Mercurial > p > roundup > code
annotate doc/user_guide.txt @ 8286:6445e63bb423
feat(web) - Use native number type input for Number() and Integer().
When editing hyperdb.Number() or hyperdb.Integer() properties, use a
native number input.
For Number you can enter digits, +/-, . and e/E for exponent (1E2 =
100).
For integer we have the same keys as number, but also add step=1 to
the input. This stops submitting 23.5 suggesting 23 or 24. It does
allow 2E4 to be submitted that is rejected with an error from the
backend. However if the spinner is used with 2E4 it is turned into
20000, a pure integer and incremented/decremented by the spinner.
The upgrade happens automatically. Directions on going back to text
input provided. User guide updated to describe addition of spinner.
Tests added.
| author | John Rouillard <rouilj@ieee.org> |
|---|---|
| date | Sat, 18 Jan 2025 14:54:31 -0500 |
| parents | 2bf0c4e7795e |
| children | b99e76e76496 |
| rev | line source |
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1 .. meta:: |
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2 :description: |
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3 Describes how to interact with a tracker based on the |
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4 Roundup Issue Tracker. Covers web (html), and email |
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5 interfaces. |
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6 |
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7 ========== |
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8 User Guide |
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9 ========== |
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10 |
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11 .. contents:: |
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12 :local: |
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13 |
| 2409 | 14 .. hint:: |
| 15 This document will refer to *issues* as the primary store of | |
| 16 information in the tracker. This is the default of the classic template, | |
| 17 but may vary in any given installation. | |
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18 |
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19 |
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20 Your Tracker in a Nutshell |
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21 ========================== |
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22 |
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23 Your tracker holds information about issues in bundles called *items*. |
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24 An item can be an *issue* (a bug or feature request) or a *user*. The |
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25 issue-ness or user-ness is called the item's *class*. For bug |
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26 reports and features, the class is "issue", and for users the class is |
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27 "user". |
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28 |
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29 Each item in the tracker possesses an ID number that identifies it |
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30 alongside its item class. The combination of the class and ID number |
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31 into a label identifies a specific issue or user. For instance, user 1 |
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32 (who, by the way, always serves as the "admin" user) gets referred to |
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33 as "user1". Issue number 315 gets denoted as "issue315". This label |
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34 receives the designation of the item's :term:designator. |
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35 |
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36 Roundup never deletes items from the database. Instead, items get |
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37 "retired". Viewing the item using its ID is still possible - thus, |
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38 "removing" an item does not disrupt references to it. A retired item |
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39 will not appear in the class listing. |
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40 |
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41 Accessing the Tracker |
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42 --------------------- |
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43 |
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44 You may access your tracker in three ways: |
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45 |
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46 1. through the `web interface`_, |
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47 2. through the `e-mail gateway`_, or |
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48 3. using the `command line tool`_. |
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49 |
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50 The last is usually only used by administrators. Most users will use the |
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51 web and e-mail interfaces. All three are explained below. |
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52 |
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53 .. _command line tool: admin_guide.html#using-roundup-admin |
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54 |
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55 Issue life cycles in Roundup |
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56 ---------------------------- |
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57 |
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58 New issues may be submitted via the web or e-mail. |
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59 |
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60 By default, the issue will have the status "unread". When the issue |
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61 receives another message, its status will change to "chatting". |
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62 |
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63 Often, the "home" page for a tracker display all open issues (closed |
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64 issues have a status of resolved, or done-cbb (cbb - could be |
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65 better)). |
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66 |
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67 If an issue is closed, and a new message is received then it'll be |
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68 reopened to the state of "chatting". |
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69 |
| 5827 | 70 The full set of **priority** and **status** values are: |
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71 |
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72 .. table:: Default priorities defined for the classic template. |
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73 :name: priority table |
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74 :widths: auto |
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75 |
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76 =========== ===================================== |
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77 Priority Description |
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78 =========== ===================================== |
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79 "critical" panic: work is stopped! |
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80 "urgent" important, but not deadly |
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81 "bug" lost work or incorrect results |
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82 "feature" want missing functionality |
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83 "wish" avoidable bugs, missing conveniences |
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84 =========== ===================================== |
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85 |
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86 |
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87 .. table:: Default statuses defined for the classic template. |
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88 :name: status table |
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89 :widths: auto |
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90 |
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91 ============= ===================================== |
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92 Status Description |
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93 ============= ===================================== |
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94 "unread" submitted but no action yet |
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95 "deferred" intentionally set aside |
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96 "chatting" under review or seeking clarification |
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97 "need-eg" need a reproducible example of a bug |
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98 "in-progress" understood; development in progress |
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99 "testing" we think it's done; others, please test |
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100 "done-cbb" okay for now, but could be better |
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101 "resolved" fix has been released |
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102 ============= ===================================== |
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103 |
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104 The tracker you are using may have different priorities and |
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105 statuses. See your tracker admin for local details. |
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106 |
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107 .. _query-tracker: |
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108 |
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109 Entering values in your Tracker |
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110 ------------------------------- |
| 1575 | 111 |
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112 All interfaces to your tracker use the same format for entering values. |
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113 This means the web interface for entering a new issue, the web interface |
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114 for searching issues, the e-mail interface and even the command-line |
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115 administration tool. |
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116 |
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117 String Properties |
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118 ~~~~~~~~~~~~~~~~~ |
| 1575 | 119 |
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120 These fields just take a plain text value, like ``It's broken``. |
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121 |
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122 Number Properties |
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123 ~~~~~~~~~~~~~~~~~ |
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124 |
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125 These fields take a real number with decimal point like ``+12456.78``, |
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126 ``-12456.78`` ``12456.78``. It supports scientific/exponent notation |
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127 like ``3.1415E-2``. Decimal commas (e.g. ``123456,78``) or thousand |
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128 separators ``-12,456.78`` are not supported. |
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129 |
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130 Integer Properties |
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131 ~~~~~~~~~~~~~~~~~~ |
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132 |
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133 These fields take a whole/integer number without decimal marker like |
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134 ``123``, ``+123``, ``-123``. Exponents are not supported. Your browser |
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135 may show an up/down arrow spinner to change the value. |
| 1575 | 136 |
| 137 Boolean properties | |
| 138 ~~~~~~~~~~~~~~~~~~ | |
| 139 | |
| 140 These fields take a value which indicates "yes"/"no", "true"/"false", | |
| 141 "1"/"0" or "on"/"off". | |
| 142 | |
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143 |
| 1575 | 144 Constrained (link and multilink) properties |
| 145 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 146 | |
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147 Fields like "Assigned To" and "Keywords" hold references to items in other |
| 1575 | 148 classes ("user" and "keyword" in those two cases.) |
| 149 | |
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150 Sometimes, the selection is done through a menu, like in the "Assigned |
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151 To" field. |
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152 |
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153 Where the input is not a simple menu selection, we use a comma-separated |
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154 list of values to indicated which values of "user" or "keyword" are |
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155 interesting. The values may be either numeric ids or the names of items. |
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156 The special value "-1" may be used to match items where the property is |
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157 not set. For example, the following searches on the issues: |
| 1575 | 158 |
| 159 ``assignedto=richard,george`` | |
| 160 match issues which are assigned to richard or george. | |
| 161 ``assignedto=-1`` | |
| 162 match issues that are not assigned to a user. | |
| 163 ``assignedto=2,3,40`` | |
| 164 match issues that are assigned to users 2, 3 or 40. | |
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165 ``keyword=user interface`` |
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166 match issues with the keyword "user interface" in their keyword list |
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167 ``keyword=web interface,e-mail interface`` |
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168 match issues with the keyword "web interface" or "e-mail interface" in |
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169 their keyword list |
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170 ``keyword=-1`` |
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171 match issues with no keywords set |
| 1575 | 172 |
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173 When entering the value for a constrained property you may have a |
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174 helper (also called classhelper) available by clicking on a link |
| 8032 | 175 usually displayed as ``(list)``. See the section `Using the |
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176 Classhelper`_ for details. |
| 1575 | 177 |
| 178 Date properties | |
| 179 ~~~~~~~~~~~~~~~ | |
| 180 | |
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181 Date properties are usually shown using a native HTML date |
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182 element. This provides a calendar button for choosing the |
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183 date. The date is shown in the normal format for your location. |
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184 |
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185 Native date inputs do not allow the use of partial forms as |
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186 defined below. For this reason, you may edit a date/time |
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187 stamp directly. |
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188 |
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189 Date-and-time stamps are specified with the date in |
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190 international standard format (``yyyy-mm-dd``) joined to the time |
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191 (``hh:mm:ss``) by a period ``.``. Dates in this form can be easily |
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192 compared and are fairly readable when printed. An example of a valid |
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193 stamp is ``2000-06-24.13:03:59``. We'll call this the "full date |
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194 format". When Timestamp objects are printed as strings, they appear in |
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195 the full date format. |
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196 |
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197 For user input, some partial forms are also permitted: the whole time or |
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198 just the seconds may be omitted; and the whole date may be omitted or |
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199 just the year may be omitted. If the time is given, the time is |
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200 interpreted in the user's local time zone. The Date constructor takes |
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201 care of these conversions. In the following examples, suppose that |
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202 ``yyyy`` is the current year, ``mm`` is the current month, and ``dd`` is |
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203 the current day of the month and the local timezone is GMT-5. |
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204 |
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205 - "2000-04-17" means <Date 2000-04-17.00:00:00> |
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206 - "01-25" means <Date yyyy-01-25.00:00:00> |
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207 - "2000-04-17.03:45" means <Date 2000-04-17.08:45:00> |
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208 - "08-13.22:13" means <Date yyyy-08-14.03:13:00> |
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209 - "11-07.09:32:43" means <Date yyyy-11-07.14:32:43> |
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210 - "14:25" means <Date yyyy-mm-dd.19:25:00> |
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211 - "8:47:11" means <Date yyyy-mm-dd.13:47:11> |
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212 - the special date "." means "right now" |
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213 |
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214 The native date input doesn't allow copy or paste. Roundup |
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215 enhances the native date field. If you double-click on a native |
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216 date field, it changes to a text input mode with the date already |
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217 selected. You can use control-C to copy the date or control-V to |
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218 paste into the field. Double-clicking also lets you add seconds |
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219 in a date-time value if you need to. |
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220 |
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221 It will switch back to a date input and save the value when: |
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222 |
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223 - you move to another field using the mouse or the Tab key. |
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224 - you press enter/return (press return again if you want to |
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225 submit the form). |
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226 |
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227 If you press Escape, it will restore the original value and |
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228 change back to a date input. |
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229 |
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230 When using native date elements in text input mode, the date |
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231 looks like a full data with ``T`` replacing ``.``. If the ``T`` |
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232 is missing, the native date elements will not recognize the value |
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233 as a date. |
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234 |
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235 There is no support for activating text mode using the |
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236 keyboard. Tablet/touch support is mixed. Chrome supports |
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237 double-tap to activate text mode input. Firefox does not. |
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238 |
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239 When searching, a plain date entered as a search field will match that date |
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240 exactly in the database. We may also accept ranges of dates. You can |
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241 specify range of dates in one of two formats: |
| 1575 | 242 |
| 243 1. English syntax:: | |
| 244 | |
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245 [From <value>][To <value>] |
| 1575 | 246 |
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247 Keywords "From" and "To" are case insensitive. Keyword "From" is |
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248 optional. |
| 1575 | 249 |
| 250 2. "Geek" syntax:: | |
| 251 | |
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252 [<value>];[<value>] |
| 1575 | 253 |
| 254 Either first or second ``<value>`` can be omitted in both syntaxes. | |
| 255 | |
| 256 For example, if you enter string "from 9:00" to "Creation date" field, | |
| 257 roundup will find all issues, that were created today since 9 AM. | |
| 258 | |
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259 The ``<value>`` may also be an interval, as described in the next section. |
| 1575 | 260 Searching of "-2m; -1m" on activity field gives you issues which were |
| 261 active between period of time since 2 months up-till month ago. | |
| 262 | |
| 2910 | 263 Other possible examples (consider local time is 2003-03-08.22:07:48): |
| 1575 | 264 |
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265 - "from 2-12 to 4-2" means |
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266 <Range from 2003-02-12.00:00:00 to 2003-04-02.00:00:00> |
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267 - "FROM 18:00 TO +2m" means |
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268 <Range from 2003-03-08.18:00:00 to 2003-05-08.20:07:48> |
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269 - "12:00;" means |
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270 <Range from 2003-03-08.12:00:00 to None> |
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271 - "tO +3d" means |
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272 <Range from None to 2003-03-11.20:07:48> |
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273 - "2002-11-10; 2002-12-12" means |
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274 <Range from 2002-11-10.00:00:00 to 2002-12-12.00:00:00> |
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275 - "; 20:00 +1d" means |
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276 <Range from None to 2003-03-09.20:00:00> |
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277 - "2003" means |
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278 <Range from 2003-01-01.00:00:00 to 2003-12-31.23:59:59> |
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279 - "2003-04" means |
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280 <Range from 2003-04-01.00:00:00 to 2003-04-30.23:59:59> |
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281 |
| 1575 | 282 |
| 283 Interval properties | |
| 284 ~~~~~~~~~~~~~~~~~~~ | |
| 285 | |
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286 Date intervals are specified using the suffixes "y", "m", and "d". The |
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287 suffix "w" (for "week") means 7 days. Time intervals are specified in |
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288 hh:mm:ss format (the seconds may be omitted, but the hours and minutes |
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289 may not). |
| 1575 | 290 |
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291 - "3y" means three years |
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292 - "2y 1m" means two years and one month |
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293 - "1m 25d" means one month and 25 days |
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294 - "2w 3d" means two weeks and three days |
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295 - "1d 2:50" means one day, two hours, and 50 minutes |
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296 - "14:00" means 14 hours |
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297 - "0:04:33" means four minutes and 33 seconds |
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298 |
| 1575 | 299 |
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300 Simple support for collision detection |
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301 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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302 |
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303 Item edit pages remember when the item was last edited. When a form is |
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304 submitted, the user will be informed if someone else has edited the item |
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305 at the same time they tried to. |
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306 |
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307 |
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308 Web Interface |
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309 ============= |
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310 |
| 2409 | 311 .. note:: |
| 312 This document contains screenshots of the default look and feel. | |
| 313 Your site may have a slightly (or very) different look, but the | |
| 314 functionality will be very similar, and the concepts still hold. | |
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315 |
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316 The web interface is broken up into the following parts: |
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317 |
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318 1. `lists of items`_, |
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319 2. `display, edit or entry of an item`_, and |
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320 3. `searching page`_. |
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321 |
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322 In addition to the graphical web interface, Roundup has `REST`_ and |
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323 `XMLRPC`_ interfaces. These can be used by advanced users and |
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324 programmers to automate tasks and integrate with other programs. |
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325 |
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326 .. _REST: rest.html |
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327 .. _XMLRPC: xmlrpc.html |
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328 |
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329 Lists of Items |
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330 -------------- |
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331 |
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332 The first thing you'll see when you log into Roundup will be a list of |
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333 open (ie. not resolved) issues. This list has been generated by a bunch |
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334 of controls `under the covers`_ but for now, you can see something like: |
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335 |
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336 .. image:: images/index_logged_out.png |
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337 :width: 675 |
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338 :height: 450 |
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339 :alt: Image of the classic Roundup tracker showing a list of issues |
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340 that one would see before logging in. |
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341 |
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342 The screen is divided up into three sections. There's a title which tells |
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343 you where you are, a sidebar which contains useful navigation tools and a |
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344 body which usually displays either a list of items or a single item from |
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345 the tracker. |
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346 |
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347 You may register, reset your password or log in. Registration takes |
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348 you to: |
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349 |
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350 .. image:: images/registration.png |
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351 :width: 675 |
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352 :height: 450 |
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353 :alt: A registration form with fields for name, login name, |
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354 password etc. |
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355 |
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356 Clicking on the "Lost your login?" link allows you to reset your |
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357 password. Resetting your password takes you to: |
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358 |
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359 .. image:: images/reset.png |
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360 :width: 605 |
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361 :height: 495 |
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362 :alt: A form with email address and username fields that will |
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363 trigger a password reset when submitted. |
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364 |
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365 You can enter your username to get a reset email sent to your primary |
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366 E-mail address. Otherwise you can enter your primary E-mail address or |
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367 an Alternate E-mail address to get a reset email sent to that address. |
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368 The reset email includes a verification link that can be used to |
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369 complete the password reset. The verification link expires in a week. |
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370 |
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371 Once you're logged in, the sidebar changes to: |
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372 |
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373 .. image:: images/index_logged_in.png |
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374 :width: 182 |
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375 :height: 399 |
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376 :alt: Navigation sidebar after login showing multiple links. It now |
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377 includes a link labeled "My Details" for the user's settings. |
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378 |
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379 You can now get to your "My Details" page: |
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380 |
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381 .. image:: images/my_details.png |
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382 :width: 667 |
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383 :height: 558 |
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384 :alt: A form allowing the user to change username, real name, email |
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385 address and it also shows activity done by the user. |
| 1228 | 386 |
| 387 Display, edit or entry of an item | |
| 388 --------------------------------- | |
| 389 | |
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390 Create a new issue with "create new" under the issue subheading. This |
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391 will take you to: |
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392 |
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393 .. image:: images/new_issue.png |
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394 :width: 648 |
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395 :height: 277 |
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396 :alt: A form for entering a new issue with title, priority, status |
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397 and other fields. All fields are empty. It also includes an |
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398 entry box for typing free form text to describe the issue. |
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399 |
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400 Editing an issue uses the same form, though now you'll see attached files |
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401 and messages, and the issue history at the bottom of the page: |
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402 |
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403 .. image:: images/edit_issue.png |
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404 :width: 650 |
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405 :height: 535 |
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406 :alt: A form for editing an issue with title, priority, status |
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407 and other fields filled in. It also includes an entry box for |
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408 typing free form text to describe the issue. |
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409 |
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410 The "Make a copy" link duplicate the current issue copying most of the |
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411 properties to a new issue. This is useful for splitting am issue into |
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412 sub-issues that can be assigned to different people. |
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413 |
| 1228 | 414 Searching Page |
| 415 -------------- | |
| 416 | |
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417 See `entering values in your tracker`_ for an explanation of what you |
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418 may type into the search form. |
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419 |
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420 |
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421 Saving queries |
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422 ~~~~~~~~~~~~~~ |
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423 |
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424 You may save queries in the tracker by giving the query a name. Each user |
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425 may only have one query with a given name - if a subsequent search is |
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426 performed with the same query name supplied, then it will edit the |
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427 existing query of the same name. |
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428 |
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429 Queries may be marked as "private". These queries are only visible to the |
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430 user that created them. If they're not marked "private" then all other |
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431 users may include the query in their list of "Your Queries". Marking it as |
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432 private at a later date does not affect users already using the query, nor |
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433 does deleting the query. |
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434 |
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435 If a user subsequently creates or edits a public query, a new personal |
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436 version of that query is made, with the same editing rules as described |
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437 above. |
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438 |
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439 |
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440 Under the covers |
| 1575 | 441 ~~~~~~~~~~~~~~~~ |
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442 |
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443 The searching page converts your selections into the following |
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444 arguments: |
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445 |
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446 ============ ============================================================= |
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447 Argument Description |
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448 ============ ============================================================= |
| 5827 | 449 @sort sort by prop name, optionally preceded with '-' to give |
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450 descending or nothing for ascending sorting. The sort |
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451 argument can have several props separated with comma. |
| 5827 | 452 @group group by prop name, optionally preceded with '-' or to sort |
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453 in descending or nothing for ascending order. The group |
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454 argument can have several props separated with comma. |
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455 @columns selects the columns that should be displayed. Default is |
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456 all. |
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457 @filter indicates which properties are being used in filtering. |
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458 Default is none. |
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459 propname selects the values the item properties given by propname must |
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460 have (very basic search/filter). |
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461 @search_text performs a full-text search (message bodies, issue titles, |
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462 etc) |
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463 ============ ============================================================= |
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464 |
|
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465 You may manually write URLs that contain these arguments, like so |
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466 (whitespace has been added for clarity):: |
| 1575 | 467 |
| 468 /issue?status=unread,in-progress,resolved& | |
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469 keyword=security,ui& |
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470 @group=priority,-status& |
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471 @sort=-activity& |
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472 @filters=status,keyword& |
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473 @columns=title,status,fixer |
| 1575 | 474 |
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475 Full text search using the xapian, whoosh and native indexers treats |
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476 the search query as a series of space separated words. Any word less |
|
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477 than 2 characters or more than 50 characters is discarded. Also a |
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478 stoplist is used to remove common words like "with", "and" |
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479 etc. Additional stoplist words can be added in the tracker's |
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480 config.ini file. Once filtering of the word list is done, each indexed |
|
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481 item (e.g. title, file or message content ...) is searched and if all |
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482 the terms are found in the item the item is returned. Then the items |
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483 are mapped to an issue and the list of matching issues is generated. |
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484 |
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485 Other searching backends such as native-fts can be used in which case |
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486 the filtering above is not used. The search query can support |
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487 structure such as quoted phrases, matching one term or another rather |
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488 than both (or search), prefixes etc. In this case you should look at |
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489 the `documentation for configuring the native-fts`_ backend to find |
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490 the supported format and features. |
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491 |
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492 .. _`documentation for configuring the native-fts`: admin_guide.html#configuring-native-fts-full-text-search |
| 1575 | 493 |
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494 Advanced Searching with Property Expressions |
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495 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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496 |
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497 You can create more advanced searches in your tracker by using Reverse |
|
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498 Polish Notation (`RPN`_) to make property expressions. By default, |
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499 when filtering by multiple items, the expression type is 'or'. For |
|
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500 instance, if you filter the property assignedto by adding the query |
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501 string element ``assignedto=2,3,40``, it matches users numbered ``2 or |
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502 3 or 40``. In RPN, this would be written as ``2, 3, or, 4, |
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503 or``. Roundup uses negative numbers to represent operators. For |
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504 example, using "-1" for a single value (e.g. the assignedto Link |
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505 property, but not the keyword multivalued/MultiLink property) matches |
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506 an issue where the property is 'not set'. |
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507 |
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508 The operators and their corresponding numbers are: |
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509 |
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510 * 'not' is represented by -2 |
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511 * 'and' is represented by -3 |
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512 * 'or' is represented by -4 |
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513 |
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514 So, ``assignedto=2,3,40`` is the same as |
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515 ``assignedto=2,3,-4,40,-4``. While this example is the same as |
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516 ``2,3,40``, the expression ``keyword=1,2,-3,-2`` filters issues that |
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517 don't have both keywords 1 and 2. |
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518 |
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519 Another example is: ``creator=3,-2,1,-2,-3``. This is the same as the |
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520 expression: ``(not user3) and (not user1)``. Using the rules of logic, |
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521 this is the same as: ``not (user3 or user1)`` which is expressed in |
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522 RPN as ``creator=3,1,-4,-2``. Compare this to ``creator=3,1,-2`` which |
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523 returns issues created by user3 or any user other than user1. |
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524 |
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525 Another example, useful when filtering issues, is:: |
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526 |
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527 keyword=-1,-2,1,8,-3,-2,-3 |
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528 |
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529 which returns issues that have one or more keywords set and the issue |
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530 does not have keyword1 and keyword8 both set. In more standard infix |
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531 form:: |
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532 |
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533 not empty and not (keyword1 and keyword8) |
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534 |
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535 Typing these expressions manually can be tiresome and tricky. On the |
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536 search page, there's an expression editor. You can access it by |
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537 clicking on the ``(expr)`` link, which makes creating these |
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538 expressions a bit easier. |
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539 |
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540 If your expression has an error, you will be returned to the search |
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541 page and an error will be reported. For example using the expression |
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542 ``1, -3`` to search the nosy property of an issue generates the |
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543 following error:: |
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544 |
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545 There was an error searching issue by nosy using: [1, -3]. The |
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546 operator -3 (and) at position 2 has too few arguments. |
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547 |
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548 The error message gives you the problem element (``-3``), it's meaning |
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549 (``and``) and its position: the second element. The problem was caused |
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550 because ``and`` requires two arguments, but only one argument (``1``) |
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551 was given. |
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552 |
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553 Another error message:: |
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554 |
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555 There was an error searching issue by status using: [1, 2, -3, |
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556 -3]. The operator -3 (and) at position 4 has too few arguments. |
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557 |
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558 reports that the second ``-3`` in the 4th position is the problem |
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559 operator. Note that this search expression will never return any |
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560 values. This is because ``status`` is a single value (link) type |
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561 property. It can't have the values ``1`` and ``2``, so the expression |
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562 ``1,2,-3`` will never return an issue. |
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563 |
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564 In the examples above, the error was caused by not having enough |
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565 arguments. However you can also have too many arguments. An example of |
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566 this type of message is:: |
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567 |
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568 There was an error searching issue by nosy using: [4, 5, 1, 2, -3, |
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569 -3]. There are too many arguments for the existing operators. The |
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570 values on the stack are: [Value 4, (Value 5 AND (Value 1 AND Value |
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571 2))] |
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572 |
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573 This message gives you the expression as far as it was able to compose |
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574 it, but value 1 is not combined with the rest of the expression. So |
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575 another binary operator is needed to complete the expression. |
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576 |
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577 If you have multiple incorrect expressions in your search, only one |
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578 expression will be reported each time you submit the search. |
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579 |
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580 Using the Classhelper |
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581 --------------------- |
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582 |
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583 The classhelper makes finding the id number or name for linked items |
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584 easier. It is usually invoked from the parent window by clicking on |
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585 the ``(list)`` link. There are two classhelpers: classic and |
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586 component. This documentation discusses the newer component |
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587 classhelper available with Roundup 2.4.0 or newer. If there is a |
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588 problem with the component classhelper, it reports the problem and |
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589 falls back to using the classic classhelper. |
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590 |
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591 The component classhelper is displayed in a popup window. You can |
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592 interact with the original window by moving the popup out of the way |
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593 or minimizing it. If you don't see a popup, check to see if your |
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594 browser has disabled popup windows. |
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595 |
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596 The classhelper has three parts: |
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597 |
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598 1. an optional search pane |
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599 2. a selection pane |
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600 3. an accumulator pane |
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601 |
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602 .. image:: images/classhelper-issue-all.png |
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603 :width: 675 |
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604 :height: 914 |
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605 :alt: Image of the new component classhelper popup. The image shows |
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606 the operating system window decorations with a title of "Superseder |
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607 Classhelper - issue2". Then it shows a search panel with options to |
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608 enter text to search issue titles or status and a select/dropdown |
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609 to search by a keyword on the issue. Below the options are search |
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610 and reset buttons. Below the search panel is a selection |
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611 panel that shows buttons to move to the previous or next pages and |
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612 says that it is displaying items 26 to 50. This is followed by a |
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613 scrollable table of issues where each row has a checkbox and the |
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614 box for issue 114 is checked. At the bottom of the window is a text |
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615 box that lists a number of issue numbers including 114. To the |
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616 right of the text box are apply and cancel buttons. |
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617 |
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618 |
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619 The search pane has text or select/dropdown fields to search for a |
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620 matching item. The image above shows a search for issues. The Title |
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621 and Status properties can be matched using a text input while the |
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622 Keyword property can be selected from a dropdown. Hitting enter while |
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623 in a text input will trigger a search and the results will be |
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624 displayed below the search pane in the selection pane. Tabbing to the |
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625 search button and pressing enter will also trigger a search. The reset |
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626 button will clear the search form. |
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627 |
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628 Below the search pane is the select pane. It lists the number of items |
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629 displayed (26-50) and includes two buttons to move to the previous or |
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630 next page of search results. If there is no search pane, this will |
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631 display a page of items from all the items in the class. Below the |
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632 pagination component is the scrollable selection table. Each row in |
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633 the table has a checkbox and one or more columns of data about the |
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634 item. Clicking on a row toggles the item's checkbox and adds or |
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635 removes the id or name for the item in the accumulator's |
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636 display. Arrow keys or tab/shift-tab can be used to scroll through |
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637 each item in the selection table. The space key or enter will |
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638 select/deselect the item. You can jump to the page controls using the |
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639 '<' and '>' keys. Once the page control button is focused, press enter |
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640 to trigger a page change. |
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641 |
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642 The bottom pane consists of a text input called the accumulator |
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643 display. It lists all the items that have been selected. The first two |
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644 items in this example were selected from the previous selection |
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645 page. Next to the display are the apply and cancel buttons. You can |
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646 jump to the apply button quickly by pressing Shift-Enter as long as |
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647 you are not in a search input. Once the apply button is focused, press |
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648 enter to copy the items in the display to the associated field on the |
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649 parent window. If you activate the cancel button or close the window |
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650 using the window decoration, the classhelper will close and not change |
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651 the parent window. |
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652 |
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653 The classhelper can also be used in read-only mode. In this mode, the |
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654 accumulator is not shown. Also the checkboxes are not displayed. To |
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655 close the classhelper in read-only mode use the window decoration or a |
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656 hotkey (e.g. control-w). |
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657 |
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658 You can have multiple classhelpers up at a time. The title on the |
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659 window identifies the property and item the classhelper will |
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660 modify. For example the image shows the superseder for issue2. |
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661 |
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662 Do not refresh the classhelper window using the ``F5`` key. This will |
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663 erase the contents of the window and you will have to close it and |
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664 invoke the link from the parent window again. |
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665 |
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666 Access Controls |
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667 --------------- |
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668 |
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669 User access is controlled through Permissions. These are are grouped |
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670 into Roles, and users have a comma-separated list of Roles assigned to |
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671 them. Roles can allow you to access: |
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672 |
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673 - an entire class of items (e.g. issues) |
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674 - only certain fields of a class (e.g. you can see the username but |
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675 not the phone number of other users) |
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676 - fields or classes based on your relationship to an item (e.g. |
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677 you can see the phone number of your user entry since you are the |
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678 owner of your user entry) |
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679 |
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680 Other permissions divide access controls up into answering questions |
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681 like: |
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682 |
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683 - may the user edit issues ("Edit", "issue") |
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684 - is the user allowed to use the web interface ("Web Access") |
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685 - may the user edit other user's Roles through the web ("Web Roles") |
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686 |
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687 Any number of new Permissions and Roles may be created as described in |
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688 the customisation documentation. Examples of new access controls are: |
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689 |
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690 - only managers may sign off issues as complete |
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691 - don't give users who register through e-mail web access |
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692 - let some users edit the details of all users |
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693 |
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694 E-Mail Gateway |
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695 ============== |
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696 |
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697 Roundup trackers may be used to facilitate e-mail conversations around |
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698 issues. The "nosy" list attached to each issue indicates the users who |
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699 should receive e-mail when messages are added to the issue. |
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700 |
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701 When e-mail comes into a tracker that identifies an issue in the subject |
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702 line, the content of the e-mail is attached to the issue. |
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703 |
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704 You may even create new issues from e-mail messages. |
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705 |
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706 E-mail sent to a tracker is examined for several pieces of information: |
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707 |
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708 1. `subject-line information`_ identifying the purpose of the e-mail |
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709 2. `sender identification`_ using the sender of the message |
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710 3. `e-mail message content`_ which is to be extracted |
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711 4. e-mail attachments which should be associated with the message |
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712 |
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713 |
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714 Subject-line information |
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715 ------------------------ |
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716 |
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717 The subject line of the incoming message is examined to find one of: |
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718 |
| 5827 | 719 1. a case insensitive ``help``, |
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720 2. a match for ``-- key <OneTimeKey>``, |
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|
721 3. the item that the message is responding to, |
|
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
722 4. the type of item the message should create, or |
|
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
723 5. we default the item class and try some trickiness. |
|
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
724 |
|
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
725 If the subject is ``help`` (case insensitive), the gateway responds |
| 5827 | 726 with an explanation of the interface. |
|
5056
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
727 |
|
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
728 If a one-time key is found, we're processing an in-progress |
|
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
729 registration confirmation. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
730 |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
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diff
changeset
|
731 If the subject line contains a prefix in ``[square brackets]`` then |
|
7234
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
732 we're looking at case 3 or 4 above. Spaces are allowed inside the |
|
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
733 brackets and after the class item name. So ``[issue2]`` and |
|
7252
9c067ed4568b
add pragma command to roundup-admin
John Rouillard <rouilj@ieee.org>
parents:
7234
diff
changeset
|
734 ``[ issue 2 ]`` are treated the same where any white space is optional. |
|
7234
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
735 Any "re:" or "fwd:" prefixes are stripped off the subject line before |
|
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
736 we start looking for real information. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
737 |
|
7406
8bc4246480bf
Link designator terms to glossary; expand permission doc; typo fixes
John Rouillard <rouilj@ieee.org>
parents:
7279
diff
changeset
|
738 If an item :term:`designator` (class name and id number, for example |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
739 ``issue123``) is found there, a new "msg" item is added to the |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
740 "messages" property for that item, and any new "file" items are added to |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
741 the "files" property for the item. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
742 |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
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diff
changeset
|
743 If just an item class name is found there, we attempt to create a new |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
744 item of that class with its "messages" property initialized to contain |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
745 the new "msg" item and its "files" property initialized to contain any |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
746 new "file" items. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
747 |
|
5056
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
748 The fifth case above - where no ``[information]`` is provided, the |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
749 tracker's ``MAIL_DEFAULT_CLASS`` configuration variable defines what |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
750 class of item the message relates to. We try to match the subject line |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
751 to an existing item of the default class, and if there's a match, the |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
752 message is related to that matched item. If not, then a new item of the |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
753 default class is created. |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
754 |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
755 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
756 Setting Properties |
|
1199
cd58a8603424
half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents:
1098
diff
changeset
|
757 ~~~~~~~~~~~~~~~~~~ |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
758 |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
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diff
changeset
|
759 The e-mail interface also provides a simple way to set properties on |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
760 items. At the end of the subject line, propname=value pairs can be |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
761 specified in square brackets, using the same conventions as for the |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
762 roundup set shell command. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
763 |
|
8052
d54af8964fe3
docs: fix unwanted highlighting.
John Rouillard <rouilj@ieee.org>
parents:
8032
diff
changeset
|
764 .. highlight:: text |
|
d54af8964fe3
docs: fix unwanted highlighting.
John Rouillard <rouilj@ieee.org>
parents:
8032
diff
changeset
|
765 |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
766 For example, |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
767 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
768 - setting the priority of an issue:: |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
769 |
|
4298
f6468c5e1493
Fix typo in email section of user guide, fixes issue2550607
Richard Jones <richard@users.sourceforge.net>
parents:
4036
diff
changeset
|
770 Subject: Re: [issue2] the coffee machine is broken! [priority=urgent] |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
771 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
772 - adding yourself to a nosy list:: |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
773 |
|
7234
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
774 Subject: Re: [ issue2 ] we're out of widgets [nosy=+richard] |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
775 |
|
1282
2feb3e0a9955
included doc ideas from Bernhard Reiter
Richard Jones <richard@users.sourceforge.net>
parents:
1267
diff
changeset
|
776 - setting the nosy list to just you and cliff:: |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
777 |
|
7234
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
778 Subject: Re: [issue 2] we're out of widgets [nosy=richard,cliff] |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
779 |
|
1282
2feb3e0a9955
included doc ideas from Bernhard Reiter
Richard Jones <richard@users.sourceforge.net>
parents:
1267
diff
changeset
|
780 - removing yourself from a nosy list and setting the priority:: |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
781 |
|
7234
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
782 Subject: Re: [ issue 2 ] we're out of widgets [nosy=-richard;priority=bug] |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
783 |
|
8052
d54af8964fe3
docs: fix unwanted highlighting.
John Rouillard <rouilj@ieee.org>
parents:
8032
diff
changeset
|
784 .. highlight:: python3 |
|
d54af8964fe3
docs: fix unwanted highlighting.
John Rouillard <rouilj@ieee.org>
parents:
8032
diff
changeset
|
785 |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
786 In all cases, the message relates to issue 2. The ``Re:`` prefix is |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
787 stripped off. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
788 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
789 |
|
1267
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
790 Automatic Properties |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
791 ~~~~~~~~~~~~~~~~~~~~ |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
792 |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
793 **status of new issues** |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
794 When a new message is received that is not identified as being related |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
795 to an existing issue, it creates a new issue. The status of the new |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
796 issue is defaulted to "unread". |
|
1267
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
797 |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
798 **reopening of resolved issues** |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
799 When a message is is received for a resolved issue, the issue status is |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
800 automatically reset to "chatting" to indicate new information has been |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
801 received. |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
802 |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
803 |
|
1615
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
804 Sender identification |
|
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
805 --------------------- |
|
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
806 |
|
3529
4fd84dcfed33
more explanation
Richard Jones <richard@users.sourceforge.net>
parents:
3036
diff
changeset
|
807 If the sender of an e-mail is unknown to Roundup (looking up both user |
|
4fd84dcfed33
more explanation
Richard Jones <richard@users.sourceforge.net>
parents:
3036
diff
changeset
|
808 primary e-mail addresses and their alternate addresses) then a new user |
|
4018
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
809 may be created, depending on tracker configuration (see the `Admin |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
810 Guide`_ section "Users and Security" for configuration details.) |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
811 |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
812 .. _`Admin Guide`: admin_guide.html |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
813 |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
814 The new user will have their username set to the "user" part of |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
815 "user@domain" in their e-mail address. Their password will be |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
816 completely randomised, and they'll have to visit the web interface to |
| 2409 | 817 have it changed. Some sites don't allow web access by users who register |
|
3529
4fd84dcfed33
more explanation
Richard Jones <richard@users.sourceforge.net>
parents:
3036
diff
changeset
|
818 via e-mail like this. |
|
1615
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
819 |
|
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
820 |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
821 E-Mail Message Content |
|
1199
cd58a8603424
half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents:
1098
diff
changeset
|
822 ---------------------- |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
823 |
|
6408
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
824 By default Roundup only associates plain text (MIME type |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
825 ``text/plain``) as messages for items. Any other parts of a message |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
826 are associated as downloadable files. If no plain text part is found, |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
827 the message is rejected. The tracker can be configured to enable |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
828 ``convert_htmltotext``. If this is enabled, an email with an HTML |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
829 message (MIME type ``text/html``) and no ``text/plain`` part will be |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
830 accepted. The first HTML part will be converted to text and used as |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
831 the message for the item. Subsequent parts will be treated as |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
832 attachments. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
833 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
834 To do this, incoming messages are examined for multiple parts: |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
835 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
836 * In a multipart/mixed message or part, each subpart is extracted and |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
837 examined. The text/plain subparts are assembled to form the textual |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
838 body of the message, to be stored in the file associated with a "msg" |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
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839 class item. Any parts of other types are each stored in separate files |
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840 and given "file" class items that are linked to the "msg" item. |
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841 * In a multipart/alternative message or part, we look for a text/plain |
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842 subpart and ignore the other parts. |
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843 |
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844 If the message is a response to a previous message, and contains quoted |
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845 sections, then these will be stripped out of the message if the |
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846 ``EMAIL_KEEP_QUOTED_TEXT`` configuration variable is set to ``'no'``. |
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847 |
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848 Message summary |
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849 ~~~~~~~~~~~~~~~ |
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850 |
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851 The "summary" property on message items is taken from the first |
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852 non-quoting section in the message body. The message body is divided |
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853 into sections by blank lines. Sections where the second and all |
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854 subsequent lines begin with a ">" or "|" character are considered |
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855 "quoting sections". The first line of the first non-quoting section |
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856 becomes the summary of the message. |
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881
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857 |
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858 |
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859 Address handling |
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860 ---------------- |
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861 |
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862 All of the addresses in the ``To:`` and ``Cc:`` headers of the incoming |
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863 message are looked up among the tracker users, and the corresponding |
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864 users are placed in the "recipients" property on the new "msg" item. The |
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865 address in the ``From:`` header similarly determines the "author" |
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866 property of the new "msg" item. The default handling for addresses that |
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867 don't have corresponding users is to create new users with no passwords |
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868 and a username equal to the address. |
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869 |
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870 The addresses mentioned in the ``To:``, ``From:`` and ``Cc:`` headers of |
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871 the message may be added to the `nosy list`_ depending on: |
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872 |
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873 ``ADD_AUTHOR_TO_NOSY`` |
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874 Does the author of a message get placed on the nosy list automatically? |
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875 If 'new' is used, then the author will only be added when a message |
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876 creates a new issue. If 'yes', then the author will be added on |
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877 followups too. If 'no', they're never added to the nosy. |
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881
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878 |
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879 ``ADD_RECIPIENTS_TO_NOSY`` |
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880 Do the recipients (To:, Cc:) of a message get placed on the nosy list? |
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881 If 'new' is used, then the recipients will only be added when a message |
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882 creates a new issue. If 'yes', then the recipients will be added on |
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883 followups too. If 'no', they're never added to the nosy. |
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884 |
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885 Some organisations might prefer to have someone moderate emails before |
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886 they are delivered into Roundup. Those might want to set the |
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887 configuration option ``EMAIL_KEEP_REAL_FROM`` to ``'yes'`` to avoid |
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888 having the moderators address appearing as the creator of issues. |
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889 |
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890 Nosy List |
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891 ~~~~~~~~~ |
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892 |
| 1228 | 893 Roundup watches for additions to the "messages" property of items. |
| 894 | |
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895 When a new message is added, it is sent to all the users on the "nosy" |
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896 list for the item that are not already on the "recipients" list of the |
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897 message. Those users are then appended to the "recipients" property on |
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898 the message, so multiple copies of a message are never sent to the same |
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899 user. The journal recorded by the hyperdatabase on the "recipients" |
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900 property then provides a log of when the message was sent to whom. |
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901 |
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902 If the author of the message is also in the nosy list for the item that |
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903 the message is attached to, then the config var ``MESSAGES_TO_AUTHOR`` |
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904 is queried to determine if they get a nosy list copy of the message too. |
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905 |
|
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906 .. _`RPN`: https://en.wikipedia.org/wiki/Reverse_Polish_notation |