Mercurial > p > roundup > code
annotate doc/user_guide.txt @ 7354:692242b3effd
initial pass to change references to reference doc where needed.
There are some references that don't seem to exist anymore. They were
left pointing to their original values.
These are in the 0.6 upgrade directions and whatsnew-0.7. They
reference macros that don't exist or config.py that is no longer
valid.
| author | John Rouillard <rouilj@ieee.org> |
|---|---|
| date | Tue, 16 May 2023 01:19:16 -0400 |
| parents | 0bf616cfa178 |
| children | 8bc4246480bf |
| 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 we call *items*. |
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24 An item may 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*. So, 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 has an ID number that identifies it along with |
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30 its item class. To identify a particular issue or user, we combine the |
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31 class with the number to create a unique label, so that user 1 (who, |
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32 incidentally, is *always* the "admin" user) is referred to as "user1". |
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33 Issue number 315 is referred to as "issue315". We call that label the |
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34 item's *designator*. |
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35 |
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36 Items in the database are never deleted, they're just "retired". You |
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37 can still refer to them by ID - hence removing an item won't break |
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38 references to the item. It's just that the item won't appear in any |
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39 listings. |
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40 |
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41 |
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42 Accessing the Tracker |
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43 --------------------- |
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44 |
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45 You may access your tracker in three ways: |
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46 |
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47 1. through the `web interface`_, |
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48 2. through the `e-mail gateway`_, or |
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49 3. using the `command line tool`_. |
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50 |
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51 The last is usually only used by administrators. Most users will use the |
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52 web and e-mail interfaces. All three are explained below. |
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53 |
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54 .. _command line tool: admin_guide.html#using-roundup-admin |
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55 |
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56 Issue life cycles in Roundup |
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57 ---------------------------- |
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58 |
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59 New issues may be submitted via the web or e-mail. |
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60 |
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61 By default, the issue will have the status "unread". If another message |
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62 is received for the issue, its status will change to "chatting". |
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63 |
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64 The "home" page for a tracker will generally display all issues which |
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65 are not "resolved". |
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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 |
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105 .. _query-tracker: |
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106 |
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107 Entering values in your Tracker |
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108 ------------------------------- |
| 1575 | 109 |
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110 All interfaces to your tracker use the same format for entering values. |
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111 This means the web interface for entering a new issue, the web interface |
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112 for searching issues, the e-mail interface and even the command-line |
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113 administration tool. |
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114 |
| 1575 | 115 |
| 116 String and Numeric properties | |
| 117 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 118 | |
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119 These fields just take a simple text value, like ``It's broken``. |
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120 |
| 1575 | 121 |
| 122 Boolean properties | |
| 123 ~~~~~~~~~~~~~~~~~~ | |
| 124 | |
| 125 These fields take a value which indicates "yes"/"no", "true"/"false", | |
| 126 "1"/"0" or "on"/"off". | |
| 127 | |
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128 |
| 1575 | 129 Constrained (link and multilink) properties |
| 130 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 131 | |
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132 Fields like "Assigned To" and "Keywords" hold references to items in other |
| 1575 | 133 classes ("user" and "keyword" in those two cases.) |
| 134 | |
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135 Sometimes, the selection is done through a menu, like in the "Assigned |
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136 To" field. |
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137 |
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138 Where the input is not a simple menu selection, we use a comma-separated |
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139 list of values to indicated which values of "user" or "keyword" are |
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140 interesting. The values may be either numeric ids or the names of items. |
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141 The special value "-1" may be used to match items where the property is |
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142 not set. For example, the following searches on the issues: |
| 1575 | 143 |
| 144 ``assignedto=richard,george`` | |
| 145 match issues which are assigned to richard or george. | |
| 146 ``assignedto=-1`` | |
| 147 match issues that are not assigned to a user. | |
| 148 ``assignedto=2,3,40`` | |
| 149 match issues that are assigned to users 2, 3 or 40. | |
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150 ``keyword=user interface`` |
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151 match issues with the keyword "user interface" in their keyword list |
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152 ``keyword=web interface,e-mail interface`` |
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153 match issues with the keyword "web interface" or "e-mail interface" in |
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154 their keyword list |
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155 ``keyword=-1`` |
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156 match issues with no keywords set |
| 1575 | 157 |
| 158 | |
| 159 Date properties | |
| 160 ~~~~~~~~~~~~~~~ | |
| 161 | |
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162 Date-and-time stamps are specified with the date in |
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163 international standard format (``yyyy-mm-dd``) joined to the time |
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164 (``hh:mm:ss``) by a period ``.``. Dates in this form can be easily |
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165 compared and are fairly readable when printed. An example of a valid |
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166 stamp is ``2000-06-24.13:03:59``. We'll call this the "full date |
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167 format". When Timestamp objects are printed as strings, they appear in |
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168 the full date format. |
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169 |
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170 For user input, some partial forms are also permitted: the whole time or |
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171 just the seconds may be omitted; and the whole date may be omitted or |
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172 just the year may be omitted. If the time is given, the time is |
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173 interpreted in the user's local time zone. The Date constructor takes |
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174 care of these conversions. In the following examples, suppose that |
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175 ``yyyy`` is the current year, ``mm`` is the current month, and ``dd`` is |
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176 the current day of the month. |
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177 |
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178 - "2000-04-17" means <Date 2000-04-17.00:00:00> |
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179 - "01-25" means <Date yyyy-01-25.00:00:00> |
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180 - "2000-04-17.03:45" means <Date 2000-04-17.08:45:00> |
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181 - "08-13.22:13" means <Date yyyy-08-14.03:13:00> |
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182 - "11-07.09:32:43" means <Date yyyy-11-07.14:32:43> |
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183 - "14:25" means <Date yyyy-mm-dd.19:25:00> |
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184 - "8:47:11" means <Date yyyy-mm-dd.13:47:11> |
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185 - the special date "." means "right now" |
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186 |
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187 |
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188 When searching, a plain date entered as a search field will match that date |
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189 exactly in the database. We may also accept ranges of dates. You can |
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190 specify range of dates in one of two formats: |
| 1575 | 191 |
| 192 1. English syntax:: | |
| 193 | |
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194 [From <value>][To <value>] |
| 1575 | 195 |
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196 Keywords "From" and "To" are case insensitive. Keyword "From" is |
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197 optional. |
| 1575 | 198 |
| 199 2. "Geek" syntax:: | |
| 200 | |
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201 [<value>];[<value>] |
| 1575 | 202 |
| 203 Either first or second ``<value>`` can be omitted in both syntaxes. | |
| 204 | |
| 205 For example, if you enter string "from 9:00" to "Creation date" field, | |
| 206 roundup will find all issues, that were created today since 9 AM. | |
| 207 | |
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208 The ``<value>`` may also be an interval, as described in the next section. |
| 1575 | 209 Searching of "-2m; -1m" on activity field gives you issues which were |
| 210 active between period of time since 2 months up-till month ago. | |
| 211 | |
| 2910 | 212 Other possible examples (consider local time is 2003-03-08.22:07:48): |
| 1575 | 213 |
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214 - "from 2-12 to 4-2" means |
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215 <Range from 2003-02-12.00:00:00 to 2003-04-02.00:00:00> |
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216 - "FROM 18:00 TO +2m" means |
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217 <Range from 2003-03-08.18:00:00 to 2003-05-08.20:07:48> |
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218 - "12:00;" means |
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219 <Range from 2003-03-08.12:00:00 to None> |
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220 - "tO +3d" means |
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221 <Range from None to 2003-03-11.20:07:48> |
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222 - "2002-11-10; 2002-12-12" means |
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223 <Range from 2002-11-10.00:00:00 to 2002-12-12.00:00:00> |
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224 - "; 20:00 +1d" means |
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225 <Range from None to 2003-03-09.20:00:00> |
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226 - "2003" means |
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227 <Range from 2003-01-01.00:00:00 to 2003-12-31.23:59:59> |
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228 - "2003-04" means |
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229 <Range from 2003-04-01.00:00:00 to 2003-04-30.23:59:59> |
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230 |
| 1575 | 231 |
| 232 Interval properties | |
| 233 ~~~~~~~~~~~~~~~~~~~ | |
| 234 | |
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235 Date intervals are specified using the suffixes "y", "m", and "d". The |
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236 suffix "w" (for "week") means 7 days. Time intervals are specified in |
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237 hh:mm:ss format (the seconds may be omitted, but the hours and minutes |
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238 may not). |
| 1575 | 239 |
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240 - "3y" means three years |
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241 - "2y 1m" means two years and one month |
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242 - "1m 25d" means one month and 25 days |
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243 - "2w 3d" means two weeks and three days |
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244 - "1d 2:50" means one day, two hours, and 50 minutes |
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245 - "14:00" means 14 hours |
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246 - "0:04:33" means four minutes and 33 seconds |
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247 |
| 1575 | 248 |
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249 Simple support for collision detection |
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250 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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251 |
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252 Item edit pages remember when the item was last edited. When a form is |
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253 submitted, the user will be informed if someone else has edited the item |
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254 at the same time they tried to. |
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255 |
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256 |
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257 Web Interface |
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258 ============= |
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259 |
| 2409 | 260 .. note:: |
| 261 This document contains screenshots of the default look and feel. | |
| 262 Your site may have a slightly (or very) different look, but the | |
| 263 functionality will be very similar, and the concepts still hold. | |
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264 |
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265 The web interface is broken up into the following parts: |
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266 |
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267 1. `lists of items`_, |
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268 2. `display, edit or entry of an item`_, and |
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269 3. `searching page`_. |
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270 |
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271 In addition to the graphical web interface, Roundup has `REST`_ and |
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272 `XMLRPC`_ interfaces. These can be used by advanced users and |
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273 programmers to automate tasks and integrate with other programs. |
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274 |
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275 .. _REST: rest.html |
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276 .. _XMLRPC: xmlrpc.html |
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277 |
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278 Lists of Items |
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279 -------------- |
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280 |
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281 The first thing you'll see when you log into Roundup will be a list of |
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282 open (ie. not resolved) issues. This list has been generated by a bunch |
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283 of controls `under the covers`_ but for now, you can see something like: |
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284 |
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285 .. image:: images/index_logged_out.png |
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286 :width: 675 |
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287 :height: 450 |
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288 :alt: Image of the classic Roundup tracker showing a list of issues |
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289 that one would see before logging in. |
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290 |
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291 The screen is divided up into three sections. There's a title which tells |
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292 you where you are, a sidebar which contains useful navigation tools and a |
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293 body which usually displays either a list of items or a single item from |
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294 the tracker. |
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295 |
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296 You may register, reset your password or log in. Registration takes |
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297 you to: |
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298 |
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299 .. image:: images/registration.png |
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300 :width: 675 |
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301 :height: 450 |
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302 :alt: A registration form with fields for name, login name, |
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303 password etc. |
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304 |
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305 Clicking on the "Lost your login?" link allows you to reset your |
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306 password. Resetting your password takes you to: |
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307 |
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308 .. image:: images/reset.png |
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309 :width: 605 |
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310 :height: 495 |
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311 :alt: A form with email address and username fields that will |
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312 trigger a password reset when submitted. |
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313 |
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314 You can enter your username to get a reset email sent to your primary |
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315 E-mail address. Otherwise you can enter your primary E-mail address or |
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316 an Alternate E-mail address to get a reset email sent to that address. |
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317 The reset email includes a verification link that can be used to |
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318 complete the password reset. The verification link expires in a week. |
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319 |
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320 Once you're logged in, the sidebar changes to: |
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321 |
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322 .. image:: images/index_logged_in.png |
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323 :width: 182 |
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324 :height: 399 |
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325 :alt: Navigation sidebar after login showing multiple links. It now |
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326 includes a link labeled "My Details" for the user's settings. |
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327 |
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328 You can now get to your "My Details" page: |
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329 |
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330 .. image:: images/my_details.png |
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331 :width: 667 |
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332 :height: 558 |
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333 :alt: A form allowing the user to change username, real name, email |
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334 address and it also shows activity done by the user. |
| 1228 | 335 |
| 336 Display, edit or entry of an item | |
| 337 --------------------------------- | |
| 338 | |
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339 Create a new issue with "create new" under the issue subheading. This |
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340 will take you to: |
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341 |
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342 .. image:: images/new_issue.png |
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343 :width: 648 |
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344 :height: 277 |
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345 :alt: A form for entering a new issue with title, priority, status |
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346 and other fields. All fields are empty. It also includes an |
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347 entry box for typing free form text to describe the issue. |
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348 |
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349 Editing an issue uses the same form, though now you'll see attached files |
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350 and messages, and the issue history at the bottom of the page: |
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351 |
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352 .. image:: images/edit_issue.png |
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353 :width: 650 |
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354 :height: 535 |
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355 :alt: A form for editing an issue with title, priority, status |
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356 and other fields filled in. It also includes an entry box for |
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357 typing free form text to describe the issue. |
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358 |
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359 The "Make a copy" link duplicate the current issue copying most of the |
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360 properties to a new issue. This is useful for splitting am issue into |
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361 sub-issues that can be assigned to different people. |
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362 |
| 1228 | 363 Searching Page |
| 364 -------------- | |
| 365 | |
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366 See `entering values in your tracker`_ for an explanation of what you |
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367 may type into the search form. |
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368 |
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369 |
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370 Saving queries |
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371 ~~~~~~~~~~~~~~ |
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372 |
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373 You may save queries in the tracker by giving the query a name. Each user |
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374 may only have one query with a given name - if a subsequent search is |
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375 performed with the same query name supplied, then it will edit the |
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376 existing query of the same name. |
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377 |
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378 Queries may be marked as "private". These queries are only visible to the |
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379 user that created them. If they're not marked "private" then all other |
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380 users may include the query in their list of "Your Queries". Marking it as |
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381 private at a later date does not affect users already using the query, nor |
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382 does deleting the query. |
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383 |
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384 If a user subsequently creates or edits a public query, a new personal |
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385 version of that query is made, with the same editing rules as described |
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386 above. |
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387 |
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388 |
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389 Under the covers |
| 1575 | 390 ~~~~~~~~~~~~~~~~ |
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391 |
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392 The searching page converts your selections into the following |
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393 arguments: |
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394 |
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395 ============ ============================================================= |
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396 Argument Description |
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397 ============ ============================================================= |
| 5827 | 398 @sort sort by prop name, optionally preceded with '-' to give |
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399 descending or nothing for ascending sorting. The sort |
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400 argument can have several props separated with comma. |
| 5827 | 401 @group group by prop name, optionally preceded with '-' or to sort |
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402 in descending or nothing for ascending order. The group |
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403 argument can have several props separated with comma. |
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404 @columns selects the columns that should be displayed. Default is |
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405 all. |
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406 @filter indicates which properties are being used in filtering. |
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407 Default is none. |
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408 propname selects the values the item properties given by propname must |
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409 have (very basic search/filter). |
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410 @search_text performs a full-text search (message bodies, issue titles, |
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411 etc) |
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412 ============ ============================================================= |
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413 |
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414 You may manually write URLS that contain these arguments, like so |
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415 (whitespace has been added for clarity):: |
| 1575 | 416 |
| 417 /issue?status=unread,in-progress,resolved& | |
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418 keyword=security,ui& |
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419 @group=priority,-status& |
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420 @sort=-activity& |
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421 @filters=status,keyword& |
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422 @columns=title,status,fixer |
| 1575 | 423 |
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424 Full text search using the xapian, whoosh and native indexers treats |
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425 the search query as a series of space separated words. Any word less |
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426 than 2 characters or more than 50 characters is discarded. Also a |
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427 stoplist is used to remove common words like "with", "and" |
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428 etc. Additional stoplist words can be added in the tracker's |
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429 config.ini file. Once filtering of the word list is done, each indexed |
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430 item (e.g. title, file or message content ...) is searched and if all |
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431 the terms are found in the item the item is returned. Then the items |
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432 are mapped to an issue and the list of matching issues is generated. |
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433 |
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434 Other searching backends such as native-fts can be used in which case |
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435 the filtering above is not used. The search query can support |
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436 structure such as quoted phrases, matching one term or another rather |
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437 than both (or search), prefixes etc. In this case you should look at |
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438 the `documentation for configuring the native-fts`_ backend to find |
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439 the supported format and features. |
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440 |
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441 .. _`documentation for configuring the native-fts`: admin_guide.html#configuring-native-fts-full-text-search |
| 1575 | 442 |
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443 Access Controls |
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444 --------------- |
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445 |
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446 User access is controlled through Permissions. These are are grouped |
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447 into Roles, and users have a comma-separated list of Roles assigned to |
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448 them. |
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449 |
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450 Permissions divide access controls up into answering questions like: |
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451 |
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452 - may the user edit issues ("Edit", "issue") |
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453 - is the user allowed to use the web interface ("Web Access") |
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454 - may the user edit other user's Roles through the web ("Web Roles") |
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455 |
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456 Any number of new Permissions and Roles may be created as described in |
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457 the customisation documentation. Examples of new access controls are: |
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458 |
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459 - only managers may sign off issues as complete |
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460 - don't give users who register through e-mail web access |
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461 - let some users edit the details of all users |
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462 |
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463 |
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464 E-Mail Gateway |
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465 ============== |
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466 |
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467 Roundup trackers may be used to facilitate e-mail conversations around |
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468 issues. The "nosy" list attached to each issue indicates the users who |
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469 should receive e-mail when messages are added to the issue. |
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470 |
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471 When e-mail comes into a tracker that identifies an issue in the subject |
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472 line, the content of the e-mail is attached to the issue. |
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473 |
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474 You may even create new issues from e-mail messages. |
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475 |
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476 E-mail sent to a tracker is examined for several pieces of information: |
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477 |
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478 1. `subject-line information`_ identifying the purpose of the e-mail |
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479 2. `sender identification`_ using the sender of the message |
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480 3. `e-mail message content`_ which is to be extracted |
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481 4. e-mail attachments which should be associated with the message |
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482 |
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483 |
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484 Subject-line information |
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485 ------------------------ |
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486 |
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487 The subject line of the incoming message is examined to find one of: |
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488 |
| 5827 | 489 1. a case insensitive ``help``, |
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490 2. a match for ``-- key <OneTimeKey>``, |
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491 3. the item that the message is responding to, |
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492 4. the type of item the message should create, or |
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493 5. we default the item class and try some trickiness. |
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494 |
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495 If the subject is ``help`` (case insensitive), the gateway responds |
| 5827 | 496 with an explanation of the interface. |
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497 |
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498 If a one-time key is found, we're processing an in-progress |
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499 registration confirmation. |
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500 |
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501 If the subject line contains a prefix in ``[square brackets]`` then |
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502 we're looking at case 3 or 4 above. Spaces are allowed inside the |
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503 brackets and after the class item name. So ``[issue2]`` and |
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504 ``[ issue 2 ]`` are treated the same where any white space is optional. |
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505 Any "re:" or "fwd:" prefixes are stripped off the subject line before |
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506 we start looking for real information. |
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507 |
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508 If an item designator (class name and id number, for example |
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509 ``issue123``) is found there, a new "msg" item is added to the |
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510 "messages" property for that item, and any new "file" items are added to |
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511 the "files" property for the item. |
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512 |
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513 If just an item class name is found there, we attempt to create a new |
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514 item of that class with its "messages" property initialized to contain |
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515 the new "msg" item and its "files" property initialized to contain any |
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516 new "file" items. |
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517 |
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518 The fifth case above - where no ``[information]`` is provided, the |
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519 tracker's ``MAIL_DEFAULT_CLASS`` configuration variable defines what |
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520 class of item the message relates to. We try to match the subject line |
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521 to an existing item of the default class, and if there's a match, the |
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522 message is related to that matched item. If not, then a new item of the |
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523 default class is created. |
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524 |
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525 |
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526 Setting Properties |
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527 ~~~~~~~~~~~~~~~~~~ |
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528 |
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529 The e-mail interface also provides a simple way to set properties on |
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530 items. At the end of the subject line, propname=value pairs can be |
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531 specified in square brackets, using the same conventions as for the |
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532 roundup set shell command. |
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533 |
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534 For example, |
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535 |
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536 - setting the priority of an issue:: |
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537 |
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538 Subject: Re: [issue2] the coffee machine is broken! [priority=urgent] |
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539 |
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540 - adding yourself to a nosy list:: |
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541 |
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542 Subject: Re: [ issue2 ] we're out of widgets [nosy=+richard] |
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543 |
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544 - setting the nosy list to just you and cliff:: |
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545 |
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546 Subject: Re: [issue 2] we're out of widgets [nosy=richard,cliff] |
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547 |
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548 - removing yourself from a nosy list and setting the priority:: |
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549 |
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550 Subject: Re: [ issue 2 ] we're out of widgets [nosy=-richard;priority=bug] |
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551 |
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552 In all cases, the message relates to issue 2. The ``Re:`` prefix is |
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553 stripped off. |
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554 |
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555 |
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556 Automatic Properties |
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557 ~~~~~~~~~~~~~~~~~~~~ |
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558 |
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559 **status of new issues** |
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560 When a new message is received that is not identified as being related |
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561 to an existing issue, it creates a new issue. The status of the new |
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562 issue is defaulted to "unread". |
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563 |
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564 **reopening of resolved issues** |
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565 When a message is is received for a resolved issue, the issue status is |
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566 automatically reset to "chatting" to indicate new information has been |
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567 received. |
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568 |
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569 |
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570 Sender identification |
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571 --------------------- |
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572 |
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573 If the sender of an e-mail is unknown to Roundup (looking up both user |
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574 primary e-mail addresses and their alternate addresses) then a new user |
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575 may be created, depending on tracker configuration (see the `Admin |
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576 Guide`_ section "Users and Security" for configuration details.) |
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577 |
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578 .. _`Admin Guide`: admin_guide.html |
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579 |
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580 The new user will have their username set to the "user" part of |
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581 "user@domain" in their e-mail address. Their password will be |
|
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582 completely randomised, and they'll have to visit the web interface to |
| 2409 | 583 have it changed. Some sites don't allow web access by users who register |
|
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584 via e-mail like this. |
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585 |
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586 |
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587 E-Mail Message Content |
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588 ---------------------- |
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589 |
|
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590 By default Roundup only associates plain text (MIME type |
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591 ``text/plain``) as messages for items. Any other parts of a message |
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592 are associated as downloadable files. If no plain text part is found, |
|
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593 the message is rejected. The tracker can be configured to enable |
|
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594 ``convert_htmltotext``. If this is enabled, an email with an HTML |
|
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595 message (MIME type ``text/html``) and no ``text/plain`` part will be |
|
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596 accepted. The first HTML part will be converted to text and used as |
|
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597 the message for the item. Subsequent parts will be treated as |
|
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598 attachments. |
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599 |
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600 To do this, incoming messages are examined for multiple parts: |
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601 |
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602 * In a multipart/mixed message or part, each subpart is extracted and |
|
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603 examined. The text/plain subparts are assembled to form the textual |
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604 body of the message, to be stored in the file associated with a "msg" |
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605 class item. Any parts of other types are each stored in separate files |
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606 and given "file" class items that are linked to the "msg" item. |
|
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607 * In a multipart/alternative message or part, we look for a text/plain |
|
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608 subpart and ignore the other parts. |
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609 |
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610 If the message is a response to a previous message, and contains quoted |
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611 sections, then these will be stripped out of the message if the |
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612 ``EMAIL_KEEP_QUOTED_TEXT`` configuration variable is set to ``'no'``. |
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613 |
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614 Message summary |
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615 ~~~~~~~~~~~~~~~ |
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616 |
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617 The "summary" property on message items is taken from the first |
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618 non-quoting section in the message body. The message body is divided |
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619 into sections by blank lines. Sections where the second and all |
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620 subsequent lines begin with a ">" or "|" character are considered |
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621 "quoting sections". The first line of the first non-quoting section |
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622 becomes the summary of the message. |
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623 |
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624 |
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625 Address handling |
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626 ---------------- |
|
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627 |
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628 All of the addresses in the ``To:`` and ``Cc:`` headers of the incoming |
|
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629 message are looked up among the tracker users, and the corresponding |
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630 users are placed in the "recipients" property on the new "msg" item. The |
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631 address in the ``From:`` header similarly determines the "author" |
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632 property of the new "msg" item. The default handling for addresses that |
|
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633 don't have corresponding users is to create new users with no passwords |
|
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634 and a username equal to the address. |
|
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|
635 |
|
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|
636 The addresses mentioned in the ``To:``, ``From:`` and ``Cc:`` headers of |
|
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637 the message may be added to the `nosy list`_ depending on: |
|
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|
638 |
|
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639 ``ADD_AUTHOR_TO_NOSY`` |
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640 Does the author of a message get placed on the nosy list automatically? |
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641 If 'new' is used, then the author will only be added when a message |
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642 creates a new issue. If 'yes', then the author will be added on |
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643 followups too. If 'no', they're never added to the nosy. |
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644 |
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645 ``ADD_RECIPIENTS_TO_NOSY`` |
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646 Do the recipients (To:, Cc:) of a message get placed on the nosy list? |
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647 If 'new' is used, then the recipients will only be added when a message |
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648 creates a new issue. If 'yes', then the recipients will be added on |
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649 followups too. If 'no', they're never added to the nosy. |
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650 |
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651 Some organisations might prefer to have someone moderate emails before |
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652 they are delivered into Roundup. Those might want to set the |
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653 configuration option ``EMAIL_KEEP_REAL_FROM`` to ``'yes'`` to avoid |
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654 having the moderators address appearing as the creator of issues. |
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655 |
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656 Nosy List |
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657 ~~~~~~~~~ |
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658 |
| 1228 | 659 Roundup watches for additions to the "messages" property of items. |
| 660 | |
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661 When a new message is added, it is sent to all the users on the "nosy" |
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662 list for the item that are not already on the "recipients" list of the |
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663 message. Those users are then appended to the "recipients" property on |
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664 the message, so multiple copies of a message are never sent to the same |
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665 user. The journal recorded by the hyperdatabase on the "recipients" |
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666 property then provides a log of when the message was sent to whom. |
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667 |
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668 If the author of the message is also in the nosy list for the item that |
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669 the message is attached to, then the config var ``MESSAGES_TO_AUTHOR`` |
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670 is queried to determine if they get a nosy list copy of the message too. |
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671 |