Mercurial > p > roundup > code
annotate doc/index.html @ 647:b3b483e0fd5e
Fixed a couple of dodgy bits found by pychekcer.
| author | Richard Jones <richard@users.sourceforge.net> |
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| date | Wed, 27 Feb 2002 03:16:02 +0000 |
| parents | f98f37697f4c |
| children | 1dcbee29faa7 |
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1 <html><head> |
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2 <title>Roundup: an Issue-Tracking System for Knowledge Workers</title> |
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3 </head><body> |
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4 |
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5 <h1 align=center>Roundup (0.3.1)</h1> |
| 256 | 6 <h3 align=center>An Issue-Tracking System for Knowledge Workers</h2> |
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7 |
| 256 | 8 <h1>Contents</h1> |
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9 |
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10 <ul> |
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11 <li><a href="overview.html">Overview</a> (Initial submission to SC Track) |
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12 <li><a href="#installation">Installation</a> |
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13 <ul> |
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14 <li><a href="#requires">Prerequisites</a> |
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15 <li><a href="#getting">Getting Roundup</a> |
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16 <li><a href="#installing">Installing Roundup</a> |
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17 </ul> |
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18 <li><a href="#starting">Getting Started</a> |
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19 <ul> |
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20 <li><a href="#instance">The Instance</a> |
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21 <li><a href="#startcmd">Command Line Tool</a> |
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22 <li><a href="#startmail">E-Mail Interface</a> |
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23 <li><a href="#startweb">Web Interface</a> |
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24 <li><a href="#users">Users and Access Control</a> (Users and permissions, Adding users) |
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25 <li><a href="#issues">Issues</a> |
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26 </ul> |
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27 <li><a href="#guide">User Guide</a> |
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28 <ul> |
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29 <li><a href="#cmd">Command Line Tool</a> |
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30 <li><a href="#web">Web Interface</a> |
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31 <li><a href="#mail">E-Mail Gateway</a> (Message content summary, Address handling, Performing Actions) |
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32 </ul> |
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33 <li><a href="#custom">Customising Roundup</a> |
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34 <ul> |
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35 <li><a href="#config">Instance Configuration</a> |
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36 <li><a href="#custinst">Instance Schema</a> (Creating a new information store) |
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37 <li><a href="#custweb">Web Interface</a> (Displaying properties, Index views, Item views) |
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38 </ul> |
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39 <li><a href="spec.html">Roundup's Design Document</a> ("Implementation Guide") |
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40 <li><a href="#ack">Acknowledgements</a> |
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41 </ul> |
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42 |
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43 <p><hr> |
| 256 | 44 <h1><a name="installation">Installation</a></h1> |
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45 |
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| 256 | 47 <h2><a name="requires">Prerequisites</a></h2> |
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48 |
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49 <p> |
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50 Python 2.1.1 is required for the correct operation of roundup. |
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51 </p> |
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52 |
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53 <p> |
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54 Download the latest version from |
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55 <a href="http://www.python.org/">http://www.python.org/</a>. |
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56 </p> |
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57 |
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58 |
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| 256 | 60 <h2><a name="getting">Getting Roundup</a></h2> |
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61 |
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62 Download the latest version from |
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63 <a href="http://roundup.sf.net/">http://roundup.sf.net/</a>. |
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64 |
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65 |
| 256 | 66 <h2><a name="installing">Installing Roundup</a></h2> |
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67 |
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68 <ol> |
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69 <li>Run: |
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70 <br><tt>python setup.py install</tt> |
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71 <li>If you would prefer the scripts installed in somewhere other than |
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72 <tt>/usr/local/bin</tt>, add <tt>"--install-scripts=<dir>"</tt> |
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73 to the command: |
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74 <br><tt>python setup.py install --install-scripts=<dir></tt> |
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75 <li>The command: |
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76 <br><tt>python setup.py install --help</tt> |
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77 <br>gives all the options available for installation. |
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78 </ol> |
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79 |
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80 |
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81 <p><hr> |
| 256 | 82 <h1><a name="starting">Getting Started</a></h1> |
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83 |
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84 The following instructions assume that you have installed roundup. If you |
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85 haven't, you may still proceed - just preface all commands with "./" |
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86 ie. "./roundup-admin init". |
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87 |
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88 |
| 256 | 89 <h2><a name="instance">The Instance</a></h2> |
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90 |
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91 We'll be referring to the term <em>instance</em> a lot from now on. An |
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92 instance is |
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93 a directory in your filesystem that is where all the information about a |
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94 live issue tracker database is stored. The data that is entered as issues, |
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95 the users who access the database and the definition of the database itself |
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96 all reside there: |
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97 <ol> |
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98 <li><strong>Hyperdatabase</strong> |
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99 <br>This is the lowest component of Roundup and is where all the |
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100 issues, users, file attachments and messages are stored. |
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101 <li><strong>Database schema</strong> |
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102 <br>This describes the content of the hyperdatabase - what fields are |
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103 stored for issues, what user information, etc. Being stored in the |
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104 instance, this allows it to be customised for a particular application. |
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105 It also means that changes in the Roundup core code do not affect a |
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106 running instance. |
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107 <li><strong>Web Interface</strong> |
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108 <br>The web interface templates are defined in the instance too - and |
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109 the actual CGI interface class is defined (mostly using base classes in |
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110 the Roundup core code) so it, like the database, may be customised for |
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111 each instance in use. |
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112 </ol> |
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113 |
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114 Instances are created using the <tt>roundup-admin</tt> tool. |
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115 |
| 256 | 116 <h2><a name="startcmd">Command Line Tool</a></h2> |
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117 |
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118 To initiliase a new instance, run <tt>roundup-admin init</tt>. You will be |
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119 asked a series of questions: |
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120 |
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121 <ol> |
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122 <li>Instance home directory |
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123 <li>Schema to use |
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124 <li>Database back-end to use |
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125 <li>Administration user "admin" password. |
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126 </ol> |
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127 |
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128 You should also think about whether there is going to be controlled access |
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129 to the instance on the machine the instance is running on. That is, who can |
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130 actually make changes to the database using the roundup-admin tool. See |
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131 the section on <a href="#users">Users and Access Control</a> for |
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132 information on how to secure your instance from the start. |
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133 |
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134 <p> |
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135 |
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136 Roundup is configurable using an instance_config.py file in the instance home. |
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137 It should be edited before roundup is used, and may have the following |
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138 variable declarations: |
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139 |
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140 <ol> |
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141 <li>MAILHOST |
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142 <br>The SMTP mail host that roundup will use to send mail |
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143 <li>MAIL_DOMAIN |
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144 <br>The domain name used for email addresses |
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145 <li>ISSUE_TRACKER_WEB |
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146 <br>The web address of the issue tracker's web interface |
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147 </ol> |
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148 |
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149 <p> |
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150 The email addresses used by the system by default are: |
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151 |
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152 <ol> |
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153 <li>ISSUE_TRACKER_EMAIL - issue_tracker@MAIL_DOMAIN |
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154 <br>submissions of issues |
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155 <li>ADMIN_EMAIL - roundup-admin@MAIL_DOMAIN |
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156 <br>roundup's internal use (problems, etc) |
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157 </ol> |
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158 |
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159 <h2><a name="startmail">E-Mail Interface</a></h2> |
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160 |
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161 <h3>Setup 1: As a mail alias pipe process</h3> |
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162 Set up a mail alias called "issue_tracker" as (include the quote marks): |
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163 <blockquote> |
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164 <tt>"|/usr/bin/python /usr/local/bin/roundup-mailgw <instance_home>"</tt> |
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165 </blockquote> |
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166 |
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167 In some installations (e.g. RedHat 6.2 I think) you'll need to set up smrsh |
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168 so sendmail will accept the pipe command. In that case, symlink |
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169 /etc/smrsh/roundup-mailgw to /usr/local/bin/roundup-mailgw and change the |
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170 command to: |
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171 <blockquote> |
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172 <tt>|roundup-mailgw <instance_home></tt> |
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173 </blockquote> |
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174 |
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175 To test the mail gateway on unix systems, try: |
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176 |
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177 <blockquote> |
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178 <tt>echo test |mail -s '[issue] test' issue_tracker@your.domain</tt> |
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179 </blockquote> |
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180 |
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181 |
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182 <h3>Setup 2: As a regular cron job using a mailbox source</h3> |
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183 Set the roundup-mailgw up to run every 10 minutes or so. For example: |
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184 <blockquote> |
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185 <tt>10 * * * * /usr/local/bin/roundup-mailgw <instance_home> mailbox <mail_spool_file></tt> |
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186 </blockquote> |
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187 Where the mail_spool_file argument is the location of the roundup |
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188 submission user's mail spool. On most systems, the spool for a user |
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189 "issue_tracker" will be "/var/mail/issue_tracker". |
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190 |
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191 <h3>Setup 3: As a regular cron job using a POP source</h3> |
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192 To retrieve from a POP mailbox, use a similar cron entry to the mailbox |
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193 one: |
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194 <blockquote> |
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195 <tt>10 * * * * /usr/local/bin/roundup-mailgw <instance_home> pop <pop_spec></tt> |
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196 </blockquote> |
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197 where pop_spec is "username:password@server" that specifies the roundup |
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198 submission user's POP account name, password and server. |
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199 |
| 256 | 200 <h2><a name="startweb">Web Interface</a></h2> |
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201 This software will work through apache or stand-alone. |
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202 <p> |
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203 <strong>Stand-alone:</strong> |
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204 <ol> |
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205 <li>Edit roundup-server at the top - ROUNDUP_INSTANCE_HOMES needs to know |
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206 about your instance. You may also specify the values for |
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207 ROUNDUP_INSTANCE_HOMES on the command-line using "name=home" pairs. |
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208 <li><tt>roundup-server [hostname port]</tt> (hostname may be "") |
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209 <li>Load up the page <tt>/<instance name>/index</tt> where |
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210 instance name is the |
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211 name you nominated in <tt>ROUNDUP_INSTANCE_HOMES</tt>. |
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212 </ol> |
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213 |
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214 <strong>Apache:</strong> |
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215 <ol> |
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216 <li>The CGI script is found in the cgi-bin directory of the roundup |
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217 distribution. |
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218 </li> |
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219 <li>Make sure roundup.cgi is executable. Edit it at the top - |
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220 ROUNDUP_INSTANCE_HOMES needs to know about your instance. |
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221 </li> |
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222 <li>Edit your /etc/httpd/conf/httpd.conf and make sure that the |
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223 /home/httpd/html/roundup/roundup.cgi script will be treated as a CGI |
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224 script. |
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225 </li> |
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226 <li>Re-start your apache to re-load the config if necessary. |
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227 </li> |
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228 <li>Load up the page "/roundup/roundup.cgi/<instance name>/index" where |
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229 instance name is the name you nominated in ROUNDUP_INSTANCE_HOMES. |
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230 </li> |
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231 <li>To use the CGI script unchanged, which allows much easier updates, |
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232 add these directives to your "httpd.conf": |
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233 <pre> |
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234 SetEnv ROUNDUP_LOG "/var/log/roundup.log" |
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235 SetEnv ROUNDUP_INSTANCE_HOMES "Default=/usr/local/share/roundup/instances/Default" |
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236 SetEnv ROUNDUP_DEBUG "0" |
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237 </pre> |
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238 </li> |
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239 <li>On Windows, write a batch file "roundup.bat" similar to the one below |
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240 and place it into your cgi-bin directory: |
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241 <pre> |
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242 @echo off |
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243 set ROUNDUP_LOG=c:\Python21\share\roundup\cgi.log |
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244 set ROUNDUP_INSTANCE_HOMES=Default=c:\Python21\share\roundup\instances\Default; |
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245 set ROUNDUP_DEBUG=0 |
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246 c:\Python21\python.exe c:\Python21\share\roundup\cgi-bin\roundup.cgi |
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247 </pre> |
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248 </li> |
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249 </ol> |
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250 |
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251 |
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252 |
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253 |
| 256 | 254 <h2><a name="users">Users</a></h2> |
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255 |
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256 <h3>Users and permissions</h3> |
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257 By default, roundup automatically creates one user when the instance |
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258 database is initialised (using roundup-admin init). The user is "admin" and |
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259 the password is the one you supply at that time. |
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260 <p> |
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261 If users attempt to use roundup in any manner and are not identified to |
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262 roundup, they will be using the database in a read-only mode. That is, if |
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263 roundup doesn't know who they are, they can't change anything. This has the |
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264 following repurcussions: |
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265 <dl> |
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266 <dt><strong>Command-line interface</strong> |
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267 <dd>The data modification commands (create, init, retire, set) are |
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268 performed as the "admin" user. It is therefore important that the database |
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269 be protected by the filesystem if protection is required. On a Unix system, |
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270 the easiest and most flexible method of doing so is: |
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271 <ol> |
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272 <li>Add a new user and group to your system (e.g. "issue_tracker") |
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273 <li>When creating a new instance home, use the following commands |
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274 (substituting instance_home for the directory you want to use):<br> |
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275 <pre> |
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276 mkdir instance_home |
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277 chown issue_tracker:issue_tracker instance_home |
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278 chmod g+rwxs instance_home |
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279 roundup-admin -i instance_home init |
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280 </pre> |
| 277 | 281 <li>Now, edit the /etc/group line for the issue_tracker group so it includes |
| 282 the unix logins of all the users who are going to administer your roundup | |
| 283 instance. If you're running the web or mail gateways, then be sure to | |
| 284 include those users in the group too (on some Linux systems, these | |
| 285 users are "www" or "apache" and "mail".) | |
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286 </ol> |
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287 |
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288 <dt><strong>E-Mail interface</strong> |
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289 <dd>Users are identified by e-mail address - a new user entry will be |
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290 created for any e-mail address that is not recognised, so users are |
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291 <em>always</em> identified by roundup. |
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292 <dt><strong>Web interface</strong> |
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293 <dd>Unidentified users have read-only access. If the users database has an |
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294 entry with the username "anonymous", then unidentified users are |
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295 automatically logged in as that user. This gives them write access. |
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296 </dl> |
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297 <p> |
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298 *** anonymous access and the ANONYMOUS_* configuratins. |
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299 |
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300 <h3>Adding users</h3> |
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301 To add users, use one of the following interfaces: |
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302 |
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303 <ol> |
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304 <li>On the web, access the URL <tt>.../<instance name>/newuser</tt> |
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305 to bring up a form which may be used to add a new user. |
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306 <li>On the command-line, use: |
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307 <br><tt>roundup-admin -i <instance home> create user |
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308 username=bozo password=bozo address=richard@clown.org</tt> |
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309 <br>Supply the admin username and password. roundup-admin will print the |
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310 id of the new user. |
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311 <li>Any e-mail sent to roundup from an address that doesn't match an |
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312 existing user in the database will result in a new user entry being |
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313 created for that user. |
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314 </ol> |
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315 |
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316 |
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317 |
| 256 | 318 <h2><a name="issues">Issues</a></h2> |
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319 To add issues, use one of the following interfaces: |
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320 |
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321 <ol> |
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322 <li>On the web, access the URL <tt>.../<instance name>/newissue</tt> |
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323 to bring up a form which may be used to add a new issue. |
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324 <li>On the command-line, use: |
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325 <br><tt>roundup-admin -i <instance home> create issue |
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326 title="test issue"</tt> |
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327 <br>Supply the admin username and password. roundup-admin will print the |
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328 id of the new issue. |
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329 <li>Any e-mail sent to roundup with the subject line containing [issue] |
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330 will automatically created a new issue in the database using the |
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331 contents of the e-mail. |
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332 </ol> |
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333 |
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334 <p><hr> |
| 256 | 335 <h1><a name="guide">User Guide</a></h1> |
| 336 <h2><a name="cmd">Command Line Tool</a></h2> | |
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337 |
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338 Usage: |
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339 <tt>roundup-admin [-i instance home] [-u login] [-c] <command> |
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340 <arguments></tt> |
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341 |
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342 <p> |
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343 <table><tr><th colspan=2>Options:</th></tr> |
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344 <tr><td>-i instance home </td><td>specify the issue tracker "home directory" to administer |
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345 </td></tr> |
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346 <tr><td>-u </td><td>the user[:password] to use for commands |
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347 </td></tr> |
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348 <tr><td>-c </td><td>when outputting lists of data, just comma-separate them |
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349 </td></tr> |
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350 </table> |
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351 |
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352 <p> |
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353 <table width=100% border=1 cellspacing=0> |
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354 <tr><th colspan=2>Command Help</th></tr> |
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355 |
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356 |
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357 <tr><td valign=top><strong>commit</strong></td> |
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358 <td><tt>Usage: commit</tt><p> |
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359 <pre> |
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360 The changes made during an interactive session are not |
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361 automatically written to the database - they must be committed |
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362 using this command. |
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363 |
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364 One-off commands on the command-line are automatically committed if |
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365 they are successful. |
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366 |
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367 </pre></td></tr> |
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368 |
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369 |
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370 <tr><td valign=top><strong>create</strong></td> |
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371 <td><tt>Usage: create classname property=value ...</tt><p> |
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372 <pre> |
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373 This creates a new entry of the given class using the property |
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374 name=value arguments provided on the command line after the "create" |
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375 command. |
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376 |
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377 </pre></td></tr> |
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378 |
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379 |
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380 <tr><td valign=top><strong>display</strong></td> |
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381 <td><tt>Usage: display designator</tt><p> |
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382 <pre> |
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383 This lists the properties and their associated values for the given |
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384 node. |
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385 |
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386 </pre></td></tr> |
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387 |
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388 |
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389 <tr><td valign=top><strong>export</strong></td> |
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390 <td><tt>Usage: export class[,class] destination_dir</tt><p> |
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391 <pre> |
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392 This action exports the current data from the database into |
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393 tab-separated-value files that are placed in the nominated destination |
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394 directory. The journals are not exported. |
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395 |
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396 </pre></td></tr> |
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397 |
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398 |
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399 <tr><td valign=top><strong>find</strong></td> |
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400 <td><tt>Usage: find classname propname=value ...</tt><p> |
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401 <pre> |
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402 Find the nodes of the given class with a given link property value. The |
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403 value may be either the nodeid of the linked node, or its key value. |
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404 |
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405 </pre></td></tr> |
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406 |
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407 |
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408 <tr><td valign=top><strong>get</strong></td> |
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409 <td><tt>Usage: get property designator[,designator]*</tt><p> |
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410 <pre> |
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411 Retrieves the property value of the nodes specified by the designators. |
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412 |
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413 </pre></td></tr> |
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414 |
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415 |
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416 <tr><td valign=top><strong>help</strong></td> |
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417 <td><tt>Usage: help topic</tt><p> |
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418 <pre> |
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419 commands -- list commands |
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420 <command> -- help specific to a command |
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421 initopts -- init command options |
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422 all -- all available help |
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423 |
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424 </pre></td></tr> |
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425 |
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426 |
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427 <tr><td valign=top><strong>history</strong></td> |
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428 <td><tt>Usage: history designator</tt><p> |
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429 <pre> |
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430 Lists the journal entries for the node identified by the designator. |
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431 |
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432 </pre></td></tr> |
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433 |
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434 |
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435 <tr><td valign=top><strong>import</strong></td> |
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436 <td><tt>Usage: import class file</tt><p> |
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437 <pre> |
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438 The file must define the same properties as the class (including having |
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439 a "header" line with those property names.) The new nodes are added to |
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440 the existing database - if you want to create a new database using the |
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441 imported data, then create a new database (or, tediously, retire all |
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442 the old data.) |
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443 |
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444 </pre></td></tr> |
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445 |
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446 |
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447 <tr><td valign=top><strong>initialise</strong></td> |
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448 <td><tt>Usage: initialise [template [backend [admin password]]]</tt><p> |
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449 <pre> |
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450 The command will prompt for the instance home directory (if not supplied |
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451 through INSTANCE_HOME or the -i option. The template, backend and admin |
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452 password may be specified on the command-line as arguments, in that |
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453 order. |
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454 |
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455 See also initopts help. |
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456 |
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457 </pre></td></tr> |
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458 |
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459 |
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460 <tr><td valign=top><strong>list</strong></td> |
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461 <td><tt>Usage: list classname [property]</tt><p> |
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462 <pre> |
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463 Lists all instances of the given class. If the property is not |
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464 specified, the "label" property is used. The label property is tried |
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465 in order: the key, "name", "title" and then the first property, |
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466 alphabetically. |
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467 |
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468 </pre></td></tr> |
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469 |
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470 |
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471 <tr><td valign=top><strong>retire</strong></td> |
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472 <td><tt>Usage: retire designator[,designator]*</tt><p> |
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473 <pre> |
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|
474 This action indicates that a particular node is not to be retrieved by |
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475 the list or find commands, and its key value may be re-used. |
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476 |
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|
477 </pre></td></tr> |
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478 |
|
255
d4ef19ef17bd
Bug fix for test_init on Windows.
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479 |
|
461
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480 <tr><td valign=top><strong>rollback</strong></td> |
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481 <td><tt>Usage: rollback</tt><p> |
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482 <pre> |
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|
483 The changes made during an interactive session are not |
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|
484 automatically written to the database - they must be committed |
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|
485 manually. This command undoes all those changes, so a commit |
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|
486 immediately after would make no changes to the database. |
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487 |
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|
488 </pre></td></tr> |
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489 |
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490 |
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491 <tr><td valign=top><strong>set</strong></td> |
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492 <td><tt>Usage: set designator[,designator]* propname=value ...</tt><p> |
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493 <pre> |
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|
494 Sets the property to the value for all designators given. |
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changeset
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495 |
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496 </pre></td></tr> |
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497 |
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498 |
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499 <tr><td valign=top><strong>specification</strong></td> |
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500 <td><tt>Usage: specification classname</tt><p> |
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501 <pre> |
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502 This lists the properties for a given class. |
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503 |
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504 </pre></td></tr> |
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505 |
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506 |
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507 <tr><td valign=top><strong>table</strong></td> |
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508 <td><tt>Usage: table classname [property[,property]*]</tt><p> |
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509 <pre> |
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510 Lists all instances of the given class. If the properties are not |
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511 specified, all properties are displayed. By default, the column widths |
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512 are the width of the property names. The width may be explicitly defined |
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513 by defining the property as "name:width". For example:: |
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514 roundup> table priority id,name:10 |
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515 Id Name |
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516 1 fatal-bug |
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517 2 bug |
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518 3 usability |
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519 4 feature |
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520 |
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521 </pre></td></tr> |
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522 |
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523 </table> |
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524 |
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525 <p> |
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526 All commands (except help) require an instance specifier. This is just the path |
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527 to the roundup instance you're working with. A roundup instance is where |
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528 roundup keeps the database and configuration file that defines an issue |
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529 tracker. It may be thought of as the issue tracker's "home directory". It may |
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530 be specified in the environment variable ROUNDUP_INSTANCE or on the command |
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531 line as "-i instance". |
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532 |
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533 <p> |
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534 A designator is a classname and a nodeid concatenated, eg. bug1, user10, ... |
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535 |
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536 <p> |
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537 Property values are represented as strings in command arguments and in the |
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538 printed results: |
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539 <ul> |
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540 <li>Strings are, well, strings. |
|
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541 <li>Password values will display as their encoded value. |
|
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542 <li>Date values are printed in the full date format in the local time zone, and |
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543 accepted in the full format or any of the partial formats explained below. |
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544 <table> |
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545 <tr><th>Input of...</th><th>Means...</th></tr> |
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546 <tr><td>"2000-04-17.03:45"</td><td>2000-04-17.08:45:00</td></tr> |
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547 <tr><td>"2000-04-17"</td><td>2000-04-17.00:00:00</td></tr> |
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548 <tr><td>"01-25"</td><td>yyyy-01-25.00:00:00</td></tr> |
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549 <tr><td>"08-13.22:13"</td><td>yyyy-08-14.03:13:00</td></tr> |
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550 <tr><td>"11-07.09:32:43"</td><td>yyyy-11-07.14:32:43</td></tr> |
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551 <tr><td>"14:25"</td><td>yyyy-mm-dd.19:25:00</td></tr> |
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552 <tr><td>"8:47:11"</td><td>yyyy-mm-dd.13:47:11</td></tr> |
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553 <tr><td>"."</td><td>"right now"</td></tr> |
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554 </table> |
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555 <li>Link values are printed as node designators. When given as an argument, |
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556 node designators and key strings are both accepted. |
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557 <li>Multilink values are printed as lists of node designators joined by commas. |
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558 When given as an argument, node designators and key strings are both |
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559 accepted; an empty string, a single node, or a list of nodes joined by |
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560 commas is accepted. |
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561 </ul> |
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562 When multiple nodes are specified to the roundup get or roundup set |
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563 commands, the specified properties are retrieved or set on all the listed |
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564 nodes. |
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565 <p> |
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566 When multiple results are returned by the roundup get or roundup find |
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567 commands, they are printed one per line (default) or joined by commas (with |
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568 the -c) option. |
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569 <p> |
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570 Where the command changes data, a login name/password is required. The |
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571 login may be specified as either "name" or "name:password". |
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572 <ul> |
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573 <li>ROUNDUP_LOGIN environment variable |
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574 <li>the -u command-line option |
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575 </ul> |
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576 If either the name or password is not supplied, they are obtained from the |
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577 command-line. |
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578 |
| 256 | 579 <h2><a name="web">Web Interface</a></h2> |
|
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580 Index views may be modified by the following arguments: |
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581 <pre> |
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582 :sort - sort by prop name, optionally preceeded with '-' |
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583 to give descending or nothing for ascending sorting. |
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584 :group - group by prop name, optionally preceeded with '-' or |
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585 to sort in descending or nothing for ascending order. |
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586 :filter - selects which props should be displayed in the filter |
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587 section. Default is all. |
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588 :columns - selects the columns that should be displayed. |
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589 Default is all. |
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590 propname - selects the values the node properties given by propname |
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591 must have (very basic search/filter). |
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592 </pre> |
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593 |
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594 <strong>Not sure what to put in here...</strong> |
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595 |
| 256 | 596 <h2><a name="mail">E-Mail Gateway</a></h2> |
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597 |
| 277 | 598 <h3>Performing Actions</h3> |
| 599 The subject line of the incoming message is examined to determine whether | |
| 600 the message is an attempt to create a new item or to discuss an existing | |
| 601 item. A designator enclosed in square brackets is sought as the first thing | |
| 602 on the subject line (after skipping any "Fwd:" or "Re:" prefixes). | |
| 603 <p> | |
| 604 If an item designator (class name and id number) is found there, the newly | |
| 605 created "msg" node is added to the "messages" property for that item, and | |
| 606 any new "file" nodes are added to the "files" property for the item. | |
| 607 <p> | |
| 608 If just an item class name is found there, we attempt to create a new item | |
| 609 of that class with its "messages" property initialized to contain the new | |
| 610 "msg" node and its "files" property initialized to contain any new "file" | |
| 611 nodes. | |
| 612 | |
| 613 <h3>Setting Properties</h3> | |
| 614 The e-mail interface also provides a simple way to set | |
| 615 properties on items. At the end of the subject line, | |
| 616 <em>propname</em><tt>=</tt><em>value</em> pairs can be | |
| 617 specified in square brackets, using the same conventions | |
| 618 as for the <tt>roundup set</tt> shell command. | |
| 619 explanatory message given in the exception. | |
| 620 | |
| 621 <h3>Message content</h3> | |
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622 Incoming messages are examined for multiple parts: |
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623 <ul> |
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624 <li>In a multipart/mixed message or part, each subpart is extracted and |
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625 examined. The text/plain subparts are assembled to form the textual |
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626 body of the message, to be stored in the file associated with a "msg" |
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627 class node. Any parts of other types are each stored in separate files |
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628 and given "file" class nodes that are linked to the "msg" node. |
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629 <li>In a multipart/alternative message or part, we look for a text/plain |
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630 subpart and ignore the other parts. |
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631 </ul> |
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632 |
| 277 | 633 <h4>Message summary</h4> |
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634 The "summary" property on message nodes is taken from the first non-quoting |
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635 section in the message body. The message body is divided into sections by |
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636 blank lines. Sections where the second and all subsequent lines begin with |
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637 a ">" or "|" character are considered "quoting sections". The first line of |
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638 the first non-quoting section becomes the summary of the message. |
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639 |
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640 <h3>Address handling</h3> |
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641 All of the addresses in the To: and Cc: headers of the incoming message are |
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642 looked up among the user nodes, and the corresponding users are placed in |
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643 the "recipients" property on the new "msg" node. The address in the From: |
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644 header similarly determines the "author" property of the new "msg" |
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645 node. The default handling for addresses that don't have corresponding |
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646 users is to create new users with no passwords and a username equal to the |
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647 address. (The web interface does not permit logins for users with no |
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648 passwords.) If we prefer to reject mail from outside sources, we can simply |
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649 register an auditor on the "user" class that prevents the creation of user |
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650 nodes with no passwords. |
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651 |
| 256 | 652 <h3>Triggers</h3> |
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653 Both cases may trigger detectors (in the first case we are calling the |
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654 set() method to add the message to the item's spool; in the second case we |
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655 are calling the create() method to create a new node). If an auditor raises |
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656 an exception, the original message is bounced back to the sender with the |
| 277 | 657 |
| 658 <h4>Nosy Lists</h4> | |
| 659 A standard detector is provided that watches for additions | |
| 660 to the "messages" property. When a new message is added, the | |
| 661 detector sends it to all the users on the "nosy" list for the | |
| 662 item that are not already on the "recipients" list of the | |
| 663 message. Those users are then appended to the "recipients" | |
| 664 property on the message, so multiple copies of a message | |
| 665 are never sent to the same user. The journal recorded by | |
| 666 the hyperdatabase on the "recipients" property then provides | |
| 667 a log of when the message was sent to whom. | |
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668 |
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669 <p><hr> |
| 256 | 670 <h1><a name="custom">Customising Roundup</a></h1> |
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671 |
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672 Instances have the following structure: |
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673 <table> |
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674 <tr><td valign=top><strong>instance_config.py</strong></td> |
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675 <td>Holds the basic <a href="#config">instance configuration</a></td></tr> |
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676 <tr><td valign=top><strong>dbinit.py</strong></td> |
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677 <td>Holds the <a href="#custinst">instance schema</a></td></tr> |
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678 <tr><td valign=top><strong>interfaces.py</strong></td> |
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679 <td>Defines the <a href="#custweb">Web</a> and E-Mail interfaces for the instance</td></tr> |
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680 <tr><td valign=top><strong>select_db.py</strong></td> |
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681 <td>Selects the database back-end for the instance</td></tr> |
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682 <tr><td valign=top><strong>db/</strong></td> |
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683 <td>Holds the instance's database</td></tr> |
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684 <tr><td valign=top><strong>db/files/</strong></td> |
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685 <td>Holds the instance's upload files and messages</td></tr> |
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686 <tr><td valign=top><strong>detectors/</strong></td> |
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687 <td>Auditors and reactors for this instance</td></tr> |
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688 <tr><td valign=top><strong>html/</strong></td> |
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689 <td>Web interface <a href="#custweb">templates</a>, images and style sheets</td></tr> |
|
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690 </table> |
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691 |
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692 <h2><a name="config">Instance Configuration</a></h2> |
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693 The <tt>instance_config.py</tt> located in your instance home contains the |
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694 basic configuration for the web and e-mail components of roundup's |
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695 interfaces. This file is a Python module. The default |
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696 <tt>instance_config.py</tt> is given below - as you can see, the |
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697 MAIL_DOMAIN must be edited before any interaction with the instance is |
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698 attempted. |
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699 |
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700 <p> |
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701 <pre> |
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702 MAIL_DOMAIN=MAILHOST=HTTP_HOST=None |
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703 HTTP_PORT=0 |
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704 |
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705 # roundup home is this package's directory |
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706 INSTANCE_HOME=os.path.split(__file__)[0] |
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707 |
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708 # The SMTP mail host that roundup will use to send mail |
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709 if not MAILHOST: |
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710 MAILHOST = 'localhost' |
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711 |
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712 # The domain name used for email addresses. |
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713 if not MAIL_DOMAIN: |
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714 MAIL_DOMAIN = 'fill.me.in.' |
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715 |
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716 # the next two are only used for the standalone HTTP server. |
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717 if not HTTP_HOST: |
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718 HTTP_HOST = '' |
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719 if not HTTP_PORT: |
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720 HTTP_PORT = 9080 |
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721 |
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722 # This is the directory that the database is going to be stored in |
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723 DATABASE = os.path.join(INSTANCE_HOME, 'db') |
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724 |
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725 # This is the directory that the HTML templates reside in |
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726 TEMPLATES = os.path.join(INSTANCE_HOME, 'html') |
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727 |
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728 # The email address that mail to roundup should go to |
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729 ISSUE_TRACKER_EMAIL = 'issue_tracker@%s'%MAIL_DOMAIN |
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730 |
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731 # The web address that the instance is viewable at |
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732 ISSUE_TRACKER_WEB = 'http://some.useful.url/' |
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733 |
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734 # The email address that roundup will complain to if it runs into trouble |
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735 ADMIN_EMAIL = 'roundup-admin@%s'%MAIL_DOMAIN |
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736 |
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737 # Somewhere for roundup to log stuff internally sent to stdout or stderr |
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738 LOG = os.path.join(INSTANCE_HOME, 'roundup.log') |
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739 |
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740 # Where to place the web filtering HTML on the index page |
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741 FILTER_POSITION = 'bottom' # one of 'top', 'bottom', 'top and bottom' |
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742 |
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743 # Deny or allow anonymous access to the web interface |
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744 ANONYMOUS_ACCESS = 'deny' |
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745 |
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746 # Deny or allow anonymous users to register through the web interface |
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747 ANONYMOUS_REGISTER = 'deny' |
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748 |
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749 # Send nosy messages to the author of the message |
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750 MESSAGES_TO_AUTHOR = 'no' # either 'yes' or 'no' |
|
260
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751 </pre> |
|
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752 |
| 256 | 753 <h2><a name="custinst">Instance Schema</a></h2> |
|
542
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diff
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|
754 <b>Note:</b> if you modify the schema, you'll most likely need to |
|
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|
755 <a href="#schemarepurcussions"> |
|
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|
756 web interface to reflect your changes</a>. |
|
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|
757 <p> |
|
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758 An instance schema defines what data is stored in the instance's database. |
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759 The two schemas shipped with Roundup turn it into a typical software bug |
|
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760 tracker (the extended schema allowing for support issues as well as bugs). |
|
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761 Schemas are defined using Python code. The "classic" schema looks like |
|
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|
762 this: |
|
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763 <p> |
|
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764 <pre> |
|
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765 pri = Class(db, "priority", name=String(), order=String()) |
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766 pri.setkey("name") |
|
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767 pri.create(name="critical", order="1") |
|
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768 pri.create(name="urgent", order="2") |
|
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|
769 pri.create(name="bug", order="3") |
|
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|
770 pri.create(name="feature", order="4") |
|
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|
771 pri.create(name="wish", order="5") |
|
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|
772 |
|
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|
773 stat = Class(db, "status", name=String(), order=String()) |
|
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|
774 stat.setkey("name") |
|
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|
775 stat.create(name="unread", order="1") |
|
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|
776 stat.create(name="deferred", order="2") |
|
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|
777 stat.create(name="chatting", order="3") |
|
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|
778 stat.create(name="need-eg", order="4") |
|
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|
779 stat.create(name="in-progress", order="5") |
|
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|
780 stat.create(name="testing", order="6") |
|
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|
781 stat.create(name="done-cbb", order="7") |
|
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|
782 stat.create(name="resolved", order="8") |
|
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|
783 |
|
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|
784 keyword = Class(db, "keyword", name=String()) |
|
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|
785 keyword.setkey("name") |
|
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|
786 |
|
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|
787 user = Class(db, "user", username=String(), password=String(), |
|
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|
788 address=String(), realname=String(), phone=String(), organisation=String()) |
|
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|
789 user.setkey("username") |
|
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|
790 user.create(username="admin", password=adminpw, address=instance_config.ADMIN_EMAIL) |
|
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|
791 |
|
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|
792 msg = FileClass(db, "msg", author=Link("user"), recipients=Multilink("user"), |
|
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|
793 date=Date(), summary=String(), files=Multilink("file")) |
|
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|
794 |
|
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|
795 file = FileClass(db, "file", name=String(), type=String()) |
|
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|
796 |
|
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|
797 issue = IssueClass(db, "issue", assignedto=Link("user"), |
|
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|
798 topic=Multilink("keyword"), priority=Link("priority"), status=Link("status")) |
|
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|
799 issue.setkey('title') |
|
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|
800 </pre> |
|
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|
801 |
| 277 | 802 <h3>Classes and Properties - creating a new information store</h3> |
| 803 In the instance above, we've defined 7 <em>classes</em> of information: | |
|
255
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|
804 <dl> |
|
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|
805 <dt><strong>priority</strong> |
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|
806 <dd>Defines the possible levels of urgency for issues. |
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|
807 <dt><strong>status</strong> |
|
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808 <dd>Defines the possible states of processing the issue may be in. |
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809 <dt><strong>keyword</strong> |
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810 <dd>Initially empty, will hold keywords useful for searching issues. |
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811 <dt><strong>user</strong> |
|
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812 <dd>Initially holding the "admin" user, will eventually have an entry |
|
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|
813 for all users using roundup. |
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|
814 <dt><strong>msg</strong> |
|
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|
815 <dd>Initially empty, will all e-mail messages sent to or generated by roundup. |
|
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816 <dt><strong>file</strong> |
|
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817 <dd>Initially empty, will all files attached to issues. |
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818 <dt><strong>issue</strong> |
|
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|
819 <dd>Initially emtyp, this is where the issue information is stored. |
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820 </dl> |
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|
821 <p> |
| 277 | 822 We define the "priority" and "status" classes to allow two things: reduction |
| 823 in the amount of information stored on the issue and more powerful, accurate | |
|
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824 searching of issues by priority and status. By only requiring a link on |
|
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825 the issue (which is stored as a single number) we reduce the chance |
|
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826 that someone mis-types a priority or status - or simply makes a new one |
|
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|
827 up. |
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|
828 |
| 277 | 829 <h4>Class and Nodes</h4> |
| 830 A <em>Class</em> defines a particular class (or type) of data that will be | |
| 831 stored in the database. A class comprises one or more properties, which | |
| 832 given the information about the class nodes. | |
| 833 <p> | |
| 834 The actual data entered into the database, using <em>class</em>.create() | |
| 835 are called <em>nodes</em>. They have a special immutable property called | |
| 836 id. We sometimes refer to this as the <em>nodeid</em>. | |
|
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|
837 |
| 277 | 838 |
| 839 <h4>Properties</h4> | |
| 840 A Class is comprised of one or more <em>properties</em> of the following types: | |
|
271
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|
841 |
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|
842 <ul> |
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843 <li><em>String</em> properties are for storing arbitrary-length |
|
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844 strings. |
|
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|
845 |
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|
846 <li><em>Password</em> properties are for storing encoded arbitrary-length |
|
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|
847 strings. The default encoding is defined on the roundup.password.Password |
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848 class. |
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|
849 |
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|
850 <li><em>Date</em> properties store date-and-time stamps. |
|
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851 Their values are Timestamp objects. |
|
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852 |
|
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853 <li>A <em>Link</em> property refers to a single other node |
|
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|
854 selected from a specified class. The class is part of the property; |
|
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|
855 the value is an integer, the id of the chosen node. |
|
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|
856 |
|
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|
857 <li>A <em>Multilink</em> property refers to possibly many nodes |
|
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|
858 in a specified class. The value is a list of integers. |
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|
859 </ul> |
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|
860 |
| 277 | 861 <h4>FileClass</h4> |
|
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862 FileClasses save their "content" attribute off in a separate file from the |
|
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863 rest of the database. This reduces the number of large entries in the |
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864 database, which generally makes databases more efficient, and also allows |
|
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865 us to use command-line tools to operate on the files. They are stored in |
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|
866 the files sub-directory of the db directory in your instance. |
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|
867 |
| 277 | 868 <h4>IssueClass</h4> |
|
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|
869 IssueClasses automatically include the "messages", "files", "nosy", and |
|
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870 "superseder" properties. |
|
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871 <p> |
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872 The messages and files properties list the links to the messages and files |
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873 related to the issue. The nosy property is a list of links to users who |
|
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874 wish to be informed of changes to the issue - they get "CC'ed" e-mails when |
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875 messages are sent to or generated by the issue. The nosy reactor (in the |
|
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876 detectors directory) handles this action. The superceder link indicates an |
|
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|
877 issue which has superceded this one. |
|
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|
878 <p> |
|
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|
879 They also have the dynamically generated |
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880 "creation", "activity" and "creator" properties. |
|
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881 <p> |
| 277 | 882 The value of the "creation" property is the date when a node was created, |
|
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883 and the value of the "activity" property is the date when any property on |
| 277 | 884 the node was last edited (equivalently, these are the dates on the first |
| 885 and last records in the node's journal). The "creator" property holds a | |
|
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886 link to the user that created the issue. |
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887 |
|
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888 <h4>setkey(property)</h4> |
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889 Select a String property of the class to be the key property. The key |
| 277 | 890 property muse be unique, and allows references to the nodes in the class by |
|
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891 the content of the key property. That is, we can refer to users by their |
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892 username, e.g. let's say that there's an issue in roundup, issue 23. There's |
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893 also a user, richard who happens to be user 2. To assign an issue to him, |
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894 we could do either of: |
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895 <p> |
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896 <blockquote><tt>roundup-admin set issue assignedto=2</tt></blockquote> |
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897 <p> |
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898 or |
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899 <p> |
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900 <blockquote><tt>roundup-admin set issue |
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901 assignedto=richard</tt></blockquote> |
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902 <p> |
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903 Note, the same thing can be done in the web and e-mail interfaces. |
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904 |
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905 <h4>create(information)</h4> |
| 277 | 906 Create a node in the database. This is generally used to create nodes in |
|
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907 the "definitional" classes like "priority" and "status". |
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908 |
| 277 | 909 |
| 256 | 910 <h2><a name="custweb">Web Interface</a></h2> |
| 911 | |
| 912 The web interface works behind the cgi-bin/roundup.cgi or roundup-server | |
| 913 scripts. In both cases, the scripts determine which instance is being | |
| 914 accessed (the first part of the URL path inside the scope of the CGI | |
| 915 handler) and pass control on to the instance interfaces.Client class which | |
| 916 handles the rest of the access through its main() method. This means that | |
| 917 you can do pretty much anything you want as a web interface to your | |
| 918 instance. | |
| 919 <p> | |
| 920 Most customisation of the web view can be done by modifying the templates | |
| 921 in the instance html directory. These are divided into index, item and | |
| 922 newitem views. The newitem view is optional - the item view will be used if | |
| 923 the newitem view doesn't exist. | |
| 924 | |
|
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925 <h3><a name="schemarepurcussions">Repurcussions of changing the instance schema</a></h3> |
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926 |
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927 If you choose to <a href="custinst">change the instance schema</a> you will need to |
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928 ensure the web interface knows about it: |
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929 <ol> |
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930 <li>Index, item and filter pages for the relevant classes may need to have properties |
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931 added or removed, |
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932 <li>The default page header relies on the existence of, and some values of the |
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933 priority, status, assignedto and activity classes. If you change any of these (specifically |
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934 if you remove any of the classes or their default values) you will need to implement your |
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935 own pagehead() method in your instance's interfaces.py module. |
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936 </ol> |
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937 |
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938 |
| 257 | 939 <h3>Displaying Properties</h3> |
| 256 | 940 |
| 941 <p> | |
| 257 | 942 Properties appear in the user interface in three contexts: |
| 256 | 943 in indices, in editors, and as filters. For each type of |
| 944 property, there are several display possibilities. For example, | |
| 945 in an index view, a string property may just be printed as | |
| 946 a plain string, but in an editor view, that property should | |
| 947 be displayed in an editable field. | |
| 948 | |
| 257 | 949 <p> |
| 950 The display of a property is handled by functions in | |
| 951 the htmltemplate module. | |
| 256 | 952 |
| 257 | 953 <p> |
| 954 Displayer functions are triggered by <tt><display></tt> | |
| 256 | 955 tags in templates. The <tt>call</tt> attribute of the tag |
| 956 provides a Python expression for calling the displayer | |
| 957 function. The three standard arguments are inserted in | |
| 958 front of the arguments given. For example, the occurrence of | |
| 959 | |
| 960 <blockquote><pre><small | |
| 257 | 961 > <display call="plain('status')"> |
| 256 | 962 </small></pre></blockquote> |
| 963 | |
| 257 | 964 in a template triggers a call the "plain" function. The displayer |
| 256 | 965 functions can accept extra arguments to further specify |
| 966 details about the widgets that should be generated. By defining new | |
| 967 displayer functions, the user interface can be highly customized. | |
| 968 | |
| 257 | 969 <p> |
| 970 <table border=1 cellspacing=0> | |
| 971 <tr><th colspan=2>The displayer functions are</th></tr> | |
| 256 | 972 |
| 257 | 973 <tr><td valign="top"><strong>plain</strong></td> |
| 974 <td>Display a String property directly. | |
| 975 <p> | |
| 976 Display a Date property in a specified time zone with an option | |
| 977 to omit the time from the date stamp. | |
| 978 <p> | |
| 979 For a Link or Multilink | |
| 256 | 980 property, display the key strings of the linked nodes (or the |
| 257 | 981 ids if the linked class has no key property). |
| 982 <p> | |
| 983 <em>Options:</em><br> | |
| 984 escape (boolean) - HTML-escape the resulting text. | |
| 985 </td></tr> | |
| 986 | |
| 987 <tr><td valign="top"><strong>field</strong></td> | |
| 988 <td>Display a property like the | |
| 989 <strong>plain</strong> displayer above, but in a form field | |
| 990 to be edited. Strings, Dates and Intervals use TEXT fields, Links use | |
| 991 SELECT fields and Multilinks use SELECT MULTIPLE fields. | |
| 992 <p> | |
| 993 <em>Options:</em><br> | |
| 994 size (number) - width of TEXT fields.<br> | |
| 995 height (number) - number of nows in SELECT MULTIPLE tags.<br> | |
| 277 | 996 showid (boolean) - true includes the id of linked nodes in the SELECT |
| 257 | 997 MULTIPLE fields. |
| 998 </td></tr> | |
| 256 | 999 |
| 257 | 1000 <tr><td valign="top"><strong>menu</strong></td> |
| 1001 <td>For a Links and Multilinks, display the same field as would be | |
| 1002 generated using <strong>field</strong>. | |
| 1003 </td></tr> | |
| 256 | 1004 |
| 257 | 1005 <tr><td valign="top"><strong>link</strong></td> |
| 1006 <td>For a Link or Multilink property, display the names of the linked | |
|
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1007 nodes, hyperlinked to the item views on those nodes. |
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1008 <p> |
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1009 For other properties, link to this node with the property as the text. |
| 257 | 1010 <p> |
| 1011 <em>Options:</em><br> | |
|
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1012 property (property name) - the property to use in the second case. |
| 257 | 1013 </td></tr> |
| 1014 | |
| 1015 <tr><td valign="top"><strong>count</strong></td> | |
| 1016 <td>For a Multilink property, display | |
| 1017 a count of the number of links in the list. | |
| 1018 <p> | |
| 1019 <em>Arguments:</em><br> | |
| 1020 property (property name) - the property to use. | |
| 256 | 1021 |
| 257 | 1022 </td></tr> |
| 256 | 1023 |
| 257 | 1024 <tr><td valign="top"><strong>reldate</strong></td> |
| 1025 <td>Display a Date property in terms | |
| 256 | 1026 of an interval relative to the current date (e.g. "+ 3w", "- 2d"). |
| 257 | 1027 <p> |
| 1028 <em>Arguments:</em><br> | |
| 1029 property (property name) - the property to use. | |
| 1030 <p> | |
| 1031 <em>Options:</em><br> | |
| 1032 pretty (boolean) - display the relative date in an English form. | |
| 1033 </td></tr> | |
| 256 | 1034 |
| 257 | 1035 <tr><td valign="top"><strong>download</strong></td> |
|
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1036 <td>For a Link or Multilink property, display the names of the linked |
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1037 nodes, hyperlinked to the item views on those nodes. |
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1038 <p> |
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1039 For other properties, link to this node with the property as the text. |
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1040 <p> |
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1041 In all cases, append the name (key property) of the item to the path so it |
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1042 is the name of the file being downloaded. |
| 257 | 1043 <p> |
| 1044 <em>Arguments:</em><br> | |
| 1045 property (property name) - the property to use. | |
| 1046 </td></tr> | |
| 1047 | |
| 1048 <tr><td valign="top"><strong>checklist</strong></td> | |
| 1049 <td>For a Link or Multilink property, | |
| 1050 display checkboxes for the available choices to permit filtering. | |
| 1051 <p> | |
| 1052 <em>Arguments:</em><br> | |
| 1053 property (property name) - the property to use. | |
| 1054 </td></tr> | |
| 256 | 1055 |
| 257 | 1056 <tr><td valign="top"><strong>note</strong></td> |
| 1057 <td>Display the special notes field, which is a text area for entering a | |
| 1058 note to go along with a change. | |
| 1059 </td></tr> | |
| 256 | 1060 |
| 257 | 1061 <tr><td valign="top"><strong>list</strong></td> |
| 277 | 1062 <td>List the nodes specified by property using the standard index for |
| 257 | 1063 the class. |
| 1064 <p> | |
| 1065 <em>Arguments:</em><br> | |
| 1066 property (property name) - the property to use. | |
| 1067 </td></tr> | |
| 1068 | |
| 1069 <tr><td valign="top"><strong>history</strong></td> | |
| 1070 <td>List the history of the item. | |
| 1071 </td></tr> | |
| 1072 | |
| 1073 <tr><td valign="top"><strong>submit</strong></td> | |
| 1074 <td>Add a submit button for the item. | |
| 1075 </td></tr> | |
| 1076 | |
| 1077 </table> | |
| 1078 | |
| 1079 <h3>Index Views</h3> | |
| 256 | 1080 |
| 1081 <p>An index view contains two sections: a filter section | |
| 1082 and an index section. | |
| 1083 The filter section provides some widgets for selecting | |
| 1084 which items appear in the index. The index section is | |
| 1085 a table of items. | |
| 1086 | |
| 257 | 1087 <h4>Index View Specifiers</h4> |
| 256 | 1088 |
| 257 | 1089 <p>An index view specifier (URL fragment) looks like this (whitespace |
| 256 | 1090 has been added for clarity): |
| 1091 | |
| 1092 <blockquote><pre><small | |
| 1093 >/issue?status=unread,in-progress,resolved& | |
| 1094 topic=security,ui& | |
| 1095 :group=+priority& | |
| 1096 :sort=-activity& | |
| 1097 :filters=status,topic& | |
| 1098 :columns=title,status,fixer | |
| 1099 </small></pre></blockquote> | |
| 1100 | |
| 1101 <p>The index view is determined by two parts of the | |
| 1102 specifier: the layout part and the filter part. | |
| 1103 The layout part consists of the query parameters that | |
| 1104 begin with colons, and it determines the way that the | |
| 1105 properties of selected nodes are displayed. | |
| 1106 The filter part consists of all the other query parameters, | |
| 1107 and it determines the criteria by which nodes | |
| 1108 are selected for display. | |
| 1109 | |
| 1110 <p>The filter part is interactively manipulated with | |
| 1111 the form widgets displayed in the filter section. The | |
| 1112 layout part is interactively manipulated by clicking | |
| 1113 on the column headings in the table. | |
| 1114 | |
| 1115 <p>The filter part selects the <em>union</em> of the | |
| 1116 sets of items with values matching any specified Link | |
| 1117 properties and the <em>intersection</em> of the sets | |
| 1118 of items with values matching any specified Multilink | |
| 1119 properties. | |
| 1120 | |
| 1121 <p>The example specifies an index of "issue" nodes. | |
| 1122 Only items with a "status" of <em>either</em> | |
| 1123 "unread" or "in-progres" or "resolved" are displayed, | |
| 1124 and only items with "topic" values including <em>both</em> | |
| 1125 "security" <em>and</em> "ui" are displayed. The items | |
| 1126 are grouped by priority, arranged in ascending order; | |
| 1127 and within groups, sorted by activity, arranged in | |
| 1128 descending order. The filter section shows filters | |
| 1129 for the "status" and "topic" properties, and the | |
| 1130 table includes columns for the "title", "status", and | |
| 1131 "fixer" properties. | |
| 1132 | |
| 1133 <p>Associated with each item class is a default | |
| 1134 layout specifier. The layout specifier in the above | |
| 1135 example is the default layout to be provided with | |
| 1136 the default bug-tracker schema described above in | |
| 1137 section 4.4. | |
| 1138 | |
| 257 | 1139 <h4>Filter Section</h4> |
| 256 | 1140 |
| 1141 <p>The template for a filter section provides the | |
| 1142 filtering widgets at the top of the index view. | |
| 1143 Fragments enclosed in <tt><property></tt>...<tt></property></tt> | |
| 1144 tags are included or omitted depending on whether the | |
| 1145 view specifier requests a filter for a particular property. | |
| 1146 | |
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1147 <p>A property must appear in the filter template for it to be available |
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1148 as a filter. |
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1149 |
| 256 | 1150 <p>Here's a simple example of a filter template. |
| 1151 | |
| 540 | 1152 <blockquote><pre><small><property name=status> |
| 256 | 1153 <display call="checklist('status')"> |
| 1154 </property> | |
| 1155 <br> | |
| 1156 <property name=priority> | |
| 1157 <display call="checklist('priority')"> | |
| 1158 </property> | |
| 1159 <br> | |
| 1160 <property name=fixer> | |
| 1161 <display call="menu('fixer')"> | |
| 1162 </property></small></pre></blockquote> | |
| 1163 | |
| 257 | 1164 <p> |
| 1165 The standard index generation code appends a section to the index pages | |
| 1166 which allows selection of the filters - from those which are defined in the | |
| 1167 filter template. | |
| 1168 | |
| 1169 <h4>Index Section</h4> | |
| 256 | 1170 |
| 1171 <p>The template for an index section describes one row of | |
| 1172 the index table. | |
| 1173 Fragments enclosed in <tt><property></tt>...<tt></property></tt> | |
| 1174 tags are included or omitted depending on whether the | |
| 1175 view specifier requests a column for a particular property. | |
| 1176 The table cells should contain <tt><display></tt> tags | |
| 1177 to display the values of the item's properties. | |
| 1178 | |
| 1179 <p>Here's a simple example of an index template. | |
| 1180 | |
| 540 | 1181 <blockquote><pre><small><tr> |
| 256 | 1182 <property name=title> |
| 1183 <td><display call="plain('title', max=50)"></td> | |
| 1184 </property> | |
| 1185 <property name=status> | |
| 1186 <td><display call="plain('status')"></td> | |
| 1187 </property> | |
| 1188 <property name=fixer> | |
| 1189 <td><display call="plain('fixer')"></td> | |
| 1190 </property> | |
| 1191 </tr></small></pre></blockquote> | |
| 1192 | |
| 257 | 1193 <h4>Sorting</h4> |
| 256 | 1194 |
| 1195 <p>String and Date values are sorted in the natural way. | |
| 1196 Link properties are sorted according to the value of the | |
| 1197 "order" property on the linked nodes if it is present; or | |
| 1198 otherwise on the key string of the linked nodes; or | |
| 1199 finally on the node ids. Multilink properties are | |
| 1200 sorted according to how many links are present. | |
| 1201 | |
| 257 | 1202 <h3>Item Views</h3> |
| 256 | 1203 |
| 1204 <p>An item view contains an editor section and a spool section. | |
| 1205 At the top of an item view, links to superseding and superseded | |
| 1206 items are always displayed. | |
| 1207 | |
| 1208 | |
| 1209 | |
| 257 | 1210 <h4>Editor Section</h4> |
| 256 | 1211 |
| 1212 <p>The editor section is generated from a template | |
| 1213 containing <tt><display></tt> tags to insert | |
| 1214 the appropriate widgets for editing properties. | |
| 1215 | |
| 1216 <p>Here's an example of a basic editor template. | |
| 1217 | |
| 540 | 1218 <blockquote><pre><small><table> |
| 256 | 1219 <tr> |
| 1220 <td colspan=2> | |
| 1221 <display call="field('title', size=60)"> | |
| 1222 </td> | |
| 1223 </tr> | |
| 1224 <tr> | |
| 1225 <td> | |
| 1226 <display call="field('fixer', size=30)"> | |
| 1227 </td> | |
| 1228 <td> | |
| 1229 <display call="menu('status')> | |
| 1230 </td> | |
| 1231 </tr> | |
| 1232 <tr> | |
| 1233 <td> | |
| 1234 <display call="field('nosy', size=30)"> | |
| 1235 </td> | |
| 1236 <td> | |
| 1237 <display call="menu('priority')> | |
| 1238 </td> | |
| 1239 </tr> | |
| 1240 <tr> | |
| 1241 <td colspan=2> | |
| 1242 <display call="note()"> | |
| 1243 </td> | |
| 1244 </tr> | |
| 1245 </table> | |
| 1246 </small></pre></blockquote> | |
| 1247 | |
| 1248 <p>As shown in the example, the editor template can also | |
| 1249 request the display of a "note" field, which is a | |
| 1250 text area for entering a note to go along with a change. | |
| 1251 | |
| 1252 <p>When a change is submitted, the system automatically | |
| 1253 generates a message describing the changed properties. | |
| 1254 | |
| 1255 <p>If a note is given in the "note" field, the note is | |
| 1256 appended to the description. The message is then added | |
| 1257 to the item's message spool (thus triggering the standard | |
| 1258 detector to react by sending out this message to the nosy list). | |
| 1259 | |
| 257 | 1260 <p> |
| 1261 The message also displays all of the property values on the | |
| 1262 item and indicates which ones have changed. | |
| 1263 An example of such a message might be this: | |
| 1264 | |
| 1265 <blockquote><pre> | |
| 1266 Polly's taken a turn for the worse - this is now really important! | |
| 1267 ----- | |
| 1268 title: Polly Parrot is dead | |
| 1269 priority: critical | |
| 1270 status: unread -> in-progress | |
| 1271 fixer: terry | |
| 1272 keywords: parrot,plumage,perch,nailed,dead | |
| 1273 </pre></blockquote> | |
| 1274 | |
| 1275 <h4>Spool Section</h4> | |
| 256 | 1276 |
| 1277 <p>The spool section lists messages in the item's "messages" | |
| 1278 property. The index of messages displays the "date", "author", | |
| 1279 and "summary" properties on the message nodes, and selecting a | |
| 1280 message takes you to its content. | |
|
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1281 |
| 257 | 1282 <p>The <property> tag used in the index may also be used here - |
| 1283 it checks to see if the nominated Multilink property has any entries. | |
| 1284 This can be used to eliminate sections of the spool section if the | |
| 1285 property has no entries. | |
| 1286 | |
| 1287 <blockquote><pre> | |
| 1288 <property name="files"> | |
| 1289 <tr class="strong-header"> | |
| 1290 <td><b>Files</b></td> | |
| 1291 </tr> | |
| 1292 | |
| 1293 <tr> | |
| 1294 <td><display call="list('files')"></td> | |
| 1295 </tr> | |
| 1296 </property> | |
| 1297 </pre></blockquote> | |
| 1298 | |
|
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1299 <p><hr> |
| 256 | 1300 <h1><a name="ack">Acknowledgements</a></h1> |
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1301 |
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1302 Go Ping, you rock! Also, go Bizar Software for letting me implement this |
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1303 system on their time. |
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1304 |
| 254 | 1305 <p> </p> |
| 1306 <hr> | |
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1307 $Id: index.html,v 1.27 2002-01-23 05:10:27 richard Exp $ |
| 254 | 1308 <p> </p> |
| 1309 | |
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1310 </body></html> |
