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Documentation cleanup, added info for potential (and current) developers
author Richard Jones <richard@users.sourceforge.net>
date Wed, 10 Apr 2002 23:55:36 +0000
parents 5b23ff865f3a
children b38f4f95bffd
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1 Customising Roundup
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2 ===================
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3
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4 :Version: $Revision: 1.4 $
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5
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6 .. contents::
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7
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8
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9 Instances have the following structure:
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10
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11 +-------------------+--------------------------------------------------------+
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12 |instance_config.py |Holds the basic instance_configuration |
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13 +-------------------+--------------------------------------------------------+
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14 |dbinit.py |Holds the instance_schema |
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15 +-------------------+--------------------------------------------------------+
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16 |interfaces.py |Defines the Web and E-Mail interfaces for the instance |
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17 +-------------------+--------------------------------------------------------+
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18 |select_db.py |Selects the database back-end for the instance |
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19 +-------------------+--------------------------------------------------------+
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20 |db/ |Holds the instance's database |
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21 +-------------------+--------------------------------------------------------+
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22 |db/files/ |Holds the instance's upload files and messages |
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23 +-------------------+--------------------------------------------------------+
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24 |detectors/ |Auditors and reactors for this instance |
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25 +-------------------+--------------------------------------------------------+
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26 |html/ |Web interface templates, images and style sheets |
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27 +-------------------+--------------------------------------------------------+
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28
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29 Instance Configuration
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30 ----------------------
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31
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32 The instance_config.py located in your instance home contains the basic
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33 configuration for the web and e-mail components of roundup's interfaces. This
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34 file is a Python module. The default instance_config.py is given below - as you
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35 can see, the MAIL_DOMAIN must be edited before any interaction with the
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36 instance is attempted.::
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37
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38 MAIL_DOMAIN=MAILHOST=HTTP_HOST=None
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39 HTTP_PORT=0
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40
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41 # roundup home is this package's directory
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42 INSTANCE_HOME=os.path.split(__file__)[0]
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43
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44 # The SMTP mail host that roundup will use to send mail
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45 if not MAILHOST:
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46 MAILHOST = 'localhost'
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47
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48 # The domain name used for email addresses.
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49 if not MAIL_DOMAIN:
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50 MAIL_DOMAIN = 'fill.me.in.'
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51
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52 # the next two are only used for the standalone HTTP server.
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53 if not HTTP_HOST:
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54 HTTP_HOST = ''
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55 if not HTTP_PORT:
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56 HTTP_PORT = 9080
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57
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58 # This is the directory that the database is going to be stored in
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59 DATABASE = os.path.join(INSTANCE_HOME, 'db')
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60
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61 # This is the directory that the HTML templates reside in
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62 TEMPLATES = os.path.join(INSTANCE_HOME, 'html')
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63
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64 # The email address that mail to roundup should go to
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65 ISSUE_TRACKER_EMAIL = 'issue_tracker@%s'%MAIL_DOMAIN
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66
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67 # The web address that the instance is viewable at
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68 ISSUE_TRACKER_WEB = 'http://some.useful.url/'
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69
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70 # The email address that roundup will complain to if it runs into trouble
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71 ADMIN_EMAIL = 'roundup-admin@%s'%MAIL_DOMAIN
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72
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73 # Somewhere for roundup to log stuff internally sent to stdout or stderr
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74 LOG = os.path.join(INSTANCE_HOME, 'roundup.log')
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75
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76 # Where to place the web filtering HTML on the index page
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77 FILTER_POSITION = 'bottom' # one of 'top', 'bottom', 'top and bottom'
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78
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79 # Deny or allow anonymous access to the web interface
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80 ANONYMOUS_ACCESS = 'deny'
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81
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82 # Deny or allow anonymous users to register through the web interface
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83 ANONYMOUS_REGISTER = 'deny'
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84
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85 # Send nosy messages to the author of the message
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86 MESSAGES_TO_AUTHOR = 'no' # either 'yes' or 'no'
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87
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88
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89 Instance Schema
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90 ---------------
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91
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92 Note: if you modify the schema, you'll most likely need to edit the
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93 `web interface`_ HTML template files to reflect your changes.
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94
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95 An instance schema defines what data is stored in the instance's database. The
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96 two schemas shipped with Roundup turn it into a typical software bug tracker
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97 (the extended schema allowing for support issues as well as bugs). Schemas are
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98 defined using Python code. The "classic" schema looks like this::
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99
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100 pri = Class(db, "priority", name=String(), order=String())
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101 pri.setkey("name")
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102 pri.create(name="critical", order="1")
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103 pri.create(name="urgent", order="2")
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104 pri.create(name="bug", order="3")
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105 pri.create(name="feature", order="4")
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106 pri.create(name="wish", order="5")
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107
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108 stat = Class(db, "status", name=String(), order=String())
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109 stat.setkey("name")
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110 stat.create(name="unread", order="1")
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111 stat.create(name="deferred", order="2")
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112 stat.create(name="chatting", order="3")
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113 stat.create(name="need-eg", order="4")
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114 stat.create(name="in-progress", order="5")
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115 stat.create(name="testing", order="6")
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116 stat.create(name="done-cbb", order="7")
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117 stat.create(name="resolved", order="8")
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118
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119 keyword = Class(db, "keyword", name=String())
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120 keyword.setkey("name")
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121
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122 user = Class(db, "user", username=String(), password=String(),
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123 address=String(), realname=String(), phone=String(),
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124 organisation=String())
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125 user.setkey("username")
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126 user.create(username="admin", password=adminpw,
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127 address=instance_config.ADMIN_EMAIL)
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128
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129 msg = FileClass(db, "msg", author=Link("user"), recipients=Multilink
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130 ("user"), date=Date(), summary=String(), files=Multilink("file"))
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131
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132 file = FileClass(db, "file", name=String(), type=String())
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133
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134 issue = IssueClass(db, "issue", assignedto=Link("user"),
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135 topic=Multilink("keyword"), priority=Link("priority"), status=Link
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136 ("status"))
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137 issue.setkey('title')
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138
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139 Classes and Properties - creating a new information store
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140 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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141
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142 In the instance above, we've defined 7 classes of information:
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143
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144 priority
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145 Defines the possible levels of urgency for issues.
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146
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147 status
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148 Defines the possible states of processing the issue may be in.
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149
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150 keyword
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151 Initially empty, will hold keywords useful for searching issues.
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152
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153 user
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154 Initially holding the "admin" user, will eventually have an entry for all
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155 users using roundup.
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156
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157 msg
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158 Initially empty, will all e-mail messages sent to or generated by
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159 roundup.
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160
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161 file
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162 Initially empty, will all files attached to issues.
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163
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164 issue
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165 Initially emtyp, this is where the issue information is stored.
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166
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167 We define the "priority" and "status" classes to allow two things: reduction in
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168 the amount of information stored on the issue and more powerful, accurate
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169 searching of issues by priority and status. By only requiring a link on the
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170 issue (which is stored as a single number) we reduce the chance that someone
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171 mis-types a priority or status - or simply makes a new one up.
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172
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173 Class and Nodes
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174 :::::::::::::::
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175
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176 A Class defines a particular class (or type) of data that will be stored in the
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177 database. A class comprises one or more properties, which given the information
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178 about the class nodes.
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179 The actual data entered into the database, using class.create() are called
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180 nodes. They have a special immutable property called id. We sometimes refer to
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181 this as the nodeid.
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182
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183 Properties
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184 ::::::::::
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185
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186 A Class is comprised of one or more properties of the following types:
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187 * String properties are for storing arbitrary-length strings.
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188 * Password properties are for storing encoded arbitrary-length strings. The
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189 default encoding is defined on the roundup.password.Password class.
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190 * Date properties store date-and-time stamps. Their values are Timestamp
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191 objects.
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192 * A Link property refers to a single other node selected from a specified
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193 class. The class is part of the property; the value is an integer, the id
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194 of the chosen node.
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195 * A Multilink property refers to possibly many nodes in a specified class.
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196 The value is a list of integers.
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197
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198 FileClass
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199 :::::::::
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200
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201 FileClasses save their "content" attribute off in a separate file from the rest
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202 of the database. This reduces the number of large entries in the database,
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203 which generally makes databases more efficient, and also allows us to use
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204 command-line tools to operate on the files. They are stored in the files sub-
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205 directory of the db directory in your instance.
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206
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207 IssueClass
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208 ::::::::::
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209
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210 IssueClasses automatically include the "messages", "files", "nosy", and
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211 "superseder" properties.
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212 The messages and files properties list the links to the messages and files
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213 related to the issue. The nosy property is a list of links to users who wish to
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214 be informed of changes to the issue - they get "CC'ed" e-mails when messages
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215 are sent to or generated by the issue. The nosy reactor (in the detectors
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216 directory) handles this action. The superceder link indicates an issue which
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217 has superceded this one.
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218 They also have the dynamically generated "creation", "activity" and "creator"
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219 properties.
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220 The value of the "creation" property is the date when a node was created, and
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221 the value of the "activity" property is the date when any property on the node
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222 was last edited (equivalently, these are the dates on the first and last
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223 records in the node's journal). The "creator" property holds a link to the user
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224 that created the issue.
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225
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226 setkey(property)
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227 ::::::::::::::::
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228
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229 Select a String property of the class to be the key property. The key property
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230 muse be unique, and allows references to the nodes in the class by the content
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231 of the key property. That is, we can refer to users by their username, e.g.
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232 let's say that there's an issue in roundup, issue 23. There's also a user,
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233 richard who happens to be user 2. To assign an issue to him, we could do either
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234 of::
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235
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236 roundup-admin set issue assignedto=2
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237
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238 or::
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239
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240 roundup-admin set issue assignedto=richard
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241
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242 Note, the same thing can be done in the web and e-mail interfaces.
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243
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244 create(information)
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245 :::::::::::::::::::
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246
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247 Create a node in the database. This is generally used to create nodes in the
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248 "definitional" classes like "priority" and "status".
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249
684
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250
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251 Detectors - adding behaviour to your tracker
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252 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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253
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254 Sample additional detectors that have been found useful will appear in the
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255 ``detectors`` directory of the Roundup distribution:
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256
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257 newissuecopy.py
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258 This detector sends an email to a team address whenever a new issue is
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259 created. The address is hard-coded into the detector, so edit it before you
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260 use it (look for the text 'team@team.host') or you'll get email errors!
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261
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262
659
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263 Web Interface
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264 -------------
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265
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266 The web interface works behind the cgi-bin/roundup.cgi or roundup-server
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267 scripts. In both cases, the scripts determine which instance is being accessed
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268 (the first part of the URL path inside the scope of the CGI handler) and pass
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269 control on to the instance interfaces.Client class which handles the rest of
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270 the access through its main() method. This means that you can do pretty much
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271 anything you want as a web interface to your instance.
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272 Most customisation of the web view can be done by modifying the templates in
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273 the instance html directory. These are divided into index, item and newitem
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274 views. The newitem view is optional - the item view will be used if the newitem
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275 view doesn't exist.
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276
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277 Repurcussions of changing the instance schema
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278 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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279
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280 If you choose to change_the_instance_schema you will need to ensure the web
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281 interface knows about it:
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282
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283 1. Index, item and filter pages for the relevant classes may need to have
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284 properties added or removed,
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285 2. The default page header relies on the existence of, and some values of
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286 the priority, status, assignedto and activity classes. If you change any
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287 of these (specifically if you remove any of the classes or their default
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288 values) you will need to implement your own pagehead() method in your
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289 instance's interfaces.py module.
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290
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291 Displaying Properties
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292 ~~~~~~~~~~~~~~~~~~~~~
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293
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294 Properties appear in the user interface in three contexts: in indices, in
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295 editors, and as filters. For each type of property, there are several display
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296 possibilities. For example, in an index view, a string property may just be
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297 printed as a plain string, but in an editor view, that property should be
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298 displayed in an editable field.
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299
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300 The display of a property is handled by functions in the htmltemplate module.
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301 Displayer functions are triggered by <display> tags in templates. The call
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302 attribute of the tag provides a Python expression for calling the displayer
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303 function. The three standard arguments are inserted in front of the arguments
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304 given. For example, the occurrence of::
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305
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306 <display call="plain('status')">
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307
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308 in a template triggers a call the "plain" function. The displayer functions can
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309 accept extra arguments to further specify details about the widgets that should
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310 be generated. By defining new displayer functions, the user interface can be
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311 highly customized.
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312
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313 +-----------------------------------------------------------------------------+
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314 |The displayer functions are |
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315 +---------+-------------------------------------------------------------------+
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316 |plain |Display a String property directly. |
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317 | |Display a Date property in a specified time zone with an option to |
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318 | |omit the time from the date stamp. |
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319 | |For a Link or Multilink property, display the key strings of the |
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320 | |linked nodes (or the ids if the linked class has no key property). |
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321 | |Options: |
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322 | |escape (boolean) - HTML-escape the resulting text. |
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323 +---------+-------------------------------------------------------------------+
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324 |field |Display a property like the plain displayer above, but in a form |
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325 | |field to be edited. Strings, Dates and Intervals use TEXT fields, |
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326 | |Links use SELECT fields and Multilinks use SELECT MULTIPLE fields. |
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327 | |Options: |
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328 | |size (number) - width of TEXT fields. |
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329 | |height (number) - number of nows in SELECT MULTIPLE tags. |
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330 | |showid (boolean) - true includes the id of linked nodes in the |
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331 | |SELECT MULTIPLE fields. |
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332 +---------+-------------------------------------------------------------------+
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333 |menu |For a Links and Multilinks, display the same field as would be |
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334 | |generated using field. |
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335 +---------+-------------------------------------------------------------------+
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Richard Jones <richard@users.sourceforge.net>
parents:
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336 |link |For a Link or Multilink property, display the names of the linked |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
337 | |nodes, hyperlinked to the item views on those nodes. |
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Richard Jones <richard@users.sourceforge.net>
parents:
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338 | |For other properties, link to this node with the property as the |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
339 | |text. |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
340 | |Options: |
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Richard Jones <richard@users.sourceforge.net>
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diff changeset
341 | |property (property name) - the property to use in the second case. |
673
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
342 | |showid - use the linked node id as the link text (linked node |
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
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parents: 659
diff changeset
343 | | "value" will be set as a tooltip) |
659
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344 +---------+-------------------------------------------------------------------+
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Richard Jones <richard@users.sourceforge.net>
parents:
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345 |count |For a Multilink property, display a count of the number of links in|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
346 | |the list. |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
347 | |Arguments: |
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Richard Jones <richard@users.sourceforge.net>
parents:
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348 | |property (property name) - the property to use. |
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Richard Jones <richard@users.sourceforge.net>
parents:
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349 +---------+-------------------------------------------------------------------+
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Richard Jones <richard@users.sourceforge.net>
parents:
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350 |reldate |Display a Date property in terms of an interval relative to the |
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Richard Jones <richard@users.sourceforge.net>
parents:
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351 | |current date (e.g. "+ 3w", "- 2d"). |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
352 | |Arguments: |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
353 | |property (property name) - the property to use. |
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Richard Jones <richard@users.sourceforge.net>
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354 | |Options: |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
355 | |pretty (boolean) - display the relative date in an English form. |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
356 +---------+-------------------------------------------------------------------+
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Richard Jones <richard@users.sourceforge.net>
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357 |download |For a Link or Multilink property, display the names of the linked |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
358 | |nodes, hyperlinked to the item views on those nodes. |
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Richard Jones <richard@users.sourceforge.net>
parents:
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359 | |For other properties, link to this node with the property as the |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
360 | |text. |
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Richard Jones <richard@users.sourceforge.net>
parents:
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361 | |In all cases, append the name (key property) of the item to the |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
362 | |path so it is the name of the file being downloaded. |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
363 | |Arguments: |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
364 | |property (property name) - the property to use. |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
365 +---------+-------------------------------------------------------------------+
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Richard Jones <richard@users.sourceforge.net>
parents:
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366 |checklist|For a Link or Multilink property, display checkboxes for the |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
367 | |available choices to permit filtering. |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
368 | |Arguments: |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
369 | |property (property name) - the property to use. |
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Richard Jones <richard@users.sourceforge.net>
parents:
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370 +---------+-------------------------------------------------------------------+
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Richard Jones <richard@users.sourceforge.net>
parents:
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371 |note |Display the special notes field, which is a text area for entering |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
372 | |a note to go along with a change. |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
373 +---------+-------------------------------------------------------------------+
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Richard Jones <richard@users.sourceforge.net>
parents:
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374 |list |List the nodes specified by property using the standard index for |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
375 | |the class. |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
376 | |Arguments: |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
377 | |property (property name) - the property to use. |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
378 +---------+-------------------------------------------------------------------+
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Richard Jones <richard@users.sourceforge.net>
parents:
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379 |history |List the history of the item. |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
380 +---------+-------------------------------------------------------------------+
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
381 |submit |Add a submit button for the item. |
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
382 +---------+-------------------------------------------------------------------+
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
383
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
384
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
385 Index Views
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
386 ~~~~~~~~~~~
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
387
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
388 An index view contains two sections: a filter section and an index section. The
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
389 filter section provides some widgets for selecting which items appear in the
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
390 index. The index section is a table of items.
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
391
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
392 Index View Specifiers
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
393 :::::::::::::::::::::
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
394
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
395 An index view specifier (URL fragment) looks like this (whitespace has been
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
396 added for clarity)::
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
397
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
398 /issue?status=unread,in-progress,resolved&
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
399 topic=security,ui&
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
400 :group=+priority&
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
401 :sort=-activity&
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
402 :filters=status,topic&
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
403 :columns=title,status,fixer
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
404
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
405 The index view is determined by two parts of the specifier: the layout part and
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
406 the filter part. The layout part consists of the query parameters that begin
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
407 with colons, and it determines the way that the properties of selected nodes
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
408 are displayed. The filter part consists of all the other query parameters, and
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
409 it determines the criteria by which nodes are selected for display.
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
410 The filter part is interactively manipulated with the form widgets displayed in
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
411 the filter section. The layout part is interactively manipulated by clicking on
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
412 the column headings in the table.
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
413
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
414 The filter part selects the union of the sets of items with values matching any
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
415 specified Link properties and the intersection of the sets of items with values
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
416 matching any specified Multilink properties.
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
417
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
418 The example specifies an index of "issue" nodes. Only items with a "status" of
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
419 either "unread" or "in-progres" or "resolved" are displayed, and only items
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
420 with "topic" values including both "security" and "ui" are displayed. The items
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
421 are grouped by priority, arranged in ascending order; and within groups, sorted
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
422 by activity, arranged in descending order. The filter section shows filters for
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
423 the "status" and "topic" properties, and the table includes columns for the
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
424 "title", "status", and "fixer" properties.
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
425
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
426 Associated with each item class is a default layout specifier. The layout
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
427 specifier in the above example is the default layout to be provided with the
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
428 default bug-tracker schema described above in section 4.4.
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
429
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
430 Filter Section
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
431 ::::::::::::::
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
432
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
433 The template for a filter section provides the filtering widgets at the top of
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
434 the index view. Fragments enclosed in <property>...</property> tags are
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
435 included or omitted depending on whether the view specifier requests a filter
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
436 for a particular property.
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
437
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
438 A property must appear in the filter template for it to be available as a
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
439 filter.
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
440
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
441 Here's a simple example of a filter template.::
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
442
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
443 <property name=status>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
444 <display call="checklist('status')">
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
445 </property>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
446 <br>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
447 <property name=priority>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
448 <display call="checklist('priority')">
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
449 </property>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
450 <br>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
451 <property name=fixer>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
452 <display call="menu('fixer')">
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
453 </property>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
454
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
455 The standard index generation code appends a section to the index pages which
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
456 allows selection of the filters - from those which are defined in the filter
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
457 template.
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
458
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
459 Index Section
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
460 :::::::::::::
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
461
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
462 The template for an index section describes one row of the index table.
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
463 Fragments enclosed in <property>...</property> tags are included or omitted
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
464 depending on whether the view specifier requests a column for a particular
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
465 property. The table cells should contain <display> tags to display the values
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
466 of the item's properties.
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
467
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
468 Here's a simple example of an index template.::
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
469
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
470 <tr>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
471 <property name=title>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
472 <td><display call="plain('title', max=50)"></td>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
473 </property>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
474 <property name=status>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
475 <td><display call="plain('status')"></td>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
476 </property>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
477 <property name=fixer>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
478 <td><display call="plain('fixer')"></td>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
479 </property>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
480 </tr>
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
481
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
482 Sorting
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
483 :::::::
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
484
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
485 String and Date values are sorted in the natural way. Link properties are
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
486 sorted according to the value of the "order" property on the linked nodes if it
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
487 is present; or otherwise on the key string of the linked nodes; or finally on
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
488 the node ids. Multilink properties are sorted according to how many links are
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
489 present.
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
490
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
491 Item Views
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
492 ~~~~~~~~~~
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
493
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
494 An item view contains an editor section and a spool section. At the top of an
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
495 item view, links to superseding and superseded items are always displayed.
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
496
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
497 Editor Section
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
498 ::::::::::::::
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
499
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
500 The editor section is generated from a template containing <display> tags to
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
501 insert the appropriate widgets for editing properties.
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
502
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
503 Here's an example of a basic editor template.::
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Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
504
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
505 <table>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
506 <tr>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
507 <td colspan=2>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
508 <display call="field('title', size=60)">
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
509 </td>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
510 </tr>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
511 <tr>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
512 <td>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
513 <display call="field('fixer', size=30)">
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
514 </td>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
515 <td>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
516 <display call="menu('status')>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
517 </td>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
518 </tr>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
519 <tr>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
520 <td>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
521 <display call="field('nosy', size=30)">
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
522 </td>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
523 <td>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
524 <display call="menu('priority')>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
525 </td>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
526 </tr>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
527 <tr>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
528 <td colspan=2>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
529 <display call="note()">
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
530 </td>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
531 </tr>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
532 </table>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
533
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
534 As shown in the example, the editor template can also request the display of a
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
535 "note" field, which is a text area for entering a note to go along with a
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
536 change.
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
537
673
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
538 The <property> tag used in the index may also be used here - it checks to see
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
539 if the nominated Multilink property has any entries. This can be used to
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
540 eliminate sections of the editor section if the property has no entries::
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
541
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
542 <td class="form-text">
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
543 <display call="field('superseder', size=40, showid=1)">
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
544 <display call="classhelp('issue', 'id,title', label='list', width=500)">
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
545 <property name="superseder">
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
546 <br>View: <display call="link('superseder', showid=1)">
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
547 </property>
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
548 </td>
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
549
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
550 The "View: " part with the links will only display if the superseder property
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
551 has values.
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
552
659
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
553 When a change is submitted, the system automatically generates a message
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
554 describing the changed properties.
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
555
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
556 If a note is given in the "note" field, the note is appended to the
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
557 description. The message is then added to the item's message spool (thus
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
558 triggering the standard detector to react by sending out this message to the
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
559 nosy list).
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
560
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
561 The message also displays all of the property values on the item and indicates
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
562 which ones have changed. An example of such a message might be this::
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
563
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
564 Polly's taken a turn for the worse - this is now really important!
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
565 -----
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
566 title: Polly Parrot is dead
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
567 priority: critical
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
568 status: unread -> in-progress
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
569 fixer: terry
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
570 keywords: parrot,plumage,perch,nailed,dead
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
571
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
572 Spool Section
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
573 :::::::::::::
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
574
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
575 The spool section lists messages in the item's "messages" property. The index
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
576 of messages displays the "date", "author", and "summary" properties on the
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
577 message nodes, and selecting a message takes you to its content.
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
578
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
579 The <property> tag used in the index may also be used here - it checks to see
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
580 if the nominated Multilink property has any entries. This can be used to
673
604c84696461 link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents: 659
diff changeset
581 eliminate sections of the spool section if the property has no entries::
659
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
582
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
583 <property name="files">
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
584 <tr class="strong-header">
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
585 <td><b>Files</b></td>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
586 </tr>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
587
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
588 <tr>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
589 <td><display call="list('files')"></td>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
590 </tr>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
591 </property>
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
592
686
c52122f38c9b Documentation cleanup, added info for potential (and current) developers
Richard Jones <richard@users.sourceforge.net>
parents: 684
diff changeset
593 -----------------
659
e429649ed124 More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff changeset
594
686
c52122f38c9b Documentation cleanup, added info for potential (and current) developers
Richard Jones <richard@users.sourceforge.net>
parents: 684
diff changeset
595 Back to `Table of Contents`_
c52122f38c9b Documentation cleanup, added info for potential (and current) developers
Richard Jones <richard@users.sourceforge.net>
parents: 684
diff changeset
596
c52122f38c9b Documentation cleanup, added info for potential (and current) developers
Richard Jones <richard@users.sourceforge.net>
parents: 684
diff changeset
597 .. _`Table of Contents`: index.html
c52122f38c9b Documentation cleanup, added info for potential (and current) developers
Richard Jones <richard@users.sourceforge.net>
parents: 684
diff changeset
598
Roundup Issue Tracker: http://roundup-tracker.org/