Mercurial > p > roundup > code
annotate doc/user_guide.txt @ 7558:c8a931aa7514
fix(i18n): issue2551184 - improve i18n handling
Apply patch to make sure that the dates tests use the locale files in
the deployed tracker and not other roundup files.
| author | Marcus Preisch |
|---|---|
| date | Thu, 20 Jul 2023 20:08:28 -0400 |
| parents | 8bc4246480bf |
| children | fe0348bbe45b |
| rev | line source |
|---|---|
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1 .. meta:: |
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2 :description: |
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3 Describes how to interact with a tracker based on the |
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4 Roundup Issue Tracker. Covers web (html), and email |
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5 interfaces. |
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6 |
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7 ========== |
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8 User Guide |
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9 ========== |
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10 |
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11 .. contents:: |
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12 :local: |
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13 |
| 2409 | 14 .. hint:: |
| 15 This document will refer to *issues* as the primary store of | |
| 16 information in the tracker. This is the default of the classic template, | |
| 17 but may vary in any given installation. | |
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18 |
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19 |
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20 Your Tracker in a Nutshell |
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21 ========================== |
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22 |
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23 Your tracker holds information about issues in bundles we call *items*. |
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24 An item may be an *issue* (a bug or feature request) or a *user*. The |
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25 issue-ness or user-ness is called the item's *class*. So, for bug |
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26 reports and features, the class is "issue", and for users the class is |
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27 "user". |
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28 |
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29 Each item in the tracker has an ID number that identifies it along with |
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30 its item class. To identify a particular issue or user, we combine the |
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31 class with the number to create a unique label, so that user 1 (who, |
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32 incidentally, is *always* the "admin" user) is referred to as "user1". |
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33 Issue number 315 is referred to as "issue315". We call that label the |
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34 item's :term:`designator`. |
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35 |
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36 Items in the database are never deleted, they're just "retired". You |
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37 can still refer to them by ID - hence removing an item won't break |
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38 references to the item. It's just that the item won't appear in any |
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39 listings. |
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40 |
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41 |
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42 Accessing the Tracker |
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43 --------------------- |
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44 |
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45 You may access your tracker in three ways: |
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46 |
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47 1. through the `web interface`_, |
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48 2. through the `e-mail gateway`_, or |
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49 3. using the `command line tool`_. |
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50 |
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51 The last is usually only used by administrators. Most users will use the |
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52 web and e-mail interfaces. All three are explained below. |
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53 |
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54 .. _command line tool: admin_guide.html#using-roundup-admin |
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55 |
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56 Issue life cycles in Roundup |
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57 ---------------------------- |
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58 |
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59 New issues may be submitted via the web or e-mail. |
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60 |
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61 By default, the issue will have the status "unread". If another message |
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62 is received for the issue, its status will change to "chatting". |
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63 |
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64 The "home" page for a tracker will generally display all issues which |
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65 are not "resolved". |
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66 |
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67 If an issue is closed, and a new message is received then it'll be |
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68 reopened to the state of "chatting". |
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69 |
| 5827 | 70 The full set of **priority** and **status** values are: |
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71 |
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72 .. table:: Default priorities defined for the classic template. |
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73 :name: priority table |
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74 :widths: auto |
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75 |
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76 =========== ===================================== |
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77 Priority Description |
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78 =========== ===================================== |
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79 "critical" panic: work is stopped! |
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80 "urgent" important, but not deadly |
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81 "bug" lost work or incorrect results |
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82 "feature" want missing functionality |
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83 "wish" avoidable bugs, missing conveniences |
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84 =========== ===================================== |
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85 |
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86 |
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87 .. table:: Default statuses defined for the classic template. |
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88 :name: status table |
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89 :widths: auto |
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90 |
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91 ============= ===================================== |
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92 Status Description |
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93 ============= ===================================== |
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94 "unread" submitted but no action yet |
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95 "deferred" intentionally set aside |
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96 "chatting" under review or seeking clarification |
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97 "need-eg" need a reproducible example of a bug |
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98 "in-progress" understood; development in progress |
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99 "testing" we think it's done; others, please test |
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100 "done-cbb" okay for now, but could be better |
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101 "resolved" fix has been released |
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102 ============= ===================================== |
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103 |
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104 |
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105 .. _query-tracker: |
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106 |
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107 Entering values in your Tracker |
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108 ------------------------------- |
| 1575 | 109 |
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110 All interfaces to your tracker use the same format for entering values. |
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111 This means the web interface for entering a new issue, the web interface |
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112 for searching issues, the e-mail interface and even the command-line |
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113 administration tool. |
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114 |
| 1575 | 115 |
| 116 String and Numeric properties | |
| 117 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 118 | |
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119 These fields just take a simple text value, like ``It's broken``. |
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120 |
| 1575 | 121 |
| 122 Boolean properties | |
| 123 ~~~~~~~~~~~~~~~~~~ | |
| 124 | |
| 125 These fields take a value which indicates "yes"/"no", "true"/"false", | |
| 126 "1"/"0" or "on"/"off". | |
| 127 | |
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128 |
| 1575 | 129 Constrained (link and multilink) properties |
| 130 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 131 | |
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132 Fields like "Assigned To" and "Keywords" hold references to items in other |
| 1575 | 133 classes ("user" and "keyword" in those two cases.) |
| 134 | |
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135 Sometimes, the selection is done through a menu, like in the "Assigned |
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136 To" field. |
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137 |
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138 Where the input is not a simple menu selection, we use a comma-separated |
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139 list of values to indicated which values of "user" or "keyword" are |
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140 interesting. The values may be either numeric ids or the names of items. |
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141 The special value "-1" may be used to match items where the property is |
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142 not set. For example, the following searches on the issues: |
| 1575 | 143 |
| 144 ``assignedto=richard,george`` | |
| 145 match issues which are assigned to richard or george. | |
| 146 ``assignedto=-1`` | |
| 147 match issues that are not assigned to a user. | |
| 148 ``assignedto=2,3,40`` | |
| 149 match issues that are assigned to users 2, 3 or 40. | |
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150 ``keyword=user interface`` |
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151 match issues with the keyword "user interface" in their keyword list |
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152 ``keyword=web interface,e-mail interface`` |
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153 match issues with the keyword "web interface" or "e-mail interface" in |
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154 their keyword list |
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155 ``keyword=-1`` |
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156 match issues with no keywords set |
| 1575 | 157 |
| 158 | |
| 159 Date properties | |
| 160 ~~~~~~~~~~~~~~~ | |
| 161 | |
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162 Date-and-time stamps are specified with the date in |
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163 international standard format (``yyyy-mm-dd``) joined to the time |
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164 (``hh:mm:ss``) by a period ``.``. Dates in this form can be easily |
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165 compared and are fairly readable when printed. An example of a valid |
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166 stamp is ``2000-06-24.13:03:59``. We'll call this the "full date |
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167 format". When Timestamp objects are printed as strings, they appear in |
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168 the full date format. |
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169 |
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170 For user input, some partial forms are also permitted: the whole time or |
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171 just the seconds may be omitted; and the whole date may be omitted or |
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172 just the year may be omitted. If the time is given, the time is |
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173 interpreted in the user's local time zone. The Date constructor takes |
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174 care of these conversions. In the following examples, suppose that |
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175 ``yyyy`` is the current year, ``mm`` is the current month, and ``dd`` is |
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176 the current day of the month. |
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177 |
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178 - "2000-04-17" means <Date 2000-04-17.00:00:00> |
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179 - "01-25" means <Date yyyy-01-25.00:00:00> |
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180 - "2000-04-17.03:45" means <Date 2000-04-17.08:45:00> |
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181 - "08-13.22:13" means <Date yyyy-08-14.03:13:00> |
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182 - "11-07.09:32:43" means <Date yyyy-11-07.14:32:43> |
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183 - "14:25" means <Date yyyy-mm-dd.19:25:00> |
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184 - "8:47:11" means <Date yyyy-mm-dd.13:47:11> |
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185 - the special date "." means "right now" |
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186 |
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187 |
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188 When searching, a plain date entered as a search field will match that date |
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189 exactly in the database. We may also accept ranges of dates. You can |
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190 specify range of dates in one of two formats: |
| 1575 | 191 |
| 192 1. English syntax:: | |
| 193 | |
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194 [From <value>][To <value>] |
| 1575 | 195 |
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196 Keywords "From" and "To" are case insensitive. Keyword "From" is |
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197 optional. |
| 1575 | 198 |
| 199 2. "Geek" syntax:: | |
| 200 | |
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201 [<value>];[<value>] |
| 1575 | 202 |
| 203 Either first or second ``<value>`` can be omitted in both syntaxes. | |
| 204 | |
| 205 For example, if you enter string "from 9:00" to "Creation date" field, | |
| 206 roundup will find all issues, that were created today since 9 AM. | |
| 207 | |
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208 The ``<value>`` may also be an interval, as described in the next section. |
| 1575 | 209 Searching of "-2m; -1m" on activity field gives you issues which were |
| 210 active between period of time since 2 months up-till month ago. | |
| 211 | |
| 2910 | 212 Other possible examples (consider local time is 2003-03-08.22:07:48): |
| 1575 | 213 |
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214 - "from 2-12 to 4-2" means |
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215 <Range from 2003-02-12.00:00:00 to 2003-04-02.00:00:00> |
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216 - "FROM 18:00 TO +2m" means |
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217 <Range from 2003-03-08.18:00:00 to 2003-05-08.20:07:48> |
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218 - "12:00;" means |
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219 <Range from 2003-03-08.12:00:00 to None> |
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220 - "tO +3d" means |
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221 <Range from None to 2003-03-11.20:07:48> |
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222 - "2002-11-10; 2002-12-12" means |
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223 <Range from 2002-11-10.00:00:00 to 2002-12-12.00:00:00> |
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224 - "; 20:00 +1d" means |
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225 <Range from None to 2003-03-09.20:00:00> |
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226 - "2003" means |
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227 <Range from 2003-01-01.00:00:00 to 2003-12-31.23:59:59> |
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228 - "2003-04" means |
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229 <Range from 2003-04-01.00:00:00 to 2003-04-30.23:59:59> |
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230 |
| 1575 | 231 |
| 232 Interval properties | |
| 233 ~~~~~~~~~~~~~~~~~~~ | |
| 234 | |
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235 Date intervals are specified using the suffixes "y", "m", and "d". The |
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236 suffix "w" (for "week") means 7 days. Time intervals are specified in |
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237 hh:mm:ss format (the seconds may be omitted, but the hours and minutes |
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238 may not). |
| 1575 | 239 |
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240 - "3y" means three years |
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241 - "2y 1m" means two years and one month |
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242 - "1m 25d" means one month and 25 days |
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243 - "2w 3d" means two weeks and three days |
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244 - "1d 2:50" means one day, two hours, and 50 minutes |
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245 - "14:00" means 14 hours |
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246 - "0:04:33" means four minutes and 33 seconds |
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247 |
| 1575 | 248 |
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249 Simple support for collision detection |
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250 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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251 |
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252 Item edit pages remember when the item was last edited. When a form is |
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253 submitted, the user will be informed if someone else has edited the item |
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254 at the same time they tried to. |
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255 |
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256 |
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257 Web Interface |
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258 ============= |
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259 |
| 2409 | 260 .. note:: |
| 261 This document contains screenshots of the default look and feel. | |
| 262 Your site may have a slightly (or very) different look, but the | |
| 263 functionality will be very similar, and the concepts still hold. | |
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264 |
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265 The web interface is broken up into the following parts: |
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266 |
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267 1. `lists of items`_, |
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268 2. `display, edit or entry of an item`_, and |
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269 3. `searching page`_. |
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270 |
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271 In addition to the graphical web interface, Roundup has `REST`_ and |
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272 `XMLRPC`_ interfaces. These can be used by advanced users and |
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273 programmers to automate tasks and integrate with other programs. |
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274 |
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275 .. _REST: rest.html |
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276 .. _XMLRPC: xmlrpc.html |
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277 |
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278 Lists of Items |
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279 -------------- |
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280 |
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281 The first thing you'll see when you log into Roundup will be a list of |
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282 open (ie. not resolved) issues. This list has been generated by a bunch |
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283 of controls `under the covers`_ but for now, you can see something like: |
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284 |
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285 .. image:: images/index_logged_out.png |
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286 :width: 675 |
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287 :height: 450 |
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288 :alt: Image of the classic Roundup tracker showing a list of issues |
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289 that one would see before logging in. |
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290 |
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291 The screen is divided up into three sections. There's a title which tells |
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292 you where you are, a sidebar which contains useful navigation tools and a |
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293 body which usually displays either a list of items or a single item from |
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294 the tracker. |
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295 |
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296 You may register, reset your password or log in. Registration takes |
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297 you to: |
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298 |
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299 .. image:: images/registration.png |
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300 :width: 675 |
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301 :height: 450 |
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302 :alt: A registration form with fields for name, login name, |
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303 password etc. |
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304 |
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305 Clicking on the "Lost your login?" link allows you to reset your |
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306 password. Resetting your password takes you to: |
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307 |
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308 .. image:: images/reset.png |
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309 :width: 605 |
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310 :height: 495 |
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311 :alt: A form with email address and username fields that will |
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312 trigger a password reset when submitted. |
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313 |
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314 You can enter your username to get a reset email sent to your primary |
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315 E-mail address. Otherwise you can enter your primary E-mail address or |
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316 an Alternate E-mail address to get a reset email sent to that address. |
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317 The reset email includes a verification link that can be used to |
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318 complete the password reset. The verification link expires in a week. |
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319 |
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320 Once you're logged in, the sidebar changes to: |
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321 |
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322 .. image:: images/index_logged_in.png |
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323 :width: 182 |
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324 :height: 399 |
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325 :alt: Navigation sidebar after login showing multiple links. It now |
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326 includes a link labeled "My Details" for the user's settings. |
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327 |
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328 You can now get to your "My Details" page: |
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329 |
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330 .. image:: images/my_details.png |
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331 :width: 667 |
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332 :height: 558 |
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333 :alt: A form allowing the user to change username, real name, email |
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334 address and it also shows activity done by the user. |
| 1228 | 335 |
| 336 Display, edit or entry of an item | |
| 337 --------------------------------- | |
| 338 | |
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339 Create a new issue with "create new" under the issue subheading. This |
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340 will take you to: |
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341 |
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342 .. image:: images/new_issue.png |
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343 :width: 648 |
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344 :height: 277 |
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345 :alt: A form for entering a new issue with title, priority, status |
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346 and other fields. All fields are empty. It also includes an |
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347 entry box for typing free form text to describe the issue. |
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348 |
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349 Editing an issue uses the same form, though now you'll see attached files |
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350 and messages, and the issue history at the bottom of the page: |
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351 |
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352 .. image:: images/edit_issue.png |
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353 :width: 650 |
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354 :height: 535 |
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355 :alt: A form for editing an issue with title, priority, status |
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356 and other fields filled in. It also includes an entry box for |
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357 typing free form text to describe the issue. |
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358 |
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359 The "Make a copy" link duplicate the current issue copying most of the |
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360 properties to a new issue. This is useful for splitting am issue into |
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361 sub-issues that can be assigned to different people. |
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362 |
| 1228 | 363 Searching Page |
| 364 -------------- | |
| 365 | |
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366 See `entering values in your tracker`_ for an explanation of what you |
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367 may type into the search form. |
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368 |
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369 |
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370 Saving queries |
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371 ~~~~~~~~~~~~~~ |
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372 |
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373 You may save queries in the tracker by giving the query a name. Each user |
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374 may only have one query with a given name - if a subsequent search is |
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375 performed with the same query name supplied, then it will edit the |
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376 existing query of the same name. |
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377 |
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378 Queries may be marked as "private". These queries are only visible to the |
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379 user that created them. If they're not marked "private" then all other |
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380 users may include the query in their list of "Your Queries". Marking it as |
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381 private at a later date does not affect users already using the query, nor |
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382 does deleting the query. |
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383 |
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384 If a user subsequently creates or edits a public query, a new personal |
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385 version of that query is made, with the same editing rules as described |
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386 above. |
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387 |
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388 |
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389 Under the covers |
| 1575 | 390 ~~~~~~~~~~~~~~~~ |
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391 |
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392 The searching page converts your selections into the following |
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393 arguments: |
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394 |
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395 ============ ============================================================= |
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396 Argument Description |
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397 ============ ============================================================= |
| 5827 | 398 @sort sort by prop name, optionally preceded with '-' to give |
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399 descending or nothing for ascending sorting. The sort |
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400 argument can have several props separated with comma. |
| 5827 | 401 @group group by prop name, optionally preceded with '-' or to sort |
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402 in descending or nothing for ascending order. The group |
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403 argument can have several props separated with comma. |
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404 @columns selects the columns that should be displayed. Default is |
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405 all. |
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406 @filter indicates which properties are being used in filtering. |
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407 Default is none. |
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408 propname selects the values the item properties given by propname must |
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409 have (very basic search/filter). |
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410 @search_text performs a full-text search (message bodies, issue titles, |
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411 etc) |
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412 ============ ============================================================= |
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413 |
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414 You may manually write URLs that contain these arguments, like so |
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415 (whitespace has been added for clarity):: |
| 1575 | 416 |
| 417 /issue?status=unread,in-progress,resolved& | |
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418 keyword=security,ui& |
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419 @group=priority,-status& |
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420 @sort=-activity& |
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421 @filters=status,keyword& |
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422 @columns=title,status,fixer |
| 1575 | 423 |
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424 Full text search using the xapian, whoosh and native indexers treats |
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425 the search query as a series of space separated words. Any word less |
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426 than 2 characters or more than 50 characters is discarded. Also a |
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427 stoplist is used to remove common words like "with", "and" |
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428 etc. Additional stoplist words can be added in the tracker's |
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429 config.ini file. Once filtering of the word list is done, each indexed |
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430 item (e.g. title, file or message content ...) is searched and if all |
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431 the terms are found in the item the item is returned. Then the items |
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432 are mapped to an issue and the list of matching issues is generated. |
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433 |
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434 Other searching backends such as native-fts can be used in which case |
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435 the filtering above is not used. The search query can support |
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436 structure such as quoted phrases, matching one term or another rather |
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437 than both (or search), prefixes etc. In this case you should look at |
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438 the `documentation for configuring the native-fts`_ backend to find |
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439 the supported format and features. |
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440 |
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441 .. _`documentation for configuring the native-fts`: admin_guide.html#configuring-native-fts-full-text-search |
| 1575 | 442 |
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443 Access Controls |
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444 --------------- |
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445 |
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446 User access is controlled through Permissions. These are are grouped |
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447 into Roles, and users have a comma-separated list of Roles assigned to |
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448 them. Roles can allow you to access: |
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449 |
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450 - an entire class of items (e.g. issues) |
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451 - only certain fields of a class (e.g. you can see the username but |
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452 not the phone number of other users) |
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453 - fields or classes based on your relationship to an item (e.g. |
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454 you can see the phone number of your user entry since you are the |
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455 owner of your user entry) |
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456 |
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457 Other permissions divide access controls up into answering questions |
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458 like: |
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459 |
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460 - may the user edit issues ("Edit", "issue") |
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461 - is the user allowed to use the web interface ("Web Access") |
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462 - may the user edit other user's Roles through the web ("Web Roles") |
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463 |
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464 Any number of new Permissions and Roles may be created as described in |
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465 the customisation documentation. Examples of new access controls are: |
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466 |
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467 - only managers may sign off issues as complete |
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468 - don't give users who register through e-mail web access |
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469 - let some users edit the details of all users |
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470 |
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471 E-Mail Gateway |
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472 ============== |
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473 |
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474 Roundup trackers may be used to facilitate e-mail conversations around |
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475 issues. The "nosy" list attached to each issue indicates the users who |
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476 should receive e-mail when messages are added to the issue. |
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477 |
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478 When e-mail comes into a tracker that identifies an issue in the subject |
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479 line, the content of the e-mail is attached to the issue. |
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480 |
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481 You may even create new issues from e-mail messages. |
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482 |
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483 E-mail sent to a tracker is examined for several pieces of information: |
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484 |
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485 1. `subject-line information`_ identifying the purpose of the e-mail |
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486 2. `sender identification`_ using the sender of the message |
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487 3. `e-mail message content`_ which is to be extracted |
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488 4. e-mail attachments which should be associated with the message |
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489 |
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490 |
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491 Subject-line information |
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492 ------------------------ |
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493 |
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494 The subject line of the incoming message is examined to find one of: |
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495 |
| 5827 | 496 1. a case insensitive ``help``, |
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497 2. a match for ``-- key <OneTimeKey>``, |
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498 3. the item that the message is responding to, |
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499 4. the type of item the message should create, or |
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500 5. we default the item class and try some trickiness. |
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501 |
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502 If the subject is ``help`` (case insensitive), the gateway responds |
| 5827 | 503 with an explanation of the interface. |
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504 |
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505 If a one-time key is found, we're processing an in-progress |
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506 registration confirmation. |
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507 |
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508 If the subject line contains a prefix in ``[square brackets]`` then |
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509 we're looking at case 3 or 4 above. Spaces are allowed inside the |
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510 brackets and after the class item name. So ``[issue2]`` and |
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511 ``[ issue 2 ]`` are treated the same where any white space is optional. |
|
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512 Any "re:" or "fwd:" prefixes are stripped off the subject line before |
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513 we start looking for real information. |
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514 |
|
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515 If an item :term:`designator` (class name and id number, for example |
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516 ``issue123``) is found there, a new "msg" item is added to the |
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517 "messages" property for that item, and any new "file" items are added to |
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518 the "files" property for the item. |
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519 |
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520 If just an item class name is found there, we attempt to create a new |
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521 item of that class with its "messages" property initialized to contain |
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522 the new "msg" item and its "files" property initialized to contain any |
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523 new "file" items. |
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524 |
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525 The fifth case above - where no ``[information]`` is provided, the |
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526 tracker's ``MAIL_DEFAULT_CLASS`` configuration variable defines what |
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527 class of item the message relates to. We try to match the subject line |
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528 to an existing item of the default class, and if there's a match, the |
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529 message is related to that matched item. If not, then a new item of the |
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530 default class is created. |
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531 |
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532 |
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533 Setting Properties |
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534 ~~~~~~~~~~~~~~~~~~ |
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535 |
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536 The e-mail interface also provides a simple way to set properties on |
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537 items. At the end of the subject line, propname=value pairs can be |
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538 specified in square brackets, using the same conventions as for the |
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539 roundup set shell command. |
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540 |
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541 For example, |
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542 |
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543 - setting the priority of an issue:: |
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544 |
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545 Subject: Re: [issue2] the coffee machine is broken! [priority=urgent] |
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546 |
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547 - adding yourself to a nosy list:: |
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548 |
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549 Subject: Re: [ issue2 ] we're out of widgets [nosy=+richard] |
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550 |
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551 - setting the nosy list to just you and cliff:: |
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552 |
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553 Subject: Re: [issue 2] we're out of widgets [nosy=richard,cliff] |
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554 |
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555 - removing yourself from a nosy list and setting the priority:: |
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556 |
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557 Subject: Re: [ issue 2 ] we're out of widgets [nosy=-richard;priority=bug] |
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558 |
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559 In all cases, the message relates to issue 2. The ``Re:`` prefix is |
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560 stripped off. |
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561 |
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562 |
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563 Automatic Properties |
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564 ~~~~~~~~~~~~~~~~~~~~ |
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565 |
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566 **status of new issues** |
|
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567 When a new message is received that is not identified as being related |
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568 to an existing issue, it creates a new issue. The status of the new |
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569 issue is defaulted to "unread". |
|
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570 |
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571 **reopening of resolved issues** |
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572 When a message is is received for a resolved issue, the issue status is |
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573 automatically reset to "chatting" to indicate new information has been |
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574 received. |
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575 |
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576 |
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577 Sender identification |
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578 --------------------- |
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579 |
|
3529
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580 If the sender of an e-mail is unknown to Roundup (looking up both user |
|
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581 primary e-mail addresses and their alternate addresses) then a new user |
|
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582 may be created, depending on tracker configuration (see the `Admin |
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583 Guide`_ section "Users and Security" for configuration details.) |
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584 |
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585 .. _`Admin Guide`: admin_guide.html |
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586 |
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587 The new user will have their username set to the "user" part of |
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588 "user@domain" in their e-mail address. Their password will be |
|
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589 completely randomised, and they'll have to visit the web interface to |
| 2409 | 590 have it changed. Some sites don't allow web access by users who register |
|
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4fd84dcfed33
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591 via e-mail like this. |
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592 |
|
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593 |
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594 E-Mail Message Content |
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595 ---------------------- |
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596 |
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597 By default Roundup only associates plain text (MIME type |
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598 ``text/plain``) as messages for items. Any other parts of a message |
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599 are associated as downloadable files. If no plain text part is found, |
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600 the message is rejected. The tracker can be configured to enable |
|
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601 ``convert_htmltotext``. If this is enabled, an email with an HTML |
|
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602 message (MIME type ``text/html``) and no ``text/plain`` part will be |
|
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603 accepted. The first HTML part will be converted to text and used as |
|
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604 the message for the item. Subsequent parts will be treated as |
|
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605 attachments. |
|
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606 |
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607 To do this, incoming messages are examined for multiple parts: |
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608 |
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609 * In a multipart/mixed message or part, each subpart is extracted and |
|
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610 examined. The text/plain subparts are assembled to form the textual |
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611 body of the message, to be stored in the file associated with a "msg" |
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612 class item. Any parts of other types are each stored in separate files |
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613 and given "file" class items that are linked to the "msg" item. |
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614 * In a multipart/alternative message or part, we look for a text/plain |
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615 subpart and ignore the other parts. |
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616 |
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617 If the message is a response to a previous message, and contains quoted |
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618 sections, then these will be stripped out of the message if the |
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619 ``EMAIL_KEEP_QUOTED_TEXT`` configuration variable is set to ``'no'``. |
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620 |
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621 Message summary |
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622 ~~~~~~~~~~~~~~~ |
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623 |
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624 The "summary" property on message items is taken from the first |
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625 non-quoting section in the message body. The message body is divided |
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626 into sections by blank lines. Sections where the second and all |
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627 subsequent lines begin with a ">" or "|" character are considered |
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628 "quoting sections". The first line of the first non-quoting section |
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629 becomes the summary of the message. |
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630 |
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631 |
|
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632 Address handling |
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633 ---------------- |
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634 |
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635 All of the addresses in the ``To:`` and ``Cc:`` headers of the incoming |
|
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636 message are looked up among the tracker users, and the corresponding |
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637 users are placed in the "recipients" property on the new "msg" item. The |
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638 address in the ``From:`` header similarly determines the "author" |
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639 property of the new "msg" item. The default handling for addresses that |
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640 don't have corresponding users is to create new users with no passwords |
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641 and a username equal to the address. |
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642 |
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643 The addresses mentioned in the ``To:``, ``From:`` and ``Cc:`` headers of |
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644 the message may be added to the `nosy list`_ depending on: |
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645 |
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646 ``ADD_AUTHOR_TO_NOSY`` |
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647 Does the author of a message get placed on the nosy list automatically? |
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648 If 'new' is used, then the author will only be added when a message |
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649 creates a new issue. If 'yes', then the author will be added on |
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650 followups too. If 'no', they're never added to the nosy. |
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651 |
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652 ``ADD_RECIPIENTS_TO_NOSY`` |
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653 Do the recipients (To:, Cc:) of a message get placed on the nosy list? |
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654 If 'new' is used, then the recipients will only be added when a message |
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655 creates a new issue. If 'yes', then the recipients will be added on |
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656 followups too. If 'no', they're never added to the nosy. |
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657 |
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658 Some organisations might prefer to have someone moderate emails before |
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659 they are delivered into Roundup. Those might want to set the |
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660 configuration option ``EMAIL_KEEP_REAL_FROM`` to ``'yes'`` to avoid |
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661 having the moderators address appearing as the creator of issues. |
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662 |
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663 Nosy List |
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664 ~~~~~~~~~ |
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665 |
| 1228 | 666 Roundup watches for additions to the "messages" property of items. |
| 667 | |
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668 When a new message is added, it is sent to all the users on the "nosy" |
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669 list for the item that are not already on the "recipients" list of the |
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670 message. Those users are then appended to the "recipients" property on |
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671 the message, so multiple copies of a message are never sent to the same |
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672 user. The journal recorded by the hyperdatabase on the "recipients" |
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673 property then provides a log of when the message was sent to whom. |
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674 |
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675 If the author of the message is also in the nosy list for the item that |
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676 the message is attached to, then the config var ``MESSAGES_TO_AUTHOR`` |
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677 is queried to determine if they get a nosy list copy of the message too. |
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678 |