Mercurial > p > roundup > code
annotate doc/user_guide.txt @ 8253:cae1bbf2536b
fix: issue2551374 - Add error handling for filter expressions. Fix UI
Errors are now reported using the search template.
This should work in most situations. However if the query was
generated using an alternate search template, the user may not be able
to fix it. I'm not sure how to tell what template was used to submit
the search. By the time I handle the error, I don't think I have
access to an ok template or error template. Might need to add a new
field if this becomes a problem.
Also fixed a couple of tests changing the status code to 200 from 400
since we aren't on an error page anymore.
Updated user_guide including 3 sample error messages for search
expressions and how to understand them.
| author | John Rouillard <rouilj@ieee.org> |
|---|---|
| date | Wed, 01 Jan 2025 02:06:00 -0500 |
| parents | 079958914ed7 |
| children | 7d72b9a9fe9c |
| rev | line source |
|---|---|
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1 .. meta:: |
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2 :description: |
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3 Describes how to interact with a tracker based on the |
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4 Roundup Issue Tracker. Covers web (html), and email |
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5 interfaces. |
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6 |
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7 ========== |
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8 User Guide |
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9 ========== |
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10 |
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11 .. contents:: |
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12 :local: |
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13 |
| 2409 | 14 .. hint:: |
| 15 This document will refer to *issues* as the primary store of | |
| 16 information in the tracker. This is the default of the classic template, | |
| 17 but may vary in any given installation. | |
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18 |
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19 |
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20 Your Tracker in a Nutshell |
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21 ========================== |
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22 |
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23 Your tracker holds information about issues in bundles called *items*. |
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24 An item can be an *issue* (a bug or feature request) or a *user*. The |
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25 issue-ness or user-ness is called the item's *class*. For bug |
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26 reports and features, the class is "issue", and for users the class is |
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27 "user". |
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28 |
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29 Each item in the tracker possesses an ID number that identifies it |
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30 alongside its item class. The combination of the class and ID number |
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31 into a label identifies a specific issue or user. For instance, user 1 |
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32 (who, by the way, always serves as the "admin" user) gets referred to |
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33 as "user1". Issue number 315 gets denoted as "issue315". This label |
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34 receives the designation of the item's :term:designator. |
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35 |
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36 Roundup never deletes items from the database. Instead, items get |
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37 "retired". Viewing the item using its ID is still possible - thus, |
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38 "removing" an item does not disrupt references to it. A retired item |
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39 will not appear in the class listing. |
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40 |
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41 Accessing the Tracker |
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42 --------------------- |
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43 |
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44 You may access your tracker in three ways: |
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45 |
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46 1. through the `web interface`_, |
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47 2. through the `e-mail gateway`_, or |
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48 3. using the `command line tool`_. |
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49 |
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50 The last is usually only used by administrators. Most users will use the |
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51 web and e-mail interfaces. All three are explained below. |
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52 |
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53 .. _command line tool: admin_guide.html#using-roundup-admin |
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54 |
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55 Issue life cycles in Roundup |
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56 ---------------------------- |
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57 |
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58 New issues may be submitted via the web or e-mail. |
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59 |
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60 By default, the issue will have the status "unread". When the issue |
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61 receives another message, its status will change to "chatting". |
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62 |
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63 Often, the "home" page for a tracker display all open issues (closed |
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64 issues have a status of resolved, or done-cbb (cbb - could be |
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65 better)). |
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66 |
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67 If an issue is closed, and a new message is received then it'll be |
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68 reopened to the state of "chatting". |
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69 |
| 5827 | 70 The full set of **priority** and **status** values are: |
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71 |
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72 .. table:: Default priorities defined for the classic template. |
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73 :name: priority table |
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74 :widths: auto |
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75 |
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76 =========== ===================================== |
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77 Priority Description |
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78 =========== ===================================== |
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79 "critical" panic: work is stopped! |
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80 "urgent" important, but not deadly |
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81 "bug" lost work or incorrect results |
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82 "feature" want missing functionality |
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83 "wish" avoidable bugs, missing conveniences |
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84 =========== ===================================== |
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85 |
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86 |
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87 .. table:: Default statuses defined for the classic template. |
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88 :name: status table |
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89 :widths: auto |
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90 |
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91 ============= ===================================== |
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92 Status Description |
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93 ============= ===================================== |
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94 "unread" submitted but no action yet |
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95 "deferred" intentionally set aside |
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96 "chatting" under review or seeking clarification |
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97 "need-eg" need a reproducible example of a bug |
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98 "in-progress" understood; development in progress |
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99 "testing" we think it's done; others, please test |
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100 "done-cbb" okay for now, but could be better |
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101 "resolved" fix has been released |
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102 ============= ===================================== |
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103 |
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104 The tracker you are using may have different priorities and |
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105 statuses. See your tracker admin for local details. |
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106 |
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107 .. _query-tracker: |
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108 |
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109 Entering values in your Tracker |
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110 ------------------------------- |
| 1575 | 111 |
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112 All interfaces to your tracker use the same format for entering values. |
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113 This means the web interface for entering a new issue, the web interface |
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114 for searching issues, the e-mail interface and even the command-line |
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115 administration tool. |
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116 |
| 1575 | 117 String and Numeric properties |
| 118 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 119 | |
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120 These fields just take a plain text value, like ``It's broken``. |
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121 |
| 1575 | 122 |
| 123 Boolean properties | |
| 124 ~~~~~~~~~~~~~~~~~~ | |
| 125 | |
| 126 These fields take a value which indicates "yes"/"no", "true"/"false", | |
| 127 "1"/"0" or "on"/"off". | |
| 128 | |
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129 |
| 1575 | 130 Constrained (link and multilink) properties |
| 131 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | |
| 132 | |
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133 Fields like "Assigned To" and "Keywords" hold references to items in other |
| 1575 | 134 classes ("user" and "keyword" in those two cases.) |
| 135 | |
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136 Sometimes, the selection is done through a menu, like in the "Assigned |
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137 To" field. |
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138 |
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139 Where the input is not a simple menu selection, we use a comma-separated |
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140 list of values to indicated which values of "user" or "keyword" are |
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141 interesting. The values may be either numeric ids or the names of items. |
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142 The special value "-1" may be used to match items where the property is |
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143 not set. For example, the following searches on the issues: |
| 1575 | 144 |
| 145 ``assignedto=richard,george`` | |
| 146 match issues which are assigned to richard or george. | |
| 147 ``assignedto=-1`` | |
| 148 match issues that are not assigned to a user. | |
| 149 ``assignedto=2,3,40`` | |
| 150 match issues that are assigned to users 2, 3 or 40. | |
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151 ``keyword=user interface`` |
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152 match issues with the keyword "user interface" in their keyword list |
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153 ``keyword=web interface,e-mail interface`` |
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154 match issues with the keyword "web interface" or "e-mail interface" in |
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155 their keyword list |
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156 ``keyword=-1`` |
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157 match issues with no keywords set |
| 1575 | 158 |
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159 When entering the value for a constrained property you may have a |
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160 helper (also called classhelper) available by clicking on a link |
| 8032 | 161 usually displayed as ``(list)``. See the section `Using the |
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162 Classhelper`_ for details. |
| 1575 | 163 |
| 164 Date properties | |
| 165 ~~~~~~~~~~~~~~~ | |
| 166 | |
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167 Date-and-time stamps are specified with the date in |
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168 international standard format (``yyyy-mm-dd``) joined to the time |
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169 (``hh:mm:ss``) by a period ``.``. Dates in this form can be easily |
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170 compared and are fairly readable when printed. An example of a valid |
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171 stamp is ``2000-06-24.13:03:59``. We'll call this the "full date |
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172 format". When Timestamp objects are printed as strings, they appear in |
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173 the full date format. |
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174 |
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175 For user input, some partial forms are also permitted: the whole time or |
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176 just the seconds may be omitted; and the whole date may be omitted or |
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177 just the year may be omitted. If the time is given, the time is |
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178 interpreted in the user's local time zone. The Date constructor takes |
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179 care of these conversions. In the following examples, suppose that |
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180 ``yyyy`` is the current year, ``mm`` is the current month, and ``dd`` is |
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181 the current day of the month. |
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182 |
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183 - "2000-04-17" means <Date 2000-04-17.00:00:00> |
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184 - "01-25" means <Date yyyy-01-25.00:00:00> |
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185 - "2000-04-17.03:45" means <Date 2000-04-17.08:45:00> |
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186 - "08-13.22:13" means <Date yyyy-08-14.03:13:00> |
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187 - "11-07.09:32:43" means <Date yyyy-11-07.14:32:43> |
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188 - "14:25" means <Date yyyy-mm-dd.19:25:00> |
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189 - "8:47:11" means <Date yyyy-mm-dd.13:47:11> |
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190 - the special date "." means "right now" |
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191 |
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192 |
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193 When searching, a plain date entered as a search field will match that date |
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194 exactly in the database. We may also accept ranges of dates. You can |
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195 specify range of dates in one of two formats: |
| 1575 | 196 |
| 197 1. English syntax:: | |
| 198 | |
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199 [From <value>][To <value>] |
| 1575 | 200 |
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201 Keywords "From" and "To" are case insensitive. Keyword "From" is |
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202 optional. |
| 1575 | 203 |
| 204 2. "Geek" syntax:: | |
| 205 | |
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206 [<value>];[<value>] |
| 1575 | 207 |
| 208 Either first or second ``<value>`` can be omitted in both syntaxes. | |
| 209 | |
| 210 For example, if you enter string "from 9:00" to "Creation date" field, | |
| 211 roundup will find all issues, that were created today since 9 AM. | |
| 212 | |
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213 The ``<value>`` may also be an interval, as described in the next section. |
| 1575 | 214 Searching of "-2m; -1m" on activity field gives you issues which were |
| 215 active between period of time since 2 months up-till month ago. | |
| 216 | |
| 2910 | 217 Other possible examples (consider local time is 2003-03-08.22:07:48): |
| 1575 | 218 |
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219 - "from 2-12 to 4-2" means |
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220 <Range from 2003-02-12.00:00:00 to 2003-04-02.00:00:00> |
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221 - "FROM 18:00 TO +2m" means |
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222 <Range from 2003-03-08.18:00:00 to 2003-05-08.20:07:48> |
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223 - "12:00;" means |
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224 <Range from 2003-03-08.12:00:00 to None> |
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225 - "tO +3d" means |
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226 <Range from None to 2003-03-11.20:07:48> |
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227 - "2002-11-10; 2002-12-12" means |
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228 <Range from 2002-11-10.00:00:00 to 2002-12-12.00:00:00> |
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229 - "; 20:00 +1d" means |
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230 <Range from None to 2003-03-09.20:00:00> |
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231 - "2003" means |
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232 <Range from 2003-01-01.00:00:00 to 2003-12-31.23:59:59> |
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233 - "2003-04" means |
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234 <Range from 2003-04-01.00:00:00 to 2003-04-30.23:59:59> |
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235 |
| 1575 | 236 |
| 237 Interval properties | |
| 238 ~~~~~~~~~~~~~~~~~~~ | |
| 239 | |
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240 Date intervals are specified using the suffixes "y", "m", and "d". The |
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241 suffix "w" (for "week") means 7 days. Time intervals are specified in |
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242 hh:mm:ss format (the seconds may be omitted, but the hours and minutes |
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243 may not). |
| 1575 | 244 |
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245 - "3y" means three years |
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246 - "2y 1m" means two years and one month |
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247 - "1m 25d" means one month and 25 days |
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248 - "2w 3d" means two weeks and three days |
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249 - "1d 2:50" means one day, two hours, and 50 minutes |
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250 - "14:00" means 14 hours |
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251 - "0:04:33" means four minutes and 33 seconds |
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252 |
| 1575 | 253 |
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254 Simple support for collision detection |
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255 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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256 |
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257 Item edit pages remember when the item was last edited. When a form is |
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258 submitted, the user will be informed if someone else has edited the item |
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259 at the same time they tried to. |
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260 |
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261 |
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262 Web Interface |
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263 ============= |
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264 |
| 2409 | 265 .. note:: |
| 266 This document contains screenshots of the default look and feel. | |
| 267 Your site may have a slightly (or very) different look, but the | |
| 268 functionality will be very similar, and the concepts still hold. | |
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269 |
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270 The web interface is broken up into the following parts: |
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271 |
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272 1. `lists of items`_, |
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273 2. `display, edit or entry of an item`_, and |
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274 3. `searching page`_. |
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275 |
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276 In addition to the graphical web interface, Roundup has `REST`_ and |
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277 `XMLRPC`_ interfaces. These can be used by advanced users and |
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278 programmers to automate tasks and integrate with other programs. |
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279 |
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280 .. _REST: rest.html |
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281 .. _XMLRPC: xmlrpc.html |
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282 |
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283 Lists of Items |
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284 -------------- |
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285 |
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286 The first thing you'll see when you log into Roundup will be a list of |
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287 open (ie. not resolved) issues. This list has been generated by a bunch |
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288 of controls `under the covers`_ but for now, you can see something like: |
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289 |
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290 .. image:: images/index_logged_out.png |
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291 :width: 675 |
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292 :height: 450 |
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293 :alt: Image of the classic Roundup tracker showing a list of issues |
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294 that one would see before logging in. |
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295 |
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296 The screen is divided up into three sections. There's a title which tells |
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297 you where you are, a sidebar which contains useful navigation tools and a |
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298 body which usually displays either a list of items or a single item from |
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299 the tracker. |
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300 |
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301 You may register, reset your password or log in. Registration takes |
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302 you to: |
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303 |
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304 .. image:: images/registration.png |
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305 :width: 675 |
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306 :height: 450 |
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307 :alt: A registration form with fields for name, login name, |
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308 password etc. |
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309 |
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310 Clicking on the "Lost your login?" link allows you to reset your |
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311 password. Resetting your password takes you to: |
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312 |
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313 .. image:: images/reset.png |
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314 :width: 605 |
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315 :height: 495 |
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316 :alt: A form with email address and username fields that will |
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317 trigger a password reset when submitted. |
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318 |
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319 You can enter your username to get a reset email sent to your primary |
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320 E-mail address. Otherwise you can enter your primary E-mail address or |
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321 an Alternate E-mail address to get a reset email sent to that address. |
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322 The reset email includes a verification link that can be used to |
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323 complete the password reset. The verification link expires in a week. |
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324 |
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325 Once you're logged in, the sidebar changes to: |
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326 |
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327 .. image:: images/index_logged_in.png |
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328 :width: 182 |
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329 :height: 399 |
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330 :alt: Navigation sidebar after login showing multiple links. It now |
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331 includes a link labeled "My Details" for the user's settings. |
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332 |
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333 You can now get to your "My Details" page: |
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334 |
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335 .. image:: images/my_details.png |
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336 :width: 667 |
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337 :height: 558 |
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338 :alt: A form allowing the user to change username, real name, email |
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339 address and it also shows activity done by the user. |
| 1228 | 340 |
| 341 Display, edit or entry of an item | |
| 342 --------------------------------- | |
| 343 | |
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344 Create a new issue with "create new" under the issue subheading. This |
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345 will take you to: |
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346 |
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347 .. image:: images/new_issue.png |
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348 :width: 648 |
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349 :height: 277 |
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350 :alt: A form for entering a new issue with title, priority, status |
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351 and other fields. All fields are empty. It also includes an |
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352 entry box for typing free form text to describe the issue. |
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353 |
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354 Editing an issue uses the same form, though now you'll see attached files |
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355 and messages, and the issue history at the bottom of the page: |
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356 |
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357 .. image:: images/edit_issue.png |
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358 :width: 650 |
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359 :height: 535 |
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360 :alt: A form for editing an issue with title, priority, status |
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361 and other fields filled in. It also includes an entry box for |
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362 typing free form text to describe the issue. |
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363 |
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364 The "Make a copy" link duplicate the current issue copying most of the |
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365 properties to a new issue. This is useful for splitting am issue into |
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366 sub-issues that can be assigned to different people. |
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367 |
| 1228 | 368 Searching Page |
| 369 -------------- | |
| 370 | |
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371 See `entering values in your tracker`_ for an explanation of what you |
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372 may type into the search form. |
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373 |
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374 |
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375 Saving queries |
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376 ~~~~~~~~~~~~~~ |
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377 |
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378 You may save queries in the tracker by giving the query a name. Each user |
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379 may only have one query with a given name - if a subsequent search is |
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380 performed with the same query name supplied, then it will edit the |
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381 existing query of the same name. |
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382 |
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383 Queries may be marked as "private". These queries are only visible to the |
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384 user that created them. If they're not marked "private" then all other |
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385 users may include the query in their list of "Your Queries". Marking it as |
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386 private at a later date does not affect users already using the query, nor |
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387 does deleting the query. |
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388 |
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389 If a user subsequently creates or edits a public query, a new personal |
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390 version of that query is made, with the same editing rules as described |
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391 above. |
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392 |
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393 |
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394 Under the covers |
| 1575 | 395 ~~~~~~~~~~~~~~~~ |
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396 |
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397 The searching page converts your selections into the following |
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398 arguments: |
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399 |
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400 ============ ============================================================= |
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401 Argument Description |
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402 ============ ============================================================= |
| 5827 | 403 @sort sort by prop name, optionally preceded with '-' to give |
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404 descending or nothing for ascending sorting. The sort |
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405 argument can have several props separated with comma. |
| 5827 | 406 @group group by prop name, optionally preceded with '-' or to sort |
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407 in descending or nothing for ascending order. The group |
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408 argument can have several props separated with comma. |
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409 @columns selects the columns that should be displayed. Default is |
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410 all. |
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411 @filter indicates which properties are being used in filtering. |
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412 Default is none. |
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413 propname selects the values the item properties given by propname must |
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414 have (very basic search/filter). |
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415 @search_text performs a full-text search (message bodies, issue titles, |
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416 etc) |
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417 ============ ============================================================= |
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418 |
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419 You may manually write URLs that contain these arguments, like so |
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420 (whitespace has been added for clarity):: |
| 1575 | 421 |
| 422 /issue?status=unread,in-progress,resolved& | |
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423 keyword=security,ui& |
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424 @group=priority,-status& |
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425 @sort=-activity& |
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426 @filters=status,keyword& |
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427 @columns=title,status,fixer |
| 1575 | 428 |
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429 Full text search using the xapian, whoosh and native indexers treats |
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430 the search query as a series of space separated words. Any word less |
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431 than 2 characters or more than 50 characters is discarded. Also a |
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432 stoplist is used to remove common words like "with", "and" |
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433 etc. Additional stoplist words can be added in the tracker's |
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434 config.ini file. Once filtering of the word list is done, each indexed |
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435 item (e.g. title, file or message content ...) is searched and if all |
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436 the terms are found in the item the item is returned. Then the items |
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437 are mapped to an issue and the list of matching issues is generated. |
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438 |
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439 Other searching backends such as native-fts can be used in which case |
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440 the filtering above is not used. The search query can support |
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441 structure such as quoted phrases, matching one term or another rather |
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442 than both (or search), prefixes etc. In this case you should look at |
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443 the `documentation for configuring the native-fts`_ backend to find |
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444 the supported format and features. |
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445 |
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446 .. _`documentation for configuring the native-fts`: admin_guide.html#configuring-native-fts-full-text-search |
| 1575 | 447 |
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448 Advanced Searching with Property Expressions |
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449 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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450 |
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451 You can create more advanced searches in your tracker by using Reverse |
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452 Polish Notation (`RPN`_) to make property expressions. By default, |
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453 when filtering by multiple items, the expression type is 'or'. For |
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454 instance, if you filter the property assignedto by adding the query |
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455 string element ``assignedto=2,3,40``, it matches users numbered ``2 or |
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456 3 or 40``. In RPN, this would be written as ``2, 3, or, 4, |
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457 or``. Roundup uses negative numbers to represent operators. For |
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458 example, using "-1" for a single value (e.g. the assignedto Link |
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459 property, but not the keyword multivalued/MultiLink property) matches |
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460 an issue where the property is 'not set'. |
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461 |
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462 The operators and their corresponding numbers are: |
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463 |
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464 * 'not' is represented by -2 |
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465 * 'and' is represented by -3 |
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466 * 'or' is represented by -4 |
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467 |
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468 So, ``assignedto=2,3,40`` is the same as |
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469 ``assignedto=2,3,-4,40,-4``. While this example is the same as |
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470 ``2,3,40``, the expression ``keyword=1,2,-3,-2`` filters issues that |
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471 don't have both keywords 1 and 2. |
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472 |
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473 Another example is: ``creator=3,-2,1,-2,-3``. This is the same as the |
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474 expression: ``(not user3) and (not user1)``. Using the rules of logic, |
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475 this is the same as: ``not (user3 or user1)`` which is expressed in |
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476 RPN as ``creator=3,1,-4,-2``. Compare this to ``creator=3,1,-2`` which |
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477 returns issues created by user3 or any user other than user1. |
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478 |
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479 Another example, useful when filtering issues, is:: |
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480 |
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481 keyword=-1,-2,1,8,-3,-2,-3 |
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482 |
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483 which returns issues that have one or more keywords set and the issue |
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484 does not have keyword1 and keyword8 both set. In more standard infix |
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485 form:: |
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486 |
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487 not empty and not (keyword1 and keyword8) |
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488 |
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489 Typing these expressions manually can be tiresome and tricky. On the |
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490 search page, there's an expression editor. You can access it by |
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491 clicking on the ``(expr)`` link, which makes creating these |
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492 expressions a bit easier. |
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493 |
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494 If your expression has an error, you will be returned to the search |
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495 page and an error will be reported. For example using the expression |
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496 ``1, -3`` to search the nosy property of an issue generates the |
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497 following error:: |
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498 |
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499 There was an error searching issue by nosy using: [1, -3]. The |
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500 operator -3 (and) at position 2 has too few arguments. |
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501 |
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502 The error message gives you the problem element (``-3``), it's meaning |
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503 (``and``) and its position: the second element. The problem was caused |
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504 because ``and`` requires two arguments, but only one argument (``1``) |
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505 was given. |
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506 |
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507 Another error message:: |
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508 |
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509 There was an error searching issue by status using: [1, 2, -3, |
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510 -3]. The operator -3 (and) at position 4 has too few arguments. |
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511 |
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512 reports that the second ``-3`` in the 4th position is the problem |
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513 operator. Note that this search expression will never return any |
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514 values. This is because ``status`` is a single value (link) type |
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515 property. It can't have the values ``1`` and ``2``, so the expression |
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516 ``1,2,-3`` will never return an issue. |
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517 |
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518 In the examples above, the error was caused by not having enough |
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519 arguments. However you can also have too many arguments. An example of |
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520 this type of message is:: |
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521 |
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522 There was an error searching issue by nosy using: [4, 5, 1, 2, -3, |
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523 -3]. There are too many arguments for the existing operators. The |
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524 values on the stack are: [Value 4, (Value 5 AND (Value 1 AND Value |
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525 2))] |
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526 |
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527 This message gives you the expression as far as it was able to compose |
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528 it, but value 1 is not combined with the rest of the expression. So |
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529 another binary operator is needed to complete the expression. |
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530 |
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531 If you have multiple incorrect expressions in your search, only one |
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532 expression will be reported each time you submit the search. |
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533 |
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534 Using the Classhelper |
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535 --------------------- |
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536 |
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537 The classhelper makes finding the id number or name for linked items |
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538 easier. It is usually invoked from the parent window by clicking on |
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539 the ``(list)`` link. There are two classhelpers: classic and |
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540 component. This documentation discusses the newer component |
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541 classhelper available with Roundup 2.4.0 or newer. If there is a |
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542 problem with the component classhelper, it reports the problem and |
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543 falls back to using the classic classhelper. |
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544 |
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545 The component classhelper is displayed in a popup window. You can |
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546 interact with the original window by moving the popup out of the way |
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547 or minimizing it. If you don't see a popup, check to see if your |
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548 browser has disabled popup windows. |
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549 |
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550 The classhelper has three parts: |
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551 |
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552 1. an optional search pane |
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553 2. a selection pane |
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554 3. an accumulator pane |
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555 |
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556 .. image:: images/classhelper-issue-all.png |
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557 :width: 675 |
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558 :height: 914 |
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559 :alt: Image of the new component classhelper popup. The image shows |
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560 the operating system window decorations with a title of "Superseder |
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561 Classhelper - issue2". Then it shows a search panel with options to |
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562 enter text to search issue titles or status and a select/dropdown |
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563 to search by a keyword on the issue. Below the options are search |
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564 and reset buttons. Below the search panel is a selection |
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565 panel that shows buttons to move to the previous or next pages and |
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566 says that it is displaying items 26 to 50. This is followed by a |
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567 scrollable table of issues where each row has a checkbox and the |
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568 box for issue 114 is checked. At the bottom of the window is a text |
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569 box that lists a number of issue numbers including 114. To the |
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570 right of the text box are apply and cancel buttons. |
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571 |
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572 |
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573 The search pane has text or select/dropdown fields to search for a |
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574 matching item. The image above shows a search for issues. The Title |
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575 and Status properties can be matched using a text input while the |
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576 Keyword property can be selected from a dropdown. Hitting enter while |
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577 in a text input will trigger a search and the results will be |
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578 displayed below the search pane in the selection pane. Tabbing to the |
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579 search button and pressing enter will also trigger a search. The reset |
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580 button will clear the search form. |
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581 |
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582 Below the search pane is the select pane. It lists the number of items |
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583 displayed (26-50) and includes two buttons to move to the previous or |
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584 next page of search results. If there is no search pane, this will |
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585 display a page of items from all the items in the class. Below the |
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586 pagination component is the scrollable selection table. Each row in |
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587 the table has a checkbox and one or more columns of data about the |
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588 item. Clicking on a row toggles the item's checkbox and adds or |
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589 removes the id or name for the item in the accumulator's |
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590 display. Arrow keys or tab/shift-tab can be used to scroll through |
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591 each item in the selection table. The space key or enter will |
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592 select/deselect the item. You can jump to the page controls using the |
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593 '<' and '>' keys. Once the page control button is focused, press enter |
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594 to trigger a page change. |
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595 |
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596 The bottom pane consists of a text input called the accumulator |
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597 display. It lists all the items that have been selected. The first two |
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598 items in this example were selected from the previous selection |
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599 page. Next to the display are the apply and cancel buttons. You can |
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600 jump to the apply button quickly by pressing Shift-Enter as long as |
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601 you are not in a search input. Once the apply button is focused, press |
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602 enter to copy the items in the display to the associated field on the |
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603 parent window. If you activate the cancel button or close the window |
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604 using the window decoration, the classhelper will close and not change |
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605 the parent window. |
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606 |
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607 The classhelper can also be used in read-only mode. In this mode, the |
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608 accumulator is not shown. Also the checkboxes are not displayed. To |
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609 close the classhelper in read-only mode use the window decoration or a |
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610 hotkey (e.g. control-w). |
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611 |
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612 You can have multiple classhelpers up at a time. The title on the |
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613 window identifies the property and item the classhelper will |
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614 modify. For example the image shows the superseder for issue2. |
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615 |
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616 Do not refresh the classhelper window using the ``F5`` key. This will |
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617 erase the contents of the window and you will have to close it and |
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618 invoke the link from the parent window again. |
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619 |
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620 Access Controls |
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621 --------------- |
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622 |
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623 User access is controlled through Permissions. These are are grouped |
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624 into Roles, and users have a comma-separated list of Roles assigned to |
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625 them. Roles can allow you to access: |
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626 |
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627 - an entire class of items (e.g. issues) |
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628 - only certain fields of a class (e.g. you can see the username but |
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629 not the phone number of other users) |
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630 - fields or classes based on your relationship to an item (e.g. |
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631 you can see the phone number of your user entry since you are the |
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632 owner of your user entry) |
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633 |
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634 Other permissions divide access controls up into answering questions |
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635 like: |
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636 |
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637 - may the user edit issues ("Edit", "issue") |
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638 - is the user allowed to use the web interface ("Web Access") |
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639 - may the user edit other user's Roles through the web ("Web Roles") |
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640 |
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641 Any number of new Permissions and Roles may be created as described in |
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642 the customisation documentation. Examples of new access controls are: |
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643 |
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644 - only managers may sign off issues as complete |
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645 - don't give users who register through e-mail web access |
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646 - let some users edit the details of all users |
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647 |
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648 E-Mail Gateway |
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649 ============== |
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650 |
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651 Roundup trackers may be used to facilitate e-mail conversations around |
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652 issues. The "nosy" list attached to each issue indicates the users who |
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653 should receive e-mail when messages are added to the issue. |
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654 |
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655 When e-mail comes into a tracker that identifies an issue in the subject |
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656 line, the content of the e-mail is attached to the issue. |
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657 |
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658 You may even create new issues from e-mail messages. |
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659 |
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660 E-mail sent to a tracker is examined for several pieces of information: |
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661 |
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662 1. `subject-line information`_ identifying the purpose of the e-mail |
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663 2. `sender identification`_ using the sender of the message |
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664 3. `e-mail message content`_ which is to be extracted |
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665 4. e-mail attachments which should be associated with the message |
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666 |
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667 |
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668 Subject-line information |
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669 ------------------------ |
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670 |
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671 The subject line of the incoming message is examined to find one of: |
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672 |
| 5827 | 673 1. a case insensitive ``help``, |
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674 2. a match for ``-- key <OneTimeKey>``, |
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675 3. the item that the message is responding to, |
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676 4. the type of item the message should create, or |
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677 5. we default the item class and try some trickiness. |
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678 |
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679 If the subject is ``help`` (case insensitive), the gateway responds |
| 5827 | 680 with an explanation of the interface. |
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681 |
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682 If a one-time key is found, we're processing an in-progress |
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683 registration confirmation. |
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684 |
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685 If the subject line contains a prefix in ``[square brackets]`` then |
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686 we're looking at case 3 or 4 above. Spaces are allowed inside the |
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687 brackets and after the class item name. So ``[issue2]`` and |
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688 ``[ issue 2 ]`` are treated the same where any white space is optional. |
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689 Any "re:" or "fwd:" prefixes are stripped off the subject line before |
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690 we start looking for real information. |
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691 |
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692 If an item :term:`designator` (class name and id number, for example |
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693 ``issue123``) is found there, a new "msg" item is added to the |
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694 "messages" property for that item, and any new "file" items are added to |
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695 the "files" property for the item. |
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696 |
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697 If just an item class name is found there, we attempt to create a new |
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698 item of that class with its "messages" property initialized to contain |
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699 the new "msg" item and its "files" property initialized to contain any |
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700 new "file" items. |
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701 |
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702 The fifth case above - where no ``[information]`` is provided, the |
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703 tracker's ``MAIL_DEFAULT_CLASS`` configuration variable defines what |
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704 class of item the message relates to. We try to match the subject line |
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705 to an existing item of the default class, and if there's a match, the |
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706 message is related to that matched item. If not, then a new item of the |
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707 default class is created. |
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708 |
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709 |
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710 Setting Properties |
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711 ~~~~~~~~~~~~~~~~~~ |
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712 |
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713 The e-mail interface also provides a simple way to set properties on |
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714 items. At the end of the subject line, propname=value pairs can be |
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715 specified in square brackets, using the same conventions as for the |
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716 roundup set shell command. |
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717 |
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718 .. highlight:: text |
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719 |
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720 For example, |
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721 |
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722 - setting the priority of an issue:: |
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723 |
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724 Subject: Re: [issue2] the coffee machine is broken! [priority=urgent] |
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725 |
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726 - adding yourself to a nosy list:: |
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727 |
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728 Subject: Re: [ issue2 ] we're out of widgets [nosy=+richard] |
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changeset
|
729 |
|
1282
2feb3e0a9955
included doc ideas from Bernhard Reiter
Richard Jones <richard@users.sourceforge.net>
parents:
1267
diff
changeset
|
730 - setting the nosy list to just you and cliff:: |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
731 |
|
7234
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
732 Subject: Re: [issue 2] we're out of widgets [nosy=richard,cliff] |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
733 |
|
1282
2feb3e0a9955
included doc ideas from Bernhard Reiter
Richard Jones <richard@users.sourceforge.net>
parents:
1267
diff
changeset
|
734 - removing yourself from a nosy list and setting the priority:: |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
735 |
|
7234
86862ed039fa
issue2551262 - make mail gateway subject prefix parsing accept spaces
John Rouillard <rouilj@ieee.org>
parents:
7093
diff
changeset
|
736 Subject: Re: [ issue 2 ] we're out of widgets [nosy=-richard;priority=bug] |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
737 |
|
8052
d54af8964fe3
docs: fix unwanted highlighting.
John Rouillard <rouilj@ieee.org>
parents:
8032
diff
changeset
|
738 .. highlight:: python3 |
|
d54af8964fe3
docs: fix unwanted highlighting.
John Rouillard <rouilj@ieee.org>
parents:
8032
diff
changeset
|
739 |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
740 In all cases, the message relates to issue 2. The ``Re:`` prefix is |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
741 stripped off. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
742 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
743 |
|
1267
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
744 Automatic Properties |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
745 ~~~~~~~~~~~~~~~~~~~~ |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
746 |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
747 **status of new issues** |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
748 When a new message is received that is not identified as being related |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
749 to an existing issue, it creates a new issue. The status of the new |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
750 issue is defaulted to "unread". |
|
1267
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
751 |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
752 **reopening of resolved issues** |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
753 When a message is is received for a resolved issue, the issue status is |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
754 automatically reset to "chatting" to indicate new information has been |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
755 received. |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
756 |
|
a28dfdb6c9a5
doc refinement
Richard Jones <richard@users.sourceforge.net>
parents:
1228
diff
changeset
|
757 |
|
1615
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
758 Sender identification |
|
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
759 --------------------- |
|
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
760 |
|
3529
4fd84dcfed33
more explanation
Richard Jones <richard@users.sourceforge.net>
parents:
3036
diff
changeset
|
761 If the sender of an e-mail is unknown to Roundup (looking up both user |
|
4fd84dcfed33
more explanation
Richard Jones <richard@users.sourceforge.net>
parents:
3036
diff
changeset
|
762 primary e-mail addresses and their alternate addresses) then a new user |
|
4018
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
763 may be created, depending on tracker configuration (see the `Admin |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
764 Guide`_ section "Users and Security" for configuration details.) |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
765 |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
766 .. _`Admin Guide`: admin_guide.html |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
767 |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
768 The new user will have their username set to the "user" part of |
|
17bdd79a3ae1
clarify default permission change
Richard Jones <richard@users.sourceforge.net>
parents:
3904
diff
changeset
|
769 "user@domain" in their e-mail address. Their password will be |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
770 completely randomised, and they'll have to visit the web interface to |
| 2409 | 771 have it changed. Some sites don't allow web access by users who register |
|
3529
4fd84dcfed33
more explanation
Richard Jones <richard@users.sourceforge.net>
parents:
3036
diff
changeset
|
772 via e-mail like this. |
|
1615
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
773 |
|
7b680b906417
more user docco
Richard Jones <richard@users.sourceforge.net>
parents:
1599
diff
changeset
|
774 |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
775 E-Mail Message Content |
|
1199
cd58a8603424
half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents:
1098
diff
changeset
|
776 ---------------------- |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
777 |
|
6408
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
778 By default Roundup only associates plain text (MIME type |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
779 ``text/plain``) as messages for items. Any other parts of a message |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
780 are associated as downloadable files. If no plain text part is found, |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
781 the message is rejected. The tracker can be configured to enable |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
782 ``convert_htmltotext``. If this is enabled, an email with an HTML |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
783 message (MIME type ``text/html``) and no ``text/plain`` part will be |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
784 accepted. The first HTML part will be converted to text and used as |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
785 the message for the item. Subsequent parts will be treated as |
|
ef7bc1fac35a
Update user_guide to include support for html messages.
John Rouillard <rouilj@ieee.org>
parents:
6257
diff
changeset
|
786 attachments. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
787 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
788 To do this, incoming messages are examined for multiple parts: |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
789 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
790 * In a multipart/mixed message or part, each subpart is extracted and |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
791 examined. The text/plain subparts are assembled to form the textual |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
792 body of the message, to be stored in the file associated with a "msg" |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
793 class item. Any parts of other types are each stored in separate files |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
794 and given "file" class items that are linked to the "msg" item. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
795 * In a multipart/alternative message or part, we look for a text/plain |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
796 subpart and ignore the other parts. |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
797 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
798 If the message is a response to a previous message, and contains quoted |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
799 sections, then these will be stripped out of the message if the |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
800 ``EMAIL_KEEP_QUOTED_TEXT`` configuration variable is set to ``'no'``. |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
801 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
802 Message summary |
|
1199
cd58a8603424
half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents:
1098
diff
changeset
|
803 ~~~~~~~~~~~~~~~ |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
804 |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
805 The "summary" property on message items is taken from the first |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
806 non-quoting section in the message body. The message body is divided |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
807 into sections by blank lines. Sections where the second and all |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
808 subsequent lines begin with a ">" or "|" character are considered |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
809 "quoting sections". The first line of the first non-quoting section |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
810 becomes the summary of the message. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
811 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
812 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
813 Address handling |
|
1199
cd58a8603424
half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents:
1098
diff
changeset
|
814 ---------------- |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
815 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
816 All of the addresses in the ``To:`` and ``Cc:`` headers of the incoming |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
817 message are looked up among the tracker users, and the corresponding |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
818 users are placed in the "recipients" property on the new "msg" item. The |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
819 address in the ``From:`` header similarly determines the "author" |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
820 property of the new "msg" item. The default handling for addresses that |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
821 don't have corresponding users is to create new users with no passwords |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
822 and a username equal to the address. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
823 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
824 The addresses mentioned in the ``To:``, ``From:`` and ``Cc:`` headers of |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
825 the message may be added to the `nosy list`_ depending on: |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
826 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
827 ``ADD_AUTHOR_TO_NOSY`` |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
828 Does the author of a message get placed on the nosy list automatically? |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
829 If 'new' is used, then the author will only be added when a message |
|
1661
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
830 creates a new issue. If 'yes', then the author will be added on |
|
b9c1226cb600
Reflowed text to 72 cols...
Jean Jordaan <neaj@users.sourceforge.net>
parents:
1615
diff
changeset
|
831 followups too. If 'no', they're never added to the nosy. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
832 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
833 ``ADD_RECIPIENTS_TO_NOSY`` |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
834 Do the recipients (To:, Cc:) of a message get placed on the nosy list? |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
835 If 'new' is used, then the recipients will only be added when a message |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
836 creates a new issue. If 'yes', then the recipients will be added on |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
837 followups too. If 'no', they're never added to the nosy. |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
838 |
|
5045
a46d5d0fd5f8
Fix issue1615201: Added a new configuration option EMAIL_KEEP_REAL_FROM
Peter Funk <pf@artcom-gmbh.de>
parents:
4929
diff
changeset
|
839 Some organisations might prefer to have someone moderate emails before |
|
7064
3359dc1dabb0
Add OAuth authentication to the mailgw script
Ralf Schlatterbeck <rsc@runtux.com>
parents:
7048
diff
changeset
|
840 they are delivered into Roundup. Those might want to set the |
|
5045
a46d5d0fd5f8
Fix issue1615201: Added a new configuration option EMAIL_KEEP_REAL_FROM
Peter Funk <pf@artcom-gmbh.de>
parents:
4929
diff
changeset
|
841 configuration option ``EMAIL_KEEP_REAL_FROM`` to ``'yes'`` to avoid |
|
a46d5d0fd5f8
Fix issue1615201: Added a new configuration option EMAIL_KEEP_REAL_FROM
Peter Funk <pf@artcom-gmbh.de>
parents:
4929
diff
changeset
|
842 having the moderators address appearing as the creator of issues. |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
843 |
|
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
844 Nosy List |
|
1199
cd58a8603424
half-backed cleaning up of user guide
Richard Jones <richard@users.sourceforge.net>
parents:
1098
diff
changeset
|
845 ~~~~~~~~~ |
|
881
85cc6e6a94b8
better mailgw user docs
Richard Jones <richard@users.sourceforge.net>
parents:
753
diff
changeset
|
846 |
| 1228 | 847 Roundup watches for additions to the "messages" property of items. |
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849 When a new message is added, it is sent to all the users on the "nosy" |
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850 list for the item that are not already on the "recipients" list of the |
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851 message. Those users are then appended to the "recipients" property on |
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852 the message, so multiple copies of a message are never sent to the same |
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853 user. The journal recorded by the hyperdatabase on the "recipients" |
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854 property then provides a log of when the message was sent to whom. |
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855 |
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856 If the author of the message is also in the nosy list for the item that |
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857 the message is attached to, then the config var ``MESSAGES_TO_AUTHOR`` |
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858 is queried to determine if they get a nosy list copy of the message too. |
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859 |
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860 .. _`RPN`: https://en.wikipedia.org/wiki/Reverse_Polish_notation |