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Fixed a typo, thanks Jean Jordaan.
author Richard Jones <richard@users.sourceforge.net>
date Mon, 08 Oct 2001 23:36:44 +0000
parents dcc1ed25e6bc
children a4241ddd22d7
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1 <html><head>
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2 <title>Roundup: an Issue-Tracking System for Knowledge Workers</title>
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3 </head><body>
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5 <h1 align=center>Roundup (0.3.0)</h1>
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6 <h3 align=center>An Issue-Tracking System for Knowledge Workers</h2>
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8 <h1>Contents</h1>
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9
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10 <ul>
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11 <li><a href="overview.html">Overview</a> (Initial submission to SC Track)
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12 <li><a href="#installation">Installation</a>
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13 <ul>
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14 <li><a href="#requires">Prerequisites</a>
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15 <li><a href="#getting">Getting Roundup</a>
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16 <li><a href="#installing">Installing Roundup</a>
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17 </ul>
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18 <li><a href="#starting">Getting Started</a>
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19 <ul>
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20 <li><a href="#instance">The Instance</a>
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21 <li><a href="#startcmd">Command Line Tool</a>
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22 <li><a href="#startweb">E-Mail Interface</a>
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23 <li><a href="#startweb">Web Interface</a>
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24 <li><a href="#users">Users</a> (Users and permissions, Adding users)
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25 <li><a href="#issues">Issues</a>
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26 </ul>
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27 <li><a href="#guide">User Guide</a>
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28 <ul>
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29 <li><a href="#cmd">Command Line Tool</a>
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30 <li><a href="#web">Web Interface</a>
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31 <li><a href="#mail">E-Mail Gateway</a> (Message content summary, Address handling, Performing Actions)
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32 </ul>
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33 <li><a href="#custom">Customising Roundup</a>
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34 <ul>
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35 <li><a href="#config">Instance Configuration</a>
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36 <li><a href="#custinst">Instance Schema</a> (Creating a new information store)
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37 <li><a href="#custweb">Web Interface</a> (Displaying properties, Index views, Item views)
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38 </ul>
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39 <li><a href="spec.html">Roundup's Design Document</a> ("Implementation Guide")
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40 <li><a href="#ack">Acknowledgements</a>
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41 </ul>
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43 <p><hr>
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44 <h1><a name="installation">Installation</a></h1>
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47 <h2><a name="requires">Prerequisites</a></h2>
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49 <dl>
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50 <dt>Either:
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51 <dd>Python 2.0 with pydoc installed. See http://www.lfw.org/ for pydoc.
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52 <dt>or
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53 <dd>Python 2.1 or later
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54 </dl>
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55
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56 Download the latest version from
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57 <a href="http://www.python.org/">http://www.python.org/</a>.
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61 <h2><a name="getting">Getting Roundup</a></h2>
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63 Download the latest version from
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64 <a href="http://roundup.sf.net/">http://roundup.sf.net/</a>.
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67 <h2><a name="installing">Installing Roundup</a></h2>
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68
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69 <ol>
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70 <li>Run:
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71 <br><tt>python setup.py install</tt>
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72 <li>If you would prefer the scripts installed in somewhere other than
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73 <tt>/usr/local/bin</tt>, add <tt>"--install-scripts=&lt;dir&gt;"</tt>
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74 to the command:
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75 <br><tt>python setup.py install --install-scripts=&lt;dir&gt;</tt>
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76 <li>The command:
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77 <br><tt>python setup.py install --help</tt>
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78 <br>gives all the options available for installation.
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79 </ol>
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82 <p><hr>
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83 <h1><a name="starting">Getting Started</a></h1>
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84
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85 The following instructions assume that you have installed roundup. If you
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86 haven't, you may still proceed - just preface all commands with "./"
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87 ie. "./roundup-admin init".
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90 <h2><a name="instance">The Instance</a></h2>
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91
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92 We'll be referring to the term <em>instance</em> a lot from now on. An
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93 instance is
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94 a directory in your filesystem that is where all the information about a
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95 live issue tracker database is stored. The data that is entered as issues,
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96 the users who access the database and the definition of the database itself
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97 all reside there:
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98 <ol>
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99 <li><strong>Hyperdatabase</strong>
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100 <br>This is the lowest component of Roundup and is where all the
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101 issues, users, file attachments and messages are stored.
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102 <li><strong>Database schema</strong>
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103 <br>This describes the content of the hyperdatabase - what fields are
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104 stored for issues, what user information, etc. Being stored in the
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105 instance, this allows it to be customised for a particular application.
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106 It also means that changes in the Roundup core code do not affect a
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107 running instance.
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108 <li><strong>Web Interface</strong>
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109 <br>The web interface templates are defined in the instance too - and
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110 the actual CGI interface class is defined (mostly using base classes in
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111 the Roundup core code) so it, like the database, may be customised for
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112 each instance in use.
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113 </ol>
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114
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115 Instances are created using the <tt>roundup-admin</tt> tool.
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117 <h2><a name="startcmd">Command Line Tool</a></h2>
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118
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119 To initiliase a new instance, run <tt>roundup-admin init</tt>. You will be
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120 asked a series of questions:
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121
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122 <ol>
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123 <li>Instance home directory
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124 <li>Schema to use
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125 <li>Database back-end to use
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126 <li>Administration user "admin" password.
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127 </ol>
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128
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129 Roundup is configurable using an instance_config.py file in the instance home.
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130 It should be edited before roundup is used, and may have the following
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131 variable declarations:
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132
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133 <ol>
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134 <li>MAILHOST
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135 <br>The SMTP mail host that roundup will use to send mail
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136 <li>MAIL_DOMAIN
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137 <br>The domain name used for email addresses
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138 <li>ISSUE_TRACKER_WEB
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139 <br>The web address of the issue tracker's web interface
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140 </ol>
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141
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142 <p>
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143 The email addresses used by the system by default are:
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144
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145 <ol>
260
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146 <li>ISSUE_TRACKER_EMAIL - issue_tracker@MAIL_DOMAIN
251
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147 <br>submissions of issues
260
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148 <li>ADMIN_EMAIL - roundup-admin@MAIL_DOMAIN
251
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149 <br>roundup's internal use (problems, etc)
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150 </ol>
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151
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152 <em>Note:</em>
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153 We run the instance as group "issue_tracker" and add the mail and web user
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154 ("mail" and "apache" on our RedHat 7.1 system) to that group, as well as
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155 any admin people.
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156
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157
256
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158 <h2><a name="startweb">E-Mail Interface</a></h2>
251
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159 Set up a mail alias called "issue_tracker" as:
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160 <blockquote>
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161 <tt>|/usr/bin/python /usr/local/bin/roundup-mailgw
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162 &lt;instance_home&gt;</tt>
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163 </blockquote>
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164
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165 In some installations (e.g. RedHat 6.2 I think) you'll need to set up smrsh
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166 so sendmail will accept the pipe command. In that case, symlink
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167 /etc/smrsh/roundup-mailgw to /usr/local/bin/roundup-mailgw and change the
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168 command to:
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169 <blockquote>
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170 <tt>|roundup-mailgw &lt;instance_home&gt;</tt>
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171 </blockquote>
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172
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173 To test the mail gateway on unix systems, try:
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174
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175 <blockquote>
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176 <tt>echo test |mail -s '[issue] test' issue_tracker@your.domain</tt>
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177 </blockquote>
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178
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179
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180
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181 <h2><a name="startweb">Web Interface</a></h2>
251
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182 This software will work through apache or stand-alone.
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183 <p>
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184 <strong>Stand-alone:</strong>
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185 <ol>
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186 <li>Edit roundup-server at the top - ROUNDUP_INSTANCE_HOMES needs to know
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187 about your instance. *** command-line option
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188 <li><tt>roundup-server [hostname port]</tt> (hostname may be "")
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189 <li>Load up the page <tt>/&lt;instance name&gt;/index</tt> where
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190 instance name is the
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191 name you nominated in <tt>ROUNDUP_INSTANCE_HOMES</tt>.
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192 *** command-line option
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193 </ol>
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194
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195 <strong>Apache:</strong>
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196 <ol>
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197 <li>Make sure roundup.cgi is executable. Edit it at the top -
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198 ROUNDUP_INSTANCE_HOMES needs to know about your instance.
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199 <li>Edit your <tt>/etc/httpd/conf/httpd.conf</tt> and make sure that the
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200 <tt>/home/httpd/html/roundup/roundup.cgi</tt> script will be treated as a CGI
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201 script.
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202 <li>Add the following to your <tt>/etc/httpd/conf/httpd.conf</tt>:
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203 <pre>
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204 ------8<------- snip here ------8<-------
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205 RewriteEngine on
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206 RewriteCond %{HTTP:Authorization} ^(.*)
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207 RewriteRule ^/roundup/roundup.cgi(.*) /home/httpd/html/roundup/roundup.cgi$1 [e=HTTP_CGI_AUTHORIZATION:%1,t=application/x-httpd-cgi,l]
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208 ------8<------- snip here ------8<-------
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209 </pre>
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210 note: the RewriteRule must be on one line - no breaks
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211 <li>Re-start your apache to re-load the config
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212 <li>Load up the page <tt>/roundup/roundup.cgi/&lt;instance name&gt;/index</tt> where
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213 instance name is the name you nominated in ROUNDUP_INSTANCE_HOMES.
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214 </ol>
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215
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216
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217 <h2><a name="users">Users</a></h2>
265
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218
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219 <h3>Users and permissions</h3>
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220 By default, roundup automatically creates one user when the instance
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221 database is initialised (using roundup-admin init). The user is "admin" and
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222 the password is the one you supply at that time.
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223 <p>
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224 If users attempt to use roundup in any manner and are not identified to
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225 roundup, they will be using the database in a read-only mode. That is, if
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226 roundup doesn't know who they are, they can't change anything. This has the
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227 following repurcussions:
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228 <dl>
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229 <dt><strong>Command-line interface</strong>
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230 <dd>The data modification commands (create, init, retire, set) are not
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231 available without a login, and if one is not supplied on the command line
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232 (-u user:pass) then it will be prompted for.
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233 <dt><strong>E-Mail interface</strong>
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234 <dd>Users are identified by e-mail address - a new user entry will be
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235 created for any e-mail address that is not recognised, so users are
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236 <em>always</em> identified by roundup.
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237 <dt><strong>Web interface</strong>
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238 <dd>Unidentified users have read-only access. If the users database has an
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239 entry with the username "anonymous", then unidentified users are
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240 automatically logged in as that user. This gives them write access.
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241 </dl>
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242 <p>
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243 There has been only a half-hearted attempt to restrict certain activities
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244 to the "admin" user. For example, the "extended" schema web interface enables
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245 some fnuctionality for the "admin" user. On the fil-side, it is possible to
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246 obtain the admin user's password using the read-only access on the command
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247 line (it would also be possible to access the database files directly to
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248 obtain this information).
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249
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250 <h3>Adding users</h3>
251
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251 To add users, use one of the following interfaces:
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252
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253 <ol>
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254 <li>On the web, access the URL <tt>.../&lt;instance name&gt;/newuser</tt>
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255 to bring up a form which may be used to add a new user.
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256 <li>On the command-line, use:
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257 <br><tt>roundup-admin -i &lt;instance home&gt; create user
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258 username=bozo password=bozo address=richard@clown.org</tt>
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259 <br>Supply the admin username and password. roundup-admin will print the
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260 id of the new user.
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261 <li>Any e-mail sent to roundup from an address that doesn't match an
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262 existing user in the database will result in a new user entry being
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263 created for that user.
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264 </ol>
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265
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266
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267
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268 <h2><a name="issues">Issues</a></h2>
251
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269 To add issues, use one of the following interfaces:
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270
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271 <ol>
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272 <li>On the web, access the URL <tt>.../&lt;instance name&gt;/newissue</tt>
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273 to bring up a form which may be used to add a new issue.
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274 <li>On the command-line, use:
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275 <br><tt>roundup-admin -i &lt;instance home&gt; create issue
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276 title="test issue"</tt>
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277 <br>Supply the admin username and password. roundup-admin will print the
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278 id of the new issue.
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279 <li>Any e-mail sent to roundup with the subject line containing [issue]
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280 will automatically created a new issue in the database using the
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281 contents of the e-mail.
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282 </ol>
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283
255
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284 <p><hr>
256
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285 <h1><a name="guide">User Guide</a></h1>
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286 <h2><a name="cmd">Command Line Tool</a></h2>
253
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287
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288 Usage:
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289 <tt>roundup-admin [-i instance home] [-u login] [-c] &lt;command&gt;
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290 &lt;arguments&gt;</tt>
255
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291
253
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292 <p>
255
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293 <table><tr><th colspan=2>Options:</th></tr>
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294 <tr><td>-i instance home </td><td>specify the issue tracker "home directory" to administer
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295 </td></tr>
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296 <tr><td>-u </td><td>the user[:password] to use for commands
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297 </td></tr>
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298 <tr><td>-c </td><td>when outputting lists of data, just comma-separate them
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299 </td></tr>
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300 </table>
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301
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302 <p>
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303 <table border=1 cellspacing=0>
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304 <tr><th colspan=2>Command Help</th></tr>
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305 <tr><td valign=top><strong>history</strong></td>
260
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306 <td><tt>history designator</tt><p>
255
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307 Lists the journal entries for the node identified by the designator.
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308 </td></tr>
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309
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310 <tr><td valign=top><strong>find</strong></td>
260
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311 <td><tt>find classname propname=value ...</tt><p>
255
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312 Find the nodes of the given class with a given property value. The
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313 value may be either the nodeid of the linked node, or its key value.
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314 </td></tr>
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315
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316 <tr><td valign=top><strong>list</strong></td>
260
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317 <td><tt>list classname [property]</tt><p>
255
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318 Lists all instances of the given class along. If the property is not
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319 specified, the "label" property is used. The label property is tried
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320 in order: the key, "name", "title" and then the first property,
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321 alphabetically.
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322 </td></tr>
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323
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324 <tr><td valign=top><strong>retire</strong></td>
260
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325 <td><tt>retire designator[,designator]*</tt><p>
255
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326 This action indicates that a particular node is not to be retrieved by
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327 the list or find commands, and its key value may be re-used.
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328 </td></tr>
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329
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330 <tr><td valign=top><strong>create</strong></td>
260
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331 <td><tt>create classname property=value ...</tt><p>
255
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332 This creates a new entry of the given class using the property
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333 name=value arguments provided on the command line after the "create"
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334 command.
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335 </td></tr>
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336
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337 <tr><td valign=top><strong>get</strong></td>
260
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338 <td><tt>get property designator[,designator]*</tt><p>
255
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339 Retrieves the property value of the nodes specified by the designators.
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340 </td></tr>
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341
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342 <tr><td valign=top><strong>spec</strong></td>
260
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343 <td><tt>spec classname</tt><p>
255
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344 This lists the properties for a given class.
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345 </td></tr>
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346
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347 <tr><td valign=top><strong>set</strong></td>
260
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348 <td><tt>set designator[,designator]* propname=value ...</tt><p>
255
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349 Sets the property to the value for all designators given.
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350 </td></tr>
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351
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352 <tr><td valign=top><strong>init</strong></td>
260
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353 <td><tt>init [template [backend [admin password]]]</tt><p>
255
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354 The command will prompt for the instance home directory (if not supplied
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355 through INSTANCE_HOME or the -i option. The template, backend and admin
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356 password may be specified on the command-line as arguments, in that order.
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357 </td></tr>
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358
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359 <tr><td valign=top><strong>freshen</strong></td>
260
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360 <td><tt>freshen</tt><p>
255
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361 <strong>**DO NOT USE**</strong>
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362 <p>
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363 This currently kills databases!!!!
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364 <p>
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365 This action should generally not be used. It reads in an instance
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366 database and writes it again. In the future, is may also update
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367 instance code to account for changes in templates. It's probably wise
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368 not to use it anyway. Until we're sure it won't break things...
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369 </td></tr>
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370
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371 <tr><td><strong>help</strong></td>
260
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372 <td><tt>help [command]</tt><p>
255
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373 Short help about roundup-admin or the specific command.
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374 </td></tr>
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375
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376 <tr><td><strong>morehelp</strong></td>
260
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377 <td><tt>morehelp</tt><p>
255
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378 All available help from the roundup-admin tool.
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379 </td></tr>
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380 </table>
253
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381
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382 <p>
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383 All commands (except help) require an instance specifier. This is just the path
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384 to the roundup instance you're working with. A roundup instance is where
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385 roundup keeps the database and configuration file that defines an issue
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386 tracker. It may be thought of as the issue tracker's "home directory". It may
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387 be specified in the environment variable ROUNDUP_INSTANCE or on the command
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388 line as "-i instance".
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389
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390 <p>
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391 A designator is a classname and a nodeid concatenated, eg. bug1, user10, ...
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392
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393 <p>
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394 Property values are represented as strings in command arguments and in the
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395 printed results:
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396 <ul>
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397 <li>Strings are, well, strings.
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398 <li>Date values are printed in the full date format in the local time zone, and
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399 accepted in the full format or any of the partial formats explained below.
255
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400 <table>
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401 <tr><th>Input of...</th><th>Means...</th></tr>
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402 <tr><td>"2000-04-17.03:45"</td><td>2000-04-17.08:45:00</td></tr>
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403 <tr><td>"2000-04-17"</td><td>2000-04-17.00:00:00</td></tr>
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404 <tr><td>"01-25"</td><td>yyyy-01-25.00:00:00</td></tr>
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405 <tr><td>"08-13.22:13"</td><td>yyyy-08-14.03:13:00</td></tr>
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406 <tr><td>"11-07.09:32:43"</td><td>yyyy-11-07.14:32:43</td></tr>
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407 <tr><td>"14:25"</td><td>yyyy-mm-dd.19:25:00</td></tr>
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408 <tr><td>"8:47:11"</td><td>yyyy-mm-dd.13:47:11</td></tr>
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409 <tr><td>"."</td><td>"right now"</td></tr>
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410 </table>
253
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411 <li>Link values are printed as node designators. When given as an argument,
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412 node designators and key strings are both accepted.
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413 <li>Multilink values are printed as lists of node designators joined by commas.
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414 When given as an argument, node designators and key strings are both
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415 accepted; an empty string, a single node, or a list of nodes joined by
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416 commas is accepted.
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417 </ul>
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418 When multiple nodes are specified to the roundup get or roundup set
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419 commands, the specified properties are retrieved or set on all the listed
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420 nodes.
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421 <p>
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422 When multiple results are returned by the roundup get or roundup find
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423 commands, they are printed one per line (default) or joined by commas (with
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424 the -c) option.
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425 <p>
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426 Where the command changes data, a login name/password is required. The
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427 login may be specified as either "name" or "name:password".
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428 <ul>
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429 <li>ROUNDUP_LOGIN environment variable
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430 <li>the -u command-line option
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431 </ul>
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432 If either the name or password is not supplied, they are obtained from the
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433 command-line.
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434
256
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435 <h2><a name="web">Web Interface</a></h2>
266
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436 Index views may be modified by the following arguments:
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437 <pre>
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438 :sort - sort by prop name, optionally preceeded with '-'
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439 to give descending or nothing for ascending sorting.
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440 :group - group by prop name, optionally preceeded with '-' or
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441 to sort in descending or nothing for ascending order.
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442 :filter - selects which props should be displayed in the filter
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443 section. Default is all.
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444 :columns - selects the columns that should be displayed.
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445 Default is all.
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446 propname - selects the values the node properties given by propname
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447 must have (very basic search/filter).
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448 </pre>
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449
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450 <strong>Not sure what to put in here...</strong>
253
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451
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452 <h2><a name="mail">E-Mail Gateway</a></h2>
253
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453
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454 Incoming messages are examined for multiple parts:
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455 <ul>
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456 <li>In a multipart/mixed message or part, each subpart is extracted and
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457 examined. The text/plain subparts are assembled to form the textual
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458 body of the message, to be stored in the file associated with a "msg"
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459 class node. Any parts of other types are each stored in separate files
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460 and given "file" class nodes that are linked to the "msg" node.
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461 <li>In a multipart/alternative message or part, we look for a text/plain
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462 subpart and ignore the other parts.
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463 </ul>
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464
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465 <h3>Message content summary</h3>
253
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466 The "summary" property on message nodes is taken from the first non-quoting
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467 section in the message body. The message body is divided into sections by
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468 blank lines. Sections where the second and all subsequent lines begin with
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469 a "&gt;" or "|" character are considered "quoting sections". The first line of
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470 the first non-quoting section becomes the summary of the message.
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471
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472 <h3>Address handling</h3>
253
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473 All of the addresses in the To: and Cc: headers of the incoming message are
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474 looked up among the user nodes, and the corresponding users are placed in
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475 the "recipients" property on the new "msg" node. The address in the From:
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476 header similarly determines the "author" property of the new "msg"
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477 node. The default handling for addresses that don't have corresponding
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478 users is to create new users with no passwords and a username equal to the
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479 address. (The web interface does not permit logins for users with no
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480 passwords.) If we prefer to reject mail from outside sources, we can simply
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481 register an auditor on the "user" class that prevents the creation of user
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482 nodes with no passwords.
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483
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484 <h3>Performing Actions</h3>
253
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485 The subject line of the incoming message is examined to determine whether
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486 the message is an attempt to create a new item or to discuss an existing
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487 item. A designator enclosed in square brackets is sought as the first thing
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488 on the subject line (after skipping any "Fwd:" or "Re:" prefixes).
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489
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490 If an item designator (class name and id number) is found there, the newly
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491 created "msg" node is added to the "messages" property for that item, and
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492 any new "file" nodes are added to the "files" property for the item.
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493
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494 If just an item class name is found there, we attempt to create a new item
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495 of that class with its "messages" property initialized to contain the new
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496 "msg" node and its "files" property initialized to contain any new "file"
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497 nodes.
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498
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499 <h3>Triggers</h3>
253
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500 Both cases may trigger detectors (in the first case we are calling the
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501 set() method to add the message to the item's spool; in the second case we
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502 are calling the create() method to create a new node). If an auditor raises
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503 an exception, the original message is bounced back to the sender with the
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504 explanatory message given in the exception.
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505
251
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506 <p><hr>
256
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507 <h1><a name="custom">Customising Roundup</a></h1>
255
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508
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509 Instances have the following structure:
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510 <table>
260
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511 <tr><td valign=top><strong>instance_config.py</strong></td>
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512 <td>Holds the basic <a href="#config">instance configuration</a></td></tr>
255
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513 <tr><td valign=top><strong>dbinit.py</strong></td>
260
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514 <td>Holds the <a href="#custinst">instance schema</a></td></tr>
255
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515 <tr><td valign=top><strong>interfaces.py</strong></td>
260
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516 <td>Defines the <a href="#custweb">Web</a> and E-Mail interfaces for the instance</td></tr>
255
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517 <tr><td valign=top><strong>select_db.py</strong></td>
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518 <td>Selects the database back-end for the instance</td></tr>
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519 <tr><td valign=top><strong>db/</strong></td>
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520 <td>Holds the instance's database</td></tr>
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521 <tr><td valign=top><strong>db/files/</strong></td>
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522 <td>Holds the instance's upload files and messages</td></tr>
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523 <tr><td valign=top><strong>detectors/</strong></td>
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524 <td>Auditors and reactors for this instance</td></tr>
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525 <tr><td valign=top><strong>html/</strong></td>
260
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526 <td>Web interface <a href="#custweb">templates</a>, images and style sheets</td></tr>
255
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527 </table>
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528
260
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529 <h2><a name="config">Instance Configuration</a></h2>
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530 The <tt>instance_config.py</tt> located in your instance home contains the
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531 basic configuration for the web and e-mail components of roundup's
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532 interfaces. This file is a Python module. The default
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533 <tt>instance_config.py</tt> is given below - as you can see, the
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534 MAIL_DOMAIN must be edited before any interaction with the instance is
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535 attempted.
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536
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537 <p>
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538 <pre>
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539 MAIL_DOMAIN=MAILHOST=HTTP_HOST=None
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540 HTTP_PORT=0
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541
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542 # roundup home is this package's directory
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543 INSTANCE_HOME=os.path.split(__file__)[0]
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544
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545 # The SMTP mail host that roundup will use to send mail
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546 if not MAILHOST:
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547 MAILHOST = 'localhost'
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548
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549 # The domain name used for email addresses.
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550 if not MAIL_DOMAIN:
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551 MAIL_DOMAIN = 'fill.me.in.'
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552
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553 # the next two are only used for the standalone HTTP server.
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554 if not HTTP_HOST:
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555 HTTP_HOST = ''
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556 if not HTTP_PORT:
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diff changeset
557 HTTP_PORT = 9080
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
558
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
559 # This is the directory that the database is going to be stored in
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
560 DATABASE = os.path.join(INSTANCE_HOME, 'db')
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
561
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
562 # This is the directory that the HTML templates reside in
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
563 TEMPLATES = os.path.join(INSTANCE_HOME, 'html')
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
564
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
565 # The email address that mail to roundup should go to
2099d0d052ed More documentation and a new TODO item.
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diff changeset
566 ISSUE_TRACKER_EMAIL = 'issue_tracker@%s'%MAIL_DOMAIN
2099d0d052ed More documentation and a new TODO item.
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parents: 257
diff changeset
567
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
568 # The web address that the instance is viewable at
2099d0d052ed More documentation and a new TODO item.
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parents: 257
diff changeset
569 ISSUE_TRACKER_WEB = 'http://some.useful.url/'
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
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diff changeset
570
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
571 # The email address that roundup will complain to if it runs into trouble
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
572 ADMIN_EMAIL = 'roundup-admin@%s'%MAIL_DOMAIN
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
573
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
574 # Somewhere for roundup to log stuff internally sent to stdout or stderr
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
575 LOG = os.path.join(INSTANCE_HOME, 'roundup.log')
2099d0d052ed More documentation and a new TODO item.
Richard Jones <richard@users.sourceforge.net>
parents: 257
diff changeset
576 </pre>
2099d0d052ed More documentation and a new TODO item.
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parents: 257
diff changeset
577
256
0fb85acfa9e4 more doc
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parents: 255
diff changeset
578 <h2><a name="custinst">Instance Schema</a></h2>
255
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diff changeset
579 An instance schema defines what data is stored in the instance's database.
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diff changeset
580 The two schemas shipped with Roundup turn it into a typical software bug
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
581 tracker (the extended schema allowing for support issues as well as bugs).
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parents: 254
diff changeset
582 Schemas are defined using Python code. The "classic" schema looks like
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Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
583 this:
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parents: 254
diff changeset
584 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
585 <pre>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
586 pri = Class(db, "priority", name=String(), order=String())
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
587 pri.setkey("name")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
588 pri.create(name="critical", order="1")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
589 pri.create(name="urgent", order="2")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
590 pri.create(name="bug", order="3")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
591 pri.create(name="feature", order="4")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
592 pri.create(name="wish", order="5")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
593
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
594 stat = Class(db, "status", name=String(), order=String())
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
595 stat.setkey("name")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
596 stat.create(name="unread", order="1")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
597 stat.create(name="deferred", order="2")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
598 stat.create(name="chatting", order="3")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
599 stat.create(name="need-eg", order="4")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
600 stat.create(name="in-progress", order="5")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
601 stat.create(name="testing", order="6")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
602 stat.create(name="done-cbb", order="7")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
603 stat.create(name="resolved", order="8")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
604
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
605 keyword = Class(db, "keyword", name=String())
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
606 keyword.setkey("name")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
607
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
608 user = Class(db, "user", username=String(), password=String(),
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
609 address=String(), realname=String(), phone=String(), organisation=String())
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
610 user.setkey("username")
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
611 user.create(username="admin", password=adminpw, address=instance_config.ADMIN_EMAIL)
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
612
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
613 msg = FileClass(db, "msg", author=Link("user"), recipients=Multilink("user"),
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
614 date=Date(), summary=String(), files=Multilink("file"))
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
615
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
616 file = FileClass(db, "file", name=String(), type=String())
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
617
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
618 issue = IssueClass(db, "issue", assignedto=Link("user"),
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
619 topic=Multilink("keyword"), priority=Link("priority"), status=Link("status"))
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
620 issue.setkey('title')
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
621 </pre>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
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diff changeset
622
256
0fb85acfa9e4 more doc
Richard Jones <richard@users.sourceforge.net>
parents: 255
diff changeset
623 <h3>Class, FileClass, IssueClass - creating a new information store</h3>
255
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
624 A <em>Class</em> defines a particular class (or type) of data that will be
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
625 stored in the database. In the instance above, we've defined 7 classes of
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
626 information:
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
627 <dl>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
628 <dt><strong>priority</strong>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
629 <dd>Defines the possible levels of urgency for issues.
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
630 <dt><strong>status</strong>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
631 <dd>Defines the possible states of processing the issue may be in.
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
632 <dt><strong>keyword</strong>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
633 <dd>Initially empty, will hold keywords useful for searching issues.
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
634 <dt><strong>user</strong>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
635 <dd>Initially holding the "admin" user, will eventually have an entry
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
636 for all users using roundup.
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
637 <dt><strong>msg</strong>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
638 <dd>Initially empty, will all e-mail messages sent to or generated by roundup.
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
639 <dt><strong>file</strong>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
640 <dd>Initially empty, will all files attached to issues.
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
641 <dt><strong>issue</strong>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
642 <dd>Initially emtyp, this is where the issue information is stored.
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
643 </dl>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
644 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
645 We define the "priority" and "status" classes to allow two things: reduction in the
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
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diff changeset
646 amount of information stored on the issue and more powerful, accurate
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
647 searching of issues by priority and status. By only requiring a link on
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
648 the issue (which is stored as a single number) we reduce the chance
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
649 that someone mis-types a priority or status - or simply makes a new one
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
650 up.
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
651 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
652
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
653 <strong>Class</strong>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
654 <br>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
655 Class is the basic store of information.
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
656
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
657 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
658
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
659 <strong>FileClass</strong>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
660 <br>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
661 FileClasses save their "content" attribute off in a separate file from the
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
662 rest of the database. This reduces the number of large entries in the
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
663 database, which generally makes databases more efficient, and also allows
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
664 us to use command-line tools to operate on the files. They are stored in
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
665 the files sub-directory of the db directory in your instance.
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
666
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
667 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
668
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
669 <strong>IssueClass</strong>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
670 <br>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
671 IssueClasses automatically include the "messages", "files", "nosy", and
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
672 "superseder" properties.
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
673 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
674 The messages and files properties list the links to the messages and files
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
675 related to the issue. The nosy property is a list of links to users who
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
676 wish to be informed of changes to the issue - they get "CC'ed" e-mails when
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
677 messages are sent to or generated by the issue. The nosy reactor (in the
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
678 detectors directory) handles this action. The superceder link indicates an
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
679 issue which has superceded this one.
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
680 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
681 They also have the dynamically generated
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
682 "creation", "activity" and "creator" properties.
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
683 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
684 The value of the "creation" property is the date when an item was created,
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
685 and the value of the "activity" property is the date when any property on
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
686 the item was last edited (equivalently, these are the dates on the first
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
687 and last records in the item's journal). The "creator" property holds a
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
688 link to the user that created the issue.
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
689
265
0a28169a61b0 Some more documentation.
Richard Jones <richard@users.sourceforge.net>
parents: 260
diff changeset
690 <h4>setkey(property)</h4>
255
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
691 Select a String property of the class to be the key property. The key
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
692 property muse be unique, and allows references to the items in the class by
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
693 the content of the key property. That is, we can refer to users by their
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
694 username, e.g. let's say that there's an issue in roundup, issue 23. There's
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
695 also a user, richard who happens to be user 2. To assign an issue to him,
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
696 we could do either of:
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
697 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
698 <blockquote><tt>roundup-admin set issue assignedto=2</tt></blockquote>
d4ef19ef17bd Bug fix for test_init on Windows.
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parents: 254
diff changeset
699 <p>
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
700 or
d4ef19ef17bd Bug fix for test_init on Windows.
Richard Jones <richard@users.sourceforge.net>
parents: 254
diff changeset
701 <p>
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702 <blockquote><tt>roundup-admin set issue
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703 assignedto=richard</tt></blockquote>
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704 <p>
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705 Note, the same thing can be done in the web and e-mail interfaces.
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706
265
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707 <h4>create(information)</h4>
255
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708 Create an item in the database. This is generally used to create items in
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709 the "definitional" classes like "priority" and "status".
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710
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711 <h2><a name="custweb">Web Interface</a></h2>
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712
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713 The web interface works behind the cgi-bin/roundup.cgi or roundup-server
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714 scripts. In both cases, the scripts determine which instance is being
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715 accessed (the first part of the URL path inside the scope of the CGI
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716 handler) and pass control on to the instance interfaces.Client class which
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717 handles the rest of the access through its main() method. This means that
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718 you can do pretty much anything you want as a web interface to your
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719 instance.
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720 <p>
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721 Most customisation of the web view can be done by modifying the templates
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722 in the instance html directory. These are divided into index, item and
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723 newitem views. The newitem view is optional - the item view will be used if
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724 the newitem view doesn't exist.
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725
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726 <h3>Displaying Properties</h3>
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727
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728 <p>
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729 Properties appear in the user interface in three contexts:
256
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730 in indices, in editors, and as filters. For each type of
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731 property, there are several display possibilities. For example,
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732 in an index view, a string property may just be printed as
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733 a plain string, but in an editor view, that property should
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734 be displayed in an editable field.
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735
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736 <p>
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737 The display of a property is handled by functions in
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738 the htmltemplate module.
256
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739
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740 <p>
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741 Displayer functions are triggered by <tt>&lt;display&gt;</tt>
256
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742 tags in templates. The <tt>call</tt> attribute of the tag
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743 provides a Python expression for calling the displayer
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744 function. The three standard arguments are inserted in
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745 front of the arguments given. For example, the occurrence of
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746
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747 <blockquote><pre><small
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748 > &lt;display call="plain('status')"&gt;
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749 </small></pre></blockquote>
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750
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751 in a template triggers a call the "plain" function. The displayer
256
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752 functions can accept extra arguments to further specify
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753 details about the widgets that should be generated. By defining new
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754 displayer functions, the user interface can be highly customized.
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755
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756 <p>
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757 <table border=1 cellspacing=0>
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758 <tr><th colspan=2>The displayer functions are</th></tr>
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759
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760 <tr><td valign="top"><strong>plain</strong></td>
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761 <td>Display a String property directly.
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762 <p>
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763 Display a Date property in a specified time zone with an option
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764 to omit the time from the date stamp.
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765 <p>
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766 For a Link or Multilink
256
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767 property, display the key strings of the linked nodes (or the
257
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768 ids if the linked class has no key property).
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769 <p>
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770 <em>Options:</em><br>
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771 escape (boolean) - HTML-escape the resulting text.
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772 </td></tr>
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773
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774 <tr><td valign="top"><strong>field</strong></td>
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775 <td>Display a property like the
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776 <strong>plain</strong> displayer above, but in a form field
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777 to be edited. Strings, Dates and Intervals use TEXT fields, Links use
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778 SELECT fields and Multilinks use SELECT MULTIPLE fields.
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779 <p>
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780 <em>Options:</em><br>
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781 size (number) - width of TEXT fields.<br>
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782 height (number) - number of nows in SELECT MULTIPLE tags.<br>
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783 showid (boolean) - true includes the id of linked items in the SELECT
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784 MULTIPLE fields.
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785 </td></tr>
256
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786
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787 <tr><td valign="top"><strong>menu</strong></td>
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788 <td>For a Links and Multilinks, display the same field as would be
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789 generated using <strong>field</strong>.
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790 </td></tr>
256
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791
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792 <tr><td valign="top"><strong>link</strong></td>
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793 <td>For a Link or Multilink property, display the names of the linked
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794 nodes, hyperlinked to the item views on those nodes. For other properties,
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795 link to this node with the property as the text.
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796 <p>
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797 <em>Options:</em><br>
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798 property (property name) - the property to use in the second case.
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799 </td></tr>
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800
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801 <tr><td valign="top"><strong>count</strong></td>
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802 <td>For a Multilink property, display
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803 a count of the number of links in the list.
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804 <p>
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805 <em>Arguments:</em><br>
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806 property (property name) - the property to use.
256
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807
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808 </td></tr>
256
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diff changeset
809
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810 <tr><td valign="top"><strong>reldate</strong></td>
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811 <td>Display a Date property in terms
256
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812 of an interval relative to the current date (e.g. "+ 3w", "- 2d").
257
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813 <p>
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814 <em>Arguments:</em><br>
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815 property (property name) - the property to use.
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816 <p>
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817 <em>Options:</em><br>
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818 pretty (boolean) - display the relative date in an English form.
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819 </td></tr>
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820
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821 <tr><td valign="top"><strong>download</strong></td>
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822 <td>Show a Link("file") or Multilink("file")
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823 property using links that allow you to download files.
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824 <p>
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825 <em>Arguments:</em><br>
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826 property (property name) - the property to use.
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827 </td></tr>
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828
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829 <tr><td valign="top"><strong>checklist</strong></td>
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830 <td>For a Link or Multilink property,
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831 display checkboxes for the available choices to permit filtering.
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832 <p>
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833 <em>Arguments:</em><br>
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834 property (property name) - the property to use.
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835 </td></tr>
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836
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837 <tr><td valign="top"><strong>note</strong></td>
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838 <td>Display the special notes field, which is a text area for entering a
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839 note to go along with a change.
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840 </td></tr>
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841
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842 <tr><td valign="top"><strong>list</strong></td>
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843 <td>List the items specified by property using the standard index for
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844 the class.
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845 <p>
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846 <em>Arguments:</em><br>
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847 property (property name) - the property to use.
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848 </td></tr>
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849
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850 <tr><td valign="top"><strong>history</strong></td>
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851 <td>List the history of the item.
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852 </td></tr>
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853
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854 <tr><td valign="top"><strong>submit</strong></td>
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855 <td>Add a submit button for the item.
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856 </td></tr>
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857
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858 </table>
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859
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860 <h3>Index Views</h3>
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861
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862 <p>An index view contains two sections: a filter section
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863 and an index section.
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864 The filter section provides some widgets for selecting
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865 which items appear in the index. The index section is
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866 a table of items.
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867
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868 <h4>Index View Specifiers</h4>
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869
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870 <p>An index view specifier (URL fragment) looks like this (whitespace
256
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871 has been added for clarity):
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872
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873 <blockquote><pre><small
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874 >/issue?status=unread,in-progress,resolved&amp;
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875 topic=security,ui&amp;
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876 :group=+priority&amp;
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877 :sort=-activity&amp;
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878 :filters=status,topic&amp;
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879 :columns=title,status,fixer
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880 </small></pre></blockquote>
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881
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882 <p>The index view is determined by two parts of the
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883 specifier: the layout part and the filter part.
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884 The layout part consists of the query parameters that
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885 begin with colons, and it determines the way that the
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886 properties of selected nodes are displayed.
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887 The filter part consists of all the other query parameters,
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888 and it determines the criteria by which nodes
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889 are selected for display.
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890
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891 <p>The filter part is interactively manipulated with
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892 the form widgets displayed in the filter section. The
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893 layout part is interactively manipulated by clicking
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894 on the column headings in the table.
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895
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896 <p>The filter part selects the <em>union</em> of the
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897 sets of items with values matching any specified Link
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898 properties and the <em>intersection</em> of the sets
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899 of items with values matching any specified Multilink
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900 properties.
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901
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902 <p>The example specifies an index of "issue" nodes.
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903 Only items with a "status" of <em>either</em>
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904 "unread" or "in-progres" or "resolved" are displayed,
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905 and only items with "topic" values including <em>both</em>
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906 "security" <em>and</em> "ui" are displayed. The items
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907 are grouped by priority, arranged in ascending order;
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908 and within groups, sorted by activity, arranged in
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909 descending order. The filter section shows filters
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910 for the "status" and "topic" properties, and the
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911 table includes columns for the "title", "status", and
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912 "fixer" properties.
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913
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914 <p>Associated with each item class is a default
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915 layout specifier. The layout specifier in the above
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916 example is the default layout to be provided with
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917 the default bug-tracker schema described above in
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918 section 4.4.
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919
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920 <h4>Filter Section</h4>
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921
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922 <p>The template for a filter section provides the
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923 filtering widgets at the top of the index view.
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924 Fragments enclosed in <tt>&lt;property&gt;</tt>...<tt>&lt;/property&gt;</tt>
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925 tags are included or omitted depending on whether the
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926 view specifier requests a filter for a particular property.
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927
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928 <p>Here's a simple example of a filter template.
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929
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930 <blockquote><pre><small
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931 >&lt;property name=status&gt;
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932 &lt;display call="checklist('status')"&gt;
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933 &lt;/property&gt;
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934 &lt;br&gt;
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935 &lt;property name=priority&gt;
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936 &lt;display call="checklist('priority')"&gt;
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937 &lt;/property&gt;
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938 &lt;br&gt;
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939 &lt;property name=fixer&gt;
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940 &lt;display call="menu('fixer')"&gt;
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941 &lt;/property&gt;</small></pre></blockquote>
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942
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943 <p>
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944 The standard index generation code appends a section to the index pages
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945 which allows selection of the filters - from those which are defined in the
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946 filter template.
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947
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948 <h4>Index Section</h4>
256
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949
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950 <p>The template for an index section describes one row of
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951 the index table.
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952 Fragments enclosed in <tt>&lt;property&gt;</tt>...<tt>&lt;/property&gt;</tt>
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953 tags are included or omitted depending on whether the
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954 view specifier requests a column for a particular property.
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955 The table cells should contain <tt>&lt;display&gt;</tt> tags
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956 to display the values of the item's properties.
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957
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958 <p>Here's a simple example of an index template.
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959
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960 <blockquote><pre><small
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961 >&lt;tr&gt;
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962 &lt;property name=title&gt;
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963 &lt;td&gt;&lt;display call="plain('title', max=50)"&gt;&lt;/td&gt;
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964 &lt;/property&gt;
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965 &lt;property name=status&gt;
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966 &lt;td&gt;&lt;display call="plain('status')"&gt;&lt;/td&gt;
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967 &lt;/property&gt;
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968 &lt;property name=fixer&gt;
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969 &lt;td&gt;&lt;display call="plain('fixer')"&gt;&lt;/td&gt;
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970 &lt;/property&gt;
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971 &lt;/tr&gt;</small></pre></blockquote>
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972
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973 <h4>Sorting</h4>
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974
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975 <p>String and Date values are sorted in the natural way.
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976 Link properties are sorted according to the value of the
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977 "order" property on the linked nodes if it is present; or
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978 otherwise on the key string of the linked nodes; or
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979 finally on the node ids. Multilink properties are
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980 sorted according to how many links are present.
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981
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982 <h3>Item Views</h3>
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983
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984 <p>An item view contains an editor section and a spool section.
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985 At the top of an item view, links to superseding and superseded
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986 items are always displayed.
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987
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diff changeset
988
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989
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990 <h4>Editor Section</h4>
256
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991
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992 <p>The editor section is generated from a template
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993 containing <tt>&lt;display&gt;</tt> tags to insert
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994 the appropriate widgets for editing properties.
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995
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996 <p>Here's an example of a basic editor template.
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997
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998 <blockquote><pre><small
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999 >&lt;table&gt;
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1000 &lt;tr&gt;
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1001 &lt;td colspan=2&gt;
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1002 &lt;display call="field('title', size=60)"&gt;
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1003 &lt;/td&gt;
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1004 &lt;/tr&gt;
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1005 &lt;tr&gt;
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1006 &lt;td&gt;
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1007 &lt;display call="field('fixer', size=30)"&gt;
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1008 &lt;/td&gt;
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1009 &lt;td&gt;
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1010 &lt;display call="menu('status')&gt;
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1011 &lt;/td&gt;
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1012 &lt;/tr&gt;
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1013 &lt;tr&gt;
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1014 &lt;td&gt;
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1015 &lt;display call="field('nosy', size=30)"&gt;
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1016 &lt;/td&gt;
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1017 &lt;td&gt;
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1018 &lt;display call="menu('priority')&gt;
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1019 &lt;/td&gt;
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1020 &lt;/tr&gt;
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1021 &lt;tr&gt;
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1022 &lt;td colspan=2&gt;
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1023 &lt;display call="note()"&gt;
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1024 &lt;/td&gt;
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1025 &lt;/tr&gt;
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1026 &lt;/table&gt;
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1027 </small></pre></blockquote>
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1028
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1029 <p>As shown in the example, the editor template can also
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1030 request the display of a "note" field, which is a
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1031 text area for entering a note to go along with a change.
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1032
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1033 <p>When a change is submitted, the system automatically
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1034 generates a message describing the changed properties.
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1035
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1036 <p>If a note is given in the "note" field, the note is
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1037 appended to the description. The message is then added
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1038 to the item's message spool (thus triggering the standard
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1039 detector to react by sending out this message to the nosy list).
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1040
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1041 <p>
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1042 The message also displays all of the property values on the
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1043 item and indicates which ones have changed.
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1044 An example of such a message might be this:
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1045
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1046 <blockquote><pre>
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1047 Polly's taken a turn for the worse - this is now really important!
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1048 -----
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1049 title: Polly Parrot is dead
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1050 priority: critical
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1051 status: unread -&gt; in-progress
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1052 fixer: terry
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1053 keywords: parrot,plumage,perch,nailed,dead
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1054 </pre></blockquote>
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1055
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1056 <h4>Spool Section</h4>
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1057
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1058 <p>The spool section lists messages in the item's "messages"
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1059 property. The index of messages displays the "date", "author",
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1060 and "summary" properties on the message nodes, and selecting a
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1061 message takes you to its content.
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1062
257
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1063 <p>The &lt;property&gt; tag used in the index may also be used here -
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1064 it checks to see if the nominated Multilink property has any entries.
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1065 This can be used to eliminate sections of the spool section if the
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1066 property has no entries.
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1067
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1068 <blockquote><pre>
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1069 &lt;property name="files"&gt;
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1070 &lt;tr class="strong-header"&gt;
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1071 &lt;td&gt;&lt;b&gt;Files&lt;/b&gt;&lt;/td&gt;
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1072 &lt;/tr&gt;
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1073
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1074 &lt;tr&gt;
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1075 &lt;td&gt;&lt;display call="list('files')"&gt;&lt;/td&gt;
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1076 &lt;/tr&gt;
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1077 &lt;/property&gt;
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1078 </pre></blockquote>
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1079
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1080 <p><hr>
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1081 <h1><a name="ack">Acknowledgements</a></h1>
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1082
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1083 Go Ping, you rock! Also, go Bizar Software for letting me implement this
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1084 system on their time.
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1085
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1086 <p>&nbsp;</p>
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1087 <hr>
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1088 $Id: index.html,v 1.10 2001-10-08 21:49:30 richard Exp $
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1089 <p>&nbsp;</p>
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1090
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1091 </body></html>
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1092
Roundup Issue Tracker: http://roundup-tracker.org/