "*classname*.search". |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1292 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1293 TODO |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1294 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1295 Item Views |
| 1098 | 1296 ---------- |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1297 |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1298 The basic view of a hyperdb item is provided by the "*classname*.item" |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1299 template. It generally has three sections; an "editor", a "spool" and a |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1300 "history" section. |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1301 |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1302 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1303 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1304 Editor Section |
| 1098 | 1305 ~~~~~~~~~~~~~~ |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1306 |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1307 The editor section is used to manipulate the item - it may be a |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1308 static display if the user doesn't have permission to edit the item. |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1309 |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1310 Here's an example of a basic editor template (this is the default "classic" |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1311 template issue item edit form - from the "issue.item" template):: |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1312 |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1313 <table class="form"> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1314 <tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1315 <th nowrap>Title</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1316 <td colspan=3 tal:content="structure python:context.title.field(size=60)">title</td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1317 </tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1318 |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1319 <tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1320 <th nowrap>Priority</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1321 <td tal:content="structure context/priority/menu">priority</td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1322 <th nowrap>Status</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1323 <td tal:content="structure context/status/menu">status</td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1324 </tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1325 |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1326 <tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1327 <th nowrap>Superseder</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1328 <td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1329 <span tal:replace="structure python:context.superseder.field(showid=1, size=20)" /> |
|
1113
a95428868bf4
Added the missing keyword/topic interface to classic template (blush)
Richard Jones <richard@users.sourceforge.net>
parents:
1100
diff
changeset
|
1330 <span tal:replace="structure python:db.issue.classhelp('id,title')" /> |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1331 <span tal:condition="context/superseder"> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1332 <br>View: <span tal:replace="structure python:context.superseder.link(showid=1)" /> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1333 </span> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1334 </td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1335 <th nowrap>Nosy List</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1336 <td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1337 <span tal:replace="structure context/nosy/field" /> |
|
1113
a95428868bf4
Added the missing keyword/topic interface to classic template (blush)
Richard Jones <richard@users.sourceforge.net>
parents:
1100
diff
changeset
|
1338 <span tal:replace="structure python:db.user.classhelp('username,realname,address,phone')" /> |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1339 </td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1340 </tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1341 |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1342 <tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1343 <th nowrap>Assigned To</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1344 <td tal:content="structure context/assignedto/menu"> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1345 assignedto menu |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1346 </td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1347 <td> </td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1348 <td> </td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1349 </tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1350 |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1351 <tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1352 <th nowrap>Change Note</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1353 <td colspan=3> |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1354 <textarea name=":note" wrap="hard" rows="5" cols="60"></textarea> |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1355 </td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1356 </tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1357 |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1358 <tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1359 <th nowrap>File</th> |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1360 <td colspan=3><input type="file" name=":file" size="40"></td> |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1361 </tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1362 |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1363 <tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1364 <td> </td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1365 <td colspan=3 tal:content="structure context/submit"> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1366 submit button will go here |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1367 </td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1368 </tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1369 </table> |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1370 |
|
673
604c84696461
link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents:
659
diff
changeset
|
1371 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1372 When a change is submitted, the system automatically generates a message |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1373 describing the changed properties. As shown in the example, the editor |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1374 template can use the ":note" and ":file" fields, which are added to the |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1375 standard change note message generated by Roundup. |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1376 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1377 Spool Section |
| 1098 | 1378 ~~~~~~~~~~~~~ |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1379 |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1380 The spool section lists related information like the messages and files of |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1381 an issue. |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1382 |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1383 TODO |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1384 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1385 |
|
1074
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1386 History Section |
| 1098 | 1387 ~~~~~~~~~~~~~~~ |
|
1074
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1388 |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1389 The final section displayed is the history of the item - its database journal. |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1390 This is generally generated with the template:: |
|
659
e429649ed124
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changeset
|
1391 |
|
1074
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1392 <tal:block tal:replace="structure context/history" /> |
|
954ad22eb7d9
more doc, more cleanup
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diff
changeset
|
1393 |
|
954ad22eb7d9
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diff
changeset
|
1394 *To be done:* |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1395 |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1396 *The actual history entries of the item may be accessed for manual templating |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1397 through the "journal" method of the item*:: |
|
954ad22eb7d9
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diff
changeset
|
1398 |
|
954ad22eb7d9
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diff
changeset
|
1399 <tal:block tal:repeat="entry context/journal"> |
|
954ad22eb7d9
more doc, more cleanup
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diff
changeset
|
1400 a journal entry |
|
954ad22eb7d9
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diff
changeset
|
1401 </tal:block> |
|
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changeset
|
1402 |
|
954ad22eb7d9
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|
1403 *where each journal entry is an HTMLJournalEntry.* |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1404 |
| 1098 | 1405 Defining new web actions |
| 1406 ------------------------ | |
| 1407 | |
| 1408 XXX | |
| 1409 | |
|
910
299f4890427d
documentation reorg post-new-security
Richard Jones <richard@users.sourceforge.net>
parents:
909
diff
changeset
|
1410 |
| 935 | 1411 Access Controls |
| 1098 | 1412 =============== |
|
910
299f4890427d
documentation reorg post-new-security
Richard Jones <richard@users.sourceforge.net>
parents:
909
diff
changeset
|
1413 |
|
299f4890427d
documentation reorg post-new-security
Richard Jones <richard@users.sourceforge.net>
parents:
909
diff
changeset
|
1414 A set of Permissions are built in to the security module by default: |
|
299f4890427d
documentation reorg post-new-security
Richard Jones <richard@users.sourceforge.net>
parents:
909
diff
changeset
|
1415 |
|
299f4890427d
documentation reorg post-new-security
Richard Jones <richard@users.sourceforge.net>
parents:
909
diff
changeset
|
1416 - Edit (everything) |
|
299f4890427d
documentation reorg post-new-security
Richard Jones <richard@users.sourceforge.net>
parents:
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1417 - View (everything) |
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1418 |
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1419 The default interfaces define: |
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1420 |
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1421 - Web Registration |
| 935 | 1422 - Web Access |
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1423 - Web Roles |
|
910
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1424 - Email Registration |
| 935 | 1425 - Email Access |
|
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1426 |
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1427 These are hooked into the default Roles: |
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1428 |
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1429 - Admin (Edit everything, View everything, Web Roles) |
| 935 | 1430 - User (Web Access, Email Access) |
|
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1431 - Anonymous (Web Registration, Email Registration) |
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1432 |
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1433 And finally, the "admin" user gets the "Admin" Role, and the "anonymous" user |
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1434 gets the "Anonymous" assigned when the database is initialised on installation. |
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1435 The two default schemas then define: |
|
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1436 |
|
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1437 - Edit issue, View issue (both) |
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1438 - Edit file, View file (both) |
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1439 - Edit msg, View msg (both) |
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1440 - Edit support, View support (extended only) |
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1441 |
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1442 and assign those Permissions to the "User" Role. New users are assigned the |
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1443 Roles defined in the config file as: |
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1444 |
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1445 - NEW_WEB_USER_ROLES |
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1446 - NEW_EMAIL_USER_ROLES |
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1447 |
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1448 You may alter the configuration variables to change the Role that new web or |
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1449 email users get, for example to not give them access to the web interface if |
|
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1450 they register through email. |
|
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1451 |
| 935 | 1452 You may use the ``roundup-admin`` "``security``" command to display the |
|
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1453 current Role and Permission configuration in your tracker. |
| 935 | 1454 |
|
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1455 Adding a new Permission |
| 1098 | 1456 ----------------------- |
|
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1457 |
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1458 When adding a new Permission, you will need to: |
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1459 |
|
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1460 1. add it to your tracker's dbinit so it is created |
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1461 2. enable it for the Roles that should have it (verify with |
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1462 "``roundup-admin security``") |
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1463 3. add it to the relevant HTML interface templates |
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1464 4. add it to the appropriate xxxPermission methods on in your tracker |
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1465 interfaces module |
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1466 |
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1467 |
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1468 |
| 1100 | 1469 Examples |
| 1470 ======== | |
| 1471 | |
| 1472 Adding a new field to a roundup schema | |
| 1473 -------------------------------------- | |
| 1474 | |
| 1475 This example shows how to add a new constrained property (ie. a selection of | |
| 1476 distinct values) to your tracker. | |
| 1098 | 1477 |
| 1478 Introduction | |
| 1100 | 1479 ~~~~~~~~~~~~ |
| 1098 | 1480 |
| 1481 To make the classic schema of roundup useful as a todo tracking system | |
| 1482 for a group of systems administrators, it needed an extra data field | |
| 1483 per issue: a category. | |
| 1484 | |
| 1485 This would let sysads quickly list all todos in their particular | |
| 1486 area of interest without having to do complex queries, and without | |
| 1487 relying on the spelling capabilities of other sysads (a losing | |
| 1488 proposition at best). | |
| 1489 | |
| 1490 Adding a field to the database | |
| 1100 | 1491 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1492 |
| 1493 This is the easiest part of the change. The category would just be a plain | |
| 1494 string, nothing fancy. To change what is in the database you need to add | |
| 1495 some lines to the ``open()`` function in ``dbinit.py``:: | |
| 1496 | |
| 1497 category = Class(db, "category", name=String()) | |
| 1498 category.setkey("name") | |
| 1499 | |
| 1500 Here we are setting up a chunk of the database which we are calling | |
| 1501 "category". It contains a string, which we are refering to as "name" for | |
| 1502 lack of a more imaginative title. Then we are setting the key of this chunk | |
| 1503 of the database to be that "name". This is equivalent to an index for | |
| 1504 database types. This also means that there can only be one category with a | |
| 1505 given name. | |
| 1506 | |
| 1507 Adding the above lines allows us to create categories, but they're not tied | |
| 1508 to the issues that we are going to be creating. It's just a list of categories | |
| 1509 off on its own, which isn't much use. We need to link it in with the issues. | |
| 1510 To do that, find the lines in the ``open()`` function in ``dbinit.py`` which | |
| 1511 set up the "issue" class, and then add a link to the category:: | |
| 1512 | |
| 1513 issue = IssueClass(db, "issue", ... , category=Multilink("category"), ... ) | |
| 1514 | |
| 1515 The Multilink() means that each issue can have many categories. If you were | |
| 1516 adding something with a more one to one relationship use Link() instead. | |
| 1517 | |
| 1518 That is all you need to do to change the schema. The rest of the effort is | |
| 1519 fiddling around so you can actually use the new category. | |
| 1520 | |
| 1521 Setting up security on the new objects | |
| 1100 | 1522 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1523 |
| 1524 By default only the admin user can look at and change objects. This doesn't | |
| 1525 suit us, as we want any user to be able to create new categories as | |
| 1526 required, and obviously everyone needs to be able to view the categories of | |
| 1527 issues for it to be useful. | |
| 1528 | |
| 1529 We therefore need to change the security of the category objects. This is | |
| 1530 also done in the ``open()`` function of ``dbinit.py``. | |
| 1531 | |
| 1532 There are currently two loops which set up permissions and then assign them | |
| 1533 to various roles. Simply add the new "category" to both lists:: | |
| 1534 | |
| 1535 # new permissions for this schema | |
| 1536 for cl in 'issue', 'file', 'msg', 'user', 'category': | |
| 1537 db.security.addPermission(name="Edit", klass=cl, | |
| 1538 description="User is allowed to edit "+cl) | |
| 1539 db.security.addPermission(name="View", klass=cl, | |
| 1540 description="User is allowed to access "+cl) | |
| 1541 | |
| 1542 # Assign the access and edit permissions for issue, file and message | |
| 1543 # to regular users now | |
| 1544 for cl in 'issue', 'file', 'msg', 'category': | |
| 1545 p = db.security.getPermission('View', cl) | |
| 1546 db.security.addPermissionToRole('User', p) | |
| 1547 p = db.security.getPermission('Edit', cl) | |
| 1548 db.security.addPermissionToRole('User', p) | |
| 1549 | |
| 1550 So you are in effect doing the following:: | |
| 1551 | |
| 1552 db.security.addPermission(name="Edit", klass='category', | |
| 1553 description="User is allowed to edit "+'category') | |
| 1554 db.security.addPermission(name="View", klass='category', | |
| 1555 description="User is allowed to access "+'category') | |
| 1556 | |
| 1557 which is creating two permission types; that of editing and viewing | |
| 1558 "category" objects respectively. Then the following lines assign those new | |
| 1559 permissions to the "User" role, so that normal users can view and edit | |
| 1560 "category" objects:: | |
| 1561 | |
| 1562 p = db.security.getPermission('View', 'category') | |
| 1563 db.security.addPermissionToRole('User', p) | |
| 1564 | |
| 1565 p = db.security.getPermission('Edit', 'category') | |
| 1566 db.security.addPermissionToRole('User', p) | |
| 1567 | |
| 1568 This is all the work that needs to be done for the database. It will store | |
| 1569 categories, and let users view and edit them. Now on to the interface | |
| 1570 stuff. | |
| 1571 | |
| 1572 Changing the web left hand frame | |
| 1100 | 1573 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1574 |
| 1575 We need to give the users the ability to create new categories, and the | |
| 1576 place to put the link to this functionality is in the left hand function | |
| 1577 bar, under the "Issues" area. The file that defines how this area looks is | |
| 1578 ``html/page``, which is what we are going to be editing next. | |
| 1579 | |
| 1580 If you look at this file you can see that it contains a lot of "classblock" | |
| 1581 sections which are chunks of HTML that will be included or excluded in the | |
| 1582 output depending on whether the condition in the classblock is met. Under | |
| 1583 the end of the classblock for issue is where we are going to add the | |
| 1584 category code:: | |
| 1585 | |
| 1586 <p class="classblock" | |
| 1587 tal:condition="python:request.user.hasPermission('View', 'category')"> | |
| 1588 <b>Categories</b><br> | |
| 1589 <a tal:condition="python:request.user.hasPermission('Edit', 'category')" | |
| 1590 href="category?:template=item">New Category<br></a> | |
| 1591 </p> | |
| 1592 | |
| 1593 The first two lines is the classblock definition, which sets up a condition | |
| 1594 that only users who have "View" permission to the "category" object will | |
| 1595 have this section included in their output. Next comes a plain "Categories" | |
| 1596 header in bold. Everyone who can view categories will get that. | |
| 1597 | |
| 1598 Next comes the link to the editing area of categories. This link will only | |
| 1599 appear if the condition is matched: that condition being that the user has | |
| 1600 "Edit" permissions for the "category" objects. If they do have permission | |
| 1601 then they will get a link to another page which will let the user add new | |
| 1602 categories. | |
| 1603 | |
| 1604 Note that if you have permission to view but not edit categories then all | |
| 1605 you will see is a "Categories" header with nothing underneath it. This is | |
| 1606 obviously not very good interface design, but will do for now. I just claim | |
| 1607 that it is so I can add more links in this section later on. However to fix | |
| 1608 the problem you could change the condition in the classblock statement, so | |
| 1609 that only users with "Edit" permission would see the "Categories" stuff. | |
| 1610 | |
| 1611 Setting up a page to edit categories | |
| 1100 | 1612 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1613 |
| 1614 We defined code in the previous section which let users with the | |
| 1615 appropriate permissions see a link to a page which would let them edit | |
| 1616 conditions. Now we have to write that page. | |
| 1617 | |
| 1618 The link was for the item template for the category object. This translates | |
| 1619 into the system looking for a file called ``category.item`` in the ``html`` | |
| 1620 tracker directory. This is the file that we are going to write now. | |
| 1621 | |
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1622 First we add an info tag in a comment which doesn't affect the outcome |
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1623 of the code at all but is useful for debugging. If you load a page in a |
| 1098 | 1624 browser and look at the page source, you can see which sections come |
| 1625 from which files by looking for these comments:: | |
| 1626 | |
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1627 <!-- category.item --> |
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1628 |
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1629 Next we need to add in the METAL macro stuff so we get the normal page |
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1630 trappings:: |
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1631 |
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1632 <tal:block metal:use-macro="templates/page/macros/page"> |
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1633 <title metal:fill-slot="head_title">Category editing</title> |
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1634 <td class="page-header-top" metal:fill-slot="body_title"> |
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1635 <h2>Category editing</h2> |
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1636 </td> |
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1637 <td class="content" metal:fill-slot="content"> |
| 1098 | 1638 |
| 1639 Next we need to setup up a standard HTML form, which is the whole | |
| 1640 purpose of this file. We link to some handy javascript which sends the form | |
| 1641 through only once. This is to stop users hitting the send button | |
| 1642 multiple times when they are impatient and thus having the form sent | |
| 1643 multiple times:: | |
| 1644 | |
| 1645 <form method="POST" onSubmit="return submit_once()" | |
| 1646 enctype="multipart/form-data"> | |
| 1647 | |
| 1648 Next we define some code which sets up the minimum list of fields that we | |
| 1649 require the user to enter. There will be only one field, that of "name", so | |
| 1650 they user better put something in it otherwise the whole form is pointless:: | |
| 1651 | |
| 1652 <input type="hidden" name=":required" value="name"> | |
| 1653 | |
| 1654 To get everything to line up properly we will put everything in a table, | |
| 1655 and put a nice big header on it so the user has an idea what is happening:: | |
| 1656 | |
| 1657 <table class="form"> | |
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1658 <tr><th class="header" colspan=2>Category</th></tr> |
| 1098 | 1659 |
| 1660 Next we need the actual field that the user is going to enter the new | |
| 1661 category. The "context.name.field(size=60)" bit tells roundup to generate a | |
| 1662 normal HTML field of size 60, and the contents of that field will be the | |
| 1663 "name" variable of the current context (which is "category"). The upshot of | |
| 1664 this is that when the user types something in to the form, a new category | |
| 1665 will be created with that name:: | |
| 1666 | |
| 1667 <tr> | |
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1668 <th nowrap>Name</th> |
| 1098 | 1669 <td tal:content="structure python:context.name.field(size=60)">name</td> |
| 1670 </tr> | |
| 1671 | |
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1672 Then a submit button so that the user can submit the new category:: |
| 1098 | 1673 |
| 1674 <tr> | |
| 1675 <td> </td> | |
| 1676 <td colspan=3 tal:content="structure context/submit"> | |
| 1677 submit button will go here | |
| 1678 </td> | |
| 1679 </tr> | |
| 1680 | |
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1681 Finally we finish off the tags we used at the start to do the METAL stuff:: |
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1682 |
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1683 </td> |
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1684 </tal:block> |
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1685 |
| 1098 | 1686 So putting it all together, and closing the table and form we get:: |
| 1687 | |
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1688 <!-- category.item --> |
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1689 <tal:block metal:use-macro="templates/page/macros/page"> |
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1690 <title metal:fill-slot="head_title">Category editing</title> |
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1691 <td class="page-header-top" metal:fill-slot="body_title"> |
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1692 <h2>Category editing</h2> |
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1693 </td> |
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1694 <td class="content" metal:fill-slot="content"> |
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1695 <form method="POST" onSubmit="return submit_once()" |
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1696 enctype="multipart/form-data"> |
| 1098 | 1697 |
|
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1698 <input type="hidden" name=":required" value="name"> |
| 1098 | 1699 |
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1700 <table class="form"> |
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1701 <tr><th class="header" colspan=2>Category</th></tr> |
| 1098 | 1702 |
|
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1703 <tr> |
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1704 <th nowrap>Name</th> |
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1705 <td tal:content="structure python:context.name.field(size=60)">name</td> |
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1706 </tr> |
| 1098 | 1707 |
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1708 <tr> |
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1709 <td> </td> |
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1710 <td colspan=3 tal:content="structure context/submit"> |
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1711 submit button will go here |
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1712 </td> |
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1713 </tr> |
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1714 </table> |
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1715 </form> |
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1716 </td> |
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1717 </tal:block> |
| 1098 | 1718 |
| 1719 This is quite a lot to just ask the user one simple question, but | |
| 1720 there is a lot of setup for basically one line (the form line) to do | |
| 1721 its work. To add another field to "category" would involve one more line | |
| 1722 (well maybe a few extra to get the formatting correct). | |
| 1723 | |
| 1724 Adding the category to the issue | |
| 1100 | 1725 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1726 |
| 1727 We now have the ability to create issues to our hearts content, but | |
| 1728 that is pointless unless we can assign categories to issues. Just like | |
| 1729 the ``html/category.item`` file was used to define how to add a new | |
| 1730 category, the ``html/issue.item`` is used to define how a new issue is | |
| 1731 created. | |
| 1732 | |
| 1733 Just like ``category.issue`` this file defines a form which has a table to lay | |
| 1734 things out. It doesn't matter where in the table we add new stuff, | |
| 1735 it is entirely up to your sense of aesthetics:: | |
| 1736 | |
| 1737 <th nowrap>Category</th> | |
| 1738 <td><span tal:replace="structure context/category/field" /> | |
|
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1739 <span tal:replace="structure db/category/classhelp" /> |
| 1098 | 1740 </td> |
| 1741 | |
| 1742 First we define a nice header so that the user knows what the next section | |
| 1743 is, then the middle line does what we are most interested in. This | |
| 1744 ``context/category/field`` gets replaced with a field which contains the | |
| 1745 category in the current context (the current context being the new issue). | |
| 1746 | |
| 1747 The classhelp lines generate a link (labelled "list") to a popup window | |
| 1748 which contains the list of currently known categories. | |
| 1749 | |
| 1750 Searching on categories | |
| 1100 | 1751 ~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1752 |
| 1753 We can add categories, and create issues with categories. The next obvious | |
| 1754 thing that we would like to be would be to search issues based on their | |
| 1755 category, so that any one working on the web server could look at all | |
| 1756 issues in the category "Web" for example. | |
| 1757 | |
| 1758 If you look in the html/page file and look for the "Search Issues" you will | |
| 1759 see that it looks something like ``<a href="issue?:template=search">Search | |
| 1760 Issues</a>`` which shows us that when you click on "Search Issues" it will | |
| 1761 be looking for a ``issue.search`` file to display. So that is indeed the file | |
| 1762 that we are going to change. | |
| 1763 | |
| 1764 If you look at this file it should be starting to seem familiar. It is a | |
| 1765 simple HTML form using a table to define structure. You can add the new | |
| 1766 category search code anywhere you like within that form:: | |
| 1767 | |
| 1768 <tr> | |
| 1769 <th>Category:</th> | |
| 1770 <td> | |
| 1771 <select name="category"> | |
| 1772 <option value="">don't care</option> | |
| 1773 <option value="">------------</option> | |
| 1774 <option tal:repeat="s db/category/list" tal:attributes="value s/name" | |
| 1775 tal:content="s/name">category to filter on</option> | |
| 1776 </select> | |
| 1777 </td> | |
| 1778 <td><input type="checkbox" name=":columns" value="category" checked></td> | |
| 1779 <td><input type="radio" name=":sort" value="category"></td> | |
| 1780 <td><input type="radio" name=":group" value="category"></td> | |
| 1781 </tr> | |
| 1782 | |
| 1783 Most of this is straightforward to anyone who knows HTML. It is just | |
| 1784 setting up a select list followed by a checkbox and a couple of radio | |
| 1785 buttons. | |
| 1786 | |
| 1787 The ``tal:repeat`` part repeats the tag for every item in the "category" | |
| 1788 table and setting "s" to be each category in turn. | |
| 1789 | |
| 1790 The ``tal:attributes`` part is setting up the ``value=`` part of the option tag | |
| 1791 to be the name part of "s" which is the current category in the loop. | |
| 1792 | |
| 1793 The ``tal:content`` part is setting the contents of the option tag to be the | |
| 1794 name part of "s" again. For objects more complex than category, obviously | |
| 1795 you would put an id in the value, and the descriptive part in the content; | |
| 1796 but for category they are the same. | |
| 1797 | |
| 1798 Adding category to the default view | |
| 1100 | 1799 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1800 |
| 1801 We can now add categories, add issues with categories, and search issues | |
| 1802 based on categories. This is everything that we need to do, however there | |
| 1803 is some more icing that we would like. I think the category of an issue is | |
| 1804 important enough that it should be displayed by default when listing all | |
| 1805 the issues. | |
| 1806 | |
| 1807 Unfortunately, this is a bit less obvious than the previous steps. The code | |
| 1808 defining how the issues look is in ``html/issue.index``. This is a large table | |
| 1809 with a form down the bottom for redisplaying and so forth. | |
| 1810 | |
| 1811 Firstly we need to add an appropriate header to the start of the table:: | |
| 1812 | |
| 1813 <th tal:condition="request/show/category">Category</th> | |
| 1814 | |
| 1815 The condition part of this statement is so that if the user has selected | |
| 1816 not to see the Category column then they won't. | |
| 1817 | |
| 1818 The rest of the table is a loop which will go through every issue that | |
| 1819 matches the display criteria. The loop variable is "i" - which means that | |
| 1820 every issue gets assigned to "i" in turn. | |
| 1821 | |
| 1822 The new part of code to display the category will look like this:: | |
| 1823 | |
| 1824 <td tal:condition="request/show/category" tal:content="i/category"></td> | |
| 1825 | |
| 1826 The condition is the same as above: only display the condition when the | |
| 1827 user hasn't asked for it to be hidden. The next part is to set the content | |
| 1828 of the cell to be the category part of "i" - the current issue. | |
| 1829 | |
| 1830 Finally we have to edit ``html/page`` again. This time to tell it that when the | |
| 1831 user clicks on "Unnasigned Issues" or "All Issues" that the category should | |
| 1832 be displayed. If you scroll down the page file, you can see the links with | |
| 1833 lots of options. The option that we are interested in is the ``:columns=`` one | |
| 1834 which tells roundup which fields of the issue to display. Simply add | |
| 1835 "category" to that list and it all should work. | |
| 1836 | |
| 1837 | |
| 1100 | 1838 Adding in state transition control |
| 1839 ---------------------------------- | |
| 1840 | |
| 1841 Sometimes tracker admins want to control the states that users may move issues | |
| 1842 to. | |
| 1843 | |
| 1844 1. add a Multilink property to the status class:: | |
| 1845 | |
| 1846 stat = Class(db, "status", ... , transitions=Multilink('status'), ...) | |
| 1847 | |
| 1848 and then edit the statuses already created through the web using the | |
| 1849 generic class list / CSV editor. | |
| 1850 | |
| 1851 2. add an auditor module ``checktransition.py`` in your tracker's | |
| 1852 ``detectors`` directory:: | |
| 1853 | |
| 1854 def checktransition(db, cl, nodeid, newvalues): | |
| 1855 ''' Check that the desired transition is valid for the "status" | |
| 1856 property. | |
| 1857 ''' | |
| 1858 if not newvalues.has_key('status'): | |
| 1859 return | |
| 1860 current = cl.get(nodeid, 'status') | |
| 1861 new = newvalues['status'] | |
| 1862 if new == current: | |
| 1863 return | |
| 1864 ok = db.status.get(current, 'transitions') | |
| 1865 if new not in ok: | |
| 1866 raise ValueError, 'Status not allowed to move from "%s" to "%s"'%( | |
| 1867 db.status.get(current, 'name'), db.status.get(new, 'name')) | |
| 1868 | |
| 1869 def init(db): | |
| 1870 db.issue.audit('set', checktransition) | |
| 1871 | |
| 1872 3. in the ``issue.item`` template, change the status editing bit from:: | |
| 1873 | |
| 1874 <th nowrap>Status</th> | |
| 1875 <td tal:content="structure context/status/menu">status</td> | |
| 1876 | |
| 1877 to:: | |
| 1878 | |
| 1879 <th nowrap>Status</th> | |
| 1880 <td> | |
| 1881 <select tal:condition="context/id" name="status"> | |
| 1882 <tal:block tal:define="ok context/status/transitions" | |
| 1883 tal:repeat="state db/status/list"> | |
| 1884 <option tal:condition="python:state.id in ok" | |
| 1885 tal:attributes="value state/id; | |
| 1886 selected python:state.id == context.status.id" | |
| 1887 tal:content="state/name"></option> | |
| 1888 </tal:block> | |
| 1889 </select> | |
| 1890 <tal:block tal:condition="not:context/id" | |
| 1891 tal:replace="structure context/status/menu" /> | |
| 1892 </td> | |
| 1893 | |
| 1894 which displays only the allowed status to transition to. | |
| 1895 | |
| 1896 | |
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1897 Displaying entire message contents in the issue display |
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1898 ------------------------------------------------------- |
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1899 |
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1900 Alter the issue.item template section for messages to:: |
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1901 |
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1902 <table class="messages" tal:condition="context/messages"> |
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1903 <tr><th colspan=3 class="header">Messages</th></tr> |
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1904 <tal:block tal:repeat="msg context/messages/reverse"> |
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1905 <tr> |
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1906 <th><a tal:attributes="href string:msg${msg/id}" |
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1907 tal:content="string:msg${msg/id}"></a></th> |
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1908 <th tal:content="string:Author: ${msg/author}">author</th> |
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1909 <th tal:content="string:Date: ${msg/date}">date</th> |
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1910 </tr> |
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1911 <tr> |
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1912 <td colspan="3" class="content"> |
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1913 <pre tal:content="msg/content">content</pre> |
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1914 </td> |
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1915 </tr> |
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1916 </tal:block> |
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1917 </table> |
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1918 |
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1919 Restricting the list of users that are assignable to a task |
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1920 ----------------------------------------------------------- |
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1921 |
| 1150 | 1922 1. In your tracker's "dbinit.py", create a new Role, say "Developer":: |
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1923 |
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1924 db.security.addRole(name='Developer', description='A developer') |
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1925 |
| 1150 | 1926 2. Just after that, create a new Permission, say "Fixer", specific to "issue":: |
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1927 |
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1928 p = db.security.addPermission(name='Fixer', klass='issue', |
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1929 description='User is allowed to be assigned to fix issues') |
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1930 |
| 1150 | 1931 3. Then assign the new Permission to your "Developer" Role:: |
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1932 |
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1933 db.security.addPermissionToRole('Developer', p) |
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1934 |
| 1150 | 1935 4. In the issue item edit page ("html/issue.item" in your tracker dir), use |
| 1936 the new Permission in restricting the "assignedto" list:: | |
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1937 |
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1938 <select name="assignedto"> |
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1939 <option value="-1">- no selection -</option> |
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1940 <tal:block tal:repeat="user db/user/list"> |
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1941 <option tal:condition="python:user.hasPermission('Fixer', context.classname)" |
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1942 tal:attributes="value user/id; |
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1943 selected python:user.id == context.assignedto" |
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1944 tal:content="user/realname"></option> |
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1945 </tal:block> |
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1946 </select> |
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1947 |
| 1149 | 1948 For extra security, you may wish to set up an auditor to enforce the |
| 1150 | 1949 Permission requirement (install this as "assignedtoFixer.py" in your tracker |
| 1950 "detectors" directory):: | |
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1951 |
| 1149 | 1952 def assignedtoMustBeFixer(db, cl, nodeid, newvalues): |
| 1953 ''' Ensure the assignedto value in newvalues is a used with the Fixer | |
| 1954 Permission | |
| 1955 ''' | |
| 1956 if not newvalues.has_key('assignedto'): | |
| 1957 # don't care | |
| 1958 return | |
| 1959 | |
| 1960 # get the userid | |
| 1961 userid = newvalues['assignedto'] | |
| 1962 if not db.security.hasPermission('Fixer', userid, cl.classname): | |
| 1963 raise ValueError, 'You do not have permission to edit %s'%cl.classname | |
| 1964 | |
| 1965 def init(db): | |
| 1966 db.issue.audit('set', assignedtoMustBeFixer) | |
| 1967 db.issue.audit('create', assignedtoMustBeFixer) | |
| 1968 | |
| 1969 So now, if the edit attempts to set the assignedto to a user that doesn't have | |
| 1970 the "Fixer" Permission, the error will be raised. | |
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1971 |
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1972 |
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1973 Setting up a "wizard" (or "druid") for controlled adding of issues |
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1974 ------------------------------------------------------------------ |
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1975 |
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1976 1. Set up the page templates you wish to use for data input. My wizard |
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1977 is going to be a two-step process, first figuring out what category of |
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1978 issue the user is submitting, and then getting details specific to that |
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1979 category. The first page includes a table of help, explaining what the |
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1980 category names mean, and then the core of the form:: |
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1981 |
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1982 <form method="POST" onSubmit="return submit_once()" |
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1983 enctype="multipart/form-data"> |
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1984 <input type="hidden" name=":template" value="add_page1"> |
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1985 <input type="hidden" name=":action" value="page1submit"> |
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1986 |
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1987 <strong>Category:</strong> |
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1988 <tal:block tal:replace="structure context/category/menu" /> |
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1989 <input type="submit" value="Continue"> |
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1990 </form> |
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1991 |
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1992 The next page has the usual issue entry information, with the addition of |
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1993 the following form fragments:: |
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1994 |
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1995 <form method="POST" onSubmit="return submit_once()" |
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1996 enctype="multipart/form-data" tal:condition="context/is_edit_ok" |
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1997 tal:define="cat request/form/category/value"> |
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1998 |
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1999 <input type="hidden" name=":template" value="add_page2"> |
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2000 <input type="hidden" name=":required" value="title"> |
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2001 <input type="hidden" name="category" tal:attributes="value cat"> |
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2002 |
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2003 . |
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2004 . |
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2005 . |
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2006 </form> |
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2007 |
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2008 Note that later in the form, I test the value of "cat" include form |
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2009 elements that are appropriate. For example:: |
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2010 |
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2011 <tal:block tal:condition="python:cat in '6 10 13 14 15 16 17'.split()"> |
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2012 <tr> |
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2013 <th nowrap>Operating System</th> |
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2014 <td tal:content="structure context/os/field"></td> |
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2015 </tr> |
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2016 <tr> |
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2017 <th nowrap>Web Browser</th> |
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2018 <td tal:content="structure context/browser/field"></td> |
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2019 </tr> |
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2020 </tal:block> |
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2021 |
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2022 ... the above section will only be displayed if the category is one of 6, |
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2023 10, 13, 14, 15, 16 or 17. |
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2024 |
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2025 3. Determine what actions need to be taken between the pages - these are |
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2026 usually to validate user choices and determine what page is next. Now |
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2027 encode those actions in methods on the interfaces Client class and insert |
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2028 hooks to those actions in the "actions" attribute on that class, like so:: |
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2029 |
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2030 actions = client.Class.actions + ( |
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2031 ('page1_submit', page1SubmitAction), |
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2032 ) |
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2033 |
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2034 def page1SubmitAction(self): |
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2035 ''' Verify that the user has selected a category, and then move on |
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2036 to page 2. |
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2037 ''' |
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2038 category = self.form['category'].value |
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2039 if category == '-1': |
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2040 self.error_message.append('You must select a category of report') |
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2041 return |
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2042 # everything's ok, move on to the next page |
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2043 self.template = 'add_page2' |
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2044 |
| 1164 | 2045 4. Use the usual "new" action as the :action on the final page, and you're |
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2046 done (the standard context/submit method can do this for you). |
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2047 |
| 1098 | 2048 ------------------- |
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2049 |
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2050 Back to `Table of Contents`_ |
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2051 |
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2052 .. _`Table of Contents`: index.html |
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2053 |