Mercurial > p > roundup > code
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| author | Richard Jones <richard@users.sourceforge.net> |
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| date | Thu, 12 Sep 2002 03:57:09 +0000 |
| parents | 1fc1f92c5f31 |
| children | 36ec30d286ea |
| rev | line source |
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1 =================== |
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2 Customising Roundup |
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3 =================== |
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4 |
| 1125 | 5 :Version: $Revision: 1.31 $ |
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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 |
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363 The detectors in your tracker fire before (*auditors*) and after (*reactors*) |
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364 changes to the contents of your database. They are Python modules that sit in |
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365 your tracker's ``detectors`` directory. You will have some installed by |
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366 default - have a look. You can write new detectors or modify the existing |
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367 ones. The existing detectors installed for you are: |
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368 |
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369 **nosyreaction.py** |
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370 This provides the automatic nosy list maintenance and email sending. The nosy |
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371 reactor (``nosyreaction``) fires when new messages are added to issues. |
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372 The nosy auditor (``updatenosy``) fires when issues are changed and figures |
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373 what changes need to be made to the nosy list (like adding new authors etc) |
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374 **statusauditor.py** |
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375 This provides the ``chatty`` auditor which changes the issue status from |
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376 ``unread`` or ``closed`` to ``chatting`` if new messages appear. It also |
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377 provides the ``presetunread`` auditor which pre-sets the status to |
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378 ``unread`` on new items if the status isn't explicitly defined. |
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379 |
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380 See the detectors section in the `design document`__ for details of the |
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381 interface for detectors. |
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382 |
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383 __ design.html |
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384 |
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385 Sample additional detectors that have been found useful will appear in the |
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386 ``detectors`` directory of the Roundup distribution: |
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387 |
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388 **newissuecopy.py** |
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389 This detector sends an email to a team address whenever a new issue is |
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390 created. The address is hard-coded into the detector, so edit it before you |
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391 use it (look for the text 'team@team.host') or you'll get email errors! |
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392 |
| 1100 | 393 The detector code:: |
| 394 | |
| 395 from roundup import roundupdb | |
| 396 | |
| 397 def newissuecopy(db, cl, nodeid, oldvalues): | |
| 398 ''' Copy a message about new issues to a team address. | |
| 399 ''' | |
| 400 # so use all the messages in the create | |
| 401 change_note = cl.generateCreateNote(nodeid) | |
| 402 | |
| 403 # send a copy to the nosy list | |
| 404 for msgid in cl.get(nodeid, 'messages'): | |
| 405 try: | |
| 406 # note: last arg must be a list | |
| 407 cl.send_message(nodeid, msgid, change_note, ['team@team.host']) | |
| 408 except roundupdb.MessageSendError, message: | |
| 409 raise roundupdb.DetectorError, message | |
| 410 | |
| 411 def init(db): | |
| 412 db.issue.react('create', newissuecopy) | |
| 1091 | 413 |
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414 |
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415 Database Content |
| 1098 | 416 ================ |
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417 |
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418 Note: if you modify the content of definitional classes, you'll most likely |
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419 need to edit the tracker `detectors`_ to reflect your changes. |
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420 |
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421 Customisation of the special "definitional" classes (eg. status, priority, |
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422 resolution, ...) may be done either before or after the tracker is |
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423 initialised. The actual method of doing so is completely different in each |
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424 case though, so be careful to use the right one. |
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425 |
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426 **Changing content before tracker initialisation** |
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427 Edit the dbinit module in your tracker to alter the items created in using |
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428 the create() methods. |
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429 |
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430 **Changing content after tracker initialisation** |
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431 Use the roundup-admin interface's create, set and retire methods to add, |
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432 alter or remove items from the classes in question. |
|
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433 |
| 1091 | 434 XXX example |
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435 |
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436 |
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437 Web Interface |
| 1098 | 438 ============= |
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439 |
| 1125 | 440 .. contents:: |
| 441 :local: | |
| 442 :depth: 1 | |
| 443 | |
| 1091 | 444 The web is provided by the roundup.cgi.client module and is used by |
| 445 roundup.cgi, roundup-server and ZRoundup. | |
| 446 In all cases, we determine which tracker is being accessed | |
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447 (the first part of the URL path inside the scope of the CGI handler) and pass |
| 1091 | 448 control on to the tracker interfaces.Client class - which uses the Client class |
| 449 from roundup.cgi.client - which handles the rest of | |
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450 the access through its main() method. This means that you can do pretty much |
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451 anything you want as a web interface to your tracker. |
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452 |
| 1091 | 453 Repurcussions of changing the tracker schema |
| 1098 | 454 --------------------------------------------- |
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455 |
| 1091 | 456 If you choose to change the `tracker schema`_ you will need to ensure the web |
| 457 interface knows about it: | |
| 458 | |
| 459 1. Index, item and search pages for the relevant classes may need to have | |
| 460 properties added or removed, | |
| 461 2. The "page" template may require links to be changed, as might the "home" | |
| 462 page's content arguments. | |
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463 |
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464 How requests are processed |
| 1098 | 465 -------------------------- |
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466 |
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467 The basic processing of a web request proceeds as follows: |
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468 |
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469 1. figure out who we are, defaulting to the "anonymous" user |
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470 2. figure out what the request is for - we call this the "context" |
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471 3. handle any requested action (item edit, search, ...) |
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472 4. render a template, resulting in HTML output |
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473 |
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474 In some situations, exceptions occur: |
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475 |
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476 - HTTP Redirect (generally raised by an action) |
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477 - SendFile (generally raised by determine_context) |
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478 here we serve up a FileClass "content" property |
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479 - SendStaticFile (generally raised by determine_context) |
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480 here we serve up a file from the tracker "html" directory |
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481 - Unauthorised (generally raised by an action) |
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482 here the action is cancelled, the request is rendered and an error |
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483 message is displayed indicating that permission was not |
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484 granted for the action to take place |
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485 - NotFound (raised wherever it needs to be) |
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486 this exception percolates up to the CGI interface that called the client |
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487 |
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488 Determining web context |
| 1098 | 489 ----------------------- |
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490 |
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491 To determine the "context" of a request, we look at the URL and the special |
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492 request variable ``:template``. The URL path after the tracker identifier |
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493 is examined. Typical URL paths look like: |
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494 |
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495 1. ``/tracker/issue`` |
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496 2. ``/tracker/issue1`` |
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497 3. ``/tracker/_file/style.css`` |
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498 4. ``/cgi-bin/roundup.cgi/tracker/file1`` |
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499 5. ``/cgi-bin/roundup.cgi/tracker/file1/kitten.png`` |
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500 |
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501 where the "tracker identifier" is "tracker" in the above cases. That means |
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502 we're looking at "issue", "issue1", "_file/style.css", "file1" and |
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503 "file1/kitten.png" in the cases above. The path is generally only one |
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504 entry long - longer paths are handled differently. |
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505 |
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506 a. if there is no path, then we are in the "home" context. |
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507 b. if the path starts with "_file" (as in example 3, |
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508 "/tracker/_file/style.css"), then the additional path entry, |
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509 "style.css" specifies the filename of a static file we're to serve up |
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510 from the tracker "html" directory. Raises a SendStaticFile |
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511 exception. |
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512 c. if there is something in the path (as in example 1, "issue"), it identifies |
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513 the tracker class we're to display. |
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514 d. if the path is an item designator (as in examples 2 and 4, "issue1" and |
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515 "file1"), then we're to display a specific item. |
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516 e. if the path starts with an item designator and is longer than |
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517 one entry (as in example 5, "file1/kitten.png"), then we're assumed |
|
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518 to be handling an item of a |
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519 FileClass, and the extra path information gives the filename |
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520 that the client is going to label the download with (ie |
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521 "file1/kitten.png" is nicer to download than "file1"). This |
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522 raises a SendFile exception. |
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523 |
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524 Both b. and e. stop before we bother to |
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525 determine the template we're going to use. That's because they |
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526 don't actually use templates. |
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527 |
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528 The template used is specified by the ``:template`` CGI variable, |
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529 which defaults to: |
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530 |
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531 - only classname suplied: "index" |
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532 - full item designator supplied: "item" |
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533 |
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534 |
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535 Performing actions in web requests |
| 1098 | 536 ---------------------------------- |
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537 |
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538 When a user requests a web page, they may optionally also request for an |
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539 action to take place. As described in `how requests are processed`_, the |
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540 action is performed before the requested page is generated. Actions are |
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541 triggered by using a ``:action`` CGI variable, where the value is one of: |
|
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542 |
| 1125 | 543 **login** |
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544 Attempt to log a user in. |
| 1125 | 545 **logout** |
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546 Log the user out - make them "anonymous". |
| 1125 | 547 **register** |
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548 Attempt to create a new user based on the contents of the form and then log |
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549 them in. |
| 1125 | 550 **edit** |
|
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551 Perform an edit of an item in the database. There are some special form |
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552 elements you may use: |
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553 |
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554 :link=designator:property and :multilink=designator:property |
|
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555 The value specifies an item designator and the property on that |
|
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556 item to add _this_ item to as a link or multilink. |
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557 :note |
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558 Create a message and attach it to the current item's |
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559 "messages" property. |
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560 :file |
|
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561 Create a file and attach it to the current item's |
|
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562 "files" property. Attach the file to the message created from |
| 1091 | 563 the :note if it's supplied. |
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564 :required=property,property,... |
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565 The named properties are required to be filled in the form. |
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566 |
| 1125 | 567 **new** |
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568 Add a new item to the database. You may use the same special form elements |
|
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569 as in the "edit" action. |
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570 |
| 1125 | 571 **editCSV** |
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572 Performs an edit of all of a class' items in one go. See also the |
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573 *class*.csv templating method which generates the CSV data to be edited, and |
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574 the "_generic.index" template which uses both of these features. |
|
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575 |
| 1125 | 576 **search** |
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577 Mangle some of the form variables. |
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578 |
|
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|
579 Set the form ":filter" variable based on the values of the |
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580 filter variables - if they're set to anything other than |
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581 "dontcare" then add them to :filter. |
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582 |
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583 Also handle the ":queryname" variable and save off the query to |
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584 the user's query list. |
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585 |
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586 Each of the actions is implemented by a corresponding *actionAction* (where |
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587 "action" is the name of the action) method on |
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588 the roundup.cgi.Client class, which also happens to be in your tracker as |
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589 interfaces.Client. So if you need to define new actions, you may add them |
| 1098 | 590 there (see `defining new web actions`_). |
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591 |
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592 Each action also has a corresponding *actionPermission* (where |
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593 "action" is the name of the action) method which determines |
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594 whether the action is permissible given the current user. The base permission |
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595 checks are: |
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596 |
| 1125 | 597 **login** |
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598 Determine whether the user has permission to log in. |
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599 Base behaviour is to check the user has "Web Access". |
| 1125 | 600 **logout** |
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601 No permission checks are made. |
| 1125 | 602 **register** |
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603 Determine whether the user has permission to register |
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604 Base behaviour is to check the user has "Web Registration". |
| 1125 | 605 **edit** |
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606 Determine whether the user has permission to edit this item. |
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607 Base behaviour is to check the user can edit this class. If we're |
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608 editing the "user" class, users are allowed to edit their own |
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609 details. Unless it's the "roles" property, which requires the |
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610 special Permission "Web Roles". |
| 1125 | 611 **new** |
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612 Determine whether the user has permission to create (edit) this item. |
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613 Base behaviour is to check the user can edit this class. No |
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614 additional property checks are made. Additionally, new user items |
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615 may be created if the user has the "Web Registration" Permission. |
| 1125 | 616 **editCSV** |
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617 Determine whether the user has permission to edit this class. |
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618 Base behaviour is to check the user can edit this class. |
| 1125 | 619 **search** |
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620 Determine whether the user has permission to search this class. |
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621 Base behaviour is to check the user can view this class. |
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622 |
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623 |
| 1091 | 624 Default templates |
| 1098 | 625 ----------------- |
| 1091 | 626 |
| 627 Most customisation of the web view can be done by modifying the templates in | |
| 628 the tracker **html** directory. There are several types of files in there: | |
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629 |
| 1125 | 630 **page** |
| 1100 | 631 This template defines the overall look of your tracker. When you |
| 1091 | 632 view an issue, it appears inside this template. When you view an index, it |
| 1100 | 633 also appears inside this template. It will have a ``tal:content`` or |
| 634 ``tal:replace`` command with the expression ``structure content`` which | |
| 635 will show the issue, list of issues or whatever. | |
| 1125 | 636 **home** |
| 1091 | 637 the default page displayed when no other page is indicated by the user |
| 1125 | 638 **home.classlist** |
| 1091 | 639 a special version of the default page that lists the classes in the tracker |
| 1125 | 640 **classname.item** |
| 1091 | 641 displays an item of the *classname* class |
| 1125 | 642 **classname.index** |
| 1091 | 643 displays a list of *classname* items |
| 1125 | 644 **classname.search** |
| 1091 | 645 displays a search page for *classname* items |
| 1125 | 646 **_generic.index** |
| 1091 | 647 used to display a list of items where there is no *classname*.index available |
| 1125 | 648 **_generic.help** |
| 1091 | 649 used to display a "class help" page where there is no *classname*.help |
| 1125 | 650 **user.register** |
| 1091 | 651 a special page just for the user class that renders the registration page |
| 1125 | 652 **style.css** |
| 1091 | 653 a static file that is served up as-is |
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654 |
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655 How the templates work |
| 1098 | 656 ---------------------- |
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657 |
| 1083 | 658 Roundup's templates consist of special attributes on your template tags. These |
| 659 attributes form the Template Attribute Language, or TAL. The commands are: | |
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660 |
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661 |
| 1125 | 662 **tal:define="variable expression; variable expression; ..."** |
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663 Define a new variable that is local to this tag and its contents. For |
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664 example:: |
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665 |
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666 <html tal:define="title request/description"> |
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667 <head><title tal:content="title"></title></head> |
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668 </html> |
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669 |
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670 In the example, the variable "title" is defined as being the result of the |
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671 expression "request/description". The tal:content command inside the <html> |
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672 tag may then use the "title" variable. |
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673 |
| 1125 | 674 **tal:condition="expression"** |
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675 Only keep this tag and its contents if the expression is true. For example:: |
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676 |
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677 <p tal:condition="python:request.user.hasPermission('View', 'issue')"> |
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678 Display some issue information. |
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679 </p> |
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680 |
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681 In the example, the <p> tag and its contents are only displayed if the |
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682 user has the View permission for issues. We consider the number zero, a |
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683 blank string, an empty list, and the built-in variable nothing to be false |
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684 values. Nearly every other value is true, including non-zero numbers, and |
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685 strings with anything in them (even spaces!). |
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686 |
| 1125 | 687 **tal:repeat="variable expression"** |
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688 Repeat this tag and its contents for each element of the sequence that the |
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689 expression returns, defining a new local variable and a special "repeat" |
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690 variable for each element. For example:: |
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691 |
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692 <tr tal:repeat="u user/list"> |
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693 <td tal:content="u/id"></td> |
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694 <td tal:content="u/username"></td> |
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695 <td tal:content="u/realname"></td> |
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696 </tr> |
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697 |
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698 The example would iterate over the sequence of users returned by |
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699 "user/list" and define the local variable "u" for each entry. |
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700 |
| 1125 | 701 **tal:replace="expression"** |
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702 Replace this tag with the result of the expression. For example:: |
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703 |
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704 <span tal:replace="request/user/realname"></span> |
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705 |
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706 The example would replace the <span> tag and its contents with the user's |
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707 realname. If the user's realname was "Bruce" then the resultant output |
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708 would be "Bruce". |
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709 |
| 1125 | 710 **tal:content="expression"** |
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711 Replace the contents of this tag with the result of the expression. For |
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712 example:: |
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713 |
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714 <span tal:content="request/user/realname">user's name appears here</span> |
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715 |
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716 The example would replace the contents of the <span> tag with the user's |
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717 realname. If the user's realname was "Bruce" then the resultant output |
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718 would be "<span>Bruce</span>". |
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719 |
| 1125 | 720 **tal:attributes="attribute expression; attribute expression; ..."** |
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721 Set attributes on this tag to the results of expressions. For example:: |
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722 |
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723 <a tal:attributes="href string:user${request/user/id}">My Details</a> |
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724 |
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725 In the example, the "href" attribute of the <a> tag is set to the value of |
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726 the "string:user${request/user/id}" expression, which will be something |
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727 like "user123". |
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728 |
| 1125 | 729 **tal:omit-tag="expression"** |
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730 Remove this tag (but not its contents) if the expression is true. For |
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731 example:: |
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732 |
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733 <span tal:omit-tag="python:1">Hello, world!</span> |
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734 |
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735 would result in output of:: |
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736 |
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737 Hello, world! |
|
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738 |
| 1083 | 739 Note that the commands on a given tag are evaulated in the order above, so |
| 740 *define* comes before *condition*, and so on. | |
|
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741 |
| 1083 | 742 Additionally, a tag is defined, tal:block, which is removed from output. Its |
| 743 content is not, but the tag itself is (so don't go using any tal:attributes | |
| 744 commands on it). This is useful for making arbitrary blocks of HTML | |
| 745 conditional or repeatable (very handy for repeating multiple table rows, | |
| 746 which would othewise require an illegal tag placement to effect the repeat). | |
|
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747 |
| 1083 | 748 The expressions you may use in the attibute values may be one of the following |
| 749 three forms: | |
|
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|
750 |
| 1125 | 751 **Path Expressions** - eg. ``item/status/checklist`` |
|
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752 These are object attribute / item accesses. Roughly speaking, the path |
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753 ``item/status/checklist`` is broken into parts ``item``, ``status`` |
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|
754 and ``checklist``. The ``item`` part is the root of the expression. |
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755 We then look for a ``status`` attribute on ``item``, or failing that, a |
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|
756 ``status`` item (as in ``item['status']``). If that |
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757 fails, the path expression fails. When we get to the end, the object we're |
|
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758 left with is evaluated to get a string - methods are called, objects are |
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759 stringified. Path expressions may have an optional ``path:`` prefix, though |
|
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|
760 they are the default expression type, so it's not necessary. |
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|
761 |
|
1070
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762 XXX | components of expressions |
| 1083 | 763 |
|
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764 XXX "nothing" and "default" |
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765 |
| 1125 | 766 **String Expressions** - eg. ``string:hello ${user/name}`` |
|
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767 These expressions are simple string interpolations (though they can be just |
|
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768 plain strings with no interpolation if you want. The expression in the |
|
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|
769 ``${ ... }`` is just a path expression as above. |
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770 |
| 1125 | 771 **Python Expressions** - eg. ``python: 1+1`` |
|
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772 These expressions give the full power of Python. All the "root level" |
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773 variables are available, so ``python:item.status.checklist()`` would be |
|
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774 equivalent to ``item/status/checklist``, assuming that ``checklist`` is |
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|
775 a method. |
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|
776 |
|
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777 Information available to templates |
| 1098 | 778 ---------------------------------- |
|
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|
779 |
| 1125 | 780 Note: this is implemented by roundup.cgi.templating.RoundupPageTemplate |
| 781 | |
|
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|
782 The following variables are available to templates. |
|
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783 |
| 1125 | 784 **context** |
|
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785 The current context. This is either None, a |
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786 `hyperdb class wrapper`_ or a `hyperdb item wrapper`_ |
| 1125 | 787 **request** |
|
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788 Includes information about the current request, including: |
|
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|
789 - the url |
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790 - the current index information (``filterspec``, ``filter`` args, |
|
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791 ``properties``, etc) parsed out of the form. |
|
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|
792 - methods for easy filterspec link generation |
|
1089
43ab730ee194
instance -> tracker, node -> item
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793 - *user*, the current user item as an HTMLItem instance |
|
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|
794 - *form* |
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|
795 The current CGI form information as a mapping of form argument |
|
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|
796 name to value |
| 1125 | 797 **tracker** |
|
1089
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798 The current tracker |
| 1125 | 799 **db** |
|
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|
800 The current database, through which db.config may be reached. |
| 1125 | 801 **nothing** |
| 1100 | 802 This is a special variable - if an expression evaluates to this, then the |
| 803 tag (in the case of a tal:replace), its contents (in the case of | |
| 804 tal:content) or some attributes (in the case of tal:attributes) will not | |
| 805 appear in the the output. So for example:: | |
| 806 | |
| 807 <span tal:attributes="class nothing">Hello, World!</span> | |
| 808 | |
| 809 would result in:: | |
| 810 | |
| 811 <span>Hello, World!</span> | |
| 812 | |
| 1125 | 813 **default** |
| 1100 | 814 Also a special variable - if an expression evaluates to this, then the |
| 815 existing HTML in the template will not be replaced or removed, it will | |
| 816 remain. So:: | |
| 817 | |
| 818 <span tal:replace="default">Hello, World!</span> | |
| 819 | |
| 820 would result in:: | |
| 821 | |
| 822 <span>Hello, World!</span> | |
|
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823 |
| 1125 | 824 **utils** |
|
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825 This variable makes available some utility functions like batching. |
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826 |
|
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|
827 The context variable |
| 1098 | 828 ~~~~~~~~~~~~~~~~~~~~ |
|
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829 |
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830 The *context* variable is one of three things based on the current context |
|
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831 (see `determining web context`_ for how we figure this out): |
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832 |
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833 1. if we're looking at a "home" page, then it's None |
|
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834 2. if we're looking at a specific hyperdb class, it's a |
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835 `hyperdb class wrapper`_. |
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836 3. if we're looking at a specific hyperdb item, it's a |
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837 `hyperdb item wrapper`_. |
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|
838 |
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|
839 If the context is not None, we can access the properties of the class or item. |
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840 The only real difference between cases 2 and 3 above are: |
|
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841 |
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842 1. the properties may have a real value behind them, and this will appear if |
|
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843 the property is displayed through ``context/property`` or |
|
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|
844 ``context/property/field``. |
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845 2. the context's "id" property will be a false value in the second case, but |
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846 a real, or true value in the third. Thus we can determine whether we're |
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|
847 looking at a real item from the hyperdb by testing "context/id". |
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848 |
|
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849 Hyperdb class wrapper |
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850 ::::::::::::::::::::: |
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851 |
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852 Note: this is implemented by the roundup.cgi.templating.HTMLClass class. |
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853 |
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854 This wrapper object provides access to a hyperb class. It is used primarily |
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855 in both index view and new item views, but it's also usable anywhere else that |
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856 you wish to access information about a class, or the items of a class, when |
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857 you don't have a specific item of that class in mind. |
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858 |
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859 We allow access to properties. There will be no "id" property. The value |
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860 accessed through the property will be the current value of the same name from |
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861 the CGI form. |
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862 |
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863 There are several methods available on these wrapper objects: |
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864 |
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865 =========== ============================================================= |
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866 Method Description |
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867 =========== ============================================================= |
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868 properties return a `hyperdb property wrapper`_ for all of this class' |
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869 properties. |
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870 list lists all of the active (not retired) items in the class. |
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871 csv return the items of this class as a chunk of CSV text. |
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872 propnames lists the names of the properties of this class. |
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873 filter lists of items from this class, filtered and sorted |
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874 by the current *request* filterspec/filter/sort/group args |
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875 classhelp display a link to a javascript popup containing this class' |
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876 "help" template. |
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877 submit generate a submit button (and action hidden element) |
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878 renderWith render this class with the given template. |
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879 history returns 'New node - no history' :) |
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880 =========== ============================================================= |
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881 |
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882 Note that if you have a property of the same name as one of the above methods, |
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883 you'll need to access it using a python "item access" expression. For example:: |
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884 |
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885 python:context['list'] |
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886 |
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887 will access the "list" property, rather than the list method. |
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888 |
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889 |
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890 Hyperdb item wrapper |
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891 :::::::::::::::::::: |
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892 |
|
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893 Note: this is implemented by the roundup.cgi.templating.HTMLItem class. |
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|
894 |
|
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|
895 This wrapper object provides access to a hyperb item. |
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|
896 |
|
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897 We allow access to properties. There will be no "id" property. The value |
|
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898 accessed through the property will be the current value of the same name from |
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|
899 the CGI form. |
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|
900 |
|
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|
901 There are several methods available on these wrapper objects: |
|
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|
902 |
|
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903 =============== ============================================================= |
|
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|
904 Method Description |
|
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|
905 =============== ============================================================= |
|
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906 submit generate a submit button (and action hidden element) |
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907 journal return the journal of the current item (**not implemented**) |
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908 history render the journal of the current item as HTML |
|
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909 renderQueryForm specific to the "query" class - render the search form for |
|
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|
910 the query |
|
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|
911 hasPermission specific to the "user" class - determine whether the user |
|
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|
912 has a Permission |
|
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|
913 =============== ============================================================= |
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|
914 |
|
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|
915 |
|
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916 Note that if you have a property of the same name as one of the above methods, |
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917 you'll need to access it using a python "item access" expression. For example:: |
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|
918 |
|
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|
919 python:context['journal'] |
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|
920 |
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921 will access the "journal" property, rather than the journal method. |
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|
922 |
|
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|
923 |
|
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|
924 Hyperdb property wrapper |
|
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|
925 :::::::::::::::::::::::: |
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926 |
|
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927 Note: this is implemented by subclasses roundup.cgi.templating.HTMLProperty |
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928 class (HTMLStringProperty, HTMLNumberProperty, and so on). |
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|
929 |
|
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930 This wrapper object provides access to a single property of a class. Its |
|
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931 value may be either: |
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|
932 |
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933 1. if accessed through a `hyperdb item wrapper`_, then it's a value from the |
|
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|
934 hyperdb |
|
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935 2. if access through a `hyperdb class wrapper`_, then it's a value from the |
|
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|
936 CGI form |
|
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|
937 |
|
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|
938 |
|
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|
939 The property wrapper has some useful attributes: |
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|
940 |
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|
941 =============== ============================================================= |
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|
942 Attribute Description |
|
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943 =============== ============================================================= |
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944 _name the name of the property |
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945 _value the value of the property if any |
|
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946 =============== ============================================================= |
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|
947 |
|
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|
948 There are several methods available on these wrapper objects: |
|
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|
949 |
|
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|
950 =========== ============================================================= |
|
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|
951 Method Description |
|
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|
952 =========== ============================================================= |
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953 plain render a "plain" representation of the property |
|
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|
954 field render a form edit field for the property |
|
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955 stext only on String properties - render the value of the |
|
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956 property as StructuredText (requires the StructureText module |
|
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|
957 to be installed separately) |
|
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958 multiline only on String properties - render a multiline form edit |
|
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959 field for the property |
|
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960 email only on String properties - render the value of the |
|
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|
961 property as an obscured email address |
|
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962 reldate only on Date properties - render the interval between the |
|
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|
963 date and now |
|
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|
964 pretty only on Interval properties - render the interval in a |
|
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|
965 pretty format (eg. "yesterday") |
|
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|
966 menu only on Link and Multilink properties - render a form select |
|
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|
967 list for this property |
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|
968 reverse only on Multilink properties - produce a list of the linked |
|
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|
969 items in reverse order |
|
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970 =========== ============================================================= |
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|
971 |
|
1073
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|
972 The request variable |
| 1098 | 973 ~~~~~~~~~~~~~~~~~~~~ |
|
1073
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|
974 |
|
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|
975 Note: this is implemented by the roundup.cgi.templating.HTMLRequest class. |
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|
976 |
|
1073
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|
977 The request variable is packed with information about the current request. |
|
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|
978 |
|
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|
979 .. taken from roundup.cgi.templating.HTMLRequest docstring |
|
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|
980 |
|
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|
981 =========== ================================================================ |
|
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|
982 Variable Holds |
|
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|
983 =========== ================================================================ |
|
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|
984 form the CGI form as a cgi.FieldStorage |
|
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|
985 env the CGI environment variables |
|
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|
986 url the current URL path for this request |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
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1083
diff
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|
987 base the base URL for this tracker |
|
1073
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|
988 user a HTMLUser instance for this user |
|
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|
989 classname the current classname (possibly None) |
|
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990 template the current template (suffix, also possibly None) |
|
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|
991 form the current CGI form variables in a FieldStorage |
| 1083 | 992 =========== ================================================================ |
| 993 | |
| 994 **Index page specific variables (indexing arguments)** | |
| 995 | |
| 996 =========== ================================================================ | |
| 997 Variable Holds | |
| 998 =========== ================================================================ | |
|
1073
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|
999 columns dictionary of the columns to display in an index page |
|
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1000 show a convenience access to columns - request/show/colname will |
| 1098 | 1001 be true if the columns should be displayed, false otherwise |
|
1073
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|
1002 sort index sort column (direction, column name) |
|
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|
1003 group index grouping property (direction, column name) |
|
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|
1004 filter properties to filter the index on |
|
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|
1005 filterspec values to filter the index on |
|
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|
1006 search_text text to perform a full-text search on for an index |
| 1083 | 1007 =========== ================================================================ |
|
1073
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|
1008 |
|
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|
1009 There are several methods available on the request variable: |
|
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|
1010 |
|
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1011 =============== ============================================================ |
|
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|
1012 Method Description |
|
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1013 =============== ============================================================ |
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1014 description render a description of the request - handle for the page |
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|
1015 title |
|
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1016 indexargs_form render the current index args as form elements |
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1017 indexargs_url render the current index args as a URL |
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1018 base_javascript render some javascript that is used by other components of |
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1019 the templating |
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1020 batch run the current index args through a filter and return a |
|
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1021 list of items (see `hyperdb item wrapper`_, and |
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1022 `batching`_) |
|
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1023 =============== ============================================================ |
|
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1024 |
|
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1025 The db variable |
|
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|
1026 ~~~~~~~~~~~~~~~ |
|
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1027 |
|
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1028 Note: this is implemented by the roundup.cgi.templating.HTMLDatabase class. |
|
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1029 |
|
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1030 Allows access to all hyperdb classes as attributes of this variable. If you |
|
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1031 want access to the "user" class, for example, you would use:: |
|
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|
1032 |
|
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|
1033 db/user |
|
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|
1034 python:db.user |
|
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|
1035 |
|
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|
1036 The access results in a `hyperdb class wrapper`_. |
|
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|
1037 |
|
1073
cf30c6cdca02
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Richard Jones <richard@users.sourceforge.net>
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1070
diff
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|
1038 |
|
1124
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|
1039 The util variable |
|
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|
1040 ~~~~~~~~~~~~~~~~~ |
|
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1041 |
|
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1042 Note: this is implemented by the roundup.cgi.templating.TemplatingUtils class. |
|
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|
1043 |
|
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|
1044 =============== ============================================================ |
|
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|
1045 Method Description |
|
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|
1046 =============== ============================================================ |
|
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|
1047 Batch return a batch object using the supplied list |
|
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|
1048 =============== ============================================================ |
|
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|
1049 |
|
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|
1050 Batching |
|
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|
1051 :::::::: |
|
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|
1052 |
|
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|
1053 Use Batch to turn a list of items, or item ids of a given class, into a series |
|
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|
1054 of batches. Its usage is:: |
|
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|
1055 |
|
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Richard Jones <richard@users.sourceforge.net>
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|
1056 python:util.Batch(sequence, size, start, end=0, orphan=0, overlap=0) |
|
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|
1057 |
|
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Richard Jones <richard@users.sourceforge.net>
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|
1058 or, to get the current index batch:: |
|
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|
1059 |
|
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Richard Jones <richard@users.sourceforge.net>
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|
1060 request/batch |
|
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|
1061 |
|
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|
1062 The parameters are: |
|
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|
1063 |
|
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|
1064 ========= ================================================================== |
|
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|
1065 Parameter Usage |
|
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|
1066 ========= ================================================================== |
|
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|
1067 sequence a list of HTMLItems |
|
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|
1068 size how big to make the sequence. |
|
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|
1069 start where to start (0-indexed) in the sequence. |
|
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|
1070 end where to end (0-indexed) in the sequence. |
|
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|
1071 orphan if the next batch would contain less items than this |
|
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|
1072 value, then it is combined with this batch |
|
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|
1073 overlap the number of items shared between adjacent batches |
|
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|
1074 ========= ================================================================== |
|
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|
1075 |
|
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Richard Jones <richard@users.sourceforge.net>
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|
1076 All of the parameters are assigned as attributes on the batch object. In |
|
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|
1077 addition, it has several more attributes: |
|
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|
1078 |
|
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changeset
|
1079 =============== ============================================================ |
|
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|
1080 Attribute Description |
|
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changeset
|
1081 =============== ============================================================ |
|
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|
1082 start indicates the start index of the batch. *Note: unlike the |
|
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|
1083 argument, is a 1-based index (I know, lame)* |
|
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|
1084 first indicates the start index of the batch *as a 0-based |
|
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|
1085 index* |
|
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|
1086 length the actual number of elements in the batch |
|
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|
1087 sequence_length the length of the original, unbatched, sequence. |
|
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|
1088 =============== ============================================================ |
|
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|
1089 |
|
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|
1090 And several methods: |
|
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|
1091 |
|
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Richard Jones <richard@users.sourceforge.net>
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changeset
|
1092 =============== ============================================================ |
|
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changeset
|
1093 Method Description |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
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changeset
|
1094 =============== ============================================================ |
|
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|
1095 previous returns a new Batch with the previous batch settings |
|
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|
1096 next returns a new Batch with the next batch settings |
|
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Richard Jones <richard@users.sourceforge.net>
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|
1097 propchanged detect if the named property changed on the current item |
|
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Richard Jones <richard@users.sourceforge.net>
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|
1098 when compared to the last item |
|
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changeset
|
1099 =============== ============================================================ |
|
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|
1100 |
|
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|
1101 An example of batching:: |
|
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|
1102 |
|
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|
1103 <table class="otherinfo"> |
|
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|
1104 <tr><th colspan="4" class="header">Existing Keywords</th></tr> |
|
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Richard Jones <richard@users.sourceforge.net>
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|
1105 <tr tal:define="keywords db/keyword/list" |
|
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|
1106 tal:repeat="start python:range(0, len(keywords), 4)"> |
|
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|
1107 <td tal:define="batch python:utils.Batch(keywords, 4, start)" |
|
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|
1108 tal:repeat="keyword batch" tal:content="keyword/name">keyword here</td> |
|
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|
1109 </tr> |
|
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|
1110 </table> |
|
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|
1111 |
|
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|
1112 ... which will produce a table with four columns containing the items of the |
|
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|
1113 "keyword" class (well, their "name" anyway). |
|
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|
1114 |
|
659
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Richard Jones <richard@users.sourceforge.net>
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changeset
|
1115 Displaying Properties |
| 1098 | 1116 --------------------- |
|
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More documentation cleanups.
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|
1117 |
|
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1118 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
|
1119 editors, and as search arguments. |
|
8b9feca82090
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Richard Jones <richard@users.sourceforge.net>
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1003
diff
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|
1120 For each type of property, there are several display possibilities. |
|
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
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1003
diff
changeset
|
1121 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
|
1122 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>
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diff
changeset
|
1123 displayed in an editable field. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1124 |
|
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1125 |
|
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1126 Index Views |
| 1098 | 1127 ----------- |
|
659
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changeset
|
1128 |
|
1074
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
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1073
diff
changeset
|
1129 This is one of the class context views. It is also the default view for |
|
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Richard Jones <richard@users.sourceforge.net>
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1073
diff
changeset
|
1130 classes. The template used is "*classname*.index". |
|
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1073
diff
changeset
|
1131 |
|
659
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|
1132 Index View Specifiers |
| 1098 | 1133 ~~~~~~~~~~~~~~~~~~~~~ |
|
659
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|
1134 |
|
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Richard Jones <richard@users.sourceforge.net>
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|
1135 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
|
1136 added for clarity):: |
|
e429649ed124
More documentation cleanups.
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changeset
|
1137 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1138 /issue?status=unread,in-progress,resolved& |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1139 topic=security,ui& |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1140 :group=+priority& |
| 1098 | 1141 :sort==activity& |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1142 :filters=status,topic& |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
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1070
diff
changeset
|
1143 :columns=title,status,fixer |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1144 |
|
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1145 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>
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diff
changeset
|
1146 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:
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diff
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|
1147 with colons, and it determines the way that the properties of selected items |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
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|
1148 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:
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diff
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|
1149 it determines the criteria by which items are selected for display. |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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|
1150 The filter part is interactively manipulated with the form widgets displayed in |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1151 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
|
1152 the column headings in the table. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1153 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1154 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
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|
1155 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
|
1156 matching any specified Multilink properties. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1157 |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1158 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
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|
1159 either "unread" or "in-progres" or "resolved" are displayed, and only items |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1160 with "topic" values including both "security" and "ui" are displayed. The items |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1161 are grouped by priority, arranged in ascending order; and within groups, sorted |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1162 by activity, arranged in descending order. The filter section shows filters for |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1163 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
|
1164 "title", "status", and "fixer" properties. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1165 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1166 Filtering of indexes |
| 1098 | 1167 ~~~~~~~~~~~~~~~~~~~~ |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
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|
1168 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1169 TODO |
|
659
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More documentation cleanups.
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parents:
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|
1170 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
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|
1171 Searching Views |
| 1098 | 1172 --------------- |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1173 |
|
1074
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|
1174 This is one of the class context views. The template used is typically |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1175 "*classname*.search". |
|
954ad22eb7d9
more doc, more cleanup
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diff
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|
1176 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1177 TODO |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1178 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1179 Item Views |
| 1098 | 1180 ---------- |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1181 |
|
1074
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1182 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:
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diff
changeset
|
1183 template. It generally has three sections; an "editor", a "spool" and a |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1184 "history" section. |
|
954ad22eb7d9
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parents:
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diff
changeset
|
1185 |
|
954ad22eb7d9
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diff
changeset
|
1186 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1187 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1188 Editor Section |
| 1098 | 1189 ~~~~~~~~~~~~~~ |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1190 |
|
1074
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1191 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
|
1192 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
|
1193 |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1194 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:
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diff
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|
1195 template issue item edit form - from the "issue.item" template):: |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1196 |
|
1074
954ad22eb7d9
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parents:
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diff
changeset
|
1197 <table class="form"> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1198 <tr> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1199 <th nowrap>Title</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1200 <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:
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diff
changeset
|
1201 </tr> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1202 |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1203 <tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1204 <th nowrap>Priority</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1205 <td tal:content="structure context/priority/menu">priority</td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1206 <th nowrap>Status</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1207 <td tal:content="structure context/status/menu">status</td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1208 </tr> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1209 |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1210 <tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1211 <th nowrap>Superseder</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1212 <td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1213 <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
|
1214 <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
|
1215 <span tal:condition="context/superseder"> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1216 <br>View: <span tal:replace="structure python:context.superseder.link(showid=1)" /> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1217 </span> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1218 </td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1219 <th nowrap>Nosy List</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1220 <td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1221 <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
|
1222 <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
|
1223 </td> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1224 </tr> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1225 |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1226 <tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1227 <th nowrap>Assigned To</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1228 <td tal:content="structure context/assignedto/menu"> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1229 assignedto menu |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1230 </td> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1231 <td> </td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1232 <td> </td> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1233 </tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1234 |
|
954ad22eb7d9
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parents:
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diff
changeset
|
1235 <tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1236 <th nowrap>Change Note</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1237 <td colspan=3> |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1238 <textarea name=":note" wrap="hard" rows="5" cols="60"></textarea> |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1239 </td> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1240 </tr> |
|
954ad22eb7d9
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parents:
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diff
changeset
|
1241 |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1242 <tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1243 <th nowrap>File</th> |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1244 <td colspan=3><input type="file" name=":file" size="40"></td> |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1245 </tr> |
|
954ad22eb7d9
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diff
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|
1246 |
|
954ad22eb7d9
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changeset
|
1247 <tr> |
|
954ad22eb7d9
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diff
changeset
|
1248 <td> </td> |
|
954ad22eb7d9
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diff
changeset
|
1249 <td colspan=3 tal:content="structure context/submit"> |
|
954ad22eb7d9
more doc, more cleanup
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parents:
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diff
changeset
|
1250 submit button will go here |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1251 </td> |
|
954ad22eb7d9
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changeset
|
1252 </tr> |
|
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changeset
|
1253 </table> |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1254 |
|
673
604c84696461
link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents:
659
diff
changeset
|
1255 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1256 When a change is submitted, the system automatically generates a message |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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1073
diff
changeset
|
1257 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
|
1258 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>
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diff
changeset
|
1259 standard change note message generated by Roundup. |
|
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 Spool Section |
| 1098 | 1262 ~~~~~~~~~~~~~ |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1263 |
|
1074
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1264 The spool section lists related information like the messages and files of |
|
954ad22eb7d9
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diff
changeset
|
1265 an issue. |
|
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|
1266 |
|
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changeset
|
1267 TODO |
|
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diff
changeset
|
1268 |
|
659
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1269 |
|
1074
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1270 History Section |
| 1098 | 1271 ~~~~~~~~~~~~~~~ |
|
1074
954ad22eb7d9
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|
1272 |
|
954ad22eb7d9
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diff
changeset
|
1273 The final section displayed is the history of the item - its database journal. |
|
954ad22eb7d9
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changeset
|
1274 This is generally generated with the template:: |
|
659
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1275 |
|
1074
954ad22eb7d9
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diff
changeset
|
1276 <tal:block tal:replace="structure context/history" /> |
|
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diff
changeset
|
1277 |
|
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diff
changeset
|
1278 *To be done:* |
|
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1279 |
|
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1280 *The actual history entries of the item may be accessed for manual templating |
|
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1281 through the "journal" method of the item*:: |
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1282 |
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1283 <tal:block tal:repeat="entry context/journal"> |
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1284 a journal entry |
|
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1285 </tal:block> |
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1286 |
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1287 *where each journal entry is an HTMLJournalEntry.* |
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1288 |
| 1098 | 1289 Defining new web actions |
| 1290 ------------------------ | |
| 1291 | |
| 1292 XXX | |
| 1293 | |
|
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1294 |
| 935 | 1295 Access Controls |
| 1098 | 1296 =============== |
|
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1297 |
|
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1298 A set of Permissions are built in to the security module by default: |
|
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1299 |
|
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1300 - Edit (everything) |
|
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1301 - View (everything) |
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1302 |
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1303 The default interfaces define: |
|
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1304 |
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1305 - Web Registration |
| 935 | 1306 - Web Access |
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1307 - Web Roles |
|
910
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1308 - Email Registration |
| 935 | 1309 - Email Access |
|
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1310 |
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1311 These are hooked into the default Roles: |
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1312 |
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1313 - Admin (Edit everything, View everything, Web Roles) |
| 935 | 1314 - User (Web Access, Email Access) |
|
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1315 - Anonymous (Web Registration, Email Registration) |
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1316 |
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1317 And finally, the "admin" user gets the "Admin" Role, and the "anonymous" user |
|
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1318 gets the "Anonymous" assigned when the database is initialised on installation. |
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1319 The two default schemas then define: |
|
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1320 |
|
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1321 - Edit issue, View issue (both) |
|
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1322 - Edit file, View file (both) |
|
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1323 - Edit msg, View msg (both) |
|
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1324 - Edit support, View support (extended only) |
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1325 |
|
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1326 and assign those Permissions to the "User" Role. New users are assigned the |
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1327 Roles defined in the config file as: |
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1328 |
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1329 - NEW_WEB_USER_ROLES |
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1330 - NEW_EMAIL_USER_ROLES |
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1331 |
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1332 You may alter the configuration variables to change the Role that new web or |
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1333 email users get, for example to not give them access to the web interface if |
|
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1334 they register through email. |
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1335 |
| 935 | 1336 You may use the ``roundup-admin`` "``security``" command to display the |
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1337 current Role and Permission configuration in your tracker. |
| 935 | 1338 |
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1339 Adding a new Permission |
| 1098 | 1340 ----------------------- |
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1341 |
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1342 When adding a new Permission, you will need to: |
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1343 |
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1344 1. add it to your tracker's dbinit so it is created |
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1345 2. enable it for the Roles that should have it (verify with |
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1346 "``roundup-admin security``") |
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1347 3. add it to the relevant HTML interface templates |
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1348 4. add it to the appropriate xxxPermission methods on in your tracker |
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1349 interfaces module |
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1350 |
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1351 |
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1352 |
| 1100 | 1353 Examples |
| 1354 ======== | |
| 1355 | |
| 1356 Adding a new field to a roundup schema | |
| 1357 -------------------------------------- | |
| 1358 | |
| 1359 This example shows how to add a new constrained property (ie. a selection of | |
| 1360 distinct values) to your tracker. | |
| 1098 | 1361 |
| 1362 Introduction | |
| 1100 | 1363 ~~~~~~~~~~~~ |
| 1098 | 1364 |
| 1365 To make the classic schema of roundup useful as a todo tracking system | |
| 1366 for a group of systems administrators, it needed an extra data field | |
| 1367 per issue: a category. | |
| 1368 | |
| 1369 This would let sysads quickly list all todos in their particular | |
| 1370 area of interest without having to do complex queries, and without | |
| 1371 relying on the spelling capabilities of other sysads (a losing | |
| 1372 proposition at best). | |
| 1373 | |
| 1374 Adding a field to the database | |
| 1100 | 1375 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1376 |
| 1377 This is the easiest part of the change. The category would just be a plain | |
| 1378 string, nothing fancy. To change what is in the database you need to add | |
| 1379 some lines to the ``open()`` function in ``dbinit.py``:: | |
| 1380 | |
| 1381 category = Class(db, "category", name=String()) | |
| 1382 category.setkey("name") | |
| 1383 | |
| 1384 Here we are setting up a chunk of the database which we are calling | |
| 1385 "category". It contains a string, which we are refering to as "name" for | |
| 1386 lack of a more imaginative title. Then we are setting the key of this chunk | |
| 1387 of the database to be that "name". This is equivalent to an index for | |
| 1388 database types. This also means that there can only be one category with a | |
| 1389 given name. | |
| 1390 | |
| 1391 Adding the above lines allows us to create categories, but they're not tied | |
| 1392 to the issues that we are going to be creating. It's just a list of categories | |
| 1393 off on its own, which isn't much use. We need to link it in with the issues. | |
| 1394 To do that, find the lines in the ``open()`` function in ``dbinit.py`` which | |
| 1395 set up the "issue" class, and then add a link to the category:: | |
| 1396 | |
| 1397 issue = IssueClass(db, "issue", ... , category=Multilink("category"), ... ) | |
| 1398 | |
| 1399 The Multilink() means that each issue can have many categories. If you were | |
| 1400 adding something with a more one to one relationship use Link() instead. | |
| 1401 | |
| 1402 That is all you need to do to change the schema. The rest of the effort is | |
| 1403 fiddling around so you can actually use the new category. | |
| 1404 | |
| 1405 Setting up security on the new objects | |
| 1100 | 1406 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1407 |
| 1408 By default only the admin user can look at and change objects. This doesn't | |
| 1409 suit us, as we want any user to be able to create new categories as | |
| 1410 required, and obviously everyone needs to be able to view the categories of | |
| 1411 issues for it to be useful. | |
| 1412 | |
| 1413 We therefore need to change the security of the category objects. This is | |
| 1414 also done in the ``open()`` function of ``dbinit.py``. | |
| 1415 | |
| 1416 There are currently two loops which set up permissions and then assign them | |
| 1417 to various roles. Simply add the new "category" to both lists:: | |
| 1418 | |
| 1419 # new permissions for this schema | |
| 1420 for cl in 'issue', 'file', 'msg', 'user', 'category': | |
| 1421 db.security.addPermission(name="Edit", klass=cl, | |
| 1422 description="User is allowed to edit "+cl) | |
| 1423 db.security.addPermission(name="View", klass=cl, | |
| 1424 description="User is allowed to access "+cl) | |
| 1425 | |
| 1426 # Assign the access and edit permissions for issue, file and message | |
| 1427 # to regular users now | |
| 1428 for cl in 'issue', 'file', 'msg', 'category': | |
| 1429 p = db.security.getPermission('View', cl) | |
| 1430 db.security.addPermissionToRole('User', p) | |
| 1431 p = db.security.getPermission('Edit', cl) | |
| 1432 db.security.addPermissionToRole('User', p) | |
| 1433 | |
| 1434 So you are in effect doing the following:: | |
| 1435 | |
| 1436 db.security.addPermission(name="Edit", klass='category', | |
| 1437 description="User is allowed to edit "+'category') | |
| 1438 db.security.addPermission(name="View", klass='category', | |
| 1439 description="User is allowed to access "+'category') | |
| 1440 | |
| 1441 which is creating two permission types; that of editing and viewing | |
| 1442 "category" objects respectively. Then the following lines assign those new | |
| 1443 permissions to the "User" role, so that normal users can view and edit | |
| 1444 "category" objects:: | |
| 1445 | |
| 1446 p = db.security.getPermission('View', 'category') | |
| 1447 db.security.addPermissionToRole('User', p) | |
| 1448 | |
| 1449 p = db.security.getPermission('Edit', 'category') | |
| 1450 db.security.addPermissionToRole('User', p) | |
| 1451 | |
| 1452 This is all the work that needs to be done for the database. It will store | |
| 1453 categories, and let users view and edit them. Now on to the interface | |
| 1454 stuff. | |
| 1455 | |
| 1456 Changing the web left hand frame | |
| 1100 | 1457 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1458 |
| 1459 We need to give the users the ability to create new categories, and the | |
| 1460 place to put the link to this functionality is in the left hand function | |
| 1461 bar, under the "Issues" area. The file that defines how this area looks is | |
| 1462 ``html/page``, which is what we are going to be editing next. | |
| 1463 | |
| 1464 If you look at this file you can see that it contains a lot of "classblock" | |
| 1465 sections which are chunks of HTML that will be included or excluded in the | |
| 1466 output depending on whether the condition in the classblock is met. Under | |
| 1467 the end of the classblock for issue is where we are going to add the | |
| 1468 category code:: | |
| 1469 | |
| 1470 <p class="classblock" | |
| 1471 tal:condition="python:request.user.hasPermission('View', 'category')"> | |
| 1472 <b>Categories</b><br> | |
| 1473 <a tal:condition="python:request.user.hasPermission('Edit', 'category')" | |
| 1474 href="category?:template=item">New Category<br></a> | |
| 1475 </p> | |
| 1476 | |
| 1477 The first two lines is the classblock definition, which sets up a condition | |
| 1478 that only users who have "View" permission to the "category" object will | |
| 1479 have this section included in their output. Next comes a plain "Categories" | |
| 1480 header in bold. Everyone who can view categories will get that. | |
| 1481 | |
| 1482 Next comes the link to the editing area of categories. This link will only | |
| 1483 appear if the condition is matched: that condition being that the user has | |
| 1484 "Edit" permissions for the "category" objects. If they do have permission | |
| 1485 then they will get a link to another page which will let the user add new | |
| 1486 categories. | |
| 1487 | |
| 1488 Note that if you have permission to view but not edit categories then all | |
| 1489 you will see is a "Categories" header with nothing underneath it. This is | |
| 1490 obviously not very good interface design, but will do for now. I just claim | |
| 1491 that it is so I can add more links in this section later on. However to fix | |
| 1492 the problem you could change the condition in the classblock statement, so | |
| 1493 that only users with "Edit" permission would see the "Categories" stuff. | |
| 1494 | |
| 1495 Setting up a page to edit categories | |
| 1100 | 1496 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1497 |
| 1498 We defined code in the previous section which let users with the | |
| 1499 appropriate permissions see a link to a page which would let them edit | |
| 1500 conditions. Now we have to write that page. | |
| 1501 | |
| 1502 The link was for the item template for the category object. This translates | |
| 1503 into the system looking for a file called ``category.item`` in the ``html`` | |
| 1504 tracker directory. This is the file that we are going to write now. | |
| 1505 | |
| 1506 First we add an id tag in a comment which doesn't affect the outcome | |
| 1507 of the code at all but is essential for managing the changes to this | |
| 1508 file. It is useful for debugging however, if you load a page in a | |
| 1509 browser and look at the page source, you can see which sections come | |
| 1510 from which files by looking for these comments:: | |
| 1511 | |
| 1512 <!-- dollarId: category.item,v 1.3 2002/05/22 00:32:34 me Exp dollar--> | |
| 1513 | |
| 1514 Next we need to setup up a standard HTML form, which is the whole | |
| 1515 purpose of this file. We link to some handy javascript which sends the form | |
| 1516 through only once. This is to stop users hitting the send button | |
| 1517 multiple times when they are impatient and thus having the form sent | |
| 1518 multiple times:: | |
| 1519 | |
| 1520 <form method="POST" onSubmit="return submit_once()" | |
| 1521 enctype="multipart/form-data"> | |
| 1522 | |
| 1523 Next we define some code which sets up the minimum list of fields that we | |
| 1524 require the user to enter. There will be only one field, that of "name", so | |
| 1525 they user better put something in it otherwise the whole form is pointless:: | |
| 1526 | |
| 1527 <input type="hidden" name=":required" value="name"> | |
| 1528 | |
| 1529 To get everything to line up properly we will put everything in a table, | |
| 1530 and put a nice big header on it so the user has an idea what is happening:: | |
| 1531 | |
| 1532 <table class="form"> | |
|
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1533 <tr><th class="header" colspan=2>Category</th></tr> |
| 1098 | 1534 |
| 1535 Next we need the actual field that the user is going to enter the new | |
| 1536 category. The "context.name.field(size=60)" bit tells roundup to generate a | |
| 1537 normal HTML field of size 60, and the contents of that field will be the | |
| 1538 "name" variable of the current context (which is "category"). The upshot of | |
| 1539 this is that when the user types something in to the form, a new category | |
| 1540 will be created with that name:: | |
| 1541 | |
| 1542 <tr> | |
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1543 <th nowrap>Name</th> |
| 1098 | 1544 <td tal:content="structure python:context.name.field(size=60)">name</td> |
| 1545 </tr> | |
| 1546 | |
| 1547 Finally a submit button so that the user can submit the new category:: | |
| 1548 | |
| 1549 <tr> | |
| 1550 <td> </td> | |
| 1551 <td colspan=3 tal:content="structure context/submit"> | |
| 1552 submit button will go here | |
| 1553 </td> | |
| 1554 </tr> | |
| 1555 | |
| 1556 So putting it all together, and closing the table and form we get:: | |
| 1557 | |
| 1558 <!-- dollarId: category.item,v 1.3 2002/05/22 00:32:34 richard Exp dollar--> | |
| 1559 | |
| 1560 <form method="POST" onSubmit="return submit_once()" | |
| 1561 enctype="multipart/form-data"> | |
| 1562 | |
| 1563 <input type="hidden" name=":required" value="name"> | |
| 1564 | |
| 1565 <table class="form"> | |
|
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1566 <tr><th class="header" colspan=2>Category</th></tr> |
| 1098 | 1567 |
| 1568 <tr> | |
|
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1569 <th nowrap>Name</th> |
| 1098 | 1570 <td tal:content="structure python:context.name.field(size=60)">name</td> |
| 1571 </tr> | |
| 1572 | |
| 1573 <tr> | |
| 1574 <td> </td> | |
| 1575 <td colspan=3 tal:content="structure context/submit"> | |
| 1576 submit button will go here | |
| 1577 </td> | |
| 1578 </tr> | |
| 1579 </table> | |
| 1580 </form> | |
| 1581 | |
| 1582 This is quite a lot to just ask the user one simple question, but | |
| 1583 there is a lot of setup for basically one line (the form line) to do | |
| 1584 its work. To add another field to "category" would involve one more line | |
| 1585 (well maybe a few extra to get the formatting correct). | |
| 1586 | |
| 1587 Adding the category to the issue | |
| 1100 | 1588 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1589 |
| 1590 We now have the ability to create issues to our hearts content, but | |
| 1591 that is pointless unless we can assign categories to issues. Just like | |
| 1592 the ``html/category.item`` file was used to define how to add a new | |
| 1593 category, the ``html/issue.item`` is used to define how a new issue is | |
| 1594 created. | |
| 1595 | |
| 1596 Just like ``category.issue`` this file defines a form which has a table to lay | |
| 1597 things out. It doesn't matter where in the table we add new stuff, | |
| 1598 it is entirely up to your sense of aesthetics:: | |
| 1599 | |
| 1600 <th nowrap>Category</th> | |
| 1601 <td><span tal:replace="structure context/category/field" /> | |
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1602 <span tal:replace="structure db/category/classhelp" /> |
| 1098 | 1603 </td> |
| 1604 | |
| 1605 First we define a nice header so that the user knows what the next section | |
| 1606 is, then the middle line does what we are most interested in. This | |
| 1607 ``context/category/field`` gets replaced with a field which contains the | |
| 1608 category in the current context (the current context being the new issue). | |
| 1609 | |
| 1610 The classhelp lines generate a link (labelled "list") to a popup window | |
| 1611 which contains the list of currently known categories. | |
| 1612 | |
| 1613 Searching on categories | |
| 1100 | 1614 ~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1615 |
| 1616 We can add categories, and create issues with categories. The next obvious | |
| 1617 thing that we would like to be would be to search issues based on their | |
| 1618 category, so that any one working on the web server could look at all | |
| 1619 issues in the category "Web" for example. | |
| 1620 | |
| 1621 If you look in the html/page file and look for the "Search Issues" you will | |
| 1622 see that it looks something like ``<a href="issue?:template=search">Search | |
| 1623 Issues</a>`` which shows us that when you click on "Search Issues" it will | |
| 1624 be looking for a ``issue.search`` file to display. So that is indeed the file | |
| 1625 that we are going to change. | |
| 1626 | |
| 1627 If you look at this file it should be starting to seem familiar. It is a | |
| 1628 simple HTML form using a table to define structure. You can add the new | |
| 1629 category search code anywhere you like within that form:: | |
| 1630 | |
| 1631 <tr> | |
| 1632 <th>Category:</th> | |
| 1633 <td> | |
| 1634 <select name="category"> | |
| 1635 <option value="">don't care</option> | |
| 1636 <option value="">------------</option> | |
| 1637 <option tal:repeat="s db/category/list" tal:attributes="value s/name" | |
| 1638 tal:content="s/name">category to filter on</option> | |
| 1639 </select> | |
| 1640 </td> | |
| 1641 <td><input type="checkbox" name=":columns" value="category" checked></td> | |
| 1642 <td><input type="radio" name=":sort" value="category"></td> | |
| 1643 <td><input type="radio" name=":group" value="category"></td> | |
| 1644 </tr> | |
| 1645 | |
| 1646 Most of this is straightforward to anyone who knows HTML. It is just | |
| 1647 setting up a select list followed by a checkbox and a couple of radio | |
| 1648 buttons. | |
| 1649 | |
| 1650 The ``tal:repeat`` part repeats the tag for every item in the "category" | |
| 1651 table and setting "s" to be each category in turn. | |
| 1652 | |
| 1653 The ``tal:attributes`` part is setting up the ``value=`` part of the option tag | |
| 1654 to be the name part of "s" which is the current category in the loop. | |
| 1655 | |
| 1656 The ``tal:content`` part is setting the contents of the option tag to be the | |
| 1657 name part of "s" again. For objects more complex than category, obviously | |
| 1658 you would put an id in the value, and the descriptive part in the content; | |
| 1659 but for category they are the same. | |
| 1660 | |
| 1661 Adding category to the default view | |
| 1100 | 1662 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1663 |
| 1664 We can now add categories, add issues with categories, and search issues | |
| 1665 based on categories. This is everything that we need to do, however there | |
| 1666 is some more icing that we would like. I think the category of an issue is | |
| 1667 important enough that it should be displayed by default when listing all | |
| 1668 the issues. | |
| 1669 | |
| 1670 Unfortunately, this is a bit less obvious than the previous steps. The code | |
| 1671 defining how the issues look is in ``html/issue.index``. This is a large table | |
| 1672 with a form down the bottom for redisplaying and so forth. | |
| 1673 | |
| 1674 Firstly we need to add an appropriate header to the start of the table:: | |
| 1675 | |
| 1676 <th tal:condition="request/show/category">Category</th> | |
| 1677 | |
| 1678 The condition part of this statement is so that if the user has selected | |
| 1679 not to see the Category column then they won't. | |
| 1680 | |
| 1681 The rest of the table is a loop which will go through every issue that | |
| 1682 matches the display criteria. The loop variable is "i" - which means that | |
| 1683 every issue gets assigned to "i" in turn. | |
| 1684 | |
| 1685 The new part of code to display the category will look like this:: | |
| 1686 | |
| 1687 <td tal:condition="request/show/category" tal:content="i/category"></td> | |
| 1688 | |
| 1689 The condition is the same as above: only display the condition when the | |
| 1690 user hasn't asked for it to be hidden. The next part is to set the content | |
| 1691 of the cell to be the category part of "i" - the current issue. | |
| 1692 | |
| 1693 Finally we have to edit ``html/page`` again. This time to tell it that when the | |
| 1694 user clicks on "Unnasigned Issues" or "All Issues" that the category should | |
| 1695 be displayed. If you scroll down the page file, you can see the links with | |
| 1696 lots of options. The option that we are interested in is the ``:columns=`` one | |
| 1697 which tells roundup which fields of the issue to display. Simply add | |
| 1698 "category" to that list and it all should work. | |
| 1699 | |
| 1700 | |
| 1100 | 1701 Adding in state transition control |
| 1702 ---------------------------------- | |
| 1703 | |
| 1704 Sometimes tracker admins want to control the states that users may move issues | |
| 1705 to. | |
| 1706 | |
| 1707 1. add a Multilink property to the status class:: | |
| 1708 | |
| 1709 stat = Class(db, "status", ... , transitions=Multilink('status'), ...) | |
| 1710 | |
| 1711 and then edit the statuses already created through the web using the | |
| 1712 generic class list / CSV editor. | |
| 1713 | |
| 1714 2. add an auditor module ``checktransition.py`` in your tracker's | |
| 1715 ``detectors`` directory:: | |
| 1716 | |
| 1717 def checktransition(db, cl, nodeid, newvalues): | |
| 1718 ''' Check that the desired transition is valid for the "status" | |
| 1719 property. | |
| 1720 ''' | |
| 1721 if not newvalues.has_key('status'): | |
| 1722 return | |
| 1723 current = cl.get(nodeid, 'status') | |
| 1724 new = newvalues['status'] | |
| 1725 if new == current: | |
| 1726 return | |
| 1727 ok = db.status.get(current, 'transitions') | |
| 1728 if new not in ok: | |
| 1729 raise ValueError, 'Status not allowed to move from "%s" to "%s"'%( | |
| 1730 db.status.get(current, 'name'), db.status.get(new, 'name')) | |
| 1731 | |
| 1732 def init(db): | |
| 1733 db.issue.audit('set', checktransition) | |
| 1734 | |
| 1735 3. in the ``issue.item`` template, change the status editing bit from:: | |
| 1736 | |
| 1737 <th nowrap>Status</th> | |
| 1738 <td tal:content="structure context/status/menu">status</td> | |
| 1739 | |
| 1740 to:: | |
| 1741 | |
| 1742 <th nowrap>Status</th> | |
| 1743 <td> | |
| 1744 <select tal:condition="context/id" name="status"> | |
| 1745 <tal:block tal:define="ok context/status/transitions" | |
| 1746 tal:repeat="state db/status/list"> | |
| 1747 <option tal:condition="python:state.id in ok" | |
| 1748 tal:attributes="value state/id; | |
| 1749 selected python:state.id == context.status.id" | |
| 1750 tal:content="state/name"></option> | |
| 1751 </tal:block> | |
| 1752 </select> | |
| 1753 <tal:block tal:condition="not:context/id" | |
| 1754 tal:replace="structure context/status/menu" /> | |
| 1755 </td> | |
| 1756 | |
| 1757 which displays only the allowed status to transition to. | |
| 1758 | |
| 1759 | |
| 1098 | 1760 ------------------- |
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1762 Back to `Table of Contents`_ |
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1764 .. _`Table of Contents`: index.html |
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1765 |