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author Richard Jones <richard@users.sourceforge.net>
date Tue, 12 Mar 2002 22:52:26 +0000
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1 Customising Roundup
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2 ===================
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3
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4 Instances have the following structure:
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5
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6 +-------------------+--------------------------------------------------------+
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7 |instance_config.py |Holds the basic instance_configuration |
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8 +-------------------+--------------------------------------------------------+
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9 |dbinit.py |Holds the instance_schema |
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10 +-------------------+--------------------------------------------------------+
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11 |interfaces.py |Defines the Web and E-Mail interfaces for the instance |
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12 +-------------------+--------------------------------------------------------+
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13 |select_db.py |Selects the database back-end for the instance |
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14 +-------------------+--------------------------------------------------------+
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15 |db/ |Holds the instance's database |
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16 +-------------------+--------------------------------------------------------+
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17 |db/files/ |Holds the instance's upload files and messages |
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18 +-------------------+--------------------------------------------------------+
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19 |detectors/ |Auditors and reactors for this instance |
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20 +-------------------+--------------------------------------------------------+
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21 |html/ |Web interface templates, images and style sheets |
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22 +-------------------+--------------------------------------------------------+
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23
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24 Instance Configuration
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25 ----------------------
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26
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27 The instance_config.py located in your instance home contains the basic
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28 configuration for the web and e-mail components of roundup's interfaces. This
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29 file is a Python module. The default instance_config.py is given below - as you
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30 can see, the MAIL_DOMAIN must be edited before any interaction with the
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31 instance is attempted.::
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32
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33 MAIL_DOMAIN=MAILHOST=HTTP_HOST=None
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34 HTTP_PORT=0
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35
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36 # roundup home is this package's directory
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37 INSTANCE_HOME=os.path.split(__file__)[0]
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38
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39 # The SMTP mail host that roundup will use to send mail
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40 if not MAILHOST:
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41 MAILHOST = 'localhost'
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42
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43 # The domain name used for email addresses.
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44 if not MAIL_DOMAIN:
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45 MAIL_DOMAIN = 'fill.me.in.'
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46
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47 # the next two are only used for the standalone HTTP server.
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48 if not HTTP_HOST:
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49 HTTP_HOST = ''
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50 if not HTTP_PORT:
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51 HTTP_PORT = 9080
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52
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53 # This is the directory that the database is going to be stored in
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54 DATABASE = os.path.join(INSTANCE_HOME, 'db')
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55
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56 # This is the directory that the HTML templates reside in
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57 TEMPLATES = os.path.join(INSTANCE_HOME, 'html')
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58
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59 # The email address that mail to roundup should go to
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60 ISSUE_TRACKER_EMAIL = 'issue_tracker@%s'%MAIL_DOMAIN
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61
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62 # The web address that the instance is viewable at
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63 ISSUE_TRACKER_WEB = 'http://some.useful.url/'
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64
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65 # The email address that roundup will complain to if it runs into trouble
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66 ADMIN_EMAIL = 'roundup-admin@%s'%MAIL_DOMAIN
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67
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68 # Somewhere for roundup to log stuff internally sent to stdout or stderr
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69 LOG = os.path.join(INSTANCE_HOME, 'roundup.log')
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70
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71 # Where to place the web filtering HTML on the index page
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72 FILTER_POSITION = 'bottom' # one of 'top', 'bottom', 'top and bottom'
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73
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74 # Deny or allow anonymous access to the web interface
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75 ANONYMOUS_ACCESS = 'deny'
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76
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77 # Deny or allow anonymous users to register through the web interface
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78 ANONYMOUS_REGISTER = 'deny'
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79
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80 # Send nosy messages to the author of the message
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81 MESSAGES_TO_AUTHOR = 'no' # either 'yes' or 'no'
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82
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83
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84 Instance Schema
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85 ---------------
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86
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87 Note: if you modify the schema, you'll most likely need to edit the
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88 `web interface`_ HTML template files to reflect your changes.
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89
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90 An instance schema defines what data is stored in the instance's database. The
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91 two schemas shipped with Roundup turn it into a typical software bug tracker
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92 (the extended schema allowing for support issues as well as bugs). Schemas are
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93 defined using Python code. The "classic" schema looks like this::
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94
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95 pri = Class(db, "priority", name=String(), order=String())
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96 pri.setkey("name")
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97 pri.create(name="critical", order="1")
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98 pri.create(name="urgent", order="2")
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99 pri.create(name="bug", order="3")
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100 pri.create(name="feature", order="4")
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101 pri.create(name="wish", order="5")
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102
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103 stat = Class(db, "status", name=String(), order=String())
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104 stat.setkey("name")
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105 stat.create(name="unread", order="1")
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106 stat.create(name="deferred", order="2")
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107 stat.create(name="chatting", order="3")
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108 stat.create(name="need-eg", order="4")
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109 stat.create(name="in-progress", order="5")
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110 stat.create(name="testing", order="6")
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111 stat.create(name="done-cbb", order="7")
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112 stat.create(name="resolved", order="8")
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113
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114 keyword = Class(db, "keyword", name=String())
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115 keyword.setkey("name")
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116
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117 user = Class(db, "user", username=String(), password=String(),
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118 address=String(), realname=String(), phone=String(),
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119 organisation=String())
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120 user.setkey("username")
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121 user.create(username="admin", password=adminpw,
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122 address=instance_config.ADMIN_EMAIL)
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123
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124 msg = FileClass(db, "msg", author=Link("user"), recipients=Multilink
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125 ("user"), date=Date(), summary=String(), files=Multilink("file"))
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126
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127 file = FileClass(db, "file", name=String(), type=String())
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128
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129 issue = IssueClass(db, "issue", assignedto=Link("user"),
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130 topic=Multilink("keyword"), priority=Link("priority"), status=Link
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131 ("status"))
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132 issue.setkey('title')
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133
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134 Classes and Properties - creating a new information store
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135 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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136
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137 In the instance above, we've defined 7 classes of information:
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138
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139 priority
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140 Defines the possible levels of urgency for issues.
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141
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142 status
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143 Defines the possible states of processing the issue may be in.
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144
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145 keyword
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146 Initially empty, will hold keywords useful for searching issues.
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147
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148 user
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149 Initially holding the "admin" user, will eventually have an entry for all
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150 users using roundup.
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151
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152 msg
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153 Initially empty, will all e-mail messages sent to or generated by
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154 roundup.
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155
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156 file
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157 Initially empty, will all files attached to issues.
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158
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159 issue
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160 Initially emtyp, this is where the issue information is stored.
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161
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162 We define the "priority" and "status" classes to allow two things: reduction in
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163 the amount of information stored on the issue and more powerful, accurate
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164 searching of issues by priority and status. By only requiring a link on the
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165 issue (which is stored as a single number) we reduce the chance that someone
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166 mis-types a priority or status - or simply makes a new one up.
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167
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168 Class and Nodes
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169 :::::::::::::::
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170
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171 A Class defines a particular class (or type) of data that will be stored in the
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172 database. A class comprises one or more properties, which given the information
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173 about the class nodes.
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174 The actual data entered into the database, using class.create() are called
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175 nodes. They have a special immutable property called id. We sometimes refer to
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176 this as the nodeid.
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177
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178 Properties
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179 ::::::::::
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180
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181 A Class is comprised of one or more properties of the following types:
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182 * String properties are for storing arbitrary-length strings.
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183 * Password properties are for storing encoded arbitrary-length strings. The
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184 default encoding is defined on the roundup.password.Password class.
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185 * Date properties store date-and-time stamps. Their values are Timestamp
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186 objects.
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187 * A Link property refers to a single other node selected from a specified
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188 class. The class is part of the property; the value is an integer, the id
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189 of the chosen node.
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190 * A Multilink property refers to possibly many nodes in a specified class.
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191 The value is a list of integers.
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192
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193 FileClass
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194 :::::::::
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195
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196 FileClasses save their "content" attribute off in a separate file from the rest
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197 of the database. This reduces the number of large entries in the database,
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198 which generally makes databases more efficient, and also allows us to use
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199 command-line tools to operate on the files. They are stored in the files sub-
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200 directory of the db directory in your instance.
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201
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202 IssueClass
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203 ::::::::::
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204
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205 IssueClasses automatically include the "messages", "files", "nosy", and
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206 "superseder" properties.
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207 The messages and files properties list the links to the messages and files
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208 related to the issue. The nosy property is a list of links to users who wish to
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209 be informed of changes to the issue - they get "CC'ed" e-mails when messages
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210 are sent to or generated by the issue. The nosy reactor (in the detectors
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211 directory) handles this action. The superceder link indicates an issue which
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212 has superceded this one.
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213 They also have the dynamically generated "creation", "activity" and "creator"
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214 properties.
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215 The value of the "creation" property is the date when a node was created, and
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216 the value of the "activity" property is the date when any property on the node
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217 was last edited (equivalently, these are the dates on the first and last
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218 records in the node's journal). The "creator" property holds a link to the user
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219 that created the issue.
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220
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221 setkey(property)
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222 ::::::::::::::::
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223
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224 Select a String property of the class to be the key property. The key property
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225 muse be unique, and allows references to the nodes in the class by the content
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226 of the key property. That is, we can refer to users by their username, e.g.
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227 let's say that there's an issue in roundup, issue 23. There's also a user,
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228 richard who happens to be user 2. To assign an issue to him, we could do either
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229 of::
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230
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231 roundup-admin set issue assignedto=2
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232
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233 or::
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234
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235 roundup-admin set issue assignedto=richard
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236
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237 Note, the same thing can be done in the web and e-mail interfaces.
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238
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239 create(information)
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240 :::::::::::::::::::
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241
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242 Create a node in the database. This is generally used to create nodes in the
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243 "definitional" classes like "priority" and "status".
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244
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245 Web Interface
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246 -------------
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247
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248 The web interface works behind the cgi-bin/roundup.cgi or roundup-server
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249 scripts. In both cases, the scripts determine which instance is being accessed
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250 (the first part of the URL path inside the scope of the CGI handler) and pass
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251 control on to the instance interfaces.Client class which handles the rest of
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252 the access through its main() method. This means that you can do pretty much
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253 anything you want as a web interface to your instance.
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254 Most customisation of the web view can be done by modifying the templates in
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255 the instance html directory. These are divided into index, item and newitem
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256 views. The newitem view is optional - the item view will be used if the newitem
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257 view doesn't exist.
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258
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259 Repurcussions of changing the instance schema
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260 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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261
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262 If you choose to change_the_instance_schema you will need to ensure the web
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263 interface knows about it:
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264
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265 1. Index, item and filter pages for the relevant classes may need to have
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266 properties added or removed,
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267 2. The default page header relies on the existence of, and some values of
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268 the priority, status, assignedto and activity classes. If you change any
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269 of these (specifically if you remove any of the classes or their default
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270 values) you will need to implement your own pagehead() method in your
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271 instance's interfaces.py module.
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272
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273 Displaying Properties
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274 ~~~~~~~~~~~~~~~~~~~~~
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275
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276 Properties appear in the user interface in three contexts: in indices, in
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277 editors, and as filters. For each type of property, there are several display
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278 possibilities. For example, in an index view, a string property may just be
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279 printed as a plain string, but in an editor view, that property should be
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280 displayed in an editable field.
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281
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282 The display of a property is handled by functions in the htmltemplate module.
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283 Displayer functions are triggered by <display> tags in templates. The call
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284 attribute of the tag provides a Python expression for calling the displayer
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285 function. The three standard arguments are inserted in front of the arguments
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286 given. For example, the occurrence of::
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287
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288 <display call="plain('status')">
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289
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290 in a template triggers a call the "plain" function. The displayer functions can
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291 accept extra arguments to further specify details about the widgets that should
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292 be generated. By defining new displayer functions, the user interface can be
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293 highly customized.
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294
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295 +-----------------------------------------------------------------------------+
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296 |The displayer functions are |
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297 +---------+-------------------------------------------------------------------+
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298 |plain |Display a String property directly. |
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299 | |Display a Date property in a specified time zone with an option to |
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300 | |omit the time from the date stamp. |
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301 | |For a Link or Multilink property, display the key strings of the |
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302 | |linked nodes (or the ids if the linked class has no key property). |
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303 | |Options: |
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304 | |escape (boolean) - HTML-escape the resulting text. |
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305 +---------+-------------------------------------------------------------------+
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306 |field |Display a property like the plain displayer above, but in a form |
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307 | |field to be edited. Strings, Dates and Intervals use TEXT fields, |
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308 | |Links use SELECT fields and Multilinks use SELECT MULTIPLE fields. |
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309 | |Options: |
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310 | |size (number) - width of TEXT fields. |
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311 | |height (number) - number of nows in SELECT MULTIPLE tags. |
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312 | |showid (boolean) - true includes the id of linked nodes in the |
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313 | |SELECT MULTIPLE fields. |
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314 +---------+-------------------------------------------------------------------+
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315 |menu |For a Links and Multilinks, display the same field as would be |
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316 | |generated using field. |
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317 +---------+-------------------------------------------------------------------+
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318 |link |For a Link or Multilink property, display the names of the linked |
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319 | |nodes, hyperlinked to the item views on those nodes. |
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320 | |For other properties, link to this node with the property as the |
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321 | |text. |
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322 | |Options: |
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323 | |property (property name) - the property to use in the second case. |
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324 +---------+-------------------------------------------------------------------+
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325 |count |For a Multilink property, display a count of the number of links in|
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326 | |the list. |
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327 | |Arguments: |
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328 | |property (property name) - the property to use. |
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329 +---------+-------------------------------------------------------------------+
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330 |reldate |Display a Date property in terms of an interval relative to the |
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331 | |current date (e.g. "+ 3w", "- 2d"). |
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332 | |Arguments: |
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333 | |property (property name) - the property to use. |
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334 | |Options: |
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335 | |pretty (boolean) - display the relative date in an English form. |
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336 +---------+-------------------------------------------------------------------+
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337 |download |For a Link or Multilink property, display the names of the linked |
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338 | |nodes, hyperlinked to the item views on those nodes. |
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339 | |For other properties, link to this node with the property as the |
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340 | |text. |
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341 | |In all cases, append the name (key property) of the item to the |
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342 | |path so it is the name of the file being downloaded. |
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343 | |Arguments: |
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344 | |property (property name) - the property to use. |
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345 +---------+-------------------------------------------------------------------+
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346 |checklist|For a Link or Multilink property, display checkboxes for the |
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347 | |available choices to permit filtering. |
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348 | |Arguments: |
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349 | |property (property name) - the property to use. |
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350 +---------+-------------------------------------------------------------------+
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351 |note |Display the special notes field, which is a text area for entering |
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352 | |a note to go along with a change. |
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353 +---------+-------------------------------------------------------------------+
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354 |list |List the nodes specified by property using the standard index for |
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355 | |the class. |
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356 | |Arguments: |
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357 | |property (property name) - the property to use. |
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358 +---------+-------------------------------------------------------------------+
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359 |history |List the history of the item. |
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360 +---------+-------------------------------------------------------------------+
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361 |submit |Add a submit button for the item. |
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362 +---------+-------------------------------------------------------------------+
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363
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364
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365 Index Views
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366 ~~~~~~~~~~~
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367
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368 An index view contains two sections: a filter section and an index section. The
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369 filter section provides some widgets for selecting which items appear in the
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370 index. The index section is a table of items.
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371
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372 Index View Specifiers
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373 :::::::::::::::::::::
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374
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375 An index view specifier (URL fragment) looks like this (whitespace has been
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376 added for clarity)::
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377
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378 /issue?status=unread,in-progress,resolved&
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379 topic=security,ui&
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380 :group=+priority&
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381 :sort=-activity&
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382 :filters=status,topic&
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383 :columns=title,status,fixer
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384
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385 The index view is determined by two parts of the specifier: the layout part and
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386 the filter part. The layout part consists of the query parameters that begin
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387 with colons, and it determines the way that the properties of selected nodes
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388 are displayed. The filter part consists of all the other query parameters, and
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389 it determines the criteria by which nodes are selected for display.
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390 The filter part is interactively manipulated with the form widgets displayed in
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391 the filter section. The layout part is interactively manipulated by clicking on
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392 the column headings in the table.
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393
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394 The filter part selects the union of the sets of items with values matching any
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395 specified Link properties and the intersection of the sets of items with values
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396 matching any specified Multilink properties.
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397
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398 The example specifies an index of "issue" nodes. Only items with a "status" of
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399 either "unread" or "in-progres" or "resolved" are displayed, and only items
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400 with "topic" values including both "security" and "ui" are displayed. The items
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401 are grouped by priority, arranged in ascending order; and within groups, sorted
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402 by activity, arranged in descending order. The filter section shows filters for
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403 the "status" and "topic" properties, and the table includes columns for the
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404 "title", "status", and "fixer" properties.
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405
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406 Associated with each item class is a default layout specifier. The layout
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407 specifier in the above example is the default layout to be provided with the
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408 default bug-tracker schema described above in section 4.4.
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409
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410 Filter Section
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411 ::::::::::::::
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412
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413 The template for a filter section provides the filtering widgets at the top of
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414 the index view. Fragments enclosed in <property>...</property> tags are
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415 included or omitted depending on whether the view specifier requests a filter
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416 for a particular property.
7875cd9af1cb documentation in structured text source form
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417
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418 A property must appear in the filter template for it to be available as a
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419 filter.
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420
7875cd9af1cb documentation in structured text source form
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421 Here's a simple example of a filter template.::
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422
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423 <property name=status>
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424 <display call="checklist('status')">
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425 </property>
7875cd9af1cb documentation in structured text source form
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426 <br>
7875cd9af1cb documentation in structured text source form
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427 <property name=priority>
7875cd9af1cb documentation in structured text source form
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428 <display call="checklist('priority')">
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429 </property>
7875cd9af1cb documentation in structured text source form
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430 <br>
7875cd9af1cb documentation in structured text source form
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431 <property name=fixer>
7875cd9af1cb documentation in structured text source form
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432 <display call="menu('fixer')">
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433 </property>
7875cd9af1cb documentation in structured text source form
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434
7875cd9af1cb documentation in structured text source form
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435 The standard index generation code appends a section to the index pages which
7875cd9af1cb documentation in structured text source form
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436 allows selection of the filters - from those which are defined in the filter
7875cd9af1cb documentation in structured text source form
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437 template.
7875cd9af1cb documentation in structured text source form
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438
7875cd9af1cb documentation in structured text source form
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diff changeset
439 Index Section
7875cd9af1cb documentation in structured text source form
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440 :::::::::::::
7875cd9af1cb documentation in structured text source form
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441
7875cd9af1cb documentation in structured text source form
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442 The template for an index section describes one row of the index table.
7875cd9af1cb documentation in structured text source form
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443 Fragments enclosed in <property>...</property> tags are included or omitted
7875cd9af1cb documentation in structured text source form
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444 depending on whether the view specifier requests a column for a particular
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445 property. The table cells should contain <display> tags to display the values
7875cd9af1cb documentation in structured text source form
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446 of the item's properties.
7875cd9af1cb documentation in structured text source form
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447
7875cd9af1cb documentation in structured text source form
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448 Here's a simple example of an index template.::
7875cd9af1cb documentation in structured text source form
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diff changeset
449
7875cd9af1cb documentation in structured text source form
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450 <tr>
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451 <property name=title>
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452 <td><display call="plain('title', max=50)"></td>
7875cd9af1cb documentation in structured text source form
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453 </property>
7875cd9af1cb documentation in structured text source form
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454 <property name=status>
7875cd9af1cb documentation in structured text source form
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455 <td><display call="plain('status')"></td>
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456 </property>
7875cd9af1cb documentation in structured text source form
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457 <property name=fixer>
7875cd9af1cb documentation in structured text source form
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458 <td><display call="plain('fixer')"></td>
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459 </property>
7875cd9af1cb documentation in structured text source form
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diff changeset
460 </tr>
7875cd9af1cb documentation in structured text source form
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461
7875cd9af1cb documentation in structured text source form
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diff changeset
462 Sorting
7875cd9af1cb documentation in structured text source form
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diff changeset
463 :::::::
7875cd9af1cb documentation in structured text source form
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diff changeset
464
7875cd9af1cb documentation in structured text source form
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465 String and Date values are sorted in the natural way. Link properties are
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466 sorted according to the value of the "order" property on the linked nodes if it
7875cd9af1cb documentation in structured text source form
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467 is present; or otherwise on the key string of the linked nodes; or finally on
7875cd9af1cb documentation in structured text source form
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diff changeset
468 the node ids. Multilink properties are sorted according to how many links are
7875cd9af1cb documentation in structured text source form
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469 present.
7875cd9af1cb documentation in structured text source form
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diff changeset
470
7875cd9af1cb documentation in structured text source form
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diff changeset
471 Item Views
7875cd9af1cb documentation in structured text source form
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parents:
diff changeset
472 ~~~~~~~~~~
7875cd9af1cb documentation in structured text source form
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diff changeset
473
7875cd9af1cb documentation in structured text source form
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diff changeset
474 An item view contains an editor section and a spool section. At the top of an
7875cd9af1cb documentation in structured text source form
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475 item view, links to superseding and superseded items are always displayed.
7875cd9af1cb documentation in structured text source form
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diff changeset
476
7875cd9af1cb documentation in structured text source form
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diff changeset
477 Editor Section
7875cd9af1cb documentation in structured text source form
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diff changeset
478 ::::::::::::::
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479
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480 The editor section is generated from a template containing <display> tags to
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481 insert the appropriate widgets for editing properties.
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482
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483 Here's an example of a basic editor template.::
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484
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485 <table>
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486 <tr>
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487 <td colspan=2>
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488 <display call="field('title', size=60)">
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489 </td>
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490 </tr>
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491 <tr>
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492 <td>
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493 <display call="field('fixer', size=30)">
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494 </td>
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495 <td>
7875cd9af1cb documentation in structured text source form
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496 <display call="menu('status')>
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497 </td>
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498 </tr>
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499 <tr>
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500 <td>
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501 <display call="field('nosy', size=30)">
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502 </td>
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503 <td>
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504 <display call="menu('priority')>
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505 </td>
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506 </tr>
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507 <tr>
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508 <td colspan=2>
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509 <display call="note()">
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510 </td>
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511 </tr>
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512 </table>
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513
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514 As shown in the example, the editor template can also request the display of a
7875cd9af1cb documentation in structured text source form
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515 "note" field, which is a text area for entering a note to go along with a
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516 change.
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517
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518 When a change is submitted, the system automatically generates a message
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519 describing the changed properties.
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520
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521 If a note is given in the "note" field, the note is appended to the
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522 description. The message is then added to the item's message spool (thus
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523 triggering the standard detector to react by sending out this message to the
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524 nosy list).
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525
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526 The message also displays all of the property values on the item and indicates
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527 which ones have changed. An example of such a message might be this::
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528
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529 Polly's taken a turn for the worse - this is now really important!
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530 -----
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531 title: Polly Parrot is dead
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532 priority: critical
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533 status: unread -> in-progress
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534 fixer: terry
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535 keywords: parrot,plumage,perch,nailed,dead
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536
7875cd9af1cb documentation in structured text source form
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537 Spool Section
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538 :::::::::::::
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539
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540 The spool section lists messages in the item's "messages" property. The index
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541 of messages displays the "date", "author", and "summary" properties on the
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542 message nodes, and selecting a message takes you to its content.
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543
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544 The <property> tag used in the index may also be used here - it checks to see
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545 if the nominated Multilink property has any entries. This can be used to
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546 eliminate sections of the spool section if the property has no entries.::
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547
7875cd9af1cb documentation in structured text source form
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548 <property name="files">
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549 <tr class="strong-header">
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550 <td><b>Files</b></td>
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551 </tr>
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552
7875cd9af1cb documentation in structured text source form
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553 <tr>
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554 <td><display call="list('files')"></td>
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555 </tr>
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556 </property>
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557
7875cd9af1cb documentation in structured text source form
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558
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