Mercurial > p > roundup > code
annotate doc/customizing.txt @ 7464:82bbb95e5690 issue2550923_computed_property
merge from tip into issue2550923_computed_property
| author | John Rouillard <rouilj@ieee.org> |
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| date | Thu, 08 Jun 2023 00:10:32 -0400 |
| parents | ca90f7270cd4 a1d0b505766e |
| children | 14a8e11f3a87 |
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1 .. meta:: |
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2 :description: |
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3 How to customize and extend the Roundup Issue |
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4 Tracker. Includes many cookbook and how-to |
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5 examples. |
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6 |
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7 :tocdepth: 2 |
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8 |
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9 =================== |
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10 Customising Roundup |
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11 =================== |
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12 |
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13 .. This document borrows from the ZopeBook section on ZPT. The original is at: |
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14 http://www.zope.org/Documentation/Books/ZopeBook/current/ZPT.stx |
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15 |
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16 .. admonition:: Welcome |
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17 |
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18 This document used to be much larger and include a lot of |
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19 reference material. That has been moved to the `reference document`_. |
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20 |
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21 The documentation is slowly being reorganized using the `Diataxis |
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22 framework`_. Help with the reorganization is welcome. |
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23 |
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24 .. _reference document: reference.html |
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25 .. _diataxis framework: https://diataxis.fr/ |
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26 |
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27 .. contents:: |
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28 :depth: 3 |
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29 :local: |
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30 |
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31 What You Can Do |
| 1098 | 32 =============== |
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33 |
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34 Before you get too far, it's probably worth having a quick read of the Roundup |
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35 `design documentation`_. |
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36 |
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37 Customisation of Roundup can take one of six forms: |
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38 |
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39 1. `tracker configuration <reference.html#tracker-configuration>`_ changes |
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40 2. database, or `tracker schema <reference.html#tracker-schema>`_ changes |
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41 3. "definition" class `database content <reference.html#database-content>`_ changes |
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42 4. behavioural changes through `detectors <reference.html#detectors>`_, |
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43 `extensions <reference.html#extensions>`_ and |
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44 `interfaces.py <reference.html#interfaces-py>`_ |
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45 5. `security / access controls <reference.html#security-access-controls>`_ |
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46 6. change the `web interface <reference.html#web-interface>`_ |
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47 |
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48 The third case is special because it takes two distinctly different forms |
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49 depending upon whether the tracker has been initialised or not. The other two |
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50 may be done at any time, before or after tracker initialisation. Yes, this |
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51 includes adding or removing properties from classes. |
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52 |
| 6163 | 53 .. _CustomExamples: |
| 2910 | 54 |
| 1100 | 55 Examples |
| 56 ======== | |
| 57 | |
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58 Changing what's stored in the database |
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59 -------------------------------------- |
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60 |
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61 The following examples illustrate ways to change the information stored in |
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62 the database. |
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63 |
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64 |
| 1228 | 65 Adding a new field to the classic schema |
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66 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1100 | 67 |
| 3122 | 68 This example shows how to add a simple field (a due date) to the default |
| 69 classic schema. It does not add any additional behaviour, such as enforcing | |
| 70 the due date, or causing automatic actions to fire if the due date passes. | |
| 71 | |
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72 You add new fields by editing the ``schema.py`` file in you tracker's home. |
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73 Schema changes are automatically applied to the database on the next |
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74 tracker access (note that roundup-server would need to be restarted as it |
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75 caches the schema). |
| 3122 | 76 |
| 6163 | 77 .. index:: schema; example changes |
| 78 | |
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79 1. Modify the ``schema.py``:: |
| 3122 | 80 |
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81 issue = IssueClass(db, "issue", |
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82 assignedto=Link("user"), keyword=Multilink("keyword"), |
| 3122 | 83 priority=Link("priority"), status=Link("status"), |
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84 due_date=Date()) |
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86 2. Add an edit field to the ``issue.item.html`` template:: |
| 3122 | 87 |
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88 <tr> |
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89 <th>Due Date</th> |
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90 <td tal:content="structure context/due_date/field" /> |
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91 </tr> |
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92 |
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93 If you want to show only the date part of due_date then do this instead:: |
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94 |
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95 <tr> |
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96 <th>Due Date</th> |
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97 <td tal:content="structure python:context.due_date.field(format='%Y-%m-%d')" /> |
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98 </tr> |
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99 |
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100 3. Add the property to the ``issue.index.html`` page:: |
| 3122 | 101 |
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102 (in the heading row) |
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103 <th tal:condition="request/show/due_date">Due Date</th> |
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104 (in the data row) |
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105 <td tal:condition="request/show/due_date" |
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106 tal:content="i/due_date" /> |
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107 |
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108 If you want format control of the display of the due date you can |
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109 enter the following in the data row to show only the actual due date:: |
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110 |
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111 <td tal:condition="request/show/due_date" |
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112 tal:content="python:i.due_date.pretty('%Y-%m-%d')"> </td> |
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113 |
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114 4. Add the property to the ``issue.search.html`` page:: |
| 3122 | 115 |
| 116 <tr tal:define="name string:due_date"> | |
| 117 <th i18n:translate="">Due Date:</th> | |
| 118 <td metal:use-macro="search_input"></td> | |
| 119 <td metal:use-macro="column_input"></td> | |
| 120 <td metal:use-macro="sort_input"></td> | |
| 121 <td metal:use-macro="group_input"></td> | |
| 122 </tr> | |
| 123 | |
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124 5. If you wish for the due date to appear in the standard views listed |
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125 in the sidebar of the web interface then you'll need to add "due_date" |
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126 to the columns and columns_showall lists in your ``page.html``:: |
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127 |
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128 columns string:id,activity,due_date,title,creator,status; |
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129 columns_showall string:id,activity,due_date,title,creator,assignedto,status; |
| 3122 | 130 |
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131 Adding a new Computed field to the schema |
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132 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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133 |
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134 Computed properties are a bit different from other properties. They do |
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135 not actually change the database. Computed fields are not contained in |
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136 the database and can not be searched or used for sorting or |
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137 grouping. (Patches to add this capability are welcome.) |
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138 |
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139 In this example we will add a count of the number of files attached to |
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140 the issue. This could be done using an auditor (see below) to update |
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141 an integer field called ``filecount``. But we will implement this in a |
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142 different way. |
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143 |
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144 We have two changes to make: |
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145 |
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146 1. add a new python method to the hyperdb.Computed class. It will |
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147 count the number of files attached to the issue. This method will |
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148 be added in the (possibly new) interfaces.py file in the top level |
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149 of the tracker directory. (See interfaces.py above for more |
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150 information.) |
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151 2. add a new ``filecount`` property to the issue class calling the |
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152 new function. |
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153 |
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154 A Computed method receives three arguments when called: |
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155 |
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156 1. the computed object (self) |
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157 2. the id of the item in the class |
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158 3. the database object |
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159 |
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160 To add the method to the Computed class, modify the trackers |
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161 interfaces.py adding:: |
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162 |
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163 import roundup.hyperdb as hyperdb |
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164 def filecount(self, nodeid, db): |
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165 return len(db.issue.get(nodeid, 'files')) |
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166 setattr(hyperdb.Computed, 'filecount', filecount) |
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167 |
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168 Then add:: |
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169 |
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170 filecount = Computed(Computed.filecount), |
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171 |
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172 to the existing IssueClass call. |
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173 |
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174 Now you can retrieve the value of the ``filecount`` property and it |
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175 will be computed on the fly from the existing list of attached files. |
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176 |
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177 This example was done with the IssueClass, but you could add a |
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178 Computed property to any class. E.G.:: |
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179 |
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180 user = Class(db, "user", |
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181 username=String(), |
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182 password=Password(), |
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183 address=String(), |
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184 realname=String(), |
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185 phone=String(), |
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186 office=Computed(Computed.getOfficeFromLdap), # new prop |
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187 organisation=String(), |
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188 alternate_addresses=String(), |
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189 queries=Multilink('query'), |
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190 roles=String(), |
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191 timezone=String()) |
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192 |
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193 where the method ``getOfficeFromLdap`` queries the local ldap server to |
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194 get the current office location information. The method will be called |
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195 with the Computed instance, the user id and the database object. |
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196 |
| 3122 | 197 Adding a new constrained field to the classic schema |
| 198 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 199 | |
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200 This example shows how to add a new constrained property (i.e. a |
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201 selection of distinct values) to your tracker. |
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202 |
| 1098 | 203 |
| 204 Introduction | |
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205 :::::::::::: |
| 1098 | 206 |
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207 To make the classic schema of Roundup useful as a TODO tracking system |
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208 for a group of systems administrators, it needs an extra data field per |
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209 issue: a category. |
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210 |
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211 This would let sysadmins quickly list all TODOs in their particular area |
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212 of interest without having to do complex queries, and without relying on |
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213 the spelling capabilities of other sysadmins (a losing proposition at |
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214 best). |
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215 |
| 1098 | 216 |
| 217 Adding a field to the database | |
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218 :::::::::::::::::::::::::::::: |
| 1098 | 219 |
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220 This is the easiest part of the change. The category would just be a |
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221 plain string, nothing fancy. To change what is in the database you need |
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222 to add some lines to the ``schema.py`` file of your tracker instance. |
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223 Under the comment:: |
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224 |
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225 # add any additional database schema configuration here |
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226 |
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227 add:: |
| 1098 | 228 |
| 229 category = Class(db, "category", name=String()) | |
| 230 category.setkey("name") | |
| 231 | |
| 232 Here we are setting up a chunk of the database which we are calling | |
| 233 "category". It contains a string, which we are refering to as "name" for | |
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234 lack of a more imaginative title. (Since "name" is one of the properties |
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235 that Roundup looks for on items if you do not set a key for them, it's |
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236 probably a good idea to stick with it for new classes if at all |
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237 appropriate.) Then we are setting the key of this chunk of the database |
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238 to be that "name". This is equivalent to an index for database types. |
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239 This also means that there can only be one category with a given name. |
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240 |
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241 Adding the above lines allows us to create categories, but they're not |
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242 tied to the issues that we are going to be creating. It's just a list of |
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243 categories off on its own, which isn't much use. We need to link it in |
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244 with the issues. To do that, find the lines |
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245 in ``schema.py`` which set up the "issue" class, and then add a link to |
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246 the category:: |
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247 |
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248 issue = IssueClass(db, "issue", ... , |
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249 category=Multilink("category"), ... ) |
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250 |
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251 The ``Multilink()`` means that each issue can have many categories. If |
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252 you were adding something with a one-to-one relationship to issues (such |
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253 as the "assignedto" property), use ``Link()`` instead. |
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254 |
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255 That is all you need to do to change the schema. The rest of the effort |
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256 is fiddling around so you can actually use the new category. |
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257 |
| 1098 | 258 |
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259 Populating the new category class |
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260 ::::::::::::::::::::::::::::::::: |
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261 |
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262 If you haven't initialised the database with the |
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263 "``roundup-admin initialise``" command, then you |
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264 can add the following to the tracker ``initial_data.py`` |
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265 under the comment:: |
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266 |
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267 # add any additional database creation steps here - but only if you |
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268 # haven't initialised the database with the admin "initialise" command |
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269 |
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270 Add:: |
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271 |
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272 category = db.getclass('category') |
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273 category.create(name="scipy") |
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274 category.create(name="chaco") |
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275 category.create(name="weave") |
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276 |
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277 .. index:: roundup-admin; create entries in class |
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278 |
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279 If the database has already been initalised, then you need to use the |
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280 ``roundup-admin`` tool:: |
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281 |
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282 % roundup-admin -i <tracker home> |
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283 Roundup <version> ready for input. |
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284 Type "help" for help. |
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285 roundup> create category name=scipy |
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286 1 |
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287 roundup> create category name=chaco |
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288 2 |
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289 roundup> create category name=weave |
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290 3 |
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291 roundup> exit... |
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292 There are unsaved changes. Commit them (y/N)? y |
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293 |
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294 |
| 1098 | 295 Setting up security on the new objects |
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296 :::::::::::::::::::::::::::::::::::::: |
| 1098 | 297 |
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298 By default only the admin user can look at and change objects. This |
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299 doesn't suit us, as we want any user to be able to create new categories |
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300 as required, and obviously everyone needs to be able to view the |
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301 categories of issues for it to be useful. |
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302 |
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303 We therefore need to change the security of the category objects. This |
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304 is also done in ``schema.py``. |
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305 |
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306 There are currently two loops which set up permissions and then assign |
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307 them to various roles. Simply add the new "category" to both lists:: |
| 1098 | 308 |
| 309 # Assign the access and edit permissions for issue, file and message | |
| 310 # to regular users now | |
| 311 for cl in 'issue', 'file', 'msg', 'category': | |
| 312 p = db.security.getPermission('View', cl) | |
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313 db.security.addPermissionToRole('User', 'View', cl) |
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314 db.security.addPermissionToRole('User', 'Edit', cl) |
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315 db.security.addPermissionToRole('User', 'Create', cl) |
| 1098 | 316 |
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317 These lines assign the "View" and "Edit" Permissions to the "User" role, |
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318 so that normal users can view and edit "category" objects. |
| 1098 | 319 |
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320 This is all the work that needs to be done for the database. It will |
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321 store categories, and let users view and edit them. Now on to the |
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322 interface stuff. |
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323 |
| 1098 | 324 |
| 325 Changing the web left hand frame | |
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326 :::::::::::::::::::::::::::::::: |
| 1098 | 327 |
| 328 We need to give the users the ability to create new categories, and the | |
| 329 place to put the link to this functionality is in the left hand function | |
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330 bar, under the "Issues" area. The file that defines how this area looks |
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331 is ``html/page.html``, which is what we are going to be editing next. |
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332 |
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333 If you look at this file you can see that it contains a lot of |
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334 "classblock" sections which are chunks of HTML that will be included or |
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335 excluded in the output depending on whether the condition in the |
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336 classblock is met. We are going to add the category code at the end of |
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337 the classblock for the *issue* class:: |
| 1098 | 338 |
| 339 <p class="classblock" | |
| 340 tal:condition="python:request.user.hasPermission('View', 'category')"> | |
| 341 <b>Categories</b><br> | |
| 342 <a tal:condition="python:request.user.hasPermission('Edit', 'category')" | |
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343 href="category?@template=item">New Category<br></a> |
| 1098 | 344 </p> |
| 345 | |
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346 The first two lines is the classblock definition, which sets up a |
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347 condition that only users who have "View" permission for the "category" |
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348 object will have this section included in their output. Next comes a |
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349 plain "Categories" header in bold. Everyone who can view categories will |
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350 get that. |
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351 |
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352 Next comes the link to the editing area of categories. This link will |
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353 only appear if the condition - that the user has "Edit" permissions for |
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354 the "category" objects - is matched. If they do have permission then |
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355 they will get a link to another page which will let the user add new |
| 1098 | 356 categories. |
| 357 | |
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358 Note that if you have permission to *view* but not to *edit* categories, |
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359 then all you will see is a "Categories" header with nothing underneath |
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360 it. This is obviously not very good interface design, but will do for |
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361 now. I just claim that it is so I can add more links in this section |
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362 later on. However, to fix the problem you could change the condition in |
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363 the classblock statement, so that only users with "Edit" permission |
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364 would see the "Categories" stuff. |
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365 |
| 1098 | 366 |
| 367 Setting up a page to edit categories | |
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368 :::::::::::::::::::::::::::::::::::: |
| 1098 | 369 |
| 370 We defined code in the previous section which let users with the | |
| 371 appropriate permissions see a link to a page which would let them edit | |
| 372 conditions. Now we have to write that page. | |
| 373 | |
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374 The link was for the *item* template of the *category* object. This |
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375 translates into Roundup looking for a file called ``category.item.html`` |
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376 in the ``html`` tracker directory. This is the file that we are going to |
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377 write now. |
| 1098 | 378 |
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379 First, we add an info tag in a comment which doesn't affect the outcome |
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380 of the code at all, but is useful for debugging. If you load a page in a |
| 1098 | 381 browser and look at the page source, you can see which sections come |
| 382 from which files by looking for these comments:: | |
| 383 | |
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384 <!-- category.item --> |
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385 |
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386 Next we need to add in the METAL macro stuff so we get the normal page |
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387 trappings:: |
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388 |
| 1214 | 389 <tal:block metal:use-macro="templates/page/macros/icing"> |
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390 <title metal:fill-slot="head_title">Category editing</title> |
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391 <td class="page-header-top" metal:fill-slot="body_title"> |
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392 <h2>Category editing</h2> |
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393 </td> |
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394 <td class="content" metal:fill-slot="content"> |
| 1098 | 395 |
| 396 Next we need to setup up a standard HTML form, which is the whole | |
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397 purpose of this file. We link to some handy javascript which sends the |
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398 form through only once. This is to stop users hitting the send button |
| 1098 | 399 multiple times when they are impatient and thus having the form sent |
| 400 multiple times:: | |
| 401 | |
| 402 <form method="POST" onSubmit="return submit_once()" | |
| 403 enctype="multipart/form-data"> | |
| 404 | |
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405 Next we define some code which sets up the minimum list of fields that |
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406 we require the user to enter. There will be only one field - "name" - so |
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407 they better put something in it, otherwise the whole form is pointless:: |
| 1098 | 408 |
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409 <input type="hidden" name="@required" value="name"> |
| 1098 | 410 |
| 411 To get everything to line up properly we will put everything in a table, | |
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412 and put a nice big header on it so the user has an idea what is |
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413 happening:: |
| 1098 | 414 |
| 415 <table class="form"> | |
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416 <tr><th class="header" colspan="2">Category</th></tr> |
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417 |
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418 Next, we need the field into which the user is going to enter the new |
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419 category. The ``context.name.field(size=60)`` bit tells Roundup to |
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420 generate a normal HTML field of size 60, and the contents of that field |
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421 will be the "name" variable of the current context (namely "category"). |
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422 The upshot of this is that when the user types something in |
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423 to the form, a new category will be created with that name:: |
| 1098 | 424 |
| 425 <tr> | |
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426 <th>Name</th> |
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427 <td tal:content="structure python:context.name.field(size=60)"> |
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428 name</td> |
| 1098 | 429 </tr> |
| 430 | |
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431 Then a submit button so that the user can submit the new category:: |
| 1098 | 432 |
| 433 <tr> | |
| 434 <td> </td> | |
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435 <td colspan="3" tal:content="structure context/submit"> |
| 1098 | 436 submit button will go here |
| 437 </td> | |
| 438 </tr> | |
| 439 | |
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440 The ``context/submit`` bit generates the submit button but also |
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441 generates the @action and @csrf hidden fields. The @action field is |
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442 used to tell Roundup how to process the form. The @csrf field provides |
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443 a unique single use token to defend against CSRF attacks. (More about |
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444 anti-csrf measures can be found in ``upgrading.txt``.) |
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445 |
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446 Finally we finish off the tags we used at the start to do the METAL |
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447 stuff:: |
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448 |
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449 </td> |
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450 </tal:block> |
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451 |
| 1098 | 452 So putting it all together, and closing the table and form we get:: |
| 453 | |
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454 <!-- category.item --> |
| 1214 | 455 <tal:block metal:use-macro="templates/page/macros/icing"> |
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456 <title metal:fill-slot="head_title">Category editing</title> |
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457 <td class="page-header-top" metal:fill-slot="body_title"> |
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458 <h2>Category editing</h2> |
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459 </td> |
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460 <td class="content" metal:fill-slot="content"> |
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461 <form method="POST" onSubmit="return submit_once()" |
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462 enctype="multipart/form-data"> |
| 1098 | 463 |
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464 <table class="form"> |
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465 <tr><th class="header" colspan="2">Category</th></tr> |
| 1098 | 466 |
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467 <tr> |
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468 <th>Name</th> |
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469 <td tal:content="structure python:context.name.field(size=60)"> |
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470 name</td> |
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471 </tr> |
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473 <tr> |
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474 <td> |
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475 |
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476 <input type="hidden" name="@required" value="name"> |
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477 </td> |
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478 <td colspan="3" tal:content="structure context/submit"> |
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479 submit button will go here |
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480 </td> |
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481 </tr> |
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482 </table> |
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483 </form> |
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484 </td> |
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485 </tal:block> |
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487 This is quite a lot to just ask the user one simple question, but there |
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488 is a lot of setup for basically one line (the form line) to do its work. |
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489 To add another field to "category" would involve one more line (well, |
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490 maybe a few extra to get the formatting correct). |
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491 |
| 1098 | 492 |
| 493 Adding the category to the issue | |
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494 :::::::::::::::::::::::::::::::: |
| 1098 | 495 |
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496 We now have the ability to create issues to our heart's content, but |
| 1098 | 497 that is pointless unless we can assign categories to issues. Just like |
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498 the ``html/category.item.html`` file was used to define how to add a new |
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499 category, the ``html/issue.item.html`` is used to define how a new issue |
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500 is created. |
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501 |
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502 Just like ``category.issue.html``, this file defines a form which has a |
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503 table to lay things out. It doesn't matter where in the table we add new |
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504 stuff, it is entirely up to your sense of aesthetics:: |
| 1098 | 505 |
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506 <th>Category</th> |
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507 <td> |
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508 <span tal:replace="structure context/category/field" /> |
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509 <span tal:replace="structure python:db.category.classhelp('name', |
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510 property='category', width='200')" /> |
| 1098 | 511 </td> |
| 512 | |
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513 First, we define a nice header so that the user knows what the next |
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514 section is, then the middle line does what we are most interested in. |
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515 This ``context/category/field`` gets replaced by a field which contains |
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516 the category in the current context (the current context being the new |
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517 issue). |
| 1098 | 518 |
| 519 The classhelp lines generate a link (labelled "list") to a popup window | |
| 520 which contains the list of currently known categories. | |
| 521 | |
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522 |
| 1098 | 523 Searching on categories |
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524 ::::::::::::::::::::::: |
| 1098 | 525 |
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526 Now we can add categories, and create issues with categories. The next |
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527 obvious thing that we would like to be able to do, would be to search |
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528 for issues based on their category, so that, for example, anyone working |
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529 on the web server could look at all issues in the category "Web". |
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530 |
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531 If you look for "Search Issues" in the ``html/page.html`` file, you will |
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532 find that it looks something like |
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533 ``<a href="issue?@template=search">Search Issues</a>``. This shows us |
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534 that when you click on "Search Issues" it will be looking for a |
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535 ``issue.search.html`` file to display. So that is the file that we will |
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536 change. |
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537 |
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538 If you look at this file it should begin to seem familiar, although it |
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539 does use some new macros. You can add the new category search code anywhere you |
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540 like within that form:: |
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541 |
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542 <tr tal:define="name string:category; |
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543 db_klass string:category; |
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544 db_content string:name;"> |
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545 <th>Priority:</th> |
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546 <td metal:use-macro="search_select"></td> |
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547 <td metal:use-macro="column_input"></td> |
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548 <td metal:use-macro="sort_input"></td> |
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549 <td metal:use-macro="group_input"></td> |
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550 </tr> |
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551 |
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552 The definitions in the ``<tr>`` opening tag are used by the macros: |
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553 |
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554 - ``search_select`` expands to a drop-down box with all categories using |
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555 ``db_klass`` and ``db_content``. |
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556 - ``column_input`` expands to a checkbox for selecting what columns |
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557 should be displayed. |
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558 - ``sort_input`` expands to a radio button for selecting what property |
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559 should be sorted on. |
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560 - ``group_input`` expands to a radio button for selecting what property |
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561 should be grouped on. |
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562 |
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563 The category search code above would expand to the following:: |
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564 |
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565 <tr> |
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566 <th>Category:</th> |
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567 <td> |
| 1098 | 568 <select name="category"> |
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569 <option value="">don't care</option> |
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570 <option value="">------------</option> |
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571 <option value="1">scipy</option> |
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572 <option value="2">chaco</option> |
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573 <option value="3">weave</option> |
| 1098 | 574 </select> |
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575 </td> |
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576 <td><input type="checkbox" name=":columns" value="category"></td> |
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577 <td><input type="radio" name=":sort0" value="category"></td> |
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578 <td><input type="radio" name=":group0" value="category"></td> |
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579 </tr> |
| 1098 | 580 |
| 581 Adding category to the default view | |
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582 ::::::::::::::::::::::::::::::::::: |
| 1098 | 583 |
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584 We can now add categories, add issues with categories, and search for |
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585 issues based on categories. This is everything that we need to do; |
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586 however, there is some more icing that we would like. I think the |
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587 category of an issue is important enough that it should be displayed by |
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588 default when listing all the issues. |
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589 |
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590 Unfortunately, this is a bit less obvious than the previous steps. The |
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591 code defining how the issues look is in ``html/issue.index.html``. This |
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592 is a large table with a form down at the bottom for redisplaying and so |
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593 forth. |
| 1098 | 594 |
| 595 Firstly we need to add an appropriate header to the start of the table:: | |
| 596 | |
| 597 <th tal:condition="request/show/category">Category</th> | |
| 598 | |
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599 The *condition* part of this statement is to avoid displaying the |
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600 Category column if the user has selected not to see it. |
| 1098 | 601 |
| 602 The rest of the table is a loop which will go through every issue that | |
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603 matches the display criteria. The loop variable is "i" - which means |
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604 that every issue gets assigned to "i" in turn. |
| 1098 | 605 |
| 606 The new part of code to display the category will look like this:: | |
| 607 | |
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608 <td tal:condition="request/show/category" |
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609 tal:content="i/category"></td> |
| 1098 | 610 |
| 611 The condition is the same as above: only display the condition when the | |
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612 user hasn't asked for it to be hidden. The next part is to set the |
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613 content of the cell to be the category part of "i" - the current issue. |
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614 |
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615 Finally we have to edit ``html/page.html`` again. This time, we need to |
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616 tell it that when the user clicks on "Unassigned Issues" or "All Issues", |
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617 the category column should be included in the resulting list. If you |
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618 scroll down the page file, you can see the links with lots of options. |
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619 The option that we are interested in is the ``:columns=`` one which |
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620 tells Roundup which fields of the issue to display. Simply add |
| 1098 | 621 "category" to that list and it all should work. |
| 622 | |
| 1262 | 623 Adding a time log to your issues |
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624 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1262 | 625 |
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626 We want to log the dates and amount of time spent working on issues, and |
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627 be able to give a summary of the total time spent on a particular issue. |
| 1262 | 628 |
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629 1. Add a new class to your tracker ``schema.py``:: |
| 1262 | 630 |
| 631 # storage for time logging | |
| 632 timelog = Class(db, "timelog", period=Interval()) | |
| 633 | |
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634 Note that we automatically get the date of the time log entry |
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635 creation through the standard property "creation". |
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636 |
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637 You will need to grant "Creation" permission to the users who are |
| 3653 | 638 allowed to add timelog entries. You may do this with:: |
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639 |
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640 db.security.addPermissionToRole('User', 'Create', 'timelog') |
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641 db.security.addPermissionToRole('User', 'View', 'timelog') |
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642 |
| 3653 | 643 If users are also able to *edit* timelog entries, then also include:: |
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644 |
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645 db.security.addPermissionToRole('User', 'Edit', 'timelog') |
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646 |
| 6163 | 647 .. index:: schema; example changes |
| 648 | |
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649 2. Link to the new class from your issue class (again, in |
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650 ``schema.py``):: |
| 1262 | 651 |
| 652 issue = IssueClass(db, "issue", | |
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653 assignedto=Link("user"), keyword=Multilink("keyword"), |
| 1262 | 654 priority=Link("priority"), status=Link("status"), |
| 655 times=Multilink("timelog")) | |
| 656 | |
| 657 the "times" property is the new link to the "timelog" class. | |
| 658 | |
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659 3. We'll need to let people add in times to the issue, so in the web |
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660 interface we'll have a new entry field. This is a special field |
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661 because unlike the other fields in the ``issue.item`` template, it |
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662 affects a different item (a timelog item) and not the template's |
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663 item (an issue). We have a special syntax for form fields that affect |
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664 items other than the template default item (see the cgi |
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665 documentation on `special form variables |
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666 <reference.html#special-form-variables>`_). In particular, we add a |
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667 field to capture a new timelog item's period:: |
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668 |
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669 <tr> |
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670 <th>Time Log</th> |
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671 <td colspan=3><input type="text" name="timelog-1@period" /> |
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672 (enter as '3y 1m 4d 2:40:02' or parts thereof) |
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673 </td> |
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674 </tr> |
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675 |
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676 and another hidden field that links that new timelog item (new |
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677 because it's marked as having id "-1") to the issue item. It looks |
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678 like this:: |
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679 |
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680 <input type="hidden" name="@link@times" value="timelog-1" /> |
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681 |
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682 On submission, the "-1" timelog item will be created and assigned a |
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683 real item id. The "times" property of the issue will have the new id |
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684 added to it. |
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685 |
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686 The full entry will now look like this:: |
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687 |
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688 <tr> |
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689 <th>Time Log</th> |
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690 <td colspan=3><input type="text" name="timelog-1@period" /> |
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691 (enter as '3y 1m 4d 2:40:02' or parts thereof) |
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692 <input type="hidden" name="@link@times" value="timelog-1" /> |
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693 </td> |
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694 </tr> |
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695 |
|
7352
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696 .. _adding-a-time-log-to-your-issues-4: |
|
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697 |
|
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698 4. We want to display a total of the timelog times that have been |
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699 accumulated for an issue. To do this, we'll need to actually write |
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700 some Python code, since it's beyond the scope of PageTemplates to |
| 2915 | 701 perform such calculations. We do this by adding a module ``timespent.py`` |
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702 to the ``extensions`` directory in our tracker. The contents of this |
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703 file is as follows:: |
| 2915 | 704 |
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705 from roundup import date |
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706 |
| 2915 | 707 def totalTimeSpent(times): |
| 708 ''' Call me with a list of timelog items (which have an | |
| 709 Interval "period" property) | |
|
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710 ''' |
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711 total = date.Interval('0d') |
| 2915 | 712 for time in times: |
| 713 total += time.period._value | |
| 714 return total | |
| 715 | |
| 716 def init(instance): | |
| 717 instance.registerUtil('totalTimeSpent', totalTimeSpent) | |
| 718 | |
| 719 We will now be able to access the ``totalTimeSpent`` function via the | |
| 720 ``utils`` variable in our templates, as shown in the next step. | |
|
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721 |
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722 5. Display the timelog for an issue:: |
| 1262 | 723 |
| 724 <table class="otherinfo" tal:condition="context/times"> | |
|
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725 <tr><th colspan="3" class="header">Time Log |
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726 <tal:block |
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727 tal:replace="python:utils.totalTimeSpent(context.times)" /> |
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728 </th></tr> |
| 1262 | 729 <tr><th>Date</th><th>Period</th><th>Logged By</th></tr> |
| 730 <tr tal:repeat="time context/times"> | |
| 731 <td tal:content="time/creation"></td> | |
| 732 <td tal:content="time/period"></td> | |
| 733 <td tal:content="time/creator"></td> | |
| 734 </tr> | |
| 735 </table> | |
| 736 | |
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737 I put this just above the Messages log in my issue display. Note our |
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738 use of the ``totalTimeSpent`` method which will total up the times |
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739 for the issue and return a new Interval. That will be automatically |
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740 displayed in the template as text like "+ 1y 2:40" (1 year, 2 hours |
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741 and 40 minutes). |
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742 |
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743 6. If you're using a persistent web server - ``roundup-server`` or |
|
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744 ``mod_wsgi`` for example - then you'll need to restart that to pick up |
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745 the code changes. When that's done, you'll be able to use the new |
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746 time logging interface. |
| 1262 | 747 |
|
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748 An extension of this modification attaches the timelog entries to any |
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749 change message entered at the time of the timelog entry: |
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750 |
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751 A. Add a link to the timelog to the msg class in ``schema.py``: |
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752 |
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753 msg = FileClass(db, "msg", |
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754 author=Link("user", do_journal='no'), |
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755 recipients=Multilink("user", do_journal='no'), |
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756 date=Date(), |
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757 summary=String(), |
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758 files=Multilink("file"), |
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759 messageid=String(), |
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760 inreplyto=String(), |
|
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761 times=Multilink("timelog")) |
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762 |
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763 B. Add a new hidden field that links that new timelog item (new |
|
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764 because it's marked as having id "-1") to the new message. |
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765 The link is placed in ``issue.item.html`` in the same section that |
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766 handles the timelog entry. |
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767 |
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768 It looks like this after this addition:: |
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769 |
|
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770 <tr> |
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771 <th>Time Log</th> |
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772 <td colspan=3><input type="text" name="timelog-1@period" /> |
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773 (enter as '3y 1m 4d 2:40:02' or parts thereof) |
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774 <input type="hidden" name="@link@times" value="timelog-1" /> |
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775 <input type="hidden" name="msg-1@link@times" value="timelog-1" /> |
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776 </td> |
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777 </tr> |
|
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778 |
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779 The "times" property of the message will have the new id added to it. |
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780 |
|
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781 C. Add the timelog listing from step 5. to the ``msg.item.html`` template |
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782 so that the timelog entry appears on the message view page. Note that |
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783 the call to totalTimeSpent is not used here since there will only be one |
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784 single timelog entry for each message. |
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|
785 |
|
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786 I placed it after the Date entry like this:: |
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787 |
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788 <tr> |
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789 <th i18n:translate="">Date:</th> |
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790 <td tal:content="context/date"></td> |
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791 </tr> |
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792 </table> |
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793 |
|
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794 <table class="otherinfo" tal:condition="context/times"> |
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795 <tr><th colspan="3" class="header">Time Log</th></tr> |
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796 <tr><th>Date</th><th>Period</th><th>Logged By</th></tr> |
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797 <tr tal:repeat="time context/times"> |
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798 <td tal:content="time/creation"></td> |
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799 <td tal:content="time/period"></td> |
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800 <td tal:content="time/creator"></td> |
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801 </tr> |
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802 </table> |
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803 |
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804 <table class="messages"> |
|
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805 |
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806 |
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807 Tracking different types of issues |
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808 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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809 |
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810 Sometimes you will want to track different types of issues - developer, |
|
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811 customer support, systems, sales leads, etc. A single Roundup tracker is |
|
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812 able to support multiple types of issues. This example demonstrates adding |
| 3289 | 813 a system support issue class to a tracker. |
|
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814 |
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815 1. Figure out what information you're going to want to capture. OK, so |
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816 this is obvious, but sometimes it's better to actually sit down for a |
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817 while and think about the schema you're going to implement. |
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818 |
| 3289 | 819 2. Add the new issue class to your tracker's ``schema.py``. Just after the |
| 820 "issue" class definition, add:: | |
| 821 | |
| 822 # list our systems | |
| 823 system = Class(db, "system", name=String(), order=Number()) | |
| 824 system.setkey("name") | |
| 825 | |
| 826 # store issues related to those systems | |
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827 support = IssueClass(db, "support", |
|
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828 assignedto=Link("user"), keyword=Multilink("keyword"), |
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829 status=Link("status"), deadline=Date(), |
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830 affects=Multilink("system")) |
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831 |
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832 3. Copy the existing ``issue.*`` (item, search and index) templates in the |
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833 tracker's ``html`` to ``support.*``. Edit them so they use the properties |
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834 defined in the ``support`` class. Be sure to check for hidden form |
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835 variables like "required" to make sure they have the correct set of |
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836 required properties. |
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837 |
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838 4. Edit the modules in the ``detectors``, adding lines to their ``init`` |
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839 functions where appropriate. Look for ``audit`` and ``react`` registrations |
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840 on the ``issue`` class, and duplicate them for ``support``. |
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841 |
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842 5. Create a new sidebar box for the new support class. Duplicate the |
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843 existing issues one, changing the ``issue`` class name to ``support``. |
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844 |
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845 6. Re-start your tracker and start using the new ``support`` class. |
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846 |
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847 |
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848 Optionally, you might want to restrict the users able to access this new |
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849 class to just the users with a new "SysAdmin" Role. To do this, we add |
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850 some security declarations:: |
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851 |
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852 db.security.addPermissionToRole('SysAdmin', 'View', 'support') |
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853 db.security.addPermissionToRole('SysAdmin', 'Create', 'support') |
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854 db.security.addPermissionToRole('SysAdmin', 'Edit', 'support') |
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855 |
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856 You would then (as an "admin" user) edit the details of the appropriate |
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857 users, and add "SysAdmin" to their Roles list. |
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858 |
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859 Alternatively, you might want to change the Edit/View permissions granted |
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860 for the ``issue`` class so that it's only available to users with the "System" |
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861 or "Developer" Role, and then the new class you're adding is available to |
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862 all with the "User" Role. |
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863 |
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864 |
|
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865 .. _external-authentication: |
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866 |
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867 Using External User Databases |
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868 ----------------------------- |
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869 |
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870 Using an external password validation source |
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871 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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872 |
|
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873 .. note:: You will need to either have an "admin" user in your external |
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874 password source *or* have one of your regular users have |
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875 the Admin Role assigned. If you need to assign the Role *after* |
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876 making the changes below, you may use the ``roundup-admin`` |
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877 program to edit a user's details. |
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878 |
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879 We have a centrally-managed password changing system for our users. This |
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880 results in a UN*X passwd-style file that we use for verification of |
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881 users. Entries in the file consist of ``name:password`` where the |
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882 password is encrypted using the standard UN*X ``crypt()`` function (see |
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883 the ``crypt`` module in your Python distribution). An example entry |
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884 would be:: |
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885 |
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886 admin:aamrgyQfDFSHw |
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887 |
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888 Each user of Roundup must still have their information stored in the Roundup |
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889 database - we just use the passwd file to check their password. To do this, we |
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890 need to override the standard ``verifyPassword`` method defined in |
| 2915 | 891 ``roundup.cgi.actions.LoginAction`` and register the new class. The |
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892 following is added as ``externalpassword.py`` in the tracker ``extensions`` |
| 2915 | 893 directory:: |
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894 |
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895 import os, crypt |
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896 from roundup.cgi.actions import LoginAction |
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897 |
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898 class ExternalPasswordLoginAction(LoginAction): |
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899 def verifyPassword(self, userid, password): |
| 2915 | 900 '''Look through the file, line by line, looking for a |
| 901 name that matches. | |
| 902 ''' | |
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903 # get the user's username |
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904 username = self.db.user.get(userid, 'username') |
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905 |
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906 # the passwords are stored in the "passwd.txt" file in the |
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907 # tracker home |
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908 file = os.path.join(self.db.config.TRACKER_HOME, 'passwd.txt') |
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909 |
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910 # see if we can find a match |
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911 for ent in [line.strip().split(':') for line in |
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912 open(file).readlines()]: |
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913 if ent[0] == username: |
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914 return crypt.crypt(password, ent[1][:2]) == ent[1] |
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915 |
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916 # user doesn't exist in the file |
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917 return 0 |
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918 |
| 2915 | 919 def init(instance): |
| 920 instance.registerAction('login', ExternalPasswordLoginAction) | |
| 921 | |
| 922 You should also remove the redundant password fields from the ``user.item`` | |
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|
923 template. |
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924 |
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925 |
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|
926 Using a UN*X passwd file as the user database |
|
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927 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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928 |
|
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|
929 On some systems the primary store of users is the UN*X passwd file. It |
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930 holds information on users such as their username, real name, password |
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|
931 and primary user group. |
|
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|
932 |
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|
933 Roundup can use this store as its primary source of user information, |
|
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|
934 but it needs additional information too - email address(es), Roundup |
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935 Roles, vacation flags, Roundup hyperdb item ids, etc. Also, "retired" |
|
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|
936 users must still exist in the user database, unlike some passwd files in |
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937 which the users are removed when they no longer have access to a system. |
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938 |
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|
939 To make use of the passwd file, we therefore synchronise between the two |
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940 user stores. We also use the passwd file to validate the user logins, as |
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|
941 described in the previous example, `using an external password |
|
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942 validation source`_. We keep the user lists in sync using a fairly |
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943 simple script that runs once a day, or several times an hour if more |
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944 immediate access is needed. In short, it: |
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945 |
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946 1. parses the passwd file, finding usernames, passwords and real names, |
|
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947 2. compares that list to the current Roundup user list: |
|
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948 |
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949 a. entries no longer in the passwd file are *retired* |
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950 b. entries with mismatching real names are *updated* |
| 1293 | 951 c. entries only exist in the passwd file are *created* |
|
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952 |
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953 3. send an email to administrators to let them know what's been done. |
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954 |
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955 The retiring and updating are simple operations, requiring only a call |
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956 to ``retire()`` or ``set()``. The creation operation requires more |
|
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957 information though - the user's email address and their Roundup Roles. |
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958 We're going to assume that the user's email address is the same as their |
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959 login name, so we just append the domain name to that. The Roles are |
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960 determined using the passwd group identifier - mapping their UN*X group |
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961 to an appropriate set of Roles. |
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962 |
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|
963 The script to perform all this, broken up into its main components, is |
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964 as follows. Firstly, we import the necessary modules and open the |
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965 tracker we're to work on:: |
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966 |
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967 import sys, os, smtplib |
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968 from roundup import instance, date |
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969 |
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970 # open the tracker |
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971 tracker_home = sys.argv[1] |
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972 tracker = instance.open(tracker_home) |
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973 |
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974 Next we read in the *passwd* file from the tracker home:: |
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975 |
|
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976 # read in the users from the "passwd.txt" file |
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977 file = os.path.join(tracker_home, 'passwd.txt') |
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978 users = [x.strip().split(':') for x in open(file).readlines()] |
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979 |
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980 Handle special users (those to ignore in the file, and those who don't |
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|
981 appear in the file):: |
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982 |
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983 # users to not keep ever, pre-load with the users I know aren't |
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984 # "real" users |
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985 ignore = ['ekmmon', 'bfast', 'csrmail'] |
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986 |
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987 # users to keep - pre-load with the roundup-specific users |
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988 keep = ['comment_pool', 'network_pool', 'admin', 'dev-team', |
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989 'cs_pool', 'anonymous', 'system_pool', 'automated'] |
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|
990 |
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991 Now we map the UN*X group numbers to the Roles that users should have:: |
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|
992 |
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993 roles = { |
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994 '501': 'User,Tech', # tech |
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995 '502': 'User', # finance |
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996 '503': 'User,CSR', # customer service reps |
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997 '504': 'User', # sales |
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998 '505': 'User', # marketing |
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999 } |
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|
1000 |
|
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1001 Now we do all the work. Note that the body of the script (where we have |
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1002 the tracker database open) is wrapped in a ``try`` / ``finally`` clause, |
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1003 so that we always close the database cleanly when we're finished. So, we |
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1004 now do all the work:: |
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|
1005 |
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1006 # open the database |
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1007 db = tracker.open('admin') |
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1008 try: |
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1009 # store away messages to send to the tracker admins |
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1010 msg = [] |
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1011 |
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1012 # loop over the users list read in from the passwd file |
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1013 for user,passw,uid,gid,real,home,shell in users: |
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1014 if user in ignore: |
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1015 # this user shouldn't appear in our tracker |
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1016 continue |
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1017 keep.append(user) |
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1018 try: |
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1019 # see if the user exists in the tracker |
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1020 uid = db.user.lookup(user) |
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1021 |
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1022 # yes, they do - now check the real name for correctness |
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1023 if real != db.user.get(uid, 'realname'): |
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1024 db.user.set(uid, realname=real) |
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1025 msg.append('FIX %s - %s'%(user, real)) |
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1026 except KeyError: |
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1027 # nope, the user doesn't exist |
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1028 db.user.create(username=user, realname=real, |
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1029 address='%s@ekit-inc.com'%user, roles=roles[gid]) |
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|
1030 msg.append('ADD %s - %s (%s)'%(user, real, roles[gid])) |
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1031 |
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1032 # now check that all the users in the tracker are also in our |
|
0807e3676133
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|
1033 # "keep" list - retire those who aren't |
|
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|
1034 for uid in db.user.list(): |
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|
1035 user = db.user.get(uid, 'username') |
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|
1036 if user not in keep: |
|
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|
1037 db.user.retire(uid) |
|
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1038 msg.append('RET %s'%user) |
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1039 |
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1040 # if we did work, then send email to the tracker admins |
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|
1041 if msg: |
|
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|
1042 # create the email |
|
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|
1043 msg = '''Subject: %s user database maintenance |
|
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1044 |
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1045 %s |
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|
1046 '''%(db.config.TRACKER_NAME, '\n'.join(msg)) |
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|
1047 |
|
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|
1048 # send the email |
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|
1049 smtp = smtplib.SMTP(db.config.MAILHOST) |
|
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|
1050 addr = db.config.ADMIN_EMAIL |
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1051 smtp.sendmail(addr, addr, msg) |
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1052 |
|
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|
1053 # now we're done - commit the changes |
|
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|
1054 db.commit() |
|
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|
1055 finally: |
|
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|
1056 # always close the database cleanly |
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1057 db.close() |
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|
1058 |
|
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1059 And that's it! |
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|
1060 |
|
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|
1061 |
|
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1062 Using an LDAP database for user information |
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1063 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1064 |
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1065 A script that reads users from an LDAP store using |
| 5367 | 1066 https://pypi.org/project/python-ldap/ and then compares the list to the users in the |
|
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1067 Roundup user database would be pretty easy to write. You'd then have it run |
|
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1068 once an hour / day (or on demand if you can work that into your LDAP store |
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1069 workflow). See the example `Using a UN*X passwd file as the user database`_ |
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1070 for more information about doing this. |
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1071 |
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1072 To authenticate off the LDAP store (rather than using the passwords in the |
|
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1073 Roundup user database) you'd use the same python-ldap module inside an |
|
2017
31d920b31642
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Johannes Gijsbers <jlgijsbers@users.sourceforge.net>
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|
1074 extension to the cgi interface. You'd do this by overriding the method called |
|
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1075 ``verifyPassword`` on the ``LoginAction`` class in your tracker's |
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1076 ``extensions`` directory (see `using an external password validation |
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1077 source`_). The method is implemented by default as:: |
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1078 |
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1079 def verifyPassword(self, userid, password): |
|
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1080 ''' Verify the password that the user has supplied |
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1081 ''' |
|
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1082 stored = self.db.user.get(self.userid, 'password') |
|
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1083 if password == stored: |
|
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|
1084 return 1 |
|
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1085 if not password and not stored: |
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1086 return 1 |
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|
1087 return 0 |
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|
1088 |
|
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1089 So you could reimplement this as something like:: |
|
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1090 |
|
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1091 def verifyPassword(self, userid, password): |
|
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1092 ''' Verify the password that the user has supplied |
|
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1093 ''' |
|
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1094 # look up some unique LDAP information about the user |
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1095 username = self.db.user.get(self.userid, 'username') |
|
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1096 # now verify the password supplied against the LDAP store |
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1097 |
|
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1098 |
|
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1099 Changes to Tracker Behaviour |
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1100 ---------------------------- |
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1101 |
|
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1102 .. index:: single: auditors; how to register (example) |
|
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1103 single: reactors; how to register (example) |
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1104 |
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1105 Preventing SPAM |
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1106 ~~~~~~~~~~~~~~~ |
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1107 |
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1108 The following detector code may be installed in your tracker's |
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1109 ``detectors`` directory. It will block any messages being created that |
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1110 have HTML attachments (a very common vector for spam and phishing) |
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1111 and any messages that have more than 2 HTTP URLs in them. Just copy |
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1112 the following into ``detectors/anti_spam.py`` in your tracker:: |
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1113 |
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1114 from roundup.exceptions import Reject |
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1115 |
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1116 def reject_html(db, cl, nodeid, newvalues): |
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1117 if newvalues['type'] == 'text/html': |
|
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1118 raise Reject('not allowed') |
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1119 |
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1120 def reject_manylinks(db, cl, nodeid, newvalues): |
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1121 content = newvalues['content'] |
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1122 if content.count('http://') > 2: |
|
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1123 raise Reject('not allowed') |
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1124 |
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1125 def init(db): |
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1126 db.file.audit('create', reject_html) |
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1127 db.msg.audit('create', reject_manylinks) |
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1128 |
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1129 You may also wish to block image attachments if your tracker does not |
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1130 need that ability:: |
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1131 |
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1132 if newvalues['type'].startswith('image/'): |
|
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1133 raise Reject('not allowed') |
|
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1134 |
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1135 |
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1136 Stop "nosy" messages going to people on vacation |
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1137 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1138 |
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1139 When users go on vacation and set up vacation email bouncing, you'll |
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1140 start to see a lot of messages come back through Roundup "Fred is on |
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1141 vacation". Not very useful, and relatively easy to stop. |
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1142 |
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1143 1. add a "vacation" flag to your users:: |
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1144 |
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1145 user = Class(db, "user", |
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1146 username=String(), password=Password(), |
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1147 address=String(), realname=String(), |
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1148 phone=String(), organisation=String(), |
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1149 alternate_addresses=String(), |
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1150 roles=String(), queries=Multilink("query"), |
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1151 vacation=Boolean()) |
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1152 |
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1153 2. So that users may edit the vacation flags, add something like the |
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1154 following to your ``user.item`` template:: |
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1155 |
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1156 <tr> |
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1157 <th>On Vacation</th> |
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1158 <td tal:content="structure context/vacation/field">vacation</td> |
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1159 </tr> |
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1160 |
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1161 3. edit your detector ``nosyreactor.py`` so that the ``nosyreaction()`` |
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1162 consists of:: |
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1163 |
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1164 def nosyreaction(db, cl, nodeid, oldvalues): |
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1165 users = db.user |
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1166 messages = db.msg |
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1167 # send a copy of all new messages to the nosy list |
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1168 for msgid in determineNewMessages(cl, nodeid, oldvalues): |
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1169 try: |
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1170 # figure the recipient ids |
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1171 sendto = [] |
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1172 seen_message = {} |
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1173 recipients = messages.get(msgid, 'recipients') |
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1174 for recipid in messages.get(msgid, 'recipients'): |
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1175 seen_message[recipid] = 1 |
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1176 |
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1177 # figure the author's id, and indicate they've received |
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1178 # the message |
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1179 authid = messages.get(msgid, 'author') |
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1180 |
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1181 # possibly send the message to the author, as long as |
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1182 # they aren't anonymous |
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1183 if (db.config.MESSAGES_TO_AUTHOR == 'yes' and |
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1184 users.get(authid, 'username') != 'anonymous'): |
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1185 sendto.append(authid) |
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1186 seen_message[authid] = 1 |
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1187 |
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1188 # now figure the nosy people who weren't recipients |
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1189 nosy = cl.get(nodeid, 'nosy') |
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1190 for nosyid in nosy: |
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1191 # Don't send nosy mail to the anonymous user (that |
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1192 # user shouldn't appear in the nosy list, but just |
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1193 # in case they do...) |
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1194 if users.get(nosyid, 'username') == 'anonymous': |
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1195 continue |
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1196 # make sure they haven't seen the message already |
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1197 if nosyid not in seen_message: |
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1198 # send it to them |
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1199 sendto.append(nosyid) |
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1200 recipients.append(nosyid) |
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1201 |
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1202 # generate a change note |
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1203 if oldvalues: |
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1204 note = cl.generateChangeNote(nodeid, oldvalues) |
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1205 else: |
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1206 note = cl.generateCreateNote(nodeid) |
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1207 |
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1208 # we have new recipients |
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1209 if sendto: |
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1210 # filter out the people on vacation |
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1211 sendto = [i for i in sendto |
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1212 if not users.get(i, 'vacation', 0)] |
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1213 |
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1214 # map userids to addresses |
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1215 sendto = [users.get(i, 'address') for i in sendto] |
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1216 |
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1217 # update the message's recipients list |
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1218 messages.set(msgid, recipients=recipients) |
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1219 |
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1220 # send the message |
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1221 cl.send_message(nodeid, msgid, note, sendto) |
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1222 except roundupdb.MessageSendError as message: |
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1223 raise roundupdb.DetectorError(message) |
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1224 |
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1225 Note that this is the standard nosy reaction code, with the small |
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1226 addition of:: |
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1227 |
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1228 # filter out the people on vacation |
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1229 sendto = [i for i in sendto if not users.get(i, 'vacation', 0)] |
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1230 |
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1231 which filters out the users that have the vacation flag set to true. |
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1232 |
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1233 Adding in state transition control |
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1234 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1235 |
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1236 Sometimes tracker admins want to control the states to which users may |
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1237 move issues. You can do this by following these steps: |
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1238 |
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1239 1. make "status" a required variable. This is achieved by adding the |
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1240 following to the top of the form in the ``issue.item.html`` |
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1241 template:: |
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1242 |
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1243 <input type="hidden" name="@required" value="status"> |
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1244 |
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1245 This will force users to select a status. |
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1246 |
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1247 2. add a Multilink property to the status class:: |
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1248 |
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1249 stat = Class(db, "status", ... , transitions=Multilink('status'), |
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1250 ...) |
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1251 |
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1252 and then edit the statuses already created, either: |
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1253 |
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1254 a. through the web using the class list -> status class editor, or |
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1255 b. using the ``roundup-admin`` "set" command. |
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1256 |
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1257 3. add an auditor module ``checktransition.py`` in your tracker's |
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1258 ``detectors`` directory, for example:: |
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1259 |
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1260 def checktransition(db, cl, nodeid, newvalues): |
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1261 ''' Check that the desired transition is valid for the "status" |
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1262 property. |
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1263 ''' |
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1264 if 'status' not in newvalues: |
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1265 return |
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1266 current = cl.get(nodeid, 'status') |
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1267 new = newvalues['status'] |
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1268 if new == current: |
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1269 return |
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1270 ok = db.status.get(current, 'transitions') |
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1271 if new not in ok: |
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1272 raise ValueError('Status not allowed to move from "%s" to "%s"'%( |
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1273 db.status.get(current, 'name'), db.status.get(new, 'name'))) |
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1274 |
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1275 def init(db): |
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1276 db.issue.audit('set', checktransition) |
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1277 |
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1278 4. in the ``issue.item.html`` template, change the status editing bit |
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1279 from:: |
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1280 |
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1281 <th>Status</th> |
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1282 <td tal:content="structure context/status/menu">status</td> |
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1283 |
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1284 to:: |
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1285 |
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1286 <th>Status</th> |
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1287 <td> |
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1288 <select tal:condition="context/id" name="status"> |
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1289 <tal:block tal:define="ok context/status/transitions" |
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1290 tal:repeat="state db/status/list"> |
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1291 <option tal:condition="python:state.id in ok" |
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1292 tal:attributes=" |
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1293 value state/id; |
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1294 selected python:state.id == context.status.id" |
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1295 tal:content="state/name"></option> |
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1296 </tal:block> |
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1297 </select> |
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1298 <tal:block tal:condition="not:context/id" |
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1299 tal:replace="structure context/status/menu" /> |
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1300 </td> |
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1301 |
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1302 which displays only the allowed status to transition to. |
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1303 |
| 1262 | 1304 |
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1305 Blocking issues that depend on other issues |
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1306 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1307 |
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1308 We needed the ability to mark certain issues as "blockers" - that is, |
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1309 they can't be resolved until another issue (the blocker) they rely on is |
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1310 resolved. To achieve this: |
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1311 |
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1312 1. Create a new property on the ``issue`` class: |
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1313 ``blockers=Multilink("issue")``. To do this, edit the definition of |
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1314 this class in your tracker's ``schema.py`` file. Change this:: |
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1315 |
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1316 issue = IssueClass(db, "issue", |
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1317 assignedto=Link("user"), keyword=Multilink("keyword"), |
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1318 priority=Link("priority"), status=Link("status")) |
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1319 |
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1320 to this, adding the blockers entry:: |
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1321 |
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1322 issue = IssueClass(db, "issue", |
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1323 blockers=Multilink("issue"), |
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1324 assignedto=Link("user"), keyword=Multilink("keyword"), |
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1325 priority=Link("priority"), status=Link("status")) |
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1326 |
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1327 2. Add the new ``blockers`` property to the ``issue.item.html`` edit |
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1328 page, using something like:: |
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1329 |
|
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1330 <th>Waiting On</th> |
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1331 <td> |
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1332 <span tal:replace="structure python:context.blockers.field(showid=1, |
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1333 size=20)" /> |
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1334 <span tal:replace="structure python:db.issue.classhelp('id,title', |
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1335 property='blockers')" /> |
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1336 <span tal:condition="context/blockers" |
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1337 tal:repeat="blk context/blockers"> |
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1338 <br>View: <a tal:attributes="href string:issue${blk/id}" |
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1339 tal:content="blk/id"></a> |
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1340 </span> |
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1341 </td> |
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1342 |
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1343 You'll need to fiddle with your item page layout to find an |
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1344 appropriate place to put it - I'll leave that fun part up to you. |
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1345 Just make sure it appears in the first table, possibly somewhere near |
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1346 the "superseders" field. |
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1347 |
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1348 3. Create a new detector module (see below) which enforces the rules: |
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1349 |
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1350 - issues may not be resolved if they have blockers |
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1351 - when a blocker is resolved, it's removed from issues it blocks |
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1352 |
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1353 The contents of the detector should be something like this:: |
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1354 |
| 3258 | 1355 |
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1356 def blockresolution(db, cl, nodeid, newvalues): |
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1357 ''' If the issue has blockers, don't allow it to be resolved. |
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1358 ''' |
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1359 if nodeid is None: |
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1360 blockers = [] |
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1361 else: |
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1362 blockers = cl.get(nodeid, 'blockers') |
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1363 blockers = newvalues.get('blockers', blockers) |
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1364 |
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1365 # don't do anything if there's no blockers or the status hasn't |
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1366 # changed |
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1367 if not blockers or 'status' not in newvalues: |
|
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|
1368 return |
|
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|
1369 |
|
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1370 # get the resolved state ID |
|
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1371 resolved_id = db.status.lookup('resolved') |
|
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1372 |
|
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1373 # format the info |
|
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1374 u = db.config.TRACKER_WEB |
|
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1375 s = ', '.join(['<a href="%sissue%s">%s</a>'%( |
|
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1376 u,id,id) for id in blockers]) |
|
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1377 if len(blockers) == 1: |
|
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1378 s = 'issue %s is'%s |
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1379 else: |
|
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1380 s = 'issues %s are'%s |
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1381 |
|
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1382 # ok, see if we're trying to resolve |
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1383 if newvalues['status'] == resolved_id: |
|
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1384 raise ValueError("This issue can't be resolved until %s resolved."%s) |
|
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1385 |
| 3258 | 1386 |
| 1387 def resolveblockers(db, cl, nodeid, oldvalues): | |
|
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1388 ''' When we resolve an issue that's a blocker, remove it from the |
|
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1389 blockers list of the issue(s) it blocks. |
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1390 ''' |
| 3258 | 1391 newstatus = cl.get(nodeid,'status') |
| 1392 | |
| 1393 # no change? | |
| 1394 if oldvalues.get('status', None) == newstatus: | |
|
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1395 return |
|
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|
1396 |
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1397 resolved_id = db.status.lookup('resolved') |
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1398 |
|
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1399 # interesting? |
| 3258 | 1400 if newstatus != resolved_id: |
|
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1401 return |
|
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1402 |
|
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1403 # yes - find all the blocked issues, if any, and remove me from |
|
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1404 # their blockers list |
|
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1405 issues = cl.find(blockers=nodeid) |
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1406 for issueid in issues: |
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1407 blockers = cl.get(issueid, 'blockers') |
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1408 if nodeid in blockers: |
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|
1409 blockers.remove(nodeid) |
|
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1410 cl.set(issueid, blockers=blockers) |
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1411 |
|
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|
1412 def init(db): |
|
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1413 # might, in an obscure situation, happen in a create |
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|
1414 db.issue.audit('create', blockresolution) |
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|
1415 db.issue.audit('set', blockresolution) |
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1416 |
|
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1417 # can only happen on a set |
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1418 db.issue.react('set', resolveblockers) |
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1419 |
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1420 Put the above code in a file called "blockers.py" in your tracker's |
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1421 "detectors" directory. |
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1422 |
|
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1423 4. Finally, and this is an optional step, modify the tracker web page |
|
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1424 URLs so they filter out issues with any blockers. You do this by |
|
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|
1425 adding an additional filter on "blockers" for the value "-1". For |
|
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|
1426 example, the existing "Show All" link in the "page" template (in the |
|
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|
1427 tracker's "html" directory) looks like this:: |
|
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1428 |
|
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|
1429 <a href="#" |
|
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|
1430 tal:attributes="href python:request.indexargs_url('issue', { |
|
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|
1431 '@sort': '-activity', |
|
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|
1432 '@group': 'priority', |
|
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|
1433 '@filter': 'status', |
|
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|
1434 '@columns': columns_showall, |
|
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|
1435 '@search_text': '', |
|
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|
1436 'status': status_notresolved, |
|
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|
1437 '@dispname': i18n.gettext('Show All'), |
|
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|
1438 })" |
|
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|
1439 i18n:translate="">Show All</a><br> |
|
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|
1440 |
|
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|
1441 modify it to add the "blockers" info to the URL (note, both the |
| 3590 | 1442 "@filter" *and* "blockers" values must be specified):: |
|
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1443 |
|
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|
1444 <a href="#" |
|
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|
1445 tal:attributes="href python:request.indexargs_url('issue', { |
|
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|
1446 '@sort': '-activity', |
|
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|
1447 '@group': 'priority', |
|
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|
1448 '@filter': 'status,blockers', |
|
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|
1449 '@columns': columns_showall, |
|
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|
1450 '@search_text': '', |
|
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|
1451 'status': status_notresolved, |
|
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|
1452 'blockers': '-1', |
|
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|
1453 '@dispname': i18n.gettext('Show All'), |
|
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|
1454 })" |
|
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|
1455 i18n:translate="">Show All</a><br> |
| 2409 | 1456 |
| 3052 | 1457 The above examples are line-wrapped on the trailing & and should |
| 1458 be unwrapped. | |
|
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1459 |
|
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|
1460 That's it. You should now be able to set blockers on your issues. Note |
|
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|
1461 that if you want to know whether an issue has any other issues dependent |
|
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|
1462 on it (i.e. it's in their blockers list) you can look at the journal |
|
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|
1463 history at the bottom of the issue page - look for a "link" event to |
|
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|
1464 another issue's "blockers" property. |
|
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|
1465 |
|
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|
1466 Add users to the nosy list based on the keyword |
|
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|
1467 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
1468 |
|
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|
1469 Let's say we need the ability to automatically add users to the nosy |
|
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|
1470 list based |
|
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|
1471 on the occurance of a keyword. Every user should be allowed to edit their |
|
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|
1472 own list of keywords for which they want to be added to the nosy list. |
|
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1473 |
|
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|
1474 Below, we'll show that this change can be done with minimal |
|
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|
1475 understanding of the Roundup system, using only copy and paste. |
|
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|
1476 |
|
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|
1477 This requires three changes to the tracker: a change in the database to |
|
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|
1478 allow per-user recording of the lists of keywords for which he wants to |
|
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|
1479 be put on the nosy list, a change in the user view allowing them to edit |
|
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|
1480 this list of keywords, and addition of an auditor which updates the nosy |
|
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|
1481 list when a keyword is set. |
|
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|
1482 |
|
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|
1483 Adding the nosy keyword list |
|
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|
1484 :::::::::::::::::::::::::::: |
|
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|
1485 |
|
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|
1486 The change to make in the database, is that for any user there should be a list |
|
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|
1487 of keywords for which he wants to be put on the nosy list. Adding a |
|
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|
1488 ``Multilink`` of ``keyword`` seems to fullfill this. As such, all that has to |
|
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|
1489 be done is to add a new field to the definition of ``user`` within the file |
|
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1490 ``schema.py``. We will call this new field ``nosy_keywords``, and the updated |
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1491 definition of user will be:: |
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1492 |
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1493 user = Class(db, "user", |
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1494 username=String(), password=Password(), |
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1495 address=String(), realname=String(), |
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1496 phone=String(), organisation=String(), |
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1497 alternate_addresses=String(), |
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1498 queries=Multilink('query'), roles=String(), |
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1499 timezone=String(), |
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1500 nosy_keywords=Multilink('keyword')) |
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1501 |
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1502 Changing the user view to allow changing the nosy keyword list |
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1503 :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: |
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1504 |
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1505 We want any user to be able to change the list of keywords for which |
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1506 he will by default be added to the nosy list. We choose to add this |
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1507 to the user view, as is generated by the file ``html/user.item.html``. |
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1508 We can easily |
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1509 see that the keyword field in the issue view has very similar editing |
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1510 requirements as our nosy keywords, both being lists of keywords. As |
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1511 such, we look for Keywords in ``issue.item.html``, and extract the |
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1512 associated parts from there. We add this to ``user.item.html`` at the |
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1513 bottom of the list of viewed items (i.e. just below the 'Alternate |
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1514 E-mail addresses' in the classic template):: |
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1515 |
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1516 <tr> |
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1517 <th>Nosy Keywords</th> |
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1518 <td> |
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1519 <span tal:replace="structure context/nosy_keywords/field" /> |
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1520 <span tal:replace="structure python:db.keyword.classhelp(property='nosy_keywords')" /> |
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1521 </td> |
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1522 </tr> |
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1523 |
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1524 |
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1525 Addition of an auditor to update the nosy list |
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1526 :::::::::::::::::::::::::::::::::::::::::::::: |
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1527 |
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1528 The more difficult part is the logic to add |
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1529 the users to the nosy list when required. |
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1530 We choose to perform this action whenever the keywords on an |
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1531 item are set (this includes the creation of items). |
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1532 Here we choose to start out with a copy of the |
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1533 ``detectors/nosyreaction.py`` detector, which we copy to the file |
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1534 ``detectors/nosy_keyword_reaction.py``. |
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1535 This looks like a good start as it also adds users |
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1536 to the nosy list. A look through the code reveals that the |
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1537 ``nosyreaction`` function actually sends the e-mail. |
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1538 We don't need this. Therefore, we can change the ``init`` function to:: |
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1539 |
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1540 def init(db): |
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1541 db.issue.audit('create', update_kw_nosy) |
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1542 db.issue.audit('set', update_kw_nosy) |
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1543 |
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1544 After that, we rename the ``updatenosy`` function to ``update_kw_nosy``. |
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1545 The first two blocks of code in that function relate to setting |
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1546 ``current`` to a combination of the old and new nosy lists. This |
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1547 functionality is left in the new auditor. The following block of |
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1548 code, which handled adding the assignedto user(s) to the nosy list in |
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|
1549 ``updatenosy``, should be replaced by a block of code to add the |
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1550 interested users to the nosy list. We choose here to loop over all |
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|
1551 new keywords, than looping over all users, |
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1552 and assign the user to the nosy list when the keyword occurs in the user's |
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|
1553 ``nosy_keywords``. The next part in ``updatenosy`` -- adding the author |
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|
1554 and/or recipients of a message to the nosy list -- is obviously not |
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1555 relevant here and is thus deleted from the new auditor. The last |
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|
1556 part, copying the new nosy list to ``newvalues``, can stay as is. |
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|
1557 This results in the following function:: |
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1558 |
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1559 def update_kw_nosy(db, cl, nodeid, newvalues): |
|
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|
1560 '''Update the nosy list for changes to the keywords |
|
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1561 ''' |
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1562 # nodeid will be None if this is a new node |
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1563 current = {} |
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1564 if nodeid is None: |
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1565 ok = ('new', 'yes') |
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1566 else: |
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1567 ok = ('yes',) |
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1568 # old node, get the current values from the node if they haven't |
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1569 # changed |
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1570 if 'nosy' not in newvalues: |
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1571 nosy = cl.get(nodeid, 'nosy') |
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1572 for value in nosy: |
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1573 if value not in current: |
|
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1574 current[value] = 1 |
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1575 |
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1576 # if the nosy list changed in this transaction, init from the new value |
|
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1577 if 'nosy' in newvalues: |
|
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1578 nosy = newvalues.get('nosy', []) |
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1579 for value in nosy: |
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1580 if not db.hasnode('user', value): |
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1581 continue |
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|
1582 if value not in current: |
|
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1583 current[value] = 1 |
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1584 |
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1585 # add users with keyword in nosy_keywords to the nosy list |
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1586 if 'keyword' in newvalues and newvalues['keyword'] is not None: |
|
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|
1587 keyword_ids = newvalues['keyword'] |
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|
1588 for keyword in keyword_ids: |
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1589 # loop over all users, |
|
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1590 # and assign user to nosy when keyword in nosy_keywords |
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1591 for user_id in db.user.list(): |
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1592 nosy_kw = db.user.get(user_id, "nosy_keywords") |
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1593 found = 0 |
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1594 for kw in nosy_kw: |
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1595 if kw == keyword: |
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1596 found = 1 |
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1597 if found: |
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1598 current[user_id] = 1 |
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1599 |
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1600 # that's it, save off the new nosy list |
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1601 newvalues['nosy'] = list(current.keys()) |
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1602 |
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1603 These two function are the only ones needed in the file. |
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1604 |
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1605 TODO: update this example to use the ``find()`` Class method. |
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1606 |
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1607 Caveats |
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1608 ::::::: |
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1609 |
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1610 A few problems with the design here can be noted: |
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1611 |
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1612 Multiple additions |
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1613 When a user, after automatic selection, is manually removed |
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1614 from the nosy list, he is added to the nosy list again when the |
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1615 keyword list of the issue is updated. A better design might be |
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1616 to only check which keywords are new compared to the old list |
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1617 of keywords, and only add users when they have indicated |
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1618 interest on a new keyword. |
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1619 |
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1620 The code could also be changed to only trigger on the ``create()`` |
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1621 event, rather than also on the ``set()`` event, thus only setting |
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1622 the nosy list when the issue is created. |
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1623 |
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1624 Scalability |
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1625 In the auditor, there is a loop over all users. For a site with |
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1626 only few users this will pose no serious problem; however, with |
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1627 many users this will be a serious performance bottleneck. |
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1628 A way out would be to link from the keywords to the users who |
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1629 selected these keywords as nosy keywords. This will eliminate the |
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1630 loop over all users. See the ``rev_multilink`` attribute to make |
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1631 this easier. |
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1632 |
| 4781 | 1633 Restricting updates that arrive by email |
| 1634 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 1635 | |
| 1636 Roundup supports multiple update methods: | |
| 1637 | |
| 1638 1. command line | |
| 1639 2. plain email | |
| 1640 3. pgp signed email | |
| 1641 4. web access | |
| 1642 | |
| 1643 in some cases you may need to prevent changes to properties by some of | |
| 1644 these methods. For example you can set up issues that are viewable | |
| 1645 only by people on the nosy list. So you must prevent unauthenticated | |
| 1646 changes to the nosy list. | |
| 1647 | |
| 1648 Since plain email can be easily forged, it does not provide sufficient | |
| 1649 authentication in this senario. | |
| 1650 | |
| 1651 To prevent this we can add a detector that audits the source of the | |
| 1652 transaction and rejects the update if it changes the nosy list. | |
| 1653 | |
| 1654 Create the detector (auditor) module and add it to the detectors | |
| 1655 directory of your tracker:: | |
| 1656 | |
| 1657 from roundup import roundupdb, hyperdb | |
| 1658 | |
| 1659 from roundup.mailgw import Unauthorized | |
| 1660 | |
| 1661 def restrict_nosy_changes(db, cl, nodeid, newvalues): | |
| 1662 '''Do not permit changes to nosy via email.''' | |
| 1663 | |
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1664 if 'nosy' not in newvalues: |
| 4781 | 1665 # the nosy field has not changed so no need to check. |
| 1666 return | |
| 1667 | |
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1668 if db.tx_Source in ['web', 'rest', 'xmlrpc', 'email-sig-openpgp', 'cli' ]: |
| 4781 | 1669 # if the source of the transaction is from an authenticated |
| 1670 # source or a privileged process allow the transaction. | |
| 1671 # Other possible sources: 'email' | |
| 1672 return | |
| 1673 | |
| 1674 # otherwise raise an error | |
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1675 raise Unauthorized( \ |
| 4781 | 1676 'Changes to nosy property not allowed via %s for this issue.'%\ |
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1677 tx_Source) |
| 4781 | 1678 |
| 1679 def init(db): | |
| 1680 ''' Install restrict_nosy_changes to run after other auditors. | |
| 1681 | |
| 1682 Allow initial creation email to set nosy. | |
| 1683 So don't execute: db.issue.audit('create', requestedbyauditor) | |
| 1684 | |
| 1685 Set priority to 110 to run this auditor after other auditors | |
| 1686 that can cause nosy to change. | |
| 1687 ''' | |
| 1688 db.issue.audit('set', restrict_nosy_changes, 110) | |
| 1689 | |
| 1690 This detector (auditor) will prevent updates to the nosy field if it | |
| 1691 arrives by email. Since it runs after other auditors (due to the | |
| 1692 priority of 110), it will also prevent changes to the nosy field that | |
| 1693 are done by other auditors if triggered by an email. | |
| 1694 | |
| 1695 Note that db.tx_Source was not present in roundup versions before | |
|
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1696 1.4.22, so you must be running a newer version to use this detector. |
| 4781 | 1697 Read the CHANGES.txt document in the roundup source code for further |
| 1698 details on tx_Source. | |
| 1699 | |
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1700 Changes to Security and Permissions |
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1701 ----------------------------------- |
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1702 |
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1703 Restricting the list of users that are assignable to a task |
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1704 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1705 |
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1706 1. In your tracker's ``schema.py``, create a new Role, say "Developer":: |
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1707 |
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1708 db.security.addRole(name='Developer', description='A developer') |
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1709 |
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1710 2. Just after that, create a new Permission, say "Fixer", specific to |
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1711 "issue":: |
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1712 |
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1713 p = db.security.addPermission(name='Fixer', klass='issue', |
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1714 description='User is allowed to be assigned to fix issues') |
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1715 |
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1716 3. Then assign the new Permission to your "Developer" Role:: |
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1717 |
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1718 db.security.addPermissionToRole('Developer', p) |
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1719 |
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1720 4. In the issue item edit page (``html/issue.item.html`` in your tracker |
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1721 directory), use the new Permission in restricting the "assignedto" |
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1722 list:: |
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1723 |
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1724 <select name="assignedto"> |
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1725 <option value="-1">- no selection -</option> |
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1726 <tal:block tal:repeat="user db/user/list"> |
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1727 <option tal:condition="python:user.hasPermission( |
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1728 'Fixer', context._classname)" |
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1729 tal:attributes=" |
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1730 value user/id; |
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1731 selected python:user.id == context.assignedto" |
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1732 tal:content="user/realname"></option> |
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1733 </tal:block> |
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1734 </select> |
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1735 |
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1736 For extra security, you may wish to setup an auditor to enforce the |
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1737 Permission requirement (install this as ``assignedtoFixer.py`` in your |
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1738 tracker ``detectors`` directory):: |
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1739 |
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1740 def assignedtoMustBeFixer(db, cl, nodeid, newvalues): |
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1741 ''' Ensure the assignedto value in newvalues is used with the |
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1742 Fixer Permission |
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1743 ''' |
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1744 if 'assignedto' not in newvalues: |
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1745 # don't care |
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1746 return |
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1747 |
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1748 # get the userid |
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1749 userid = newvalues['assignedto'] |
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1750 if not db.security.hasPermission('Fixer', userid, cl.classname): |
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1751 raise ValueError('You do not have permission to edit %s'%cl.classname) |
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1752 |
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1753 def init(db): |
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1754 db.issue.audit('set', assignedtoMustBeFixer) |
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1755 db.issue.audit('create', assignedtoMustBeFixer) |
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1756 |
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1757 So now, if an edit action attempts to set "assignedto" to a user that |
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1758 doesn't have the "Fixer" Permission, the error will be raised. |
|
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1759 |
| 3121 | 1760 |
|
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1761 Users may only edit their issues |
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1762 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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1763 |
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1764 In this case, users registering themselves are granted Provisional |
|
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|
1765 access, meaning they |
|
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1766 have access to edit the issues they submit, but not others. We create a new |
|
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|
1767 Role called "Provisional User" which is granted to newly-registered users, |
|
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|
1768 and has limited access. One of the Permissions they have is the new "Edit |
| 3121 | 1769 Own" on issues (regular users have "Edit".) |
|
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|
1770 |
|
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|
1771 First up, we create the new Role and Permission structure in |
|
2983
9614a101b68f
Stuff from the train ride this morning:
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|
1772 ``schema.py``:: |
|
1954
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1773 |
| 3121 | 1774 # |
|
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1775 # New users not approved by the admin |
| 3121 | 1776 # |
|
1954
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|
1777 db.security.addRole(name='Provisional User', |
|
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1778 description='New user registered via web or email') |
|
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1779 |
|
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|
1780 # These users need to be able to view and create issues but only edit |
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1781 # and view their own |
|
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1782 db.security.addPermissionToRole('Provisional User', 'Create', 'issue') |
|
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1783 def own_issue(db, userid, itemid): |
|
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1784 '''Determine whether the userid matches the creator of the issue.''' |
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|
1785 return userid == db.issue.get(itemid, 'creator') |
|
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1786 p = db.security.addPermission(name='Edit', klass='issue', |
|
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1787 check=own_issue, description='Can only edit own issues') |
|
1954
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|
1788 db.security.addPermissionToRole('Provisional User', p) |
|
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1789 p = db.security.addPermission(name='View', klass='issue', |
|
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1790 check=own_issue, description='Can only view own issues') |
|
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|
1791 db.security.addPermissionToRole('Provisional User', p) |
|
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1792 # This allows the interface to get the names of the properties |
|
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|
1793 # in the issue. Used for selecting sorting and grouping |
|
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|
1794 # on the index page. |
|
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|
1795 p = db.security.addPermission(name='Search', klass='issue') |
|
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|
1796 db.security.addPermissionToRole ('Provisional User', p) |
|
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|
1797 |
|
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|
1798 |
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1799 # Assign the Permissions for issue-related classes |
|
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|
1800 for cl in 'file', 'msg', 'query', 'keyword': |
| 3121 | 1801 db.security.addPermissionToRole('Provisional User', 'View', cl) |
| 1802 db.security.addPermissionToRole('Provisional User', 'Edit', cl) | |
| 1803 db.security.addPermissionToRole('Provisional User', 'Create', cl) | |
|
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|
1804 for cl in 'priority', 'status': |
| 3121 | 1805 db.security.addPermissionToRole('Provisional User', 'View', cl) |
|
1954
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|
1806 |
|
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|
1807 # and give the new users access to the web and email interface |
|
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|
1808 db.security.addPermissionToRole('Provisional User', 'Web Access') |
|
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|
1809 db.security.addPermissionToRole('Provisional User', 'Email Access') |
|
1954
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1810 |
|
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|
1811 # make sure they can view & edit their own user record |
|
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|
1812 def own_record(db, userid, itemid): |
|
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1813 '''Determine whether the userid matches the item being accessed.''' |
|
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|
1814 return userid == itemid |
|
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|
1815 p = db.security.addPermission(name='View', klass='user', check=own_record, |
|
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|
1816 description="User is allowed to view their own user details") |
|
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|
1817 db.security.addPermissionToRole('Provisional User', p) |
|
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|
1818 p = db.security.addPermission(name='Edit', klass='user', check=own_record, |
|
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|
1819 description="User is allowed to edit their own user details") |
|
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|
1820 db.security.addPermissionToRole('Provisional User', p) |
|
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|
1821 |
|
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|
1822 Then, in ``config.ini``, we change the Role assigned to newly-registered |
|
1954
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|
1823 users, replacing the existing ``'User'`` values:: |
|
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|
1824 |
|
2921
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|
1825 [main] |
|
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|
1826 ... |
|
4941
b76710818d31
Roundup Tracker isssue #: 2550857
John Rouillard <rouilj@ieee.org>
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4921
diff
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|
1827 new_web_user_roles = Provisional User |
|
b76710818d31
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|
1828 new_email_user_roles = Provisional User |
|
1954
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|
1829 |
|
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|
1830 |
|
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|
1831 All users may only view and edit issues, files and messages they create |
|
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|
1832 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
1833 |
|
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|
1834 Replace the standard "classic" tracker View and Edit Permission assignments |
|
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|
1835 for the "issue", "file" and "msg" classes with the following:: |
|
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|
1836 |
|
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|
1837 def checker(klass): |
|
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|
1838 def check(db, userid, itemid, klass=klass): |
|
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|
1839 return db.getclass(klass).get(itemid, 'creator') == userid |
|
3580
5c26b9bbd31a
fix "All users may only view and edit issues, files and messages they...
Richard Jones <richard@users.sourceforge.net>
parents:
3548
diff
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|
1840 return check |
|
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|
1841 for cl in 'issue', 'file', 'msg': |
|
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|
1842 p = db.security.addPermission(name='View', klass=cl, |
|
6534
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Fix docs mising Search permission for example.
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|
1843 check=checker(cl), |
|
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Fix docs mising Search permission for example.
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|
1844 description='User can view only if creator.') |
|
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|
1845 db.security.addPermissionToRole('User', p) |
|
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|
1846 p = db.security.addPermission(name='Edit', klass=cl, |
|
6534
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Fix docs mising Search permission for example.
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|
1847 check=checker(cl), |
|
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Fix docs mising Search permission for example.
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|
1848 description='User can edit only if creator.') |
|
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|
1849 db.security.addPermissionToRole('User', p) |
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|
1850 db.security.addPermissionToRole('User', 'Create', cl) |
|
6534
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|
1851 # This allows the interface to get the names of the properties |
|
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Fix docs mising Search permission for example.
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|
1852 # in the issue. Used for selecting sorting and grouping |
|
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Fix docs mising Search permission for example.
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|
1853 # on the index page. |
|
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Fix docs mising Search permission for example.
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|
1854 p = db.security.addPermission(name='Search', klass='issue') |
|
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|
1855 db.security.addPermissionToRole ('User', p) |
|
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|
1856 |
|
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|
1857 |
|
4300
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|
1858 Moderating user registration |
|
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|
1859 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
1860 |
|
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|
1861 You could set up new-user moderation in a public tracker by: |
|
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|
1862 |
|
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|
1863 1. creating a new highly-restricted user role "Pending", |
|
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|
1864 2. set the config new_web_user_roles and/or new_email_user_roles to that |
|
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|
1865 role, |
|
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|
1866 3. have an auditor that emails you when new users are created with that |
|
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|
1867 role using roundup.mailer |
|
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|
1868 4. edit the role to "User" for valid users. |
|
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|
1869 |
|
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|
1870 Some simple javascript might help in the last step. If you have high volume |
|
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|
1871 you could search for all currently-Pending users and do a bulk edit of all |
|
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|
1872 their roles at once (again probably with some simple javascript help). |
|
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1873 |
|
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|
1874 |
|
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|
1875 Changes to the Web User Interface |
|
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|
1876 --------------------------------- |
|
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|
1877 |
|
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|
1878 Adding action links to the index page |
|
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|
1879 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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1880 |
|
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1881 Add a column to the ``item.index.html`` template. |
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1882 |
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1883 Resolving the issue:: |
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1884 |
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1885 <a tal:attributes="href |
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1886 string:issue${i/id}?:status=resolved&:action=edit">resolve</a> |
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1887 |
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1888 "Take" the issue:: |
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1889 |
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1890 <a tal:attributes="href |
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1891 string:issue${i/id}?:assignedto=${request/user/id}&:action=edit">take</a> |
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1892 |
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1893 ... and so on. |
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1894 |
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1895 Colouring the rows in the issue index according to priority |
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1896 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1897 |
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1898 A simple ``tal:attributes`` statement will do the bulk of the work here. In |
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1899 the ``issue.index.html`` template, add this to the ``<tr>`` that |
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1900 displays the rows of data:: |
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1901 |
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1902 <tr tal:attributes="class string:priority-${i/priority/plain}"> |
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1903 |
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1904 and then in your stylesheet (``style.css``) specify the colouring for the |
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1905 different priorities, as follows:: |
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1906 |
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1907 tr.priority-critical td { |
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1908 background-color: red; |
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1909 } |
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1910 |
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1911 tr.priority-urgent td { |
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1912 background-color: orange; |
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1913 } |
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1914 |
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1915 and so on, with far less offensive colours :) |
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1916 |
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1917 Editing multiple items in an index view |
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1918 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1919 |
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1920 To edit the status of all items in the item index view, edit the |
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1921 ``issue.index.html``: |
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1922 |
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1923 1. add a form around the listing table (separate from the existing |
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1924 index-page form), so at the top it reads:: |
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1925 |
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1926 <form method="POST" tal:attributes="action request/classname"> |
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1927 <table class="list"> |
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1928 |
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1929 and at the bottom of that table:: |
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1930 |
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1931 </table> |
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1932 </form |
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1933 |
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1934 making sure you match the ``</table>`` from the list table, not the |
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1935 navigation table or the subsequent form table. |
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1936 |
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1937 2. in the display for the issue property, change:: |
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1938 |
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1939 <td tal:condition="request/show/status" |
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1940 tal:content="python:i.status.plain() or default"> </td> |
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1941 |
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1942 to:: |
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1943 |
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1944 <td tal:condition="request/show/status" |
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1945 tal:content="structure i/status/field"> </td> |
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1946 |
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1947 this will result in an edit field for the status property. |
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1948 |
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1949 3. after the ``tal:block`` which lists the index items (marked by |
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1950 ``tal:repeat="i batch"``) add a new table row:: |
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1951 |
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1952 <tr> |
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1953 <td tal:attributes="colspan python:len(request.columns)"> |
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1954 <input name="@csrf" type="hidden" |
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1955 tal:attributes="value python:utils.anti_csrf_nonce()"> |
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1956 <input type="submit" value=" Save Changes "> |
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1957 <input type="hidden" name="@action" value="edit"> |
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1958 <tal:block replace="structure request/indexargs_form" /> |
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1959 </td> |
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1960 </tr> |
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1961 |
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1962 which gives us a submit button, indicates that we are performing an |
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1963 edit on any changed statuses, and provides a defense against cross |
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1964 site request forgery attacks. |
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1965 |
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1966 The final ``tal:block`` will make sure that the current index view |
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1967 parameters (filtering, columns, etc) will be used in rendering the |
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1968 next page (the results of the editing). |
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1969 |
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1970 |
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1971 Displaying only message summaries in the issue display |
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1972 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1973 |
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1974 Alter the ``issue.item`` template section for messages to:: |
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1975 |
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1976 <table class="messages" tal:condition="context/messages"> |
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1977 <tr><th colspan="5" class="header">Messages</th></tr> |
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1978 <tr tal:repeat="msg context/messages"> |
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1979 <td><a tal:attributes="href string:msg${msg/id}" |
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1980 tal:content="string:msg${msg/id}"></a></td> |
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1981 <td tal:content="msg/author">author</td> |
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1982 <td class="date" tal:content="msg/date/pretty">date</td> |
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1983 <td tal:content="msg/summary">summary</td> |
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1984 <td> |
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1985 <a tal:attributes="href string:?@remove@messages=${msg/id}&@action=edit"> |
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1986 remove</a> |
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1987 </td> |
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1988 </tr> |
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1989 </table> |
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1990 |
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1991 |
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1992 Enabling display of either message summaries or the entire messages |
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1993 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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1994 |
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1995 This is pretty simple - all we need to do is copy the code from the |
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1996 example `displaying only message summaries in the issue display`_ into |
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1997 our template alongside the summary display, and then introduce a switch |
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1998 that shows either the one or the other. We'll use a new form variable, |
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1999 ``@whole_messages`` to achieve this:: |
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2000 |
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2001 <table class="messages" tal:condition="context/messages"> |
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2002 <tal:block tal:condition="not:request/form/@whole_messages/value | python:0"> |
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2003 <tr><th colspan="3" class="header">Messages</th> |
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2004 <th colspan="2" class="header"> |
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2005 <a href="?@whole_messages=yes">show entire messages</a> |
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2006 </th> |
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2007 </tr> |
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2008 <tr tal:repeat="msg context/messages"> |
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2009 <td><a tal:attributes="href string:msg${msg/id}" |
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2010 tal:content="string:msg${msg/id}"></a></td> |
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2011 <td tal:content="msg/author">author</td> |
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2012 <td class="date" tal:content="msg/date/pretty">date</td> |
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2013 <td tal:content="msg/summary">summary</td> |
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2014 <td> |
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2015 <a tal:attributes="href string:?@remove@messages=${msg/id}&@action=edit">remove</a> |
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2016 </td> |
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2017 </tr> |
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2018 </tal:block> |
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2019 |
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2020 <tal:block tal:condition="request/form/@whole_messages/value | python:0"> |
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2021 <tr><th colspan="2" class="header">Messages</th> |
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2022 <th class="header"> |
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2023 <a href="?@whole_messages=">show only summaries</a> |
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2024 </th> |
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2025 </tr> |
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2026 <tal:block tal:repeat="msg context/messages"> |
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2027 <tr> |
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2028 <th tal:content="msg/author">author</th> |
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2029 <th class="date" tal:content="msg/date/pretty">date</th> |
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2030 <th style="text-align: right"> |
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2031 (<a tal:attributes="href string:?@remove@messages=${msg/id}&@action=edit">remove</a>) |
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2032 </th> |
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2033 </tr> |
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2034 <tr><td colspan="3" tal:content="msg/content"></td></tr> |
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2035 </tal:block> |
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2036 </tal:block> |
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2037 </table> |
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2038 |
| 3121 | 2039 |
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2040 Setting up a "wizard" (or "druid") for controlled adding of issues |
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2041 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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2042 |
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2043 1. Set up the page templates you wish to use for data input. My wizard |
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2044 is going to be a two-step process: first figuring out what category |
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2045 of issue the user is submitting, and then getting details specific to |
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2046 that category. The first page includes a table of help, explaining |
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2047 what the category names mean, and then the core of the form:: |
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2048 |
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2049 <form method="POST" onSubmit="return submit_once()" |
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2050 enctype="multipart/form-data"> |
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2051 <input name="@csrf" type="hidden" |
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2052 tal:attributes="value python:utils.anti_csrf_nonce()"> |
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2053 <input type="hidden" name="@template" value="add_page1"> |
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2054 <input type="hidden" name="@action" value="page1_submit"> |
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2055 |
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2056 <strong>Category:</strong> |
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2057 <tal:block tal:replace="structure context/category/menu" /> |
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2058 <input type="submit" value="Continue"> |
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2059 </form> |
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2060 |
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2061 The next page has the usual issue entry information, with the |
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2062 addition of the following form fragments:: |
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2063 |
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2064 <form method="POST" onSubmit="return submit_once()" |
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2065 enctype="multipart/form-data" |
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2066 tal:condition="context/is_edit_ok" |
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2067 tal:define="cat request/form/category/value"> |
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2068 |
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2069 <input name="@csrf" type="hidden" |
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2070 tal:attributes="value python:utils.anti_csrf_nonce()"> |
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2071 <input type="hidden" name="@template" value="add_page2"> |
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2072 <input type="hidden" name="@required" value="title"> |
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2073 <input type="hidden" name="category" tal:attributes="value cat"> |
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2074 . |
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2075 . |
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2076 . |
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2077 </form> |
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2078 |
|
3130
7308c3c5a943
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2079 Note that later in the form, I use the value of "cat" to decide which |
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2080 form elements should be displayed. For example:: |
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2081 |
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2082 <tal:block tal:condition="python:cat in '6 10 13 14 15 16 17'.split()"> |
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2083 <tr> |
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2084 <th>Operating System</th> |
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2085 <td tal:content="structure context/os/field"></td> |
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2086 </tr> |
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2087 <tr> |
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2088 <th>Web Browser</th> |
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2089 <td tal:content="structure context/browser/field"></td> |
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2090 </tr> |
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2091 </tal:block> |
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2092 |
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2093 ... the above section will only be displayed if the category is one |
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2094 of 6, 10, 13, 14, 15, 16 or 17. |
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2095 |
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2096 3. Determine what actions need to be taken between the pages - these are |
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2097 usually to validate user choices and determine what page is next. Now encode |
|
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2098 those actions in a new ``Action`` class (see |
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2099 `defining new web actions <reference.html#defining-new-web-actions>`_):: |
| 2915 | 2100 |
| 2101 from roundup.cgi.actions import Action | |
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2102 |
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2103 class Page1SubmitAction(Action): |
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2104 def handle(self): |
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2105 ''' Verify that the user has selected a category, and then move |
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|
2106 on to page 2. |
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2107 ''' |
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2108 category = self.form['category'].value |
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2109 if category == '-1': |
|
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2110 self.client.add_error_message('You must select a category of report') |
|
2156
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|
2111 return |
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2112 # everything's ok, move on to the next page |
|
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|
2113 self.client.template = 'add_page2' |
|
2156
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2114 |
| 2915 | 2115 def init(instance): |
| 2116 instance.registerAction('page1_submit', Page1SubmitAction) | |
|
2156
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reorg of the (now quite long) examples section and add new example
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2117 |
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2118 4. Use the usual "new" action as the ``@action`` on the final page, and |
|
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2119 you're done (the standard context/submit method can do this for you). |
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|
2120 |
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2121 |
|
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2122 Silent Submit |
|
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2123 ~~~~~~~~~~~~~ |
|
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2124 |
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2125 When working on an issue, most of the time the people on the nosy list |
|
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2126 need to be notified of changes. There are cases where a user wants to |
|
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2127 add a comment to an issue and not bother other users on the nosy |
|
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|
2128 list. |
|
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2129 This feature is called Silent Submit because it allows the user to |
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2130 silently modify an issue and not tell anyone. |
|
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2131 |
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2132 There are several parts to this change. The main activity part |
|
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2133 involves editing the stock detectors/nosyreaction.py file in your |
|
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2134 tracker. Insert the following lines near the top of the nosyreaction |
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2135 function:: |
|
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|
2136 |
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2137 # Did user click button to do a silent change? |
|
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2138 try: |
|
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|
2139 if db.web['submit'] == "silent_change": |
|
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|
2140 return |
|
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|
2141 except (AttributeError, KeyError) as err: |
|
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|
2142 # The web attribute or submit key don't exist. |
|
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|
2143 # That's fine. We were probably triggered by an email |
|
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|
2144 # or cli based change. |
|
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|
2145 pass |
|
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|
2146 |
|
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|
2147 This checks the submit button to see if it is the silent type. If there |
|
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|
2148 are exceptions trying to make that determination they are ignored and |
|
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|
2149 processing continues. You may wonder how db.web gets set. This is done |
|
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|
2150 by creating an extension. Add the file extensions/edit.py with |
|
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|
2151 this content:: |
|
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|
2152 |
|
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|
2153 from roundup.cgi.actions import EditItemAction |
|
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|
2154 |
|
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|
2155 class Edit2Action(EditItemAction): |
|
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|
2156 def handle(self): |
|
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|
2157 self.db.web = {} # create the dict |
|
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|
2158 # populate the dict by getting the value of the submit_button |
|
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|
2159 # element from the form. |
|
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Documentation additions by Tom Ekberg to add example of performing
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|
2160 self.db.web['submit'] = self.form['submit_button'].value |
|
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Documentation additions by Tom Ekberg to add example of performing
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|
2161 |
|
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|
2162 # call the core EditItemAction to process the edit. |
|
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Documentation additions by Tom Ekberg to add example of performing
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|
2163 EditItemAction.handle(self) |
|
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|
2164 |
|
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|
2165 def init(instance): |
|
a5f5c044049f
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|
2166 '''Override the default edit action with this new version''' |
|
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|
2167 instance.registerAction('edit', Edit2Action) |
|
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|
2168 |
|
7268
91125d474c1e
doc updates, normalize roundup => Roundup, add links, typo fixes
John Rouillard <rouilj@ieee.org>
parents:
7267
diff
changeset
|
2169 This code is a wrapper for the Roundup EditItemAction. It checks the |
|
5714
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diff
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|
2170 form's submit button to save the value element. The rest of the changes |
|
a5f5c044049f
Documentation additions by Tom Ekberg to add example of performing
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|
2171 needed for the Silent Submit feature involves editing |
|
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Documentation additions by Tom Ekberg to add example of performing
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|
2172 html/issue.item.html to add the silent submit button. In |
|
a5f5c044049f
Documentation additions by Tom Ekberg to add example of performing
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|
2173 the stock issue.item.html the submit button is on a line that contains |
|
a5f5c044049f
Documentation additions by Tom Ekberg to add example of performing
John Rouillard <rouilj@ieee.org>
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changeset
|
2174 "submit button". Replace that line with something like the following:: |
|
a5f5c044049f
Documentation additions by Tom Ekberg to add example of performing
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|
2175 |
|
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changeset
|
2176 <input type="submit" name="submit_button" |
|
a5f5c044049f
Documentation additions by Tom Ekberg to add example of performing
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|
2177 tal:condition="context/is_edit_ok" |
|
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|
2178 value="Submit Changes"> |
|
a5f5c044049f
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|
2179 <button type="submit" name="submit_button" |
|
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Documentation additions by Tom Ekberg to add example of performing
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|
2180 tal:condition="context/is_edit_ok" |
|
a5f5c044049f
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|
2181 title="Click this to submit but not send nosy email." |
|
a5f5c044049f
Documentation additions by Tom Ekberg to add example of performing
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|
2182 value="silent_change" i18n:translate=""> |
|
a5f5c044049f
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|
2183 Silent Change</button> |
|
a5f5c044049f
Documentation additions by Tom Ekberg to add example of performing
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|
2184 |
|
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Documentation additions by Tom Ekberg to add example of performing
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changeset
|
2185 Note the difference in the value attribute for the two submit buttons. |
|
a5f5c044049f
Documentation additions by Tom Ekberg to add example of performing
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diff
changeset
|
2186 The value "silent_change" in the button specification must match the |
|
a5f5c044049f
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|
2187 string in the nosy reaction function. |
|
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|
2188 |
|
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|
2189 Changing How the Core Code Works |
|
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|
2190 -------------------------------- |
|
a1d0b505766e
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|
2191 |
|
a1d0b505766e
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7357
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|
2192 Changing Cache-Control Headers |
|
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|
2193 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
2194 |
|
f3c9ba5db30b
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|
2195 The Client class in cgi/client.py has a lookup table that is used to |
|
f3c9ba5db30b
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|
2196 set the Cache-Control headers for static files. The entries in this |
|
f3c9ba5db30b
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|
2197 table are set from interfaces.py using:: |
|
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|
2198 |
|
f3c9ba5db30b
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|
2199 from roundup.cgi.client import Client |
|
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|
2200 |
|
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|
2201 Client.Cache_Control['text/css'] = "public, max-age=3600" |
|
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|
2202 Client.Cache_Control['application/javascript'] = "public, max-age=30" |
|
f3c9ba5db30b
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|
2203 Client.Cache_Control['rss.xml'] = "public, max-age=900" |
|
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|
2204 Client.Cache_Control['local.js'] = "public, max-age=7200" |
|
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|
2205 |
|
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|
2206 In this case static files delivered using @@file will have cache |
|
f3c9ba5db30b
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|
2207 headers set. These files are searched for along the `static_files` |
|
f3c9ba5db30b
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|
2208 path in the tracker's `config.ini`. In the example above: |
|
f3c9ba5db30b
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|
2209 |
|
f3c9ba5db30b
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|
2210 * a css file (e.g. @@file/style.css) will be cached for an hour |
|
f3c9ba5db30b
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|
2211 * javascript files (e.g. @@file/libraries/jquery.js) will be cached |
|
f3c9ba5db30b
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|
2212 for 30 seconds |
|
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|
2213 * a file named rss.xml will be cached for 15 minutes |
|
f3c9ba5db30b
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|
2214 * a file named local.js will be cached for 2 hours |
|
f3c9ba5db30b
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|
2215 |
|
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|
2216 Note that a file name match overrides the mime type settings. |
|
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2217 |
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|
2218 |
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|
2219 Implement Password Complexity Checking |
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|
2220 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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2221 |
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|
2222 .. index:: tracker; lib directory (example) |
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|
2223 |
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|
2224 This example uses the zxcvbn_ module that you can place in the zxcvbn |
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|
2225 subdirectory of your tracker's lib directory. |
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|
2226 |
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|
2227 If you add this to the interfaces.py file in the root directory of |
|
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|
2228 your tracker (same place as schema.py):: |
|
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|
2229 |
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|
2230 import roundup.password as password |
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|
2231 from roundup.exceptions import Reject |
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|
2232 from zxcvbn import zxcvbn |
|
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|
2233 |
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|
2234 # monkey patch the setPassword method with this method |
|
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|
2235 # that checks password strength. |
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|
2236 origPasswordFunc = password.Password.setPassword |
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|
2237 def mpPasswordFunc(self, plaintext, scheme, config=None): |
|
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|
2238 """ Replace the password set function with one that |
|
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|
2239 verifies that the password is complex enough. It |
|
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|
2240 has to be done at this point and not in an auditor |
|
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|
2241 as the auditor only sees the encrypted password. |
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|
2242 """ |
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|
2243 results = zxcvbn(plaintext) |
|
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|
2244 if results['score'] < 3: |
|
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|
2245 l = [] |
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|
2246 map(l.extend, [[results['feedback']['warning']], results['feedback']['suggestions']]) |
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|
2247 errormsg = " ".join(l) |
|
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|
2248 raise Reject ("Password is too easy to guess. " + errormsg) |
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|
2249 return origPasswordFunc(self, plaintext, scheme, config=config) |
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|
2250 |
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|
2251 password.Password.setPassword = mpPasswordFunc |
|
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|
2252 |
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|
2253 it replaces the setPassword method in the Password class. The new |
|
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|
2254 version validates that the password is sufficiently complex. Then it |
|
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|
2255 passes off the setting of password to the original method. |
|
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|
2256 |
|
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John Rouillard <rouilj@ieee.org>
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changeset
|
2257 Enhance Time Intervals Forms |
|
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|
2258 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
2259 |
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|
2260 To make the user interface easier to use, you may want to support |
|
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|
2261 other forms for intervals. For example you can support an interval |
|
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|
2262 like 1.5 by interpreting it the same as 1:30 (1 hour 30 minutes). |
|
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|
2263 Also you can allow a bare integer (e.g. 45) as a number of minutes. |
|
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|
2264 |
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|
2265 To do this we intercept the from_raw method of the Interval class in |
|
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|
2266 hyperdb.py with:: |
|
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|
2267 |
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|
2268 import roundup.hyperdb as hyperdb |
|
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|
2269 origFrom_Raw = hyperdb.Interval.from_raw |
|
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|
2270 |
|
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|
2271 def normalizeperiod(self, value, **kw): |
|
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|
2272 ''' Convert alternate time forms into standard interval format |
|
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|
2273 |
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|
2274 [+-] [#y] [#m] [#w] [#d] [[[H]H:MM]:SS] |
|
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2275 |
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|
2276 if value is float, it's hour and fractional hours |
|
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|
2277 if value is integer, it's number of minutes |
|
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|
2278 ''' |
|
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|
2279 if ":" not in value: |
|
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|
2280 # Not a specified interval |
|
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|
2281 # if int consider number of minutes |
|
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|
2282 try: |
|
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|
2283 isMinutes = int(value) |
|
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|
2284 minutes = isMinutes%60 |
|
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|
2285 hours = (isMinutes - minutes) / 60 |
|
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|
2286 value = "%d:%d"%(hours,minutes) |
|
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|
2287 except ValueError: |
|
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|
2288 pass |
|
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|
2289 # if float, consider it number of hours and fractional hours. |
|
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|
2290 import math |
|
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|
2291 try: |
|
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|
2292 afterdecimal, beforedecimal = math.modf(float(value)) |
|
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|
2293 value = "%d:%d"%(beforedecimal,60*afterdecimal) |
|
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|
2294 except ValueError: |
|
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|
2295 pass |
|
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|
2296 |
|
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|
2297 return origFrom_Raw(self, value, **kw) |
|
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|
2298 |
|
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|
2299 hyperdb.Interval.from_raw = normalizeperiod |
|
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|
2300 |
|
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changeset
|
2301 any call to convert an interval from raw form now has two simpler |
|
f3c9ba5db30b
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|
2302 (and more friendly) ways to specify common time intervals. |
|
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|
2303 |
|
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|
2304 Modifying the Mail Gateway |
|
a1d0b505766e
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changeset
|
2305 ~~~~~~~~~~~~~~~~~~~~~~~~~~ |
|
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|
2306 |
|
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|
2307 One site receives email on a main gateway. The virtual alias delivery |
|
f3c9ba5db30b
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changeset
|
2308 table on the postfix server is configured with:: |
|
f3c9ba5db30b
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|
2309 |
|
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|
2310 test-issues@example.com roundup-test@roundup-vm.example.com |
|
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|
2311 test-support@example.com roundup-test+support-a@roundup-vm.example.com |
|
f3c9ba5db30b
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|
2312 test@support.example.com roundup-test+support-b@roundup-vm.example.com |
|
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|
2313 |
|
f3c9ba5db30b
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changeset
|
2314 These modifications to the mail gateway for Roundup allows anonymous |
|
f3c9ba5db30b
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changeset
|
2315 submissions. It hides all of the requesters under the "support" |
|
f3c9ba5db30b
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|
2316 user. It also makes some other modifications to the mail parser |
|
f3c9ba5db30b
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changeset
|
2317 allowing keywords to be set and prefixes to be defined based on the |
|
f3c9ba5db30b
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changeset
|
2318 delivery alias. |
|
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|
2319 |
|
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changeset
|
2320 This is the entry in interfaces.py:: |
|
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diff
changeset
|
2321 |
|
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changeset
|
2322 import roundup.mailgw |
|
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diff
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|
2323 import email.utils |
|
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|
2324 |
|
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changeset
|
2325 class SupportTracker(object): |
|
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changeset
|
2326 def __init__(self, prefix=None, keyword=None): |
|
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|
2327 self.prefix = prefix |
|
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diff
changeset
|
2328 self.keyword = keyword |
|
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|
2329 |
|
f3c9ba5db30b
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diff
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|
2330 # Define new prefixes and keywords based on local address. |
|
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diff
changeset
|
2331 support_trackers = { |
|
f3c9ba5db30b
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diff
changeset
|
2332 ### production instances ### |
|
f3c9ba5db30b
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diff
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|
2333 |
|
f3c9ba5db30b
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diff
changeset
|
2334 ### test instances ### |
|
f3c9ba5db30b
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diff
changeset
|
2335 'roundup-test+support-a': |
|
f3c9ba5db30b
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diff
changeset
|
2336 SupportTracker(prefix='Support 1', keyword='support1'), |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2337 'roundup-test+support-b': |
|
f3c9ba5db30b
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diff
changeset
|
2338 SupportTracker(prefix='Support 2', keyword='support2'), |
|
f3c9ba5db30b
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diff
changeset
|
2339 'roundup-test2+support-a': |
|
f3c9ba5db30b
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diff
changeset
|
2340 SupportTracker(prefix='Support 1', keyword='support1'), |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
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diff
changeset
|
2341 'roundup-test2+support-b': |
|
f3c9ba5db30b
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diff
changeset
|
2342 SupportTracker(prefix='Support 2', keyword='support2'), |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
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diff
changeset
|
2343 } |
|
f3c9ba5db30b
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|
2344 |
|
f3c9ba5db30b
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changeset
|
2345 class parsedMessage(roundup.mailgw.parsedMessage): |
|
f3c9ba5db30b
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diff
changeset
|
2346 def __init__(self, mailgw, message, support_tracker): |
|
f3c9ba5db30b
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changeset
|
2347 roundup.mailgw.parsedMessage.__init__(self, mailgw, message) |
|
f3c9ba5db30b
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diff
changeset
|
2348 if support_tracker.prefix: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
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diff
changeset
|
2349 self.prefix = '%s: ' % support_tracker.prefix |
|
f3c9ba5db30b
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diff
changeset
|
2350 else: |
|
f3c9ba5db30b
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diff
changeset
|
2351 self.prefix = '' |
|
f3c9ba5db30b
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|
2352 self.keywords = [] |
|
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diff
changeset
|
2353 if support_tracker.keyword: |
|
f3c9ba5db30b
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diff
changeset
|
2354 try: |
|
f3c9ba5db30b
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diff
changeset
|
2355 self.keywords = [ |
|
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|
2356 self.db.keyword.lookup(support_tracker.keyword)] |
|
f3c9ba5db30b
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changeset
|
2357 except KeyError: |
|
f3c9ba5db30b
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changeset
|
2358 pass |
|
f3c9ba5db30b
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diff
changeset
|
2359 self.config.ADD_AUTHOR_TO_NOSY = 'no' |
|
f3c9ba5db30b
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diff
changeset
|
2360 self.config.ADD_RECIPIENTS_TO_NOSY = 'no' |
|
f3c9ba5db30b
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diff
changeset
|
2361 self.config.MAILGW_KEEP_QUOTED_TEXT = 'yes' |
|
f3c9ba5db30b
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diff
changeset
|
2362 self.config.MAILGW_LEAVE_BODY_UNCHANGED = 'yes' |
|
f3c9ba5db30b
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diff
changeset
|
2363 self.classname = 'issue' |
|
f3c9ba5db30b
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diff
changeset
|
2364 self.pfxmode = 'loose' |
|
f3c9ba5db30b
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diff
changeset
|
2365 self.sfxmode = 'none' |
|
f3c9ba5db30b
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diff
changeset
|
2366 # set the support user id |
|
f3c9ba5db30b
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|
2367 self.fixed_author = self.db.user.lookup('support') |
|
f3c9ba5db30b
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diff
changeset
|
2368 self.fixed_props = { |
|
f3c9ba5db30b
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diff
changeset
|
2369 'nosy': [self.fixed_author], |
|
f3c9ba5db30b
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changeset
|
2370 'keyword': self.keywords, |
|
f3c9ba5db30b
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diff
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|
2371 } |
|
f3c9ba5db30b
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|
2372 |
|
f3c9ba5db30b
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diff
changeset
|
2373 def handle_help(self): |
|
f3c9ba5db30b
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diff
changeset
|
2374 pass |
|
f3c9ba5db30b
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diff
changeset
|
2375 |
|
f3c9ba5db30b
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diff
changeset
|
2376 def check_subject(self): |
|
f3c9ba5db30b
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changeset
|
2377 if not self.subject: |
|
f3c9ba5db30b
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changeset
|
2378 self.subject = 'no subject' |
|
f3c9ba5db30b
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diff
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|
2379 |
|
f3c9ba5db30b
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diff
changeset
|
2380 def rego_confirm(self): |
|
f3c9ba5db30b
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diff
changeset
|
2381 pass |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2382 |
|
f3c9ba5db30b
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diff
changeset
|
2383 def get_author_id(self): |
|
f3c9ba5db30b
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diff
changeset
|
2384 # force the support user to be the author |
|
f3c9ba5db30b
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diff
changeset
|
2385 self.author = self.fixed_author |
|
f3c9ba5db30b
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diff
changeset
|
2386 |
|
f3c9ba5db30b
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diff
changeset
|
2387 def get_props(self): |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2388 self.props = {} |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2389 if not self.nodeid: |
|
f3c9ba5db30b
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diff
changeset
|
2390 self.props.update(self.fixed_props) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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7336
diff
changeset
|
2391 self.props['title'] = ("%s%s" % ( |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2392 self.prefix, self.subject.replace('[', '(').replace(']', ')'))) |
|
f3c9ba5db30b
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diff
changeset
|
2393 |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2394 def get_content_and_attachments(self): |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2395 roundup.mailgw.parsedMessage.get_content_and_attachments(self) |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2396 if not self.content: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2397 self.content = 'no text' |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2398 intro = [] |
|
f3c9ba5db30b
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diff
changeset
|
2399 for header in ['From', 'To', 'Cc']: |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2400 for addr in self.message.getaddrlist(header): |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
2401 intro.append('%s: %s' % (header, email.utils.formataddr(addr))) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2402 intro.append('Subject: %s' % self.subject) |
|
f3c9ba5db30b
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diff
changeset
|
2403 intro.append('\n') |
|
f3c9ba5db30b
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diff
changeset
|
2404 self.content = '\n'.join(intro) + self.content |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2405 |
|
f3c9ba5db30b
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diff
changeset
|
2406 class MailGW(roundup.mailgw.MailGW): |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2407 def parsed_message_class(self, mailgw, message): |
|
f3c9ba5db30b
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diff
changeset
|
2408 support_tracker = None |
|
f3c9ba5db30b
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diff
changeset
|
2409 # The delivered-to header is unique to postfix |
|
f3c9ba5db30b
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diff
changeset
|
2410 # it is the target address: |
|
f3c9ba5db30b
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diff
changeset
|
2411 # roundup-test+support-a@roundup-vm.example.com |
|
f3c9ba5db30b
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diff
changeset
|
2412 # rather than |
|
f3c9ba5db30b
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diff
changeset
|
2413 # test-support@example.com |
|
f3c9ba5db30b
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diff
changeset
|
2414 recipients = message.getaddrlist('delivered-to') |
|
f3c9ba5db30b
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diff
changeset
|
2415 if recipients: |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
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diff
changeset
|
2416 localpart = recipients[0][1].rpartition('@')[0] |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
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diff
changeset
|
2417 support_tracker = support_trackers.get(localpart) |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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diff
changeset
|
2418 if support_tracker: |
|
f3c9ba5db30b
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diff
changeset
|
2419 # parse the mesage using the parsedMessage class |
|
f3c9ba5db30b
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diff
changeset
|
2420 # defined above. |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
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diff
changeset
|
2421 return parsedMessage(mailgw, message, support_tracker) |
|
f3c9ba5db30b
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diff
changeset
|
2422 else: |
|
f3c9ba5db30b
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diff
changeset
|
2423 # parse the message normally |
|
f3c9ba5db30b
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diff
changeset
|
2424 return roundup.mailgw.parsedMessage(mailgw, message) |
|
f3c9ba5db30b
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diff
changeset
|
2425 |
|
f3c9ba5db30b
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diff
changeset
|
2426 This is the most complex example section. The mail gateway is also one |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
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diff
changeset
|
2427 of the more complex subsystems in Roundup, and modifying it is not |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
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diff
changeset
|
2428 trivial. |
|
f3c9ba5db30b
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diff
changeset
|
2429 |
|
f3c9ba5db30b
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diff
changeset
|
2430 Other Examples |
|
7364
a1d0b505766e
Updates - meta description; indent examples; rework headers
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7357
diff
changeset
|
2431 ============== |
|
7352
f3c9ba5db30b
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diff
changeset
|
2432 |
|
f3c9ba5db30b
split reference out from customizing and fix all links.
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diff
changeset
|
2433 See the `rest interface documentation`_ for instructions on how to add |
|
f3c9ba5db30b
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7336
diff
changeset
|
2434 new rest endpoints or `change the rate limiting method`_ using interfaces.py. |
|
f3c9ba5db30b
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John Rouillard <rouilj@ieee.org>
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7336
diff
changeset
|
2435 |
|
7364
a1d0b505766e
Updates - meta description; indent examples; rework headers
John Rouillard <rouilj@ieee.org>
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7357
diff
changeset
|
2436 The `reference document`_ also has examples: |
|
a1d0b505766e
Updates - meta description; indent examples; rework headers
John Rouillard <rouilj@ieee.org>
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7357
diff
changeset
|
2437 |
|
a1d0b505766e
Updates - meta description; indent examples; rework headers
John Rouillard <rouilj@ieee.org>
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7357
diff
changeset
|
2438 * `Extending the configuration file |
|
a1d0b505766e
Updates - meta description; indent examples; rework headers
John Rouillard <rouilj@ieee.org>
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2439 <reference.html#extending-the-configuration-file>`_. |
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2440 * `Adding a new Permission <reference.html#adding-a-new-permission>`_ |
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2441 |
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2442 Examples on the Wiki |
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2443 ==================== |
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2444 |
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2445 Even more examples of customization have been contributed by |
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2446 users. They can be found on the `wiki |
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2447 <https://wiki.roundup-tracker.org/CustomisationExamples>`_. |
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2448 |
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2449 .. _`design documentation`: design.html |
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2450 .. _`developer's guide`: developers.html |
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2451 .. _`rest interface documentation`: rest.html#programming-the-rest-api |
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2452 .. _change the rate limiting method: rest.html#creating-custom-rate-limits |
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2453 .. _`directions in the rest interface documentation`: rest.html#enabling-the-rest-api |
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2454 .. _`xmlrpc interface documentation`: xmlrpc.html#through-roundup |
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2455 .. _`zxcvbn`: https://github.com/dwolfhub/zxcvbn-python |
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2456 |