Mercurial > p > roundup > code
annotate doc/customizing.txt @ 1230:cab21a36286d
ehem ... for create too
| author | Richard Jones <richard@users.sourceforge.net> |
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| date | Thu, 26 Sep 2002 07:41:54 +0000 |
| parents | c9f37630cf76 |
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1 =================== |
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2 Customising Roundup |
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3 =================== |
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4 |
| 1228 | 5 :Version: $Revision: 1.47 $ |
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6 |
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7 .. This document borrows from the ZopeBook section on ZPT. The original is at: |
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8 http://www.zope.org/Documentation/Books/ZopeBook/current/ZPT.stx |
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9 |
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10 .. contents:: |
| 1125 | 11 :depth: 1 |
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12 |
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13 What You Can Do |
| 1098 | 14 =============== |
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15 |
| 935 | 16 Customisation of Roundup can take one of five forms: |
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17 |
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18 1. `tracker configuration`_ file changes |
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19 2. database, or `tracker schema`_ changes |
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20 3. "definition" class `database content`_ changes |
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21 4. behavioural changes, through detectors_ |
| 935 | 22 5. `access controls`_ |
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23 |
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24 The third case is special because it takes two distinctly different forms |
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25 depending upon whether the tracker has been initialised or not. The other two |
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26 may be done at any time, before or after tracker initialisation. Yes, this |
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27 includes adding or removing properties from classes. |
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28 |
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29 |
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30 Trackers in a Nutshell |
| 1098 | 31 ====================== |
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32 |
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33 Trackers have the following structure: |
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34 |
| 1098 | 35 =================== ======================================================== |
| 36 Tracker File Description | |
| 37 =================== ======================================================== | |
| 38 config.py Holds the basic `tracker configuration`_ | |
| 39 dbinit.py Holds the `tracker schema`_ | |
| 40 interfaces.py Defines the Web and E-Mail interfaces for the tracker | |
| 41 select_db.py Selects the database back-end for the tracker | |
| 42 db/ Holds the tracker's database | |
| 43 db/files/ Holds the tracker's upload files and messages | |
| 44 detectors/ Auditors and reactors for this tracker | |
| 45 html/ Web interface templates, images and style sheets | |
| 46 =================== ======================================================== | |
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47 |
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48 Tracker Configuration |
| 1098 | 49 ===================== |
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50 |
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51 The config.py located in your tracker home contains the basic |
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52 configuration for the web and e-mail components of roundup's interfaces. This |
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53 file is a Python module. The configuration variables available are: |
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54 |
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55 **TRACKER_HOME** - ``os.path.split(__file__)[0]`` |
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56 The tracker home directory. The above default code will automatically |
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57 determine the tracker home for you. |
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58 |
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59 **MAILHOST** - ``'localhost'`` |
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60 The SMTP mail host that roundup will use to send e-mail. |
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61 |
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62 **MAIL_DOMAIN** - ``'your.tracker.email.domain.example'`` |
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63 The domain name used for email addresses. |
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64 |
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65 **DATABASE** - ``os.path.join(TRACKER_HOME, 'db')`` |
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66 This is the directory that the database is going to be stored in. By default |
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67 it is in the tracker home. |
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68 |
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69 **TEMPLATES** - ``os.path.join(TRACKER_HOME, 'html')`` |
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70 This is the directory that the HTML templates reside in. By default they are |
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71 in the tracker home. |
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72 |
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73 **TRACKER_NAME** - ``'Roundup issue tracker'`` |
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74 A descriptive name for your roundup tracker. This is sent out in e-mails and |
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75 appears in the heading of CGI pages. |
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76 |
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77 **TRACKER_EMAIL** - ``'issue_tracker@%s'%MAIL_DOMAIN`` |
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78 The email address that e-mail sent to roundup should go to. Think of it as the |
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79 tracker's personal e-mail address. |
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80 |
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81 **TRACKER_WEB** - ``'http://your.tracker.url.example/'`` |
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82 The web address that the tracker is viewable at. This will be included in |
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83 information sent to users of the tracker. |
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84 |
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85 **ADMIN_EMAIL** - ``'roundup-admin@%s'%MAIL_DOMAIN`` |
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86 The email address that roundup will complain to if it runs into trouble. |
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87 |
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88 **MESSAGES_TO_AUTHOR** - ``'yes'`` or``'no'`` |
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89 Send nosy messages to the author of the message. |
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90 |
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91 **ADD_AUTHOR_TO_NOSY** - ``'new'``, ``'yes'`` or ``'no'`` |
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92 Does the author of a message get placed on the nosy list automatically? |
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93 If ``'new'`` is used, then the author will only be added when a message |
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94 creates a new issue. If ``'yes'``, then the author will be added on followups |
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95 too. If ``'no'``, they're never added to the nosy. |
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96 |
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97 **ADD_RECIPIENTS_TO_NOSY** - ``'new'``, ``'yes'`` or ``'no'`` |
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98 Do the recipients (To:, Cc:) of a message get placed on the nosy list? |
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99 If ``'new'`` is used, then the recipients will only be added when a message |
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100 creates a new issue. If ``'yes'``, then the recipients will be added on |
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101 followups too. If ``'no'``, they're never added to the nosy. |
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102 |
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103 **EMAIL_SIGNATURE_POSITION** - ``'top'``, ``'bottom'`` or ``'none'`` |
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104 Where to place the email signature in messages that Roundup generates. |
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105 |
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106 **EMAIL_KEEP_QUOTED_TEXT** - ``'yes'`` or ``'no'`` |
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107 Keep email citations. Citations are the part of e-mail which the sender has |
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108 quoted in their reply to previous e-mail. |
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109 |
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110 **EMAIL_LEAVE_BODY_UNCHANGED** - ``'no'`` |
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111 Preserve the email body as is. Enabiling this will cause the entire message |
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112 body to be stored, including all citations and signatures. It should be |
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113 either ``'yes'`` or ``'no'``. |
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114 |
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115 **MAIL_DEFAULT_CLASS** - ``'issue'`` or ``''`` |
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116 Default class to use in the mailgw if one isn't supplied in email |
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117 subjects. To disable, comment out the variable below or leave it blank. |
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118 |
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119 The default config.py is given below - as you |
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120 can see, the MAIL_DOMAIN must be edited before any interaction with the |
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121 tracker is attempted.:: |
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122 |
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123 # roundup home is this package's directory |
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124 TRACKER_HOME=os.path.split(__file__)[0] |
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125 |
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126 # The SMTP mail host that roundup will use to send mail |
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127 MAILHOST = 'localhost' |
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128 |
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129 # The domain name used for email addresses. |
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130 MAIL_DOMAIN = 'your.tracker.email.domain.example' |
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131 |
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132 # This is the directory that the database is going to be stored in |
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133 DATABASE = os.path.join(TRACKER_HOME, 'db') |
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134 |
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135 # This is the directory that the HTML templates reside in |
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136 TEMPLATES = os.path.join(TRACKER_HOME, 'html') |
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137 |
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138 # A descriptive name for your roundup tracker |
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139 TRACKER_NAME = 'Roundup issue tracker' |
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140 |
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141 # The email address that mail to roundup should go to |
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142 TRACKER_EMAIL = 'issue_tracker@%s'%MAIL_DOMAIN |
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143 |
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144 # The web address that the tracker is viewable at |
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145 TRACKER_WEB = 'http://your.tracker.url.example/' |
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146 |
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147 # The email address that roundup will complain to if it runs into trouble |
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148 ADMIN_EMAIL = 'roundup-admin@%s'%MAIL_DOMAIN |
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149 |
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150 # Send nosy messages to the author of the message |
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151 MESSAGES_TO_AUTHOR = 'no' # either 'yes' or 'no' |
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152 |
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153 # Does the author of a message get placed on the nosy list automatically? |
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154 # If 'new' is used, then the author will only be added when a message |
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155 # creates a new issue. If 'yes', then the author will be added on followups |
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156 # too. If 'no', they're never added to the nosy. |
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157 ADD_AUTHOR_TO_NOSY = 'new' # one of 'yes', 'no', 'new' |
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158 |
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159 # Do the recipients (To:, Cc:) of a message get placed on the nosy list? |
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160 # If 'new' is used, then the recipients will only be added when a message |
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161 # creates a new issue. If 'yes', then the recipients will be added on followups |
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162 # too. If 'no', they're never added to the nosy. |
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163 ADD_RECIPIENTS_TO_NOSY = 'new' # either 'yes', 'no', 'new' |
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164 |
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165 # Where to place the email signature |
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166 EMAIL_SIGNATURE_POSITION = 'bottom' # one of 'top', 'bottom', 'none' |
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167 |
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168 # Keep email citations |
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169 EMAIL_KEEP_QUOTED_TEXT = 'no' # either 'yes' or 'no' |
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170 |
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171 # Preserve the email body as is |
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172 EMAIL_LEAVE_BODY_UNCHANGED = 'no' # either 'yes' or 'no' |
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173 |
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174 # Default class to use in the mailgw if one isn't supplied in email |
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175 # subjects. To disable, comment out the variable below or leave it blank. |
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176 # Examples: |
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177 MAIL_DEFAULT_CLASS = 'issue' # use "issue" class by default |
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178 #MAIL_DEFAULT_CLASS = '' # disable (or just comment the var out) |
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179 |
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180 Tracker Schema |
| 1098 | 181 ============== |
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182 |
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183 Note: if you modify the schema, you'll most likely need to edit the |
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184 `web interface`_ HTML template files and `detectors`_ to reflect |
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185 your changes. |
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186 |
| 1091 | 187 A tracker schema defines what data is stored in the tracker's database. |
| 1228 | 188 The schemas shipped with Roundup turn it into a typical software bug tracker |
| 189 or help desk. | |
| 1091 | 190 |
| 191 XXX make sure we ship the help desk | |
| 192 | |
| 193 Schemas are defined using Python code in the ``dbinit.py`` module of your | |
| 194 tracker. The "classic" schema looks like this:: | |
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195 |
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196 pri = Class(db, "priority", name=String(), order=String()) |
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197 pri.setkey("name") |
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198 pri.create(name="critical", order="1") |
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199 pri.create(name="urgent", order="2") |
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200 pri.create(name="bug", order="3") |
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201 pri.create(name="feature", order="4") |
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202 pri.create(name="wish", order="5") |
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203 |
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204 stat = Class(db, "status", name=String(), order=String()) |
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205 stat.setkey("name") |
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206 stat.create(name="unread", order="1") |
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207 stat.create(name="deferred", order="2") |
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208 stat.create(name="chatting", order="3") |
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209 stat.create(name="need-eg", order="4") |
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210 stat.create(name="in-progress", order="5") |
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211 stat.create(name="testing", order="6") |
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212 stat.create(name="done-cbb", order="7") |
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213 stat.create(name="resolved", order="8") |
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214 |
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215 keyword = Class(db, "keyword", name=String()) |
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216 keyword.setkey("name") |
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217 |
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218 user = Class(db, "user", username=String(), password=String(), |
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219 address=String(), realname=String(), phone=String(), |
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220 organisation=String()) |
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221 user.setkey("username") |
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222 user.create(username="admin", password=adminpw, |
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223 address=config.ADMIN_EMAIL) |
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224 |
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225 msg = FileClass(db, "msg", author=Link("user"), recipients=Multilink |
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226 ("user"), date=Date(), summary=String(), files=Multilink("file")) |
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227 |
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228 file = FileClass(db, "file", name=String(), type=String()) |
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229 |
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230 issue = IssueClass(db, "issue", assignedto=Link("user"), |
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231 topic=Multilink("keyword"), priority=Link("priority"), status=Link |
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232 ("status")) |
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233 issue.setkey('title') |
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234 |
| 1083 | 235 XXX security definitions |
| 236 | |
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237 Classes and Properties - creating a new information store |
| 1098 | 238 --------------------------------------------------------- |
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239 |
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240 In the tracker above, we've defined 7 classes of information: |
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241 |
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242 priority |
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243 Defines the possible levels of urgency for issues. |
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244 |
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245 status |
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246 Defines the possible states of processing the issue may be in. |
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247 |
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248 keyword |
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249 Initially empty, will hold keywords useful for searching issues. |
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250 |
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251 user |
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252 Initially holding the "admin" user, will eventually have an entry for all |
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253 users using roundup. |
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254 |
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255 msg |
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256 Initially empty, will all e-mail messages sent to or generated by |
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257 roundup. |
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258 |
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259 file |
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260 Initially empty, will all files attached to issues. |
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261 |
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262 issue |
| 1091 | 263 Initially empty, this is where the issue information is stored. |
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264 |
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265 We define the "priority" and "status" classes to allow two things: reduction in |
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266 the amount of information stored on the issue and more powerful, accurate |
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267 searching of issues by priority and status. By only requiring a link on the |
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268 issue (which is stored as a single number) we reduce the chance that someone |
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269 mis-types a priority or status - or simply makes a new one up. |
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270 |
| 1091 | 271 Class and Items |
| 1098 | 272 ~~~~~~~~~~~~~~~ |
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273 |
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274 A Class defines a particular class (or type) of data that will be stored in the |
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275 database. A class comprises one or more properties, which given the information |
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276 about the class items. |
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277 The actual data entered into the database, using class.create() are called |
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278 items. They have a special immutable property called id. We sometimes refer to |
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279 this as the itemid. |
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280 |
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281 Properties |
| 1098 | 282 ~~~~~~~~~~ |
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283 |
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284 A Class is comprised of one or more properties of the following types: |
| 1091 | 285 |
| 286 * String properties are for storing arbitrary-length strings. | |
| 287 * Password properties are for storing encoded arbitrary-length strings. The | |
| 288 default encoding is defined on the roundup.password.Password class. | |
| 289 * Date properties store date-and-time stamps. Their values are Timestamp | |
| 290 objects. | |
| 291 * Number properties store numeric values. | |
| 292 * Boolean properties store on/off, yes/no, true/false values. | |
| 293 * A Link property refers to a single other item selected from a specified | |
| 294 class. The class is part of the property; the value is an integer, the id | |
| 295 of the chosen item. | |
| 296 * A Multilink property refers to possibly many items in a specified class. | |
| 297 The value is a list of integers. | |
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298 |
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299 FileClass |
| 1098 | 300 ~~~~~~~~~ |
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301 |
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302 FileClasses save their "content" attribute off in a separate file from the rest |
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303 of the database. This reduces the number of large entries in the database, |
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304 which generally makes databases more efficient, and also allows us to use |
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305 command-line tools to operate on the files. They are stored in the files sub- |
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306 directory of the db directory in your tracker. |
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307 |
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308 IssueClass |
| 1098 | 309 ~~~~~~~~~~ |
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310 |
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311 IssueClasses automatically include the "messages", "files", "nosy", and |
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312 "superseder" properties. |
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313 The messages and files properties list the links to the messages and files |
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314 related to the issue. The nosy property is a list of links to users who wish to |
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315 be informed of changes to the issue - they get "CC'ed" e-mails when messages |
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316 are sent to or generated by the issue. The nosy reactor (in the detectors |
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317 directory) handles this action. The superceder link indicates an issue which |
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318 has superceded this one. |
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319 They also have the dynamically generated "creation", "activity" and "creator" |
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320 properties. |
| 1091 | 321 The value of the "creation" property is the date when an item was created, and |
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322 the value of the "activity" property is the date when any property on the item |
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323 was last edited (equivalently, these are the dates on the first and last |
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324 records in the item's journal). The "creator" property holds a link to the user |
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325 that created the issue. |
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326 |
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327 setkey(property) |
| 1098 | 328 ~~~~~~~~~~~~~~~~ |
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329 |
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330 Select a String property of the class to be the key property. The key property |
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331 muse be unique, and allows references to the items in the class by the content |
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332 of the key property. That is, we can refer to users by their username, e.g. |
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333 let's say that there's an issue in roundup, issue 23. There's also a user, |
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334 richard who happens to be user 2. To assign an issue to him, we could do either |
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335 of:: |
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336 |
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337 roundup-admin set issue assignedto=2 |
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338 |
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339 or:: |
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340 |
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341 roundup-admin set issue assignedto=richard |
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342 |
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343 Note, the same thing can be done in the web and e-mail interfaces. |
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344 |
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345 create(information) |
| 1098 | 346 ~~~~~~~~~~~~~~~~~~~ |
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347 |
| 1091 | 348 Create an item in the database. This is generally used to create items in the |
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349 "definitional" classes like "priority" and "status". |
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350 |
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351 |
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352 Examples of adding to your schema |
| 1098 | 353 --------------------------------- |
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354 |
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355 TODO |
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356 |
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357 |
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358 Detectors - adding behaviour to your tracker |
| 1098 | 359 ============================================ |
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360 .. _detectors: |
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361 |
| 1164 | 362 Detectors are initialised every time you open your tracker database, so you're |
| 363 free to add and remove them any time, even after the database is initliased | |
| 364 via the "roundup-admin initalise" command. | |
| 365 | |
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366 The detectors in your tracker fire before (*auditors*) and after (*reactors*) |
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367 changes to the contents of your database. They are Python modules that sit in |
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368 your tracker's ``detectors`` directory. You will have some installed by |
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369 default - have a look. You can write new detectors or modify the existing |
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370 ones. The existing detectors installed for you are: |
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371 |
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372 **nosyreaction.py** |
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373 This provides the automatic nosy list maintenance and email sending. The nosy |
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374 reactor (``nosyreaction``) fires when new messages are added to issues. |
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375 The nosy auditor (``updatenosy``) fires when issues are changed and figures |
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376 what changes need to be made to the nosy list (like adding new authors etc) |
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377 **statusauditor.py** |
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378 This provides the ``chatty`` auditor which changes the issue status from |
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379 ``unread`` or ``closed`` to ``chatting`` if new messages appear. It also |
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380 provides the ``presetunread`` auditor which pre-sets the status to |
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381 ``unread`` on new items if the status isn't explicitly defined. |
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382 |
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383 See the detectors section in the `design document`__ for details of the |
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384 interface for detectors. |
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385 |
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386 __ design.html |
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387 |
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388 Sample additional detectors that have been found useful will appear in the |
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389 ``detectors`` directory of the Roundup distribution: |
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390 |
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391 **newissuecopy.py** |
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392 This detector sends an email to a team address whenever a new issue is |
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393 created. The address is hard-coded into the detector, so edit it before you |
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394 use it (look for the text 'team@team.host') or you'll get email errors! |
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395 |
| 1100 | 396 The detector code:: |
| 397 | |
| 398 from roundup import roundupdb | |
| 399 | |
| 400 def newissuecopy(db, cl, nodeid, oldvalues): | |
| 401 ''' Copy a message about new issues to a team address. | |
| 402 ''' | |
| 403 # so use all the messages in the create | |
| 404 change_note = cl.generateCreateNote(nodeid) | |
| 405 | |
| 406 # send a copy to the nosy list | |
| 407 for msgid in cl.get(nodeid, 'messages'): | |
| 408 try: | |
| 409 # note: last arg must be a list | |
| 410 cl.send_message(nodeid, msgid, change_note, ['team@team.host']) | |
| 411 except roundupdb.MessageSendError, message: | |
| 412 raise roundupdb.DetectorError, message | |
| 413 | |
| 414 def init(db): | |
| 415 db.issue.react('create', newissuecopy) | |
| 1091 | 416 |
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417 |
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418 Database Content |
| 1098 | 419 ================ |
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420 |
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421 Note: if you modify the content of definitional classes, you'll most likely |
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422 need to edit the tracker `detectors`_ to reflect your changes. |
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423 |
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424 Customisation of the special "definitional" classes (eg. status, priority, |
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425 resolution, ...) may be done either before or after the tracker is |
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426 initialised. The actual method of doing so is completely different in each |
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427 case though, so be careful to use the right one. |
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428 |
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429 **Changing content before tracker initialisation** |
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430 Edit the dbinit module in your tracker to alter the items created in using |
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431 the create() methods. |
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432 |
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433 **Changing content after tracker initialisation** |
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434 Use the roundup-admin interface's create, set and retire methods to add, |
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435 alter or remove items from the classes in question. |
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436 |
| 1091 | 437 XXX example |
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438 |
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439 |
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440 Web Interface |
| 1098 | 441 ============= |
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442 |
| 1125 | 443 .. contents:: |
| 444 :local: | |
| 445 :depth: 1 | |
| 446 | |
| 1091 | 447 The web is provided by the roundup.cgi.client module and is used by |
| 448 roundup.cgi, roundup-server and ZRoundup. | |
| 449 In all cases, we determine which tracker is being accessed | |
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450 (the first part of the URL path inside the scope of the CGI handler) and pass |
| 1091 | 451 control on to the tracker interfaces.Client class - which uses the Client class |
| 452 from roundup.cgi.client - which handles the rest of | |
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453 the access through its main() method. This means that you can do pretty much |
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454 anything you want as a web interface to your tracker. |
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455 |
| 1091 | 456 Repurcussions of changing the tracker schema |
| 1098 | 457 --------------------------------------------- |
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458 |
| 1091 | 459 If you choose to change the `tracker schema`_ you will need to ensure the web |
| 460 interface knows about it: | |
| 461 | |
| 462 1. Index, item and search pages for the relevant classes may need to have | |
| 463 properties added or removed, | |
| 464 2. The "page" template may require links to be changed, as might the "home" | |
| 465 page's content arguments. | |
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466 |
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467 How requests are processed |
| 1098 | 468 -------------------------- |
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469 |
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470 The basic processing of a web request proceeds as follows: |
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471 |
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472 1. figure out who we are, defaulting to the "anonymous" user |
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473 2. figure out what the request is for - we call this the "context" |
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474 3. handle any requested action (item edit, search, ...) |
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475 4. render the template requested by the context, resulting in HTML output |
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476 |
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477 In some situations, exceptions occur: |
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478 |
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479 - HTTP Redirect (generally raised by an action) |
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480 - SendFile (generally raised by determine_context) |
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481 here we serve up a FileClass "content" property |
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482 - SendStaticFile (generally raised by determine_context) |
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483 here we serve up a file from the tracker "html" directory |
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484 - Unauthorised (generally raised by an action) |
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485 here the action is cancelled, the request is rendered and an error |
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486 message is displayed indicating that permission was not |
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487 granted for the action to take place |
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488 - NotFound (raised wherever it needs to be) |
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489 this exception percolates up to the CGI interface that called the client |
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490 |
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491 Determining web context |
| 1098 | 492 ----------------------- |
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493 |
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494 To determine the "context" of a request, we look at the URL and the special |
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495 request variable ``:template``. The URL path after the tracker identifier |
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496 is examined. Typical URL paths look like: |
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497 |
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498 1. ``/tracker/issue`` |
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499 2. ``/tracker/issue1`` |
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500 3. ``/tracker/_file/style.css`` |
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501 4. ``/cgi-bin/roundup.cgi/tracker/file1`` |
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502 5. ``/cgi-bin/roundup.cgi/tracker/file1/kitten.png`` |
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503 |
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504 where the "tracker identifier" is "tracker" in the above cases. That means |
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505 we're looking at "issue", "issue1", "_file/style.css", "file1" and |
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506 "file1/kitten.png" in the cases above. The path is generally only one |
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507 entry long - longer paths are handled differently. |
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508 |
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509 a. if there is no path, then we are in the "home" context. |
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510 b. if the path starts with "_file" (as in example 3, |
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511 "/tracker/_file/style.css"), then the additional path entry, |
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512 "style.css" specifies the filename of a static file we're to serve up |
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513 from the tracker "html" directory. Raises a SendStaticFile |
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514 exception. |
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515 c. if there is something in the path (as in example 1, "issue"), it identifies |
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516 the tracker class we're to display. |
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517 d. if the path is an item designator (as in examples 2 and 4, "issue1" and |
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518 "file1"), then we're to display a specific item. |
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519 e. if the path starts with an item designator and is longer than |
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520 one entry (as in example 5, "file1/kitten.png"), then we're assumed |
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521 to be handling an item of a |
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522 FileClass, and the extra path information gives the filename |
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523 that the client is going to label the download with (ie |
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524 "file1/kitten.png" is nicer to download than "file1"). This |
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525 raises a SendFile exception. |
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526 |
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527 Both b. and e. stop before we bother to |
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528 determine the template we're going to use. That's because they |
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529 don't actually use templates. |
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530 |
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531 The template used is specified by the ``:template`` CGI variable, |
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532 which defaults to: |
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533 |
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534 - only classname suplied: "index" |
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535 - full item designator supplied: "item" |
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536 |
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537 |
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538 Performing actions in web requests |
| 1098 | 539 ---------------------------------- |
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540 |
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541 When a user requests a web page, they may optionally also request for an |
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542 action to take place. As described in `how requests are processed`_, the |
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543 action is performed before the requested page is generated. Actions are |
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544 triggered by using a ``:action`` CGI variable, where the value is one of: |
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545 |
| 1125 | 546 **login** |
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547 Attempt to log a user in. |
| 1125 | 548 **logout** |
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549 Log the user out - make them "anonymous". |
| 1125 | 550 **register** |
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551 Attempt to create a new user based on the contents of the form and then log |
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552 them in. |
| 1125 | 553 **edit** |
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554 Perform an edit of an item in the database. There are some special form |
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555 elements you may use: |
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556 |
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557 :link=designator:property and :multilink=designator:property |
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558 The value specifies an item designator and the property on that |
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559 item to add _this_ item to as a link or multilink. |
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560 :note |
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561 Create a message and attach it to the current item's |
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562 "messages" property. |
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563 :file |
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564 Create a file and attach it to the current item's |
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565 "files" property. Attach the file to the message created from |
| 1091 | 566 the :note if it's supplied. |
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567 :required=property,property,... |
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568 The named properties are required to be filled in the form. |
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569 |
| 1125 | 570 **new** |
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571 Add a new item to the database. You may use the same special form elements |
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572 as in the "edit" action. |
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573 |
| 1125 | 574 **editCSV** |
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575 Performs an edit of all of a class' items in one go. See also the |
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576 *class*.csv templating method which generates the CSV data to be edited, and |
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577 the "_generic.index" template which uses both of these features. |
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578 |
| 1125 | 579 **search** |
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580 Mangle some of the form variables. |
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581 |
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582 Set the form ":filter" variable based on the values of the |
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583 filter variables - if they're set to anything other than |
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584 "dontcare" then add them to :filter. |
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585 |
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586 Also handle the ":queryname" variable and save off the query to |
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587 the user's query list. |
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588 |
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589 Each of the actions is implemented by a corresponding *actionAction* (where |
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590 "action" is the name of the action) method on |
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591 the roundup.cgi.Client class, which also happens to be in your tracker as |
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592 interfaces.Client. So if you need to define new actions, you may add them |
| 1098 | 593 there (see `defining new web actions`_). |
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594 |
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595 Each action also has a corresponding *actionPermission* (where |
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596 "action" is the name of the action) method which determines |
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597 whether the action is permissible given the current user. The base permission |
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598 checks are: |
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599 |
| 1125 | 600 **login** |
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601 Determine whether the user has permission to log in. |
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602 Base behaviour is to check the user has "Web Access". |
| 1125 | 603 **logout** |
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604 No permission checks are made. |
| 1125 | 605 **register** |
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606 Determine whether the user has permission to register |
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607 Base behaviour is to check the user has "Web Registration". |
| 1125 | 608 **edit** |
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609 Determine whether the user has permission to edit this item. |
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610 Base behaviour is to check the user can edit this class. If we're |
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611 editing the "user" class, users are allowed to edit their own |
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612 details. Unless it's the "roles" property, which requires the |
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613 special Permission "Web Roles". |
| 1125 | 614 **new** |
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615 Determine whether the user has permission to create (edit) this item. |
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616 Base behaviour is to check the user can edit this class. No |
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617 additional property checks are made. Additionally, new user items |
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618 may be created if the user has the "Web Registration" Permission. |
| 1125 | 619 **editCSV** |
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620 Determine whether the user has permission to edit this class. |
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621 Base behaviour is to check the user can edit this class. |
| 1125 | 622 **search** |
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623 Determine whether the user has permission to search this class. |
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624 Base behaviour is to check the user can view this class. |
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625 |
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626 |
| 1091 | 627 Default templates |
| 1098 | 628 ----------------- |
| 1091 | 629 |
| 630 Most customisation of the web view can be done by modifying the templates in | |
| 631 the tracker **html** directory. There are several types of files in there: | |
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632 |
| 1125 | 633 **page** |
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634 This template usually defines the overall look of your tracker. When you |
| 1091 | 635 view an issue, it appears inside this template. When you view an index, it |
| 1214 | 636 also appears inside this template. This template defines a macro called |
| 637 "icing" which is used by almost all other templates as a coating for their | |
| 638 content, using its "content" slot. It will also define the "head_title" | |
| 639 and "body_title" slots to allow setting of the page title. | |
| 1125 | 640 **home** |
| 1091 | 641 the default page displayed when no other page is indicated by the user |
| 1125 | 642 **home.classlist** |
| 1091 | 643 a special version of the default page that lists the classes in the tracker |
| 1125 | 644 **classname.item** |
| 1091 | 645 displays an item of the *classname* class |
| 1125 | 646 **classname.index** |
| 1091 | 647 displays a list of *classname* items |
| 1125 | 648 **classname.search** |
| 1091 | 649 displays a search page for *classname* items |
| 1125 | 650 **_generic.index** |
| 1091 | 651 used to display a list of items where there is no *classname*.index available |
| 1125 | 652 **_generic.help** |
| 1091 | 653 used to display a "class help" page where there is no *classname*.help |
| 1125 | 654 **user.register** |
| 1091 | 655 a special page just for the user class that renders the registration page |
| 1125 | 656 **style.css** |
| 1091 | 657 a static file that is served up as-is |
|
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658 |
| 1148 | 659 Note: Remember that you can create any template extension you want to, so |
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660 if you just want to play around with the templating for new issues, you can |
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661 copy the current "issue.item" template to "issue.test", and then access the |
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662 test template using the ":template" URL argument:: |
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663 |
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664 http://your.tracker.example/tracker/issue?:template=test |
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665 |
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666 and it won't affect your users using the "issue.item" template. |
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667 |
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668 |
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669 How the templates work |
| 1098 | 670 ---------------------- |
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671 |
| 1214 | 672 Basic Templating Actions |
| 673 ~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 674 | |
| 675 Roundup's templates consist of special attributes on your template tags. | |
| 676 These attributes form the Template Attribute Language, or TAL. The basic tag | |
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677 commands are: |
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678 |
| 1125 | 679 **tal:define="variable expression; variable expression; ..."** |
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680 Define a new variable that is local to this tag and its contents. For |
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681 example:: |
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682 |
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683 <html tal:define="title request/description"> |
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684 <head><title tal:content="title"></title></head> |
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685 </html> |
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686 |
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687 In the example, the variable "title" is defined as being the result of the |
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688 expression "request/description". The tal:content command inside the <html> |
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689 tag may then use the "title" variable. |
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690 |
| 1125 | 691 **tal:condition="expression"** |
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692 Only keep this tag and its contents if the expression is true. For example:: |
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693 |
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694 <p tal:condition="python:request.user.hasPermission('View', 'issue')"> |
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695 Display some issue information. |
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696 </p> |
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697 |
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698 In the example, the <p> tag and its contents are only displayed if the |
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699 user has the View permission for issues. We consider the number zero, a |
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700 blank string, an empty list, and the built-in variable nothing to be false |
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701 values. Nearly every other value is true, including non-zero numbers, and |
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702 strings with anything in them (even spaces!). |
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703 |
| 1125 | 704 **tal:repeat="variable expression"** |
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705 Repeat this tag and its contents for each element of the sequence that the |
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706 expression returns, defining a new local variable and a special "repeat" |
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707 variable for each element. For example:: |
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708 |
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709 <tr tal:repeat="u user/list"> |
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710 <td tal:content="u/id"></td> |
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711 <td tal:content="u/username"></td> |
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712 <td tal:content="u/realname"></td> |
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713 </tr> |
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714 |
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715 The example would iterate over the sequence of users returned by |
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716 "user/list" and define the local variable "u" for each entry. |
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717 |
| 1125 | 718 **tal:replace="expression"** |
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719 Replace this tag with the result of the expression. For example:: |
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720 |
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721 <span tal:replace="request/user/realname"></span> |
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722 |
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723 The example would replace the <span> tag and its contents with the user's |
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724 realname. If the user's realname was "Bruce" then the resultant output |
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725 would be "Bruce". |
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726 |
| 1125 | 727 **tal:content="expression"** |
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728 Replace the contents of this tag with the result of the expression. For |
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729 example:: |
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730 |
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731 <span tal:content="request/user/realname">user's name appears here</span> |
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732 |
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733 The example would replace the contents of the <span> tag with the user's |
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734 realname. If the user's realname was "Bruce" then the resultant output |
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735 would be "<span>Bruce</span>". |
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736 |
| 1125 | 737 **tal:attributes="attribute expression; attribute expression; ..."** |
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738 Set attributes on this tag to the results of expressions. For example:: |
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739 |
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740 <a tal:attributes="href string:user${request/user/id}">My Details</a> |
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741 |
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742 In the example, the "href" attribute of the <a> tag is set to the value of |
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743 the "string:user${request/user/id}" expression, which will be something |
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744 like "user123". |
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745 |
| 1125 | 746 **tal:omit-tag="expression"** |
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747 Remove this tag (but not its contents) if the expression is true. For |
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748 example:: |
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749 |
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750 <span tal:omit-tag="python:1">Hello, world!</span> |
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751 |
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752 would result in output of:: |
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753 |
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754 Hello, world! |
|
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755 |
| 1083 | 756 Note that the commands on a given tag are evaulated in the order above, so |
| 757 *define* comes before *condition*, and so on. | |
|
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758 |
| 1083 | 759 Additionally, a tag is defined, tal:block, which is removed from output. Its |
| 760 content is not, but the tag itself is (so don't go using any tal:attributes | |
| 761 commands on it). This is useful for making arbitrary blocks of HTML | |
| 762 conditional or repeatable (very handy for repeating multiple table rows, | |
| 763 which would othewise require an illegal tag placement to effect the repeat). | |
|
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764 |
| 1214 | 765 |
| 766 Templating Expressions | |
| 767 ~~~~~~~~~~~~~~~~~~~~~~ | |
| 768 | |
| 1083 | 769 The expressions you may use in the attibute values may be one of the following |
| 1214 | 770 forms: |
|
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771 |
| 1125 | 772 **Path Expressions** - eg. ``item/status/checklist`` |
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773 These are object attribute / item accesses. Roughly speaking, the path |
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774 ``item/status/checklist`` is broken into parts ``item``, ``status`` |
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775 and ``checklist``. The ``item`` part is the root of the expression. |
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776 We then look for a ``status`` attribute on ``item``, or failing that, a |
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777 ``status`` item (as in ``item['status']``). If that |
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778 fails, the path expression fails. When we get to the end, the object we're |
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779 left with is evaluated to get a string - methods are called, objects are |
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780 stringified. Path expressions may have an optional ``path:`` prefix, though |
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781 they are the default expression type, so it's not necessary. |
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782 |
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783 XXX | components of expressions |
| 1083 | 784 |
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785 XXX "nothing" and "default" |
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786 |
| 1125 | 787 **String Expressions** - eg. ``string:hello ${user/name}`` |
|
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788 These expressions are simple string interpolations (though they can be just |
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789 plain strings with no interpolation if you want. The expression in the |
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790 ``${ ... }`` is just a path expression as above. |
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791 |
| 1125 | 792 **Python Expressions** - eg. ``python: 1+1`` |
|
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793 These expressions give the full power of Python. All the "root level" |
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794 variables are available, so ``python:item.status.checklist()`` would be |
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795 equivalent to ``item/status/checklist``, assuming that ``checklist`` is |
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796 a method. |
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797 |
| 1214 | 798 Template Macros |
| 799 ~~~~~~~~~~~~~~~ | |
| 800 | |
| 801 Macros are used in Roundup to save us from repeating the same common page | |
| 802 stuctures over and over. The most common (and probably only) macro you'll use | |
| 803 is the "icing" macro defined in the "page" template. | |
| 804 | |
| 805 Macros are generated and used inside your templates using special attributes | |
| 806 similar to the `basic templating actions`_. In this case though, the | |
| 807 attributes belong to the Macro Expansion Template Attribute Language, or | |
| 808 METAL. The macro commands are: | |
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809 |
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810 **metal:define-macro="macro name"** |
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811 Define that the tag and its contents are now a macro that may be inserted |
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812 into other templates using the *use-macro* command. For example:: |
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813 |
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814 <html metal:define-macro="page"> |
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815 ... |
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816 </html> |
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817 |
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818 defines a macro called "page" using the ``<html>`` tag and its contents. |
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819 Once defined, macros are stored on the template they're defined on in the |
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820 ``macros`` attribute. You can access them later on through the ``templates`` |
| 1214 | 821 variable, eg. the most common ``templates/page/macros/icing`` to access the |
|
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822 "page" macro of the "page" template. |
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823 |
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824 **metal:use-macro="path expression"** |
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825 Use a macro, which is identified by the path expression (see above). This |
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826 will replace the current tag with the identified macro contents. For |
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827 example:: |
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828 |
| 1214 | 829 <tal:block metal:use-macro="templates/page/macros/icing"> |
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830 ... |
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831 </tal:block> |
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832 |
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833 will replace the tag and its contents with the "page" macro of the "page" |
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834 template. |
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835 |
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836 **metal:define-slot="slot name"** and **metal:fill-slot="slot name"** |
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837 To define *dynamic* parts of the macro, you define "slots" which may be |
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838 filled when the macro is used with a *use-macro* command. For example, the |
| 1214 | 839 ``templates/page/macros/icing`` macro defines a slot like so:: |
|
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840 |
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841 <title metal:define-slot="head_title">title goes here</title> |
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842 |
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843 In your *use-macro* command, you may now use a *fill-slot* command like |
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844 this:: |
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845 |
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846 <title metal:fill-slot="head_title">My Title</title> |
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847 |
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848 where the tag that fills the slot completely replaces the one defined as |
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849 the slot in the macro. |
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850 |
| 1214 | 851 Note that you may not mix METAL and TAL commands on the same tag, but TAL |
| 852 commands may be used freely inside METAL-using tags (so your *fill-slots* | |
| 853 tags may have all manner of TAL inside them). | |
| 854 | |
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855 |
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856 Information available to templates |
| 1098 | 857 ---------------------------------- |
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858 |
| 1125 | 859 Note: this is implemented by roundup.cgi.templating.RoundupPageTemplate |
| 860 | |
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861 The following variables are available to templates. |
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862 |
| 1125 | 863 **context** |
|
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864 The current context. This is either None, a |
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865 `hyperdb class wrapper`_ or a `hyperdb item wrapper`_ |
| 1125 | 866 **request** |
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867 Includes information about the current request, including: |
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868 - the url |
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869 - the current index information (``filterspec``, ``filter`` args, |
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870 ``properties``, etc) parsed out of the form. |
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871 - methods for easy filterspec link generation |
|
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872 - *user*, the current user item as an HTMLItem instance |
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873 - *form* |
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874 The current CGI form information as a mapping of form argument |
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875 name to value |
| 1125 | 876 **tracker** |
|
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877 The current tracker |
| 1125 | 878 **db** |
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879 The current database, through which db.config may be reached. |
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880 **templates** |
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881 Access to all the tracker templates by name. Used mainly in *use-macro* |
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882 commands. |
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883 **utils** |
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884 This variable makes available some utility functions like batching. |
| 1125 | 885 **nothing** |
| 1100 | 886 This is a special variable - if an expression evaluates to this, then the |
| 887 tag (in the case of a tal:replace), its contents (in the case of | |
| 888 tal:content) or some attributes (in the case of tal:attributes) will not | |
| 889 appear in the the output. So for example:: | |
| 890 | |
| 891 <span tal:attributes="class nothing">Hello, World!</span> | |
| 892 | |
| 893 would result in:: | |
| 894 | |
| 895 <span>Hello, World!</span> | |
| 896 | |
| 1125 | 897 **default** |
| 1100 | 898 Also a special variable - if an expression evaluates to this, then the |
| 899 existing HTML in the template will not be replaced or removed, it will | |
| 900 remain. So:: | |
| 901 | |
| 902 <span tal:replace="default">Hello, World!</span> | |
| 903 | |
| 904 would result in:: | |
| 905 | |
| 906 <span>Hello, World!</span> | |
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907 |
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908 The context variable |
| 1098 | 909 ~~~~~~~~~~~~~~~~~~~~ |
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910 |
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911 The *context* variable is one of three things based on the current context |
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912 (see `determining web context`_ for how we figure this out): |
|
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|
913 |
|
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|
914 1. if we're looking at a "home" page, then it's None |
|
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915 2. if we're looking at a specific hyperdb class, it's a |
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|
916 `hyperdb class wrapper`_. |
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|
917 3. if we're looking at a specific hyperdb item, it's a |
|
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|
918 `hyperdb item wrapper`_. |
|
1073
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|
919 |
|
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|
920 If the context is not None, we can access the properties of the class or item. |
|
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|
921 The only real difference between cases 2 and 3 above are: |
|
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More documentation.
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|
922 |
|
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|
923 1. the properties may have a real value behind them, and this will appear if |
|
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|
924 the property is displayed through ``context/property`` or |
|
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|
925 ``context/property/field``. |
|
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|
926 2. the context's "id" property will be a false value in the second case, but |
|
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|
927 a real, or true value in the third. Thus we can determine whether we're |
|
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|
928 looking at a real item from the hyperdb by testing "context/id". |
|
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|
929 |
|
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|
930 Hyperdb class wrapper |
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|
931 ::::::::::::::::::::: |
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|
932 |
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|
933 Note: this is implemented by the roundup.cgi.templating.HTMLClass class. |
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|
934 |
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|
935 This wrapper object provides access to a hyperb class. It is used primarily |
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|
936 in both index view and new item views, but it's also usable anywhere else that |
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937 you wish to access information about a class, or the items of a class, when |
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|
938 you don't have a specific item of that class in mind. |
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|
939 |
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|
940 We allow access to properties. There will be no "id" property. The value |
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|
941 accessed through the property will be the current value of the same name from |
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|
942 the CGI form. |
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|
943 |
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|
944 There are several methods available on these wrapper objects: |
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|
945 |
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|
946 =========== ============================================================= |
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|
947 Method Description |
|
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|
948 =========== ============================================================= |
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949 properties return a `hyperdb property wrapper`_ for all of this class' |
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|
950 properties. |
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|
951 list lists all of the active (not retired) items in the class. |
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952 csv return the items of this class as a chunk of CSV text. |
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953 propnames lists the names of the properties of this class. |
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954 filter lists of items from this class, filtered and sorted |
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955 by the current *request* filterspec/filter/sort/group args |
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956 classhelp display a link to a javascript popup containing this class' |
|
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|
957 "help" template. |
|
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958 submit generate a submit button (and action hidden element) |
|
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959 renderWith render this class with the given template. |
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960 history returns 'New node - no history' :) |
|
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|
961 is_edit_ok is the user allowed to Edit the current class? |
|
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|
962 is_view_ok is the user allowed to View the current class? |
|
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963 =========== ============================================================= |
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|
964 |
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965 Note that if you have a property of the same name as one of the above methods, |
|
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|
966 you'll need to access it using a python "item access" expression. For example:: |
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|
967 |
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|
968 python:context['list'] |
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|
969 |
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|
970 will access the "list" property, rather than the list method. |
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|
971 |
|
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|
972 |
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|
973 Hyperdb item wrapper |
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974 :::::::::::::::::::: |
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|
975 |
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|
976 Note: this is implemented by the roundup.cgi.templating.HTMLItem class. |
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|
977 |
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|
978 This wrapper object provides access to a hyperb item. |
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|
979 |
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980 We allow access to properties. There will be no "id" property. The value |
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981 accessed through the property will be the current value of the same name from |
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|
982 the CGI form. |
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|
983 |
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|
984 There are several methods available on these wrapper objects: |
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|
985 |
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|
986 =============== ============================================================= |
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987 Method Description |
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988 =============== ============================================================= |
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989 submit generate a submit button (and action hidden element) |
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990 journal return the journal of the current item (**not implemented**) |
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991 history render the journal of the current item as HTML |
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992 renderQueryForm specific to the "query" class - render the search form for |
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|
993 the query |
|
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|
994 hasPermission specific to the "user" class - determine whether the user |
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|
995 has a Permission |
|
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|
996 is_edit_ok is the user allowed to Edit the current item? |
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997 is_view_ok is the user allowed to View the current item? |
|
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998 =============== ============================================================= |
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|
999 |
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|
1000 |
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1001 Note that if you have a property of the same name as one of the above methods, |
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1002 you'll need to access it using a python "item access" expression. For example:: |
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|
1003 |
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1004 python:context['journal'] |
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|
1005 |
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1006 will access the "journal" property, rather than the journal method. |
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|
1007 |
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|
1008 |
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|
1009 Hyperdb property wrapper |
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1010 :::::::::::::::::::::::: |
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1011 |
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1012 Note: this is implemented by subclasses roundup.cgi.templating.HTMLProperty |
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1013 class (HTMLStringProperty, HTMLNumberProperty, and so on). |
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1014 |
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1015 This wrapper object provides access to a single property of a class. Its |
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1016 value may be either: |
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1017 |
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1018 1. if accessed through a `hyperdb item wrapper`_, then it's a value from the |
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1019 hyperdb |
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1020 2. if access through a `hyperdb class wrapper`_, then it's a value from the |
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1021 CGI form |
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1022 |
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1023 |
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1024 The property wrapper has some useful attributes: |
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1025 |
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1026 =============== ============================================================= |
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1027 Attribute Description |
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1028 =============== ============================================================= |
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1029 _name the name of the property |
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1030 _value the value of the property if any |
|
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1031 =============== ============================================================= |
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|
1032 |
|
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parents:
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|
1033 There are several methods available on these wrapper objects: |
|
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more documentation, fixed bug in request/description
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1034 |
|
1144
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diff
changeset
|
1035 =========== ================================================================= |
|
1123
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1036 Method Description |
|
1144
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diff
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|
1037 =========== ================================================================= |
|
1123
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1038 plain render a "plain" representation of the property |
|
644d3075c2df
more documentation, fixed bug in request/description
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1039 field render a form edit field for the property |
|
1124
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1040 stext only on String properties - render the value of the |
|
1123
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more documentation, fixed bug in request/description
Richard Jones <richard@users.sourceforge.net>
parents:
1113
diff
changeset
|
1041 property as StructuredText (requires the StructureText module |
|
644d3075c2df
more documentation, fixed bug in request/description
Richard Jones <richard@users.sourceforge.net>
parents:
1113
diff
changeset
|
1042 to be installed separately) |
|
1124
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1043 multiline only on String properties - render a multiline form edit |
|
1123
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more documentation, fixed bug in request/description
Richard Jones <richard@users.sourceforge.net>
parents:
1113
diff
changeset
|
1044 field for the property |
|
1124
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1045 email only on String properties - render the value of the |
|
1123
644d3075c2df
more documentation, fixed bug in request/description
Richard Jones <richard@users.sourceforge.net>
parents:
1113
diff
changeset
|
1046 property as an obscured email address |
|
1144
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password edit now has a confirmation field
Richard Jones <richard@users.sourceforge.net>
parents:
1142
diff
changeset
|
1047 confirm only on Password properties - render a second form edit field for |
|
db13f46cb5f9
password edit now has a confirmation field
Richard Jones <richard@users.sourceforge.net>
parents:
1142
diff
changeset
|
1048 the property, used for confirmation that the user typed the |
|
db13f46cb5f9
password edit now has a confirmation field
Richard Jones <richard@users.sourceforge.net>
parents:
1142
diff
changeset
|
1049 password correctly. Generates a field with name "name:confirm". |
|
1124
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more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1050 reldate only on Date properties - render the interval between the |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1051 date and now |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1052 pretty only on Interval properties - render the interval in a |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1053 pretty format (eg. "yesterday") |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1054 menu only on Link and Multilink properties - render a form select |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1055 list for this property |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1056 reverse only on Multilink properties - produce a list of the linked |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1057 items in reverse order |
|
1144
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Richard Jones <richard@users.sourceforge.net>
parents:
1142
diff
changeset
|
1058 =========== ================================================================= |
|
1123
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1059 |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1060 The request variable |
| 1098 | 1061 ~~~~~~~~~~~~~~~~~~~~ |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1062 |
|
1123
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1063 Note: this is implemented by the roundup.cgi.templating.HTMLRequest class. |
|
644d3075c2df
more documentation, fixed bug in request/description
Richard Jones <richard@users.sourceforge.net>
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diff
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|
1064 |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1065 The request variable is packed with information about the current request. |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1066 |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1067 .. taken from roundup.cgi.templating.HTMLRequest docstring |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1068 |
|
1144
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Richard Jones <richard@users.sourceforge.net>
parents:
1142
diff
changeset
|
1069 =========== ================================================================= |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1070 Variable Holds |
|
1144
db13f46cb5f9
password edit now has a confirmation field
Richard Jones <richard@users.sourceforge.net>
parents:
1142
diff
changeset
|
1071 =========== ================================================================= |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1072 form the CGI form as a cgi.FieldStorage |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1073 env the CGI environment variables |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1074 url the current URL path for this request |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1075 base the base URL for this tracker |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1076 user a HTMLUser instance for this user |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1077 classname the current classname (possibly None) |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1078 template the current template (suffix, also possibly None) |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1079 form the current CGI form variables in a FieldStorage |
|
1144
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1080 =========== ================================================================= |
| 1083 | 1081 |
| 1082 **Index page specific variables (indexing arguments)** | |
| 1083 | |
|
1144
db13f46cb5f9
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Richard Jones <richard@users.sourceforge.net>
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1142
diff
changeset
|
1084 =========== ================================================================= |
| 1083 | 1085 Variable Holds |
|
1144
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password edit now has a confirmation field
Richard Jones <richard@users.sourceforge.net>
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1142
diff
changeset
|
1086 =========== ================================================================= |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1087 columns dictionary of the columns to display in an index page |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1088 show a convenience access to columns - request/show/colname will |
| 1098 | 1089 be true if the columns should be displayed, false otherwise |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1090 sort index sort column (direction, column name) |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1091 group index grouping property (direction, column name) |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1092 filter properties to filter the index on |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1093 filterspec values to filter the index on |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1094 search_text text to perform a full-text search on for an index |
|
1144
db13f46cb5f9
password edit now has a confirmation field
Richard Jones <richard@users.sourceforge.net>
parents:
1142
diff
changeset
|
1095 =========== ================================================================= |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1096 |
|
1124
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1097 There are several methods available on the request variable: |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1098 |
|
1144
db13f46cb5f9
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Richard Jones <richard@users.sourceforge.net>
parents:
1142
diff
changeset
|
1099 =============== ============================================================= |
|
1124
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Richard Jones <richard@users.sourceforge.net>
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1123
diff
changeset
|
1100 Method Description |
|
1144
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Richard Jones <richard@users.sourceforge.net>
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1142
diff
changeset
|
1101 =============== ============================================================= |
|
1124
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1102 description render a description of the request - handle for the page |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1103 title |
|
1fc1f92c5f31
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1104 indexargs_form render the current index args as form elements |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1105 indexargs_url render the current index args as a URL |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1106 base_javascript render some javascript that is used by other components of |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1107 the templating |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1108 batch run the current index args through a filter and return a |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1109 list of items (see `hyperdb item wrapper`_, and |
|
1fc1f92c5f31
more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1110 `batching`_) |
|
1144
db13f46cb5f9
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Richard Jones <richard@users.sourceforge.net>
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1142
diff
changeset
|
1111 =============== ============================================================= |
|
1124
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Richard Jones <richard@users.sourceforge.net>
parents:
1123
diff
changeset
|
1112 |
| 1142 | 1113 The form variable |
| 1114 ::::::::::::::::: | |
| 1115 | |
| 1116 The form variable is a little special because it's actually a python | |
| 1117 FieldStorage object. That means that you have two ways to access its | |
| 1118 contents. For example, to look up the CGI form value for the variable | |
| 1119 "name", use the path expression:: | |
| 1120 | |
| 1121 request/form/name/value | |
| 1122 | |
| 1123 or the python expression:: | |
| 1124 | |
| 1125 python:request.form['name'].value | |
| 1126 | |
| 1127 Note the "item" access used in the python case, and also note the explicit | |
| 1128 "value" attribute we have to access. That's because the form variables are | |
| 1129 stored as MiniFieldStorages. If there's more than one "name" value in | |
| 1130 the form, then the above will break since ``request/form/name`` is actually a | |
| 1131 *list* of MiniFieldStorages. So it's best to know beforehand what you're | |
| 1132 dealing with. | |
| 1133 | |
| 1134 | |
|
1123
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1135 The db variable |
|
644d3075c2df
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Richard Jones <richard@users.sourceforge.net>
parents:
1113
diff
changeset
|
1136 ~~~~~~~~~~~~~~~ |
|
644d3075c2df
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Richard Jones <richard@users.sourceforge.net>
parents:
1113
diff
changeset
|
1137 |
|
644d3075c2df
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Richard Jones <richard@users.sourceforge.net>
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1113
diff
changeset
|
1138 Note: this is implemented by the roundup.cgi.templating.HTMLDatabase class. |
|
644d3075c2df
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Richard Jones <richard@users.sourceforge.net>
parents:
1113
diff
changeset
|
1139 |
|
644d3075c2df
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Richard Jones <richard@users.sourceforge.net>
parents:
1113
diff
changeset
|
1140 Allows access to all hyperdb classes as attributes of this variable. If you |
|
644d3075c2df
more documentation, fixed bug in request/description
Richard Jones <richard@users.sourceforge.net>
parents:
1113
diff
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|
1141 want access to the "user" class, for example, you would use:: |
|
644d3075c2df
more documentation, fixed bug in request/description
Richard Jones <richard@users.sourceforge.net>
parents:
1113
diff
changeset
|
1142 |
|
644d3075c2df
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Richard Jones <richard@users.sourceforge.net>
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1113
diff
changeset
|
1143 db/user |
|
644d3075c2df
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Richard Jones <richard@users.sourceforge.net>
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1113
diff
changeset
|
1144 python:db.user |
|
644d3075c2df
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diff
changeset
|
1145 |
|
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Richard Jones <richard@users.sourceforge.net>
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1113
diff
changeset
|
1146 The access results in a `hyperdb class wrapper`_. |
|
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1147 |
|
1213
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Richard Jones <richard@users.sourceforge.net>
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1164
diff
changeset
|
1148 The templates variable |
|
3a5e05edcd87
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Richard Jones <richard@users.sourceforge.net>
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1164
diff
changeset
|
1149 ~~~~~~~~~~~~~~~~~~~~~~ |
|
1073
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More documentation.
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parents:
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diff
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|
1150 |
|
1213
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Richard Jones <richard@users.sourceforge.net>
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1164
diff
changeset
|
1151 Note: this is implemented by the roundup.cgi.templating.Templates class. |
|
3a5e05edcd87
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1152 |
|
3a5e05edcd87
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Richard Jones <richard@users.sourceforge.net>
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1164
diff
changeset
|
1153 This variable doesn't have any useful methods defined. It supports being |
|
3a5e05edcd87
added doc for METAL
Richard Jones <richard@users.sourceforge.net>
parents:
1164
diff
changeset
|
1154 used in expressions to access the templates, and subsequently the template |
|
3a5e05edcd87
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Richard Jones <richard@users.sourceforge.net>
parents:
1164
diff
changeset
|
1155 macros. You may access the templates using the following path expression:: |
|
3a5e05edcd87
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parents:
1164
diff
changeset
|
1156 |
|
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parents:
1164
diff
changeset
|
1157 templates/name |
|
3a5e05edcd87
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1164
diff
changeset
|
1158 |
|
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diff
changeset
|
1159 or the python expression:: |
|
3a5e05edcd87
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1164
diff
changeset
|
1160 |
|
3a5e05edcd87
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parents:
1164
diff
changeset
|
1161 templates[name] |
|
3a5e05edcd87
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parents:
1164
diff
changeset
|
1162 |
|
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diff
changeset
|
1163 where "name" is the name of the template you wish to access. The template you |
|
3a5e05edcd87
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Richard Jones <richard@users.sourceforge.net>
parents:
1164
diff
changeset
|
1164 get access to has one useful attribute, "macros". To access a specific macro |
|
3a5e05edcd87
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parents:
1164
diff
changeset
|
1165 (called "macro_name"), use the path expression:: |
|
3a5e05edcd87
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parents:
1164
diff
changeset
|
1166 |
|
3a5e05edcd87
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parents:
1164
diff
changeset
|
1167 templates/name/macros/macro_name |
|
3a5e05edcd87
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1164
diff
changeset
|
1168 |
|
3a5e05edcd87
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parents:
1164
diff
changeset
|
1169 or the python expression:: |
|
3a5e05edcd87
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1164
diff
changeset
|
1170 |
|
3a5e05edcd87
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1164
diff
changeset
|
1171 templates[name].macros[macro_name] |
|
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1164
diff
changeset
|
1172 |
|
3a5e05edcd87
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parents:
1164
diff
changeset
|
1173 |
|
3a5e05edcd87
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1164
diff
changeset
|
1174 The utils variable |
|
3a5e05edcd87
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1164
diff
changeset
|
1175 ~~~~~~~~~~~~~~~~~~ |
|
1124
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1176 |
|
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1177 Note: this is implemented by the roundup.cgi.templating.TemplatingUtils class. |
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1178 |
|
1144
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|
1179 =============== ============================================================= |
|
1124
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1180 Method Description |
|
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|
1181 =============== ============================================================= |
|
1124
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1182 Batch return a batch object using the supplied list |
|
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|
1183 =============== ============================================================= |
|
1124
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|
1184 |
|
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|
1185 Batching |
|
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|
1186 :::::::: |
|
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1187 |
|
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1188 Use Batch to turn a list of items, or item ids of a given class, into a series |
|
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1189 of batches. Its usage is:: |
|
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|
1190 |
|
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|
1191 python:util.Batch(sequence, size, start, end=0, orphan=0, overlap=0) |
|
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1192 |
|
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1193 or, to get the current index batch:: |
|
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1194 |
|
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1195 request/batch |
|
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1196 |
|
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1197 The parameters are: |
|
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1198 |
|
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|
1199 ========= ================================================================== |
|
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|
1200 Parameter Usage |
|
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|
1201 ========= ================================================================== |
|
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1202 sequence a list of HTMLItems |
|
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|
1203 size how big to make the sequence. |
|
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1204 start where to start (0-indexed) in the sequence. |
|
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|
1205 end where to end (0-indexed) in the sequence. |
|
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|
1206 orphan if the next batch would contain less items than this |
|
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|
1207 value, then it is combined with this batch |
|
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|
1208 overlap the number of items shared between adjacent batches |
|
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|
1209 ========= ================================================================== |
|
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|
1210 |
|
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|
1211 All of the parameters are assigned as attributes on the batch object. In |
|
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|
1212 addition, it has several more attributes: |
|
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|
1213 |
|
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|
1214 =============== ============================================================ |
|
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|
1215 Attribute Description |
|
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|
1216 =============== ============================================================ |
|
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|
1217 start indicates the start index of the batch. *Note: unlike the |
|
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|
1218 argument, is a 1-based index (I know, lame)* |
|
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|
1219 first indicates the start index of the batch *as a 0-based |
|
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|
1220 index* |
|
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|
1221 length the actual number of elements in the batch |
|
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|
1222 sequence_length the length of the original, unbatched, sequence. |
|
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|
1223 =============== ============================================================ |
|
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|
1224 |
|
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|
1225 And several methods: |
|
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|
1226 |
|
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|
1227 =============== ============================================================ |
|
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|
1228 Method Description |
|
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|
1229 =============== ============================================================ |
|
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|
1230 previous returns a new Batch with the previous batch settings |
|
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|
1231 next returns a new Batch with the next batch settings |
|
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|
1232 propchanged detect if the named property changed on the current item |
|
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|
1233 when compared to the last item |
|
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|
1234 =============== ============================================================ |
|
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|
1235 |
|
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|
1236 An example of batching:: |
|
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|
1237 |
|
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|
1238 <table class="otherinfo"> |
|
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|
1239 <tr><th colspan="4" class="header">Existing Keywords</th></tr> |
|
1fc1f92c5f31
more doc, bugfix in Batch
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|
1240 <tr tal:define="keywords db/keyword/list" |
|
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diff
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|
1241 tal:repeat="start python:range(0, len(keywords), 4)"> |
|
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|
1242 <td tal:define="batch python:utils.Batch(keywords, 4, start)" |
|
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|
1243 tal:repeat="keyword batch" tal:content="keyword/name">keyword here</td> |
|
1fc1f92c5f31
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|
1244 </tr> |
|
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|
1245 </table> |
|
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|
1246 |
|
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|
1247 ... which will produce a table with four columns containing the items of the |
|
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more doc, bugfix in Batch
Richard Jones <richard@users.sourceforge.net>
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|
1248 "keyword" class (well, their "name" anyway). |
|
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|
1249 |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1250 Displaying Properties |
| 1098 | 1251 --------------------- |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1252 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1253 Properties appear in the user interface in three contexts: in indices, in |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1254 editors, and as search arguments. |
|
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1255 For each type of property, there are several display possibilities. |
|
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1256 For example, in an index view, a string property may just be |
|
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1257 printed as a plain string, but in an editor view, that property may be |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1258 displayed in an editable field. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1259 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1260 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1261 Index Views |
| 1098 | 1262 ----------- |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1263 |
|
1074
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1264 This is one of the class context views. It is also the default view for |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1265 classes. The template used is "*classname*.index". |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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1073
diff
changeset
|
1266 |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
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|
1267 Index View Specifiers |
| 1098 | 1268 ~~~~~~~~~~~~~~~~~~~~~ |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1269 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1270 An index view specifier (URL fragment) looks like this (whitespace has been |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1271 added for clarity):: |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1272 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1273 /issue?status=unread,in-progress,resolved& |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1274 topic=security,ui& |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1275 :group=+priority& |
| 1098 | 1276 :sort==activity& |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1277 :filters=status,topic& |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
1278 :columns=title,status,fixer |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1279 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1280 The index view is determined by two parts of the specifier: the layout part and |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1281 the filter part. The layout part consists of the query parameters that begin |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1282 with colons, and it determines the way that the properties of selected items |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
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|
1283 are displayed. The filter part consists of all the other query parameters, and |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1284 it determines the criteria by which items are selected for display. |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1285 The filter part is interactively manipulated with the form widgets displayed in |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1286 the filter section. The layout part is interactively manipulated by clicking on |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1287 the column headings in the table. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1288 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1289 The filter part selects the union of the sets of items with values matching any |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1290 specified Link properties and the intersection of the sets of items with values |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1291 matching any specified Multilink properties. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1292 |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1293 The example specifies an index of "issue" items. Only items with a "status" of |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1294 either "unread" or "in-progres" or "resolved" are displayed, and only items |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1295 with "topic" values including both "security" and "ui" are displayed. The items |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1296 are grouped by priority, arranged in ascending order; and within groups, sorted |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1297 by activity, arranged in descending order. The filter section shows filters for |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1298 the "status" and "topic" properties, and the table includes columns for the |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1299 "title", "status", and "fixer" properties. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1300 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1301 Filtering of indexes |
| 1098 | 1302 ~~~~~~~~~~~~~~~~~~~~ |
|
659
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1303 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1304 TODO |
|
659
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Richard Jones <richard@users.sourceforge.net>
parents:
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|
1305 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1306 Searching Views |
| 1098 | 1307 --------------- |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
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changeset
|
1308 |
|
1074
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|
1309 This is one of the class context views. The template used is typically |
|
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|
1310 "*classname*.search". |
|
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|
1311 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
1312 TODO |
|
659
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1313 |
|
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
1314 Item Views |
| 1098 | 1315 ---------- |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1316 |
|
1074
954ad22eb7d9
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|
1317 The basic view of a hyperdb item is provided by the "*classname*.item" |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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diff
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|
1318 template. It generally has three sections; an "editor", a "spool" and a |
|
954ad22eb7d9
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|
1319 "history" section. |
|
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parents:
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|
1320 |
|
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|
1321 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1322 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1323 Editor Section |
| 1098 | 1324 ~~~~~~~~~~~~~~ |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1325 |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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diff
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|
1326 The editor section is used to manipulate the item - it may be a |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1327 static display if the user doesn't have permission to edit the item. |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1328 |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1329 Here's an example of a basic editor template (this is the default "classic" |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1330 template issue item edit form - from the "issue.item" template):: |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1331 |
|
1074
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
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diff
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|
1332 <table class="form"> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1333 <tr> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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|
1334 <th nowrap>Title</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1335 <td colspan=3 tal:content="structure python:context.title.field(size=60)">title</td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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|
1336 </tr> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
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|
1337 |
|
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|
1338 <tr> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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|
1339 <th nowrap>Priority</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1340 <td tal:content="structure context/priority/menu">priority</td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1341 <th nowrap>Status</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1342 <td tal:content="structure context/status/menu">status</td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
1343 </tr> |
|
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parents:
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diff
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|
1344 |
|
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parents:
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diff
changeset
|
1345 <tr> |
|
954ad22eb7d9
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parents:
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|
1346 <th nowrap>Superseder</th> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1347 <td> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1348 <span tal:replace="structure python:context.superseder.field(showid=1, size=20)" /> |
|
1113
a95428868bf4
Added the missing keyword/topic interface to classic template (blush)
Richard Jones <richard@users.sourceforge.net>
parents:
1100
diff
changeset
|
1349 <span tal:replace="structure python:db.issue.classhelp('id,title')" /> |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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diff
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|
1350 <span tal:condition="context/superseder"> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1351 <br>View: <span tal:replace="structure python:context.superseder.link(showid=1)" /> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1352 </span> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1353 </td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1354 <th nowrap>Nosy List</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1355 <td> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
1356 <span tal:replace="structure context/nosy/field" /> |
|
1113
a95428868bf4
Added the missing keyword/topic interface to classic template (blush)
Richard Jones <richard@users.sourceforge.net>
parents:
1100
diff
changeset
|
1357 <span tal:replace="structure python:db.user.classhelp('username,realname,address,phone')" /> |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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changeset
|
1358 </td> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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changeset
|
1359 </tr> |
|
954ad22eb7d9
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parents:
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diff
changeset
|
1360 |
|
954ad22eb7d9
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parents:
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diff
changeset
|
1361 <tr> |
|
954ad22eb7d9
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diff
changeset
|
1362 <th nowrap>Assigned To</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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changeset
|
1363 <td tal:content="structure context/assignedto/menu"> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1364 assignedto menu |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1365 </td> |
|
954ad22eb7d9
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|
1366 <td> </td> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
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|
1367 <td> </td> |
|
954ad22eb7d9
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parents:
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|
1368 </tr> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1369 |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1370 <tr> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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|
1371 <th nowrap>Change Note</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1372 <td colspan=3> |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1373 <textarea name=":note" wrap="hard" rows="5" cols="60"></textarea> |
|
1074
954ad22eb7d9
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|
1374 </td> |
|
954ad22eb7d9
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parents:
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changeset
|
1375 </tr> |
|
954ad22eb7d9
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parents:
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changeset
|
1376 |
|
954ad22eb7d9
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parents:
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diff
changeset
|
1377 <tr> |
|
954ad22eb7d9
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parents:
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|
1378 <th nowrap>File</th> |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1379 <td colspan=3><input type="file" name=":file" size="40"></td> |
|
1074
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more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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|
1380 </tr> |
|
954ad22eb7d9
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|
1381 |
|
954ad22eb7d9
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|
1382 <tr> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
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|
1383 <td> </td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1384 <td colspan=3 tal:content="structure context/submit"> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1385 submit button will go here |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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|
1386 </td> |
|
954ad22eb7d9
more doc, more cleanup
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changeset
|
1387 </tr> |
|
954ad22eb7d9
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diff
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|
1388 </table> |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1389 |
|
673
604c84696461
link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents:
659
diff
changeset
|
1390 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1391 When a change is submitted, the system automatically generates a message |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1392 describing the changed properties. As shown in the example, the editor |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
1393 template can use the ":note" and ":file" fields, which are added to the |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1394 standard change note message generated by Roundup. |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1395 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1396 Spool Section |
| 1098 | 1397 ~~~~~~~~~~~~~ |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1398 |
|
1074
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diff
changeset
|
1399 The spool section lists related information like the messages and files of |
|
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diff
changeset
|
1400 an issue. |
|
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|
1401 |
|
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diff
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|
1402 TODO |
|
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|
1403 |
|
659
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More documentation cleanups.
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|
1404 |
|
1074
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|
1405 History Section |
| 1098 | 1406 ~~~~~~~~~~~~~~~ |
|
1074
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|
1407 |
|
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|
1408 The final section displayed is the history of the item - its database journal. |
|
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|
1409 This is generally generated with the template:: |
|
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|
1410 |
|
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|
1411 <tal:block tal:replace="structure context/history" /> |
|
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|
1412 |
|
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|
1413 *To be done:* |
|
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|
1414 |
|
1089
43ab730ee194
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|
1415 *The actual history entries of the item may be accessed for manual templating |
|
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|
1416 through the "journal" method of the item*:: |
|
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|
1417 |
|
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|
1418 <tal:block tal:repeat="entry context/journal"> |
|
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|
1419 a journal entry |
|
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|
1420 </tal:block> |
|
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|
1421 |
|
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|
1422 *where each journal entry is an HTMLJournalEntry.* |
|
659
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More documentation cleanups.
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|
1423 |
| 1098 | 1424 Defining new web actions |
| 1425 ------------------------ | |
| 1426 | |
| 1427 XXX | |
| 1428 | |
|
910
299f4890427d
documentation reorg post-new-security
Richard Jones <richard@users.sourceforge.net>
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diff
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|
1429 |
| 935 | 1430 Access Controls |
| 1098 | 1431 =============== |
|
910
299f4890427d
documentation reorg post-new-security
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|
1432 |
|
299f4890427d
documentation reorg post-new-security
Richard Jones <richard@users.sourceforge.net>
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diff
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|
1433 A set of Permissions are built in to the security module by default: |
|
299f4890427d
documentation reorg post-new-security
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parents:
909
diff
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|
1434 |
|
299f4890427d
documentation reorg post-new-security
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909
diff
changeset
|
1435 - Edit (everything) |
|
299f4890427d
documentation reorg post-new-security
Richard Jones <richard@users.sourceforge.net>
parents:
909
diff
changeset
|
1436 - View (everything) |
|
299f4890427d
documentation reorg post-new-security
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parents:
909
diff
changeset
|
1437 |
|
299f4890427d
documentation reorg post-new-security
Richard Jones <richard@users.sourceforge.net>
parents:
909
diff
changeset
|
1438 The default interfaces define: |
|
299f4890427d
documentation reorg post-new-security
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parents:
909
diff
changeset
|
1439 |
|
299f4890427d
documentation reorg post-new-security
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909
diff
changeset
|
1440 - Web Registration |
| 935 | 1441 - Web Access |
|
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1442 - Web Roles |
|
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1443 - Email Registration |
| 935 | 1444 - Email Access |
|
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1445 |
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1446 These are hooked into the default Roles: |
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1447 |
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1448 - Admin (Edit everything, View everything, Web Roles) |
| 935 | 1449 - User (Web Access, Email Access) |
|
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1450 - Anonymous (Web Registration, Email Registration) |
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1451 |
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1452 And finally, the "admin" user gets the "Admin" Role, and the "anonymous" user |
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1453 gets the "Anonymous" assigned when the database is initialised on installation. |
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1454 The two default schemas then define: |
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1455 |
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1456 - Edit issue, View issue (both) |
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1457 - Edit file, View file (both) |
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1458 - Edit msg, View msg (both) |
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1459 - Edit support, View support (extended only) |
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1460 |
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1461 and assign those Permissions to the "User" Role. New users are assigned the |
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1462 Roles defined in the config file as: |
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1463 |
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1464 - NEW_WEB_USER_ROLES |
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1465 - NEW_EMAIL_USER_ROLES |
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1466 |
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1467 You may alter the configuration variables to change the Role that new web or |
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1468 email users get, for example to not give them access to the web interface if |
|
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1469 they register through email. |
|
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1470 |
| 935 | 1471 You may use the ``roundup-admin`` "``security``" command to display the |
|
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1472 current Role and Permission configuration in your tracker. |
| 935 | 1473 |
|
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1474 Adding a new Permission |
| 1098 | 1475 ----------------------- |
|
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1476 |
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1477 When adding a new Permission, you will need to: |
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1478 |
|
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1479 1. add it to your tracker's dbinit so it is created |
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1480 2. enable it for the Roles that should have it (verify with |
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1481 "``roundup-admin security``") |
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1482 3. add it to the relevant HTML interface templates |
|
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1483 4. add it to the appropriate xxxPermission methods on in your tracker |
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1484 interfaces module |
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1485 |
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1486 |
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1487 |
| 1100 | 1488 Examples |
| 1489 ======== | |
| 1490 | |
| 1228 | 1491 Adding a new field to the classic schema |
| 1492 ---------------------------------------- | |
| 1100 | 1493 |
| 1494 This example shows how to add a new constrained property (ie. a selection of | |
| 1495 distinct values) to your tracker. | |
| 1098 | 1496 |
| 1497 Introduction | |
| 1100 | 1498 ~~~~~~~~~~~~ |
| 1098 | 1499 |
| 1500 To make the classic schema of roundup useful as a todo tracking system | |
| 1501 for a group of systems administrators, it needed an extra data field | |
| 1502 per issue: a category. | |
| 1503 | |
| 1504 This would let sysads quickly list all todos in their particular | |
| 1505 area of interest without having to do complex queries, and without | |
| 1506 relying on the spelling capabilities of other sysads (a losing | |
| 1507 proposition at best). | |
| 1508 | |
| 1509 Adding a field to the database | |
| 1100 | 1510 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1511 |
| 1512 This is the easiest part of the change. The category would just be a plain | |
| 1513 string, nothing fancy. To change what is in the database you need to add | |
| 1514 some lines to the ``open()`` function in ``dbinit.py``:: | |
| 1515 | |
| 1516 category = Class(db, "category", name=String()) | |
| 1517 category.setkey("name") | |
| 1518 | |
| 1519 Here we are setting up a chunk of the database which we are calling | |
| 1520 "category". It contains a string, which we are refering to as "name" for | |
| 1521 lack of a more imaginative title. Then we are setting the key of this chunk | |
| 1522 of the database to be that "name". This is equivalent to an index for | |
| 1523 database types. This also means that there can only be one category with a | |
| 1524 given name. | |
| 1525 | |
| 1526 Adding the above lines allows us to create categories, but they're not tied | |
| 1527 to the issues that we are going to be creating. It's just a list of categories | |
| 1528 off on its own, which isn't much use. We need to link it in with the issues. | |
| 1529 To do that, find the lines in the ``open()`` function in ``dbinit.py`` which | |
| 1530 set up the "issue" class, and then add a link to the category:: | |
| 1531 | |
| 1532 issue = IssueClass(db, "issue", ... , category=Multilink("category"), ... ) | |
| 1533 | |
| 1534 The Multilink() means that each issue can have many categories. If you were | |
| 1535 adding something with a more one to one relationship use Link() instead. | |
| 1536 | |
| 1537 That is all you need to do to change the schema. The rest of the effort is | |
| 1538 fiddling around so you can actually use the new category. | |
| 1539 | |
| 1540 Setting up security on the new objects | |
| 1100 | 1541 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1542 |
| 1543 By default only the admin user can look at and change objects. This doesn't | |
| 1544 suit us, as we want any user to be able to create new categories as | |
| 1545 required, and obviously everyone needs to be able to view the categories of | |
| 1546 issues for it to be useful. | |
| 1547 | |
| 1548 We therefore need to change the security of the category objects. This is | |
| 1549 also done in the ``open()`` function of ``dbinit.py``. | |
| 1550 | |
| 1551 There are currently two loops which set up permissions and then assign them | |
| 1552 to various roles. Simply add the new "category" to both lists:: | |
| 1553 | |
| 1554 # new permissions for this schema | |
| 1555 for cl in 'issue', 'file', 'msg', 'user', 'category': | |
| 1556 db.security.addPermission(name="Edit", klass=cl, | |
| 1557 description="User is allowed to edit "+cl) | |
| 1558 db.security.addPermission(name="View", klass=cl, | |
| 1559 description="User is allowed to access "+cl) | |
| 1560 | |
| 1561 # Assign the access and edit permissions for issue, file and message | |
| 1562 # to regular users now | |
| 1563 for cl in 'issue', 'file', 'msg', 'category': | |
| 1564 p = db.security.getPermission('View', cl) | |
| 1565 db.security.addPermissionToRole('User', p) | |
| 1566 p = db.security.getPermission('Edit', cl) | |
| 1567 db.security.addPermissionToRole('User', p) | |
| 1568 | |
| 1569 So you are in effect doing the following:: | |
| 1570 | |
| 1571 db.security.addPermission(name="Edit", klass='category', | |
| 1572 description="User is allowed to edit "+'category') | |
| 1573 db.security.addPermission(name="View", klass='category', | |
| 1574 description="User is allowed to access "+'category') | |
| 1575 | |
| 1576 which is creating two permission types; that of editing and viewing | |
| 1577 "category" objects respectively. Then the following lines assign those new | |
| 1578 permissions to the "User" role, so that normal users can view and edit | |
| 1579 "category" objects:: | |
| 1580 | |
| 1581 p = db.security.getPermission('View', 'category') | |
| 1582 db.security.addPermissionToRole('User', p) | |
| 1583 | |
| 1584 p = db.security.getPermission('Edit', 'category') | |
| 1585 db.security.addPermissionToRole('User', p) | |
| 1586 | |
| 1587 This is all the work that needs to be done for the database. It will store | |
| 1588 categories, and let users view and edit them. Now on to the interface | |
| 1589 stuff. | |
| 1590 | |
| 1591 Changing the web left hand frame | |
| 1100 | 1592 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1593 |
| 1594 We need to give the users the ability to create new categories, and the | |
| 1595 place to put the link to this functionality is in the left hand function | |
| 1596 bar, under the "Issues" area. The file that defines how this area looks is | |
| 1597 ``html/page``, which is what we are going to be editing next. | |
| 1598 | |
| 1599 If you look at this file you can see that it contains a lot of "classblock" | |
| 1600 sections which are chunks of HTML that will be included or excluded in the | |
| 1601 output depending on whether the condition in the classblock is met. Under | |
| 1602 the end of the classblock for issue is where we are going to add the | |
| 1603 category code:: | |
| 1604 | |
| 1605 <p class="classblock" | |
| 1606 tal:condition="python:request.user.hasPermission('View', 'category')"> | |
| 1607 <b>Categories</b><br> | |
| 1608 <a tal:condition="python:request.user.hasPermission('Edit', 'category')" | |
| 1609 href="category?:template=item">New Category<br></a> | |
| 1610 </p> | |
| 1611 | |
| 1612 The first two lines is the classblock definition, which sets up a condition | |
| 1613 that only users who have "View" permission to the "category" object will | |
| 1614 have this section included in their output. Next comes a plain "Categories" | |
| 1615 header in bold. Everyone who can view categories will get that. | |
| 1616 | |
| 1617 Next comes the link to the editing area of categories. This link will only | |
| 1618 appear if the condition is matched: that condition being that the user has | |
| 1619 "Edit" permissions for the "category" objects. If they do have permission | |
| 1620 then they will get a link to another page which will let the user add new | |
| 1621 categories. | |
| 1622 | |
| 1623 Note that if you have permission to view but not edit categories then all | |
| 1624 you will see is a "Categories" header with nothing underneath it. This is | |
| 1625 obviously not very good interface design, but will do for now. I just claim | |
| 1626 that it is so I can add more links in this section later on. However to fix | |
| 1627 the problem you could change the condition in the classblock statement, so | |
| 1628 that only users with "Edit" permission would see the "Categories" stuff. | |
| 1629 | |
| 1630 Setting up a page to edit categories | |
| 1100 | 1631 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1632 |
| 1633 We defined code in the previous section which let users with the | |
| 1634 appropriate permissions see a link to a page which would let them edit | |
| 1635 conditions. Now we have to write that page. | |
| 1636 | |
| 1637 The link was for the item template for the category object. This translates | |
| 1638 into the system looking for a file called ``category.item`` in the ``html`` | |
| 1639 tracker directory. This is the file that we are going to write now. | |
| 1640 | |
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1641 First we add an info tag in a comment which doesn't affect the outcome |
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1642 of the code at all but is useful for debugging. If you load a page in a |
| 1098 | 1643 browser and look at the page source, you can see which sections come |
| 1644 from which files by looking for these comments:: | |
| 1645 | |
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1646 <!-- category.item --> |
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1647 |
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1648 Next we need to add in the METAL macro stuff so we get the normal page |
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1649 trappings:: |
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1650 |
| 1214 | 1651 <tal:block metal:use-macro="templates/page/macros/icing"> |
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1652 <title metal:fill-slot="head_title">Category editing</title> |
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1653 <td class="page-header-top" metal:fill-slot="body_title"> |
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1654 <h2>Category editing</h2> |
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1655 </td> |
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1656 <td class="content" metal:fill-slot="content"> |
| 1098 | 1657 |
| 1658 Next we need to setup up a standard HTML form, which is the whole | |
| 1659 purpose of this file. We link to some handy javascript which sends the form | |
| 1660 through only once. This is to stop users hitting the send button | |
| 1661 multiple times when they are impatient and thus having the form sent | |
| 1662 multiple times:: | |
| 1663 | |
| 1664 <form method="POST" onSubmit="return submit_once()" | |
| 1665 enctype="multipart/form-data"> | |
| 1666 | |
| 1667 Next we define some code which sets up the minimum list of fields that we | |
| 1668 require the user to enter. There will be only one field, that of "name", so | |
| 1669 they user better put something in it otherwise the whole form is pointless:: | |
| 1670 | |
| 1671 <input type="hidden" name=":required" value="name"> | |
| 1672 | |
| 1673 To get everything to line up properly we will put everything in a table, | |
| 1674 and put a nice big header on it so the user has an idea what is happening:: | |
| 1675 | |
| 1676 <table class="form"> | |
|
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1677 <tr><th class="header" colspan=2>Category</th></tr> |
| 1098 | 1678 |
| 1679 Next we need the actual field that the user is going to enter the new | |
| 1680 category. The "context.name.field(size=60)" bit tells roundup to generate a | |
| 1681 normal HTML field of size 60, and the contents of that field will be the | |
| 1682 "name" variable of the current context (which is "category"). The upshot of | |
| 1683 this is that when the user types something in to the form, a new category | |
| 1684 will be created with that name:: | |
| 1685 | |
| 1686 <tr> | |
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1687 <th nowrap>Name</th> |
| 1098 | 1688 <td tal:content="structure python:context.name.field(size=60)">name</td> |
| 1689 </tr> | |
| 1690 | |
|
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1691 Then a submit button so that the user can submit the new category:: |
| 1098 | 1692 |
| 1693 <tr> | |
| 1694 <td> </td> | |
| 1695 <td colspan=3 tal:content="structure context/submit"> | |
| 1696 submit button will go here | |
| 1697 </td> | |
| 1698 </tr> | |
| 1699 | |
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1700 Finally we finish off the tags we used at the start to do the METAL stuff:: |
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1701 |
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1702 </td> |
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1703 </tal:block> |
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1704 |
| 1098 | 1705 So putting it all together, and closing the table and form we get:: |
| 1706 | |
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1707 <!-- category.item --> |
| 1214 | 1708 <tal:block metal:use-macro="templates/page/macros/icing"> |
|
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1709 <title metal:fill-slot="head_title">Category editing</title> |
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1710 <td class="page-header-top" metal:fill-slot="body_title"> |
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1711 <h2>Category editing</h2> |
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1712 </td> |
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1713 <td class="content" metal:fill-slot="content"> |
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1714 <form method="POST" onSubmit="return submit_once()" |
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1715 enctype="multipart/form-data"> |
| 1098 | 1716 |
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1717 <input type="hidden" name=":required" value="name"> |
| 1098 | 1718 |
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1719 <table class="form"> |
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1720 <tr><th class="header" colspan=2>Category</th></tr> |
| 1098 | 1721 |
|
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1722 <tr> |
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1723 <th nowrap>Name</th> |
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1724 <td tal:content="structure python:context.name.field(size=60)">name</td> |
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1725 </tr> |
| 1098 | 1726 |
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1727 <tr> |
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1728 <td> </td> |
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1729 <td colspan=3 tal:content="structure context/submit"> |
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1730 submit button will go here |
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1731 </td> |
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1732 </tr> |
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1733 </table> |
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1734 </form> |
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1735 </td> |
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1736 </tal:block> |
| 1098 | 1737 |
| 1738 This is quite a lot to just ask the user one simple question, but | |
| 1739 there is a lot of setup for basically one line (the form line) to do | |
| 1740 its work. To add another field to "category" would involve one more line | |
| 1741 (well maybe a few extra to get the formatting correct). | |
| 1742 | |
| 1743 Adding the category to the issue | |
| 1100 | 1744 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1745 |
| 1746 We now have the ability to create issues to our hearts content, but | |
| 1747 that is pointless unless we can assign categories to issues. Just like | |
| 1748 the ``html/category.item`` file was used to define how to add a new | |
| 1749 category, the ``html/issue.item`` is used to define how a new issue is | |
| 1750 created. | |
| 1751 | |
| 1752 Just like ``category.issue`` this file defines a form which has a table to lay | |
| 1753 things out. It doesn't matter where in the table we add new stuff, | |
| 1754 it is entirely up to your sense of aesthetics:: | |
| 1755 | |
| 1756 <th nowrap>Category</th> | |
| 1757 <td><span tal:replace="structure context/category/field" /> | |
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1758 <span tal:replace="structure db/category/classhelp" /> |
| 1098 | 1759 </td> |
| 1760 | |
| 1761 First we define a nice header so that the user knows what the next section | |
| 1762 is, then the middle line does what we are most interested in. This | |
| 1763 ``context/category/field`` gets replaced with a field which contains the | |
| 1764 category in the current context (the current context being the new issue). | |
| 1765 | |
| 1766 The classhelp lines generate a link (labelled "list") to a popup window | |
| 1767 which contains the list of currently known categories. | |
| 1768 | |
| 1769 Searching on categories | |
| 1100 | 1770 ~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1771 |
| 1772 We can add categories, and create issues with categories. The next obvious | |
| 1773 thing that we would like to be would be to search issues based on their | |
| 1774 category, so that any one working on the web server could look at all | |
| 1775 issues in the category "Web" for example. | |
| 1776 | |
| 1777 If you look in the html/page file and look for the "Search Issues" you will | |
| 1778 see that it looks something like ``<a href="issue?:template=search">Search | |
| 1779 Issues</a>`` which shows us that when you click on "Search Issues" it will | |
| 1780 be looking for a ``issue.search`` file to display. So that is indeed the file | |
| 1781 that we are going to change. | |
| 1782 | |
| 1783 If you look at this file it should be starting to seem familiar. It is a | |
| 1784 simple HTML form using a table to define structure. You can add the new | |
| 1785 category search code anywhere you like within that form:: | |
| 1786 | |
| 1787 <tr> | |
| 1788 <th>Category:</th> | |
| 1789 <td> | |
| 1790 <select name="category"> | |
| 1791 <option value="">don't care</option> | |
| 1792 <option value="">------------</option> | |
| 1793 <option tal:repeat="s db/category/list" tal:attributes="value s/name" | |
| 1794 tal:content="s/name">category to filter on</option> | |
| 1795 </select> | |
| 1796 </td> | |
| 1797 <td><input type="checkbox" name=":columns" value="category" checked></td> | |
| 1798 <td><input type="radio" name=":sort" value="category"></td> | |
| 1799 <td><input type="radio" name=":group" value="category"></td> | |
| 1800 </tr> | |
| 1801 | |
| 1802 Most of this is straightforward to anyone who knows HTML. It is just | |
| 1803 setting up a select list followed by a checkbox and a couple of radio | |
| 1804 buttons. | |
| 1805 | |
| 1806 The ``tal:repeat`` part repeats the tag for every item in the "category" | |
| 1807 table and setting "s" to be each category in turn. | |
| 1808 | |
| 1809 The ``tal:attributes`` part is setting up the ``value=`` part of the option tag | |
| 1810 to be the name part of "s" which is the current category in the loop. | |
| 1811 | |
| 1812 The ``tal:content`` part is setting the contents of the option tag to be the | |
| 1813 name part of "s" again. For objects more complex than category, obviously | |
| 1814 you would put an id in the value, and the descriptive part in the content; | |
| 1815 but for category they are the same. | |
| 1816 | |
| 1817 Adding category to the default view | |
| 1100 | 1818 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1819 |
| 1820 We can now add categories, add issues with categories, and search issues | |
| 1821 based on categories. This is everything that we need to do, however there | |
| 1822 is some more icing that we would like. I think the category of an issue is | |
| 1823 important enough that it should be displayed by default when listing all | |
| 1824 the issues. | |
| 1825 | |
| 1826 Unfortunately, this is a bit less obvious than the previous steps. The code | |
| 1827 defining how the issues look is in ``html/issue.index``. This is a large table | |
| 1828 with a form down the bottom for redisplaying and so forth. | |
| 1829 | |
| 1830 Firstly we need to add an appropriate header to the start of the table:: | |
| 1831 | |
| 1832 <th tal:condition="request/show/category">Category</th> | |
| 1833 | |
| 1834 The condition part of this statement is so that if the user has selected | |
| 1835 not to see the Category column then they won't. | |
| 1836 | |
| 1837 The rest of the table is a loop which will go through every issue that | |
| 1838 matches the display criteria. The loop variable is "i" - which means that | |
| 1839 every issue gets assigned to "i" in turn. | |
| 1840 | |
| 1841 The new part of code to display the category will look like this:: | |
| 1842 | |
| 1843 <td tal:condition="request/show/category" tal:content="i/category"></td> | |
| 1844 | |
| 1845 The condition is the same as above: only display the condition when the | |
| 1846 user hasn't asked for it to be hidden. The next part is to set the content | |
| 1847 of the cell to be the category part of "i" - the current issue. | |
| 1848 | |
| 1849 Finally we have to edit ``html/page`` again. This time to tell it that when the | |
| 1850 user clicks on "Unnasigned Issues" or "All Issues" that the category should | |
| 1851 be displayed. If you scroll down the page file, you can see the links with | |
| 1852 lots of options. The option that we are interested in is the ``:columns=`` one | |
| 1853 which tells roundup which fields of the issue to display. Simply add | |
| 1854 "category" to that list and it all should work. | |
| 1855 | |
| 1856 | |
| 1100 | 1857 Adding in state transition control |
| 1858 ---------------------------------- | |
| 1859 | |
| 1860 Sometimes tracker admins want to control the states that users may move issues | |
| 1861 to. | |
| 1862 | |
| 1863 1. add a Multilink property to the status class:: | |
| 1864 | |
| 1865 stat = Class(db, "status", ... , transitions=Multilink('status'), ...) | |
| 1866 | |
| 1867 and then edit the statuses already created through the web using the | |
| 1868 generic class list / CSV editor. | |
| 1869 | |
| 1870 2. add an auditor module ``checktransition.py`` in your tracker's | |
| 1871 ``detectors`` directory:: | |
| 1872 | |
| 1873 def checktransition(db, cl, nodeid, newvalues): | |
| 1874 ''' Check that the desired transition is valid for the "status" | |
| 1875 property. | |
| 1876 ''' | |
| 1877 if not newvalues.has_key('status'): | |
| 1878 return | |
| 1879 current = cl.get(nodeid, 'status') | |
| 1880 new = newvalues['status'] | |
| 1881 if new == current: | |
| 1882 return | |
| 1883 ok = db.status.get(current, 'transitions') | |
| 1884 if new not in ok: | |
| 1885 raise ValueError, 'Status not allowed to move from "%s" to "%s"'%( | |
| 1886 db.status.get(current, 'name'), db.status.get(new, 'name')) | |
| 1887 | |
| 1888 def init(db): | |
| 1889 db.issue.audit('set', checktransition) | |
| 1890 | |
| 1891 3. in the ``issue.item`` template, change the status editing bit from:: | |
| 1892 | |
| 1893 <th nowrap>Status</th> | |
| 1894 <td tal:content="structure context/status/menu">status</td> | |
| 1895 | |
| 1896 to:: | |
| 1897 | |
| 1898 <th nowrap>Status</th> | |
| 1899 <td> | |
| 1900 <select tal:condition="context/id" name="status"> | |
| 1901 <tal:block tal:define="ok context/status/transitions" | |
| 1902 tal:repeat="state db/status/list"> | |
| 1903 <option tal:condition="python:state.id in ok" | |
| 1904 tal:attributes="value state/id; | |
| 1905 selected python:state.id == context.status.id" | |
| 1906 tal:content="state/name"></option> | |
| 1907 </tal:block> | |
| 1908 </select> | |
| 1909 <tal:block tal:condition="not:context/id" | |
| 1910 tal:replace="structure context/status/menu" /> | |
| 1911 </td> | |
| 1912 | |
| 1913 which displays only the allowed status to transition to. | |
| 1914 | |
| 1915 | |
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1916 Displaying entire message contents in the issue display |
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1917 ------------------------------------------------------- |
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1918 |
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1919 Alter the issue.item template section for messages to:: |
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1920 |
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1921 <table class="messages" tal:condition="context/messages"> |
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1922 <tr><th colspan=3 class="header">Messages</th></tr> |
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1923 <tal:block tal:repeat="msg context/messages/reverse"> |
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1924 <tr> |
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1925 <th><a tal:attributes="href string:msg${msg/id}" |
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1926 tal:content="string:msg${msg/id}"></a></th> |
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1927 <th tal:content="string:Author: ${msg/author}">author</th> |
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1928 <th tal:content="string:Date: ${msg/date}">date</th> |
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1929 </tr> |
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1930 <tr> |
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1931 <td colspan="3" class="content"> |
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1932 <pre tal:content="msg/content">content</pre> |
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1933 </td> |
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1934 </tr> |
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1935 </tal:block> |
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1936 </table> |
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1937 |
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1938 Restricting the list of users that are assignable to a task |
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1939 ----------------------------------------------------------- |
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1940 |
| 1150 | 1941 1. In your tracker's "dbinit.py", create a new Role, say "Developer":: |
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1942 |
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1943 db.security.addRole(name='Developer', description='A developer') |
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1944 |
| 1150 | 1945 2. Just after that, create a new Permission, say "Fixer", specific to "issue":: |
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1946 |
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1947 p = db.security.addPermission(name='Fixer', klass='issue', |
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1948 description='User is allowed to be assigned to fix issues') |
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1949 |
| 1150 | 1950 3. Then assign the new Permission to your "Developer" Role:: |
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1951 |
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1952 db.security.addPermissionToRole('Developer', p) |
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1953 |
| 1150 | 1954 4. In the issue item edit page ("html/issue.item" in your tracker dir), use |
| 1955 the new Permission in restricting the "assignedto" list:: | |
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1956 |
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1957 <select name="assignedto"> |
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1958 <option value="-1">- no selection -</option> |
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1959 <tal:block tal:repeat="user db/user/list"> |
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1960 <option tal:condition="python:user.hasPermission('Fixer', context.classname)" |
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1961 tal:attributes="value user/id; |
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1962 selected python:user.id == context.assignedto" |
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1963 tal:content="user/realname"></option> |
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1964 </tal:block> |
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1965 </select> |
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1966 |
| 1149 | 1967 For extra security, you may wish to set up an auditor to enforce the |
| 1150 | 1968 Permission requirement (install this as "assignedtoFixer.py" in your tracker |
| 1969 "detectors" directory):: | |
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1970 |
| 1149 | 1971 def assignedtoMustBeFixer(db, cl, nodeid, newvalues): |
| 1972 ''' Ensure the assignedto value in newvalues is a used with the Fixer | |
| 1973 Permission | |
| 1974 ''' | |
| 1975 if not newvalues.has_key('assignedto'): | |
| 1976 # don't care | |
| 1977 return | |
| 1978 | |
| 1979 # get the userid | |
| 1980 userid = newvalues['assignedto'] | |
| 1981 if not db.security.hasPermission('Fixer', userid, cl.classname): | |
| 1982 raise ValueError, 'You do not have permission to edit %s'%cl.classname | |
| 1983 | |
| 1984 def init(db): | |
| 1985 db.issue.audit('set', assignedtoMustBeFixer) | |
| 1986 db.issue.audit('create', assignedtoMustBeFixer) | |
| 1987 | |
| 1988 So now, if the edit attempts to set the assignedto to a user that doesn't have | |
| 1989 the "Fixer" Permission, the error will be raised. | |
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1990 |
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1991 |
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1992 Setting up a "wizard" (or "druid") for controlled adding of issues |
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1993 ------------------------------------------------------------------ |
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1994 |
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1995 1. Set up the page templates you wish to use for data input. My wizard |
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1996 is going to be a two-step process, first figuring out what category of |
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1997 issue the user is submitting, and then getting details specific to that |
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1998 category. The first page includes a table of help, explaining what the |
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1999 category names mean, and then the core of the form:: |
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2000 |
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2001 <form method="POST" onSubmit="return submit_once()" |
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2002 enctype="multipart/form-data"> |
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2003 <input type="hidden" name=":template" value="add_page1"> |
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2004 <input type="hidden" name=":action" value="page1submit"> |
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2005 |
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2006 <strong>Category:</strong> |
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1156
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2007 <tal:block tal:replace="structure context/category/menu" /> |
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2008 <input type="submit" value="Continue"> |
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2009 </form> |
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2010 |
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2011 The next page has the usual issue entry information, with the addition of |
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2012 the following form fragments:: |
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2013 |
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2014 <form method="POST" onSubmit="return submit_once()" |
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2015 enctype="multipart/form-data" tal:condition="context/is_edit_ok" |
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2016 tal:define="cat request/form/category/value"> |
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2017 |
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2018 <input type="hidden" name=":template" value="add_page2"> |
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2019 <input type="hidden" name=":required" value="title"> |
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2020 <input type="hidden" name="category" tal:attributes="value cat"> |
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2021 |
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2022 . |
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2023 . |
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2024 . |
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2025 </form> |
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2026 |
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2027 Note that later in the form, I test the value of "cat" include form |
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2028 elements that are appropriate. For example:: |
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2029 |
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2030 <tal:block tal:condition="python:cat in '6 10 13 14 15 16 17'.split()"> |
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2031 <tr> |
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2032 <th nowrap>Operating System</th> |
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2033 <td tal:content="structure context/os/field"></td> |
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2034 </tr> |
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2035 <tr> |
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2036 <th nowrap>Web Browser</th> |
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2037 <td tal:content="structure context/browser/field"></td> |
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2038 </tr> |
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2039 </tal:block> |
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2040 |
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2041 ... the above section will only be displayed if the category is one of 6, |
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2042 10, 13, 14, 15, 16 or 17. |
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2043 |
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2044 3. Determine what actions need to be taken between the pages - these are |
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2045 usually to validate user choices and determine what page is next. Now |
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2046 encode those actions in methods on the interfaces Client class and insert |
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2047 hooks to those actions in the "actions" attribute on that class, like so:: |
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2048 |
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2049 actions = client.Class.actions + ( |
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2050 ('page1_submit', page1SubmitAction), |
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2051 ) |
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2052 |
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2053 def page1SubmitAction(self): |
|
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2054 ''' Verify that the user has selected a category, and then move on |
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2055 to page 2. |
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2056 ''' |
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2057 category = self.form['category'].value |
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2058 if category == '-1': |
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2059 self.error_message.append('You must select a category of report') |
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2060 return |
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2061 # everything's ok, move on to the next page |
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2062 self.template = 'add_page2' |
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2063 |
| 1164 | 2064 4. Use the usual "new" action as the :action on the final page, and you're |
|
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2065 done (the standard context/submit method can do this for you). |
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2066 |
| 1098 | 2067 ------------------- |
|
659
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More documentation cleanups.
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2068 |
|
686
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2069 Back to `Table of Contents`_ |
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2070 |
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2071 .. _`Table of Contents`: index.html |
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2072 |