Mercurial > p > roundup > code
annotate doc/reference.txt @ 7374:72de757edf78
issue2551220 - In installation.txt clarify source directory.
Added links to how to download source and added that testing only
works from source install.
| author | John Rouillard <rouilj@ieee.org> |
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| date | Sat, 20 May 2023 12:19:54 -0400 |
| parents | a210f4437b49 |
| children | 9bd7ed918121 |
| rev | line source |
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1 .. meta:: |
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2 :description: |
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3 Reference for the internals of Roundup. Includes background |
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4 information for cookbook and how-to examples. |
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5 Reference for the design and internals needed to understand |
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6 and extend the examples to meet new needs. |
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7 |
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8 :tocdepth: 2 |
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9 |
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10 ================= |
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11 Roundup Reference |
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12 ================= |
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13 |
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14 .. admonition:: Welcome |
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15 |
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16 This document used to be part of the `customization document`_. The |
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17 customization document was getting large and unwieldy. It was a |
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18 combination of examples and internal information that made finding |
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19 information difficult. We often had questions on the mailing list that |
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20 were well answered in the customization document, but finding the info |
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21 was difficult. |
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22 |
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23 The documentation is slowly being reorganized using the `Diataxis |
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24 framework`_. Help with the reorganization is welcome. |
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25 |
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26 This is the document you should look at for background on a tutorial |
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27 or how-to guide in the customization document. |
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28 |
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29 .. _customization document: customizing.html |
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30 .. _diataxis framework: https://diataxis.fr/ |
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31 |
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32 .. This document borrows from the ZopeBook section on ZPT. The original is at: |
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33 http://www.zope.org/Documentation/Books/ZopeBook/current/ZPT.stx |
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34 |
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35 .. contents:: |
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36 :depth: 2 |
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37 :local: |
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38 |
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39 Trackers in a Nutshell |
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40 ====================== |
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41 |
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42 Trackers have the following structure: |
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43 |
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44 .. index:: |
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45 single: tracker; structure db directory |
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46 single: tracker; structure detectors directory |
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47 single: tracker; structure extensions directory |
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48 single: tracker; structure html directory |
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49 single: tracker; structure html directory |
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50 single: tracker; structure lib directory |
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51 |
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52 =================== ======================================================== |
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53 Tracker File Description |
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54 =================== ======================================================== |
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55 config.ini Holds the basic `tracker configuration`_ |
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56 schema.py Holds the `tracker schema`_ |
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57 initial_data.py Holds any data to be entered into the database when the |
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58 tracker is initialised (optional) |
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59 interfaces.py Allows `modifying the core of Roundup`_ (optional) |
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60 db/ Holds the tracker's database |
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61 db/files/ Holds the tracker's upload files and messages |
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62 db/backend_name Names the database back-end for the tracker (obsolete). |
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63 Use the ``backend`` setting in the ``[rdbms]`` |
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64 section of ``config.ini`` instead. |
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65 detectors/ `Auditors and reactors`_ for this tracker |
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66 extensions/ Additional `actions`_ and `templating utilities`_ |
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67 html/ Web interface templates, images and style sheets |
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68 lib/ optional common imports for detectors and extensions |
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69 =================== ======================================================== |
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70 |
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71 |
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72 .. index:: config.ini |
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73 .. index:: configuration; see config.ini |
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74 |
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75 Tracker Configuration |
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76 ===================== |
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77 |
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78 The ``config.ini`` located in your tracker home contains the basic |
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79 configuration for the web and e-mail components of Roundup's interfaces. |
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80 |
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81 Changes to the data captured by your tracker is controlled by the `tracker |
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82 schema`_. Some configuration is also performed using permissions - see the |
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83 `security / access controls`_ section. For example, to allow users to |
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84 automatically register through the email interface, you must grant the |
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85 "Anonymous" Role the "Email Access" Permission. |
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86 |
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87 .. index:: |
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88 single: config.ini; sections |
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89 see: configuration; config.ini |
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90 |
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91 The following is taken from the `Python Library Reference`__ (July 18, 2018) |
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92 section "ConfigParser -- Configuration file parser": |
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93 |
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94 The configuration file consists of sections, led by a [section] header |
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95 and followed by name: value entries, with continuations in the style |
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96 of RFC 822 (see section 3.1.1, “LONG HEADER FIELDS”); name=value is |
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97 also accepted. Note that leading whitespace is removed from |
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98 values. The optional values can contain format strings which refer to |
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99 other values in the same section, or values in a special DEFAULT |
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100 section. Additional defaults can be provided on initialization and |
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101 retrieval. Lines beginning with '#' or ';' are ignored and may be |
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102 used to provide comments. |
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103 |
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104 For example:: |
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105 |
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106 [My Section] |
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107 foodir = %(dir)s/whatever |
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108 dir = frob |
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109 |
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110 would resolve the "%(dir)s" to the value of "dir" ("frob" in this case) |
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111 resulting in "foodir" being "frob/whatever". |
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112 |
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113 __ https://docs.python.org/2/library/configparser.html |
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114 |
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115 Example configuration settings are below. This is a partial |
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116 list. Documentation on all the settings is included in the |
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117 ``config.ini`` file. |
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118 |
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119 .. .comment out. file generation needs more work include:: tracker_config.txt |
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120 |
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121 .. index:: config.ini; sections main |
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122 |
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123 Section **main** |
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124 database -- ``db`` |
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125 Database directory path. The path may be either absolute or relative |
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126 to the directory containig this config file. |
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127 |
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128 templates -- ``html`` |
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129 Path to the HTML templates directory. The path may be either absolute |
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130 or relative to the directory containing this config file. |
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131 |
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132 static_files -- default *blank* |
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133 A list of space separated directory paths (or a single directory). |
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134 These directories hold additional static files available via Web UI. |
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135 These directories may contain sitewide images, CSS stylesheets etc. If |
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136 a '-' is included, the list processing ends and the TEMPLATES |
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137 directory is not searched after the specified directories. If this |
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138 option is not set, all static files are taken from the TEMPLATES |
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139 directory. |
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140 |
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141 admin_email -- ``roundup-admin`` |
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142 Email address that roundup will complain to if it runs into trouble. If |
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143 the email address doesn't contain an ``@`` part, the MAIL_DOMAIN defined |
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144 below is used. |
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145 |
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146 dispatcher_email -- ``roundup-admin`` |
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147 The 'dispatcher' is a role that can get notified of new items to the |
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148 database. It is used by the ERROR_MESSAGES_TO config setting. If the |
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149 email address doesn't contain an ``@`` part, the MAIL_DOMAIN defined |
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150 below is used. |
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151 |
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152 email_from_tag -- default *blank* |
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153 Additional text to include in the "name" part of the From: address used |
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154 in nosy messages. If the sending user is "Foo Bar", the From: line |
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155 is usually: ``"Foo Bar" <issue_tracker@tracker.example>`` |
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156 the EMAIL_FROM_TAG goes inside the "Foo Bar" quotes like so: |
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157 ``"Foo Bar EMAIL_FROM_TAG" <issue_tracker@tracker.example>`` |
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158 |
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159 new_web_user_roles -- ``User`` |
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160 Roles that a user gets when they register with Web User Interface. |
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161 This is a comma-separated list of role names (e.g. ``Admin,User``). |
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162 |
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163 new_email_user_roles -- ``User`` |
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164 Roles that a user gets when they register with Email Gateway. |
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165 This is a comma-separated string of role names (e.g. ``Admin,User``). |
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166 |
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167 error_messages_to -- ``user`` |
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168 Send error message emails to the ``dispatcher``, ``user``, or ``both``? |
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169 The dispatcher is configured using the DISPATCHER_EMAIL setting. |
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170 Allowed values: ``dispatcher``, ``user``, or ``both`` |
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171 |
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172 html_version -- ``html4`` |
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173 HTML version to generate. The templates are ``html4`` by default. |
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174 If you wish to make them xhtml, then you'll need to change this |
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175 var to ``xhtml`` too so all auto-generated HTML is compliant. |
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176 Allowed values: ``html4``, ``xhtml`` |
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177 |
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178 timezone -- ``0`` |
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179 Numeric timezone offset used when users do not choose their own |
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180 in their settings. |
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181 |
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182 instant_registration -- ``yes`` |
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183 Register new users instantly, or require confirmation via |
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184 email? |
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185 Allowed values: ``yes``, ``no`` |
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186 |
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187 email_registration_confirmation -- ``yes`` |
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188 Offer registration confirmation by email or only through the web? |
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189 Allowed values: ``yes``, ``no`` |
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190 |
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191 indexer_stopwords -- default *blank* |
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192 Additional stop-words for the full-text indexer specific to |
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193 your tracker. See the indexer source for the default list of |
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194 stop-words (e.g. ``A,AND,ARE,AS,AT,BE,BUT,BY, ...``). |
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195 |
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196 umask -- ``02`` |
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197 Defines the file creation mode mask. |
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198 |
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199 csv_field_size -- ``131072`` |
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200 Maximum size of a csv-field during import. Roundup's export |
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201 format is a csv (comma separated values) variant. The csv |
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202 reader has a limit on the size of individual fields |
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203 starting with python 2.5. Set this to a higher value if you |
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204 get the error 'Error: field larger than field limit' during |
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205 import. |
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206 |
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207 .. index:: config.ini; sections tracker |
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208 |
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209 Section **tracker** |
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210 name -- ``Roundup issue tracker`` |
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211 A descriptive name for your Roundup instance. |
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212 |
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213 web -- ``http://host.example/demo/`` |
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214 The web address that the tracker is viewable at. |
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215 This will be included in information sent to users of the tracker. |
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216 The URL MUST include the cgi-bin part or anything else |
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217 that is required to get to the home page of the tracker. |
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218 You MUST include a trailing '/' in the URL. |
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219 |
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220 email -- ``issue_tracker`` |
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221 Email address that mail to Roundup should go to. |
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222 |
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223 language -- default *blank* |
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224 Default locale name for this tracker. If this option is not set, the |
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225 language is determined by the environment variable LANGUAGE, LC_ALL, |
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226 LC_MESSAGES, or LANG, in that order of preference. |
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227 |
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228 .. index:: config.ini; sections web |
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229 |
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230 Section **web** |
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231 allow_html_file -- ``no`` |
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232 Setting this option enables Roundup to serve uploaded HTML |
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233 file content *as HTML*. This is a potential security risk |
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234 and is therefore disabled by default. Set to 'yes' if you |
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235 trust *all* users uploading content to your tracker. |
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236 |
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237 http_auth -- ``yes`` |
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238 Whether to use HTTP Basic Authentication, if present. |
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239 Roundup will use either the REMOTE_USER or HTTP_AUTHORIZATION |
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240 variables supplied by your web server (in that order). |
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241 Set this option to 'no' if you do not wish to use HTTP Basic |
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242 Authentication in your web interface. |
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243 |
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244 use_browser_language -- ``yes`` |
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245 Whether to use HTTP Accept-Language, if present. |
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246 Browsers send a language-region preference list. |
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247 It's usually set in the client's browser or in their |
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248 Operating System. |
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249 Set this option to 'no' if you want to ignore it. |
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250 |
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251 debug -- ``no`` |
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252 Setting this option makes Roundup display error tracebacks |
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253 in the user's browser rather than emailing them to the |
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254 tracker admin."), |
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255 |
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256 .. index:: config.ini; sections rdbms |
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257 single: config.ini; database settings |
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258 |
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259 Section **rdbms** |
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260 Settings in this section are used to set the backend and configure |
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261 addition settings needed by RDBMs like SQLite, Postgresql and |
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262 MySQL backends. |
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263 |
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264 .. index:: |
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265 single: postgres; select backend in config.ini |
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266 single: mysql; select backend in config.ini |
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267 single: sqlite; select backend in config.ini |
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268 single: anydbm; select backend in config.ini |
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269 see: database; postgres |
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270 see: database; mysql |
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271 see: database; sqlite |
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272 see: database; anydbm |
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273 |
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274 backend -- set to value by init |
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275 The database backend such as anydbm, sqlite, mysql or postgres. |
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276 |
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277 name -- ``roundup`` |
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278 Name of the database to use. |
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279 |
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280 host -- ``localhost`` |
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281 Database server host. |
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282 |
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283 port -- default *blank* |
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284 TCP port number of the database server. Postgresql usually resides on |
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285 port 5432 (if any), for MySQL default port number is 3306. Leave this |
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286 option empty to use backend default. |
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287 |
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288 user -- ``roundup`` |
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289 Database user name that Roundup should use. |
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290 |
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291 password -- ``roundup`` |
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292 Database user password. |
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293 |
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294 read_default_file -- ``~/.my.cnf`` |
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295 Name of the MySQL defaults file. Only used in MySQL connections. |
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296 |
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297 read_default_group -- ``roundup`` |
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298 Name of the group to use in the MySQL defaults file. Only used in |
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299 MySQL connections. |
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300 |
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301 .. index:: |
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302 single: sqlite; lock timeout |
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303 |
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304 sqlite_timeout -- ``30`` |
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305 Number of seconds to wait when the SQLite database is locked. |
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306 Used only for SQLite. |
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307 |
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308 cache_size -- `100` |
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309 Size of the node cache (in elements) used to keep most recently used |
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310 data in memory. |
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311 |
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312 .. index:: config.ini; sections logging |
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313 see: logging; config.ini, sections logging |
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314 |
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315 Section **logging** |
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316 config -- default *blank* |
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317 Path to configuration file for standard Python logging module. If this |
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318 option is set, logging configuration is loaded from specified file; |
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319 options 'filename' and 'level' in this section are ignored. The path may |
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320 be either absolute or relative to the directory containig this config file. |
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321 |
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322 filename -- default *blank* |
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323 Log file name for minimal logging facility built into Roundup. If no file |
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324 name specified, log messages are written on stderr. If above 'config' |
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325 option is set, this option has no effect. The path may be either absolute |
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326 or relative to the directory containig this config file. |
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327 |
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328 level -- ``ERROR`` |
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329 Minimal severity level of messages written to log file. If above 'config' |
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330 option is set, this option has no effect. |
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331 Allowed values: ``DEBUG``, ``INFO``, ``WARNING``, ``ERROR`` |
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332 |
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333 .. index:: config.ini; sections mail |
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334 |
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335 Section **mail** |
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336 Outgoing email options. Used for nosy messages, password reset and |
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337 registration approval requests. |
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338 |
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339 domain -- ``localhost`` |
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340 Domain name used for email addresses. |
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341 |
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342 host -- default *blank* |
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343 SMTP mail host that Roundup will use to send mail |
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344 |
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345 username -- default *blank* |
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346 SMTP login name. Set this if your mail host requires authenticated access. |
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347 If username is not empty, password (below) MUST be set! |
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348 |
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349 password -- default *blank* |
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350 SMTP login password. |
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351 Set this if your mail host requires authenticated access. |
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352 |
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353 port -- default *25* |
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354 SMTP port on mail host. |
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355 Set this if your mail host runs on a different port. |
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356 |
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357 local_hostname -- default *blank* |
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358 The fully qualified domain name (FQDN) to use during SMTP sessions. If left |
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359 blank, the underlying SMTP library will attempt to detect your FQDN. If your |
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360 mail host requires something specific, specify the FQDN to use. |
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361 |
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362 tls -- ``no`` |
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363 If your SMTP mail host provides or requires TLS (Transport Layer Security) |
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364 then you may set this option to 'yes'. |
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365 Allowed values: ``yes``, ``no`` |
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366 |
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367 tls_keyfile -- default *blank* |
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368 If TLS is used, you may set this option to the name of a PEM formatted |
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369 file that contains your private key. The path may be either absolute or |
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370 relative to the directory containig this config file. |
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371 |
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372 tls_certfile -- default *blank* |
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373 If TLS is used, you may set this option to the name of a PEM formatted |
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374 certificate chain file. The path may be either absolute or relative |
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375 to the directory containig this config file. |
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376 |
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377 charset -- utf-8 |
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378 Character set to encode email headers with. We use utf-8 by default, as |
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379 it's the most flexible. Some mail readers (eg. Eudora) can't cope with |
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380 that, so you might need to specify a more limited character set |
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381 (eg. iso-8859-1). |
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382 |
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383 debug -- default *blank* |
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384 Setting this option makes Roundup to write all outgoing email messages |
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385 to this file *instead* of sending them. This option has the same effect |
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386 as environment variable SENDMAILDEBUG. Environment variable takes |
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387 precedence. The path may be either absolute or relative to the directory |
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388 containig this config file. |
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389 |
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390 add_authorinfo -- ``yes`` |
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391 Add a line with author information at top of all messages send by |
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392 Roundup. |
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393 |
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394 add_authoremail -- ``yes`` |
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395 Add the mail address of the author to the author information at the |
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396 top of all messages. If this is false but add_authorinfo is true, |
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397 only the name of the actor is added which protects the mail address |
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398 of the actor from being exposed at mail archives, etc. |
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399 |
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400 .. index:: config.ini; sections mailgw |
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401 single: mailgw; config |
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402 see: mail gateway; mailgw |
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403 |
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404 Section **mailgw** |
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405 Roundup Mail Gateway options |
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406 |
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407 keep_quoted_text -- ``yes`` |
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408 Keep email citations when accepting messages. Setting this to ``no`` strips |
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409 out "quoted" text from the message. Signatures are also stripped. |
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410 Allowed values: ``yes``, ``no`` |
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411 |
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412 leave_body_unchanged -- ``no`` |
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413 Preserve the email body as is - that is, keep the citations *and* |
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414 signatures. |
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415 Allowed values: ``yes``, ``no`` |
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416 |
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417 default_class -- ``issue`` |
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418 Default class to use in the mailgw if one isn't supplied in email subjects. |
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419 To disable, leave the value blank. |
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420 |
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421 language -- default *blank* |
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422 Default locale name for the tracker mail gateway. If this option is |
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423 not set, mail gateway will use the language of the tracker instance. |
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424 |
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425 subject_prefix_parsing -- ``strict`` |
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426 Controls the parsing of the [prefix] on subject lines in incoming emails. |
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427 ``strict`` will return an error to the sender if the [prefix] is not |
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428 recognised. ``loose`` will attempt to parse the [prefix] but just |
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429 pass it through as part of the issue title if not recognised. ``none`` |
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430 will always pass any [prefix] through as part of the issue title. |
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431 |
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432 subject_suffix_parsing -- ``strict`` |
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433 Controls the parsing of the [suffix] on subject lines in incoming emails. |
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434 ``strict`` will return an error to the sender if the [suffix] is not |
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435 recognised. ``loose`` will attempt to parse the [suffix] but just |
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436 pass it through as part of the issue title if not recognised. ``none`` |
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437 will always pass any [suffix] through as part of the issue title. |
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438 |
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439 subject_suffix_delimiters -- ``[]`` |
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440 Defines the brackets used for delimiting the commands suffix in a subject |
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441 line. |
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442 |
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443 subject_content_match -- ``always`` |
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444 Controls matching of the incoming email subject line against issue titles |
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445 in the case where there is no designator [prefix]. ``never`` turns off |
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446 matching. ``creation + interval`` or ``activity + interval`` will match |
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447 an issue for the interval after the issue's creation or last activity. |
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448 The interval is a standard Roundup interval. |
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449 |
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450 subject_updates_title -- ``yes`` |
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451 Update issue title if incoming subject of email is different. |
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452 Setting this to ``no`` will ignore the title part of |
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453 the subject of incoming email messages. |
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454 |
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455 refwd_re -- ``(\s*\W?\s*(fw|fwd|re|aw|sv|ang)\W)+`` |
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456 Regular expression matching a single reply or forward prefix |
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457 prepended by the mailer. This is explicitly stripped from the |
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458 subject during parsing. Value is Python Regular Expression |
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459 (UTF8-encoded). |
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460 |
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461 origmsg_re -- `` ^[>|\s]*-----\s?Original Message\s?-----$`` |
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462 Regular expression matching start of an original message if quoted |
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463 in the body. Value is Python Regular Expression (UTF8-encoded). |
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464 |
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465 sign_re -- ``^[>|\s]*-- ?$`` |
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466 Regular expression matching the start of a signature in the message |
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467 body. Value is Python Regular Expression (UTF8-encoded). |
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468 |
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469 eol_re -- ``[\r\n]+`` |
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470 Regular expression matching end of line. Value is Python Regular |
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471 Expression (UTF8-encoded). |
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472 |
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473 blankline_re -- ``[\r\n]+\s*[\r\n]+`` |
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474 Regular expression matching a blank line. Value is Python Regular |
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475 Expression (UTF8-encoded). |
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476 |
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477 ignore_alternatives -- ``no`` |
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478 When parsing incoming mails, Roundup uses the first |
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479 text/plain part it finds. If this part is inside a |
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480 multipart/alternative, and this option is set, all other |
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481 parts of the multipart/alternative are ignored. The default |
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482 is to keep all parts and attach them to the issue. |
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483 |
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484 .. index:: config.ini; sections php |
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485 |
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486 Section **pgp** |
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487 OpenPGP mail processing options |
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488 |
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489 enable -- ``no`` |
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490 Enable PGP processing. Requires gpg. |
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491 |
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492 roles -- default *blank* |
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493 If specified, a comma-separated list of roles to perform PGP |
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494 processing on. If not specified, it happens for all users. |
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495 |
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496 homedir -- default *blank* |
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497 Location of PGP directory. Defaults to $HOME/.gnupg if not |
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498 specified. |
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499 |
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500 |
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501 .. index:: config.ini; sections nosy |
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502 |
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503 Section **nosy** |
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504 Nosy messages sending |
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505 |
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506 messages_to_author -- ``no`` |
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507 Send nosy messages to the author of the message. |
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508 If ``yes`` is used, then messages are sent to the author |
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509 even if not on the nosy list, same for ``new`` (but only for new messages). |
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510 When set to ``nosy``, the nosy list controls sending messages to the author. |
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511 Allowed values: ``yes``, ``no``, ``new``, ``nosy`` |
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512 |
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513 signature_position -- ``bottom`` |
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514 Where to place the email signature. |
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515 Allowed values: ``top``, ``bottom``, ``none`` |
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516 |
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517 add_author -- ``new`` |
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518 Does the author of a message get placed on the nosy list automatically? |
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519 If ``new`` is used, then the author will only be added when a message |
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520 creates a new issue. If ``yes``, then the author will be added on |
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521 followups too. If ``no``, they're never added to the nosy. |
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522 Allowed values: ``yes``, ``no``, ``new`` |
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523 |
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524 add_recipients -- ``new`` |
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525 Do the recipients (``To:``, ``Cc:``) of a message get placed on the nosy |
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526 list? If ``new`` is used, then the recipients will only be added when a |
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527 message creates a new issue. If ``yes``, then the recipients will be added |
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528 on followups too. If ``no``, they're never added to the nosy. |
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529 Allowed values: ``yes``, ``no``, ``new`` |
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530 |
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531 email_sending -- ``single`` |
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532 Controls the email sending from the nosy reactor. If ``multiple`` then |
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533 a separate email is sent to each recipient. If ``single`` then a single |
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534 email is sent with each recipient as a CC address. |
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535 |
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536 max_attachment_size -- ``2147483647`` |
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537 Attachments larger than the given number of bytes won't be attached |
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538 to nosy mails. They will be replaced by a link to the tracker's |
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539 download page for the file. |
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540 |
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541 |
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542 .. index:: single: roundup-admin; config.ini update |
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543 single: roundup-admin; config.ini create |
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544 single: config.ini; create |
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545 single: config.ini; update |
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546 |
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547 You may generate a new default config file using the ``roundup-admin |
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548 genconfig`` command. You can generate a new config file merging in |
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549 existing settings using the ``roundup-admin updateconfig`` command. |
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550 |
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551 Configuration variables may be referred to in lower or upper case. In code, |
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552 variables not in the "main" section are referred to using their section and |
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553 name, so "domain" in the section "mail" becomes MAIL_DOMAIN. |
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554 |
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555 .. index:: pair: configuration; extensions |
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556 pair: configuration; detectors |
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557 |
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558 Extending the configuration file |
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559 -------------------------------- |
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560 |
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561 You can't add new variables to the config.ini file in the tracker home but |
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562 you can add two new config.ini files: |
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563 |
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564 - a config.ini in the ``extensions`` directory will be loaded and attached |
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565 to the config variable as "ext". |
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566 - a config.ini in the ``detectors`` directory will be loaded and attached |
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567 to the config variable as "detectors". |
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568 |
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569 For example, the following in ``detectors/config.ini``:: |
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570 |
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571 [main] |
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572 qa_recipients = email@example.com |
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573 |
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574 is accessible as:: |
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575 |
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576 db.config.detectors['QA_RECIPIENTS'] |
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577 |
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578 Note that the name grouping applied to the main configuration file is |
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579 applied to the extension config files, so if you instead have:: |
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580 |
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581 [qa] |
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582 recipients = email@example.com |
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583 |
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584 then the above ``db.config.detectors['QA_RECIPIENTS']`` will still work. |
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585 |
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586 Unlike values in the tracker's main ``config.ini``, the values defined |
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587 in these config files are not validated. For example: a setting that |
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588 is supposed to be an integer value (e.g. 4) could be the word |
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589 "foo". If you are writing Python code that uses these settings, you |
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590 should expect to handle invalid values. |
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591 |
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592 Also, incorrect values aren't discovered until the config setting is |
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593 used. This can be long after the tracker is started and the error may |
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594 not be seen in the logs. |
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595 |
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596 It is possible to validate these settings. Validation involves calling |
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597 the ``update_options`` method on the configuration option. This can be |
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598 done from the ``init()`` function in the Python files implementing |
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599 extensions_ or detectors_. |
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600 |
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601 As an example, adding the following to an extension:: |
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602 |
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603 from roundup.configuration import SecretMandatoryOption |
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604 |
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605 def init(instance): |
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606 instance.config.ext.update_option('RECAPTCHA_SECRET', |
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607 SecretMandatoryOption,description="Secret securing reCaptcha.") |
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608 |
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609 similarly for a detector:: |
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610 |
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611 from roundup.configuration import MailAddressOption |
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612 |
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613 def init(db): |
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614 try: |
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615 db.config.detectors.update_option('QA_RECIPIENTS', |
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616 MailAddressOption, |
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617 description="Email used for QA comment followup.") |
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618 except KeyError: |
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619 # COMMENT_EMAIL setting is not found, but it's optional |
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620 # so continue |
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621 pass |
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622 |
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623 will allow reading the secret from a file or append the tracker domain |
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624 to an email address if it does not have a domain. |
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625 |
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626 Running ``roundup-admin -i tracker_home display user1`` will validate |
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627 the settings for both config.ini`s. Otherwise detector options are not |
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628 validated until the first request to the web interface (or email |
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629 gateway). |
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630 |
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631 There are 4 arguments for ``update_option``: |
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632 |
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633 1. config setting name - string (positional, mandatory) |
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634 2. option type - Option derived class from configuration.py |
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635 (positional, mandatory) |
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636 3. default value - string (optional, named default) |
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637 4. description - string (optional, named description) |
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638 |
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639 The first argument is the config setting name as described at the |
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640 beginning of this section. |
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641 |
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642 The second argument is a class in the roundup.configuration module. |
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643 There are a number of these classes: BooleanOption, |
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644 IntegerNumberOption, RegExpOption.... Please see the configuration |
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645 module for all Option validators and their descriptions. You can also |
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646 define your own custom validator in `interfaces.py`_. |
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647 |
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648 The third and fourth arguments are strings and are optional. They are |
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649 printed if there is an error and may help the user correct the problem. |
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650 |
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651 .. index:: ! schema |
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652 |
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653 Tracker Schema |
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654 ============== |
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655 |
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656 .. note:: |
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657 if you modify the schema, you'll most likely need to edit the |
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658 `web interface`_ HTML template files and `detectors`_ to reflect |
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659 your changes. |
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660 |
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661 A tracker schema defines what data is stored in the tracker's database. |
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662 Schemas are defined using Python code in the ``schema.py`` module of your |
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663 tracker. |
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664 |
| 7359 | 665 What you can/can't do to the schema |
| 666 ----------------------------------- | |
| 667 | |
| 668 Your schema may be changed at any time before or after the tracker has been | |
| 669 initialised (or used). You may: | |
| 670 | |
| 671 **Add new properties to classes, or add whole new classes** | |
| 672 This is painless and easy to do - there are generally no repercussions | |
| 673 from adding new information to a tracker's schema. | |
| 674 | |
| 675 **Remove properties** | |
| 676 Removing properties is a little more tricky - you need to make sure that | |
| 677 the property is no longer used in the `web interface`_ *or* by the | |
| 678 detectors_. | |
| 679 | |
| 680 You must never: | |
| 681 | |
| 682 **Remove the user class** | |
| 683 This class is the only *required* class in Roundup. | |
| 684 | |
| 685 **Remove the "username", "address", "password" or "realname" user properties** | |
| 686 Various parts of Roundup require these properties. Don't remove them. | |
| 687 | |
| 688 **Change the type of a property** | |
| 689 Property types must *never* [1]_ be changed - the database simply | |
| 690 doesn't take this kind of action into account. Note that you can't | |
| 691 just remove a property and re-add it as a new type either. If you | |
| 692 wanted to make the assignedto property a Multilink, you'd need to | |
| 693 create a new property assignedto_list and remove the old assignedto | |
| 694 property. | |
| 695 | |
| 696 .. [1] If you shut down the tracker, `export the database`_, modify the | |
| 697 exported csv property data to be compatible with the new type, | |
| 698 change the property type in the schema, and finally import the | |
| 699 changed exported data, you can change the property type. It is | |
| 700 not trivial nor for the faint of heart. But it can be done. | |
| 701 | |
| 702 .. _export the database: admin_guide.html#using-roundup-admin | |
| 703 | |
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704 The ``schema.py`` and ``initial_data.py`` modules |
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705 ------------------------------------------------- |
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706 |
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707 The schema.py module is used to define what your tracker looks like |
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708 on the inside, the schema of the tracker. It defines the Classes |
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709 and properties on each class. It also defines the security for |
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710 those Classes. The next few sections describe how schemas work |
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711 and what you can do with them. |
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712 |
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713 The initial_data.py module sets up the initial state of your |
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714 tracker. It’s called exactly once - by the ``roundup-admin initialise`` |
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715 command. See the start of the section on `database content`_ for more |
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716 info about how this works. |
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717 |
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718 .. index:: schema; classic - description of |
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719 |
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720 The "classic" schema |
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721 -------------------- |
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722 |
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723 The "classic" schema looks like this (see section `setkey(property)`_ |
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724 below for the meaning of ``'setkey'`` -- you may also want to look into |
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725 the sections `setlabelprop(property)`_ and `setorderprop(property)`_ for |
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726 specifying (default) labelling and ordering of classes.):: |
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727 |
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728 pri = Class(db, "priority", name=String(), order=String()) |
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729 pri.setkey("name") |
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730 |
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731 stat = Class(db, "status", name=String(), order=String()) |
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732 stat.setkey("name") |
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733 |
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734 keyword = Class(db, "keyword", name=String()) |
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735 keyword.setkey("name") |
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736 |
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737 user = Class(db, "user", username=String(), organisation=String(), |
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738 password=String(), address=String(), realname=String(), |
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739 phone=String(), alternate_addresses=String(), |
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740 queries=Multilink('query'), roles=String(), timezone=String()) |
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741 user.setkey("username") |
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742 |
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743 msg = FileClass(db, "msg", author=Link("user"), summary=String(), |
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744 date=Date(), recipients=Multilink("user"), |
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745 files=Multilink("file"), messageid=String(), inreplyto=String()) |
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746 |
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747 file = FileClass(db, "file", name=String()) |
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748 |
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749 issue = IssueClass(db, "issue", keyword=Multilink("keyword"), |
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750 status=Link("status"), assignedto=Link("user"), |
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751 priority=Link("priority")) |
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752 issue.setkey('title') |
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753 |
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754 .. index:: schema; allowed changes |
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755 |
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756 Classes and Properties - creating a new information store |
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757 --------------------------------------------------------- |
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758 |
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759 In the tracker above, we've defined 7 classes of information: |
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760 |
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761 priority |
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762 Defines the possible levels of urgency for issues. |
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763 |
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764 status |
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765 Defines the possible states of processing the issue may be in. |
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766 |
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767 keyword |
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768 Initially empty, will hold keywords useful for searching issues. |
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769 |
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770 user |
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771 Initially holding the "admin" user, will eventually have an entry |
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772 for all users using Roundup. |
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773 |
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774 msg |
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775 Initially empty, will hold all e-mail messages sent to or |
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776 generated by Roundup. |
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777 |
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778 file |
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779 Initially empty, will hold all files attached to issues. |
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780 |
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781 issue |
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782 Initially empty, this is where the issue information is stored. |
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783 |
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784 We define the "priority" and "status" classes to allow two things: |
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785 |
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786 1. reduction in the amount of information stored on the issue |
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787 2. more powerful, accurate searching of issues by priority and status |
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788 |
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789 By only requiring a link on the issue (which is stored as a single |
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790 number) we reduce the chance that someone mis-types a priority or |
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791 status - or simply makes a new one up. |
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792 |
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793 Class names are used to access items of that class in the `REST api`_ |
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794 interface. The classic tracker was created before the REST interface |
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795 was added. It uses the single form (i.e. issue and user not issues and |
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796 users) for its classes. Most REST documentation suggests using plural |
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797 forms. However, to make your API consistent, use singular forms for |
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798 classes that you add. |
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799 |
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800 Class and Items |
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801 ~~~~~~~~~~~~~~~ |
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802 |
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803 A Class defines a particular class (or type) of data that will be stored |
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804 in the database. A class comprises one or more properties, which gives |
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805 the information about the class items. |
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806 |
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807 The actual data entered into the database, using ``class.create()``, are |
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808 called items. They have a special immutable property called ``'id'``. We |
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809 sometimes refer to this as the *itemid*. |
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810 |
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811 |
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812 .. index:: schema; property types |
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813 |
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814 Properties |
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815 ~~~~~~~~~~ |
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816 |
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817 A Class is comprised of one or more properties of the following types: |
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818 |
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819 String |
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820 properties are for storing arbitrary-length strings. |
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821 Password |
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822 properties are for storing encoded arbitrary-length strings. |
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823 The default encoding is defined on the ``roundup.password.Password`` |
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824 class. |
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825 Date |
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826 properties store date-and-time stamps. Their values are Timestamp |
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827 objects. |
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828 Interval |
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829 properties store time periods rather than absolute dates. For |
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830 example 2 hours. |
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831 Integer |
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832 properties store integer values. (Number can store real/float values.) |
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833 Number |
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834 properties store numeric values. There is an option to use |
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835 double-precision floating point numbers. |
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836 Boolean |
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837 properties store on/off, yes/no, true/false values. |
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838 Link |
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839 properties refers to a single other item selected from a |
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840 specified class. The class is part of the property; the value is an |
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841 integer, the id of the chosen item. |
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842 Multilink |
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843 properties refer to possibly many items in a specified |
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844 class. The value is a list of integers. |
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845 |
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846 Properties can have additional attributes to change the default |
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847 behaviour: |
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848 |
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849 .. index:: triple: schema; property attributes; required |
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850 triple: schema; property attributes; default_value |
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851 triple: schema; property attributes; quiet |
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852 |
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853 * All properties support the following attributes: |
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854 |
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855 - ``required``: see `design documentation`_. Adds the property to |
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856 the list returned by calling get_required_props for the class. |
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857 - ``default_value``: see `design documentation`_ Sets the default |
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858 value if the property is not set. |
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859 - ``quiet``: see `design documentation`_. Suppresses user visible |
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860 to changes to this property. The property change is not reported: |
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861 |
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862 - in the change feedback/confirmation message in the web |
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863 interface |
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864 - the property change section of the nosy email |
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865 - the web history at the bottom of an item's page |
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866 |
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867 This can be used to store state of the user interface (e.g. the |
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868 names of elements that are collapsed or hidden from the |
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869 user). Making properties that are updated as an indirect result of |
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870 a user's change (e.g. updating a blockers property, counting |
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871 number of times an issue was reopened or reassigned etc.) should |
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872 not be displayed to the user as they can be confusing. |
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873 |
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874 .. index:: triple: schema; property attributes; indexme |
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875 |
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876 * String properties can have an ``indexme`` attribute that defines if the |
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877 property should be part of the full text index. The default is 'no' but this |
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878 can be set to 'yes' to allow a property's contents to be in the full |
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879 text index. |
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880 |
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881 .. index:: triple: schema; property attributes; use_double |
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882 |
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883 * Number properties can have a ``use_double`` attribute that, when set |
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884 to ``True``, will use double precision floating point in the database. |
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885 * Link and Multilink properties can have several attributes: |
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886 |
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887 .. index:: triple: schema; property attributes; do_journal |
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|
888 |
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|
889 - ``do_journal``: By default, every change of a link property is |
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890 recorded in the item being linked to (or being unlinked). A typical |
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891 use-case for setting ``do_journal='no'`` would be to turn off |
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892 journalling of nosy list, message author and message recipient link |
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893 and unlink events to prevent the journal from clogged with these |
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|
894 events. |
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895 |
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896 .. index:: triple: schema; property attributes; try_id_parsing |
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|
897 |
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898 - ``try_id_parsing`` is turned on by default. If entering a number |
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899 into a Link or Multilink field, Roundup interprets this number as an |
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900 ID of the item to link to. Sometimes items can have numeric names |
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901 (like, e.g., product codes). For these Roundup needs to match the |
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902 numeric name and should never match an ID. In this case you can set |
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|
903 ``try_id_parsing='no'``. |
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904 |
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905 .. index:: triple: schema; property attributes; rev_multilink |
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906 |
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907 - The ``rev_multilink`` option takes a property name to be inserted |
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908 into the linked-to class. This property is a Multilink property that |
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909 links back to the current class. The new Multilink is read-only (it |
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910 is automatically modified if the Link or Multilink property defining |
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911 it is modified). The new property can be used in normal searches |
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912 using the "filter" method of the Class. This means it can be used |
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913 like other Multilink properties when searching (in an index |
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914 template) or via the REST and XMLRPC APIs. |
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|
915 |
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|
916 As a example, suppose you want to group multiple issues into a |
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917 super issue. Each issue can be part of only one super issue. It is |
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918 inefficient to find all of the issues that are part of the |
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|
919 super issue by searching through all issues in the system looking |
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920 at the part_of link property. To make this more efficient, you |
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921 can declare an issue's part_of property as:: |
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|
922 |
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|
923 issue = IssueClass(db, "issue", |
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924 ... |
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925 part_of = Link("issue", rev_multilink="components"), |
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926 ... ) |
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|
927 |
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|
928 This automatically creates the ``components`` multilink on the issue |
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929 class. The ``components`` multilink is never explicitly declared in |
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930 the issue class, but it has the same effect as though you had |
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931 declared the class as:: |
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|
932 |
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|
933 issue = IssueClass(db, "issue", |
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934 ... |
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935 part_of = Link("issue"), |
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936 components = Multilink("issue"), |
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937 ... ) |
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938 |
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939 Then wrote a detector to update the components property on the |
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940 corresponding issue. Writing this detector can be tricky. There is |
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941 one other difference, you can not explicitly set/modify the |
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942 ``components`` multilink. |
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943 |
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944 The effect of setting ``part_of = 3456`` on issue1234 |
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945 automatically adds "1234" to the ``components`` property on |
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946 issue3456. You can search the ``components`` multilink just like a |
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947 regular multilink, but you can't explicitly assign to it. |
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948 Another difference of reverse multilinks to normal multilinks |
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949 is that when a linked node is retired, the node vanishes from the |
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950 multilink, e.g. in the example above, if an issue with ``part_of`` |
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951 set to another issue is retired this issue vanishes from the |
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952 ``components`` multilink of the other issue. |
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953 |
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954 You can also link between different classes. So you can modify |
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955 the issue definition to include:: |
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956 |
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957 issue = IssueClass(db, "issue", |
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958 ... |
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959 assigned_to = Link("user", rev_multilink="responsibleFor"), |
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960 ... ) |
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961 |
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962 This makes it easy to list all issues that the user is responsible |
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963 for (aka assigned_to). |
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964 |
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965 .. index:: triple: schema; property attributes; msg_header_property |
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966 |
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967 - The ``msg_header_property`` is used by the mail gateway when sending |
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968 out messages. When a link or multilink property of an issue changes, |
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969 Roundup creates email headers of the form:: |
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970 |
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971 X-Roundup-issue-prop: value |
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972 |
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973 where ``value`` is the ``name`` property for the linked item(s). |
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974 For example, if you have a multilink for attached_files in your |
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975 issue, you will see a header:: |
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976 |
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977 X-Roundup-issue-attached_files: MySpecialFile.doc, HisResume.txt |
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978 |
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979 when the class for attached files is defined as:: |
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980 |
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981 file = FileClass(db, "file", name=String()) |
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982 |
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983 ``MySpecialFile.doc`` is the name for the file object. |
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984 |
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985 If you have an ``assigned_to`` property in your issue class that |
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986 links to the user class and you want to add a header:: |
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987 |
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988 X-Roundup-issue-assigned_to: ... |
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989 |
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990 so that the mail recipients can filter emails where |
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991 ``X-Roundup-issue-assigned_to: name`` that contains their |
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992 username. The user class is defined as:: |
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993 |
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994 user = Class(db, "user", |
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995 username=String(), |
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996 password=Password(), |
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997 address=String(), |
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998 realname=String(), |
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999 phone=String(), |
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1000 organisation=String(), |
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1001 alternate_addresses=String(), |
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1002 queries=Multilink('query'), |
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1003 roles=String(), # comma-separated string of Role names |
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1004 timezone=String()) |
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1005 |
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1006 Because there is no ``name`` parameter for the user class, there |
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1007 will be no header. However setting:: |
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1008 |
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1009 assigned_to=Link("user", msg_header_property="username") |
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1010 |
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1011 will make the mail gateway generate an ``X-Roundup-issue-assigned_to`` |
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1012 using the username property of the linked user. |
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1013 |
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1014 Assume assigned_to for an issue is linked to the user with |
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1015 username=joe_user, setting:: |
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1016 |
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1017 msg_header_property="username" |
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1018 |
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1019 for the assigned_to property will generated message headers of the |
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1020 form:: |
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1021 |
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1022 X-Roundup-issue-assigned_to: joe_user |
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1023 |
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1024 for emails sent on issues where joe_user has been assigned to the issue. |
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1025 |
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1026 If this property is set to the empty string "", it will prevent |
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1027 the header from being generated on outgoing mail. |
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1028 |
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1029 .. index:: triple: schema; class property; creator |
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1030 triple: schema; class property; creation |
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1031 triple: schema; class property; actor |
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1032 triple: schema; class property; activity |
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1033 |
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1034 All Classes automatically have a number of properties by default: |
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1035 |
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1036 *creator* |
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1037 Link to the user that created the item. |
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1038 *creation* |
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1039 Date the item was created. |
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1040 *actor* |
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1041 Link to the user that last modified the item. |
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1042 *activity* |
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1043 Date the item was last modified. |
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1044 |
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1045 |
| 7359 | 1046 .. index:: double: schema; class methods |
| 1047 | |
| 1048 Methods | |
| 1049 ~~~~~~~ | |
| 1050 | |
| 1051 All classes have the following methods. | |
| 1052 | |
| 1053 .. index:: triple: schema; class method; setkey | |
| 1054 | |
| 1055 setkey(property) | |
| 1056 :::::::::::::::: | |
| 1057 | |
| 1058 .. index:: roundup-admin; setting assignedto on an issue | |
| 1059 | |
| 1060 Select a String property of the class to be the key property. The key | |
| 1061 property must be unique, and allows references to the items in the class | |
| 1062 by the content of the key property. That is, we can refer to users by | |
| 1063 their username: for example, let's say that there's an issue in Roundup, | |
| 1064 issue 23. There's also a user, richard, who happens to be user 2. To | |
| 1065 assign an issue to him, we could do either of:: | |
| 1066 | |
| 1067 roundup-admin set issue23 assignedto=2 | |
| 1068 | |
| 1069 or:: | |
| 1070 | |
| 1071 roundup-admin set issue23 assignedto=richard | |
| 1072 | |
| 1073 Note, the same thing can be done in the web and e-mail interfaces. | |
| 1074 | |
| 1075 .. index:: triple: schema; class method; setlabelprop | |
| 1076 | |
| 1077 setlabelprop(property) | |
| 1078 :::::::::::::::::::::: | |
| 1079 | |
| 1080 Select a property of the class to be the label property. The label | |
| 1081 property is used whereever an item should be uniquely identified, e.g., | |
| 1082 when displaying a link to an item. If setlabelprop is not specified for | |
| 1083 a class, the following values are tried for the label: | |
| 1084 | |
| 1085 * the key of the class (see the `setkey(property)`_ section above) | |
| 1086 * the "name" property | |
| 1087 * the "title" property | |
| 1088 * the first property from the sorted property name list | |
| 1089 | |
| 1090 So in most cases you can get away without specifying setlabelprop | |
| 1091 explicitly. | |
| 1092 | |
| 1093 You should make sure that users have View access to this property or | |
| 1094 the id property for a class. If the property can not be viewed by a | |
| 1095 user, looping over items in the class (e.g. messages attached to an | |
| 1096 issue) will not work. | |
| 1097 | |
| 1098 .. index:: triple: schema; class method; setorderprop | |
| 1099 | |
| 1100 setorderprop(property) | |
| 1101 :::::::::::::::::::::: | |
| 1102 | |
| 1103 Select a property of the class to be the order property. The order | |
| 1104 property is used whenever using a default sort order for the class, | |
| 1105 e.g., when grouping or sorting class A by a link to class B in the user | |
| 1106 interface, the order property of class B is used for sorting. If | |
| 1107 setorderprop is not specified for a class, the following values are tried | |
| 1108 for the order property: | |
| 1109 | |
| 1110 * the property named "order" | |
| 1111 * the label property (see `setlabelprop(property)`_ above) | |
| 1112 | |
| 1113 So in most cases you can get away without specifying setorderprop | |
| 1114 explicitly. | |
| 1115 | |
| 1116 .. index:: triple: schema; class method; create | |
| 1117 | |
| 1118 create(information) | |
| 1119 ::::::::::::::::::: | |
| 1120 | |
| 1121 Create an item in the database. This is generally used to create items | |
|
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1122 in the :term:`definitional class` like "priority" and "status". |
| 7359 | 1123 |
| 1124 IssueClass | |
| 1125 ~~~~~~~~~~ | |
| 1126 | |
| 1127 IssueClasses automatically include the "messages", "files", "nosy", and | |
| 1128 "superseder" properties. | |
| 1129 | |
| 1130 The messages and files properties list the links to the messages and | |
| 1131 files related to the issue. The nosy property is a list of links to | |
| 1132 users who wish to be informed of changes to the issue - they get "CC'ed" | |
| 1133 e-mails when messages are sent to or generated by the issue. The nosy | |
| 1134 reactor (in the ``'detectors'`` directory) handles this action. The | |
| 1135 superseder link indicates an issue which has superseded this one. | |
| 1136 | |
| 1137 They also have the dynamically generated "creation", "activity" and | |
| 1138 "creator" properties. | |
| 1139 | |
| 1140 The value of the "creation" property is the date when an item was | |
| 1141 created, and the value of the "activity" property is the date when any | |
| 1142 property on the item was last edited (equivalently, these are the dates | |
| 1143 on the first and last records in the item's journal). The "creator" | |
| 1144 property holds a link to the user that created the issue. | |
| 1145 | |
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1146 .. index:: triple: schema; class property; content |
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1147 triple: schema; class property; type |
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1148 |
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1149 FileClass |
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1150 ~~~~~~~~~ |
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1151 |
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1152 FileClasses save their "content" attribute off in a separate file from |
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1153 the rest of the database. This reduces the number of large entries in |
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1154 the database, which generally makes databases more efficient, and also |
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1155 allows us to use command-line tools to operate on the files. They are |
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1156 stored in the files sub-directory of the ``'db'`` directory in your |
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1157 tracker. FileClasses also have a "type" attribute to store the MIME |
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1158 type of the file. |
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1159 |
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1160 Roundup by default considers the contents of the file immutable. This |
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1161 is to assist in maintaining an accurate record of correspondence. The |
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1162 distributed tracker templates do not enforce this. So if you have |
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1163 access to the Roundup tracker directory, you can edit the files (make |
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1164 sure to preserve mode, owner and group) to remove information (e.g. if |
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1165 somebody includes a password or you need to redact proprietary |
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1166 information). Obviously the journal for the message/file will not |
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1167 report that the file has changed. |
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1168 |
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1169 Best practice is to remove offending material and leave a |
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1170 placeholder. E.G. replace a password with the text:: |
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1171 |
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1172 [password has been deleted 2020-12-02 --myname] |
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1173 |
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1174 If you need to delete an entire file, replace the file contents with:: |
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1175 |
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1176 [file contents deleted due to spam 2020-10-21 --myname] |
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1177 |
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1178 rather than deleting the file. If you actually delete the file Roundup |
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1179 will report an error to the user and email the administrator. If you |
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1180 empty the file, a user downloading the file using the direct URL |
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1181 (e.g. ``tracker/msg22``) may be confused and think something is broken |
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1182 when they receive an empty file. Retiring a file/msg does not prevent |
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1183 access to the file using the direct URL. Retiring an item only removes |
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1184 it when requesting a list of all items in the class. If you are |
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1185 replacing the contents, you probably want to change the content type |
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1186 of the file. E.G. from ``image/jpeg`` to ``text/plain``. You can do |
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1187 this easily through the web interface, or using the ``roundup-admin`` |
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1188 command line interface. |
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1189 |
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1190 You can also change the contents of a file or message using the REST |
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1191 interface. Note that this will NOT result in an entry in the journal, |
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1192 so again it allows a silent change. To do this you need to make two |
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1193 rest requests. An example using curl is:: |
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1194 |
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1195 $ curl -u demo:demo -s |
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1196 -H "X-requested-with: rest" \ |
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1197 -H "Referer: https://tracker.example.com/demo/" \ |
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1198 -X GET \ |
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1199 https://tracker.example.com/demo/rest/data/file/30/content |
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1200 { |
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1201 "data": { |
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1202 "id": "30", |
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1203 "type": "<class 'str'>", |
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1204 "link": "https://tracker.example.com/demo/rest/data/file/30/content", |
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1205 "data": "hello3", |
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1206 "@etag": "\"3f2f8063dbce5b6bd43567e6f4f3c671\"" |
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1207 } |
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1208 } |
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1209 |
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1210 using the etag, overwrite the content with:: |
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1211 |
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1212 $ curl -u demo:demo -s |
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1213 -H "X-requested-with: rest" \ |
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1214 -H "Referer: https://tracker.example.com/demo/" \ |
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1215 -H 'If-Match: "3f2f8063dbce5b6bd43567e6f4f3c671"' \ |
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1216 -X PUT \ |
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1217 -F "data=@hello" \ |
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1218 https://tracker.example.com/demo/rest/data/file/30/content |
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1219 |
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1220 where ``hello`` is a file on local disk. |
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1221 |
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1222 You can enforce immutability in your tracker by adding an auditor (see |
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1223 detectors_) for the file/msg class that rejects changes to the content |
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1224 property. The auditor could also add a journal entry so that a change |
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1225 via the Roundup mechanism is reported. Using a mixin (see: |
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1226 https://wiki.roundup-tracker.org/MixinClassFileClass) to augment the |
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1227 file class allows for other possibilities including signing the file, or |
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1228 recording a checksum in the database and validating the file contents |
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1229 at the time it gets read. This allows detection of changes done on the |
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1230 filesystem outside of the Roundup mechanism. |
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1231 |
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1232 .. index:: triple: schema; class property; messages |
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1233 triple: schema; class property; files |
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1234 triple: schema; class property; nosy |
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1235 triple: schema; class property; superseder |
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1236 |
| 7359 | 1237 .. index:: schema; item ordering |
|
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1238 |
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1239 A note about ordering |
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1240 ~~~~~~~~~~~~~~~~~~~~~ |
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1241 |
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1242 When we sort items in the hyperdb, we use one of a number of methods, |
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1243 depending on the properties being sorted on: |
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1244 |
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1245 1. If it's a String, Integer, Number, Date or Interval property, we |
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1246 just sort the scalar value of the property. Strings are sorted |
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1247 case-sensitively. |
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1248 2. If it's a Link property, we sort by either the linked item's "order" |
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1249 property (if it has one) or the linked item's "id". |
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1250 3. Mulitlinks sort similar to #2, but we start with the first Multilink |
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1251 list item, and if they're the same, we sort by the second item, and |
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1252 so on. |
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1253 |
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1254 Note that if an "order" property is defined on a Class that is used for |
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1255 sorting, all items of that Class *must* have a value against the "order" |
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1256 property, or sorting will result in random ordering. |
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1257 |
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1258 |
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1259 Examples of adding to your schema |
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1260 --------------------------------- |
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1261 |
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1262 Some examples are in the :ref:`CustomExamples` section. |
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1263 |
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1264 Also you can start with `Roundup wiki CategorySchema`_ to see a list |
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1265 of additional examples of how schemas can be customised to add new |
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1266 functionality. |
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1267 |
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1268 .. _Roundup wiki CategorySchema: |
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1269 https://wiki.roundup-tracker.org/CategorySchema |
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1270 |
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1271 .. index:: !detectors |
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1272 .. _detectors: |
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1273 .. _Auditors and reactors: |
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1274 |
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1275 Detectors - adding behaviour to your tracker |
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1276 ============================================ |
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1277 |
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1278 Detectors are initialised every time you open your tracker database, so |
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1279 you're free to add and remove them any time, even after the database is |
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1280 initialised via the ``roundup-admin initialise`` command. |
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1281 |
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1282 The detectors in your tracker fire *before* (**auditors**) and *after* |
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1283 (**reactors**) changes to the contents of your database. They are Python |
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1284 modules that sit in your tracker's ``detectors`` directory. You will |
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1285 have some installed by default - have a look. You can write new |
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1286 detectors or modify the existing ones. The existing detectors installed |
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1287 for you are: |
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1288 |
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1289 .. index:: detectors; installed |
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1290 |
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1291 **nosyreaction.py** |
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1292 This provides the automatic nosy list maintenance and email sending. |
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1293 The nosy reactor (``nosyreaction``) fires when new messages are added |
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1294 to issues. The nosy auditor (``updatenosy``) fires when issues are |
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1295 changed, and figures out what changes need to be made to the nosy list |
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1296 (such as adding new authors, etc.) |
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1297 **statusauditor.py** |
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1298 This provides the ``chatty`` auditor which changes the issue status |
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1299 from ``unread`` or ``closed`` to ``chatting`` if new messages appear. |
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1300 It also provides the ``presetunread`` auditor which pre-sets the |
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1301 status to ``unread`` on new items if the status isn't explicitly |
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1302 defined. |
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1303 **messagesummary.py** |
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1304 Generates the ``summary`` property for new messages based on the message |
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1305 content. |
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1306 **userauditor.py** |
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1307 Verifies the content of some of the user fields (email addresses and |
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1308 roles lists). |
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1309 |
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1310 If you don't want this default behaviour, you're completely free to change |
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1311 or remove these detectors. |
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1312 |
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1313 See the detectors section in the `design document`__ for details of the |
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1314 interface for detectors. |
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1315 |
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1316 __ design.html |
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1317 |
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1318 |
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1319 .. index:: detectors; writing api |
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1320 |
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1321 Detector API |
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1322 ------------ |
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1323 |
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1324 .. index:: pair: detectors; auditors |
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1325 single: auditors; function signature |
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1326 single: auditors; defining |
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1327 single: auditors; arguments |
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1328 |
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1329 Auditors are called with the arguments:: |
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1330 |
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1331 audit(db, cl, itemid, newdata) |
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1332 |
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1333 where ``db`` is the database, ``cl`` is an instance of Class or |
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1334 IssueClass within the database, and ``newdata`` is a dictionary mapping |
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1335 property names to values. |
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1336 |
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1337 For a ``create()`` operation, the ``itemid`` argument is None and |
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1338 newdata contains all of the initial property values with which the item |
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1339 is about to be created. |
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1340 |
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1341 For a ``set()`` operation, newdata contains only the names and values of |
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1342 properties that are about to be changed. |
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1343 |
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1344 For a ``retire()`` or ``restore()`` operation, newdata is None. |
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1345 |
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1346 .. index:: pair: detectors; reactor |
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1347 single: reactors; function signature |
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1348 single: reactors; defining |
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1349 single: reactors; arguments |
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1350 |
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1351 Reactors are called with the arguments:: |
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1352 |
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1353 react(db, cl, itemid, olddata) |
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1354 |
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1355 where ``db`` is the database, ``cl`` is an instance of Class or |
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1356 IssueClass within the database, and ``olddata`` is a dictionary mapping |
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1357 property names to values. |
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1358 |
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1359 For a ``create()`` operation, the ``itemid`` argument is the id of the |
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1360 newly-created item and ``olddata`` is None. |
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1361 |
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1362 For a ``set()`` operation, ``olddata`` contains the names and previous |
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1363 values of properties that were changed. |
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1364 |
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1365 For a ``retire()`` or ``restore()`` operation, ``itemid`` is the id of |
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1366 the retired or restored item and ``olddata`` is None. |
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1367 |
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1368 .. index:: detectors; additional |
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1369 |
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1370 Additional Detectors Ready For Use |
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1371 ---------------------------------- |
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1372 |
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1373 Sample additional detectors that have been found useful will appear in |
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1374 the ``'detectors'`` directory of the Roundup distribution. If you want |
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1375 to use one, copy it to the ``'detectors'`` of your tracker instance: |
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1376 |
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1377 **irker.py** |
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1378 This detector sends notification on IRC through an irker daemon |
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1379 (http://www.catb.org/esr/irker/) when issues are created or messages |
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1380 are added. In order to use it you need to install irker, start the |
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1381 irkerd daemon, and add an ``[irker]`` section in ``detectors/config.ini`` |
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1382 that contains a comma-separated list of channels where the messages should |
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1383 be sent, e.g. ``channels = irc://chat.freenode.net/channelname``. |
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1384 **newissuecopy.py** |
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1385 This detector sends an email to a team address whenever a new issue is |
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1386 created. The address is hard-coded into the detector, so edit it |
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1387 before you use it (look for the text 'team@team.host') or you'll get |
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1388 email errors! |
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1389 **creator_resolution.py** |
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1390 Catch attempts to set the status to "resolved" - if the assignedto |
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1391 user isn't the creator, then set the status to "confirm-done". Note that |
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1392 "classic" Roundup doesn't have that status, so you'll have to add it. If |
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1393 you don't want to though, it'll just use "in-progress" instead. |
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1394 **email_auditor.py** |
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1395 If a file added to an issue is of type message/rfc822, we tack on the |
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1396 extension .eml. |
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1397 The reason for this is that Microsoft Internet Explorer will not open |
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1398 things with a .eml attachment, as they deem it 'unsafe'. Worse yet, |
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1399 they'll just give you an incomprehensible error message. For more |
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1400 information, see the detector code - it has a lengthy explanation. |
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1401 |
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1402 |
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1403 .. index:: auditors; rules for use |
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1404 single: reactors; rules for use |
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1405 |
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1406 Auditor or Reactor? |
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1407 ------------------- |
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1408 |
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1409 Generally speaking, the following rules should be observed: |
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1410 |
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1411 **Auditors** |
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1412 Are used for `vetoing creation of or changes to items`_. They might |
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1413 also make automatic changes to item properties. |
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1414 **Reactors** |
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1415 Detect changes in the database and react accordingly. They should avoid |
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1416 making changes to the database where possible, as this could create |
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1417 detector loops. |
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1418 |
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1419 |
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1420 Vetoing creation of or changes to items |
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1421 --------------------------------------- |
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1422 |
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1423 Auditors may raise the ``Reject`` exception to prevent the creation of |
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1424 or changes to items in the database. The mail gateway, for example, will |
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1425 not attach files or messages to issues when the creation of those files or |
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1426 messages are prevented through the ``Reject`` exception. It'll also not create |
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1427 users if that creation is ``Reject``'ed too. |
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1428 |
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1429 To use, simply add at the top of your auditor:: |
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1430 |
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1431 from roundup.exceptions import Reject |
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1432 |
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1433 And then when your rejection criteria have been detected, simply:: |
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1434 |
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1435 raise Reject('Description of error') |
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1436 |
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1437 Error messages raised with ``Reject`` automatically have any HTML content |
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1438 escaped before being displayed to the user. To display an error message to the |
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1439 user without performing any HTML escaping the ``RejectRaw`` should be used. All |
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1440 security implications should be carefully considering before using |
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1441 ``RejectRaw``. |
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1442 |
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1443 |
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1444 Generating email from Roundup |
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1445 ----------------------------- |
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1446 |
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1447 The module ``roundup.mailer`` contains most of the nuts-n-bolts required |
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1448 to generate email messages from Roundup. |
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1449 |
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1450 In addition, the ``IssueClass`` methods ``nosymessage()`` and |
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1451 ``send_message()`` are used to generate nosy messages, and may generate |
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1452 messages which only consist of a change note (ie. the message id parameter |
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1453 is not required - this is referred to as a "System Message" because it |
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1454 comes from "the system" and not a user). |
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1455 |
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1456 |
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1457 .. index:: extensions |
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1458 .. index:: extensions; add python functions to tracker |
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1459 .. _extensions: |
|
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1460 .. _actions: |
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1461 |
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|
1462 Extensions - adding capabilities to your tracker |
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1463 ================================================ |
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1464 |
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|
1465 While detectors_ add new behavior by reacting to changes in tracked |
|
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|
1466 objects, `extensions` add new actions and utilities to Roundup, which |
|
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|
1467 are mostly used to enhance web interface. |
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1468 |
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1469 You can create an extension by creating Python file in your tracker |
|
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|
1470 ``extensions`` directory. All files from this dir are loaded when |
|
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|
1471 tracker instance is created, at which point it calls ``init(instance)`` |
|
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|
1472 from each file supplying itself as a first argument. |
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1473 |
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|
1474 Note that at this point web interface is not loaded, but extensions still |
|
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|
1475 can register actions for in tracker instance. This may be fixed in |
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|
1476 Roundup 1.6 by introducing ``init_web(client)`` callback or a more |
|
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|
1477 flexible extension point mechanism. |
|
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1478 |
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1479 * ``instance.registerUtil`` is used for adding `templating utilities`_ |
|
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1480 (see `adding a time log to your issues |
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1481 <customizing.html#adding-a-time-log-to-your-issues-4>`_ for an example) |
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1482 |
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1483 * ``instance.registerAction`` is used to add more actions to instance |
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1484 and to web interface. See `Defining new web actions`_ for details. |
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1485 Generic action can be added by inheriting from ``action.Action`` |
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1486 instead of ``cgi.action.Action``. |
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1487 |
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1488 .. _interfaces.py: |
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|
1489 .. _modifying the core of Roundup: |
|
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1490 |
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|
1491 interfaces.py - hooking into the core of Roundup |
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1492 ================================================ |
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1493 |
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|
1494 There is a magic trick for hooking into the core of Roundup. Using |
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1495 this you can: |
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1496 |
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|
1497 * modify class data structures |
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|
1498 * monkey patch core code to add new functionality |
|
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|
1499 * modify the email gateway |
|
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1500 * add new rest endpoints |
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1501 |
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|
1502 but with great power comes great responsibility. |
|
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1503 |
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|
1504 Interfaces.py has been around since the earliest releases of Roundup |
|
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|
1505 and used to be the main way to get a lot of customization done. In |
|
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|
1506 modern Roundup, the extensions_ mechanism is used to `add actions |
|
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|
1507 <#defining-new-web-actions>`_ and `templating utilities`_. But there are |
|
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|
1508 places where interfaces.py is still useful. Note that the tracker |
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|
1509 directories are not on the Python system path when interfaces.py is |
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1510 evaluated. You need to add library directories explictly by |
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|
1511 modifying sys.path. |
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1512 |
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|
1513 See `Changing How the Core Code Works |
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1514 <customizing.html#changing-how-the-core-code-works>`_ for examples. |
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1515 |
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|
1516 Database Content |
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|
1517 ================ |
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1518 |
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|
1519 .. note:: |
|
7369
15bb0d177632
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|
1520 If you modify the content of a :term:`definitional class`, you will |
|
7370
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Glossary updates and more term refs.
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|
1521 need to edit the tracker `detectors`_ if they reference a value of |
|
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|
1522 a definitional class. (E.g. if a detector checks to see if an issue |
|
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|
1523 has a status of "open", and you change the "open" definition to be |
|
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|
1524 "working", you need to change the check.) |
|
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Glossary updates and more term refs.
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|
1525 |
|
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Glossary updates and more term refs.
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|
1526 Customisation of the special :term:`definitional classes <definitional |
|
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|
1527 class>` (eg. status, |
|
7352
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|
1528 priority, resolution, ...) may be done either before or after the |
|
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|
1529 tracker is initialised. The actual method of doing so is completely |
|
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|
1530 different in each case though, so be careful to use the right one. |
|
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|
1531 |
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|
1532 **Changing content before tracker initialisation** |
|
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|
1533 Edit the initial_data.py module in your tracker to alter the items |
|
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|
1534 created using the ``create( ... )`` methods. |
|
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|
1535 |
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|
1536 **Changing content after tracker initialisation** |
|
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|
1537 As the "admin" user, click on the "class list" link in the web |
|
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|
1538 interface to bring up a list of all database classes. Click on the |
|
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|
1539 name of the class you wish to change the content of. |
|
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1540 |
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|
1541 You may also use the ``roundup-admin`` interface's create, set and |
|
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|
1542 retire methods to add, alter or remove items from the classes in |
|
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|
1543 question. |
|
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|
1544 |
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|
1545 See "`adding a new field to the classic schema |
|
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|
1546 <customizing.html#adding-a-new-field-to-the-classic-schema>`_" for an |
|
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|
1547 example that requires database content changes. |
|
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1548 |
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|
1549 |
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|
1550 Security / Access Controls |
|
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|
1551 ========================== |
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1552 |
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|
1553 A set of Permissions is built into the security module by default: |
|
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1554 |
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|
1555 - Create (everything) |
|
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|
1556 - Edit (everything) |
|
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|
1557 - Search (everything) (used if View does not permit access) |
|
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|
1558 - View (everything) |
|
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|
1559 - Register (User class only) |
|
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|
1560 |
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|
1561 These are assigned to the "Admin" Role by default, and allow a user to do |
|
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|
1562 anything. Every Class you define in your `tracker schema`_ also gets an |
|
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|
1563 Create, Edit and View Permission of its own. The web and email interfaces |
|
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|
1564 also define: |
|
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|
1565 |
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|
1566 *Email Access* |
|
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|
1567 If defined, the user may use the email interface. Used by default to deny |
|
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|
1568 Anonymous users access to the email interface. When granted to the |
|
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|
1569 Anonymous user, they will be automatically registered by the email |
|
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|
1570 interface (see also the ``new_email_user_roles`` configuration option). |
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1571 *Web Access* |
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1572 If defined, the user may use the web interface. All users are able to see |
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1573 the login form, regardless of this setting (thus enabling logging in). |
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1574 *Web Roles* |
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1575 Controls user access to editing the "roles" property of the "user" class. |
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1576 TODO: deprecate in favour of a property-based control. |
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1577 *Rest Access* and *Xmlrpc Access* |
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1578 These control access to the Rest and Xmlrpc endpoints. The Admin and User |
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1579 roles have these by default in the classic tracker. See the |
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1580 `directions in the rest interface documentation`_ and the |
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1581 `xmlrpc interface documentation`_. |
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1582 |
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1583 These are hooked into the default Roles: |
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1584 |
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1585 - Admin (Create, Edit, Search, View and everything; Web Roles) |
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1586 - User (Web Access; Email Access) |
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1587 - Anonymous (Web Access) |
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1588 |
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1589 And finally, the "admin" user gets the "Admin" Role, and the "anonymous" |
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1590 user gets "Anonymous" assigned when the tracker is installed. |
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1591 |
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1592 For the "User" Role, the "classic" tracker defines: |
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1593 |
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1594 - Create, Edit and View issue, file, msg, query, keyword |
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1595 - View priority, status |
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1596 - View user |
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1597 - Edit their own user record |
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1598 |
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1599 And the "Anonymous" Role is defined as: |
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1600 |
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1601 - Web interface access |
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1602 - Register user (for registration) |
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1603 - View issue, file, msg, query, keyword, priority, status |
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1604 |
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1605 Put together, these settings appear in the tracker's ``schema.py`` file:: |
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1606 |
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1607 # |
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1608 # TRACKER SECURITY SETTINGS |
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1609 # |
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1610 # See the configuration and customisation document for information |
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1611 # about security setup. |
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1612 |
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1613 # |
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1614 # REGULAR USERS |
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1615 # |
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1616 # Give the regular users access to the web and email interface |
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1617 db.security.addPermissionToRole('User', 'Web Access') |
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1618 db.security.addPermissionToRole('User', 'Email Access') |
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1619 db.security.addPermissionToRole('User', 'Rest Access') |
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1620 db.security.addPermissionToRole('User', 'Xmlrpc Access') |
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1621 |
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1622 # Assign the access and edit Permissions for issue, file and message |
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1623 # to regular users now |
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1624 for cl in 'issue', 'file', 'msg', 'keyword': |
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1625 db.security.addPermissionToRole('User', 'View', cl) |
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1626 db.security.addPermissionToRole('User', 'Edit', cl) |
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1627 db.security.addPermissionToRole('User', 'Create', cl) |
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1628 for cl in 'priority', 'status': |
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1629 db.security.addPermissionToRole('User', 'View', cl) |
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1630 |
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1631 # May users view other user information? Comment these lines out |
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1632 # if you don't want them to |
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1633 p = db.security.addPermission(name='View', klass='user', |
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1634 properties=('id', 'organisation', 'phone', 'realname', 'timezone', |
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|
1635 'username')) |
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|
1636 db.security.addPermissionToRole('User', p) |
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1637 |
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1638 # Users should be able to edit their own details -- this permission is |
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1639 # limited to only the situation where the Viewed or Edited item is their own. |
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|
1640 def own_record(db, userid, itemid, **ctx): |
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1641 '''Determine whether the userid matches the item being accessed.''' |
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1642 return userid == itemid |
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1643 p = db.security.addPermission(name='View', klass='user', check=own_record, |
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1644 description="User is allowed to view their own user details") |
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|
1645 db.security.addPermissionToRole('User', p) |
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|
1646 p = db.security.addPermission(name='Edit', klass='user', check=own_record, |
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1647 properties=('username', 'password', 'address', 'realname', 'phone', |
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1648 'organisation', 'alternate_addresses', 'queries', 'timezone'), |
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1649 description="User is allowed to edit their own user details") |
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|
1650 db.security.addPermissionToRole('User', p) |
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1651 |
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1652 # Users should be able to edit and view their own queries. They should also |
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1653 # be able to view any marked as not private. They should not be able to |
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1654 # edit others' queries, even if they're not private |
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1655 def view_query(db, userid, itemid): |
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|
1656 private_for = db.query.get(itemid, 'private_for') |
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1657 if not private_for: return True |
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1658 return userid == private_for |
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1659 def edit_query(db, userid, itemid): |
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1660 return userid == db.query.get(itemid, 'creator') |
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1661 p = db.security.addPermission(name='View', klass='query', check=view_query, |
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1662 description="User is allowed to view their own and public queries") |
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1663 db.security.addPermissionToRole('User', p) |
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1664 p = db.security.addPermission(name='Search', klass='query') |
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1665 db.security.addPermissionToRole('User', p) |
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|
1666 p = db.security.addPermission(name='Edit', klass='query', check=edit_query, |
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1667 description="User is allowed to edit their queries") |
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1668 db.security.addPermissionToRole('User', p) |
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1669 p = db.security.addPermission(name='Retire', klass='query', check=edit_query, |
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|
1670 description="User is allowed to retire their queries") |
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|
1671 db.security.addPermissionToRole('User', p) |
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|
1672 p = db.security.addPermission(name='Restore', klass='query', check=edit_query, |
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|
1673 description="User is allowed to restore their queries") |
|
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|
1674 db.security.addPermissionToRole('User', p) |
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|
1675 p = db.security.addPermission(name='Create', klass='query', |
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|
1676 description="User is allowed to create queries") |
|
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|
1677 db.security.addPermissionToRole('User', p) |
|
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1678 |
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1679 # |
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1680 # ANONYMOUS USER PERMISSIONS |
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|
1681 # |
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|
1682 # Let anonymous users access the web interface. Note that almost all |
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1683 # trackers will need this Permission. The only situation where it's not |
|
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1684 # required is in a tracker that uses an HTTP Basic Authenticated front-end. |
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1685 db.security.addPermissionToRole('Anonymous', 'Web Access') |
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1686 |
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1687 # Let anonymous users access the email interface (note that this implies |
|
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1688 # that they will be registered automatically, hence they will need the |
|
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|
1689 # "Create" user Permission below) |
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1690 # This is disabled by default to stop spam from auto-registering users on |
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1691 # public trackers. |
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1692 #db.security.addPermissionToRole('Anonymous', 'Email Access') |
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1693 |
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1694 # Assign the appropriate permissions to the anonymous user's Anonymous |
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1695 # Role. Choices here are: |
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1696 # - Allow anonymous users to register |
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1697 db.security.addPermissionToRole('Anonymous', 'Register', 'user') |
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1698 |
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1699 # Allow anonymous users access to view issues (and the related, linked |
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1700 # information) |
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1701 for cl in 'issue', 'file', 'msg', 'keyword', 'priority', 'status': |
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1702 db.security.addPermissionToRole('Anonymous', 'View', cl) |
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1703 |
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1704 # Allow the anonymous user to use the "Show Unassigned" search. |
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1705 # It acts like "Show Open" if this permission is not available. |
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1706 # If you are running a tracker that does not allow read access for |
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1707 # anonymous, you should remove this entry as it can be used to perform |
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|
1708 # a username guessing attack against a roundup install. |
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1709 p = db.security.addPermission(name='Search', klass='user') |
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|
1710 db.security.addPermissionToRole ('Anonymous', p) |
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1711 |
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|
1712 # [OPTIONAL] |
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1713 # Allow anonymous users access to create or edit "issue" items (and the |
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1714 # related file and message items) |
|
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1715 #for cl in 'issue', 'file', 'msg': |
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1716 # db.security.addPermissionToRole('Anonymous', 'Create', cl) |
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1717 # db.security.addPermissionToRole('Anonymous', 'Edit', cl) |
|
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1718 |
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|
1719 .. index:: |
|
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|
1720 single: roundup-admin; view class permissions |
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1721 |
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1722 You can use ``roundup-admin security`` to verify the permissions |
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1723 defined in the schema. It also verifies that properties specified in |
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1724 permissions are valid for the class. This helps detect typos that can |
|
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|
1725 cause baffling permission issues. |
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1726 |
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|
1727 Automatic Permission Checks |
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|
1728 --------------------------- |
|
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1729 |
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1730 Permissions are automatically checked when information is rendered |
|
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|
1731 through the web. This includes: |
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1732 |
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1733 1. View checks for properties when being rendered via the ``plain()`` or |
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1734 similar methods. If the check fails, the text "[hidden]" will be |
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|
1735 displayed. |
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|
1736 2. Edit checks for properties when the edit field is being rendered via |
|
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|
1737 the ``field()`` or similar methods. If the check fails, the property |
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|
1738 will be rendered via the ``plain()`` method (see point 1. for subsequent |
|
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|
1739 checking performed) |
|
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|
1740 3. View checks are performed in index pages for each item being displayed |
|
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|
1741 such that if the user does not have permission, the row is not rendered. |
|
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|
1742 4. View checks are performed at the top of item pages for the Item being |
|
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|
1743 displayed. If the user does not have permission, the text "You are not |
|
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|
1744 allowed to view this page." will be displayed. |
|
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|
1745 5. View checks are performed at the top of index pages for the Class being |
|
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|
1746 displayed. If the user does not have permission, the text "You are not |
|
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|
1747 allowed to view this page." will be displayed. |
|
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|
1748 |
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1749 |
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|
1750 New User Roles |
|
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|
1751 -------------- |
|
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1752 |
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|
1753 New users are assigned the Roles defined in the config file as: |
|
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1754 |
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|
1755 - NEW_WEB_USER_ROLES |
|
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|
1756 - NEW_EMAIL_USER_ROLES |
|
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1757 |
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|
1758 The `users may only edit their issues |
|
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|
1759 <customizing.html#users-may-only-edit-their-issues>`_ example shows |
|
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|
1760 customisation of these parameters. |
|
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1761 |
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1762 |
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|
1763 Changing Access Controls |
|
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|
1764 ------------------------ |
|
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1765 |
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|
1766 You may alter the configuration variables to change the Role that new |
|
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|
1767 web or email users get, for example to not give them access to the web |
|
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|
1768 interface if they register through email. |
|
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|
1769 |
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|
1770 You may use the ``roundup-admin`` "``security``" command to display the |
|
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|
1771 current Role and Permission configuration in your tracker. |
|
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|
1772 |
|
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|
1773 |
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|
1774 Adding a new Permission |
|
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|
1775 ~~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
1776 |
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|
1777 When adding a new Permission, you will need to: |
|
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1778 |
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|
1779 1. add it to your tracker's ``schema.py`` so it is created, using |
|
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|
1780 ``security.addPermission``, for example:: |
|
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1781 |
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|
1782 db.security.addPermission(name="View", klass='frozzle', |
|
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|
1783 description="User is allowed to access frozzles") |
|
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|
1784 |
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|
1785 will set up a new "View" permission on the Class "frozzle". |
|
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|
1786 2. enable it for the Roles that should have it (verify with |
|
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|
1787 "``roundup-admin security``") |
|
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|
1788 3. add it to the relevant HTML interface templates |
|
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1789 4. add it to the appropriate xxxPermission methods on in your tracker |
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1790 interfaces module |
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1791 |
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1792 The ``addPermission`` method takes a few optional parameters: |
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1793 |
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1794 **properties** |
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1795 A sequence of property names that are the only properties to apply the |
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1796 new Permission to (eg. ``... klass='user', properties=('name', |
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1797 'email') ...``) |
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1798 **props_only** |
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1799 A boolean value (set to false by default) that is a new feature |
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1800 in Roundup 1.6. |
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1801 A permission defined using: |
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1802 |
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1803 ``properties=('list', 'of', 'property', 'names')`` |
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1804 |
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1805 is used to determine access for things other than just those |
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1806 properties. For example a check for View permission on the issue |
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1807 class or an issue item can use any View permission for the issue |
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1808 class even if that permission has a property list. This can be |
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1809 confusing and surprising as you would think that a permission |
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1810 including properties would be used only for determining the |
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1811 access permission for those properties. |
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1812 |
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1813 ``roundup-admin security`` will report invalid properties for the |
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1814 class. For example a permission with an invalid summary property is |
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1815 presented as:: |
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1816 |
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1817 Allowed to see content of object regardless of spam status |
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1818 (View for "file": ('content', 'summary') only) |
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1819 |
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1820 **Invalid properties for file: ['summary'] |
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1821 |
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1822 Setting ``props_only=True`` will make the permission valid only for |
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1823 those properties. |
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1824 |
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1825 If you use a lot of permissions with property checks, it can be |
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1826 difficult to change all of them. Calling the function: |
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1827 |
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1828 db.security.set_props_only_default(True) |
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1829 |
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1830 at the top of ``schema.py`` will make every permission creation |
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1831 behave as though props_only was set to True. It is expected that the |
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1832 default of True will become the default in a future Roundup release. |
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1833 **check** |
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1834 A function to be executed which returns boolean determining whether |
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1835 the Permission is allowed. If it returns True, the permission is |
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1836 allowed, if it returns False the permission is denied. The function |
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1837 can have one of two signatures:: |
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1838 |
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1839 check(db, userid, itemid) |
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1840 |
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1841 or:: |
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1842 |
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1843 check(db, userid, itemid, **ctx) |
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1844 |
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1845 where ``db`` is a handle on the open database, ``userid`` is |
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1846 the user attempting access and ``itemid`` is the specific item being |
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1847 accessed. If the second form is used the ``ctx`` dictionary is |
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1848 defined with the following values:: |
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1849 |
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1850 ctx['property'] the name of the property being checked or None if |
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1851 it's a class check. |
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1852 |
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1853 ctx['classname'] the name of the class that is being checked |
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1854 (issue, query ....). |
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1855 |
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1856 ctx['permission'] the name of the permission (e.g. View, Edit...). |
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1857 |
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1858 The second form is preferred as it makes it easier to implement more |
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1859 complex permission schemes. An example of the use of ``ctx`` can be |
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1860 found in the ``upgrading.txt`` or `upgrading.html`_ document. |
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1861 |
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1862 .. _`upgrading.html`: upgrading.html |
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1863 |
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1864 Example Scenarios |
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1865 ~~~~~~~~~~~~~~~~~ |
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1866 |
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1867 See the `examples <customizing.html#examples>`_ section for longer |
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1868 examples of customisation. |
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1869 |
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1870 **anonymous access through the e-mail gateway** |
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1871 Give the "anonymous" user the "Email Access", ("Edit", "issue") and |
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1872 ("Create", "msg") Permissions but do not not give them the ("Create", |
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1873 "user") Permission. This means that when an unknown user sends email |
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1874 into the tracker, they're automatically logged in as "anonymous". |
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1875 Since they don't have the ("Create", "user") Permission, they won't |
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1876 be automatically registered, but since "anonymous" has permission to |
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1877 use the gateway, they'll still be able to submit issues. Note that |
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1878 the Sender information - their email address - will not be available |
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1879 - they're *anonymous*. |
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1880 |
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1881 **automatic registration of users in the e-mail gateway** |
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1882 By giving the "anonymous" user the ("Register", "user") Permission, any |
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1883 unidentified user will automatically be registered with the tracker |
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1884 (with no password, so they won't be able to log in through |
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1885 the web until an admin sets their password). By default new Roundup |
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1886 trackers don't allow this as it opens them up to spam. It may be enabled |
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1887 by uncommenting the appropriate addPermissionToRole in your tracker's |
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1888 ``schema.py`` file. The new user is given the Roles list defined in the |
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1889 "new_email_user_roles" config variable. |
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1890 |
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1891 **only developers may be assigned issues** |
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1892 Create a new Permission called "Fixer" for the "issue" class. Create a |
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1893 new Role "Developer" which has that Permission, and assign that to the |
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1894 appropriate users. Filter the list of users available in the assignedto |
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1895 list to include only those users. Enforce the Permission with an |
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1896 auditor. See the example |
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1897 `restricting the list of users that are assignable to a task |
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1898 <customizing.html#restricting-the-list-of-users-that-are-assignable-to-a-task>`_. |
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1899 |
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1900 **only managers may sign off issues as complete** |
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1901 Create a new Permission called "Closer" for the "issue" class. Create a |
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1902 new Role "Manager" which has that Permission, and assign that to the |
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1903 appropriate users. In your web interface, only display the "resolved" |
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1904 issue state option when the user has the "Closer" Permissions. Enforce |
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1905 the Permission with an auditor. This is very similar to the previous |
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1906 example, except that the web interface check would look like:: |
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1907 |
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1908 <option tal:condition="python:request.user.hasPermission('Closer')" |
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1909 value="resolved">Resolved</option> |
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1910 |
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1911 **don't give web access to users who register through email** |
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1912 Create a new Role called "Email User" which has all the Permissions of |
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1913 the normal "User" Role minus the "Web Access" Permission. This will |
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1914 allow users to send in emails to the tracker, but not access the web |
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1915 interface. |
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1916 |
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1917 **let some users edit the details of all users** |
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1918 Create a new Role called "User Admin" which has the Permission for |
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1919 editing users:: |
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1920 |
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1921 db.security.addRole(name='User Admin', description='Managing users') |
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1922 p = db.security.getPermission('Edit', 'user') |
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1923 db.security.addPermissionToRole('User Admin', p) |
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1924 |
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1925 and assign the Role to the users who need the permission. |
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1926 |
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1927 |
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1928 Web Interface |
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1929 ============= |
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1930 |
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1931 .. contents:: |
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1932 :local: |
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1933 |
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1934 The web interface is provided by the ``roundup.cgi.client`` module and |
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1935 is used by ``roundup.cgi``, ``roundup-server`` and ``ZRoundup`` |
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1936 (``ZRoundup`` is broken, until further notice). In all cases, we |
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1937 determine which tracker is being accessed (the first part of the URL |
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1938 path inside the scope of the CGI handler) and pass control on to the |
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1939 ``roundup.cgi.client.Client`` class - which handles the rest of the |
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1940 access through its ``main()`` method. This means that you can do pretty |
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1941 much anything you want as a web interface to your tracker. |
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1942 |
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1943 |
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1944 |
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1945 Repercussions of changing the tracker schema |
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1946 --------------------------------------------- |
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1947 |
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1948 If you choose to change the `tracker schema`_ you will need to ensure |
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1949 the web interface knows about it: |
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1950 |
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1951 1. Index, item and search pages for the relevant classes may need to |
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1952 have properties added or removed, |
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1953 2. The "page" template may require links to be changed, as might the |
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1954 "home" page's content arguments. |
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1955 |
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1956 |
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1957 How requests are processed |
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1958 -------------------------- |
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1959 |
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1960 The basic processing of a web request proceeds as follows: |
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1961 |
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1962 1. figure out who we are, defaulting to the "anonymous" user |
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1963 2. figure out what the request is for - we call this the "context" |
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1964 3. handle any requested action (item edit, search, ...) |
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1965 4. render the template requested by the context, resulting in HTML |
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1966 output |
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1967 |
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1968 In some situations, exceptions occur: |
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1969 |
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1970 - HTTP Redirect (generally raised by an action) |
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1971 the URL to redirect to is the first argument of the exception. |
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1972 - SendFile (generally raised by ``determine_context``) |
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1973 here we serve up a FileClass "content" property |
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1974 - SendStaticFile (generally raised by ``determine_context``) |
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1975 here we serve up a file from the tracker "html" directory |
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1976 - Unauthorised (generally raised by an action) |
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1977 here the action is cancelled, the request is rendered and an error |
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1978 message is displayed indicating that permission was not granted for |
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1979 the action to take place |
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1980 - NotFound (raised wherever it needs to be) |
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1981 this exception percolates up to the CGI interface that called the |
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1982 client |
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1983 |
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1984 |
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1985 Roundup URL design |
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1986 ------------------ |
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1987 |
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1988 Each tracker has several hardcoded URLs. These three are equivalent and |
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1989 lead to the main tracker page: |
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1990 |
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1991 1. ``/`` |
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1992 2. ``/index`` |
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1993 3. ``/home`` |
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1994 |
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1995 The following prefix is used to access static resources: |
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1996 |
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1997 4. ``/@@file/`` |
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1998 |
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1999 Two additional url's are used for the API's. |
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2000 The `REST api`_ is accessed via: |
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2001 |
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2002 5. ``/rest/`` |
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2003 |
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2004 .. _`REST api`: rest.html |
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2005 |
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2006 and the `XMLRPC api`_ is available at: |
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2007 |
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2008 6. ``/xmlrpc`` |
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2009 |
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2010 .. _`XMLRPC api`: xmlrpc.html |
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2011 |
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2012 All other URLs depend on the classes configured in Roundup database. |
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|
2013 Each class receives two URLs - one for the class itself and another |
|
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|
2014 for specific items of that class. Example for class URL: |
|
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|
2015 |
|
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|
2016 7. ``/issue`` |
|
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|
2017 |
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|
2018 This is usually used to show listings of class items. The URL for |
|
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|
2019 for specific object of issue class with id 1 will look like: |
|
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|
2020 |
|
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|
2021 8. ``/issue1`` |
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2022 |
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2023 .. _strip_zeros: |
|
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2024 |
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|
2025 Note that a leading string of 0's will be stripped from the id part of |
|
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2026 the object :term:`designator` in the URL. E.G. ``/issue001`` is the |
|
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2027 same as ``/issue1``. Similarly for ``/file01`` etc. However you |
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2028 should generate URL's without the extra zeros. |
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2029 |
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|
2030 Determining web context |
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|
2031 ----------------------- |
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2032 |
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2033 To determine the "context" of a request (what request is for), we look at |
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2034 the URL path after the tracker root and at ``@template`` request |
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2035 parameter. Typical URL paths look like: |
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2036 |
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|
2037 1. ``/tracker/issue`` |
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|
2038 2. ``/tracker/issue1`` |
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2039 3. ``/tracker/@@file/style.css`` |
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2040 4. ``/cgi-bin/roundup.cgi/tracker/file1`` |
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2041 5. ``/cgi-bin/roundup.cgi/tracker/file1/kitten.png`` |
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2042 |
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2043 where tracker root is ``/tracker/`` or ``/cgi-bin/roundup.cgi/tracker/`` |
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2044 We're looking at "issue", "issue1", "@@file/style.css", "file1" and |
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|
2045 "file1/kitten.png" in the cases above. |
|
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2046 |
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|
2047 1. with is no path we are in the "home" context. See `the "home" |
|
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2048 context`_ below for details. "index" or "home" paths may also be used |
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2049 to switch into "home" context. |
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2050 2. for paths starting with "@@file" the additional path entry ("style.css" |
|
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|
2051 in the example above) specifies the static file to be served |
|
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2052 from the tracker TEMPLATES directory (or STATIC_FILES, if configured). |
|
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2053 This is usually the tracker's "html" directory. Internally this works |
|
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2054 by raising SendStaticFile exception. |
|
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|
2055 3. if there is something in the path (as in example 1, "issue"), it |
|
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2056 identifies the tracker class to display. |
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|
2057 4. if the path is an item designator (as in examples 2 and 4, "issue1" |
|
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|
2058 and "file1"), then we're to display a specific item. |
|
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|
2059 :ref:`Note. <strip_zeros>` |
|
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2060 5. if the path starts with an item designator and is longer than one |
|
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2061 entry (as in example 5, "file1/kitten.png"), then we're assumed to be |
|
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|
2062 handling an item of a ``FileClass``, and the extra path information |
|
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|
2063 gives the filename that the client is going to label the download |
|
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|
2064 with (i.e. "file1/kitten.png" is nicer to download than "file1"). |
|
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|
2065 This raises a ``SendFile`` exception. |
|
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2066 |
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|
2067 Neither 2. or 5. use templates and stop before the template is |
|
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|
2068 determined. For other contexts the template used is specified by the |
|
f3c9ba5db30b
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|
2069 ``@template`` variable, which defaults to: |
|
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|
2070 |
|
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|
2071 - only classname supplied: "index" |
|
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|
2072 - full item designator supplied: "item" |
|
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|
2073 |
|
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|
2074 |
|
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|
2075 The "home" Context |
|
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|
2076 ------------------ |
|
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|
2077 |
|
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|
2078 The "home" context is special because it allows you to add templated |
|
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|
2079 pages to your tracker that don't rely on a class or item (ie. an issues |
|
f3c9ba5db30b
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|
2080 list or specific issue). |
|
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|
2081 |
|
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|
2082 Let's say you wish to add frames to control the layout of your tracker's |
|
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|
2083 interface. You'd probably have: |
|
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2084 |
|
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|
2085 - A top-level frameset page. This page probably wouldn't be templated, so |
|
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|
2086 it could be served as a static file (see `serving static content`_) |
|
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|
2087 - A sidebar frame that is templated. Let's call this page |
|
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|
2088 "home.navigation.html" in your tracker's "html" directory. To load that |
|
7363
23abe048d1de
Fix missing pre block for url.
John Rouillard <rouilj@ieee.org>
parents:
7359
diff
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|
2089 page up, you use the URL:: |
|
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|
2090 |
|
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|
2091 <tracker url>/home?@template=navigation |
|
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2092 |
|
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|
2093 |
|
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|
2094 Serving static content |
|
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|
2095 ---------------------- |
|
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|
2096 |
|
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|
2097 See the previous section `determining web context`_ where it describes |
|
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|
2098 ``@@file`` paths. |
|
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|
2099 |
|
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|
2100 These files are served without any permission checks. Any user on the |
|
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|
2101 internet with the url can download the file. |
|
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|
2102 |
|
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|
2103 This is rarely an issue since the html templates are just source code |
|
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|
2104 and much of it can be found in the Roundup repository. Other |
|
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|
2105 decoration (logos, stylesheets) are similarly not security sensitive. |
|
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|
2106 You can use the static_files setting in config.ini to eliminate |
|
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|
2107 access to the templates directory if desired. |
|
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|
2108 |
|
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|
2109 If a file resolves to a symbolic link, it is not served. |
|
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|
2110 |
|
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|
2111 Performing actions in web requests |
|
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|
2112 ---------------------------------- |
|
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|
2113 |
|
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|
2114 When a user requests a web page, they may optionally also request for an |
|
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|
2115 action to take place. As described in `how requests are processed`_, the |
|
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|
2116 action is performed before the requested page is generated. Actions are |
|
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|
2117 triggered by using a ``@action`` CGI variable, where the value is one |
|
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|
2118 of: |
|
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|
2119 |
|
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|
2120 **login** |
|
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|
2121 Attempt to log a user in. |
|
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2122 |
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2123 **logout** |
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2124 Log the user out - make them "anonymous". |
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2125 |
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2126 **register** |
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2127 Attempt to create a new user based on the contents of the form and then |
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2128 log them in. |
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2129 |
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2130 **edit** |
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2131 Perform an edit of an item in the database. There are some `special form |
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2132 variables`_ you may use. Also you can set the ``__redirect_to`` form |
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2133 variable to the URL that should be displayed after the edit is succesfully |
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2134 completed. If you wanted to edit a sequence of issues, users etc. this |
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2135 could be used to display the next item in the sequence to the user. |
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2136 |
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2137 **new** |
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2138 Add a new item to the database. You may use the same `special form |
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2139 variables`_ as in the "edit" action. Also you can set the |
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2140 ``__redirect_to`` form variable to the URL that should be displayed after |
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2141 the new item is created. This is useful if you want to create another |
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2142 item rather than edit the newly created item. |
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2143 |
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2144 **retire** |
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2145 Retire the item in the database. |
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2146 |
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2147 **editCSV** |
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2148 Performs an edit of all of a class' items in one go. See also the |
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2149 *class*.csv templating method which generates the CSV data to be |
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2150 edited, and the ``'_generic.index'`` template which uses both of these |
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2151 features. |
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2152 |
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2153 **search** |
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2154 Mangle some of the form variables: |
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2155 |
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2156 - Set the form ":filter" variable based on the values of the filter |
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2157 variables - if they're set to anything other than "dontcare" then add |
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2158 them to :filter. |
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2159 |
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2160 - Also handle the ":queryname" variable and save off the query to the |
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2161 user's query list. |
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2162 |
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2163 Each of the actions is implemented by a corresponding ``*XxxAction*`` (where |
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2164 "Xxx" is the name of the action) class in the ``roundup.cgi.actions`` module. |
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2165 These classes are registered with ``roundup.cgi.client.Client``. If you need |
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2166 to define new actions, you may add them there (see `defining new |
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2167 web actions`_). |
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2168 |
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2169 Each action class also has a ``*permission*`` method which determines whether |
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2170 the action is permissible given the current user. The base permission checks |
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2171 for each action are: |
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2172 |
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2173 **login** |
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2174 Determine whether the user has the "Web Access" Permission. |
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2175 **logout** |
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2176 No permission checks are made. |
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2177 **register** |
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2178 Determine whether the user has the ("Create", "user") Permission. |
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2179 **edit** |
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|
2180 Determine whether the user has permission to edit this item. If we're |
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2181 editing the "user" class, users are allowed to edit their own details - |
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2182 unless they try to edit the "roles" property, which requires the |
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2183 special Permission "Web Roles". |
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2184 **new** |
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|
2185 Determine whether the user has permission to create this item. No |
|
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2186 additional property checks are made. Additionally, new user items may |
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2187 be created if the user has the ("Create", "user") Permission. |
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|
2188 **editCSV** |
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|
2189 Determine whether the user has permission to edit this class. |
|
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2190 **search** |
|
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|
2191 Determine whether the user has permission to view this class. |
|
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2192 |
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|
2193 Protecting users from web application attacks |
|
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|
2194 --------------------------------------------- |
|
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2195 |
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|
2196 There is a class of attacks known as Cross Site Request Forgeries |
|
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|
2197 (CSRF). Malicious code running in the browser can making a |
|
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|
2198 request to Roundup while you are logged into Roundup. The |
|
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|
2199 malicious code piggy backs on your existing Roundup session to |
|
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2200 make changes without your knowledge. Roundup 1.6 has support for |
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|
2201 defending against this by analyzing the |
|
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2202 |
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|
2203 * Referer, |
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2204 * Origin, and |
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2205 * Host or |
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|
2206 * X-Forwarded-Host |
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2207 |
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|
2208 HTTP headers. It compares the headers to the value of the web setting |
|
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|
2209 in the [tracker] section of the tracker's ``config.ini``. |
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2210 |
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2211 Also a per form token (also called a nonce) can be enabled for |
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|
2212 the tracker using the ``csrf_enforce_token`` option in |
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|
2213 config.ini. When enabled, Roundup will validate a hidden form |
|
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|
2214 field called ``@csrf``. If the validation fails (or the token |
|
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2215 is used more than once) the request is rejected. The ``@csrf`` |
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2216 input field is added automatically by calling the ``submit`` |
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|
2217 function/path. It can also be added manually by calling |
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|
2218 anti_csrf_nonce() directly. For example:: |
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2219 |
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|
2220 <input name="@csrf" type="hidden" |
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|
2221 tal:attributes="value python:utils.anti_csrf_nonce(lifetime=10)"> |
|
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|
2222 |
|
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|
2223 By default a nonce lifetime is 2 weeks. However the lifetime (in |
|
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2224 minutes) can be set by passing a lifetime argument as shown |
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2225 above. The example above makes the nonce lifetime 10 minutes. |
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2226 |
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|
2227 Search for @csrf in this document for more examples. There are |
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|
2228 more examples and information in ``upgrading.txt``. |
|
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2229 |
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|
2230 The token protects you because malicious code supplied by another |
|
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|
2231 site is unable to obtain the token. Thus many attempts they make |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2232 to submit a request are rejected. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2233 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2234 The protection on the xmlrpc interface is untested, but is based |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2235 on a valid header check against the Roundup url and the presence |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2236 of the ``X-REQUESTED-WITH`` header. Work to improve this is a |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2237 future project after the 1.6 release. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2238 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2239 The enforcement levels can be modified in ``config.ini``. Refer to |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2240 that file for details. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2241 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2242 Special form variables |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2243 ---------------------- |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2244 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2245 Item properties and their values are edited with html FORM |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2246 variables and their values. You can: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2247 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2248 - Change the value of some property of the current item. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2249 - Create a new item of any class, and edit the new item's |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2250 properties, |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2251 - Attach newly created items to a multilink property of the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2252 current item. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2253 - Remove items from a multilink property of the current item. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2254 - Specify that some properties are required for the edit |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2255 operation to be successful. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2256 - Redirect to a different page after creating a new item (new action |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2257 only, not edit action). Usually you end up on the page for the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2258 created item. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2259 - Set up user interface locale. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2260 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2261 These operations will only take place if the form action (the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2262 ``@action`` variable) is "edit" or "new". |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2263 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2264 In the following, <bracketed> values are variable, "@" may be |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2265 either ":" or "@", and other text "required" is fixed. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2266 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2267 Two special form variables are used to specify user language preferences: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2268 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2269 ``@language`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2270 value may be locale name or ``none``. If this variable is set to |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2271 locale name, web interface language is changed to given value |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2272 (provided that appropriate translation is available), the value |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2273 is stored in the browser cookie and will be used for all following |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2274 requests. If value is ``none`` the cookie is removed and the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2275 language is changed to the tracker default, set up in the tracker |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2276 configuration or OS environment. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2277 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2278 ``@charset`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2279 value may be character set name or ``none``. Character set name |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2280 is stored in the browser cookie and sets output encoding for all |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2281 HTML pages generated by Roundup. If value is ``none`` the cookie |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2282 is removed and HTML output is reset to Roundup internal encoding |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2283 (UTF-8). |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2284 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2285 Most properties are specified as form variables: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2286 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2287 ``<propname>`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2288 property on the current context item |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2289 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2290 ``<designator>"@"<propname>`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2291 property on the indicated item (for editing related information) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2292 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2293 Designators name a specific item of a class. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2294 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2295 ``<classname><N>`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2296 Name an existing item of class <classname>. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2297 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2298 ``<classname>"-"<N>`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2299 Name the <N>th new item of class <classname>. If the form |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2300 submission is successful, a new item of <classname> is |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2301 created. Within the submitted form, a particular |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2302 designator of this form always refers to the same new |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2303 item. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2304 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2305 Once we have determined the "propname", we look at it to see |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2306 if it's special: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2307 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2308 ``@required`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2309 The associated form value is a comma-separated list of |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2310 property names that must be specified when the form is |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2311 submitted for the edit operation to succeed. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2312 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2313 When the <designator> is missing, the properties are |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2314 for the current context item. When <designator> is |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2315 present, they are for the item specified by |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2316 <designator>. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2317 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2318 The "@required" specifier must come before any of the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2319 properties it refers to are assigned in the form. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2320 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2321 ``@remove@<propname>=id(s)`` or ``@add@<propname>=id(s)`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2322 The "@add@" and "@remove@" edit actions apply only to |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2323 Multilink properties. The form value must be a |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2324 comma-separate list of keys for the class specified by |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2325 the simple form variable. The listed items are added |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2326 to (respectively, removed from) the specified |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2327 property. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2328 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2329 ``@link@<propname>=<designator>`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2330 If the edit action is "@link@", the simple form |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2331 variable must specify a Link or Multilink property. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2332 The form value is a comma-separated list of |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2333 designators. The item corresponding to each |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2334 designator is linked to the property given by simple |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2335 form variable. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2336 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2337 None of the above (ie. just a simple form value) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2338 The value of the form variable is converted |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2339 appropriately, depending on the type of the property. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2340 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2341 For a Link('klass') property, the form value is a |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2342 single key for 'klass', where the key field is |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2343 specified in schema.py. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2344 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2345 For a Multilink('klass') property, the form value is a |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2346 comma-separated list of keys for 'klass', where the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2347 key field is specified in schema.py. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2348 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2349 Note that for simple-form-variables specifiying Link |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2350 and Multilink properties, the linked-to class must |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2351 have a key field. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2352 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2353 For a String() property specifying a filename, the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2354 file named by the form value is uploaded. This means we |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2355 try to set additional properties "filename" and "type" (if |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2356 they are valid for the class). Otherwise, the property |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2357 is set to the form value. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2358 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2359 For Date(), Interval(), Boolean(), Integer() and Number() |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2360 properties, the form value is converted to the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2361 appropriate value. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2362 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2363 Any of the form variables may be prefixed with a classname or |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2364 designator. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2365 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2366 Setting the form variable: ``__redirect_to=`` to a url when |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2367 @action=new redirects the user to the specified url after successfully |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2368 creating the new item. This is useful if you want the user to create |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2369 another item rather than edit the newly created item. Note that the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2370 url assigned to ``__redirect_to`` must be url encoded/quoted and be |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2371 under the tracker's base url. If the base_url uses http, you can set |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2372 the url to https. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2373 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2374 Two special form values are supported for backwards compatibility: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2375 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2376 @note |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2377 This is equivalent to:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2378 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2379 @link@messages=msg-1 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2380 msg-1@content=value |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2381 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2382 which is equivalent to the html:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2383 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2384 <textarea name="msg-1@content"></textarea> |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2385 <input type="hidden" name="@link@messages" value="msg-1"> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2386 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2387 except that in addition, the "author" and "date" properties of |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2388 "msg-1" are set to the userid of the submitter, and the current |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2389 time, respectively. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2390 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2391 @file |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2392 This is equivalent to:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2393 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2394 @link@files=file-1 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2395 file-1@content=value |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2396 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2397 by adding the HTML:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2398 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2399 <input type="file" name="file-1@content"> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2400 <input type="hidden" name="@link@files" value="file-1"> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2401 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2402 The String content value is handled as described above for file |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2403 uploads. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2404 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2405 If both the "@note" and "@file" form variables are |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2406 specified, the action:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2407 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2408 msg-1@link@files=file-1 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2409 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2410 is also performed. This would be expressed in HTML with:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2411 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2412 <input type="hidden" name="msg-1@link@files" value="file-1"> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2413 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2414 We also check that FileClass items have a "content" property with |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2415 actual content, otherwise we remove them from all_props before |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2416 returning. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2417 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2418 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2419 Default templates |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2420 ----------------- |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2421 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2422 The default templates are html4 compliant. If you wish to change them to be |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2423 xhtml compliant, you'll need to change the ``html_version`` configuration |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2424 variable in ``config.ini`` to ``'xhtml'`` instead of ``'html4'``. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2425 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2426 Most customisation of the web view can be done by modifying the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2427 templates in the tracker ``'html'`` directory. There are several types |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2428 of files in there. The *minimal* template includes: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2429 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2430 **page.html** |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2431 This template usually defines the overall look of your tracker. When |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2432 you view an issue, it appears inside this template. When you view an |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2433 index, it also appears inside this template. This template defines a |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2434 macro called "icing" which is used by almost all other templates as a |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2435 coating for their content, using its "content" slot. It also defines |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2436 the "head_title" and "body_title" slots to allow setting of the page |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2437 title. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2438 **home.html** |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2439 the default page displayed when no other page is indicated by the user |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2440 **home.classlist.html** |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
2441 a special version of the default page that lists the classes in the |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2442 tracker |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2443 **classname.item.html** |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2444 displays an item of the *classname* class |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2445 **classname.index.html** |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2446 displays a list of *classname* items |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2447 **classname.search.html** |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2448 displays a search page for *classname* items |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2449 **_generic.index.html** |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2450 used to display a list of items where there is no |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2451 ``*classname*.index`` available |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2452 **_generic.help.html** |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2453 used to display a "class help" page where there is no |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2454 ``*classname*.help`` |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2455 **user.register.html** |
|
f3c9ba5db30b
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2456 a special page just for the user class, that renders the registration |
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2457 page |
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2458 **style.css** |
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2459 a static file that is served up as-is |
|
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2460 |
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|
2461 The *classic* template has a number of additional templates. |
|
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2462 |
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2463 Remember that you can create any template extension you want to, |
|
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2464 so if you just want to play around with the templating for new issues, |
|
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2465 you can copy the current "issue.item" template to "issue.test", and then |
|
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|
2466 access the test template using the "@template" URL argument:: |
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2467 |
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2468 http://your.tracker.example/tracker/issue?@template=test |
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2469 |
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2470 and it won't affect your users using the "issue.item" template. |
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2471 |
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2472 You can also put templates into a subdirectory of the template |
|
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2473 directory. So if you specify:: |
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2474 |
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2475 http://your.tracker.example/tracker/issue?@template=test/item |
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2476 |
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2477 you will use the template at: ``test/issue.item.html``. If that |
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2478 template doesn't exit it will try to use |
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2479 ``test/_generic.item.html``. If that template doesn't exist |
|
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2480 it will return an error. |
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2481 |
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2482 Implementing Modal Editing Using @template |
|
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2483 ------------------------------------------ |
|
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2484 |
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2485 Many item templates allow you to edit the item. They contain |
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|
2486 code that renders edit boxes if the user has edit permissions. |
|
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2487 Otherwise the template will just display the item information. |
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2488 |
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2489 In some cases you want to do a modal edit. The user has to take some |
|
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2490 action (click a button or follow a link) to shift from display mode to |
|
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2491 edit mode. When the changes are submitted, ending the edit mode, |
|
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2492 the user is returned to display mode. |
|
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2493 |
|
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2494 Modal workflows usually slow things down and are not implemented by |
|
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2495 default templates. However for some workflows a modal edit is useful. |
|
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2496 For example a batch edit mode that allows the user to edit a number of |
|
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|
2497 issues all from one form could be implemented as a modal workflow of: |
|
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2498 |
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2499 * search for issues to modify |
|
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2500 * switch to edit mode and change values |
|
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2501 * exit back to the results of the search |
|
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2502 |
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|
2503 To implement the modal edit, assume you have an issue.edit.html |
|
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|
2504 template that implements an edit form. On the display page (a version |
|
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|
2505 of issue.item.html modified to only display information) add a link |
|
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|
2506 that calls the display url, but adds ``@template=edit`` to the link. |
|
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2507 |
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|
2508 This will now display the edit page. On the edit page you want to add |
|
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|
2509 a hidden text field to your form named ``@template`` with the value: |
|
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|
2510 ``item|edit``. When the form is submitted it is validated. If the |
|
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|
2511 form is correct the user will see the item rendered using the item |
|
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|
2512 template. If there is an error (validation failed) the item will be |
|
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|
2513 rendered using the edit template. The edit template that is rendered |
|
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|
2514 will display all the changes that the user made to the form before it |
|
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|
2515 was submitted. The user can correct the error and resubmit the changes |
|
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|
2516 until the form validates. |
|
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|
2517 |
|
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|
2518 If the form failed to validate but the ``@template`` field had the |
|
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|
2519 value ``item`` the user would still see the error, but all of the data |
|
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|
2520 the user entered would be discarded. The user would have to redo all |
|
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|
2521 the edits again. |
|
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|
2522 |
|
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|
2523 |
|
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|
2524 How the templates work |
|
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|
2525 ---------------------- |
|
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|
2526 |
|
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|
2527 |
|
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|
2528 Templating engines |
|
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|
2529 ~~~~~~~~~~~~~~~~~~ |
|
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2530 |
|
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|
2531 Since version 1.4.20 Roundup supports two templating engines: |
|
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2532 |
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|
2533 * the original `Template Attribute Language`_ (TAL) engine from Zope |
|
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|
2534 * the standalone Chameleon templating engine. Chameleon is intended |
|
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|
2535 as a replacement for the original TAL engine, and supports the |
|
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|
2536 same syntax, but they are not 100% compatible. The major (and most |
|
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|
2537 likely the only) incompatibility is the default expression type being |
|
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|
2538 ``python:`` instead of ``path:``. See also "Incompatibilities and |
|
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|
2539 differences" section of `Chameleon documentation`__. |
|
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2540 |
|
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|
2541 Version 1.5.0 added experimental support for the `jinja2`_ templating |
|
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|
2542 language. You must install the `jinja2`_ module in order to use it. The |
|
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|
2543 ``jinja2`` template supplied with Roundup has the templates rewritten |
|
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|
2544 to use ``jinja2`` rather than TAL. A number of trackers are running |
|
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|
2545 using ``jinja2`` templating so it is considered less experimental than |
|
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|
2546 Chameleon templating. |
|
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2547 |
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|
2548 .. _jinja2: https://palletsprojects.com/p/jinja/ |
|
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2549 |
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2550 |
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|
2551 **NOTE1**: For historical reasons, examples given below assumes path |
|
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|
2552 expression as default expression type. With Chameleon you have to manually |
|
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|
2553 resolve the path expressions. A Chameleon-based, z3c.pt, that is fully |
|
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|
2554 compatible with the old TAL implementation, is planned to be included in a |
|
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|
2555 future release. |
|
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2556 |
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|
2557 **NOTE2**: As of 1.4.20 Chameleon support is highly experimental and **not** |
|
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|
2558 recommended for production use. |
|
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2559 |
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|
2560 .. _Chameleon: |
|
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|
2561 https://pypi.org/project/Chameleon/ |
|
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|
2562 .. _z3c.pt: |
|
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|
2563 https://pypi.org/project/z3c.pt/ |
|
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|
2564 __ https://chameleon.readthedocs.io/en/latest/reference.html?highlight=differences#incompatibilities-and-differences |
|
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2565 .. _TAL: |
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2566 .. _Template Attribute Language: |
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2567 https://pagetemplates.readthedocs.io/en/latest/history/TALSpecification14.html |
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2568 |
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2569 |
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|
2570 Basic Templating Actions |
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2571 ~~~~~~~~~~~~~~~~~~~~~~~~ |
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2572 |
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2573 Roundup's templates consist of special attributes on the HTML tags. |
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2574 These attributes form the **Template Attribute Language**, or TAL. |
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2575 The basic TAL commands are: |
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2576 |
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2577 **tal:define="variable expression; variable expression; ..."** |
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2578 Define a new variable that is local to this tag and its contents. For |
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2579 example:: |
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2580 |
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2581 <html tal:define="title request/description"> |
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2582 <head><title tal:content="title"></title></head> |
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2583 </html> |
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2584 |
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2585 In this example, the variable "title" is defined as the result of the |
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2586 expression "request/description". The "tal:content" command inside the |
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2587 <html> tag may then use the "title" variable. |
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2588 |
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2589 **tal:condition="expression"** |
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2590 Only keep this tag and its contents if the expression is true. For |
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2591 example:: |
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2592 |
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2593 <p tal:condition="python:request.user.hasPermission('View', 'issue')"> |
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2594 Display some issue information. |
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2595 </p> |
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2596 |
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2597 In the example, the <p> tag and its contents are only displayed if |
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2598 the user has the "View" permission for issues. We consider the number |
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2599 zero, a blank string, an empty list, and the built-in variable |
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2600 nothing to be false values. Nearly every other value is true, |
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2601 including non-zero numbers, and strings with anything in them (even |
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2602 spaces!). |
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2603 |
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2604 **tal:repeat="variable expression"** |
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2605 Repeat this tag and its contents for each element of the sequence |
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2606 that the expression returns, defining a new local variable and a |
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2607 special "repeat" variable for each element. For example:: |
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2608 |
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2609 <tr tal:repeat="u user/list"> |
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2610 <td tal:content="u/id"></td> |
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2611 <td tal:content="u/username"></td> |
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2612 <td tal:content="u/realname"></td> |
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2613 </tr> |
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2614 |
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2615 The example would iterate over the sequence of users returned by |
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|
2616 "user/list" and define the local variable "u" for each entry. Using |
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2617 the repeat command creates a new variable called "repeat" which you |
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|
2618 may access to gather information about the iteration. See the section |
|
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|
2619 below on `the repeat variable`_. |
|
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2620 |
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|
2621 **tal:replace="expression"** |
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2622 Replace this tag with the result of the expression. For example:: |
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2623 |
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2624 <span tal:replace="request/user/realname" /> |
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2625 |
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2626 The example would replace the <span> tag and its contents with the |
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2627 user's realname. If the user's realname was "Bruce", then the |
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2628 resultant output would be "Bruce". |
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2629 |
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|
2630 **tal:content="expression"** |
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|
2631 Replace the contents of this tag with the result of the expression. |
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|
2632 For example:: |
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2633 |
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|
2634 <span tal:content="request/user/realname">user's name appears here |
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|
2635 </span> |
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2636 |
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|
2637 The example would replace the contents of the <span> tag with the |
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|
2638 user's realname. If the user's realname was "Bruce" then the |
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|
2639 resultant output would be "<span>Bruce</span>". |
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2640 |
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|
2641 **tal:attributes="attribute expression; attribute expression; ..."** |
|
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2642 Set attributes on this tag to the results of expressions. For |
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2643 example:: |
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2644 |
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|
2645 <a tal:attributes="href string:user${request/user/id}">My Details</a> |
|
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2646 |
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2647 In the example, the "href" attribute of the <a> tag is set to the |
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2648 value of the "string:user${request/user/id}" expression, which will |
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2649 be something like "user123". |
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2650 |
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|
2651 **tal:omit-tag="expression"** |
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2652 Remove this tag (but not its contents) if the expression is true. For |
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2653 example:: |
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2654 |
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|
2655 <span tal:omit-tag="python:1">Hello, world!</span> |
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2656 |
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|
2657 would result in output of:: |
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2658 |
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2659 Hello, world! |
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2660 |
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|
2661 Note that the commands on a given tag are evaulated in the order above, |
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2662 so *define* comes before *condition*, and so on. |
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2663 |
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2664 Additionally, you may include tags such as <tal:block>, which are |
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2665 removed from output. Its content is kept, but the tag itself is not (so |
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|
2666 don't go using any "tal:attributes" commands on it). This is useful for |
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|
2667 making arbitrary blocks of HTML conditional or repeatable (very handy |
|
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|
2668 for repeating multiple table rows, which would otherwise require an |
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|
2669 illegal tag placement to effect the repeat). |
|
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|
2670 |
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|
2671 |
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|
2672 Templating Expressions |
|
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|
2673 ~~~~~~~~~~~~~~~~~~~~~~ |
|
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2674 |
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|
2675 Templating Expressions are covered by `Template Attribute Language |
|
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|
2676 Expression Syntax`_, or TALES. The expressions you may use in the |
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2677 attribute values may be one of the following forms: |
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2678 |
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|
2679 **Path Expressions** - eg. ``item/status/checklist`` |
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2680 These are object attribute / item accesses. Roughly speaking, the |
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2681 path ``item/status/checklist`` is broken into parts ``item``, |
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2682 ``status`` and ``checklist``. The ``item`` part is the root of the |
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2683 expression. We then look for a ``status`` attribute on ``item``, or |
|
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2684 failing that, a ``status`` item (as in ``item['status']``). If that |
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2685 fails, the path expression fails. When we get to the end, the object |
|
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2686 we're left with is evaluated to get a string - if it is a method, it |
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2687 is called; if it is an object, it is stringified. Path expressions |
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2688 may have an optional ``path:`` prefix, but they are the default |
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2689 expression type, so it's not necessary. |
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2690 |
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2691 If an expression evaluates to ``default``, then the expression is |
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2692 "cancelled" - whatever HTML already exists in the template will |
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2693 remain (tag content in the case of ``tal:content``, attributes in the |
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2694 case of ``tal:attributes``). |
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2695 |
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2696 If an expression evaluates to ``nothing`` then the target of the |
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2697 expression is removed (tag content in the case of ``tal:content``, |
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2698 attributes in the case of ``tal:attributes`` and the tag itself in |
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2699 the case of ``tal:replace``). |
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2700 |
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2701 If an element in the path may not exist, then you can use the ``|`` |
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2702 operator in the expression to provide an alternative. So, the |
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2703 expression ``request/form/foo/value | default`` would simply leave |
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2704 the current HTML in place if the "foo" form variable doesn't exist. |
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2705 |
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2706 You may use the python function ``path``, as in |
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2707 ``path("item/status")``, to embed path expressions in Python |
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2708 expressions. |
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2709 |
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2710 **String Expressions** - eg. ``string:hello ${user/name}`` |
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2711 These expressions are simple string interpolations - though they can |
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2712 be just plain strings with no interpolation if you want. The |
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2713 expression in the ``${ ... }`` is just a path expression as above. |
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2714 |
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2715 **Python Expressions** - eg. ``python: 1+1`` |
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2716 These expressions give the full power of Python. All the "root level" |
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2717 variables are available, so ``python:item.status.checklist()`` would |
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2718 be equivalent to ``item/status/checklist``, assuming that |
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2719 ``checklist`` is a method. |
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2720 |
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2721 Modifiers: |
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2722 |
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2723 **structure** - eg. ``structure python:msg.content.plain(hyperlink=1)`` |
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2724 The result of expressions are normally *escaped* to be safe for HTML |
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2725 display (all "<", ">" and "&" are turned into special entities). The |
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2726 ``structure`` expression modifier turns off this escaping - the |
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2727 result of the expression is now assumed to be HTML, which is passed |
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2728 to the web browser for rendering. |
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2729 |
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2730 **not:** - eg. ``not:python:1=1`` |
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2731 This simply inverts the logical true/false value of another |
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2732 expression. |
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2733 |
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2734 .. _TALES: |
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2735 .. _Template Attribute Language Expression Syntax: |
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2736 https://pagetemplates.readthedocs.io/en/latest/history/TALESSpecification13.html |
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2737 |
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2738 |
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2739 Template Macros |
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|
2740 ~~~~~~~~~~~~~~~ |
|
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2741 |
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|
2742 Macros are used in Roundup to save us from repeating the same common |
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|
2743 page stuctures over and over. The most common (and probably only) macro |
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2744 you'll use is the "icing" macro defined in the "page" template. |
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2745 |
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2746 Macros are generated and used inside your templates using special |
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|
2747 attributes similar to the `basic templating actions`_. In this case, |
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|
2748 though, the attributes belong to the `Macro Expansion Template |
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|
2749 Attribute Language`_, or METAL. The macro commands are: |
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2750 |
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|
2751 **metal:define-macro="macro name"** |
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2752 Define that the tag and its contents are now a macro that may be |
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2753 inserted into other templates using the *use-macro* command. For |
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2754 example:: |
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2755 |
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|
2756 <html metal:define-macro="page"> |
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|
2757 ... |
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2758 </html> |
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2759 |
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2760 defines a macro called "page" using the ``<html>`` tag and its |
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2761 contents. Once defined, macros are stored on the template they're |
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|
2762 defined on in the ``macros`` attribute. You can access them later on |
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|
2763 through the ``templates`` variable, eg. the most common |
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|
2764 ``templates/page/macros/icing`` to access the "page" macro of the |
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|
2765 "page" template. |
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2766 |
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|
2767 **metal:use-macro="path expression"** |
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2768 Use a macro, which is identified by the path expression (see above). |
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2769 This will replace the current tag with the identified macro contents. |
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2770 For example:: |
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2771 |
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2772 <tal:block metal:use-macro="templates/page/macros/icing"> |
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2773 ... |
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2774 </tal:block> |
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2775 |
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|
2776 will replace the tag and its contents with the "page" macro of the |
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|
2777 "page" template. |
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2778 |
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|
2779 **metal:define-slot="slot name"** and **metal:fill-slot="slot name"** |
|
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|
2780 To define *dynamic* parts of the macro, you define "slots" which may |
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|
2781 be filled when the macro is used with a *use-macro* command. For |
|
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|
2782 example, the ``templates/page/macros/icing`` macro defines a slot like |
|
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|
2783 so:: |
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2784 |
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|
2785 <title metal:define-slot="head_title">title goes here</title> |
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2786 |
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2787 In your *use-macro* command, you may now use a *fill-slot* command |
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2788 like this:: |
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2789 |
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2790 <title metal:fill-slot="head_title">My Title</title> |
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2791 |
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2792 where the tag that fills the slot completely replaces the one defined |
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2793 as the slot in the macro. |
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2794 |
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2795 Note that you may not mix `METAL`_ and `TAL`_ commands on the same tag, but |
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2796 TAL commands may be used freely inside METAL-using tags (so your |
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2797 *fill-slots* tags may have all manner of TAL inside them). |
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2798 |
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2799 .. _METAL: |
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2800 .. _Macro Expansion Template Attribute Language: |
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2801 https://pagetemplates.readthedocs.io/en/latest/history/TALESSpecification13.html |
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2802 |
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2803 Information available to templates |
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2804 ---------------------------------- |
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2805 |
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2806 This is implemented by ``roundup.cgi.templating.RoundupPageTemplate`` |
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2807 |
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2808 The following variables are available to templates. |
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2809 |
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2810 **context** |
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2811 The current context. This is either None, a `hyperdb class wrapper`_ |
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2812 or a `hyperdb item wrapper`_ |
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2813 |
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2814 **request** |
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2815 Includes information about the current request, including: |
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2816 |
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2817 - the current index information (``filterspec``, ``filter`` |
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2818 args, ``properties``, etc) parsed out of the form. |
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2819 - methods for easy filterspec link generation |
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2820 - "form" |
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2821 The current CGI form information as a mapping of form argument name |
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2822 to value (specifically a cgi.FieldStorage) |
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2823 - "env" the CGI environment variables |
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2824 - "base" the base URL for this instance |
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2825 - "user" a HTMLItem instance for the current user |
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2826 - "language" as determined by the browser or config |
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2827 - "classname" the current classname (possibly None) |
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2828 - "template" the current template (suffix, also possibly None) |
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2829 **config** |
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2830 This variable holds all the values defined in the tracker config.ini |
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2831 file (eg. TRACKER_NAME, etc.) |
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2832 **db** |
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2833 The current database, used to access arbitrary database items. |
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2834 **templates** |
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2835 Access to all the tracker templates by name. Used mainly in |
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2836 *use-macro* commands. |
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2837 **utils** |
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2838 This variable makes available some utility functions like batching. |
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2839 **nothing** |
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2840 This is a special variable - if an expression evaluates to this, then |
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2841 the tag (in the case of a ``tal:replace``), its contents (in the case |
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2842 of ``tal:content``) or some attributes (in the case of |
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2843 ``tal:attributes``) will not appear in the the output. So, for |
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2844 example:: |
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2845 |
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2846 <span tal:attributes="class nothing">Hello, World!</span> |
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2847 |
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2848 would result in:: |
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2849 |
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2850 <span>Hello, World!</span> |
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2851 |
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2852 **default** |
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2853 Also a special variable - if an expression evaluates to this, then the |
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2854 existing HTML in the template will not be replaced or removed, it will |
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2855 remain. So:: |
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2856 |
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2857 <span tal:replace="default">Hello, World!</span> |
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2858 |
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2859 would result in:: |
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2860 |
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2861 <span>Hello, World!</span> |
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2862 |
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2863 **true**, **false** |
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2864 Boolean constants that may be used in `templating expressions`_ |
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2865 instead of ``python:1`` and ``python:0``. |
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2866 **i18n** |
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2867 Internationalization service, providing two string translation methods: |
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2868 |
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2869 **gettext** (*message*) |
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2870 Return the localized translation of message |
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2871 **ngettext** (*singular*, *plural*, *number*) |
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2872 Like ``gettext()``, but consider plural forms. If a translation |
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2873 is found, apply the plural formula to *number*, and return the |
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2874 resulting message (some languages have more than two plural forms). |
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2875 If no translation is found, return singular if *number* is 1; |
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2876 return plural otherwise. |
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2877 |
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2878 The context variable |
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|
2879 ~~~~~~~~~~~~~~~~~~~~ |
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2880 |
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2881 The *context* variable is one of three things based on the current |
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2882 context (see `determining web context`_ for how we figure this out): |
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2883 |
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2884 1. if we're looking at a "home" page, then it's None |
|
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2885 2. if we're looking at a specific hyperdb class, it's a |
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2886 `hyperdb class wrapper`_. |
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2887 3. if we're looking at a specific hyperdb item, it's a |
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2888 `hyperdb item wrapper`_. |
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2889 |
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2890 If the context is not None, we can access the properties of the class or |
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|
2891 item. The only real difference between cases 2 and 3 above are: |
|
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2892 |
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2893 1. the properties may have a real value behind them, and this will |
|
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2894 appear if the property is displayed through ``context/property`` or |
|
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2895 ``context/property/field``. |
|
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|
2896 2. the context's "id" property will be a false value in the second case, |
|
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|
2897 but a real, or true value in the third. Thus we can determine whether |
|
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|
2898 we're looking at a real item from the hyperdb by testing |
|
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|
2899 "context/id". |
|
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|
2900 |
|
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changeset
|
2901 Hyperdb class wrapper |
|
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|
2902 ::::::::::::::::::::: |
|
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|
2903 |
|
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|
2904 This is implemented by the ``roundup.cgi.templating.HTMLClass`` |
|
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|
2905 class. |
|
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|
2906 |
|
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changeset
|
2907 This wrapper object provides access to a hyperdb class. It is used |
|
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|
2908 primarily in both index view and new item views, but it's also usable |
|
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|
2909 anywhere else that you wish to access information about a class, or the |
|
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|
2910 items of a class, when you don't have a specific item of that class in |
|
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|
2911 mind. |
|
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|
2912 |
|
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|
2913 We allow access to properties. There will be no "id" property. The value |
|
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|
2914 accessed through the property will be the current value of the same name |
|
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|
2915 from the CGI form. |
|
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|
2916 |
|
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|
2917 There are several methods available on these wrapper objects: |
|
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|
2918 |
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|
2919 =========== ============================================================= |
|
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|
2920 Method Description |
|
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|
2921 =========== ============================================================= |
|
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|
2922 properties return a `hyperdb property wrapper`_ for all of this class's |
|
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|
2923 properties that are searchable by the user. You can use |
|
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|
2924 the argument cansearch=False to get all properties. |
|
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|
2925 list lists all of the active (not retired) items in the class. |
|
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|
2926 csv return the items of this class as a chunk of CSV text. |
|
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|
2927 propnames lists the names of the properties of this class. |
|
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|
2928 filter lists of items from this class, filtered and sorted. Two |
|
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|
2929 options are available for sorting: |
|
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|
2930 |
|
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|
2931 1. by the current *request* filterspec/filter/sort/group args |
|
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|
2932 2. by the "filterspec", "sort" and "group" keyword args. |
|
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|
2933 "filterspec" is ``{propname: value(s)}``. "sort" and |
|
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|
2934 "group" are an optionally empty list ``[(dir, prop)]`` |
|
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|
2935 where dir is '+', '-' or None |
|
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John Rouillard <rouilj@ieee.org>
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|
2936 and prop is a prop name or None. |
|
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|
2937 |
|
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changeset
|
2938 The propname in filterspec and prop in a sort/group spec |
|
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John Rouillard <rouilj@ieee.org>
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|
2939 may be transitive, i.e., it may contain properties of |
|
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|
2940 the form link.link.link.name. |
|
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|
2941 |
|
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|
2942 eg. All issues with a priority of "1" with messages added in |
|
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John Rouillard <rouilj@ieee.org>
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|
2943 the last week, sorted by activity date: |
|
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John Rouillard <rouilj@ieee.org>
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|
2944 ``issue.filter(filterspec={"priority": "1", |
|
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|
2945 'messages.creation' : '.-1w;'}, sort=[('activity', '+')])`` |
|
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|
2946 |
|
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|
2947 Note that when searching for Link and Multilink values, the |
|
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|
2948 special value '-1' searches for empty Link or Multilink |
|
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|
2949 values. For both, Links and Multilinks, multiple values |
|
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|
2950 given in a filter call are combined with 'OR' by default. |
|
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|
2951 For Multilinks a postfix expression syntax using negative ID |
|
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|
2952 numbers (as strings) as operators is supported. Each |
|
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|
2953 non-negative number (or '-1') is pushed on an operand stack. |
|
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|
2954 A negative number pops the required number of arguments from |
|
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John Rouillard <rouilj@ieee.org>
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|
2955 the stack, applies the operator, and pushes the result. The |
|
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|
2956 following operators are supported: |
|
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|
2957 |
|
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|
2958 - '-2' stands for 'NOT' and takes one argument |
|
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|
2959 - '-3' stands for 'AND' and takes two arguments |
|
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|
2960 - '-4' stands for 'OR' and takes two arguments |
|
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|
2961 |
|
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|
2962 Note that this special handling of ID arguments is applied only |
|
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|
2963 when a negative number smaller than -1 is encountered as an ID |
|
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|
2964 in the filter call. Otherwise the implicit OR default |
|
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|
2965 applies. |
|
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|
2966 Examples of using Multilink expressions would be |
|
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|
2967 |
|
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|
2968 - '1', '2', '-4', '3', '4', '-4', '-3' |
|
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|
2969 would search for IDs (1 or 2) and (3 or 4) |
|
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|
2970 - '-1' '-2' would search for all non-empty Multilinks |
|
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|
2971 |
|
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|
2972 filter_sql **Only in SQL backends** |
|
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|
2973 |
|
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|
2974 Lists the items that match the SQL provided. The SQL is a |
|
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|
2975 complete "select" statement. |
|
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|
2976 |
|
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|
2977 The SQL select must include the item id as the first column. |
|
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2978 |
|
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|
2979 This function **does not** filter out retired items, add |
|
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|
2980 on a where clause "__retired__ <> 1" if you don't want |
|
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|
2981 retired nodes. |
|
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|
2982 |
|
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|
2983 classhelp display a link to a javascript popup containing this class' |
|
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|
2984 "help" template. |
|
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|
2985 |
|
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|
2986 This generates a link to a popup window which displays the |
|
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|
2987 properties indicated by "properties" of the class named by |
|
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|
2988 "classname". The "properties" should be a comma-separated list |
|
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|
2989 (eg. 'id,name,description'). Properties defaults to all the |
|
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|
2990 properties of a class (excluding id, creator, created and |
|
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|
2991 activity). |
|
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|
2992 |
|
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|
2993 You may optionally override the "label" displayed, the "width", |
|
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|
2994 the "height", the number of items per page ("pagesize") and |
|
f3c9ba5db30b
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|
2995 the field on which the list is sorted ("sort"). |
|
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|
2996 |
|
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|
2997 With the "filter" arg it is possible to specify a filter for |
|
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|
2998 which items are supposed to be displayed. It has to be of |
|
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|
2999 the format "<field>=<values>;<field>=<values>;...". |
|
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|
3000 |
|
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|
3001 The popup window will be resizable and scrollable. |
|
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|
3002 |
|
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|
3003 If the "property" arg is given, it's passed through to the |
|
f3c9ba5db30b
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|
3004 javascript help_window function. This allows updating of a |
|
f3c9ba5db30b
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|
3005 property in the calling HTML page. |
|
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|
3006 |
|
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John Rouillard <rouilj@ieee.org>
parents:
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changeset
|
3007 If the "form" arg is given, it's passed through to the |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3008 javascript help_window function - it's the name of the form |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3009 the "property" belongs to. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3010 |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3011 submit generate a submit button (and action and @csrf hidden elements) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3012 renderWith render this class with the given template. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
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|
3013 history returns 'New node - no history' :) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3014 is_edit_ok is the user allowed to Edit the current class? |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
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|
3015 is_view_ok is the user allowed to View the current class? |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3016 =========== ============================================================= |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3017 |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3018 Note that if you have a property of the same name as one of the above |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3019 methods, you'll need to access it using a python "item access" |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3020 expression. For example:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3021 |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3022 python:context['list'] |
|
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John Rouillard <rouilj@ieee.org>
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|
3023 |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3024 will access the "list" property, rather than the list method. |
|
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John Rouillard <rouilj@ieee.org>
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|
3025 |
|
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John Rouillard <rouilj@ieee.org>
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|
3026 |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3027 Hyperdb item wrapper |
|
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John Rouillard <rouilj@ieee.org>
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|
3028 :::::::::::::::::::: |
|
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John Rouillard <rouilj@ieee.org>
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|
3029 |
|
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|
3030 This is implemented by the ``roundup.cgi.templating.HTMLItem`` |
|
f3c9ba5db30b
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|
3031 class. |
|
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John Rouillard <rouilj@ieee.org>
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|
3032 |
|
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John Rouillard <rouilj@ieee.org>
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|
3033 This wrapper object provides access to a hyperdb item. |
|
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John Rouillard <rouilj@ieee.org>
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|
3034 |
|
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John Rouillard <rouilj@ieee.org>
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|
3035 We allow access to properties. There will be no "id" property. The value |
|
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|
3036 accessed through the property will be the current value of the same name |
|
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John Rouillard <rouilj@ieee.org>
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|
3037 from the CGI form. |
|
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John Rouillard <rouilj@ieee.org>
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|
3038 |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3039 There are several methods available on these wrapper objects: |
|
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John Rouillard <rouilj@ieee.org>
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|
3040 |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3041 =============== ======================================================== |
|
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|
3042 Method Description |
|
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|
3043 =============== ======================================================== |
|
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|
3044 submit generate a submit button (and action and @csrf hidden elements) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3045 journal return the journal of the current item (**not |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3046 implemented**) |
|
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John Rouillard <rouilj@ieee.org>
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|
3047 history render the journal of the current item as |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3048 HTML. By default properties marked as "quiet" (see |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3049 `design documentation`_) are not shown unless the |
|
f3c9ba5db30b
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changeset
|
3050 function is called with the showall=True parameter. |
|
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|
3051 Properties that are not Viewable to the user are not |
|
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|
3052 shown. |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3053 renderQueryForm specific to the "query" class - render the search form |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3054 for the query |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3055 hasPermission specific to the "user" class - determine whether the |
|
f3c9ba5db30b
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|
3056 user has a Permission. The signature is:: |
|
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John Rouillard <rouilj@ieee.org>
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|
3057 |
|
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|
3058 hasPermission(self, permission, [classname=], |
|
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|
3059 [property=], [itemid=]) |
|
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|
3060 |
|
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changeset
|
3061 where the classname defaults to the current context. |
|
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|
3062 hasRole specific to the "user" class - determine whether the |
|
f3c9ba5db30b
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|
3063 user has a Role. The signature is:: |
|
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John Rouillard <rouilj@ieee.org>
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|
3064 |
|
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John Rouillard <rouilj@ieee.org>
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|
3065 hasRole(self, rolename) |
|
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John Rouillard <rouilj@ieee.org>
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|
3066 |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3067 is_edit_ok is the user allowed to Edit the current item? |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3068 is_view_ok is the user allowed to View the current item? |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3069 is_retired is the item retired? |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3070 download_url generate a url-quoted link for download of FileClass |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3071 item contents (ie. file<id>/<name>) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3072 copy_url generate a url-quoted link for creating a copy |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3073 of this item. By default, the copy will acquire |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3074 all properties of the current item except for |
|
f3c9ba5db30b
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changeset
|
3075 ``messages`` and ``files``. This can be overridden |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3076 by passing ``exclude`` argument which contains a list |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3077 (or any iterable) of property names that shall not be |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3078 copied. Database-driven properties like ``id`` or |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3079 ``activity`` cannot be copied. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3080 =============== ======================================================== |
|
f3c9ba5db30b
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|
3081 |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3082 Note that if you have a property of the same name as one of the above |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3083 methods, you'll need to access it using a python "item access" |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3084 expression. For example:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3085 |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3086 python:context['journal'] |
|
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John Rouillard <rouilj@ieee.org>
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|
3087 |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3088 will access the "journal" property, rather than the journal method. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3089 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3090 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3091 Hyperdb property wrapper |
|
f3c9ba5db30b
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|
3092 :::::::::::::::::::::::: |
|
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|
3093 |
|
f3c9ba5db30b
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changeset
|
3094 This is implemented by subclasses of the |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3095 ``roundup.cgi.templating.HTMLProperty`` class (``HTMLStringProperty``, |
|
f3c9ba5db30b
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|
3096 ``HTMLNumberProperty``, and so on). |
|
f3c9ba5db30b
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changeset
|
3097 |
|
f3c9ba5db30b
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changeset
|
3098 This wrapper object provides access to a single property of a class. Its |
|
f3c9ba5db30b
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|
3099 value may be either: |
|
f3c9ba5db30b
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|
3100 |
|
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changeset
|
3101 1. if accessed through a `hyperdb item wrapper`_, then it's a value from |
|
f3c9ba5db30b
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|
3102 the hyperdb |
|
f3c9ba5db30b
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|
3103 2. if access through a `hyperdb class wrapper`_, then it's a value from |
|
f3c9ba5db30b
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|
3104 the CGI form |
|
f3c9ba5db30b
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|
3105 |
|
f3c9ba5db30b
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|
3106 |
|
f3c9ba5db30b
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changeset
|
3107 The property wrapper has some useful attributes: |
|
f3c9ba5db30b
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|
3108 |
|
f3c9ba5db30b
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|
3109 =============== ======================================================== |
|
f3c9ba5db30b
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|
3110 Attribute Description |
|
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|
3111 =============== ======================================================== |
|
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|
3112 _name the name of the property |
|
f3c9ba5db30b
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|
3113 _value the value of the property if any - this is the actual |
|
f3c9ba5db30b
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|
3114 value retrieved from the hyperdb for this property |
|
f3c9ba5db30b
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|
3115 =============== ======================================================== |
|
f3c9ba5db30b
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|
3116 |
|
f3c9ba5db30b
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changeset
|
3117 There are several methods available on these wrapper objects: |
|
f3c9ba5db30b
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|
3118 |
|
f3c9ba5db30b
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|
3119 =========== ================================================================ |
|
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|
3120 Method Description |
|
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|
3121 =========== ================================================================ |
|
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|
3122 plain render a "plain" representation of the property. This method |
|
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|
3123 may take two arguments: |
|
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|
3124 |
|
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John Rouillard <rouilj@ieee.org>
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|
3125 escape |
|
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John Rouillard <rouilj@ieee.org>
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diff
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|
3126 If true, escape the text so it is HTML safe (default: no). The |
|
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diff
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|
3127 reason this defaults to off is that text is usually escaped |
|
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|
3128 at a later stage by the TAL commands, unless the "structure" |
|
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John Rouillard <rouilj@ieee.org>
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|
3129 option is used in the template. The following ``tal:content`` |
|
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|
3130 expressions are all equivalent:: |
|
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|
3131 |
|
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John Rouillard <rouilj@ieee.org>
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|
3132 "structure python:msg.content.plain(escape=1)" |
|
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John Rouillard <rouilj@ieee.org>
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|
3133 "python:msg.content.plain()" |
|
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John Rouillard <rouilj@ieee.org>
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|
3134 "msg/content/plain" |
|
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John Rouillard <rouilj@ieee.org>
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|
3135 "msg/content" |
|
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|
3136 |
|
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John Rouillard <rouilj@ieee.org>
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|
3137 Usually you'll only want to use the escape option in a |
|
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John Rouillard <rouilj@ieee.org>
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|
3138 complex expression. |
|
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|
3139 |
|
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|
3140 hyperlink |
|
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|
3141 If true, turn URLs, email addresses and hyperdb item |
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|
3142 designators in the text into hyperlinks (default: no). Note |
|
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|
3143 that you'll need to use the "structure" TAL option if you |
|
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|
3144 want to use this ``tal:content`` expression:: |
|
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|
3145 |
|
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|
3146 "structure python:msg.content.plain(hyperlink=1)" |
|
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John Rouillard <rouilj@ieee.org>
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3147 |
|
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|
3148 The text is automatically HTML-escaped before the hyperlinking |
|
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|
3149 transformation done in the plain() method. |
|
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|
3150 |
|
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|
3151 hyperlinked The same as msg.content.plain(hyperlink=1), but nicer:: |
|
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|
3152 |
|
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|
3153 "structure msg/content/hyperlinked" |
|
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John Rouillard <rouilj@ieee.org>
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|
3154 |
|
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|
3155 field render an appropriate form edit field for the property - for |
|
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John Rouillard <rouilj@ieee.org>
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|
3156 most types this is a text entry box, but for Booleans it's a |
|
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John Rouillard <rouilj@ieee.org>
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|
3157 tri-state yes/no/neither selection. This method may take some |
|
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|
3158 arguments: |
|
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|
3159 |
|
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|
3160 size |
|
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John Rouillard <rouilj@ieee.org>
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|
3161 Sets the width in characters of the edit field |
|
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|
3162 |
|
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|
3163 format (Date properties only) |
|
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|
3164 Sets the format of the date in the field - uses the same |
|
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|
3165 format string argument as supplied to the ``pretty`` method |
|
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|
3166 below. |
|
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|
3167 |
|
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|
3168 popcal (Date properties only) |
|
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|
3169 Include the Javascript-based popup calendar for date |
|
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|
3170 selection. Defaults to on. |
|
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|
3171 |
|
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|
3172 stext only on String properties - render the value of the property |
|
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|
3173 as StructuredText (requires the StructureText module to be |
|
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|
3174 installed separately) |
|
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|
3175 multiline only on String properties - render a multiline form edit |
|
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|
3176 field for the property |
|
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|
3177 email only on String properties - render the value of the property |
|
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John Rouillard <rouilj@ieee.org>
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|
3178 as an obscured email address |
|
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|
3179 url_quote only on String properties. It quotes any characters in the |
|
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|
3180 string so it is safe to use in a url. E.G. a space is |
|
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|
3181 replaced with %20. |
|
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changeset
|
3182 confirm only on Password properties - render a second form edit field |
|
f3c9ba5db30b
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|
3183 for the property, used for confirmation that the user typed |
|
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|
3184 the password correctly. Generates a field with name |
|
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|
3185 "name:confirm". |
|
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|
3186 now only on Date properties - return the current date as a new |
|
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|
3187 property |
|
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|
3188 reldate only on Date properties - render the interval between the date |
|
f3c9ba5db30b
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|
3189 and now |
|
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|
3190 local only on Date properties - return this date as a new property |
|
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|
3191 with some timezone offset, for example:: |
|
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|
3192 |
|
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|
3193 python:context.creation.local(10) |
|
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|
3194 |
|
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changeset
|
3195 will render the date with a +10 hour offset. |
|
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|
3196 pretty Date properties - render the date as "dd Mon YYYY" (eg. "19 |
|
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|
3197 Mar 2004"). Takes an optional format argument, for example:: |
|
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|
3198 |
|
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|
3199 python:context.activity.pretty('%Y-%m-%d') |
|
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|
3200 |
|
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|
3201 Will format as "2004-03-19" instead. |
|
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|
3202 |
|
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|
3203 Interval properties - render the interval in a pretty |
|
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|
3204 format (eg. "yesterday"). The format arguments are those used |
|
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|
3205 in the standard ``strftime`` call (see the `Python Library |
|
f3c9ba5db30b
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|
3206 Reference: time module`__) |
|
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|
3207 |
|
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|
3208 Number properties - takes a printf style format argument |
|
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|
3209 (default: '%0.3f') and formats the number accordingly. |
|
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|
3210 If the value can't be converted, '' is returned if the |
|
f3c9ba5db30b
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|
3211 value is ``None`` otherwise it is converted to a string. |
|
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|
3212 popcal Generate a link to a popup calendar which may be used to |
|
f3c9ba5db30b
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|
3213 edit the date field, for example:: |
|
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|
3214 |
|
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|
3215 <span tal:replace="structure context/due/popcal" /> |
|
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|
3216 |
|
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|
3217 you still need to include the ``field`` for the property, so |
|
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|
3218 typically you'd have:: |
|
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|
3219 |
|
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|
3220 <span tal:replace="structure context/due/field" /> |
|
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|
3221 <span tal:replace="structure context/due/popcal" /> |
|
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|
3222 |
|
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|
3223 menu only on Link and Multilink properties - render a form select |
|
f3c9ba5db30b
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|
3224 list for this property. Takes a number of optional arguments |
|
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|
3225 |
|
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|
3226 size |
|
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|
3227 is used to limit the length of the list labels |
|
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|
3228 height |
|
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|
3229 is used to set the <select> tag's "size" attribute |
|
f3c9ba5db30b
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|
3230 showid |
|
f3c9ba5db30b
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|
3231 includes the item ids in the list labels |
|
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|
3232 additional |
|
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|
3233 lists properties which should be included in the label |
|
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|
3234 sort_on |
|
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|
3235 indicates the property to sort the list on as (direction, |
|
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|
3236 (direction, property) where direction is '+' or '-'. A |
|
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|
3237 single string with the direction prepended may be used. |
|
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|
3238 For example: ('-', 'order'), '+name'. |
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|
3239 value |
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|
3240 gives a default value to preselect in the menu |
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|
3241 |
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|
3242 The remaining keyword arguments are used as conditions for |
|
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|
3243 filtering the items in the list - they're passed as the |
|
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|
3244 "filterspec" argument to a Class.filter() call. For example:: |
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3245 |
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|
3246 <span tal:replace="structure context/status/menu" /> |
|
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3247 |
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|
3248 <span tal:replace="python:context.status.menu(order='+name", |
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|
3249 value='chatting', |
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3250 filterspec={'status': '1,2,3,4'}" /> |
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3251 |
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|
3252 sorted only on Multilink properties - produce a list of the linked |
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3253 items sorted by some property, for example:: |
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3254 |
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|
3255 python:context.files.sorted('creation') |
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3256 |
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|
3257 Will list the files by upload date. While:: |
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3258 |
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|
3259 python:context.files.sorted('creation', reverse=True) |
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3260 |
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|
3261 Will list the files by upload date in reverse order from |
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|
3262 the prior example. If the property can be unset, you can |
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|
3263 use the ``NoneFirst`` parameter to sort the None/Unset |
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|
3264 values at the front or the end of the list. For example:: |
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3265 |
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|
3266 python:context.files.sorted('creation', NoneFirst=True) |
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3267 |
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|
3268 will sort files by creation date with files missing a |
|
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|
3269 creation date at the start of the list. The default for |
|
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|
3270 ``NoneFirst`` is False so these files will sort at the end |
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|
3271 by default. (Note creation date is never unset, but you |
|
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|
3272 get the idea.) If you combine NoneFirst with |
|
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|
3273 ``reverse=True`` the meaning of NoneFirst is inverted: |
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|
3274 True sorts None/unset at the end and False sorts at the |
|
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|
3275 beginning. |
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|
3276 reverse only on Multilink properties - produce a list of the linked |
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3277 items in reverse order |
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|
3278 isset returns True if the property has been set to a value |
|
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|
3279 =========== ================================================================ |
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3280 |
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|
3281 __ https://docs.python.org/2/library/time.html |
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3282 |
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|
3283 All of the above functions perform checks for permissions required to |
|
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|
3284 display or edit the data they are manipulating. The simplest case is |
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|
3285 editing an issue title. Including the expression:: |
|
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3286 |
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|
3287 context/title/field |
|
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|
3288 |
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|
3289 Will present the user with an edit field, if they have edit permission. If |
|
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|
3290 not, then they will be presented with a static display if they have view |
|
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|
3291 permission. If they don't even have view permission, then an error message |
|
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|
3292 is raised, preventing the display of the page, indicating that they don't |
|
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|
3293 have permission to view the information. |
|
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|
3294 |
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|
3295 |
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|
3296 The request variable |
|
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|
3297 ~~~~~~~~~~~~~~~~~~~~ |
|
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|
3298 |
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|
3299 This is implemented by the ``roundup.cgi.templating.HTMLRequest`` |
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|
3300 class. |
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|
3301 |
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|
3302 The request variable is packed with information about the current |
|
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|
3303 request. |
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3304 |
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|
3305 .. taken from ``roundup.cgi.templating.HTMLRequest`` docstring |
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|
3306 |
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|
3307 =========== ============================================================ |
|
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|
3308 Variable Holds |
|
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|
3309 =========== ============================================================ |
|
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|
3310 form the CGI form as a cgi.FieldStorage |
|
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|
3311 env the CGI environment variables |
|
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|
3312 base the base URL for this tracker |
|
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|
3313 user a HTMLUser instance for this user |
|
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|
3314 classname the current classname (possibly None) |
|
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|
3315 template the current template (suffix, also possibly None) |
|
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|
3316 form the current CGI form variables in a FieldStorage |
|
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|
3317 =========== ============================================================ |
|
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3318 |
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|
3319 **Index page specific variables (indexing arguments)** |
|
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3320 |
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|
3321 =========== ============================================================ |
|
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|
3322 Variable Holds |
|
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|
3323 =========== ============================================================ |
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|
3324 columns dictionary of the columns to display in an index page |
|
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|
3325 show a convenience access to columns - request/show/colname will |
|
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|
3326 be true if the columns should be displayed, false otherwise |
|
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|
3327 sort index sort columns [(direction, column name)] |
|
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|
3328 group index grouping properties [(direction, column name)] |
|
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|
3329 filter properties to filter the index on |
|
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|
3330 filterspec values to filter the index on (property=value, eg |
|
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|
3331 ``priority=1`` or ``messages.author=42`` |
|
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|
3332 search_text text to perform a full-text search on for an index |
|
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|
3333 =========== ============================================================ |
|
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|
3334 |
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|
3335 There are several methods available on the request variable: |
|
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3336 |
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|
3337 =============== ======================================================== |
|
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|
3338 Method Description |
|
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|
3339 =============== ======================================================== |
|
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|
3340 description render a description of the request - handle for the |
|
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|
3341 page title |
|
f3c9ba5db30b
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|
3342 indexargs_form render the current index args as form elements |
|
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|
3343 indexargs_url render the current index args as a URL |
|
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|
3344 base_javascript render some javascript that is used by other components |
|
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|
3345 of the templating |
|
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|
3346 batch run the current index args through a filter and return a |
|
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|
3347 list of items (see `hyperdb item wrapper`_, and |
|
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|
3348 `batching`_) |
|
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|
3349 =============== ======================================================== |
|
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|
3350 |
|
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changeset
|
3351 The form variable |
|
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|
3352 ::::::::::::::::: |
|
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|
3353 |
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|
3354 The form variable is a bit special because it's actually a python |
|
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|
3355 FieldStorage object. That means that you have two ways to access its |
|
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|
3356 contents. For example, to look up the CGI form value for the variable |
|
f3c9ba5db30b
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|
3357 "name", use the path expression:: |
|
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|
3358 |
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|
3359 request/form/name/value |
|
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|
3360 |
|
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|
3361 or the python expression:: |
|
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|
3362 |
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|
3363 python:request.form['name'].value |
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3364 |
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|
3365 Note the "item" access used in the python case, and also note the |
|
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|
3366 explicit "value" attribute we have to access. That's because the form |
|
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|
3367 variables are stored as MiniFieldStorages. If there's more than one |
|
f3c9ba5db30b
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|
3368 "name" value in the form, then the above will break since |
|
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|
3369 ``request/form/name`` is actually a *list* of MiniFieldStorages. So it's |
|
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|
3370 best to know beforehand what you're dealing with. |
|
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3371 |
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3372 |
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|
3373 The db variable |
|
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|
3374 ~~~~~~~~~~~~~~~ |
|
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3375 |
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|
3376 This is implemented by the ``roundup.cgi.templating.HTMLDatabase`` |
|
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|
3377 class. |
|
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3378 |
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|
3379 Allows access to all hyperdb classes as attributes of this variable. If |
|
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|
3380 you want access to the "user" class, for example, you would use:: |
|
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3381 |
|
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|
3382 db/user |
|
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|
3383 python:db.user |
|
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3384 |
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|
3385 Also, the current id of the current user is available as |
|
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|
3386 ``db.getuid()``. This isn't so useful in templates (where you have |
|
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|
3387 ``request/user``), but it can be useful in detectors or interfaces. |
|
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3388 |
|
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|
3389 The access results in a `hyperdb class wrapper`_. |
|
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3390 |
|
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|
3391 |
|
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|
3392 The templates variable |
|
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|
3393 ~~~~~~~~~~~~~~~~~~~~~~ |
|
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3394 |
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|
3395 This was implemented by the ``roundup.cgi.templating.Templates`` |
|
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|
3396 class before 1.4.20. In later versions it is the instance of appropriate |
|
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|
3397 template engine loader class. |
|
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John Rouillard <rouilj@ieee.org>
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|
3398 |
|
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|
3399 This variable is used to access other templates in expressions and |
|
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|
3400 template macros. It doesn't have any useful methods defined. The |
|
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|
3401 templates can be accessed using the following path expression:: |
|
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3402 |
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|
3403 templates/name |
|
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|
3404 |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3405 or the python expression:: |
|
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John Rouillard <rouilj@ieee.org>
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|
3406 |
|
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|
3407 templates[name] |
|
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3408 |
|
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|
3409 where "name" is the name of the template you wish to access. The |
|
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|
3410 template has one useful attribute, namely "macros". To access a specific |
|
f3c9ba5db30b
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|
3411 macro (called "macro_name"), use the path expression:: |
|
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|
3412 |
|
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|
3413 templates/name/macros/macro_name |
|
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|
3414 |
|
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changeset
|
3415 or the python expression:: |
|
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|
3416 |
|
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|
3417 templates[name].macros[macro_name] |
|
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|
3418 |
|
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|
3419 The repeat variable |
|
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|
3420 ~~~~~~~~~~~~~~~~~~~ |
|
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|
3421 |
|
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|
3422 The repeat variable holds an entry for each active iteration. That is, if |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3423 you have a ``tal:repeat="user db/users"`` command, then there will be a |
|
f3c9ba5db30b
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|
3424 repeat variable entry called "user". This may be accessed as either:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3425 |
|
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|
3426 repeat/user |
|
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|
3427 python:repeat['user'] |
|
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|
3428 |
|
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|
3429 The "user" entry has a number of methods available for information: |
|
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|
3430 |
|
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|
3431 =============== ========================================================= |
|
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|
3432 Method Description |
|
f3c9ba5db30b
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|
3433 =============== ========================================================= |
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|
3434 first True if the current item is the first in the sequence. |
|
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|
3435 last True if the current item is the last in the sequence. |
|
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|
3436 even True if the current item is an even item in the sequence. |
|
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|
3437 odd True if the current item is an odd item in the sequence. |
|
f3c9ba5db30b
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|
3438 number Current position in the sequence, starting from 1. |
|
f3c9ba5db30b
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|
3439 letter Current position in the sequence as a letter, a through |
|
f3c9ba5db30b
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|
3440 z, then aa through zz, and so on. |
|
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|
3441 Letter Same as letter(), except uppercase. |
|
f3c9ba5db30b
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|
3442 roman Current position in the sequence as lowercase roman |
|
f3c9ba5db30b
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|
3443 numerals. |
|
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|
3444 Roman Same as roman(), except uppercase. |
|
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|
3445 =============== ========================================================= |
|
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|
3446 |
|
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|
3447 .. _templating utilities: |
|
f3c9ba5db30b
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|
3448 |
|
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changeset
|
3449 The utils variable |
|
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changeset
|
3450 ~~~~~~~~~~~~~~~~~~ |
|
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|
3451 |
|
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changeset
|
3452 This is implemented by the |
|
f3c9ba5db30b
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changeset
|
3453 ``roundup.cgi.templating.TemplatingUtils`` class, which may be extended |
|
f3c9ba5db30b
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|
3454 with additional methods by extensions_. |
|
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|
3455 |
|
f3c9ba5db30b
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|
3456 =============== ======================================================== |
|
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changeset
|
3457 Method Description |
|
f3c9ba5db30b
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|
3458 =============== ======================================================== |
|
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|
3459 Batch return a batch object using the supplied list |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3460 url_quote quote some text as safe for a URL (ie. space, %, ...) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3461 html_quote quote some text as safe in HTML (ie. <, >, ...) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3462 html_calendar renders an HTML calendar used by the |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3463 ``_generic.calendar.html`` template (itself invoked by |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3464 the popupCalendar DateHTMLProperty method |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3465 anti_csrf_nonce returns the random noncue generated for this session |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3466 =============== ======================================================== |
|
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John Rouillard <rouilj@ieee.org>
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|
3467 |
|
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|
3468 |
|
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changeset
|
3469 Batching |
|
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diff
changeset
|
3470 :::::::: |
|
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|
3471 |
|
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changeset
|
3472 Use Batch to turn a list of items, or item ids of a given class, into a |
|
f3c9ba5db30b
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changeset
|
3473 series of batches. Its usage is:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3474 |
|
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changeset
|
3475 python:utils.Batch(sequence, size, start, end=0, orphan=0, |
|
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|
3476 overlap=0) |
|
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changeset
|
3477 |
|
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changeset
|
3478 or, to get the current index batch:: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3479 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3480 request/batch |
|
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John Rouillard <rouilj@ieee.org>
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|
3481 |
|
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changeset
|
3482 The parameters are: |
|
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|
3483 |
|
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changeset
|
3484 ========= ============================================================== |
|
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|
3485 Parameter Usage |
|
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|
3486 ========= ============================================================== |
|
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changeset
|
3487 sequence a list of HTMLItems |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3488 size how big to make the sequence. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3489 start where to start (0-indexed) in the sequence. |
|
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changeset
|
3490 end where to end (0-indexed) in the sequence. |
|
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changeset
|
3491 orphan if the next batch would contain less items than this value, |
|
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changeset
|
3492 then it is combined with this batch |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3493 overlap the number of items shared between adjacent batches |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3494 ========= ============================================================== |
|
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John Rouillard <rouilj@ieee.org>
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|
3495 |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3496 All of the parameters are assigned as attributes on the batch object. In |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3497 addition, it has several more attributes: |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3498 |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3499 =============== ======================================================== |
|
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|
3500 Attribute Description |
|
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changeset
|
3501 =============== ======================================================== |
|
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|
3502 start indicates the start index of the batch. *Unlike |
|
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|
3503 the argument, is a 1-based index (I know, lame)* |
|
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changeset
|
3504 first indicates the start index of the batch *as a 0-based |
|
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|
3505 index* |
|
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|
3506 length the actual number of elements in the batch |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3507 sequence_length the length of the original, unbatched, sequence. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3508 =============== ======================================================== |
|
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|
3509 |
|
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changeset
|
3510 And several methods: |
|
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changeset
|
3511 |
|
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changeset
|
3512 =============== ======================================================== |
|
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changeset
|
3513 Method Description |
|
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changeset
|
3514 =============== ======================================================== |
|
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changeset
|
3515 previous returns a new Batch with the previous batch settings |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3516 next returns a new Batch with the next batch settings |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3517 propchanged detect if the named property changed on the current item |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3518 when compared to the last item |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3519 =============== ======================================================== |
|
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changeset
|
3520 |
|
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changeset
|
3521 An example of batching:: |
|
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changeset
|
3522 |
|
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changeset
|
3523 <table class="otherinfo"> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3524 <tr><th colspan="4" class="header">Existing Keywords</th></tr> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3525 <tr tal:define="keywords db/keyword/list" |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3526 tal:repeat="start python:range(0, len(keywords), 4)"> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3527 <td tal:define="batch python:utils.Batch(keywords, 4, start)" |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3528 tal:repeat="keyword batch" tal:content="keyword/name"> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3529 keyword here</td> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3530 </tr> |
|
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changeset
|
3531 </table> |
|
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|
3532 |
|
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changeset
|
3533 ... which will produce a table with four columns containing the items of |
|
f3c9ba5db30b
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changeset
|
3534 the "keyword" class (well, their "name" anyway). |
|
f3c9ba5db30b
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changeset
|
3535 |
|
f3c9ba5db30b
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changeset
|
3536 |
|
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changeset
|
3537 Translations |
|
f3c9ba5db30b
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changeset
|
3538 ~~~~~~~~~~~~ |
|
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|
3539 |
|
f3c9ba5db30b
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changeset
|
3540 Should you wish to enable multiple languages in template content that you |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3541 create you'll need to add new locale files in the tracker home under a |
|
f3c9ba5db30b
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changeset
|
3542 ``locale`` directory. Use the `translation instructions in the |
|
f3c9ba5db30b
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changeset
|
3543 developer's guide <developers.html#extracting-translatable-messages>`_ to |
|
f3c9ba5db30b
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changeset
|
3544 create the locale files. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3545 |
|
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changeset
|
3546 |
|
f3c9ba5db30b
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changeset
|
3547 Displaying Properties |
|
f3c9ba5db30b
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changeset
|
3548 --------------------- |
|
f3c9ba5db30b
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|
3549 |
|
f3c9ba5db30b
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changeset
|
3550 Properties appear in the user interface in three contexts: in indices, |
|
f3c9ba5db30b
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changeset
|
3551 in editors, and as search arguments. For each type of property, there |
|
f3c9ba5db30b
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|
3552 are several display possibilities. For example, in an index view, a |
|
f3c9ba5db30b
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changeset
|
3553 string property may just be printed as a plain string, but in an editor |
|
f3c9ba5db30b
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changeset
|
3554 view, that property may be displayed in an editable field. |
|
f3c9ba5db30b
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|
3555 |
|
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|
3556 |
|
f3c9ba5db30b
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|
3557 Index Views |
|
f3c9ba5db30b
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changeset
|
3558 ----------- |
|
f3c9ba5db30b
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|
3559 |
|
f3c9ba5db30b
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changeset
|
3560 This is one of the class context views. It is also the default view for |
|
f3c9ba5db30b
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changeset
|
3561 classes. The template used is "*classname*.index". |
|
f3c9ba5db30b
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|
3562 |
|
f3c9ba5db30b
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changeset
|
3563 |
|
f3c9ba5db30b
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changeset
|
3564 Index View Specifiers |
|
f3c9ba5db30b
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changeset
|
3565 ~~~~~~~~~~~~~~~~~~~~~ |
|
f3c9ba5db30b
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changeset
|
3566 |
|
f3c9ba5db30b
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diff
changeset
|
3567 An index view specifier (URL fragment) looks like this (whitespace has |
|
f3c9ba5db30b
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changeset
|
3568 been added for clarity):: |
|
f3c9ba5db30b
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changeset
|
3569 |
|
f3c9ba5db30b
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diff
changeset
|
3570 /issue?status=unread,in-progress,resolved& |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3571 keyword=security,ui& |
|
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John Rouillard <rouilj@ieee.org>
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diff
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|
3572 @group=priority,-status& |
|
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diff
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|
3573 @sort=-activity& |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3574 @filters=status,keyword& |
|
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John Rouillard <rouilj@ieee.org>
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diff
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|
3575 @columns=title,status,fixer |
|
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John Rouillard <rouilj@ieee.org>
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diff
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|
3576 |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3577 The index view is determined by two parts of the specifier: the layout |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3578 part and the filter part. The layout part consists of the query |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3579 parameters that begin with colons, and it determines the way that the |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3580 properties of selected items are displayed. The filter part consists of |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3581 all the other query parameters, and it determines the criteria by which |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
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|
3582 items are selected for display. The filter part is interactively |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3583 manipulated with the form widgets displayed in the filter section. The |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3584 layout part is interactively manipulated by clicking on the column |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3585 headings in the table. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3586 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3587 The filter part selects the union of the sets of items with values |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3588 matching any specified Link properties and the intersection of the sets |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3589 of items with values matching any specified Multilink properties. |
|
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John Rouillard <rouilj@ieee.org>
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|
3590 |
|
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diff
changeset
|
3591 The example specifies an index of "issue" items. Only items with a |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
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|
3592 "status" of either "unread" or "in-progress" or "resolved" are |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3593 displayed, and only items with "keyword" values including both "security" |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
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|
3594 and "ui" are displayed. The items are grouped by priority arranged in |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
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|
3595 ascending order and in descending order by status; and within |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3596 groups, sorted by activity, arranged in descending order. The filter |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3597 section shows filters for the "status" and "keyword" properties, and the |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3598 table includes columns for the "title", "status", and "fixer" |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
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|
3599 properties. |
|
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John Rouillard <rouilj@ieee.org>
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|
3600 |
|
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|
3601 ============ ============================================================= |
|
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|
3602 Argument Description |
|
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|
3603 ============ ============================================================= |
|
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|
3604 @sort sort by prop name, optionally preceeded with '-' to give |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3605 descending or nothing for ascending sorting. Several |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
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|
3606 properties can be specified delimited with comma. |
|
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John Rouillard <rouilj@ieee.org>
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diff
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|
3607 Internally a search-page using several sort properties may |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
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|
3608 use @sort0, @sort1 etc. with option @sortdir0, @sortdir1 |
|
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John Rouillard <rouilj@ieee.org>
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diff
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|
3609 etc. for the direction of sorting (a non-empty value of |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3610 sortdir0 specifies reverse order). |
|
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John Rouillard <rouilj@ieee.org>
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diff
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|
3611 @group group by prop name, optionally preceeded with '-' or to sort |
|
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John Rouillard <rouilj@ieee.org>
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|
3612 in descending or nothing for ascending order. Several |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
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|
3613 properties can be specified delimited with comma. |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3614 Internally a search-page using several grouping properties may |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3615 use @group0, @group1 etc. with option @groupdir0, @groupdir1 |
|
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|
3616 etc. for the direction of grouping (a non-empty value of |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
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|
3617 groupdir0 specifies reverse order). |
|
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John Rouillard <rouilj@ieee.org>
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|
3618 @columns selects the columns that should be displayed. Default is |
|
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|
3619 all. |
|
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|
3620 @filter indicates which properties are being used in filtering. |
|
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|
3621 Default is none. |
|
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|
3622 propname selects the values the item properties given by propname must |
|
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John Rouillard <rouilj@ieee.org>
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|
3623 have (very basic search/filter). |
|
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John Rouillard <rouilj@ieee.org>
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|
3624 @search_text if supplied, performs a full-text search (message bodies, |
|
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|
3625 issue titles, etc) |
|
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changeset
|
3626 ============ ============================================================= |
|
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|
3627 |
|
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|
3628 |
|
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|
3629 Searching Views |
|
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diff
changeset
|
3630 --------------- |
|
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|
3631 |
|
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|
3632 .. note:: |
|
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John Rouillard <rouilj@ieee.org>
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diff
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|
3633 if you add a new column to the ``@columns`` form variable potentials |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3634 then you will need to add the column to the appropriate `index views`_ |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
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|
3635 template so that it is actually displayed. |
|
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John Rouillard <rouilj@ieee.org>
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|
3636 |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3637 This is one of the class context views. The template used is typically |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3638 "*classname*.search". The form on this page should have "search" as its |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3639 ``@action`` variable. The "search" action: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3640 |
|
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|
3641 - sets up additional filtering, as well as performing indexed text |
|
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|
3642 searching |
|
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|
3643 - sets the ``@filter`` variable correctly |
|
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John Rouillard <rouilj@ieee.org>
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|
3644 - saves the query off if ``@query_name`` is set. |
|
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John Rouillard <rouilj@ieee.org>
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|
3645 |
|
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changeset
|
3646 The search page should lay out any fields that you wish to allow the |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3647 user to search on. If your schema contains a large number of properties, |
|
f3c9ba5db30b
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|
3648 you should be wary of making all of those properties available for |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3649 searching, as this can cause confusion. If the additional properties are |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3650 Strings, consider having their value indexed, and then they will be |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3651 searchable using the full text indexed search. This is both faster, and |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3652 more useful for the end user. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3653 |
|
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changeset
|
3654 If the search view does specify the "search" ``@action``, then it may also |
|
f3c9ba5db30b
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|
3655 provide an additional argument: |
|
f3c9ba5db30b
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|
3656 |
|
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|
3657 ============ ============================================================= |
|
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|
3658 Argument Description |
|
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|
3659 ============ ============================================================= |
|
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|
3660 @query_name if supplied, the index parameters (including @search_text) |
|
f3c9ba5db30b
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changeset
|
3661 will be saved off as a the query item and registered against |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3662 the user's queries property. Note that the *classic* template |
|
f3c9ba5db30b
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changeset
|
3663 schema has this ability, but the *minimal* template schema |
|
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changeset
|
3664 does not. |
|
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|
3665 ============ ============================================================= |
|
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|
3666 |
|
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|
3667 |
|
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changeset
|
3668 Item Views |
|
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changeset
|
3669 ---------- |
|
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changeset
|
3670 |
|
f3c9ba5db30b
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diff
changeset
|
3671 The basic view of a hyperdb item is provided by the "*classname*.item" |
|
f3c9ba5db30b
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changeset
|
3672 template. It generally has three sections; an "editor", a "spool" and a |
|
f3c9ba5db30b
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changeset
|
3673 "history" section. |
|
f3c9ba5db30b
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changeset
|
3674 |
|
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changeset
|
3675 |
|
f3c9ba5db30b
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changeset
|
3676 Editor Section |
|
f3c9ba5db30b
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diff
changeset
|
3677 ~~~~~~~~~~~~~~ |
|
f3c9ba5db30b
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changeset
|
3678 |
|
f3c9ba5db30b
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changeset
|
3679 The editor section is used to manipulate the item - it may be a static |
|
f3c9ba5db30b
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diff
changeset
|
3680 display if the user doesn't have permission to edit the item. |
|
f3c9ba5db30b
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changeset
|
3681 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3682 Here's an example of a basic editor template (this is the default |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3683 "classic" template issue item edit form - from the "issue.item.html" |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3684 template):: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3685 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3686 <table class="form"> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3687 <tr> |
|
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3688 <th>Title</th> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3689 <td colspan="3" tal:content="structure python:context.title.field(size=60)">title</td> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3690 </tr> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3691 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3692 <tr> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3693 <th>Priority</th> |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3694 <td tal:content="structure context/priority/menu">priority</td> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3695 <th>Status</th> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3696 <td tal:content="structure context/status/menu">status</td> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3697 </tr> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3698 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3699 <tr> |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3700 <th>Superseder</th> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3701 <td> |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3702 <span tal:replace="structure python:context.superseder.field(showid=1, size=20)" /> |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3703 <span tal:replace="structure python:db.issue.classhelp('id,title')" /> |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3704 <span tal:condition="context/superseder"> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3705 <br>View: <span tal:replace="structure python:context.superseder.link(showid=1)" /> |
|
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diff
changeset
|
3706 </span> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3707 </td> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3708 <th>Nosy List</th> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3709 <td> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3710 <span tal:replace="structure context/nosy/field" /> |
|
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John Rouillard <rouilj@ieee.org>
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|
3711 <span tal:replace="structure python:db.user.classhelp('username,realname,address,phone')" /> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3712 </td> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3713 </tr> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3714 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3715 <tr> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3716 <th>Assigned To</th> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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|
3717 <td tal:content="structure context/assignedto/menu"> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3718 assignedto menu |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3719 </td> |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3720 <td> </td> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3721 <td> </td> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3722 </tr> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3723 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3724 <tr> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3725 <th>Change Note</th> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3726 <td colspan="3"> |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3727 <textarea name=":note" wrap="hard" rows="5" cols="60"></textarea> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3728 </td> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3729 </tr> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3730 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3731 <tr> |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3732 <th>File</th> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3733 <td colspan="3"><input type="file" name=":file" size="40"></td> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3734 </tr> |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
3735 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3736 <tr> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3737 <td> </td> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3738 <td colspan="3" tal:content="structure context/submit"> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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changeset
|
3739 submit button will go here |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3740 </td> |
|
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3741 </tr> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3742 </table> |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3743 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3744 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3745 When a change is submitted, the system automatically generates a message |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3746 describing the changed properties. As shown in the example, the editor |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3747 template can use the ":note" and ":file" fields, which are added to the |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3748 standard changenote message generated by Roundup. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3749 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3750 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3751 Form values |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3752 ::::::::::: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3753 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3754 We have a number of ways to pull properties out of the form in order to |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3755 meet the various needs of: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3756 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3757 1. editing the current item (perhaps an issue item) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3758 2. editing information related to the current item (eg. messages or |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3759 attached files) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3760 3. creating new information to be linked to the current item (eg. time |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3761 spent on an issue) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3762 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3763 In the following, ``<bracketed>`` values are variable, ":" may be one of |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3764 ":" or "@", and other text ("required") is fixed. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3765 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3766 Properties are specified as form variables: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3767 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3768 ``<propname>`` |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3769 property on the current context item |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3770 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3771 ``<designator>:<propname>`` |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3772 property on the indicated item (for editing related information) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3773 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3774 ``<classname>-<N>:<propname>`` |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3775 property on the Nth new item of classname (generally for creating new |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3776 items to attach to the current item) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3777 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3778 Once we have determined the "propname", we check to see if it is one of |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3779 the special form values: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3780 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3781 ``@required`` |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3782 The named property values must be supplied or a ValueError will be |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3783 raised. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3784 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3785 ``@remove@<propname>=id(s)`` |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3786 The ids will be removed from the multilink property. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3787 |
|
f3c9ba5db30b
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diff
changeset
|
3788 ``:add:<propname>=id(s)`` |
|
f3c9ba5db30b
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diff
changeset
|
3789 The ids will be added to the multilink property. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3790 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
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diff
changeset
|
3791 ``:link:<propname>=<designator>`` |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
3792 Used to add a link to new items created during edit. These are |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
parents:
7280
diff
changeset
|
3793 collected and returned in ``all_links``. This will result in an |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
3794 additional linking operation (either Link set or Multilink append) |
|
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3795 after the edit/create is done using ``all_props`` in ``_editnodes``. |
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3796 The <propname> on the current item will be set/appended the id of the |
|
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|
3797 newly created item of class <designator> (where <designator> must be |
|
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|
3798 <classname>-<N>). |
|
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3799 |
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3800 Any of the form variables may be prefixed with a classname or |
|
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|
3801 designator. |
|
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3802 |
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|
3803 Two special form values are supported for backwards compatibility: |
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3804 |
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|
3805 ``:note`` |
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|
3806 create a message (with content, author and date), linked to the |
|
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3807 context item. This is ALWAYS designated "msg-1". |
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|
3808 ``:file`` |
|
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|
3809 create a file, attached to the current item and any message created by |
|
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|
3810 :note. This is ALWAYS designated "file-1". |
|
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|
3811 |
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|
3812 |
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|
3813 Spool Section |
|
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|
3814 ~~~~~~~~~~~~~ |
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3815 |
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|
3816 The spool section lists related information like the messages and files |
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|
3817 of an issue. |
|
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3818 |
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|
3819 TODO |
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3820 |
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3821 |
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|
3822 History Section |
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|
3823 ~~~~~~~~~~~~~~~ |
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3824 |
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|
3825 The final section displayed is the history of the item - its database |
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|
3826 journal. This is generally generated with the template:: |
|
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3827 |
|
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|
3828 <tal:block tal:replace="structure context/history" /> |
|
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3829 |
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|
3830 or:: |
|
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3831 |
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|
3832 <tal:block |
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3833 tal:replace="structure python:context.history(showall=True)" /> |
|
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3834 |
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|
3835 if you want to show history entries for quiet properties. |
|
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3836 |
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|
3837 *To be done:* |
|
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3838 |
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3839 *The actual history entries of the item may be accessed for manual |
|
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3840 templating through the "journal" method of the item*:: |
|
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3841 |
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|
3842 <tal:block tal:repeat="entry context/journal"> |
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3843 a journal entry |
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|
3844 </tal:block> |
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3845 |
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3846 *where each journal entry is an HTMLJournalEntry.* |
|
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3847 |
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3848 |
|
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|
3849 Defining new web actions |
|
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|
3850 ------------------------ |
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3851 |
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|
3852 You may define new actions to be triggered by the ``@action`` form variable. |
|
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|
3853 These are added to the tracker ``extensions`` directory and registered |
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|
3854 using ``instance.registerAction``. |
|
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3855 |
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|
3856 All the existing Actions are defined in ``roundup.cgi.actions``. |
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3857 |
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|
3858 Adding action classes takes three steps; first you `define the new |
|
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|
3859 action class`_, then you `register the action class`_ with the cgi |
|
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|
3860 interface so it may be triggered by the ``@action`` form variable. |
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|
3861 Finally you `use the new action`_ in your HTML form. |
|
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|
3862 |
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|
3863 See `setting up a "wizard" (or "druid") for controlled adding of |
|
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|
3864 issues |
|
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|
3865 <customizing.html#setting-up-a-wizard-or-druid-for-controlled-adding-of-issues>`_ for an example. |
|
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|
3866 |
|
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|
3867 |
|
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|
3868 Define the new action class |
|
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|
3869 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
3870 |
|
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changeset
|
3871 Create a new action class in your tracker's ``extensions`` directory, for |
|
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|
3872 example ``myaction.py``:: |
|
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|
3873 |
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|
3874 from roundup.cgi.actions import Action |
|
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|
3875 |
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|
3876 class MyAction(Action): |
|
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|
3877 def handle(self): |
|
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|
3878 ''' Perform some action. No return value is required. |
|
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|
3879 ''' |
|
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|
3880 |
|
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|
3881 The *self.client* attribute is an instance of ``roundup.cgi.client.Client``. |
|
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|
3882 See the docstring of that class for details of what it can do. |
|
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3883 |
|
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|
3884 The method will typically check the ``self.form`` variable's contents. |
|
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|
3885 It may then: |
|
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|
3886 |
|
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|
3887 - add information to ``self.client._ok_message`` |
|
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|
3888 or ``self.client._error_message`` (by using ``self.client.add_ok_message`` |
|
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|
3889 or ``self.client.add_error_message``, respectively) |
|
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|
3890 - change the ``self.client.template`` variable to alter what the user will see |
|
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|
3891 next |
|
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|
3892 - raise Unauthorised, SendStaticFile, SendFile, NotFound or Redirect |
|
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|
3893 exceptions (import them from roundup.cgi.exceptions) |
|
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|
3894 |
|
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|
3895 |
|
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|
3896 Register the action class |
|
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|
3897 ~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
3898 |
|
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|
3899 The class is now written, but isn't available to the user until you register |
|
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|
3900 it with the following code appended to your ``myaction.py`` file:: |
|
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|
3901 |
|
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|
3902 def init(instance): |
|
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|
3903 instance.registerAction('myaction', myActionClass) |
|
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|
3904 |
|
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|
3905 This maps the action name "myaction" to the action class we defined. |
|
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|
3906 |
|
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|
3907 |
|
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3908 Use the new action |
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3909 ~~~~~~~~~~~~~~~~~~ |
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3910 |
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3911 In your HTML form, add a hidden form element like so:: |
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3912 |
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3913 <input type="hidden" name="@action" value="myaction"> |
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3914 |
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3915 where "myaction" is the name you registered in the previous step. |
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3916 |
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3917 Actions may return content to the user |
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3918 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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3919 |
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3920 Actions generally perform some database manipulation and then pass control |
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3921 on to the rendering of a template in the current context (see `Determining |
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3922 web context`_ for how that works.) Some actions will want to generate the |
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3923 actual content returned to the user. Action methods may return their own |
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3924 content string to be displayed to the user, overriding the templating step. |
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3925 In this situation, we assume that the content is HTML by default. You may |
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3926 override the content type indicated to the user by calling ``setHeader``:: |
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3927 |
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3928 self.client.setHeader('Content-Type', 'text/csv') |
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3929 |
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3930 This example indicates that the value sent back to the user is actually |
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3931 comma-separated value content (eg. something to be loaded into a |
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3932 spreadsheet or database). |
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3933 |
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3934 |
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3935 8-bit character set support in Web interface |
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3936 -------------------------------------------- |
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3937 |
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3938 The web interface uses UTF-8 default. It may be overridden in both forms |
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3939 and a browser cookie. |
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3940 |
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3941 - In forms, use the ``@charset`` variable. |
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3942 - To use the cookie override, have the ``roundup_charset`` cookie set. |
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3943 |
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3944 In both cases, the value is a valid charset name (eg. ``utf-8`` or |
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3945 ``kio8-r``). |
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3946 |
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3947 Inside Roundup, all strings are stored and processed in utf-8. |
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3948 Unfortunately, some older browsers do not work properly with |
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3949 utf-8-encoded pages (e.g. Netscape Navigator 4 displays wrong |
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3950 characters in form fields). This version allows one to change |
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3951 the character set for http transfers. To do so, you may add |
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3952 the following code to your ``page.html`` template:: |
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3953 |
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3954 <tal:block define="uri string:${request/base}${request/env/PATH_INFO}"> |
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3955 <a tal:attributes="href python:request.indexargs_url(uri, |
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3956 {'@charset':'utf-8'})">utf-8</a> |
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3957 <a tal:attributes="href python:request.indexargs_url(uri, |
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3958 {'@charset':'koi8-r'})">koi8-r</a> |
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3959 </tal:block> |
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3960 |
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3961 (substitute ``koi8-r`` with appropriate charset for your language). |
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3962 Charset preference is kept in the browser cookie ``roundup_charset``. |
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3963 |
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3964 ``meta http-equiv`` lines added to the tracker templates in version 0.6.0 |
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3965 should be changed to include actual character set name:: |
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3966 |
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3967 <meta http-equiv="Content-Type" |
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3968 tal:attributes="content string:text/html;; charset=${request/client/charset}" |
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3969 /> |
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3970 |
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3971 The charset is also sent in the http header. |
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3972 |
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3973 |
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3974 |
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3975 |
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3976 |
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3977 Debugging Trackers |
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3978 ================== |
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3979 |
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3980 There are three switches in tracker configs that turn on debugging in |
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3981 Roundup: |
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3982 |
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3983 1. web :: debug |
|
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3984 2. mail :: debug |
|
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3985 3. logging :: level |
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3986 |
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3987 See the config.ini file or the `tracker configuration`_ section for |
|
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3988 more information. |
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3989 |
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3990 Additionally, the ``roundup-server.py`` script has its own debugging mode |
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3991 in which it reloads edited templates immediately when they are changed, |
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3992 rather than requiring a web server restart. |
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3993 |
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3994 |
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3995 .. _`design documentation`: design.html |
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3996 .. _change the rate limiting method: rest.html#creating-custom-rate-limits |
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3997 .. _`directions in the rest interface documentation`: rest.html#enabling-the-rest-api |
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3998 .. _`xmlrpc interface documentation`: xmlrpc.html#through-roundup |
