Mercurial > p > roundup > code
annotate doc/user_guide.txt @ 8423:94eed885e958
feat: add support for using dictConfig to configure logging.
Basic logging config (one level and one output file non-rotating) was
always possible from config.ini. However the LOGGING_CONFIG setting
could be used to load an ini fileConfig style file to set various
channels (e.g. roundup.hyperdb) (also called qualname or tags) with
their own logging level, destination (rotating file, socket,
/dev/null) and log format.
This is now a deprecated method in newer logging modules. The
dictConfig format is preferred and allows disabiling other loggers as
well as invoking new loggers in local code. This commit adds support
for it reading the dict from a .json file. It also implements a
comment convention so you can document the dictConfig.
configuration.py:
new code
test_config.py:
test added for the new code.
admin_guide.txt, upgrading.txt CHANGES.txt:
docs added upgrading references the section in admin_guid.
| author | John Rouillard <rouilj@ieee.org> |
|---|---|
| date | Tue, 19 Aug 2025 22:32:46 -0400 |
| parents | b99e76e76496 |
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| rev | line source |
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1 .. meta:: |
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2 :description: |
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3 Describes how to interact with a tracker based on the |
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4 Roundup Issue Tracker. Covers web (html), and email |
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5 interfaces. |
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6 |
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7 ========== |
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8 User Guide |
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9 ========== |
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10 |
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11 .. contents:: |
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12 :local: |
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13 |
| 2409 | 14 .. hint:: |
| 15 This document will refer to *issues* as the primary store of | |
| 16 information in the tracker. This is the default of the classic template, | |
| 17 but may vary in any given installation. | |
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18 |
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19 |
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20 Your Tracker in a Nutshell |
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21 ========================== |
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22 |
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23 Your tracker holds information about issues in bundles called *items*. |
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24 An item can be an *issue* (a bug or feature request) or a *user*. The |
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25 issue-ness or user-ness is called the item's *class*. For bug |
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26 reports and features, the class is "issue", and for users the class is |
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27 "user". |
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28 |
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29 Each item in the tracker possesses an ID number that identifies it |
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30 alongside its item class. The combination of the class and ID number |
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31 into a label identifies a specific issue or user. For instance, user 1 |
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32 (who, by the way, always serves as the "admin" user) gets referred to |
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33 as "user1". Issue number 315 gets denoted as "issue315". This label |
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34 receives the designation of the item's :term:designator. |
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35 |
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36 Roundup never deletes items from the database. Instead, items get |
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37 "retired". Viewing the item using its ID is still possible - thus, |
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38 "removing" an item does not disrupt references to it. A retired item |
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39 will not appear in the class listing. |
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40 |
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41 Accessing the Tracker |
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42 --------------------- |
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43 |
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44 You may access your tracker in three ways: |
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45 |
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46 1. through the `web interface`_, |
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47 2. through the `e-mail gateway`_, or |
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48 3. using the `command line tool`_. |
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49 |
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50 The last is usually only used by administrators. Most users will use the |
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51 web and e-mail interfaces. All three are explained below. |
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52 |
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53 .. _command line tool: admin_guide.html#using-roundup-admin |
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54 |
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55 Issue life cycles in Roundup |
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56 ---------------------------- |
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57 |
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58 New issues may be submitted via the web or e-mail. |
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59 |
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60 By default, the issue will have the status "unread". When the issue |
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61 receives another message, its status will change to "chatting". |
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62 |
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63 Often, the "home" page for a tracker display all open issues (closed |
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64 issues have a status of resolved, or done-cbb (cbb - could be |
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65 better)). |
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66 |
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67 If an issue is closed, and a new message is received then it'll be |
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68 reopened to the state of "chatting". |
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69 |
| 5827 | 70 The full set of **priority** and **status** values are: |
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71 |
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72 .. table:: Default priorities defined for the classic template. |
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73 :name: priority table |
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74 :widths: auto |
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75 |
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76 =========== ===================================== |
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77 Priority Description |
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78 =========== ===================================== |
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79 "critical" panic: work is stopped! |
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80 "urgent" important, but not deadly |
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81 "bug" lost work or incorrect results |
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82 "feature" want missing functionality |
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83 "wish" avoidable bugs, missing conveniences |
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84 =========== ===================================== |
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85 |
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86 |
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87 .. table:: Default statuses defined for the classic template. |
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88 :name: status table |
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89 :widths: auto |
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90 |
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91 ============= ===================================== |
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92 Status Description |
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93 ============= ===================================== |
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94 "unread" submitted but no action yet |
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95 "deferred" intentionally set aside |
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96 "chatting" under review or seeking clarification |
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97 "need-eg" need a reproducible example of a bug |
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98 "in-progress" understood; development in progress |
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99 "testing" we think it's done; others, please test |
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100 "done-cbb" okay for now, but could be better |
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101 "resolved" fix has been released |
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102 ============= ===================================== |
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103 |
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104 The tracker you are using may have different priorities and |
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105 statuses. See your tracker admin for local details. |
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106 |
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107 .. _query-tracker: |
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108 |
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109 Entering values in your Tracker |
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110 ------------------------------- |
| 1575 | 111 |
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112 All interfaces to your tracker use the same format for entering values. |
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113 This means the web interface for entering a new issue, the web interface |
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114 for searching issues, the e-mail interface and even the command-line |
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115 administration tool. |
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116 |
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117 String Properties |
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118 ~~~~~~~~~~~~~~~~~ |
| 1575 | 119 |
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120 These fields just take a plain text value, like ``It's broken``. |
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121 |
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122 Number Properties |
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123 ~~~~~~~~~~~~~~~~~ |
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124 |
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125 These fields take a real number with decimal point like ``+12456.78``, |
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126 ``-12456.78`` ``12456.78``. It supports scientific/exponent notation |
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127 like ``3.1415E-2``. Decimal commas (e.g. ``123456,78``) or thousand |
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128 separators ``-12,456.78`` are not supported. |
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129 |
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130 Integer Properties |
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131 ~~~~~~~~~~~~~~~~~~ |
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132 |
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133 These fields take a whole/integer number without decimal marker like |
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134 ``123``, ``+123``, ``-123``. Exponents are not supported. Your browser |
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135 may show an up/down arrow spinner to change the value. |
| 1575 | 136 |
| 137 Boolean properties | |
| 138 ~~~~~~~~~~~~~~~~~~ | |
| 139 | |
| 140 These fields take a value which indicates "yes"/"no", "true"/"false", | |
| 141 "1"/"0" or "on"/"off". | |
| 142 | |
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143 |
| 1575 | 144 Constrained (link and multilink) properties |
| 145 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 146 | |
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147 Fields like "Assigned To" and "Keywords" hold references to items in other |
| 1575 | 148 classes ("user" and "keyword" in those two cases.) |
| 149 | |
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150 Sometimes, the selection is done through a menu, like in the "Assigned |
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151 To" field. |
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152 |
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153 Where the input is not a simple menu selection, we use a comma-separated |
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154 list of values to indicated which values of "user" or "keyword" are |
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155 interesting. The values may be either numeric ids or the names of items. |
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156 The special value "-1" may be used to match items where the property is |
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157 not set. For example, the following searches on the issues: |
| 1575 | 158 |
| 159 ``assignedto=richard,george`` | |
| 160 match issues which are assigned to richard or george. | |
| 161 ``assignedto=-1`` | |
| 162 match issues that are not assigned to a user. | |
| 163 ``assignedto=2,3,40`` | |
| 164 match issues that are assigned to users 2, 3 or 40. | |
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165 ``keyword=user interface`` |
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166 match issues with the keyword "user interface" in their keyword list |
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167 ``keyword=web interface,e-mail interface`` |
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168 match issues with the keyword "web interface" or "e-mail interface" in |
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169 their keyword list |
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170 ``keyword=-1`` |
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171 match issues with no keywords set |
| 1575 | 172 |
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173 When entering the value for a constrained property you may have a |
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174 helper (also called classhelper) available by clicking on a link |
| 8032 | 175 usually displayed as ``(list)``. See the section `Using the |
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176 Classhelper`_ for details. |
| 1575 | 177 |
| 178 Date properties | |
| 179 ~~~~~~~~~~~~~~~ | |
| 180 | |
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181 Date properties can be shown using a native HTML date (or |
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182 datetime-local) element by setting ``use_browser_date_input=yes`` in |
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183 section ``[web]`` in ``config.ini``. This provides a calendar button for |
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184 choosing the date. The date is shown in the normal format for your |
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185 location. |
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186 |
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187 Native date inputs do not allow the use of partial forms as |
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188 defined below. For this reason, you may edit a date/time |
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189 stamp directly. |
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190 |
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191 Date-and-time stamps are specified with the date in |
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192 international standard format (``yyyy-mm-dd``) joined to the time |
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193 (``hh:mm:ss``) by a period ``.``. Dates in this form can be easily |
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194 compared and are fairly readable when printed. An example of a valid |
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195 stamp is ``2000-06-24.13:03:59``. We'll call this the "full date |
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196 format". When Timestamp objects are printed as strings, they appear in |
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197 the full date format. |
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198 |
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199 For user input, some partial forms are also permitted: the whole time or |
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200 just the seconds may be omitted; and the whole date may be omitted or |
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201 just the year may be omitted. If the time is given, the time is |
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202 interpreted in the user's local time zone. The Date constructor takes |
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203 care of these conversions. In the following examples, suppose that |
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204 ``yyyy`` is the current year, ``mm`` is the current month, and ``dd`` is |
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205 the current day of the month and the local timezone is GMT-5. |
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206 |
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207 - "2000-04-17" means <Date 2000-04-17.00:00:00> |
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208 - "01-25" means <Date yyyy-01-25.00:00:00> |
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209 - "2000-04-17.03:45" means <Date 2000-04-17.08:45:00> |
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210 - "08-13.22:13" means <Date yyyy-08-14.03:13:00> |
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211 - "11-07.09:32:43" means <Date yyyy-11-07.14:32:43> |
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212 - "14:25" means <Date yyyy-mm-dd.19:25:00> |
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213 - "8:47:11" means <Date yyyy-mm-dd.13:47:11> |
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214 - the special date "." means "right now" |
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215 |
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216 The native date input doesn't allow copy or paste. Roundup |
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217 enhances the native date field. If you double-click on a native |
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218 date field, it changes to a text input mode with the date already |
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219 selected. You can use control-C to copy the date or control-V to |
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220 paste into the field. Double-clicking also lets you add seconds |
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221 in a date-time value if you need to. |
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222 |
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223 It will switch back to a date input and save the value when: |
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224 |
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225 - you move to another field using the mouse or the Tab key. |
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226 - you press enter/return (press return again if you want to |
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227 submit the form). |
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228 |
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229 If you press Escape, it will restore the original value and |
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230 change back to a date input. |
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231 |
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232 When using native date elements in text input mode, the date |
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233 looks like a full data with ``T`` replacing ``.``. If the ``T`` |
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234 is missing, the native date elements will not recognize the value |
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235 as a date. |
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236 |
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237 There is no support for activating text mode using the |
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238 keyboard. Tablet/touch support is mixed. Chrome supports |
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239 double-tap to activate text mode input. Firefox does not. |
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240 |
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241 When searching, a plain date entered as a search field will match that date |
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242 exactly in the database. We may also accept ranges of dates. You can |
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243 specify range of dates in one of two formats: |
| 1575 | 244 |
| 245 1. English syntax:: | |
| 246 | |
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247 [From <value>][To <value>] |
| 1575 | 248 |
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249 Keywords "From" and "To" are case insensitive. Keyword "From" is |
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250 optional. |
| 1575 | 251 |
| 252 2. "Geek" syntax:: | |
| 253 | |
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254 [<value>];[<value>] |
| 1575 | 255 |
| 256 Either first or second ``<value>`` can be omitted in both syntaxes. | |
| 257 | |
| 258 For example, if you enter string "from 9:00" to "Creation date" field, | |
| 259 roundup will find all issues, that were created today since 9 AM. | |
| 260 | |
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261 The ``<value>`` may also be an interval, as described in the next section. |
| 1575 | 262 Searching of "-2m; -1m" on activity field gives you issues which were |
| 263 active between period of time since 2 months up-till month ago. | |
| 264 | |
| 2910 | 265 Other possible examples (consider local time is 2003-03-08.22:07:48): |
| 1575 | 266 |
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267 - "from 2-12 to 4-2" means |
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268 <Range from 2003-02-12.00:00:00 to 2003-04-02.00:00:00> |
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269 - "FROM 18:00 TO +2m" means |
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270 <Range from 2003-03-08.18:00:00 to 2003-05-08.20:07:48> |
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271 - "12:00;" means |
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272 <Range from 2003-03-08.12:00:00 to None> |
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273 - "tO +3d" means |
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274 <Range from None to 2003-03-11.20:07:48> |
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275 - "2002-11-10; 2002-12-12" means |
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276 <Range from 2002-11-10.00:00:00 to 2002-12-12.00:00:00> |
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277 - "; 20:00 +1d" means |
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278 <Range from None to 2003-03-09.20:00:00> |
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279 - "2003" means |
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280 <Range from 2003-01-01.00:00:00 to 2003-12-31.23:59:59> |
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281 - "2003-04" means |
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282 <Range from 2003-04-01.00:00:00 to 2003-04-30.23:59:59> |
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283 |
| 1575 | 284 |
| 285 Interval properties | |
| 286 ~~~~~~~~~~~~~~~~~~~ | |
| 287 | |
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288 Date intervals are specified using the suffixes "y", "m", and "d". The |
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289 suffix "w" (for "week") means 7 days. Time intervals are specified in |
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290 hh:mm:ss format (the seconds may be omitted, but the hours and minutes |
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291 may not). |
| 1575 | 292 |
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293 - "3y" means three years |
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294 - "2y 1m" means two years and one month |
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295 - "1m 25d" means one month and 25 days |
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296 - "2w 3d" means two weeks and three days |
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297 - "1d 2:50" means one day, two hours, and 50 minutes |
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298 - "14:00" means 14 hours |
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299 - "0:04:33" means four minutes and 33 seconds |
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300 |
| 1575 | 301 |
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302 Simple support for collision detection |
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303 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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304 |
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305 Item edit pages remember when the item was last edited. When a form is |
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306 submitted, the user will be informed if someone else has edited the item |
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307 at the same time they tried to. |
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308 |
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309 |
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310 Web Interface |
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311 ============= |
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312 |
| 2409 | 313 .. note:: |
| 314 This document contains screenshots of the default look and feel. | |
| 315 Your site may have a slightly (or very) different look, but the | |
| 316 functionality will be very similar, and the concepts still hold. | |
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317 |
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318 The web interface is broken up into the following parts: |
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319 |
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320 1. `lists of items`_, |
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321 2. `display, edit or entry of an item`_, and |
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322 3. `searching page`_. |
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323 |
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324 In addition to the graphical web interface, Roundup has `REST`_ and |
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325 `XMLRPC`_ interfaces. These can be used by advanced users and |
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326 programmers to automate tasks and integrate with other programs. |
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327 |
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328 .. _REST: rest.html |
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329 .. _XMLRPC: xmlrpc.html |
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330 |
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331 Lists of Items |
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332 -------------- |
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333 |
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334 The first thing you'll see when you log into Roundup will be a list of |
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335 open (ie. not resolved) issues. This list has been generated by a bunch |
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336 of controls `under the covers`_ but for now, you can see something like: |
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337 |
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338 .. image:: images/index_logged_out.png |
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339 :width: 675 |
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340 :height: 450 |
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341 :alt: Image of the classic Roundup tracker showing a list of issues |
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342 that one would see before logging in. |
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343 |
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344 The screen is divided up into three sections. There's a title which tells |
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345 you where you are, a sidebar which contains useful navigation tools and a |
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346 body which usually displays either a list of items or a single item from |
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347 the tracker. |
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348 |
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349 You may register, reset your password or log in. Registration takes |
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350 you to: |
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351 |
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352 .. image:: images/registration.png |
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353 :width: 675 |
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354 :height: 450 |
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355 :alt: A registration form with fields for name, login name, |
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356 password etc. |
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357 |
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358 Clicking on the "Lost your login?" link allows you to reset your |
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359 password. Resetting your password takes you to: |
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360 |
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361 .. image:: images/reset.png |
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362 :width: 605 |
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363 :height: 495 |
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364 :alt: A form with email address and username fields that will |
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365 trigger a password reset when submitted. |
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366 |
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367 You can enter your username to get a reset email sent to your primary |
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368 E-mail address. Otherwise you can enter your primary E-mail address or |
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369 an Alternate E-mail address to get a reset email sent to that address. |
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370 The reset email includes a verification link that can be used to |
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371 complete the password reset. The verification link expires in a week. |
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372 |
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373 Once you're logged in, the sidebar changes to: |
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374 |
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375 .. image:: images/index_logged_in.png |
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376 :width: 182 |
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377 :height: 399 |
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378 :alt: Navigation sidebar after login showing multiple links. It now |
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379 includes a link labeled "My Details" for the user's settings. |
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380 |
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381 You can now get to your "My Details" page: |
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382 |
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383 .. image:: images/my_details.png |
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384 :width: 667 |
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385 :height: 558 |
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386 :alt: A form allowing the user to change username, real name, email |
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387 address and it also shows activity done by the user. |
| 1228 | 388 |
| 389 Display, edit or entry of an item | |
| 390 --------------------------------- | |
| 391 | |
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392 Create a new issue with "create new" under the issue subheading. This |
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393 will take you to: |
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394 |
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395 .. image:: images/new_issue.png |
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396 :width: 648 |
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397 :height: 277 |
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398 :alt: A form for entering a new issue with title, priority, status |
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399 and other fields. All fields are empty. It also includes an |
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400 entry box for typing free form text to describe the issue. |
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401 |
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402 Editing an issue uses the same form, though now you'll see attached files |
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403 and messages, and the issue history at the bottom of the page: |
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404 |
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405 .. image:: images/edit_issue.png |
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406 :width: 650 |
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407 :height: 535 |
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408 :alt: A form for editing an issue with title, priority, status |
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409 and other fields filled in. It also includes an entry box for |
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410 typing free form text to describe the issue. |
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411 |
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412 The "Make a copy" link duplicate the current issue copying most of the |
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413 properties to a new issue. This is useful for splitting am issue into |
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414 sub-issues that can be assigned to different people. |
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415 |
| 1228 | 416 Searching Page |
| 417 -------------- | |
| 418 | |
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419 See `entering values in your tracker`_ for an explanation of what you |
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420 may type into the search form. |
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421 |
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422 |
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423 Saving queries |
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424 ~~~~~~~~~~~~~~ |
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425 |
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426 You may save queries in the tracker by giving the query a name. Each user |
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427 may only have one query with a given name - if a subsequent search is |
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428 performed with the same query name supplied, then it will edit the |
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429 existing query of the same name. |
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430 |
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431 Queries may be marked as "private". These queries are only visible to the |
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432 user that created them. If they're not marked "private" then all other |
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433 users may include the query in their list of "Your Queries". Marking it as |
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434 private at a later date does not affect users already using the query, nor |
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435 does deleting the query. |
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436 |
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437 If a user subsequently creates or edits a public query, a new personal |
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438 version of that query is made, with the same editing rules as described |
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439 above. |
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440 |
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441 |
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442 Under the covers |
| 1575 | 443 ~~~~~~~~~~~~~~~~ |
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444 |
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445 The searching page converts your selections into the following |
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446 arguments: |
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447 |
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448 ============ ============================================================= |
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449 Argument Description |
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450 ============ ============================================================= |
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452 descending or nothing for ascending sorting. The sort |
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453 argument can have several props separated with comma. |
| 5827 | 454 @group group by prop name, optionally preceded with '-' or to sort |
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455 in descending or nothing for ascending order. The group |
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456 argument can have several props separated with comma. |
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457 @columns selects the columns that should be displayed. Default is |
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458 all. |
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459 @filter indicates which properties are being used in filtering. |
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460 Default is none. |
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461 propname selects the values the item properties given by propname must |
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462 have (very basic search/filter). |
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463 @search_text performs a full-text search (message bodies, issue titles, |
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464 etc) |
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465 ============ ============================================================= |
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466 |
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467 You may manually write URLs that contain these arguments, like so |
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468 (whitespace has been added for clarity):: |
| 1575 | 469 |
| 470 /issue?status=unread,in-progress,resolved& | |
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471 keyword=security,ui& |
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472 @group=priority,-status& |
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473 @sort=-activity& |
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474 @filters=status,keyword& |
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475 @columns=title,status,fixer |
| 1575 | 476 |
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477 Full text search using the xapian, whoosh and native indexers treats |
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478 the search query as a series of space separated words. Any word less |
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479 than 2 characters or more than 50 characters is discarded. Also a |
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480 stoplist is used to remove common words like "with", "and" |
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481 etc. Additional stoplist words can be added in the tracker's |
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482 config.ini file. Once filtering of the word list is done, each indexed |
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483 item (e.g. title, file or message content ...) is searched and if all |
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484 the terms are found in the item the item is returned. Then the items |
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485 are mapped to an issue and the list of matching issues is generated. |
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486 |
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487 Other searching backends such as native-fts can be used in which case |
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488 the filtering above is not used. The search query can support |
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489 structure such as quoted phrases, matching one term or another rather |
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490 than both (or search), prefixes etc. In this case you should look at |
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491 the `documentation for configuring the native-fts`_ backend to find |
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492 the supported format and features. |
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493 |
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494 .. _`documentation for configuring the native-fts`: admin_guide.html#configuring-native-fts-full-text-search |
| 1575 | 495 |
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496 Advanced Searching with Property Expressions |
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497 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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498 |
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499 You can create more advanced searches in your tracker by using Reverse |
|
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500 Polish Notation (`RPN`_) to make property expressions. By default, |
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501 when filtering by multiple items, the expression type is 'or'. For |
|
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502 instance, if you filter the property assignedto by adding the query |
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503 string element ``assignedto=2,3,40``, it matches users numbered ``2 or |
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504 3 or 40``. In RPN, this would be written as ``2, 3, or, 4, |
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505 or``. Roundup uses negative numbers to represent operators. For |
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506 example, using "-1" for a single value (e.g. the assignedto Link |
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507 property, but not the keyword multivalued/MultiLink property) matches |
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508 an issue where the property is 'not set'. |
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509 |
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510 The operators and their corresponding numbers are: |
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511 |
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512 * 'not' is represented by -2 |
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513 * 'and' is represented by -3 |
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514 * 'or' is represented by -4 |
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515 |
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516 So, ``assignedto=2,3,40`` is the same as |
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517 ``assignedto=2,3,-4,40,-4``. While this example is the same as |
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518 ``2,3,40``, the expression ``keyword=1,2,-3,-2`` filters issues that |
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519 don't have both keywords 1 and 2. |
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520 |
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521 Another example is: ``creator=3,-2,1,-2,-3``. This is the same as the |
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522 expression: ``(not user3) and (not user1)``. Using the rules of logic, |
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523 this is the same as: ``not (user3 or user1)`` which is expressed in |
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524 RPN as ``creator=3,1,-4,-2``. Compare this to ``creator=3,1,-2`` which |
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525 returns issues created by user3 or any user other than user1. |
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526 |
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527 Another example, useful when filtering issues, is:: |
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528 |
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529 keyword=-1,-2,1,8,-3,-2,-3 |
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530 |
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531 which returns issues that have one or more keywords set and the issue |
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532 does not have keyword1 and keyword8 both set. In more standard infix |
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533 form:: |
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534 |
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535 not empty and not (keyword1 and keyword8) |
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536 |
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537 Typing these expressions manually can be tiresome and tricky. On the |
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538 search page, there's an expression editor. You can access it by |
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539 clicking on the ``(expr)`` link, which makes creating these |
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540 expressions a bit easier. |
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541 |
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542 If your expression has an error, you will be returned to the search |
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543 page and an error will be reported. For example using the expression |
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544 ``1, -3`` to search the nosy property of an issue generates the |
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545 following error:: |
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546 |
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547 There was an error searching issue by nosy using: [1, -3]. The |
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548 operator -3 (and) at position 2 has too few arguments. |
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549 |
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550 The error message gives you the problem element (``-3``), it's meaning |
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551 (``and``) and its position: the second element. The problem was caused |
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552 because ``and`` requires two arguments, but only one argument (``1``) |
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553 was given. |
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554 |
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555 Another error message:: |
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556 |
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557 There was an error searching issue by status using: [1, 2, -3, |
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558 -3]. The operator -3 (and) at position 4 has too few arguments. |
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559 |
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560 reports that the second ``-3`` in the 4th position is the problem |
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561 operator. Note that this search expression will never return any |
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562 values. This is because ``status`` is a single value (link) type |
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563 property. It can't have the values ``1`` and ``2``, so the expression |
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564 ``1,2,-3`` will never return an issue. |
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565 |
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566 In the examples above, the error was caused by not having enough |
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567 arguments. However you can also have too many arguments. An example of |
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568 this type of message is:: |
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569 |
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570 There was an error searching issue by nosy using: [4, 5, 1, 2, -3, |
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571 -3]. There are too many arguments for the existing operators. The |
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572 values on the stack are: [Value 4, (Value 5 AND (Value 1 AND Value |
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573 2))] |
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574 |
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575 This message gives you the expression as far as it was able to compose |
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576 it, but value 1 is not combined with the rest of the expression. So |
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577 another binary operator is needed to complete the expression. |
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578 |
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579 If you have multiple incorrect expressions in your search, only one |
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580 expression will be reported each time you submit the search. |
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581 |
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582 Using the Classhelper |
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583 --------------------- |
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584 |
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585 The classhelper makes finding the id number or name for linked items |
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586 easier. It is usually invoked from the parent window by clicking on |
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587 the ``(list)`` link. There are two classhelpers: classic and |
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588 component. This documentation discusses the newer component |
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589 classhelper available with Roundup 2.4.0 or newer. If there is a |
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590 problem with the component classhelper, it reports the problem and |
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591 falls back to using the classic classhelper. |
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592 |
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593 The component classhelper is displayed in a popup window. You can |
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594 interact with the original window by moving the popup out of the way |
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595 or minimizing it. If you don't see a popup, check to see if your |
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596 browser has disabled popup windows. |
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597 |
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598 The classhelper has three parts: |
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599 |
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600 1. an optional search pane |
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601 2. a selection pane |
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602 3. an accumulator pane |
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603 |
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604 .. image:: images/classhelper-issue-all.png |
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605 :width: 675 |
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606 :height: 914 |
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607 :alt: Image of the new component classhelper popup. The image shows |
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608 the operating system window decorations with a title of "Superseder |
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609 Classhelper - issue2". Then it shows a search panel with options to |
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610 enter text to search issue titles or status and a select/dropdown |
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611 to search by a keyword on the issue. Below the options are search |
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612 and reset buttons. Below the search panel is a selection |
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613 panel that shows buttons to move to the previous or next pages and |
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614 says that it is displaying items 26 to 50. This is followed by a |
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615 scrollable table of issues where each row has a checkbox and the |
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616 box for issue 114 is checked. At the bottom of the window is a text |
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617 box that lists a number of issue numbers including 114. To the |
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618 right of the text box are apply and cancel buttons. |
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619 |
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620 |
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621 The search pane has text or select/dropdown fields to search for a |
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622 matching item. The image above shows a search for issues. The Title |
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623 and Status properties can be matched using a text input while the |
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624 Keyword property can be selected from a dropdown. Hitting enter while |
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625 in a text input will trigger a search and the results will be |
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626 displayed below the search pane in the selection pane. Tabbing to the |
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627 search button and pressing enter will also trigger a search. The reset |
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628 button will clear the search form. |
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629 |
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630 Below the search pane is the select pane. It lists the number of items |
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631 displayed (26-50) and includes two buttons to move to the previous or |
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632 next page of search results. If there is no search pane, this will |
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633 display a page of items from all the items in the class. Below the |
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634 pagination component is the scrollable selection table. Each row in |
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635 the table has a checkbox and one or more columns of data about the |
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636 item. Clicking on a row toggles the item's checkbox and adds or |
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637 removes the id or name for the item in the accumulator's |
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638 display. Arrow keys or tab/shift-tab can be used to scroll through |
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639 each item in the selection table. The space key or enter will |
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640 select/deselect the item. You can jump to the page controls using the |
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641 '<' and '>' keys. Once the page control button is focused, press enter |
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642 to trigger a page change. |
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643 |
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644 The bottom pane consists of a text input called the accumulator |
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645 display. It lists all the items that have been selected. The first two |
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646 items in this example were selected from the previous selection |
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647 page. Next to the display are the apply and cancel buttons. You can |
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648 jump to the apply button quickly by pressing Shift-Enter as long as |
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649 you are not in a search input. Once the apply button is focused, press |
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650 enter to copy the items in the display to the associated field on the |
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651 parent window. If you activate the cancel button or close the window |
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652 using the window decoration, the classhelper will close and not change |
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653 the parent window. |
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654 |
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655 The classhelper can also be used in read-only mode. In this mode, the |
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656 accumulator is not shown. Also the checkboxes are not displayed. To |
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657 close the classhelper in read-only mode use the window decoration or a |
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658 hotkey (e.g. control-w). |
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659 |
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660 You can have multiple classhelpers up at a time. The title on the |
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661 window identifies the property and item the classhelper will |
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662 modify. For example the image shows the superseder for issue2. |
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663 |
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664 Do not refresh the classhelper window using the ``F5`` key. This will |
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665 erase the contents of the window and you will have to close it and |
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666 invoke the link from the parent window again. |
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667 |
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668 Access Controls |
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669 --------------- |
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670 |
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671 User access is controlled through Permissions. These are are grouped |
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672 into Roles, and users have a comma-separated list of Roles assigned to |
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673 them. Roles can allow you to access: |
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674 |
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675 - an entire class of items (e.g. issues) |
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676 - only certain fields of a class (e.g. you can see the username but |
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677 not the phone number of other users) |
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678 - fields or classes based on your relationship to an item (e.g. |
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679 you can see the phone number of your user entry since you are the |
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680 owner of your user entry) |
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681 |
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682 Other permissions divide access controls up into answering questions |
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683 like: |
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684 |
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685 - may the user edit issues ("Edit", "issue") |
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686 - is the user allowed to use the web interface ("Web Access") |
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687 - may the user edit other user's Roles through the web ("Web Roles") |
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688 |
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689 Any number of new Permissions and Roles may be created as described in |
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690 the customisation documentation. Examples of new access controls are: |
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691 |
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692 - only managers may sign off issues as complete |
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693 - don't give users who register through e-mail web access |
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694 - let some users edit the details of all users |
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695 |
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696 E-Mail Gateway |
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697 ============== |
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698 |
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699 Roundup trackers may be used to facilitate e-mail conversations around |
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700 issues. The "nosy" list attached to each issue indicates the users who |
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701 should receive e-mail when messages are added to the issue. |
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702 |
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703 When e-mail comes into a tracker that identifies an issue in the subject |
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704 line, the content of the e-mail is attached to the issue. |
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705 |
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706 You may even create new issues from e-mail messages. |
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707 |
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708 E-mail sent to a tracker is examined for several pieces of information: |
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709 |
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710 1. `subject-line information`_ identifying the purpose of the e-mail |
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711 2. `sender identification`_ using the sender of the message |
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712 3. `e-mail message content`_ which is to be extracted |
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713 4. e-mail attachments which should be associated with the message |
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714 |
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715 |
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716 Subject-line information |
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717 ------------------------ |
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718 |
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719 The subject line of the incoming message is examined to find one of: |
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|
720 |
| 5827 | 721 1. a case insensitive ``help``, |
|
5056
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
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diff
changeset
|
722 2. a match for ``-- key <OneTimeKey>``, |
|
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
723 3. the item that the message is responding to, |
|
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
724 4. the type of item the message should create, or |
|
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
725 5. we default the item class and try some trickiness. |
|
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
726 |
|
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
727 If the subject is ``help`` (case insensitive), the gateway responds |
| 5827 | 728 with an explanation of the interface. |
|
5056
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
729 |
|
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
730 If a one-time key is found, we're processing an in-progress |
|
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
731 registration confirmation. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
732 |
|
1661
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Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
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diff
changeset
|
733 If the subject line contains a prefix in ``[square brackets]`` then |
|
7234
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
734 we're looking at case 3 or 4 above. Spaces are allowed inside the |
|
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
735 brackets and after the class item name. So ``[issue2]`` and |
|
7252
9c067ed4568b
add pragma command to roundup-admin
John Rouillard <rouilj@ieee.org>
parents:
7234
diff
changeset
|
736 ``[ issue 2 ]`` are treated the same where any white space is optional. |
|
7234
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
737 Any "re:" or "fwd:" prefixes are stripped off the subject line before |
|
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
738 we start looking for real information. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
739 |
|
7406
8bc4246480bf
Link designator terms to glossary; expand permission doc; typo fixes
John Rouillard <rouilj@ieee.org>
parents:
7279
diff
changeset
|
740 If an item :term:`designator` (class name and id number, for example |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
741 ``issue123``) is found there, a new "msg" item is added to the |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
742 "messages" property for that item, and any new "file" items are added to |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
743 the "files" property for the item. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
744 |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
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diff
changeset
|
745 If just an item class name is found there, we attempt to create a new |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
746 item of that class with its "messages" property initialized to contain |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
747 the new "msg" item and its "files" property initialized to contain any |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
748 new "file" items. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
749 |
|
5056
d995ee7d49bf
issue2550757: one bug raised by issue fixed. Patch created by
John Rouillard <rouilj@ieee.org>
parents:
5045
diff
changeset
|
750 The fifth case above - where no ``[information]`` is provided, the |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
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diff
changeset
|
751 tracker's ``MAIL_DEFAULT_CLASS`` configuration variable defines what |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
752 class of item the message relates to. We try to match the subject line |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
753 to an existing item of the default class, and if there's a match, the |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
754 message is related to that matched item. If not, then a new item of the |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
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diff
changeset
|
755 default class is created. |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
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diff
changeset
|
756 |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
757 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
758 Setting Properties |
|
1199
cd58a8603424
half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents:
1098
diff
changeset
|
759 ~~~~~~~~~~~~~~~~~~ |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
760 |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
761 The e-mail interface also provides a simple way to set properties on |
|
b9c1226cb600
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Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
762 items. At the end of the subject line, propname=value pairs can be |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
763 specified in square brackets, using the same conventions as for the |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
764 roundup set shell command. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
765 |
|
8052
d54af8964fe3
docs: fix unwanted highlighting.
John Rouillard <rouilj@ieee.org>
parents:
8032
diff
changeset
|
766 .. highlight:: text |
|
d54af8964fe3
docs: fix unwanted highlighting.
John Rouillard <rouilj@ieee.org>
parents:
8032
diff
changeset
|
767 |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
768 For example, |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
769 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
770 - setting the priority of an issue:: |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
771 |
|
4298
f6468c5e1493
Fix typo in email section of user guide, fixes issue2550607
Richard Jones <richard@users.sourceforge.net>
parents:
4036
diff
changeset
|
772 Subject: Re: [issue2] the coffee machine is broken! [priority=urgent] |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
773 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
774 - adding yourself to a nosy list:: |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
775 |
|
7234
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
776 Subject: Re: [ issue2 ] we're out of widgets [nosy=+richard] |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
777 |
|
1282
2feb3e0a9955
included doc ideas from Bernhard Reiter
Richard Jones <richard@users.sourceforge.net>
parents:
1267
diff
changeset
|
778 - setting the nosy list to just you and cliff:: |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
779 |
|
7234
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
780 Subject: Re: [issue 2] we're out of widgets [nosy=richard,cliff] |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
781 |
|
1282
2feb3e0a9955
included doc ideas from Bernhard Reiter
Richard Jones <richard@users.sourceforge.net>
parents:
1267
diff
changeset
|
782 - removing yourself from a nosy list and setting the priority:: |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
783 |
|
7234
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
784 Subject: Re: [ issue 2 ] we're out of widgets [nosy=-richard;priority=bug] |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
785 |
|
8052
d54af8964fe3
docs: fix unwanted highlighting.
John Rouillard <rouilj@ieee.org>
parents:
8032
diff
changeset
|
786 .. highlight:: python3 |
|
d54af8964fe3
docs: fix unwanted highlighting.
John Rouillard <rouilj@ieee.org>
parents:
8032
diff
changeset
|
787 |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
788 In all cases, the message relates to issue 2. The ``Re:`` prefix is |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
789 stripped off. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
790 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
791 |
|
1267
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
792 Automatic Properties |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
793 ~~~~~~~~~~~~~~~~~~~~ |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
794 |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
795 **status of new issues** |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
796 When a new message is received that is not identified as being related |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
797 to an existing issue, it creates a new issue. The status of the new |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
798 issue is defaulted to "unread". |
|
1267
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
799 |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
800 **reopening of resolved issues** |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
801 When a message is is received for a resolved issue, the issue status is |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
802 automatically reset to "chatting" to indicate new information has been |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
803 received. |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
804 |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
805 |
|
1615
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
806 Sender identification |
|
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
807 --------------------- |
|
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
808 |
|
3529
4fd84dcfed33
more explanation
Richard Jones <richard@users.sourceforge.net>
parents:
3036
diff
changeset
|
809 If the sender of an e-mail is unknown to Roundup (looking up both user |
|
4fd84dcfed33
more explanation
Richard Jones <richard@users.sourceforge.net>
parents:
3036
diff
changeset
|
810 primary e-mail addresses and their alternate addresses) then a new user |
|
4018
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
811 may be created, depending on tracker configuration (see the `Admin |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
812 Guide`_ section "Users and Security" for configuration details.) |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
813 |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
814 .. _`Admin Guide`: admin_guide.html |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
815 |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
816 The new user will have their username set to the "user" part of |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
817 "user@domain" in their e-mail address. Their password will be |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
818 completely randomised, and they'll have to visit the web interface to |
| 2409 | 819 have it changed. Some sites don't allow web access by users who register |
|
3529
4fd84dcfed33
more explanation
Richard Jones <richard@users.sourceforge.net>
parents:
3036
diff
changeset
|
820 via e-mail like this. |
|
1615
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
821 |
|
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
822 |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
823 E-Mail Message Content |
|
1199
cd58a8603424
half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents:
1098
diff
changeset
|
824 ---------------------- |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
825 |
|
6408
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
826 By default Roundup only associates plain text (MIME type |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
827 ``text/plain``) as messages for items. Any other parts of a message |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
828 are associated as downloadable files. If no plain text part is found, |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
829 the message is rejected. The tracker can be configured to enable |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
830 ``convert_htmltotext``. If this is enabled, an email with an HTML |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
831 message (MIME type ``text/html``) and no ``text/plain`` part will be |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
832 accepted. The first HTML part will be converted to text and used as |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
833 the message for the item. Subsequent parts will be treated as |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
834 attachments. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
835 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
836 To do this, incoming messages are examined for multiple parts: |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
837 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
838 * In a multipart/mixed message or part, each subpart is extracted and |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
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839 examined. The text/plain subparts are assembled to form the textual |
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840 body of the message, to be stored in the file associated with a "msg" |
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841 class item. Any parts of other types are each stored in separate files |
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842 and given "file" class items that are linked to the "msg" item. |
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843 * In a multipart/alternative message or part, we look for a text/plain |
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844 subpart and ignore the other parts. |
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845 |
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846 If the message is a response to a previous message, and contains quoted |
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847 sections, then these will be stripped out of the message if the |
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848 ``EMAIL_KEEP_QUOTED_TEXT`` configuration variable is set to ``'no'``. |
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849 |
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850 Message summary |
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851 ~~~~~~~~~~~~~~~ |
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852 |
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853 The "summary" property on message items is taken from the first |
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854 non-quoting section in the message body. The message body is divided |
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855 into sections by blank lines. Sections where the second and all |
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856 subsequent lines begin with a ">" or "|" character are considered |
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857 "quoting sections". The first line of the first non-quoting section |
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858 becomes the summary of the message. |
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881
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859 |
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860 |
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861 Address handling |
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862 ---------------- |
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863 |
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864 All of the addresses in the ``To:`` and ``Cc:`` headers of the incoming |
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865 message are looked up among the tracker users, and the corresponding |
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866 users are placed in the "recipients" property on the new "msg" item. The |
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867 address in the ``From:`` header similarly determines the "author" |
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868 property of the new "msg" item. The default handling for addresses that |
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869 don't have corresponding users is to create new users with no passwords |
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870 and a username equal to the address. |
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871 |
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872 The addresses mentioned in the ``To:``, ``From:`` and ``Cc:`` headers of |
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873 the message may be added to the `nosy list`_ depending on: |
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874 |
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875 ``ADD_AUTHOR_TO_NOSY`` |
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876 Does the author of a message get placed on the nosy list automatically? |
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877 If 'new' is used, then the author will only be added when a message |
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878 creates a new issue. If 'yes', then the author will be added on |
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879 followups too. If 'no', they're never added to the nosy. |
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881
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880 |
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881 ``ADD_RECIPIENTS_TO_NOSY`` |
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882 Do the recipients (To:, Cc:) of a message get placed on the nosy list? |
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883 If 'new' is used, then the recipients will only be added when a message |
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884 creates a new issue. If 'yes', then the recipients will be added on |
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885 followups too. If 'no', they're never added to the nosy. |
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886 |
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887 Some organisations might prefer to have someone moderate emails before |
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888 they are delivered into Roundup. Those might want to set the |
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889 configuration option ``EMAIL_KEEP_REAL_FROM`` to ``'yes'`` to avoid |
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890 having the moderators address appearing as the creator of issues. |
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891 |
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892 Nosy List |
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893 ~~~~~~~~~ |
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894 |
| 1228 | 895 Roundup watches for additions to the "messages" property of items. |
| 896 | |
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897 When a new message is added, it is sent to all the users on the "nosy" |
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898 list for the item that are not already on the "recipients" list of the |
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899 message. Those users are then appended to the "recipients" property on |
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900 the message, so multiple copies of a message are never sent to the same |
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901 user. The journal recorded by the hyperdatabase on the "recipients" |
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902 property then provides a log of when the message was sent to whom. |
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903 |
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904 If the author of the message is also in the nosy list for the item that |
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905 the message is attached to, then the config var ``MESSAGES_TO_AUTHOR`` |
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906 is queried to determine if they get a nosy list copy of the message too. |
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907 |
|
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John Rouillard <rouilj@ieee.org>
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908 .. _`RPN`: https://en.wikipedia.org/wiki/Reverse_Polish_notation |