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annotate doc/customizing.txt @ 1100:f96deb4fb935
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| author | Richard Jones <richard@users.sourceforge.net> |
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| date | Tue, 10 Sep 2002 12:42:46 +0000 |
| parents | c5819344714c |
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1 =================== |
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2 Customising Roundup |
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3 =================== |
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4 |
| 1100 | 5 :Version: $Revision: 1.27 $ |
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6 |
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7 .. This document borrows from the ZopeBook section on ZPT. The original is at: |
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8 http://www.zope.org/Documentation/Books/ZopeBook/current/ZPT.stx |
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9 |
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10 .. contents:: |
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11 |
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12 |
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13 What You Can Do |
| 1098 | 14 =============== |
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15 |
| 935 | 16 Customisation of Roundup can take one of five forms: |
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17 |
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18 1. `tracker configuration`_ file changes |
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19 2. database, or `tracker schema`_ changes |
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20 3. "definition" class `database content`_ changes |
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21 4. behavioural changes, through detectors_ |
| 935 | 22 5. `access controls`_ |
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23 |
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24 The third case is special because it takes two distinctly different forms |
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25 depending upon whether the tracker has been initialised or not. The other two |
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26 may be done at any time, before or after tracker initialisation. Yes, this |
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27 includes adding or removing properties from classes. |
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28 |
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29 |
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30 Trackers in a Nutshell |
| 1098 | 31 ====================== |
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32 |
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33 Trackers have the following structure: |
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34 |
| 1098 | 35 =================== ======================================================== |
| 36 Tracker File Description | |
| 37 =================== ======================================================== | |
| 38 config.py Holds the basic `tracker configuration`_ | |
| 39 dbinit.py Holds the `tracker schema`_ | |
| 40 interfaces.py Defines the Web and E-Mail interfaces for the tracker | |
| 41 select_db.py Selects the database back-end for the tracker | |
| 42 db/ Holds the tracker's database | |
| 43 db/files/ Holds the tracker's upload files and messages | |
| 44 detectors/ Auditors and reactors for this tracker | |
| 45 html/ Web interface templates, images and style sheets | |
| 46 =================== ======================================================== | |
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47 |
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48 Tracker Configuration |
| 1098 | 49 ===================== |
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50 |
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51 The config.py located in your tracker home contains the basic |
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52 configuration for the web and e-mail components of roundup's interfaces. This |
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53 file is a Python module. The configuration variables available are: |
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54 |
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55 **TRACKER_HOME** - ``os.path.split(__file__)[0]`` |
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56 The tracker home directory. The above default code will automatically |
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57 determine the tracker home for you. |
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58 |
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59 **MAILHOST** - ``'localhost'`` |
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60 The SMTP mail host that roundup will use to send e-mail. |
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61 |
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62 **MAIL_DOMAIN** - ``'your.tracker.email.domain.example'`` |
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63 The domain name used for email addresses. |
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64 |
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65 **DATABASE** - ``os.path.join(TRACKER_HOME, 'db')`` |
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66 This is the directory that the database is going to be stored in. By default |
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67 it is in the tracker home. |
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68 |
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69 **TEMPLATES** - ``os.path.join(TRACKER_HOME, 'html')`` |
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70 This is the directory that the HTML templates reside in. By default they are |
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71 in the tracker home. |
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72 |
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73 **TRACKER_NAME** - ``'Roundup issue tracker'`` |
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74 A descriptive name for your roundup tracker. This is sent out in e-mails and |
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75 appears in the heading of CGI pages. |
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76 |
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77 **TRACKER_EMAIL** - ``'issue_tracker@%s'%MAIL_DOMAIN`` |
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78 The email address that e-mail sent to roundup should go to. Think of it as the |
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79 tracker's personal e-mail address. |
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80 |
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81 **TRACKER_WEB** - ``'http://your.tracker.url.example/'`` |
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82 The web address that the tracker is viewable at. This will be included in |
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83 information sent to users of the tracker. |
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84 |
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85 **ADMIN_EMAIL** - ``'roundup-admin@%s'%MAIL_DOMAIN`` |
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86 The email address that roundup will complain to if it runs into trouble. |
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87 |
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88 **MESSAGES_TO_AUTHOR** - ``'yes'`` or``'no'`` |
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89 Send nosy messages to the author of the message. |
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90 |
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91 **ADD_AUTHOR_TO_NOSY** - ``'new'``, ``'yes'`` or ``'no'`` |
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92 Does the author of a message get placed on the nosy list automatically? |
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93 If ``'new'`` is used, then the author will only be added when a message |
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94 creates a new issue. If ``'yes'``, then the author will be added on followups |
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95 too. If ``'no'``, they're never added to the nosy. |
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96 |
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97 **ADD_RECIPIENTS_TO_NOSY** - ``'new'``, ``'yes'`` or ``'no'`` |
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98 Do the recipients (To:, Cc:) of a message get placed on the nosy list? |
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99 If ``'new'`` is used, then the recipients will only be added when a message |
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100 creates a new issue. If ``'yes'``, then the recipients will be added on |
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101 followups too. If ``'no'``, they're never added to the nosy. |
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102 |
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103 **EMAIL_SIGNATURE_POSITION** - ``'top'``, ``'bottom'`` or ``'none'`` |
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104 Where to place the email signature in messages that Roundup generates. |
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105 |
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106 **EMAIL_KEEP_QUOTED_TEXT** - ``'yes'`` or ``'no'`` |
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107 Keep email citations. Citations are the part of e-mail which the sender has |
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108 quoted in their reply to previous e-mail. |
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109 |
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110 **EMAIL_LEAVE_BODY_UNCHANGED** - ``'no'`` |
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111 Preserve the email body as is. Enabiling this will cause the entire message |
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112 body to be stored, including all citations and signatures. It should be |
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113 either ``'yes'`` or ``'no'``. |
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114 |
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115 **MAIL_DEFAULT_CLASS** - ``'issue'`` or ``''`` |
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116 Default class to use in the mailgw if one isn't supplied in email |
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117 subjects. To disable, comment out the variable below or leave it blank. |
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118 |
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119 The default config.py is given below - as you |
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120 can see, the MAIL_DOMAIN must be edited before any interaction with the |
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121 tracker is attempted.:: |
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122 |
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123 # roundup home is this package's directory |
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124 TRACKER_HOME=os.path.split(__file__)[0] |
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125 |
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126 # The SMTP mail host that roundup will use to send mail |
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127 MAILHOST = 'localhost' |
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128 |
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129 # The domain name used for email addresses. |
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130 MAIL_DOMAIN = 'your.tracker.email.domain.example' |
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131 |
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132 # This is the directory that the database is going to be stored in |
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133 DATABASE = os.path.join(TRACKER_HOME, 'db') |
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134 |
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135 # This is the directory that the HTML templates reside in |
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136 TEMPLATES = os.path.join(TRACKER_HOME, 'html') |
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137 |
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138 # A descriptive name for your roundup tracker |
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139 TRACKER_NAME = 'Roundup issue tracker' |
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140 |
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141 # The email address that mail to roundup should go to |
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142 TRACKER_EMAIL = 'issue_tracker@%s'%MAIL_DOMAIN |
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143 |
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144 # The web address that the tracker is viewable at |
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145 TRACKER_WEB = 'http://your.tracker.url.example/' |
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146 |
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147 # The email address that roundup will complain to if it runs into trouble |
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148 ADMIN_EMAIL = 'roundup-admin@%s'%MAIL_DOMAIN |
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149 |
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150 # Send nosy messages to the author of the message |
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151 MESSAGES_TO_AUTHOR = 'no' # either 'yes' or 'no' |
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152 |
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153 # Does the author of a message get placed on the nosy list automatically? |
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154 # If 'new' is used, then the author will only be added when a message |
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155 # creates a new issue. If 'yes', then the author will be added on followups |
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156 # too. If 'no', they're never added to the nosy. |
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157 ADD_AUTHOR_TO_NOSY = 'new' # one of 'yes', 'no', 'new' |
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158 |
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159 # Do the recipients (To:, Cc:) of a message get placed on the nosy list? |
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160 # If 'new' is used, then the recipients will only be added when a message |
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161 # creates a new issue. If 'yes', then the recipients will be added on followups |
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162 # too. If 'no', they're never added to the nosy. |
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163 ADD_RECIPIENTS_TO_NOSY = 'new' # either 'yes', 'no', 'new' |
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164 |
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165 # Where to place the email signature |
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166 EMAIL_SIGNATURE_POSITION = 'bottom' # one of 'top', 'bottom', 'none' |
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167 |
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168 # Keep email citations |
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169 EMAIL_KEEP_QUOTED_TEXT = 'no' # either 'yes' or 'no' |
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170 |
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171 # Preserve the email body as is |
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172 EMAIL_LEAVE_BODY_UNCHANGED = 'no' # either 'yes' or 'no' |
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173 |
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174 # Default class to use in the mailgw if one isn't supplied in email |
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175 # subjects. To disable, comment out the variable below or leave it blank. |
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176 # Examples: |
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177 MAIL_DEFAULT_CLASS = 'issue' # use "issue" class by default |
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178 #MAIL_DEFAULT_CLASS = '' # disable (or just comment the var out) |
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179 |
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180 Tracker Schema |
| 1098 | 181 ============== |
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182 |
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183 Note: if you modify the schema, you'll most likely need to edit the |
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184 `web interface`_ HTML template files and `detectors`_ to reflect |
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185 your changes. |
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186 |
| 1091 | 187 A tracker schema defines what data is stored in the tracker's database. |
| 188 The | |
| 189 schemas shipped with Roundup turn it into a typical software bug tracker or | |
| 190 help desk. | |
| 191 | |
| 192 XXX make sure we ship the help desk | |
| 193 | |
| 194 Schemas are defined using Python code in the ``dbinit.py`` module of your | |
| 195 tracker. The "classic" schema looks like this:: | |
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196 |
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197 pri = Class(db, "priority", name=String(), order=String()) |
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198 pri.setkey("name") |
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199 pri.create(name="critical", order="1") |
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200 pri.create(name="urgent", order="2") |
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201 pri.create(name="bug", order="3") |
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202 pri.create(name="feature", order="4") |
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203 pri.create(name="wish", order="5") |
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204 |
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205 stat = Class(db, "status", name=String(), order=String()) |
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206 stat.setkey("name") |
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207 stat.create(name="unread", order="1") |
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208 stat.create(name="deferred", order="2") |
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209 stat.create(name="chatting", order="3") |
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210 stat.create(name="need-eg", order="4") |
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211 stat.create(name="in-progress", order="5") |
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212 stat.create(name="testing", order="6") |
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213 stat.create(name="done-cbb", order="7") |
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214 stat.create(name="resolved", order="8") |
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215 |
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216 keyword = Class(db, "keyword", name=String()) |
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217 keyword.setkey("name") |
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218 |
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219 user = Class(db, "user", username=String(), password=String(), |
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220 address=String(), realname=String(), phone=String(), |
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221 organisation=String()) |
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222 user.setkey("username") |
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223 user.create(username="admin", password=adminpw, |
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224 address=config.ADMIN_EMAIL) |
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225 |
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226 msg = FileClass(db, "msg", author=Link("user"), recipients=Multilink |
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227 ("user"), date=Date(), summary=String(), files=Multilink("file")) |
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228 |
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229 file = FileClass(db, "file", name=String(), type=String()) |
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230 |
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231 issue = IssueClass(db, "issue", assignedto=Link("user"), |
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232 topic=Multilink("keyword"), priority=Link("priority"), status=Link |
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233 ("status")) |
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234 issue.setkey('title') |
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235 |
| 1083 | 236 XXX security definitions |
| 237 | |
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238 Classes and Properties - creating a new information store |
| 1098 | 239 --------------------------------------------------------- |
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240 |
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241 In the tracker above, we've defined 7 classes of information: |
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242 |
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243 priority |
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244 Defines the possible levels of urgency for issues. |
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245 |
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246 status |
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247 Defines the possible states of processing the issue may be in. |
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248 |
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249 keyword |
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250 Initially empty, will hold keywords useful for searching issues. |
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251 |
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252 user |
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253 Initially holding the "admin" user, will eventually have an entry for all |
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254 users using roundup. |
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255 |
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256 msg |
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257 Initially empty, will all e-mail messages sent to or generated by |
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258 roundup. |
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259 |
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260 file |
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261 Initially empty, will all files attached to issues. |
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262 |
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263 issue |
| 1091 | 264 Initially empty, this is where the issue information is stored. |
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265 |
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266 We define the "priority" and "status" classes to allow two things: reduction in |
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267 the amount of information stored on the issue and more powerful, accurate |
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268 searching of issues by priority and status. By only requiring a link on the |
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269 issue (which is stored as a single number) we reduce the chance that someone |
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270 mis-types a priority or status - or simply makes a new one up. |
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271 |
| 1091 | 272 Class and Items |
| 1098 | 273 ~~~~~~~~~~~~~~~ |
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274 |
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275 A Class defines a particular class (or type) of data that will be stored in the |
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276 database. A class comprises one or more properties, which given the information |
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277 about the class items. |
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278 The actual data entered into the database, using class.create() are called |
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279 items. They have a special immutable property called id. We sometimes refer to |
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280 this as the itemid. |
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281 |
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282 Properties |
| 1098 | 283 ~~~~~~~~~~ |
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284 |
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285 A Class is comprised of one or more properties of the following types: |
| 1091 | 286 |
| 287 * String properties are for storing arbitrary-length strings. | |
| 288 * Password properties are for storing encoded arbitrary-length strings. The | |
| 289 default encoding is defined on the roundup.password.Password class. | |
| 290 * Date properties store date-and-time stamps. Their values are Timestamp | |
| 291 objects. | |
| 292 * Number properties store numeric values. | |
| 293 * Boolean properties store on/off, yes/no, true/false values. | |
| 294 * A Link property refers to a single other item selected from a specified | |
| 295 class. The class is part of the property; the value is an integer, the id | |
| 296 of the chosen item. | |
| 297 * A Multilink property refers to possibly many items in a specified class. | |
| 298 The value is a list of integers. | |
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299 |
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300 FileClass |
| 1098 | 301 ~~~~~~~~~ |
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302 |
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303 FileClasses save their "content" attribute off in a separate file from the rest |
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304 of the database. This reduces the number of large entries in the database, |
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305 which generally makes databases more efficient, and also allows us to use |
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306 command-line tools to operate on the files. They are stored in the files sub- |
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307 directory of the db directory in your tracker. |
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308 |
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309 IssueClass |
| 1098 | 310 ~~~~~~~~~~ |
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311 |
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312 IssueClasses automatically include the "messages", "files", "nosy", and |
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313 "superseder" properties. |
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314 The messages and files properties list the links to the messages and files |
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315 related to the issue. The nosy property is a list of links to users who wish to |
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316 be informed of changes to the issue - they get "CC'ed" e-mails when messages |
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317 are sent to or generated by the issue. The nosy reactor (in the detectors |
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318 directory) handles this action. The superceder link indicates an issue which |
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319 has superceded this one. |
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320 They also have the dynamically generated "creation", "activity" and "creator" |
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321 properties. |
| 1091 | 322 The value of the "creation" property is the date when an item was created, and |
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323 the value of the "activity" property is the date when any property on the item |
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324 was last edited (equivalently, these are the dates on the first and last |
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325 records in the item's journal). The "creator" property holds a link to the user |
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326 that created the issue. |
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327 |
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328 setkey(property) |
| 1098 | 329 ~~~~~~~~~~~~~~~~ |
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330 |
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331 Select a String property of the class to be the key property. The key property |
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332 muse be unique, and allows references to the items in the class by the content |
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333 of the key property. That is, we can refer to users by their username, e.g. |
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334 let's say that there's an issue in roundup, issue 23. There's also a user, |
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335 richard who happens to be user 2. To assign an issue to him, we could do either |
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336 of:: |
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337 |
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338 roundup-admin set issue assignedto=2 |
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339 |
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340 or:: |
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341 |
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342 roundup-admin set issue assignedto=richard |
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343 |
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344 Note, the same thing can be done in the web and e-mail interfaces. |
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345 |
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346 create(information) |
| 1098 | 347 ~~~~~~~~~~~~~~~~~~~ |
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348 |
| 1091 | 349 Create an item in the database. This is generally used to create items in the |
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350 "definitional" classes like "priority" and "status". |
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351 |
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352 |
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353 Examples of adding to your schema |
| 1098 | 354 --------------------------------- |
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355 |
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356 TODO |
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357 |
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358 |
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359 Detectors - adding behaviour to your tracker |
| 1098 | 360 ============================================ |
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361 .. _detectors: |
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362 |
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363 The detectors in your tracker fire before (*auditors*) and after (*reactors*) |
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364 changes to the contents of your database. They are Python modules that sit in |
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365 your tracker's ``detectors`` directory. You will have some installed by |
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366 default - have a look. You can write new detectors or modify the existing |
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367 ones. The existing detectors installed for you are: |
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368 |
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369 **nosyreaction.py** |
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370 This provides the automatic nosy list maintenance and email sending. The nosy |
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371 reactor (``nosyreaction``) fires when new messages are added to issues. |
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372 The nosy auditor (``updatenosy``) fires when issues are changed and figures |
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373 what changes need to be made to the nosy list (like adding new authors etc) |
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374 **statusauditor.py** |
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375 This provides the ``chatty`` auditor which changes the issue status from |
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376 ``unread`` or ``closed`` to ``chatting`` if new messages appear. It also |
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377 provides the ``presetunread`` auditor which pre-sets the status to |
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378 ``unread`` on new items if the status isn't explicitly defined. |
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379 |
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380 See the detectors section in the `design document`__ for details of the |
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381 interface for detectors. |
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382 |
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383 __ design.html |
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384 |
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385 Sample additional detectors that have been found useful will appear in the |
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386 ``detectors`` directory of the Roundup distribution: |
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387 |
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388 **newissuecopy.py** |
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389 This detector sends an email to a team address whenever a new issue is |
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390 created. The address is hard-coded into the detector, so edit it before you |
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391 use it (look for the text 'team@team.host') or you'll get email errors! |
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392 |
| 1100 | 393 The detector code:: |
| 394 | |
| 395 from roundup import roundupdb | |
| 396 | |
| 397 def newissuecopy(db, cl, nodeid, oldvalues): | |
| 398 ''' Copy a message about new issues to a team address. | |
| 399 ''' | |
| 400 # so use all the messages in the create | |
| 401 change_note = cl.generateCreateNote(nodeid) | |
| 402 | |
| 403 # send a copy to the nosy list | |
| 404 for msgid in cl.get(nodeid, 'messages'): | |
| 405 try: | |
| 406 # note: last arg must be a list | |
| 407 cl.send_message(nodeid, msgid, change_note, ['team@team.host']) | |
| 408 except roundupdb.MessageSendError, message: | |
| 409 raise roundupdb.DetectorError, message | |
| 410 | |
| 411 def init(db): | |
| 412 db.issue.react('create', newissuecopy) | |
| 1091 | 413 |
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414 |
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415 Database Content |
| 1098 | 416 ================ |
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417 |
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418 Note: if you modify the content of definitional classes, you'll most likely |
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419 need to edit the tracker `detectors`_ to reflect your changes. |
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420 |
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421 Customisation of the special "definitional" classes (eg. status, priority, |
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422 resolution, ...) may be done either before or after the tracker is |
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423 initialised. The actual method of doing so is completely different in each |
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424 case though, so be careful to use the right one. |
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425 |
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426 **Changing content before tracker initialisation** |
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427 Edit the dbinit module in your tracker to alter the items created in using |
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428 the create() methods. |
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429 |
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430 **Changing content after tracker initialisation** |
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431 Use the roundup-admin interface's create, set and retire methods to add, |
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432 alter or remove items from the classes in question. |
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433 |
| 1091 | 434 XXX example |
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435 |
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436 |
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437 Web Interface |
| 1098 | 438 ============= |
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439 |
| 1091 | 440 The web is provided by the roundup.cgi.client module and is used by |
| 441 roundup.cgi, roundup-server and ZRoundup. | |
| 442 In all cases, we determine which tracker is being accessed | |
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443 (the first part of the URL path inside the scope of the CGI handler) and pass |
| 1091 | 444 control on to the tracker interfaces.Client class - which uses the Client class |
| 445 from roundup.cgi.client - which handles the rest of | |
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446 the access through its main() method. This means that you can do pretty much |
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447 anything you want as a web interface to your tracker. |
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448 |
| 1091 | 449 Repurcussions of changing the tracker schema |
| 1098 | 450 --------------------------------------------- |
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451 |
| 1091 | 452 If you choose to change the `tracker schema`_ you will need to ensure the web |
| 453 interface knows about it: | |
| 454 | |
| 455 1. Index, item and search pages for the relevant classes may need to have | |
| 456 properties added or removed, | |
| 457 2. The "page" template may require links to be changed, as might the "home" | |
| 458 page's content arguments. | |
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459 |
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460 How requests are processed |
| 1098 | 461 -------------------------- |
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462 |
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463 The basic processing of a web request proceeds as follows: |
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464 |
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465 1. figure out who we are, defaulting to the "anonymous" user |
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466 2. figure out what the request is for - we call this the "context" |
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467 3. handle any requested action (item edit, search, ...) |
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468 4. render a template, resulting in HTML output |
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469 |
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470 In some situations, exceptions occur: |
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471 |
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472 - HTTP Redirect (generally raised by an action) |
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473 - SendFile (generally raised by determine_context) |
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474 here we serve up a FileClass "content" property |
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475 - SendStaticFile (generally raised by determine_context) |
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476 here we serve up a file from the tracker "html" directory |
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477 - Unauthorised (generally raised by an action) |
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478 here the action is cancelled, the request is rendered and an error |
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479 message is displayed indicating that permission was not |
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480 granted for the action to take place |
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481 - NotFound (raised wherever it needs to be) |
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482 this exception percolates up to the CGI interface that called the client |
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483 |
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484 Determining web context |
| 1098 | 485 ----------------------- |
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486 |
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487 To determine the "context" of a request, we look at the URL and the special |
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488 request variable ``:template``. The URL path after the tracker identifier |
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489 is examined. Typical URL paths look like: |
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490 |
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491 1. ``/tracker/issue`` |
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492 2. ``/tracker/issue1`` |
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493 3. ``/tracker/_file/style.css`` |
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494 4. ``/cgi-bin/roundup.cgi/tracker/file1`` |
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495 5. ``/cgi-bin/roundup.cgi/tracker/file1/kitten.png`` |
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496 |
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497 where the "tracker identifier" is "tracker" in the above cases. That means |
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498 we're looking at "issue", "issue1", "_file/style.css", "file1" and |
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499 "file1/kitten.png" in the cases above. The path is generally only one |
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500 entry long - longer paths are handled differently. |
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501 |
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502 a. if there is no path, then we are in the "home" context. |
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503 b. if the path starts with "_file" (as in example 3, |
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504 "/tracker/_file/style.css"), then the additional path entry, |
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505 "style.css" specifies the filename of a static file we're to serve up |
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506 from the tracker "html" directory. Raises a SendStaticFile |
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507 exception. |
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508 c. if there is something in the path (as in example 1, "issue"), it identifies |
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509 the tracker class we're to display. |
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510 d. if the path is an item designator (as in examples 2 and 4, "issue1" and |
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511 "file1"), then we're to display a specific item. |
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512 e. if the path starts with an item designator and is longer than |
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513 one entry (as in example 5, "file1/kitten.png"), then we're assumed |
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514 to be handling an item of a |
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515 FileClass, and the extra path information gives the filename |
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516 that the client is going to label the download with (ie |
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517 "file1/kitten.png" is nicer to download than "file1"). This |
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518 raises a SendFile exception. |
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519 |
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520 Both b. and e. stop before we bother to |
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521 determine the template we're going to use. That's because they |
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522 don't actually use templates. |
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523 |
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524 The template used is specified by the ``:template`` CGI variable, |
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525 which defaults to: |
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526 |
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527 - only classname suplied: "index" |
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528 - full item designator supplied: "item" |
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529 |
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530 |
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531 Performing actions in web requests |
| 1098 | 532 ---------------------------------- |
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533 |
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534 When a user requests a web page, they may optionally also request for an |
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535 action to take place. As described in `how requests are processed`_, the |
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536 action is performed before the requested page is generated. Actions are |
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537 triggered by using a ``:action`` CGI variable, where the value is one of: |
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538 |
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539 login |
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540 Attempt to log a user in. |
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541 logout |
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542 Log the user out - make them "anonymous". |
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543 register |
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544 Attempt to create a new user based on the contents of the form and then log |
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545 them in. |
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546 edit |
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547 Perform an edit of an item in the database. There are some special form |
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548 elements you may use: |
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549 |
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550 :link=designator:property and :multilink=designator:property |
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551 The value specifies an item designator and the property on that |
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552 item to add _this_ item to as a link or multilink. |
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553 :note |
|
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554 Create a message and attach it to the current item's |
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555 "messages" property. |
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556 :file |
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557 Create a file and attach it to the current item's |
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558 "files" property. Attach the file to the message created from |
| 1091 | 559 the :note if it's supplied. |
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560 :required=property,property,... |
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561 The named properties are required to be filled in the form. |
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562 |
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563 new |
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564 Add a new item to the database. You may use the same special form elements |
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565 as in the "edit" action. |
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566 |
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567 editCSV |
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568 Performs an edit of all of a class' items in one go. See also the |
|
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569 *class*.csv templating method which generates the CSV data to be edited, and |
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570 the "_generic.index" template which uses both of these features. |
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571 |
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572 search |
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573 Mangle some of the form variables. |
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574 |
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575 Set the form ":filter" variable based on the values of the |
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576 filter variables - if they're set to anything other than |
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577 "dontcare" then add them to :filter. |
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578 |
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579 Also handle the ":queryname" variable and save off the query to |
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580 the user's query list. |
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581 |
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582 Each of the actions is implemented by a corresponding *actionAction* (where |
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583 "action" is the name of the action) method on |
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584 the roundup.cgi.Client class, which also happens to be in your tracker as |
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585 interfaces.Client. So if you need to define new actions, you may add them |
| 1098 | 586 there (see `defining new web actions`_). |
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587 |
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588 Each action also has a corresponding *actionPermission* (where |
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589 "action" is the name of the action) method which determines |
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590 whether the action is permissible given the current user. The base permission |
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591 checks are: |
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592 |
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593 login |
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594 Determine whether the user has permission to log in. |
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595 Base behaviour is to check the user has "Web Access". |
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596 logout |
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597 No permission checks are made. |
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598 register |
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599 Determine whether the user has permission to register |
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600 Base behaviour is to check the user has "Web Registration". |
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601 edit |
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602 Determine whether the user has permission to edit this item. |
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603 Base behaviour is to check the user can edit this class. If we're |
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604 editing the "user" class, users are allowed to edit their own |
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605 details. Unless it's the "roles" property, which requires the |
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606 special Permission "Web Roles". |
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607 new |
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608 Determine whether the user has permission to create (edit) this item. |
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609 Base behaviour is to check the user can edit this class. No |
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610 additional property checks are made. Additionally, new user items |
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611 may be created if the user has the "Web Registration" Permission. |
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612 editCSV |
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613 Determine whether the user has permission to edit this class. |
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614 Base behaviour is to check the user can edit this class. |
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615 search |
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616 Determine whether the user has permission to search this class. |
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617 Base behaviour is to check the user can view this class. |
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618 |
|
659
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619 |
| 1091 | 620 Default templates |
| 1098 | 621 ----------------- |
| 1091 | 622 |
| 623 Most customisation of the web view can be done by modifying the templates in | |
| 624 the tracker **html** directory. There are several types of files in there: | |
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625 |
| 1091 | 626 page |
| 1100 | 627 This template defines the overall look of your tracker. When you |
| 1091 | 628 view an issue, it appears inside this template. When you view an index, it |
| 1100 | 629 also appears inside this template. It will have a ``tal:content`` or |
| 630 ``tal:replace`` command with the expression ``structure content`` which | |
| 631 will show the issue, list of issues or whatever. | |
| 1091 | 632 home |
| 633 the default page displayed when no other page is indicated by the user | |
| 634 home.classlist | |
| 635 a special version of the default page that lists the classes in the tracker | |
| 636 *classname*.item | |
| 637 displays an item of the *classname* class | |
| 638 *classname*.index | |
| 639 displays a list of *classname* items | |
| 640 *classname*.search | |
| 641 displays a search page for *classname* items | |
| 642 _generic.index | |
| 643 used to display a list of items where there is no *classname*.index available | |
| 644 _generic.help | |
| 645 used to display a "class help" page where there is no *classname*.help | |
| 646 user.register | |
| 647 a special page just for the user class that renders the registration page | |
| 648 style.css | |
| 649 a static file that is served up as-is | |
|
659
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650 |
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651 How the templates work |
| 1098 | 652 ---------------------- |
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653 |
| 1083 | 654 Roundup's templates consist of special attributes on your template tags. These |
| 655 attributes form the Template Attribute Language, or TAL. The commands are: | |
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656 |
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657 |
| 1083 | 658 tal:define="variable expression; variable expression; ..." |
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659 Define a new variable that is local to this tag and its contents. For |
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660 example:: |
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661 |
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662 <html tal:define="title request/description"> |
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663 <head><title tal:content="title"></title></head> |
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664 </html> |
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665 |
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666 In the example, the variable "title" is defined as being the result of the |
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667 expression "request/description". The tal:content command inside the <html> |
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668 tag may then use the "title" variable. |
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669 |
| 1083 | 670 tal:condition="expression" |
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671 Only keep this tag and its contents if the expression is true. For example:: |
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672 |
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673 <p tal:condition="python:request.user.hasPermission('View', 'issue')"> |
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674 Display some issue information. |
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675 </p> |
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676 |
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677 In the example, the <p> tag and its contents are only displayed if the |
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678 user has the View permission for issues. We consider the number zero, a |
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679 blank string, an empty list, and the built-in variable nothing to be false |
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680 values. Nearly every other value is true, including non-zero numbers, and |
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681 strings with anything in them (even spaces!). |
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682 |
| 1083 | 683 tal:repeat="variable expression" |
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684 Repeat this tag and its contents for each element of the sequence that the |
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685 expression returns, defining a new local variable and a special "repeat" |
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686 variable for each element. For example:: |
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687 |
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688 <tr tal:repeat="u user/list"> |
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689 <td tal:content="u/id"></td> |
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690 <td tal:content="u/username"></td> |
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691 <td tal:content="u/realname"></td> |
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692 </tr> |
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693 |
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694 The example would iterate over the sequence of users returned by |
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695 "user/list" and define the local variable "u" for each entry. |
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696 |
| 1083 | 697 tal:replace="expression" |
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698 Replace this tag with the result of the expression. For example:: |
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699 |
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700 <span tal:replace="request/user/realname"></span> |
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701 |
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702 The example would replace the <span> tag and its contents with the user's |
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703 realname. If the user's realname was "Bruce" then the resultant output |
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704 would be "Bruce". |
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705 |
| 1083 | 706 tal:content="expression" |
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707 Replace the contents of this tag with the result of the expression. For |
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708 example:: |
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709 |
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710 <span tal:content="request/user/realname">user's name appears here</span> |
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711 |
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712 The example would replace the contents of the <span> tag with the user's |
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713 realname. If the user's realname was "Bruce" then the resultant output |
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714 would be "<span>Bruce</span>". |
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715 |
| 1083 | 716 tal:attributes="attribute expression; attribute expression; ..." |
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717 Set attributes on this tag to the results of expressions. For example:: |
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718 |
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|
719 <a tal:attributes="href string:user${request/user/id}">My Details</a> |
|
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|
720 |
|
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|
721 In the example, the "href" attribute of the <a> tag is set to the value of |
|
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722 the "string:user${request/user/id}" expression, which will be something |
|
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|
723 like "user123". |
|
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|
724 |
| 1083 | 725 tal:omit-tag="expression" |
|
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726 Remove this tag (but not its contents) if the expression is true. For |
|
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|
727 example:: |
|
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|
728 |
|
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|
729 <span tal:omit-tag="python:1">Hello, world!</span> |
|
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|
730 |
|
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|
731 would result in output of:: |
|
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|
732 |
|
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|
733 Hello, world! |
|
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*** empty log message ***
Richard Jones <richard@users.sourceforge.net>
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|
734 |
| 1083 | 735 Note that the commands on a given tag are evaulated in the order above, so |
| 736 *define* comes before *condition*, and so on. | |
|
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|
737 |
| 1083 | 738 Additionally, a tag is defined, tal:block, which is removed from output. Its |
| 739 content is not, but the tag itself is (so don't go using any tal:attributes | |
| 740 commands on it). This is useful for making arbitrary blocks of HTML | |
| 741 conditional or repeatable (very handy for repeating multiple table rows, | |
| 742 which would othewise require an illegal tag placement to effect the repeat). | |
|
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|
743 |
| 1083 | 744 The expressions you may use in the attibute values may be one of the following |
| 745 three forms: | |
|
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|
746 |
| 1083 | 747 Path Expressions - eg. ``item/status/checklist`` |
|
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|
748 These are object attribute / item accesses. Roughly speaking, the path |
|
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|
749 ``item/status/checklist`` is broken into parts ``item``, ``status`` |
|
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|
750 and ``checklist``. The ``item`` part is the root of the expression. |
|
8b9feca82090
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|
751 We then look for a ``status`` attribute on ``item``, or failing that, a |
|
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|
752 ``status`` item (as in ``item['status']``). If that |
|
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|
753 fails, the path expression fails. When we get to the end, the object we're |
|
8b9feca82090
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|
754 left with is evaluated to get a string - methods are called, objects are |
|
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|
755 stringified. Path expressions may have an optional ``path:`` prefix, though |
|
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|
756 they are the default expression type, so it's not necessary. |
|
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|
757 |
|
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|
758 XXX | components of expressions |
| 1083 | 759 |
|
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|
760 XXX "nothing" and "default" |
|
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|
761 |
| 1083 | 762 String Expressions - eg. ``string:hello ${user/name}`` |
|
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|
763 These expressions are simple string interpolations (though they can be just |
|
8b9feca82090
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Richard Jones <richard@users.sourceforge.net>
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|
764 plain strings with no interpolation if you want. The expression in the |
|
8b9feca82090
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|
765 ``${ ... }`` is just a path expression as above. |
|
8b9feca82090
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|
766 |
| 1083 | 767 Python Expressions - eg. ``python: 1+1`` |
|
1057
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|
768 These expressions give the full power of Python. All the "root level" |
|
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|
769 variables are available, so ``python:item.status.checklist()`` would be |
|
8b9feca82090
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|
770 equivalent to ``item/status/checklist``, assuming that ``checklist`` is |
|
8b9feca82090
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|
771 a method. |
|
8b9feca82090
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|
772 |
|
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|
773 Information available to templates |
| 1098 | 774 ---------------------------------- |
|
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|
775 |
|
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|
776 The following variables are available to templates. |
|
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|
777 |
|
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|
778 .. taken from roundup.cgi.templating.RoundupPageTemplate docstring |
|
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|
779 |
|
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|
780 *context* |
|
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|
781 The current context. This is either None, a wrapper around a |
|
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|
782 hyperdb class (an HTMLClass) or a wrapper around a hyperdb item (an |
|
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|
783 HTMLItem). |
|
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|
784 *request* |
|
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|
785 Includes information about the current request, including: |
|
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|
786 - the url |
|
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|
787 - the current index information (``filterspec``, ``filter`` args, |
|
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|
788 ``properties``, etc) parsed out of the form. |
|
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|
789 - methods for easy filterspec link generation |
|
1089
43ab730ee194
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|
790 - *user*, the current user item as an HTMLItem instance |
|
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|
791 - *form* |
|
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|
792 The current CGI form information as a mapping of form argument |
|
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|
793 name to value |
|
1089
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|
794 *tracker* |
|
43ab730ee194
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|
795 The current tracker |
|
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|
796 *db* |
|
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|
797 The current database, through which db.config may be reached. |
| 1083 | 798 *nothing* |
| 1100 | 799 This is a special variable - if an expression evaluates to this, then the |
| 800 tag (in the case of a tal:replace), its contents (in the case of | |
| 801 tal:content) or some attributes (in the case of tal:attributes) will not | |
| 802 appear in the the output. So for example:: | |
| 803 | |
| 804 <span tal:attributes="class nothing">Hello, World!</span> | |
| 805 | |
| 806 would result in:: | |
| 807 | |
| 808 <span>Hello, World!</span> | |
| 809 | |
| 1083 | 810 *default* |
| 1100 | 811 Also a special variable - if an expression evaluates to this, then the |
| 812 existing HTML in the template will not be replaced or removed, it will | |
| 813 remain. So:: | |
| 814 | |
| 815 <span tal:replace="default">Hello, World!</span> | |
| 816 | |
| 817 would result in:: | |
| 818 | |
| 819 <span>Hello, World!</span> | |
|
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|
820 |
|
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|
821 The context variable |
| 1098 | 822 ~~~~~~~~~~~~~~~~~~~~ |
|
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|
823 |
|
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|
824 The *context* variable is one of three things based on the current context |
|
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|
825 (see `determining web context`_ for how we figure this out): |
|
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|
826 |
|
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|
827 1. if we're looking at a "home" page, then it's None |
|
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|
828 2. if we're looking at a specific hyperdb class, it's an HTMLClass instance |
|
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|
829 3. if we're looking at a specific hyperdb item, it's an HTMLItem instance |
|
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|
830 |
|
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|
831 If the context is not None, we can access the properties of the class or item. |
|
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|
832 The only real difference between cases 2 and 3 above are: |
|
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|
833 |
|
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|
834 1. the properties may have a real value behind them, and this will appear if |
|
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|
835 the property is displayed through ``context/property`` or |
|
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|
836 ``context/property/field``. |
|
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|
837 2. the context's "id" property will be a false value in the second case, but |
|
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|
838 a real, or true value in the third. Thus we can determine whether we're |
|
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|
839 looking at a real item from the hyperdb by testing "context/id". |
|
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|
840 |
|
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|
841 |
|
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|
842 The request variable |
| 1098 | 843 ~~~~~~~~~~~~~~~~~~~~ |
|
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844 |
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|
845 The request variable is packed with information about the current request. |
|
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|
846 |
|
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|
847 .. taken from roundup.cgi.templating.HTMLRequest docstring |
|
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|
848 |
|
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|
849 =========== ================================================================ |
|
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|
850 Variable Holds |
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|
851 =========== ================================================================ |
|
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|
852 form the CGI form as a cgi.FieldStorage |
|
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|
853 env the CGI environment variables |
|
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|
854 url the current URL path for this request |
|
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|
855 base the base URL for this tracker |
|
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856 user a HTMLUser instance for this user |
|
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857 classname the current classname (possibly None) |
|
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|
858 template the current template (suffix, also possibly None) |
|
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|
859 form the current CGI form variables in a FieldStorage |
| 1083 | 860 =========== ================================================================ |
| 861 | |
| 862 **Index page specific variables (indexing arguments)** | |
| 863 | |
| 864 =========== ================================================================ | |
| 865 Variable Holds | |
| 866 =========== ================================================================ | |
|
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|
867 columns dictionary of the columns to display in an index page |
|
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|
868 show a convenience access to columns - request/show/colname will |
| 1098 | 869 be true if the columns should be displayed, false otherwise |
|
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|
870 sort index sort column (direction, column name) |
|
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|
871 group index grouping property (direction, column name) |
|
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|
872 filter properties to filter the index on |
|
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|
873 filterspec values to filter the index on |
|
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|
874 search_text text to perform a full-text search on for an index |
| 1083 | 875 =========== ================================================================ |
|
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876 |
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|
877 |
|
659
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|
878 Displaying Properties |
| 1098 | 879 --------------------- |
|
659
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880 |
|
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|
881 Properties appear in the user interface in three contexts: in indices, in |
|
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882 editors, and as search arguments. |
|
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883 For each type of property, there are several display possibilities. |
|
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884 For example, in an index view, a string property may just be |
|
8b9feca82090
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Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
885 printed as a plain string, but in an editor view, that property may be |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
886 displayed in an editable field. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
887 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
888 |
|
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
889 Index Views |
| 1098 | 890 ----------- |
|
659
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More documentation cleanups.
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parents:
diff
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|
891 |
|
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Richard Jones <richard@users.sourceforge.net>
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|
892 This is one of the class context views. It is also the default view for |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
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|
893 classes. The template used is "*classname*.index". |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
894 |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
895 Index View Specifiers |
| 1098 | 896 ~~~~~~~~~~~~~~~~~~~~~ |
|
659
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More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
897 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
898 An index view specifier (URL fragment) looks like this (whitespace has been |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
899 added for clarity):: |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
900 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
901 /issue?status=unread,in-progress,resolved& |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
902 topic=security,ui& |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
903 :group=+priority& |
| 1098 | 904 :sort==activity& |
|
1073
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
905 :filters=status,topic& |
|
cf30c6cdca02
More documentation.
Richard Jones <richard@users.sourceforge.net>
parents:
1070
diff
changeset
|
906 :columns=title,status,fixer |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
907 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
908 The index view is determined by two parts of the specifier: the layout part and |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
909 the filter part. The layout part consists of the query parameters that begin |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
910 with colons, and it determines the way that the properties of selected items |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
911 are displayed. The filter part consists of all the other query parameters, and |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
912 it determines the criteria by which items are selected for display. |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
913 The filter part is interactively manipulated with the form widgets displayed in |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
914 the filter section. The layout part is interactively manipulated by clicking on |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
915 the column headings in the table. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
916 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
917 The filter part selects the union of the sets of items with values matching any |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
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|
918 specified Link properties and the intersection of the sets of items with values |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
919 matching any specified Multilink properties. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
920 |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
parents:
1083
diff
changeset
|
921 The example specifies an index of "issue" items. Only items with a "status" of |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
922 either "unread" or "in-progres" or "resolved" are displayed, and only items |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
923 with "topic" values including both "security" and "ui" are displayed. The items |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
924 are grouped by priority, arranged in ascending order; and within groups, sorted |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
925 by activity, arranged in descending order. The filter section shows filters for |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
926 the "status" and "topic" properties, and the table includes columns for the |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
927 "title", "status", and "fixer" properties. |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
928 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
929 Filtering of indexes |
| 1098 | 930 ~~~~~~~~~~~~~~~~~~~~ |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
931 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
932 TODO |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
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changeset
|
933 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
934 Searching Views |
| 1098 | 935 --------------- |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
936 |
|
1074
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
937 This is one of the class context views. The template used is typically |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
938 "*classname*.search". |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
939 |
|
1057
8b9feca82090
some progress
Richard Jones <richard@users.sourceforge.net>
parents:
1003
diff
changeset
|
940 TODO |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
941 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
942 Item Views |
| 1098 | 943 ---------- |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
944 |
|
1074
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
945 The basic view of a hyperdb item is provided by the "*classname*.item" |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
946 template. It generally has three sections; an "editor", a "spool" and a |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
947 "history" section. |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
948 |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
949 |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
950 |
|
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
951 Editor Section |
| 1098 | 952 ~~~~~~~~~~~~~~ |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
953 |
|
1074
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
954 The editor section is used to manipulate the item - it may be a |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
955 static display if the user doesn't have permission to edit the item. |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
956 |
|
1074
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
957 Here's an example of a basic editor template (this is the default "classic" |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
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|
958 template issue item edit form - from the "issue.item" template):: |
|
659
e429649ed124
More documentation cleanups.
Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
959 |
|
1074
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diff
changeset
|
960 <table class="form"> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
961 <tr> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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|
962 <th nowrap>Title</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
963 <td colspan=3 tal:content="structure python:context.title.field(size=60)">title</td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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|
964 </tr> |
|
954ad22eb7d9
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diff
changeset
|
965 |
|
954ad22eb7d9
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changeset
|
966 <tr> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
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changeset
|
967 <th nowrap>Priority</th> |
|
954ad22eb7d9
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diff
changeset
|
968 <td tal:content="structure context/priority/menu">priority</td> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
969 <th nowrap>Status</th> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
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diff
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|
970 <td tal:content="structure context/status/menu">status</td> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
971 </tr> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
972 |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
973 <tr> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
974 <th nowrap>Superseder</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
975 <td> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
976 <span tal:replace="structure python:context.superseder.field(showid=1, size=20)" /> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
977 <span tal:replace="structure python:db.issue.classhelp('id,title', label='list', width=500)" /> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
978 <span tal:condition="context/superseder"> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
979 <br>View: <span tal:replace="structure python:context.superseder.link(showid=1)" /> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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changeset
|
980 </span> |
|
954ad22eb7d9
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parents:
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diff
changeset
|
981 </td> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
982 <th nowrap>Nosy List</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
983 <td> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
984 <span tal:replace="structure context/nosy/field" /> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
1073
diff
changeset
|
985 <span tal:replace="structure python:db.user.classhelp('username,realname,address,phone', label='list', width=500)" /> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
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changeset
|
986 </td> |
|
954ad22eb7d9
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diff
changeset
|
987 </tr> |
|
954ad22eb7d9
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diff
changeset
|
988 |
|
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diff
changeset
|
989 <tr> |
|
954ad22eb7d9
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diff
changeset
|
990 <th nowrap>Assigned To</th> |
|
954ad22eb7d9
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diff
changeset
|
991 <td tal:content="structure context/assignedto/menu"> |
|
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changeset
|
992 assignedto menu |
|
954ad22eb7d9
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diff
changeset
|
993 </td> |
|
954ad22eb7d9
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diff
changeset
|
994 <td> </td> |
|
954ad22eb7d9
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diff
changeset
|
995 <td> </td> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
996 </tr> |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
997 |
|
954ad22eb7d9
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Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
998 <tr> |
|
954ad22eb7d9
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parents:
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diff
changeset
|
999 <th nowrap>Change Note</th> |
|
954ad22eb7d9
more doc, more cleanup
Richard Jones <richard@users.sourceforge.net>
parents:
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diff
changeset
|
1000 <td colspan=3> |
|
1089
43ab730ee194
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Richard Jones <richard@users.sourceforge.net>
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diff
changeset
|
1001 <textarea name=":note" wrap="hard" rows="5" cols="60"></textarea> |
|
1074
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|
1002 </td> |
|
954ad22eb7d9
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diff
changeset
|
1003 </tr> |
|
954ad22eb7d9
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diff
changeset
|
1004 |
|
954ad22eb7d9
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diff
changeset
|
1005 <tr> |
|
954ad22eb7d9
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diff
changeset
|
1006 <th nowrap>File</th> |
|
1089
43ab730ee194
instance -> tracker, node -> item
Richard Jones <richard@users.sourceforge.net>
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1083
diff
changeset
|
1007 <td colspan=3><input type="file" name=":file" size="40"></td> |
|
1074
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|
1008 </tr> |
|
954ad22eb7d9
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diff
changeset
|
1009 |
|
954ad22eb7d9
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diff
changeset
|
1010 <tr> |
|
954ad22eb7d9
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diff
changeset
|
1011 <td> </td> |
|
954ad22eb7d9
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changeset
|
1012 <td colspan=3 tal:content="structure context/submit"> |
|
954ad22eb7d9
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diff
changeset
|
1013 submit button will go here |
|
954ad22eb7d9
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diff
changeset
|
1014 </td> |
|
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|
1015 </tr> |
|
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changeset
|
1016 </table> |
|
659
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parents:
diff
changeset
|
1017 |
|
673
604c84696461
link() htmltemplate function now has a "showid" option for links & multilinks.
Richard Jones <richard@users.sourceforge.net>
parents:
659
diff
changeset
|
1018 |
|
659
e429649ed124
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Richard Jones <richard@users.sourceforge.net>
parents:
diff
changeset
|
1019 When a change is submitted, the system automatically generates a message |
|
1074
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1020 describing the changed properties. As shown in the example, the editor |
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1021 template can use the ":note" and ":file" fields, which are added to the |
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1022 standard change note message generated by Roundup. |
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1023 |
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1024 Spool Section |
| 1098 | 1025 ~~~~~~~~~~~~~ |
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1026 |
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1027 The spool section lists related information like the messages and files of |
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1028 an issue. |
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1029 |
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1030 TODO |
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1031 |
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1032 |
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1033 History Section |
| 1098 | 1034 ~~~~~~~~~~~~~~~ |
|
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1035 |
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1036 The final section displayed is the history of the item - its database journal. |
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1037 This is generally generated with the template:: |
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1038 |
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1039 <tal:block tal:replace="structure context/history" /> |
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1040 |
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1041 *To be done:* |
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1042 |
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1043 *The actual history entries of the item may be accessed for manual templating |
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1044 through the "journal" method of the item*:: |
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1045 |
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1046 <tal:block tal:repeat="entry context/journal"> |
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1047 a journal entry |
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1048 </tal:block> |
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1049 |
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1050 *where each journal entry is an HTMLJournalEntry.* |
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1051 |
| 1098 | 1052 Defining new web actions |
| 1053 ------------------------ | |
| 1054 | |
| 1055 XXX | |
| 1056 | |
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1057 |
| 935 | 1058 Access Controls |
| 1098 | 1059 =============== |
|
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1060 |
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1061 A set of Permissions are built in to the security module by default: |
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1062 |
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1063 - Edit (everything) |
|
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1064 - View (everything) |
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1065 |
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1066 The default interfaces define: |
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1067 |
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1068 - Web Registration |
| 935 | 1069 - Web Access |
|
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1070 - Web Roles |
|
910
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1071 - Email Registration |
| 935 | 1072 - Email Access |
|
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1073 |
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1074 These are hooked into the default Roles: |
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1075 |
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1076 - Admin (Edit everything, View everything, Web Roles) |
| 935 | 1077 - User (Web Access, Email Access) |
|
910
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1078 - Anonymous (Web Registration, Email Registration) |
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1079 |
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1080 And finally, the "admin" user gets the "Admin" Role, and the "anonymous" user |
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1081 gets the "Anonymous" assigned when the database is initialised on installation. |
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1082 The two default schemas then define: |
|
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1083 |
|
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1084 - Edit issue, View issue (both) |
|
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1085 - Edit file, View file (both) |
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1086 - Edit msg, View msg (both) |
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1087 - Edit support, View support (extended only) |
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1088 |
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1089 and assign those Permissions to the "User" Role. New users are assigned the |
|
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1090 Roles defined in the config file as: |
|
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1091 |
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1092 - NEW_WEB_USER_ROLES |
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1093 - NEW_EMAIL_USER_ROLES |
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1094 |
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1095 You may alter the configuration variables to change the Role that new web or |
|
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1096 email users get, for example to not give them access to the web interface if |
|
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1097 they register through email. |
|
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1098 |
| 935 | 1099 You may use the ``roundup-admin`` "``security``" command to display the |
|
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1100 current Role and Permission configuration in your tracker. |
| 935 | 1101 |
|
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1102 Adding a new Permission |
| 1098 | 1103 ----------------------- |
|
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1104 |
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1105 When adding a new Permission, you will need to: |
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1106 |
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1107 1. add it to your tracker's dbinit so it is created |
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1108 2. enable it for the Roles that should have it (verify with |
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1109 "``roundup-admin security``") |
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1110 3. add it to the relevant HTML interface templates |
|
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1111 4. add it to the appropriate xxxPermission methods on in your tracker |
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1112 interfaces module |
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1113 |
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1114 |
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1115 |
| 1100 | 1116 Examples |
| 1117 ======== | |
| 1118 | |
| 1119 Adding a new field to a roundup schema | |
| 1120 -------------------------------------- | |
| 1121 | |
| 1122 This example shows how to add a new constrained property (ie. a selection of | |
| 1123 distinct values) to your tracker. | |
| 1098 | 1124 |
| 1125 Introduction | |
| 1100 | 1126 ~~~~~~~~~~~~ |
| 1098 | 1127 |
| 1128 To make the classic schema of roundup useful as a todo tracking system | |
| 1129 for a group of systems administrators, it needed an extra data field | |
| 1130 per issue: a category. | |
| 1131 | |
| 1132 This would let sysads quickly list all todos in their particular | |
| 1133 area of interest without having to do complex queries, and without | |
| 1134 relying on the spelling capabilities of other sysads (a losing | |
| 1135 proposition at best). | |
| 1136 | |
| 1137 Adding a field to the database | |
| 1100 | 1138 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1139 |
| 1140 This is the easiest part of the change. The category would just be a plain | |
| 1141 string, nothing fancy. To change what is in the database you need to add | |
| 1142 some lines to the ``open()`` function in ``dbinit.py``:: | |
| 1143 | |
| 1144 category = Class(db, "category", name=String()) | |
| 1145 category.setkey("name") | |
| 1146 | |
| 1147 Here we are setting up a chunk of the database which we are calling | |
| 1148 "category". It contains a string, which we are refering to as "name" for | |
| 1149 lack of a more imaginative title. Then we are setting the key of this chunk | |
| 1150 of the database to be that "name". This is equivalent to an index for | |
| 1151 database types. This also means that there can only be one category with a | |
| 1152 given name. | |
| 1153 | |
| 1154 Adding the above lines allows us to create categories, but they're not tied | |
| 1155 to the issues that we are going to be creating. It's just a list of categories | |
| 1156 off on its own, which isn't much use. We need to link it in with the issues. | |
| 1157 To do that, find the lines in the ``open()`` function in ``dbinit.py`` which | |
| 1158 set up the "issue" class, and then add a link to the category:: | |
| 1159 | |
| 1160 issue = IssueClass(db, "issue", ... , category=Multilink("category"), ... ) | |
| 1161 | |
| 1162 The Multilink() means that each issue can have many categories. If you were | |
| 1163 adding something with a more one to one relationship use Link() instead. | |
| 1164 | |
| 1165 That is all you need to do to change the schema. The rest of the effort is | |
| 1166 fiddling around so you can actually use the new category. | |
| 1167 | |
| 1168 Setting up security on the new objects | |
| 1100 | 1169 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1170 |
| 1171 By default only the admin user can look at and change objects. This doesn't | |
| 1172 suit us, as we want any user to be able to create new categories as | |
| 1173 required, and obviously everyone needs to be able to view the categories of | |
| 1174 issues for it to be useful. | |
| 1175 | |
| 1176 We therefore need to change the security of the category objects. This is | |
| 1177 also done in the ``open()`` function of ``dbinit.py``. | |
| 1178 | |
| 1179 There are currently two loops which set up permissions and then assign them | |
| 1180 to various roles. Simply add the new "category" to both lists:: | |
| 1181 | |
| 1182 # new permissions for this schema | |
| 1183 for cl in 'issue', 'file', 'msg', 'user', 'category': | |
| 1184 db.security.addPermission(name="Edit", klass=cl, | |
| 1185 description="User is allowed to edit "+cl) | |
| 1186 db.security.addPermission(name="View", klass=cl, | |
| 1187 description="User is allowed to access "+cl) | |
| 1188 | |
| 1189 # Assign the access and edit permissions for issue, file and message | |
| 1190 # to regular users now | |
| 1191 for cl in 'issue', 'file', 'msg', 'category': | |
| 1192 p = db.security.getPermission('View', cl) | |
| 1193 db.security.addPermissionToRole('User', p) | |
| 1194 p = db.security.getPermission('Edit', cl) | |
| 1195 db.security.addPermissionToRole('User', p) | |
| 1196 | |
| 1197 So you are in effect doing the following:: | |
| 1198 | |
| 1199 db.security.addPermission(name="Edit", klass='category', | |
| 1200 description="User is allowed to edit "+'category') | |
| 1201 db.security.addPermission(name="View", klass='category', | |
| 1202 description="User is allowed to access "+'category') | |
| 1203 | |
| 1204 which is creating two permission types; that of editing and viewing | |
| 1205 "category" objects respectively. Then the following lines assign those new | |
| 1206 permissions to the "User" role, so that normal users can view and edit | |
| 1207 "category" objects:: | |
| 1208 | |
| 1209 p = db.security.getPermission('View', 'category') | |
| 1210 db.security.addPermissionToRole('User', p) | |
| 1211 | |
| 1212 p = db.security.getPermission('Edit', 'category') | |
| 1213 db.security.addPermissionToRole('User', p) | |
| 1214 | |
| 1215 This is all the work that needs to be done for the database. It will store | |
| 1216 categories, and let users view and edit them. Now on to the interface | |
| 1217 stuff. | |
| 1218 | |
| 1219 Changing the web left hand frame | |
| 1100 | 1220 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1221 |
| 1222 We need to give the users the ability to create new categories, and the | |
| 1223 place to put the link to this functionality is in the left hand function | |
| 1224 bar, under the "Issues" area. The file that defines how this area looks is | |
| 1225 ``html/page``, which is what we are going to be editing next. | |
| 1226 | |
| 1227 If you look at this file you can see that it contains a lot of "classblock" | |
| 1228 sections which are chunks of HTML that will be included or excluded in the | |
| 1229 output depending on whether the condition in the classblock is met. Under | |
| 1230 the end of the classblock for issue is where we are going to add the | |
| 1231 category code:: | |
| 1232 | |
| 1233 <p class="classblock" | |
| 1234 tal:condition="python:request.user.hasPermission('View', 'category')"> | |
| 1235 <b>Categories</b><br> | |
| 1236 <a tal:condition="python:request.user.hasPermission('Edit', 'category')" | |
| 1237 href="category?:template=item">New Category<br></a> | |
| 1238 </p> | |
| 1239 | |
| 1240 The first two lines is the classblock definition, which sets up a condition | |
| 1241 that only users who have "View" permission to the "category" object will | |
| 1242 have this section included in their output. Next comes a plain "Categories" | |
| 1243 header in bold. Everyone who can view categories will get that. | |
| 1244 | |
| 1245 Next comes the link to the editing area of categories. This link will only | |
| 1246 appear if the condition is matched: that condition being that the user has | |
| 1247 "Edit" permissions for the "category" objects. If they do have permission | |
| 1248 then they will get a link to another page which will let the user add new | |
| 1249 categories. | |
| 1250 | |
| 1251 Note that if you have permission to view but not edit categories then all | |
| 1252 you will see is a "Categories" header with nothing underneath it. This is | |
| 1253 obviously not very good interface design, but will do for now. I just claim | |
| 1254 that it is so I can add more links in this section later on. However to fix | |
| 1255 the problem you could change the condition in the classblock statement, so | |
| 1256 that only users with "Edit" permission would see the "Categories" stuff. | |
| 1257 | |
| 1258 Setting up a page to edit categories | |
| 1100 | 1259 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1260 |
| 1261 We defined code in the previous section which let users with the | |
| 1262 appropriate permissions see a link to a page which would let them edit | |
| 1263 conditions. Now we have to write that page. | |
| 1264 | |
| 1265 The link was for the item template for the category object. This translates | |
| 1266 into the system looking for a file called ``category.item`` in the ``html`` | |
| 1267 tracker directory. This is the file that we are going to write now. | |
| 1268 | |
| 1269 First we add an id tag in a comment which doesn't affect the outcome | |
| 1270 of the code at all but is essential for managing the changes to this | |
| 1271 file. It is useful for debugging however, if you load a page in a | |
| 1272 browser and look at the page source, you can see which sections come | |
| 1273 from which files by looking for these comments:: | |
| 1274 | |
| 1275 <!-- dollarId: category.item,v 1.3 2002/05/22 00:32:34 me Exp dollar--> | |
| 1276 | |
| 1277 Next we need to setup up a standard HTML form, which is the whole | |
| 1278 purpose of this file. We link to some handy javascript which sends the form | |
| 1279 through only once. This is to stop users hitting the send button | |
| 1280 multiple times when they are impatient and thus having the form sent | |
| 1281 multiple times:: | |
| 1282 | |
| 1283 <form method="POST" onSubmit="return submit_once()" | |
| 1284 enctype="multipart/form-data"> | |
| 1285 | |
| 1286 Next we define some code which sets up the minimum list of fields that we | |
| 1287 require the user to enter. There will be only one field, that of "name", so | |
| 1288 they user better put something in it otherwise the whole form is pointless:: | |
| 1289 | |
| 1290 <input type="hidden" name=":required" value="name"> | |
| 1291 | |
| 1292 To get everything to line up properly we will put everything in a table, | |
| 1293 and put a nice big header on it so the user has an idea what is happening:: | |
| 1294 | |
| 1295 <table class="form"> | |
| 1296 <tr class="strong-header"><td colspan=2>Category</td></tr> | |
| 1297 | |
| 1298 Next we need the actual field that the user is going to enter the new | |
| 1299 category. The "context.name.field(size=60)" bit tells roundup to generate a | |
| 1300 normal HTML field of size 60, and the contents of that field will be the | |
| 1301 "name" variable of the current context (which is "category"). The upshot of | |
| 1302 this is that when the user types something in to the form, a new category | |
| 1303 will be created with that name:: | |
| 1304 | |
| 1305 <tr> | |
| 1306 <td nowrap>Name</td> | |
| 1307 <td tal:content="structure python:context.name.field(size=60)">name</td> | |
| 1308 </tr> | |
| 1309 | |
| 1310 Finally a submit button so that the user can submit the new category:: | |
| 1311 | |
| 1312 <tr> | |
| 1313 <td> </td> | |
| 1314 <td colspan=3 tal:content="structure context/submit"> | |
| 1315 submit button will go here | |
| 1316 </td> | |
| 1317 </tr> | |
| 1318 | |
| 1319 So putting it all together, and closing the table and form we get:: | |
| 1320 | |
| 1321 <!-- dollarId: category.item,v 1.3 2002/05/22 00:32:34 richard Exp dollar--> | |
| 1322 | |
| 1323 <form method="POST" onSubmit="return submit_once()" | |
| 1324 enctype="multipart/form-data"> | |
| 1325 | |
| 1326 <input type="hidden" name=":required" value="name"> | |
| 1327 | |
| 1328 <table class="form"> | |
| 1329 <tr class="strong-header"><td colspan=2>Category</td></tr> | |
| 1330 | |
| 1331 <tr> | |
| 1332 <td nowrap>Name</td> | |
| 1333 <td tal:content="structure python:context.name.field(size=60)">name</td> | |
| 1334 </tr> | |
| 1335 | |
| 1336 <tr> | |
| 1337 <td> </td> | |
| 1338 <td colspan=3 tal:content="structure context/submit"> | |
| 1339 submit button will go here | |
| 1340 </td> | |
| 1341 </tr> | |
| 1342 </table> | |
| 1343 </form> | |
| 1344 | |
| 1345 This is quite a lot to just ask the user one simple question, but | |
| 1346 there is a lot of setup for basically one line (the form line) to do | |
| 1347 its work. To add another field to "category" would involve one more line | |
| 1348 (well maybe a few extra to get the formatting correct). | |
| 1349 | |
| 1350 Adding the category to the issue | |
| 1100 | 1351 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1352 |
| 1353 We now have the ability to create issues to our hearts content, but | |
| 1354 that is pointless unless we can assign categories to issues. Just like | |
| 1355 the ``html/category.item`` file was used to define how to add a new | |
| 1356 category, the ``html/issue.item`` is used to define how a new issue is | |
| 1357 created. | |
| 1358 | |
| 1359 Just like ``category.issue`` this file defines a form which has a table to lay | |
| 1360 things out. It doesn't matter where in the table we add new stuff, | |
| 1361 it is entirely up to your sense of aesthetics:: | |
| 1362 | |
| 1363 <th nowrap>Category</th> | |
| 1364 <td><span tal:replace="structure context/category/field" /> | |
| 1365 <span tal:replace="structure python:db.category.classhelp('name', | |
| 1366 label='list', width=500)" /> | |
| 1367 </td> | |
| 1368 | |
| 1369 First we define a nice header so that the user knows what the next section | |
| 1370 is, then the middle line does what we are most interested in. This | |
| 1371 ``context/category/field`` gets replaced with a field which contains the | |
| 1372 category in the current context (the current context being the new issue). | |
| 1373 | |
| 1374 The classhelp lines generate a link (labelled "list") to a popup window | |
| 1375 which contains the list of currently known categories. | |
| 1376 | |
| 1377 Searching on categories | |
| 1100 | 1378 ~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1379 |
| 1380 We can add categories, and create issues with categories. The next obvious | |
| 1381 thing that we would like to be would be to search issues based on their | |
| 1382 category, so that any one working on the web server could look at all | |
| 1383 issues in the category "Web" for example. | |
| 1384 | |
| 1385 If you look in the html/page file and look for the "Search Issues" you will | |
| 1386 see that it looks something like ``<a href="issue?:template=search">Search | |
| 1387 Issues</a>`` which shows us that when you click on "Search Issues" it will | |
| 1388 be looking for a ``issue.search`` file to display. So that is indeed the file | |
| 1389 that we are going to change. | |
| 1390 | |
| 1391 If you look at this file it should be starting to seem familiar. It is a | |
| 1392 simple HTML form using a table to define structure. You can add the new | |
| 1393 category search code anywhere you like within that form:: | |
| 1394 | |
| 1395 <tr> | |
| 1396 <th>Category:</th> | |
| 1397 <td> | |
| 1398 <select name="category"> | |
| 1399 <option value="">don't care</option> | |
| 1400 <option value="">------------</option> | |
| 1401 <option tal:repeat="s db/category/list" tal:attributes="value s/name" | |
| 1402 tal:content="s/name">category to filter on</option> | |
| 1403 </select> | |
| 1404 </td> | |
| 1405 <td><input type="checkbox" name=":columns" value="category" checked></td> | |
| 1406 <td><input type="radio" name=":sort" value="category"></td> | |
| 1407 <td><input type="radio" name=":group" value="category"></td> | |
| 1408 </tr> | |
| 1409 | |
| 1410 Most of this is straightforward to anyone who knows HTML. It is just | |
| 1411 setting up a select list followed by a checkbox and a couple of radio | |
| 1412 buttons. | |
| 1413 | |
| 1414 The ``tal:repeat`` part repeats the tag for every item in the "category" | |
| 1415 table and setting "s" to be each category in turn. | |
| 1416 | |
| 1417 The ``tal:attributes`` part is setting up the ``value=`` part of the option tag | |
| 1418 to be the name part of "s" which is the current category in the loop. | |
| 1419 | |
| 1420 The ``tal:content`` part is setting the contents of the option tag to be the | |
| 1421 name part of "s" again. For objects more complex than category, obviously | |
| 1422 you would put an id in the value, and the descriptive part in the content; | |
| 1423 but for category they are the same. | |
| 1424 | |
| 1425 Adding category to the default view | |
| 1100 | 1426 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
| 1098 | 1427 |
| 1428 We can now add categories, add issues with categories, and search issues | |
| 1429 based on categories. This is everything that we need to do, however there | |
| 1430 is some more icing that we would like. I think the category of an issue is | |
| 1431 important enough that it should be displayed by default when listing all | |
| 1432 the issues. | |
| 1433 | |
| 1434 Unfortunately, this is a bit less obvious than the previous steps. The code | |
| 1435 defining how the issues look is in ``html/issue.index``. This is a large table | |
| 1436 with a form down the bottom for redisplaying and so forth. | |
| 1437 | |
| 1438 Firstly we need to add an appropriate header to the start of the table:: | |
| 1439 | |
| 1440 <th tal:condition="request/show/category">Category</th> | |
| 1441 | |
| 1442 The condition part of this statement is so that if the user has selected | |
| 1443 not to see the Category column then they won't. | |
| 1444 | |
| 1445 The rest of the table is a loop which will go through every issue that | |
| 1446 matches the display criteria. The loop variable is "i" - which means that | |
| 1447 every issue gets assigned to "i" in turn. | |
| 1448 | |
| 1449 The new part of code to display the category will look like this:: | |
| 1450 | |
| 1451 <td tal:condition="request/show/category" tal:content="i/category"></td> | |
| 1452 | |
| 1453 The condition is the same as above: only display the condition when the | |
| 1454 user hasn't asked for it to be hidden. The next part is to set the content | |
| 1455 of the cell to be the category part of "i" - the current issue. | |
| 1456 | |
| 1457 Finally we have to edit ``html/page`` again. This time to tell it that when the | |
| 1458 user clicks on "Unnasigned Issues" or "All Issues" that the category should | |
| 1459 be displayed. If you scroll down the page file, you can see the links with | |
| 1460 lots of options. The option that we are interested in is the ``:columns=`` one | |
| 1461 which tells roundup which fields of the issue to display. Simply add | |
| 1462 "category" to that list and it all should work. | |
| 1463 | |
| 1464 | |
| 1100 | 1465 Adding in state transition control |
| 1466 ---------------------------------- | |
| 1467 | |
| 1468 Sometimes tracker admins want to control the states that users may move issues | |
| 1469 to. | |
| 1470 | |
| 1471 1. add a Multilink property to the status class:: | |
| 1472 | |
| 1473 stat = Class(db, "status", ... , transitions=Multilink('status'), ...) | |
| 1474 | |
| 1475 and then edit the statuses already created through the web using the | |
| 1476 generic class list / CSV editor. | |
| 1477 | |
| 1478 2. add an auditor module ``checktransition.py`` in your tracker's | |
| 1479 ``detectors`` directory:: | |
| 1480 | |
| 1481 def checktransition(db, cl, nodeid, newvalues): | |
| 1482 ''' Check that the desired transition is valid for the "status" | |
| 1483 property. | |
| 1484 ''' | |
| 1485 if not newvalues.has_key('status'): | |
| 1486 return | |
| 1487 current = cl.get(nodeid, 'status') | |
| 1488 new = newvalues['status'] | |
| 1489 if new == current: | |
| 1490 return | |
| 1491 ok = db.status.get(current, 'transitions') | |
| 1492 if new not in ok: | |
| 1493 raise ValueError, 'Status not allowed to move from "%s" to "%s"'%( | |
| 1494 db.status.get(current, 'name'), db.status.get(new, 'name')) | |
| 1495 | |
| 1496 def init(db): | |
| 1497 db.issue.audit('set', checktransition) | |
| 1498 | |
| 1499 3. in the ``issue.item`` template, change the status editing bit from:: | |
| 1500 | |
| 1501 <th nowrap>Status</th> | |
| 1502 <td tal:content="structure context/status/menu">status</td> | |
| 1503 | |
| 1504 to:: | |
| 1505 | |
| 1506 <th nowrap>Status</th> | |
| 1507 <td> | |
| 1508 <select tal:condition="context/id" name="status"> | |
| 1509 <tal:block tal:define="ok context/status/transitions" | |
| 1510 tal:repeat="state db/status/list"> | |
| 1511 <option tal:condition="python:state.id in ok" | |
| 1512 tal:attributes="value state/id; | |
| 1513 selected python:state.id == context.status.id" | |
| 1514 tal:content="state/name"></option> | |
| 1515 </tal:block> | |
| 1516 </select> | |
| 1517 <tal:block tal:condition="not:context/id" | |
| 1518 tal:replace="structure context/status/menu" /> | |
| 1519 </td> | |
| 1520 | |
| 1521 which displays only the allowed status to transition to. | |
| 1522 | |
| 1523 | |
| 1098 | 1524 ------------------- |
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1526 Back to `Table of Contents`_ |
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1528 .. _`Table of Contents`: index.html |
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