code-92d8e1aad2e9/doc/.cvsignore0000644000000000000000000000035007544505351014571 0ustar 00000000000000announcement.html customizing.html developers.html getting_started.html implementation.html index.html installation.html user_guide.html FAQ.html security.html features.html upgrading.html glossary.html design.html maintenance.html code-92d8e1aad2e9/doc/FAQ.txt0000644000000000000000000000140707544505351013745 0ustar 00000000000000=========== Roundup FAQ =========== :Version: $Revision: 1.10 $ NOTE: This is just a grabbag, most of this should go into documentation. .. contents:: Changing HTML layout -------------------- Installation ------------ Living without a mailserver. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Remove the nosy reactor, means delete the tracker file 'detectors/nosyreactor.py'. Rights issues (MISSING) ~~~~~~~~~~~~~~~~~~~~~~~ Different jobs run under different users. * Standalone roundup-server is started by whome ? * Running cgi under apache. * roundup-mailgw called via .forward from MTA, or running a cron job fetching via pop. see Troubleshooting_. Troubleshooting --------------- ----------------- Back to `Table of Contents`_ .. _`Table of Contents`: index.html code-92d8e1aad2e9/doc/Makefile0000644000000000000000000000074307544505351014237 0ustar 00000000000000PYTHON = /usr/bin/python2 STXTOHTML = -c "from docutils.core import publish;publish(writer_name='html')" SOURCE = announcement.txt customizing.txt developers.txt FAQ.txt features.txt \ getting_started.txt glossary.txt implementation.txt index.txt \ installation.txt security.txt upgrading.txt user_guide.txt \ maintenance.txt COMPILED := $(SOURCE:.txt=.html) all: ${COMPILED} %.html: %.txt ${PYTHON} ${STXTOHTML} --report=warning -d $< $@ clean: rm -f ${COMPILED} code-92d8e1aad2e9/doc/ZPL.txt0000644000000000000000000000447607544505351014014 0ustar 00000000000000Zope Public License (ZPL) Version 2.0 ----------------------------------------------- This software is Copyright (c) Zope Corporation (tm) and Contributors. All rights reserved. This license has been certified as open source. It has also been designated as GPL compatible by the Free Software Foundation (FSF). Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met: 1. Redistributions in source code must retain the above copyright notice, this list of conditions, and the following disclaimer. 2. Redistributions in binary form must reproduce the above copyright notice, this list of conditions, and the following disclaimer in the documentation and/or other materials provided with the distribution. 3. The name Zope Corporation (tm) must not be used to endorse or promote products derived from this software without prior written permission from Zope Corporation. 4. The right to distribute this software or to use it for any purpose does not give you the right to use Servicemarks (sm) or Trademarks (tm) of Zope Corporation. Use of them is covered in a separate agreement (see http://www.zope.com/Marks). 5. If any files are modified, you must cause the modified files to carry prominent notices stating that you changed the files and the date of any change. Disclaimer THIS SOFTWARE IS PROVIDED BY ZOPE CORPORATION ``AS IS'' AND ANY EXPRESSED OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL ZOPE CORPORATION OR ITS CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. This software consists of contributions made by Zope Corporation and many individuals on behalf of Zope Corporation. Specific attributions are listed in the accompanying credits file. code-92d8e1aad2e9/doc/announcement.txt0000644000000000000000000001204507544505351016030 0ustar 00000000000000================================================================= SC-Track Roundup 0.5 final pre-release - an issue tracking system ================================================================= Note: This is the final pre-release of the newest version of Roundup. It is strongly recommended that you maintain your existing 0.4 installation if you have one, and run 0.5 on a copy of the database. If you are upgrading from 0.4, you must read doc/upgrading.txt! Roundup requires python 2.1.1 for correct operation. Support for dumbdbm requires python 2.1.2 or 2.2. 2.1.3 and 2.2.1 are recommended. This beta release fixes the following specific problems: - fixes to import/export - password edit now has a confirmation field - cleanups and fixes to the shipped classic template - new backend for sqlite (and it rocks :) - many performance improvements in dbm and sql backends - cgi.client base URL is now obtained from the config TRACKER_WEB (as a result request.url has gone away - there's too much magic in trying to figure what it should be) - cgi-bin script redirects to https now if the request was https - FileClass "content" property wasn't being returned by getprops() in most backends - we now verify instance attributes on instance open and throw a useful error if they're not all there - sf bug 611217 ] menu() has problems when labelprop==None - verify contents of tracker module when the tracker is opened - fixes to value parsing from edit forms - mailgw was missing an "import sys" (!) - setup now installs scripts with python -O flag, doubling performance in some cases (there's a lot of __debug__ use) - added getItem to HTMLClass so you can access arbitrary items in templates - replaced the content() callback ickiness with Page Template macro usage - changed the default CSS style to be less offensive to some ;) - better handling of Page Template compilation errors - sf bug 614188 ] Exception in mailgw.py - sf bug 613310 ] traceback on onexistant items - sf bug 613291 ] typos in nosy list - handle stupid mailers that QUOTE their Re; 'Re: "[issue1] bla blah"' - giving a user a Role that doesn't exist doesn't break stuff any more - revamped user guide, customisation guide, added basic maintenance guide - merge Zope Collector #580 fix from ZPT CVS trunk - added the "minimal" template A lot has been done since 0.4: - new backend for metakit (thanks Gordon McMillan) - new backend for sqlite - new backend for gadfly (it's as done as it's going to get) - further split the dbm backends from the core code, allowing easier non-dict-like backends (eg metakit, RDB) - added Boolean and Number types - fixed the journal bloat - full-text search may also search certain String properties - entire database export and import (incl files) - implemented and used the new access control mechanisms (Permissions, Roles) - switched templating to use Zope's PageTemplates giving much more flexibility - revamped look and feel in web interface including cleaned up CSS usage - re-worked cgi interface to abstract out the explicit "issue" interface - switched to sessions for web authentication - saving of named search queries - updated design document for new access controls - updated customisation document, including more examples - added maintenance guide - better mailgw help message (feature request #558562) - we handle "not found", access and item page render errors better - fixed double-submit by having new-item-submit redirect at end - roundup-server may be a daemon now (fork, logfile, pidfile) - renamed "instance" to "tracker" everywhere, and "node" to "item" in most places - many more bug fixes, cleanups and minor improvements Source and documentation is available at the website: http://roundup.sourceforge.net/ Release Info (via download page): http://sourceforge.net/projects/roundup Mailing lists - the place to ask questions: http://sourceforge.net/mail/?group_id=31577 About Roundup ============= Roundup is a simple-to-use and -install issue-tracking system with command-line, web and e-mail interfaces. It is based on the winning design from Ka-Ping Yee in the Software Carpentry "Track" design competition. Note: Ping is not responsible for this project. The contact for this project is richard@users.sourceforge.net. Roundup manages a number of issues (with flexible properties such as "description", "priority", and so on) and provides the ability to: (a) submit new issues, (b) find and edit existing issues, and (c) discuss issues with other participants. The system will facilitate communication among the participants by managing discussions and notifying interested parties when issues are edited. One of the major design goals for Roundup that it be simple to get going. Roundup is therefore usable "out of the box" with any python 2.1+ installation. It doesn't even need to be "installed" to be operational, though a disutils-based install script is provided. It comes with two issue tracker templates (a classic bug/feature tracker and a minimal skeleton) and six database back-ends (anydbm, bsddb, bsddb3, sqlite, metakit and gadfly). code-92d8e1aad2e9/doc/customizing.txt0000644000000000000000000023314507544505351015717 0ustar 00000000000000=================== Customising Roundup =================== :Version: $Revision: 1.46 $ .. This document borrows from the ZopeBook section on ZPT. The original is at: http://www.zope.org/Documentation/Books/ZopeBook/current/ZPT.stx .. contents:: :depth: 1 What You Can Do =============== Customisation of Roundup can take one of five forms: 1. `tracker configuration`_ file changes 2. database, or `tracker schema`_ changes 3. "definition" class `database content`_ changes 4. behavioural changes, through detectors_ 5. `access controls`_ The third case is special because it takes two distinctly different forms depending upon whether the tracker has been initialised or not. The other two may be done at any time, before or after tracker initialisation. Yes, this includes adding or removing properties from classes. Trackers in a Nutshell ====================== Trackers have the following structure: =================== ======================================================== Tracker File Description =================== ======================================================== config.py Holds the basic `tracker configuration`_ dbinit.py Holds the `tracker schema`_ interfaces.py Defines the Web and E-Mail interfaces for the tracker select_db.py Selects the database back-end for the tracker db/ Holds the tracker's database db/files/ Holds the tracker's upload files and messages detectors/ Auditors and reactors for this tracker html/ Web interface templates, images and style sheets =================== ======================================================== Tracker Configuration ===================== The config.py located in your tracker home contains the basic configuration for the web and e-mail components of roundup's interfaces. This file is a Python module. The configuration variables available are: **TRACKER_HOME** - ``os.path.split(__file__)[0]`` The tracker home directory. The above default code will automatically determine the tracker home for you. **MAILHOST** - ``'localhost'`` The SMTP mail host that roundup will use to send e-mail. **MAIL_DOMAIN** - ``'your.tracker.email.domain.example'`` The domain name used for email addresses. **DATABASE** - ``os.path.join(TRACKER_HOME, 'db')`` This is the directory that the database is going to be stored in. By default it is in the tracker home. **TEMPLATES** - ``os.path.join(TRACKER_HOME, 'html')`` This is the directory that the HTML templates reside in. By default they are in the tracker home. **TRACKER_NAME** - ``'Roundup issue tracker'`` A descriptive name for your roundup tracker. This is sent out in e-mails and appears in the heading of CGI pages. **TRACKER_EMAIL** - ``'issue_tracker@%s'%MAIL_DOMAIN`` The email address that e-mail sent to roundup should go to. Think of it as the tracker's personal e-mail address. **TRACKER_WEB** - ``'http://your.tracker.url.example/'`` The web address that the tracker is viewable at. This will be included in information sent to users of the tracker. **ADMIN_EMAIL** - ``'roundup-admin@%s'%MAIL_DOMAIN`` The email address that roundup will complain to if it runs into trouble. **MESSAGES_TO_AUTHOR** - ``'yes'`` or``'no'`` Send nosy messages to the author of the message. **ADD_AUTHOR_TO_NOSY** - ``'new'``, ``'yes'`` or ``'no'`` Does the author of a message get placed on the nosy list automatically? If ``'new'`` is used, then the author will only be added when a message creates a new issue. If ``'yes'``, then the author will be added on followups too. If ``'no'``, they're never added to the nosy. **ADD_RECIPIENTS_TO_NOSY** - ``'new'``, ``'yes'`` or ``'no'`` Do the recipients (To:, Cc:) of a message get placed on the nosy list? If ``'new'`` is used, then the recipients will only be added when a message creates a new issue. If ``'yes'``, then the recipients will be added on followups too. If ``'no'``, they're never added to the nosy. **EMAIL_SIGNATURE_POSITION** - ``'top'``, ``'bottom'`` or ``'none'`` Where to place the email signature in messages that Roundup generates. **EMAIL_KEEP_QUOTED_TEXT** - ``'yes'`` or ``'no'`` Keep email citations. Citations are the part of e-mail which the sender has quoted in their reply to previous e-mail. **EMAIL_LEAVE_BODY_UNCHANGED** - ``'no'`` Preserve the email body as is. Enabiling this will cause the entire message body to be stored, including all citations and signatures. It should be either ``'yes'`` or ``'no'``. **MAIL_DEFAULT_CLASS** - ``'issue'`` or ``''`` Default class to use in the mailgw if one isn't supplied in email subjects. To disable, comment out the variable below or leave it blank. The default config.py is given below - as you can see, the MAIL_DOMAIN must be edited before any interaction with the tracker is attempted.:: # roundup home is this package's directory TRACKER_HOME=os.path.split(__file__)[0] # The SMTP mail host that roundup will use to send mail MAILHOST = 'localhost' # The domain name used for email addresses. MAIL_DOMAIN = 'your.tracker.email.domain.example' # This is the directory that the database is going to be stored in DATABASE = os.path.join(TRACKER_HOME, 'db') # This is the directory that the HTML templates reside in TEMPLATES = os.path.join(TRACKER_HOME, 'html') # A descriptive name for your roundup tracker TRACKER_NAME = 'Roundup issue tracker' # The email address that mail to roundup should go to TRACKER_EMAIL = 'issue_tracker@%s'%MAIL_DOMAIN # The web address that the tracker is viewable at TRACKER_WEB = 'http://your.tracker.url.example/' # The email address that roundup will complain to if it runs into trouble ADMIN_EMAIL = 'roundup-admin@%s'%MAIL_DOMAIN # Send nosy messages to the author of the message MESSAGES_TO_AUTHOR = 'no' # either 'yes' or 'no' # Does the author of a message get placed on the nosy list automatically? # If 'new' is used, then the author will only be added when a message # creates a new issue. If 'yes', then the author will be added on followups # too. If 'no', they're never added to the nosy. ADD_AUTHOR_TO_NOSY = 'new' # one of 'yes', 'no', 'new' # Do the recipients (To:, Cc:) of a message get placed on the nosy list? # If 'new' is used, then the recipients will only be added when a message # creates a new issue. If 'yes', then the recipients will be added on followups # too. If 'no', they're never added to the nosy. ADD_RECIPIENTS_TO_NOSY = 'new' # either 'yes', 'no', 'new' # Where to place the email signature EMAIL_SIGNATURE_POSITION = 'bottom' # one of 'top', 'bottom', 'none' # Keep email citations EMAIL_KEEP_QUOTED_TEXT = 'no' # either 'yes' or 'no' # Preserve the email body as is EMAIL_LEAVE_BODY_UNCHANGED = 'no' # either 'yes' or 'no' # Default class to use in the mailgw if one isn't supplied in email # subjects. To disable, comment out the variable below or leave it blank. # Examples: MAIL_DEFAULT_CLASS = 'issue' # use "issue" class by default #MAIL_DEFAULT_CLASS = '' # disable (or just comment the var out) Tracker Schema ============== Note: if you modify the schema, you'll most likely need to edit the `web interface`_ HTML template files and `detectors`_ to reflect your changes. A tracker schema defines what data is stored in the tracker's database. The schemas shipped with Roundup turn it into a typical software bug tracker or help desk. XXX make sure we ship the help desk Schemas are defined using Python code in the ``dbinit.py`` module of your tracker. The "classic" schema looks like this:: pri = Class(db, "priority", name=String(), order=String()) pri.setkey("name") pri.create(name="critical", order="1") pri.create(name="urgent", order="2") pri.create(name="bug", order="3") pri.create(name="feature", order="4") pri.create(name="wish", order="5") stat = Class(db, "status", name=String(), order=String()) stat.setkey("name") stat.create(name="unread", order="1") stat.create(name="deferred", order="2") stat.create(name="chatting", order="3") stat.create(name="need-eg", order="4") stat.create(name="in-progress", order="5") stat.create(name="testing", order="6") stat.create(name="done-cbb", order="7") stat.create(name="resolved", order="8") keyword = Class(db, "keyword", name=String()) keyword.setkey("name") user = Class(db, "user", username=String(), password=String(), address=String(), realname=String(), phone=String(), organisation=String()) user.setkey("username") user.create(username="admin", password=adminpw, address=config.ADMIN_EMAIL) msg = FileClass(db, "msg", author=Link("user"), recipients=Multilink ("user"), date=Date(), summary=String(), files=Multilink("file")) file = FileClass(db, "file", name=String(), type=String()) issue = IssueClass(db, "issue", assignedto=Link("user"), topic=Multilink("keyword"), priority=Link("priority"), status=Link ("status")) issue.setkey('title') XXX security definitions Classes and Properties - creating a new information store --------------------------------------------------------- In the tracker above, we've defined 7 classes of information: priority Defines the possible levels of urgency for issues. status Defines the possible states of processing the issue may be in. keyword Initially empty, will hold keywords useful for searching issues. user Initially holding the "admin" user, will eventually have an entry for all users using roundup. msg Initially empty, will all e-mail messages sent to or generated by roundup. file Initially empty, will all files attached to issues. issue Initially empty, this is where the issue information is stored. We define the "priority" and "status" classes to allow two things: reduction in the amount of information stored on the issue and more powerful, accurate searching of issues by priority and status. By only requiring a link on the issue (which is stored as a single number) we reduce the chance that someone mis-types a priority or status - or simply makes a new one up. Class and Items ~~~~~~~~~~~~~~~ A Class defines a particular class (or type) of data that will be stored in the database. A class comprises one or more properties, which given the information about the class items. The actual data entered into the database, using class.create() are called items. They have a special immutable property called id. We sometimes refer to this as the itemid. Properties ~~~~~~~~~~ A Class is comprised of one or more properties of the following types: * String properties are for storing arbitrary-length strings. * Password properties are for storing encoded arbitrary-length strings. The default encoding is defined on the roundup.password.Password class. * Date properties store date-and-time stamps. Their values are Timestamp objects. * Number properties store numeric values. * Boolean properties store on/off, yes/no, true/false values. * A Link property refers to a single other item selected from a specified class. The class is part of the property; the value is an integer, the id of the chosen item. * A Multilink property refers to possibly many items in a specified class. The value is a list of integers. FileClass ~~~~~~~~~ FileClasses save their "content" attribute off in a separate file from the rest of the database. This reduces the number of large entries in the database, which generally makes databases more efficient, and also allows us to use command-line tools to operate on the files. They are stored in the files sub- directory of the db directory in your tracker. IssueClass ~~~~~~~~~~ IssueClasses automatically include the "messages", "files", "nosy", and "superseder" properties. The messages and files properties list the links to the messages and files related to the issue. The nosy property is a list of links to users who wish to be informed of changes to the issue - they get "CC'ed" e-mails when messages are sent to or generated by the issue. The nosy reactor (in the detectors directory) handles this action. The superceder link indicates an issue which has superceded this one. They also have the dynamically generated "creation", "activity" and "creator" properties. The value of the "creation" property is the date when an item was created, and the value of the "activity" property is the date when any property on the item was last edited (equivalently, these are the dates on the first and last records in the item's journal). The "creator" property holds a link to the user that created the issue. setkey(property) ~~~~~~~~~~~~~~~~ Select a String property of the class to be the key property. The key property muse be unique, and allows references to the items in the class by the content of the key property. That is, we can refer to users by their username, e.g. let's say that there's an issue in roundup, issue 23. There's also a user, richard who happens to be user 2. To assign an issue to him, we could do either of:: roundup-admin set issue assignedto=2 or:: roundup-admin set issue assignedto=richard Note, the same thing can be done in the web and e-mail interfaces. create(information) ~~~~~~~~~~~~~~~~~~~ Create an item in the database. This is generally used to create items in the "definitional" classes like "priority" and "status". Examples of adding to your schema --------------------------------- TODO Detectors - adding behaviour to your tracker ============================================ .. _detectors: Detectors are initialised every time you open your tracker database, so you're free to add and remove them any time, even after the database is initliased via the "roundup-admin initalise" command. The detectors in your tracker fire before (*auditors*) and after (*reactors*) changes to the contents of your database. They are Python modules that sit in your tracker's ``detectors`` directory. You will have some installed by default - have a look. You can write new detectors or modify the existing ones. The existing detectors installed for you are: **nosyreaction.py** This provides the automatic nosy list maintenance and email sending. The nosy reactor (``nosyreaction``) fires when new messages are added to issues. The nosy auditor (``updatenosy``) fires when issues are changed and figures what changes need to be made to the nosy list (like adding new authors etc) **statusauditor.py** This provides the ``chatty`` auditor which changes the issue status from ``unread`` or ``closed`` to ``chatting`` if new messages appear. It also provides the ``presetunread`` auditor which pre-sets the status to ``unread`` on new items if the status isn't explicitly defined. See the detectors section in the `design document`__ for details of the interface for detectors. __ design.html Sample additional detectors that have been found useful will appear in the ``detectors`` directory of the Roundup distribution: **newissuecopy.py** This detector sends an email to a team address whenever a new issue is created. The address is hard-coded into the detector, so edit it before you use it (look for the text 'team@team.host') or you'll get email errors! The detector code:: from roundup import roundupdb def newissuecopy(db, cl, nodeid, oldvalues): ''' Copy a message about new issues to a team address. ''' # so use all the messages in the create change_note = cl.generateCreateNote(nodeid) # send a copy to the nosy list for msgid in cl.get(nodeid, 'messages'): try: # note: last arg must be a list cl.send_message(nodeid, msgid, change_note, ['team@team.host']) except roundupdb.MessageSendError, message: raise roundupdb.DetectorError, message def init(db): db.issue.react('create', newissuecopy) Database Content ================ Note: if you modify the content of definitional classes, you'll most likely need to edit the tracker `detectors`_ to reflect your changes. Customisation of the special "definitional" classes (eg. status, priority, resolution, ...) may be done either before or after the tracker is initialised. The actual method of doing so is completely different in each case though, so be careful to use the right one. **Changing content before tracker initialisation** Edit the dbinit module in your tracker to alter the items created in using the create() methods. **Changing content after tracker initialisation** Use the roundup-admin interface's create, set and retire methods to add, alter or remove items from the classes in question. XXX example Web Interface ============= .. contents:: :local: :depth: 1 The web is provided by the roundup.cgi.client module and is used by roundup.cgi, roundup-server and ZRoundup. In all cases, we determine which tracker is being accessed (the first part of the URL path inside the scope of the CGI handler) and pass control on to the tracker interfaces.Client class - which uses the Client class from roundup.cgi.client - which handles the rest of the access through its main() method. This means that you can do pretty much anything you want as a web interface to your tracker. Repurcussions of changing the tracker schema --------------------------------------------- If you choose to change the `tracker schema`_ you will need to ensure the web interface knows about it: 1. Index, item and search pages for the relevant classes may need to have properties added or removed, 2. The "page" template may require links to be changed, as might the "home" page's content arguments. How requests are processed -------------------------- The basic processing of a web request proceeds as follows: 1. figure out who we are, defaulting to the "anonymous" user 2. figure out what the request is for - we call this the "context" 3. handle any requested action (item edit, search, ...) 4. render the template requested by the context, resulting in HTML output In some situations, exceptions occur: - HTTP Redirect (generally raised by an action) - SendFile (generally raised by determine_context) here we serve up a FileClass "content" property - SendStaticFile (generally raised by determine_context) here we serve up a file from the tracker "html" directory - Unauthorised (generally raised by an action) here the action is cancelled, the request is rendered and an error message is displayed indicating that permission was not granted for the action to take place - NotFound (raised wherever it needs to be) this exception percolates up to the CGI interface that called the client Determining web context ----------------------- To determine the "context" of a request, we look at the URL and the special request variable ``:template``. The URL path after the tracker identifier is examined. Typical URL paths look like: 1. ``/tracker/issue`` 2. ``/tracker/issue1`` 3. ``/tracker/_file/style.css`` 4. ``/cgi-bin/roundup.cgi/tracker/file1`` 5. ``/cgi-bin/roundup.cgi/tracker/file1/kitten.png`` where the "tracker identifier" is "tracker" in the above cases. That means we're looking at "issue", "issue1", "_file/style.css", "file1" and "file1/kitten.png" in the cases above. The path is generally only one entry long - longer paths are handled differently. a. if there is no path, then we are in the "home" context. b. if the path starts with "_file" (as in example 3, "/tracker/_file/style.css"), then the additional path entry, "style.css" specifies the filename of a static file we're to serve up from the tracker "html" directory. Raises a SendStaticFile exception. c. if there is something in the path (as in example 1, "issue"), it identifies the tracker class we're to display. d. if the path is an item designator (as in examples 2 and 4, "issue1" and "file1"), then we're to display a specific item. e. if the path starts with an item designator and is longer than one entry (as in example 5, "file1/kitten.png"), then we're assumed to be handling an item of a FileClass, and the extra path information gives the filename that the client is going to label the download with (ie "file1/kitten.png" is nicer to download than "file1"). This raises a SendFile exception. Both b. and e. stop before we bother to determine the template we're going to use. That's because they don't actually use templates. The template used is specified by the ``:template`` CGI variable, which defaults to: - only classname suplied: "index" - full item designator supplied: "item" Performing actions in web requests ---------------------------------- When a user requests a web page, they may optionally also request for an action to take place. As described in `how requests are processed`_, the action is performed before the requested page is generated. Actions are triggered by using a ``:action`` CGI variable, where the value is one of: **login** Attempt to log a user in. **logout** Log the user out - make them "anonymous". **register** Attempt to create a new user based on the contents of the form and then log them in. **edit** Perform an edit of an item in the database. There are some special form elements you may use: :link=designator:property and :multilink=designator:property The value specifies an item designator and the property on that item to add _this_ item to as a link or multilink. :note Create a message and attach it to the current item's "messages" property. :file Create a file and attach it to the current item's "files" property. Attach the file to the message created from the :note if it's supplied. :required=property,property,... The named properties are required to be filled in the form. **new** Add a new item to the database. You may use the same special form elements as in the "edit" action. **editCSV** Performs an edit of all of a class' items in one go. See also the *class*.csv templating method which generates the CSV data to be edited, and the "_generic.index" template which uses both of these features. **search** Mangle some of the form variables. Set the form ":filter" variable based on the values of the filter variables - if they're set to anything other than "dontcare" then add them to :filter. Also handle the ":queryname" variable and save off the query to the user's query list. Each of the actions is implemented by a corresponding *actionAction* (where "action" is the name of the action) method on the roundup.cgi.Client class, which also happens to be in your tracker as interfaces.Client. So if you need to define new actions, you may add them there (see `defining new web actions`_). Each action also has a corresponding *actionPermission* (where "action" is the name of the action) method which determines whether the action is permissible given the current user. The base permission checks are: **login** Determine whether the user has permission to log in. Base behaviour is to check the user has "Web Access". **logout** No permission checks are made. **register** Determine whether the user has permission to register Base behaviour is to check the user has "Web Registration". **edit** Determine whether the user has permission to edit this item. Base behaviour is to check the user can edit this class. If we're editing the "user" class, users are allowed to edit their own details. Unless it's the "roles" property, which requires the special Permission "Web Roles". **new** Determine whether the user has permission to create (edit) this item. Base behaviour is to check the user can edit this class. No additional property checks are made. Additionally, new user items may be created if the user has the "Web Registration" Permission. **editCSV** Determine whether the user has permission to edit this class. Base behaviour is to check the user can edit this class. **search** Determine whether the user has permission to search this class. Base behaviour is to check the user can view this class. Default templates ----------------- Most customisation of the web view can be done by modifying the templates in the tracker **html** directory. There are several types of files in there: **page** This template usually defines the overall look of your tracker. When you view an issue, it appears inside this template. When you view an index, it also appears inside this template. This template defines a macro called "icing" which is used by almost all other templates as a coating for their content, using its "content" slot. It will also define the "head_title" and "body_title" slots to allow setting of the page title. **home** the default page displayed when no other page is indicated by the user **home.classlist** a special version of the default page that lists the classes in the tracker **classname.item** displays an item of the *classname* class **classname.index** displays a list of *classname* items **classname.search** displays a search page for *classname* items **_generic.index** used to display a list of items where there is no *classname*.index available **_generic.help** used to display a "class help" page where there is no *classname*.help **user.register** a special page just for the user class that renders the registration page **style.css** a static file that is served up as-is Note: Remember that you can create any template extension you want to, so if you just want to play around with the templating for new issues, you can copy the current "issue.item" template to "issue.test", and then access the test template using the ":template" URL argument:: http://your.tracker.example/tracker/issue?:template=test and it won't affect your users using the "issue.item" template. How the templates work ---------------------- Basic Templating Actions ~~~~~~~~~~~~~~~~~~~~~~~~ Roundup's templates consist of special attributes on your template tags. These attributes form the Template Attribute Language, or TAL. The basic tag commands are: **tal:define="variable expression; variable expression; ..."** Define a new variable that is local to this tag and its contents. For example:: In the example, the variable "title" is defined as being the result of the expression "request/description". The tal:content command inside the tag may then use the "title" variable. **tal:condition="expression"** Only keep this tag and its contents if the expression is true. For example::

Display some issue information.

In the example, the

tag and its contents are only displayed if the user has the View permission for issues. We consider the number zero, a blank string, an empty list, and the built-in variable nothing to be false values. Nearly every other value is true, including non-zero numbers, and strings with anything in them (even spaces!). **tal:repeat="variable expression"** Repeat this tag and its contents for each element of the sequence that the expression returns, defining a new local variable and a special "repeat" variable for each element. For example:: The example would iterate over the sequence of users returned by "user/list" and define the local variable "u" for each entry. **tal:replace="expression"** Replace this tag with the result of the expression. For example:: The example would replace the tag and its contents with the user's realname. If the user's realname was "Bruce" then the resultant output would be "Bruce". **tal:content="expression"** Replace the contents of this tag with the result of the expression. For example:: user's name appears here The example would replace the contents of the tag with the user's realname. If the user's realname was "Bruce" then the resultant output would be "Bruce". **tal:attributes="attribute expression; attribute expression; ..."** Set attributes on this tag to the results of expressions. For example:: My Details In the example, the "href" attribute of the tag is set to the value of the "string:user${request/user/id}" expression, which will be something like "user123". **tal:omit-tag="expression"** Remove this tag (but not its contents) if the expression is true. For example:: Hello, world! would result in output of:: Hello, world! Note that the commands on a given tag are evaulated in the order above, so *define* comes before *condition*, and so on. Additionally, a tag is defined, tal:block, which is removed from output. Its content is not, but the tag itself is (so don't go using any tal:attributes commands on it). This is useful for making arbitrary blocks of HTML conditional or repeatable (very handy for repeating multiple table rows, which would othewise require an illegal tag placement to effect the repeat). Templating Expressions ~~~~~~~~~~~~~~~~~~~~~~ The expressions you may use in the attibute values may be one of the following forms: **Path Expressions** - eg. ``item/status/checklist`` These are object attribute / item accesses. Roughly speaking, the path ``item/status/checklist`` is broken into parts ``item``, ``status`` and ``checklist``. The ``item`` part is the root of the expression. We then look for a ``status`` attribute on ``item``, or failing that, a ``status`` item (as in ``item['status']``). If that fails, the path expression fails. When we get to the end, the object we're left with is evaluated to get a string - methods are called, objects are stringified. Path expressions may have an optional ``path:`` prefix, though they are the default expression type, so it's not necessary. XXX | components of expressions XXX "nothing" and "default" **String Expressions** - eg. ``string:hello ${user/name}`` These expressions are simple string interpolations (though they can be just plain strings with no interpolation if you want. The expression in the ``${ ... }`` is just a path expression as above. **Python Expressions** - eg. ``python: 1+1`` These expressions give the full power of Python. All the "root level" variables are available, so ``python:item.status.checklist()`` would be equivalent to ``item/status/checklist``, assuming that ``checklist`` is a method. Template Macros ~~~~~~~~~~~~~~~ Macros are used in Roundup to save us from repeating the same common page stuctures over and over. The most common (and probably only) macro you'll use is the "icing" macro defined in the "page" template. Macros are generated and used inside your templates using special attributes similar to the `basic templating actions`_. In this case though, the attributes belong to the Macro Expansion Template Attribute Language, or METAL. The macro commands are: **metal:define-macro="macro name"** Define that the tag and its contents are now a macro that may be inserted into other templates using the *use-macro* command. For example:: ... defines a macro called "page" using the ```` tag and its contents. Once defined, macros are stored on the template they're defined on in the ``macros`` attribute. You can access them later on through the ``templates`` variable, eg. the most common ``templates/page/macros/icing`` to access the "page" macro of the "page" template. **metal:use-macro="path expression"** Use a macro, which is identified by the path expression (see above). This will replace the current tag with the identified macro contents. For example:: ... will replace the tag and its contents with the "page" macro of the "page" template. **metal:define-slot="slot name"** and **metal:fill-slot="slot name"** To define *dynamic* parts of the macro, you define "slots" which may be filled when the macro is used with a *use-macro* command. For example, the ``templates/page/macros/icing`` macro defines a slot like so:: title goes here In your *use-macro* command, you may now use a *fill-slot* command like this:: My Title where the tag that fills the slot completely replaces the one defined as the slot in the macro. Note that you may not mix METAL and TAL commands on the same tag, but TAL commands may be used freely inside METAL-using tags (so your *fill-slots* tags may have all manner of TAL inside them). Information available to templates ---------------------------------- Note: this is implemented by roundup.cgi.templating.RoundupPageTemplate The following variables are available to templates. **context** The current context. This is either None, a `hyperdb class wrapper`_ or a `hyperdb item wrapper`_ **request** Includes information about the current request, including: - the url - the current index information (``filterspec``, ``filter`` args, ``properties``, etc) parsed out of the form. - methods for easy filterspec link generation - *user*, the current user item as an HTMLItem instance - *form* The current CGI form information as a mapping of form argument name to value **tracker** The current tracker **db** The current database, through which db.config may be reached. **templates** Access to all the tracker templates by name. Used mainly in *use-macro* commands. **utils** This variable makes available some utility functions like batching. **nothing** This is a special variable - if an expression evaluates to this, then the tag (in the case of a tal:replace), its contents (in the case of tal:content) or some attributes (in the case of tal:attributes) will not appear in the the output. So for example:: Hello, World! would result in:: Hello, World! **default** Also a special variable - if an expression evaluates to this, then the existing HTML in the template will not be replaced or removed, it will remain. So:: Hello, World! would result in:: Hello, World! The context variable ~~~~~~~~~~~~~~~~~~~~ The *context* variable is one of three things based on the current context (see `determining web context`_ for how we figure this out): 1. if we're looking at a "home" page, then it's None 2. if we're looking at a specific hyperdb class, it's a `hyperdb class wrapper`_. 3. if we're looking at a specific hyperdb item, it's a `hyperdb item wrapper`_. If the context is not None, we can access the properties of the class or item. The only real difference between cases 2 and 3 above are: 1. the properties may have a real value behind them, and this will appear if the property is displayed through ``context/property`` or ``context/property/field``. 2. the context's "id" property will be a false value in the second case, but a real, or true value in the third. Thus we can determine whether we're looking at a real item from the hyperdb by testing "context/id". Hyperdb class wrapper ::::::::::::::::::::: Note: this is implemented by the roundup.cgi.templating.HTMLClass class. This wrapper object provides access to a hyperb class. It is used primarily in both index view and new item views, but it's also usable anywhere else that you wish to access information about a class, or the items of a class, when you don't have a specific item of that class in mind. We allow access to properties. There will be no "id" property. The value accessed through the property will be the current value of the same name from the CGI form. There are several methods available on these wrapper objects: =========== ============================================================= Method Description =========== ============================================================= properties return a `hyperdb property wrapper`_ for all of this class' properties. list lists all of the active (not retired) items in the class. csv return the items of this class as a chunk of CSV text. propnames lists the names of the properties of this class. filter lists of items from this class, filtered and sorted by the current *request* filterspec/filter/sort/group args classhelp display a link to a javascript popup containing this class' "help" template. submit generate a submit button (and action hidden element) renderWith render this class with the given template. history returns 'New node - no history' :) is_edit_ok is the user allowed to Edit the current class? is_view_ok is the user allowed to View the current class? =========== ============================================================= Note that if you have a property of the same name as one of the above methods, you'll need to access it using a python "item access" expression. For example:: python:context['list'] will access the "list" property, rather than the list method. Hyperdb item wrapper :::::::::::::::::::: Note: this is implemented by the roundup.cgi.templating.HTMLItem class. This wrapper object provides access to a hyperb item. We allow access to properties. There will be no "id" property. The value accessed through the property will be the current value of the same name from the CGI form. There are several methods available on these wrapper objects: =============== ============================================================= Method Description =============== ============================================================= submit generate a submit button (and action hidden element) journal return the journal of the current item (**not implemented**) history render the journal of the current item as HTML renderQueryForm specific to the "query" class - render the search form for the query hasPermission specific to the "user" class - determine whether the user has a Permission is_edit_ok is the user allowed to Edit the current item? is_view_ok is the user allowed to View the current item? =============== ============================================================= Note that if you have a property of the same name as one of the above methods, you'll need to access it using a python "item access" expression. For example:: python:context['journal'] will access the "journal" property, rather than the journal method. Hyperdb property wrapper :::::::::::::::::::::::: Note: this is implemented by subclasses roundup.cgi.templating.HTMLProperty class (HTMLStringProperty, HTMLNumberProperty, and so on). This wrapper object provides access to a single property of a class. Its value may be either: 1. if accessed through a `hyperdb item wrapper`_, then it's a value from the hyperdb 2. if access through a `hyperdb class wrapper`_, then it's a value from the CGI form The property wrapper has some useful attributes: =============== ============================================================= Attribute Description =============== ============================================================= _name the name of the property _value the value of the property if any =============== ============================================================= There are several methods available on these wrapper objects: =========== ================================================================= Method Description =========== ================================================================= plain render a "plain" representation of the property field render a form edit field for the property stext only on String properties - render the value of the property as StructuredText (requires the StructureText module to be installed separately) multiline only on String properties - render a multiline form edit field for the property email only on String properties - render the value of the property as an obscured email address confirm only on Password properties - render a second form edit field for the property, used for confirmation that the user typed the password correctly. Generates a field with name "name:confirm". reldate only on Date properties - render the interval between the date and now pretty only on Interval properties - render the interval in a pretty format (eg. "yesterday") menu only on Link and Multilink properties - render a form select list for this property reverse only on Multilink properties - produce a list of the linked items in reverse order =========== ================================================================= The request variable ~~~~~~~~~~~~~~~~~~~~ Note: this is implemented by the roundup.cgi.templating.HTMLRequest class. The request variable is packed with information about the current request. .. taken from roundup.cgi.templating.HTMLRequest docstring =========== ================================================================= Variable Holds =========== ================================================================= form the CGI form as a cgi.FieldStorage env the CGI environment variables url the current URL path for this request base the base URL for this tracker user a HTMLUser instance for this user classname the current classname (possibly None) template the current template (suffix, also possibly None) form the current CGI form variables in a FieldStorage =========== ================================================================= **Index page specific variables (indexing arguments)** =========== ================================================================= Variable Holds =========== ================================================================= columns dictionary of the columns to display in an index page show a convenience access to columns - request/show/colname will be true if the columns should be displayed, false otherwise sort index sort column (direction, column name) group index grouping property (direction, column name) filter properties to filter the index on filterspec values to filter the index on search_text text to perform a full-text search on for an index =========== ================================================================= There are several methods available on the request variable: =============== ============================================================= Method Description =============== ============================================================= description render a description of the request - handle for the page title indexargs_form render the current index args as form elements indexargs_url render the current index args as a URL base_javascript render some javascript that is used by other components of the templating batch run the current index args through a filter and return a list of items (see `hyperdb item wrapper`_, and `batching`_) =============== ============================================================= The form variable ::::::::::::::::: The form variable is a little special because it's actually a python FieldStorage object. That means that you have two ways to access its contents. For example, to look up the CGI form value for the variable "name", use the path expression:: request/form/name/value or the python expression:: python:request.form['name'].value Note the "item" access used in the python case, and also note the explicit "value" attribute we have to access. That's because the form variables are stored as MiniFieldStorages. If there's more than one "name" value in the form, then the above will break since ``request/form/name`` is actually a *list* of MiniFieldStorages. So it's best to know beforehand what you're dealing with. The db variable ~~~~~~~~~~~~~~~ Note: this is implemented by the roundup.cgi.templating.HTMLDatabase class. Allows access to all hyperdb classes as attributes of this variable. If you want access to the "user" class, for example, you would use:: db/user python:db.user The access results in a `hyperdb class wrapper`_. The templates variable ~~~~~~~~~~~~~~~~~~~~~~ Note: this is implemented by the roundup.cgi.templating.Templates class. This variable doesn't have any useful methods defined. It supports being used in expressions to access the templates, and subsequently the template macros. You may access the templates using the following path expression:: templates/name or the python expression:: templates[name] where "name" is the name of the template you wish to access. The template you get access to has one useful attribute, "macros". To access a specific macro (called "macro_name"), use the path expression:: templates/name/macros/macro_name or the python expression:: templates[name].macros[macro_name] The utils variable ~~~~~~~~~~~~~~~~~~ Note: this is implemented by the roundup.cgi.templating.TemplatingUtils class. =============== ============================================================= Method Description =============== ============================================================= Batch return a batch object using the supplied list =============== ============================================================= Batching :::::::: Use Batch to turn a list of items, or item ids of a given class, into a series of batches. Its usage is:: python:util.Batch(sequence, size, start, end=0, orphan=0, overlap=0) or, to get the current index batch:: request/batch The parameters are: ========= ================================================================== Parameter Usage ========= ================================================================== sequence a list of HTMLItems size how big to make the sequence. start where to start (0-indexed) in the sequence. end where to end (0-indexed) in the sequence. orphan if the next batch would contain less items than this value, then it is combined with this batch overlap the number of items shared between adjacent batches ========= ================================================================== All of the parameters are assigned as attributes on the batch object. In addition, it has several more attributes: =============== ============================================================ Attribute Description =============== ============================================================ start indicates the start index of the batch. *Note: unlike the argument, is a 1-based index (I know, lame)* first indicates the start index of the batch *as a 0-based index* length the actual number of elements in the batch sequence_length the length of the original, unbatched, sequence. =============== ============================================================ And several methods: =============== ============================================================ Method Description =============== ============================================================ previous returns a new Batch with the previous batch settings next returns a new Batch with the next batch settings propchanged detect if the named property changed on the current item when compared to the last item =============== ============================================================ An example of batching::
Existing Keywords
keyword here
... which will produce a table with four columns containing the items of the "keyword" class (well, their "name" anyway). Displaying Properties --------------------- Properties appear in the user interface in three contexts: in indices, in editors, and as search arguments. For each type of property, there are several display possibilities. For example, in an index view, a string property may just be printed as a plain string, but in an editor view, that property may be displayed in an editable field. Index Views ----------- This is one of the class context views. It is also the default view for classes. The template used is "*classname*.index". Index View Specifiers ~~~~~~~~~~~~~~~~~~~~~ An index view specifier (URL fragment) looks like this (whitespace has been added for clarity):: /issue?status=unread,in-progress,resolved& topic=security,ui& :group=+priority& :sort==activity& :filters=status,topic& :columns=title,status,fixer The index view is determined by two parts of the specifier: the layout part and the filter part. The layout part consists of the query parameters that begin with colons, and it determines the way that the properties of selected items are displayed. The filter part consists of all the other query parameters, and it determines the criteria by which items are selected for display. The filter part is interactively manipulated with the form widgets displayed in the filter section. The layout part is interactively manipulated by clicking on the column headings in the table. The filter part selects the union of the sets of items with values matching any specified Link properties and the intersection of the sets of items with values matching any specified Multilink properties. The example specifies an index of "issue" items. Only items with a "status" of either "unread" or "in-progres" or "resolved" are displayed, and only items with "topic" values including both "security" and "ui" are displayed. The items are grouped by priority, arranged in ascending order; and within groups, sorted by activity, arranged in descending order. The filter section shows filters for the "status" and "topic" properties, and the table includes columns for the "title", "status", and "fixer" properties. Filtering of indexes ~~~~~~~~~~~~~~~~~~~~ TODO Searching Views --------------- This is one of the class context views. The template used is typically "*classname*.search". TODO Item Views ---------- The basic view of a hyperdb item is provided by the "*classname*.item" template. It generally has three sections; an "editor", a "spool" and a "history" section. Editor Section ~~~~~~~~~~~~~~ The editor section is used to manipulate the item - it may be a static display if the user doesn't have permission to edit the item. Here's an example of a basic editor template (this is the default "classic" template issue item edit form - from the "issue.item" template)::
Title title
Priority priority Status status
Superseder
View: 		Nosy List
Assigned To assignedto menu    
Change Note
File
  submit button will go here
When a change is submitted, the system automatically generates a message describing the changed properties. As shown in the example, the editor template can use the ":note" and ":file" fields, which are added to the standard change note message generated by Roundup. Spool Section ~~~~~~~~~~~~~ The spool section lists related information like the messages and files of an issue. TODO History Section ~~~~~~~~~~~~~~~ The final section displayed is the history of the item - its database journal. This is generally generated with the template:: *To be done:* *The actual history entries of the item may be accessed for manual templating through the "journal" method of the item*:: a journal entry *where each journal entry is an HTMLJournalEntry.* Defining new web actions ------------------------ XXX Access Controls =============== A set of Permissions are built in to the security module by default: - Edit (everything) - View (everything) The default interfaces define: - Web Registration - Web Access - Web Roles - Email Registration - Email Access These are hooked into the default Roles: - Admin (Edit everything, View everything, Web Roles) - User (Web Access, Email Access) - Anonymous (Web Registration, Email Registration) And finally, the "admin" user gets the "Admin" Role, and the "anonymous" user gets the "Anonymous" assigned when the database is initialised on installation. The two default schemas then define: - Edit issue, View issue (both) - Edit file, View file (both) - Edit msg, View msg (both) - Edit support, View support (extended only) and assign those Permissions to the "User" Role. New users are assigned the Roles defined in the config file as: - NEW_WEB_USER_ROLES - NEW_EMAIL_USER_ROLES You may alter the configuration variables to change the Role that new web or email users get, for example to not give them access to the web interface if they register through email. You may use the ``roundup-admin`` "``security``" command to display the current Role and Permission configuration in your tracker. Adding a new Permission ----------------------- When adding a new Permission, you will need to: 1. add it to your tracker's dbinit so it is created 2. enable it for the Roles that should have it (verify with "``roundup-admin security``") 3. add it to the relevant HTML interface templates 4. add it to the appropriate xxxPermission methods on in your tracker interfaces module Examples ======== Adding a new field to a roundup schema -------------------------------------- This example shows how to add a new constrained property (ie. a selection of distinct values) to your tracker. Introduction ~~~~~~~~~~~~ To make the classic schema of roundup useful as a todo tracking system for a group of systems administrators, it needed an extra data field per issue: a category. This would let sysads quickly list all todos in their particular area of interest without having to do complex queries, and without relying on the spelling capabilities of other sysads (a losing proposition at best). Adding a field to the database ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ This is the easiest part of the change. The category would just be a plain string, nothing fancy. To change what is in the database you need to add some lines to the ``open()`` function in ``dbinit.py``:: category = Class(db, "category", name=String()) category.setkey("name") Here we are setting up a chunk of the database which we are calling "category". It contains a string, which we are refering to as "name" for lack of a more imaginative title. Then we are setting the key of this chunk of the database to be that "name". This is equivalent to an index for database types. This also means that there can only be one category with a given name. Adding the above lines allows us to create categories, but they're not tied to the issues that we are going to be creating. It's just a list of categories off on its own, which isn't much use. We need to link it in with the issues. To do that, find the lines in the ``open()`` function in ``dbinit.py`` which set up the "issue" class, and then add a link to the category:: issue = IssueClass(db, "issue", ... , category=Multilink("category"), ... ) The Multilink() means that each issue can have many categories. If you were adding something with a more one to one relationship use Link() instead. That is all you need to do to change the schema. The rest of the effort is fiddling around so you can actually use the new category. Setting up security on the new objects ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ By default only the admin user can look at and change objects. This doesn't suit us, as we want any user to be able to create new categories as required, and obviously everyone needs to be able to view the categories of issues for it to be useful. We therefore need to change the security of the category objects. This is also done in the ``open()`` function of ``dbinit.py``. There are currently two loops which set up permissions and then assign them to various roles. Simply add the new "category" to both lists:: # new permissions for this schema for cl in 'issue', 'file', 'msg', 'user', 'category': db.security.addPermission(name="Edit", klass=cl, description="User is allowed to edit "+cl) db.security.addPermission(name="View", klass=cl, description="User is allowed to access "+cl) # Assign the access and edit permissions for issue, file and message # to regular users now for cl in 'issue', 'file', 'msg', 'category': p = db.security.getPermission('View', cl) db.security.addPermissionToRole('User', p) p = db.security.getPermission('Edit', cl) db.security.addPermissionToRole('User', p) So you are in effect doing the following:: db.security.addPermission(name="Edit", klass='category', description="User is allowed to edit "+'category') db.security.addPermission(name="View", klass='category', description="User is allowed to access "+'category') which is creating two permission types; that of editing and viewing "category" objects respectively. Then the following lines assign those new permissions to the "User" role, so that normal users can view and edit "category" objects:: p = db.security.getPermission('View', 'category') db.security.addPermissionToRole('User', p) p = db.security.getPermission('Edit', 'category') db.security.addPermissionToRole('User', p) This is all the work that needs to be done for the database. It will store categories, and let users view and edit them. Now on to the interface stuff. Changing the web left hand frame ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ We need to give the users the ability to create new categories, and the place to put the link to this functionality is in the left hand function bar, under the "Issues" area. The file that defines how this area looks is ``html/page``, which is what we are going to be editing next. If you look at this file you can see that it contains a lot of "classblock" sections which are chunks of HTML that will be included or excluded in the output depending on whether the condition in the classblock is met. Under the end of the classblock for issue is where we are going to add the category code::

Categories
New Category

The first two lines is the classblock definition, which sets up a condition that only users who have "View" permission to the "category" object will have this section included in their output. Next comes a plain "Categories" header in bold. Everyone who can view categories will get that. Next comes the link to the editing area of categories. This link will only appear if the condition is matched: that condition being that the user has "Edit" permissions for the "category" objects. If they do have permission then they will get a link to another page which will let the user add new categories. Note that if you have permission to view but not edit categories then all you will see is a "Categories" header with nothing underneath it. This is obviously not very good interface design, but will do for now. I just claim that it is so I can add more links in this section later on. However to fix the problem you could change the condition in the classblock statement, so that only users with "Edit" permission would see the "Categories" stuff. Setting up a page to edit categories ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ We defined code in the previous section which let users with the appropriate permissions see a link to a page which would let them edit conditions. Now we have to write that page. The link was for the item template for the category object. This translates into the system looking for a file called ``category.item`` in the ``html`` tracker directory. This is the file that we are going to write now. First we add an info tag in a comment which doesn't affect the outcome of the code at all but is useful for debugging. If you load a page in a browser and look at the page source, you can see which sections come from which files by looking for these comments:: Next we need to add in the METAL macro stuff so we get the normal page trappings:: Category editing

Category editing

Next we need to setup up a standard HTML form, which is the whole purpose of this file. We link to some handy javascript which sends the form through only once. This is to stop users hitting the send button multiple times when they are impatient and thus having the form sent multiple times::
Next we define some code which sets up the minimum list of fields that we require the user to enter. There will be only one field, that of "name", so they user better put something in it otherwise the whole form is pointless:: To get everything to line up properly we will put everything in a table, and put a nice big header on it so the user has an idea what is happening:: Next we need the actual field that the user is going to enter the new category. The "context.name.field(size=60)" bit tells roundup to generate a normal HTML field of size 60, and the contents of that field will be the "name" variable of the current context (which is "category"). The upshot of this is that when the user types something in to the form, a new category will be created with that name:: Then a submit button so that the user can submit the new category:: Finally we finish off the tags we used at the start to do the METAL stuff:: So putting it all together, and closing the table and form we get:: Category editing This is quite a lot to just ask the user one simple question, but there is a lot of setup for basically one line (the form line) to do its work. To add another field to "category" would involve one more line (well maybe a few extra to get the formatting correct). Adding the category to the issue ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ We now have the ability to create issues to our hearts content, but that is pointless unless we can assign categories to issues. Just like the ``html/category.item`` file was used to define how to add a new category, the ``html/issue.item`` is used to define how a new issue is created. Just like ``category.issue`` this file defines a form which has a table to lay things out. It doesn't matter where in the table we add new stuff, it is entirely up to your sense of aesthetics:: First we define a nice header so that the user knows what the next section is, then the middle line does what we are most interested in. This ``context/category/field`` gets replaced with a field which contains the category in the current context (the current context being the new issue). The classhelp lines generate a link (labelled "list") to a popup window which contains the list of currently known categories. Searching on categories ~~~~~~~~~~~~~~~~~~~~~~~ We can add categories, and create issues with categories. The next obvious thing that we would like to be would be to search issues based on their category, so that any one working on the web server could look at all issues in the category "Web" for example. If you look in the html/page file and look for the "Search Issues" you will see that it looks something like ``Search Issues`` which shows us that when you click on "Search Issues" it will be looking for a ``issue.search`` file to display. So that is indeed the file that we are going to change. If you look at this file it should be starting to seem familiar. It is a simple HTML form using a table to define structure. You can add the new category search code anywhere you like within that form:: Most of this is straightforward to anyone who knows HTML. It is just setting up a select list followed by a checkbox and a couple of radio buttons. The ``tal:repeat`` part repeats the tag for every item in the "category" table and setting "s" to be each category in turn. The ``tal:attributes`` part is setting up the ``value=`` part of the option tag to be the name part of "s" which is the current category in the loop. The ``tal:content`` part is setting the contents of the option tag to be the name part of "s" again. For objects more complex than category, obviously you would put an id in the value, and the descriptive part in the content; but for category they are the same. Adding category to the default view ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ We can now add categories, add issues with categories, and search issues based on categories. This is everything that we need to do, however there is some more icing that we would like. I think the category of an issue is important enough that it should be displayed by default when listing all the issues. Unfortunately, this is a bit less obvious than the previous steps. The code defining how the issues look is in ``html/issue.index``. This is a large table with a form down the bottom for redisplaying and so forth. Firstly we need to add an appropriate header to the start of the table:: The condition part of this statement is so that if the user has selected not to see the Category column then they won't. The rest of the table is a loop which will go through every issue that matches the display criteria. The loop variable is "i" - which means that every issue gets assigned to "i" in turn. The new part of code to display the category will look like this:: The condition is the same as above: only display the condition when the user hasn't asked for it to be hidden. The next part is to set the content of the cell to be the category part of "i" - the current issue. Finally we have to edit ``html/page`` again. This time to tell it that when the user clicks on "Unnasigned Issues" or "All Issues" that the category should be displayed. If you scroll down the page file, you can see the links with lots of options. The option that we are interested in is the ``:columns=`` one which tells roundup which fields of the issue to display. Simply add "category" to that list and it all should work. Adding in state transition control ---------------------------------- Sometimes tracker admins want to control the states that users may move issues to. 1. add a Multilink property to the status class:: stat = Class(db, "status", ... , transitions=Multilink('status'), ...) and then edit the statuses already created through the web using the generic class list / CSV editor. 2. add an auditor module ``checktransition.py`` in your tracker's ``detectors`` directory:: def checktransition(db, cl, nodeid, newvalues): ''' Check that the desired transition is valid for the "status" property. ''' if not newvalues.has_key('status'): return current = cl.get(nodeid, 'status') new = newvalues['status'] if new == current: return ok = db.status.get(current, 'transitions') if new not in ok: raise ValueError, 'Status not allowed to move from "%s" to "%s"'%( db.status.get(current, 'name'), db.status.get(new, 'name')) def init(db): db.issue.audit('set', checktransition) 3. in the ``issue.item`` template, change the status editing bit from:: to:: which displays only the allowed status to transition to. Displaying entire message contents in the issue display ------------------------------------------------------- Alter the issue.item template section for messages to::
Category
Name name
  submit button will go here

Category editing
Category
Name name
  submit button will go here
Category
Category:
CategoryStatus statusStatus
Messages
author date 
content
Restricting the list of users that are assignable to a task ----------------------------------------------------------- 1. In your tracker's "dbinit.py", create a new Role, say "Developer":: db.security.addRole(name='Developer', description='A developer') 2. Just after that, create a new Permission, say "Fixer", specific to "issue":: p = db.security.addPermission(name='Fixer', klass='issue', description='User is allowed to be assigned to fix issues') 3. Then assign the new Permission to your "Developer" Role:: db.security.addPermissionToRole('Developer', p) 4. In the issue item edit page ("html/issue.item" in your tracker dir), use the new Permission in restricting the "assignedto" list:: For extra security, you may wish to set up an auditor to enforce the Permission requirement (install this as "assignedtoFixer.py" in your tracker "detectors" directory):: def assignedtoMustBeFixer(db, cl, nodeid, newvalues): ''' Ensure the assignedto value in newvalues is a used with the Fixer Permission ''' if not newvalues.has_key('assignedto'): # don't care return # get the userid userid = newvalues['assignedto'] if not db.security.hasPermission('Fixer', userid, cl.classname): raise ValueError, 'You do not have permission to edit %s'%cl.classname def init(db): db.issue.audit('set', assignedtoMustBeFixer) db.issue.audit('create', assignedtoMustBeFixer) So now, if the edit attempts to set the assignedto to a user that doesn't have the "Fixer" Permission, the error will be raised. Setting up a "wizard" (or "druid") for controlled adding of issues ------------------------------------------------------------------ 1. Set up the page templates you wish to use for data input. My wizard is going to be a two-step process, first figuring out what category of issue the user is submitting, and then getting details specific to that category. The first page includes a table of help, explaining what the category names mean, and then the core of the form::
Category: The next page has the usual issue entry information, with the addition of the following form fragments::
. . .
Note that later in the form, I test the value of "cat" include form elements that are appropriate. For example:: Operating System Web Browser ... the above section will only be displayed if the category is one of 6, 10, 13, 14, 15, 16 or 17. 3. Determine what actions need to be taken between the pages - these are usually to validate user choices and determine what page is next. Now encode those actions in methods on the interfaces Client class and insert hooks to those actions in the "actions" attribute on that class, like so:: actions = client.Class.actions + ( ('page1_submit', page1SubmitAction), ) def page1SubmitAction(self): ''' Verify that the user has selected a category, and then move on to page 2. ''' category = self.form['category'].value if category == '-1': self.error_message.append('You must select a category of report') return # everything's ok, move on to the next page self.template = 'add_page2' 4. Use the usual "new" action as the :action on the final page, and you're done (the standard context/submit method can do this for you). ------------------- Back to `Table of Contents`_ .. _`Table of Contents`: index.html code-92d8e1aad2e9/doc/default.css0000644000000000000000000000712407544505351014735 0ustar 00000000000000/* :Author: David Goodger :Contact: goodger@users.sourceforge.net :date: $Date: 2002-09-12 03:57:09 $ :version: $Revision: 1.9 $ :copyright: This stylesheet has been placed in the public domain. 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For the philosophy and rationale behind the Roundup design, see the first-round Software Carpentry submission for Roundup. This document fleshes out that design as well as specifying interfaces so that the components can be developed separately. The Layer Cake ----------------- Lots of software design documents come with a picture of a cake. Everybody seems to like them. I also like cakes (i think they are tasty). So i, too, shall include a picture of a cake here:: _________________________________________________________________________ | E-mail Client | Web Browser | Detector Scripts | Shell | |------------------+-----------------+----------------------+-------------| | E-mail User | Web User | Detector | Command | |-------------------------------------------------------------------------| | Roundup Database Layer | |-------------------------------------------------------------------------| | Hyperdatabase Layer | |-------------------------------------------------------------------------| | Storage Layer | ------------------------------------------------------------------------- The colourful parts of the cake are part of our system; the faint grey parts of the cake are external components. I will now proceed to forgo all table manners and eat from the bottom of the cake to the top. You may want to stand back a bit so you don't get covered in crumbs. Hyperdatabase ------------- The lowest-level component to be implemented is the hyperdatabase. The hyperdatabase is intended to be a flexible data store that can hold configurable data in records which we call items. The hyperdatabase is implemented on top of the storage layer, an external module for storing its data. The storage layer could be a third-party RDBMS; for a "batteries-included" distribution, implementing the hyperdatabase on the standard bsddb module is suggested. Dates and Date Arithmetic ~~~~~~~~~~~~~~~~~~~~~~~~~ Before we get into the hyperdatabase itself, we need a way of handling dates. The hyperdatabase module provides Timestamp objects for representing date-and-time stamps and Interval objects for representing date-and-time intervals. As strings, date-and-time stamps are specified with the date in international standard format (``yyyy-mm-dd``) joined to the time (``hh:mm:ss``) by a period "``.``". Dates in this form can be easily compared and are fairly readable when printed. An example of a valid stamp is "``2000-06-24.13:03:59``". We'll call this the "full date format". When Timestamp objects are printed as strings, they appear in the full date format with the time always given in GMT. The full date format is always exactly 19 characters long. For user input, some partial forms are also permitted: the whole time or just the seconds may be omitted; and the whole date may be omitted or just the year may be omitted. If the time is given, the time is interpreted in the user's local time zone. The Date constructor takes care of these conversions. In the following examples, suppose that ``yyyy`` is the current year, ``mm`` is the current month, and ``dd`` is the current day of the month; and suppose that the user is on Eastern Standard Time. - "2000-04-17" means - "01-25" means - "2000-04-17.03:45" means - "08-13.22:13" means - "11-07.09:32:43" means - "14:25" means - - "8:47:11" means - - the special date "." means "right now" Date intervals are specified using the suffixes "y", "m", and "d". The suffix "w" (for "week") means 7 days. Time intervals are specified in hh:mm:ss format (the seconds may be omitted, but the hours and minutes may not). - "3y" means three years - "2y 1m" means two years and one month - "1m 25d" means one month and 25 days - "2w 3d" means two weeks and three days - "1d 2:50" means one day, two hours, and 50 minutes - "14:00" means 14 hours - "0:04:33" means four minutes and 33 seconds The Date class should understand simple date expressions of the form *stamp* ``+`` *interval* and *stamp* ``-`` *interval*. When adding or subtracting intervals involving months or years, the components are handled separately. For example, when evaluating "``2000-06-25 + 1m 10d``", we first add one month to get 2000-07-25, then add 10 days to get 2000-08-04 (rather than trying to decide whether 1m 10d means 38 or 40 or 41 days). Here is an outline of the Date and Interval classes:: class Date: def __init__(self, spec, offset): """Construct a date given a specification and a time zone offset. 'spec' is a full date or a partial form, with an optional added or subtracted interval. 'offset' is the local time zone offset from GMT in hours. """ def __add__(self, interval): """Add an interval to this date to produce another date.""" def __sub__(self, interval): """Subtract an interval from this date to produce another date.""" def __cmp__(self, other): """Compare this date to another date.""" def __str__(self): """Return this date as a string in the yyyy-mm-dd.hh:mm:ss format.""" def local(self, offset): """Return this date as yyyy-mm-dd.hh:mm:ss in a local time zone.""" class Interval: def __init__(self, spec): """Construct an interval given a specification.""" def __cmp__(self, other): """Compare this interval to another interval.""" def __str__(self): """Return this interval as a string.""" Here are some examples of how these classes would behave in practice. For the following examples, assume that we are on Eastern Standard Time and the current local time is 19:34:02 on 25 June 2000:: >>> Date(".") >>> _.local(-5) "2000-06-25.19:34:02" >>> Date(". + 2d") >>> Date("1997-04-17", -5) >>> Date("01-25", -5) >>> Date("08-13.22:13", -5) >>> Date("14:25", -5) >>> Interval(" 3w 1 d 2:00") >>> Date(". + 2d") - Interval("3w") Items and Classes ~~~~~~~~~~~~~~~~~ Items contain data in properties. To Python, these properties are presented as the key-value pairs of a dictionary. Each item belongs to a class which defines the names and types of its properties. The database permits the creation and modification of classes as well as items. Identifiers and Designators ~~~~~~~~~~~~~~~~~~~~~~~~~~~ Each item has a numeric identifier which is unique among items in its class. The items are numbered sequentially within each class in order of creation, starting from 1. The designator for an item is a way to identify an item in the database, and consists of the name of the item's class concatenated with the item's numeric identifier. For example, if "spam" and "eggs" are classes, the first item created in class "spam" has id 1 and designator "spam1". The first item created in class "eggs" also has id 1 but has the distinct designator "eggs1". Item designators are conventionally enclosed in square brackets when mentioned in plain text. This permits a casual mention of, say, "[patch37]" in an e-mail message to be turned into an active hyperlink. Property Names and Types ~~~~~~~~~~~~~~~~~~~~~~~~ Property names must begin with a letter. A property may be one of five basic types: - String properties are for storing arbitrary-length strings. - Boolean properties are for storing true/false, or yes/no values. - Number properties are for storing numeric values. - Date properties store date-and-time stamps. Their values are Timestamp objects. - A Link property refers to a single other item selected from a specified class. The class is part of the property; the value is an integer, the id of the chosen item. - A Multilink property refers to possibly many items in a specified class. The value is a list of integers. *None* is also a permitted value for any of these property types. An attempt to store None into a Multilink property stores an empty list. A property that is not specified will return as None from a *get* operation. Hyperdb Interface Specification ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ TODO: replace the Interface Specifications with links to the pydoc The hyperdb module provides property objects to designate the different kinds of properties. These objects are used when specifying what properties belong in classes:: class String: def __init__(self, indexme='no'): """An object designating a String property.""" class Boolean: def __init__(self): """An object designating a Boolean property.""" class Number: def __init__(self): """An object designating a Number property.""" class Date: def __init__(self): """An object designating a Date property.""" class Link: def __init__(self, classname, do_journal='yes'): """An object designating a Link property that links to items in a specified class. If the do_journal argument is not 'yes' then changes to the property are not journalled in the linked item. """ class Multilink: def __init__(self, classname, do_journal='yes'): """An object designating a Multilink property that links to items in a specified class. If the do_journal argument is not 'yes' then changes to the property are not journalled in the linked item(s). """ Here is the interface provided by the hyperdatabase:: class Database: """A database for storing records containing flexible data types.""" def __init__(self, config, journaltag=None): """Open a hyperdatabase given a specifier to some storage. The 'storagelocator' is obtained from config.DATABASE. The meaning of 'storagelocator' depends on the particular implementation of the hyperdatabase. It could be a file name, a directory path, a socket descriptor for a connection to a database over the network, etc. The 'journaltag' is a token that will be attached to the journal entries for any edits done on the database. If 'journaltag' is None, the database is opened in read-only mode: the Class.create(), Class.set(), and Class.retire() methods are disabled. """ def __getattr__(self, classname): """A convenient way of calling self.getclass(classname).""" def getclasses(self): """Return a list of the names of all existing classes.""" def getclass(self, classname): """Get the Class object representing a particular class. If 'classname' is not a valid class name, a KeyError is raised. """ class Class: """The handle to a particular class of items in a hyperdatabase.""" def __init__(self, db, classname, **properties): """Create a new class with a given name and property specification. 'classname' must not collide with the name of an existing class, or a ValueError is raised. The keyword arguments in 'properties' must map names to property objects, or a TypeError is raised. """ # Editing items: def create(self, **propvalues): """Create a new item of this class and return its id. The keyword arguments in 'propvalues' map property names to values. The values of arguments must be acceptable for the types of their corresponding properties or a TypeError is raised. If this class has a key property, it must be present and its value must not collide with other key strings or a ValueError is raised. Any other properties on this class that are missing from the 'propvalues' dictionary are set to None. If an id in a link or multilink property does not refer to a valid item, an IndexError is raised. """ def get(self, itemid, propname): """Get the value of a property on an existing item of this class. 'itemid' must be the id of an existing item of this class or an IndexError is raised. 'propname' must be the name of a property of this class or a KeyError is raised. """ def set(self, itemid, **propvalues): """Modify a property on an existing item of this class. 'itemid' must be the id of an existing item of this class or an IndexError is raised. Each key in 'propvalues' must be the name of a property of this class or a KeyError is raised. All values in 'propvalues' must be acceptable types for their corresponding properties or a TypeError is raised. If the value of the key property is set, it must not collide with other key strings or a ValueError is raised. If the value of a Link or Multilink property contains an invalid item id, a ValueError is raised. """ def retire(self, itemid): """Retire an item. The properties on the item remain available from the get() method, and the item's id is never reused. Retired items are not returned by the find(), list(), or lookup() methods, and other items may reuse the values of their key properties. """ def history(self, itemid): """Retrieve the journal of edits on a particular item. 'itemid' must be the id of an existing item of this class or an IndexError is raised. The returned list contains tuples of the form (date, tag, action, params) 'date' is a Timestamp object specifying the time of the change and 'tag' is the journaltag specified when the database was opened. 'action' may be: 'create' or 'set' -- 'params' is a dictionary of property values 'link' or 'unlink' -- 'params' is (classname, itemid, propname) 'retire' -- 'params' is None """ # Locating items: def setkey(self, propname): """Select a String property of this class to be the key property. 'propname' must be the name of a String property of this class or None, or a TypeError is raised. The values of the key property on all existing items must be unique or a ValueError is raised. """ def getkey(self): """Return the name of the key property for this class or None.""" def lookup(self, keyvalue): """Locate a particular item by its key property and return its id. If this class has no key property, a TypeError is raised. If the 'keyvalue' matches one of the values for the key property among the items in this class, the matching item's id is returned; otherwise a KeyError is raised. """ def find(self, propname, itemid): """Get the ids of items in this class which link to the given items. 'propspec' consists of keyword args propname={itemid:1,} 'propname' must be the name of a property in this class, or a KeyError is raised. That property must be a Link or Multilink property, or a TypeError is raised. Any item in this class whose 'propname' property links to any of the itemids will be returned. Used by the full text indexing, which knows that "foo" occurs in msg1, msg3 and file7, so we have hits on these issues: db.issue.find(messages={'1':1,'3':1}, files={'7':1}) """ def filter(self, search_matches, filterspec, sort, group): ''' Return a list of the ids of the active items in this class that match the 'filter' spec, sorted by the group spec and then the sort spec. ''' def list(self): """Return a list of the ids of the active items in this class.""" def count(self): """Get the number of items in this class. If the returned integer is 'numitems', the ids of all the items in this class run from 1 to numitems, and numitems+1 will be the id of the next item to be created in this class. """ # Manipulating properties: def getprops(self): """Return a dictionary mapping property names to property objects.""" def addprop(self, **properties): """Add properties to this class. The keyword arguments in 'properties' must map names to property objects, or a TypeError is raised. None of the keys in 'properties' may collide with the names of existing properties, or a ValueError is raised before any properties have been added. """ def getitem(self, itemid, cache=1): ''' Return a Item convenience wrapper for the item. 'itemid' must be the id of an existing item of this class or an IndexError is raised. 'cache' indicates whether the transaction cache should be queried for the item. If the item has been modified and you need to determine what its values prior to modification are, you need to set cache=0. ''' class Item: ''' A convenience wrapper for the given item. It provides a mapping interface to a single item's properties ''' Hyperdatabase Implementations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Hyperdatabase implementations exist to create the interface described in the `hyperdb interface specification`_ over an existing storage mechanism. Examples are relational databases, \*dbm key-value databases, and so on. Several implementations are provided - they belong in the roundup.backends package. Application Example ~~~~~~~~~~~~~~~~~~~ Here is an example of how the hyperdatabase module would work in practice:: >>> import hyperdb >>> db = hyperdb.Database("foo.db", "ping") >>> db >>> hyperdb.Class(db, "status", name=hyperdb.String()) >>> _.setkey("name") >>> db.status.create(name="unread") 1 >>> db.status.create(name="in-progress") 2 >>> db.status.create(name="testing") 3 >>> db.status.create(name="resolved") 4 >>> db.status.count() 4 >>> db.status.list() [1, 2, 3, 4] >>> db.status.lookup("in-progress") 2 >>> db.status.retire(3) >>> db.status.list() [1, 2, 4] >>> hyperdb.Class(db, "issue", title=hyperdb.String(), status=hyperdb.Link("status")) >>> db.issue.create(title="spam", status=1) 1 >>> db.issue.create(title="eggs", status=2) 2 >>> db.issue.create(title="ham", status=4) 3 >>> db.issue.create(title="arguments", status=2) 4 >>> db.issue.create(title="abuse", status=1) 5 >>> hyperdb.Class(db, "user", username=hyperdb.Key(), password=hyperdb.String()) >>> db.issue.addprop(fixer=hyperdb.Link("user")) >>> db.issue.getprops() {"title": , "status": , "user": } >>> db.issue.set(5, status=2) >>> db.issue.get(5, "status") 2 >>> db.status.get(2, "name") "in-progress" >>> db.issue.get(5, "title") "abuse" >>> db.issue.find("status", db.status.lookup("in-progress")) [2, 4, 5] >>> db.issue.history(5) [(, "ping", "create", {"title": "abuse", "status": 1}), (, "ping", "set", {"status": 2})] >>> db.status.history(1) [(, "ping", "link", ("issue", 5, "status")), (, "ping", "unlink", ("issue", 5, "status"))] >>> db.status.history(2) [(, "ping", "link", ("issue", 5, "status"))] For the purposes of journalling, when a Multilink property is set to a new list of items, the hyperdatabase compares the old list to the new list. The journal records "unlink" events for all the items that appear in the old list but not the new list, and "link" events for all the items that appear in the new list but not in the old list. Roundup Database ---------------- The Roundup database layer is implemented on top of the hyperdatabase and mediates calls to the database. Some of the classes in the Roundup database are considered issue classes. The Roundup database layer adds detectors and user items, and on issues it provides mail spools, nosy lists, and superseders. Reserved Classes ~~~~~~~~~~~~~~~~ Internal to this layer we reserve three special classes of items that are not issues. Users """"" Users are stored in the hyperdatabase as items of class "user". The "user" class has the definition:: hyperdb.Class(db, "user", username=hyperdb.String(), password=hyperdb.String(), address=hyperdb.String()) db.user.setkey("username") Messages """""""" E-mail messages are represented by hyperdatabase items of class "msg". The actual text content of the messages is stored in separate files. (There's no advantage to be gained by stuffing them into the hyperdatabase, and if messages are stored in ordinary text files, they can be grepped from the command line.) The text of a message is saved in a file named after the message item designator (e.g. "msg23") for the sake of the command interface (see below). Attachments are stored separately and associated with "file" items. The "msg" class has the definition:: hyperdb.Class(db, "msg", author=hyperdb.Link("user"), recipients=hyperdb.Multilink("user"), date=hyperdb.Date(), summary=hyperdb.String(), files=hyperdb.Multilink("file")) The "author" property indicates the author of the message (a "user" item must exist in the hyperdatabase for any messages that are stored in the system). The "summary" property contains a summary of the message for display in a message index. Files """"" Submitted files are represented by hyperdatabase items of class "file". Like e-mail messages, the file content is stored in files outside the database, named after the file item designator (e.g. "file17"). The "file" class has the definition:: hyperdb.Class(db, "file", user=hyperdb.Link("user"), name=hyperdb.String(), type=hyperdb.String()) The "user" property indicates the user who submitted the file, the "name" property holds the original name of the file, and the "type" property holds the MIME type of the file as received. Issue Classes ~~~~~~~~~~~~~ All issues have the following standard properties: =========== ========================== Property Definition =========== ========================== title hyperdb.String() messages hyperdb.Multilink("msg") files hyperdb.Multilink("file") nosy hyperdb.Multilink("user") superseder hyperdb.Multilink("issue") =========== ========================== Also, two Date properties named "creation" and "activity" are fabricated by the Roundup database layer. By "fabricated" we mean that no such properties are actually stored in the hyperdatabase, but when properties on issues are requested, the "creation" and "activity" properties are made available. The value of the "creation" property is the date when an issue was created, and the value of the "activity" property is the date when any property on the issue was last edited (equivalently, these are the dates on the first and last records in the issue's journal). Roundupdb Interface Specification ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ The interface to a Roundup database delegates most method calls to the hyperdatabase, except for the following changes and additional methods:: class Database: def getuid(self): """Return the id of the "user" item associated with the user that owns this connection to the hyperdatabase.""" class Class: # Overridden methods: def create(self, **propvalues): def set(self, **propvalues): def retire(self, itemid): """These operations trigger detectors and can be vetoed. Attempts to modify the "creation" or "activity" properties cause a KeyError. """ # New methods: def audit(self, event, detector): def react(self, event, detector): """Register a detector (see below for more details).""" class IssueClass(Class): # Overridden methods: def __init__(self, db, classname, **properties): """The newly-created class automatically includes the "messages", "files", "nosy", and "superseder" properties. If the 'properties' dictionary attempts to specify any of these properties or a "creation" or "activity" property, a ValueError is raised.""" def get(self, itemid, propname): def getprops(self): """In addition to the actual properties on the item, these methods provide the "creation" and "activity" properties.""" # New methods: def addmessage(self, itemid, summary, text): """Add a message to an issue's mail spool. A new "msg" item is constructed using the current date, the user that owns the database connection as the author, and the specified summary text. The "files" and "recipients" fields are left empty. The given text is saved as the body of the message and the item is appended to the "messages" field of the specified issue. """ def sendmessage(self, itemid, msgid): """Send a message to the members of an issue's nosy list. The message is sent only to users on the nosy list who are not already on the "recipients" list for the message. These users are then added to the message's "recipients" list. """ Default Schema ~~~~~~~~~~~~~~ The default schema included with Roundup turns it into a typical software bug tracker. The database is set up like this:: pri = Class(db, "priority", name=hyperdb.String(), order=hyperdb.String()) pri.setkey("name") pri.create(name="critical", order="1") pri.create(name="urgent", order="2") pri.create(name="bug", order="3") pri.create(name="feature", order="4") pri.create(name="wish", order="5") stat = Class(db, "status", name=hyperdb.String(), order=hyperdb.String()) stat.setkey("name") stat.create(name="unread", order="1") stat.create(name="deferred", order="2") stat.create(name="chatting", order="3") stat.create(name="need-eg", order="4") stat.create(name="in-progress", order="5") stat.create(name="testing", order="6") stat.create(name="done-cbb", order="7") stat.create(name="resolved", order="8") Class(db, "keyword", name=hyperdb.String()) Class(db, "issue", fixer=hyperdb.Multilink("user"), topic=hyperdb.Multilink("keyword"), priority=hyperdb.Link("priority"), status=hyperdb.Link("status")) (The "order" property hasn't been explained yet. It gets used by the Web user interface for sorting.) The above isn't as pretty-looking as the schema specification in the first-stage submission, but it could be made just as easy with the addition of a convenience function like Choice for setting up the "priority" and "status" classes:: def Choice(name, *options): cl = Class(db, name, name=hyperdb.String(), order=hyperdb.String()) for i in range(len(options)): cl.create(name=option[i], order=i) return hyperdb.Link(name) Detector Interface ------------------ Detectors are Python functions that are triggered on certain kinds of events. The definitions of the functions live in Python modules placed in a directory set aside for this purpose. Importing the Roundup database module also imports all the modules in this directory, and the ``init()`` function of each module is called when a database is opened to provide it a chance to register its detectors. There are two kinds of detectors: 1. an auditor is triggered just before modifying an item 2. a reactor is triggered just after an item has been modified When the Roundup database is about to perform a ``create()``, ``set()``, or ``retire()`` operation, it first calls any *auditors* that have been registered for that operation on that class. Any auditor may raise a *Reject* exception to abort the operation. If none of the auditors raises an exception, the database proceeds to carry out the operation. After it's done, it then calls all of the *reactors* that have been registered for the operation. Detector Interface Specification ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ The ``audit()`` and ``react()`` methods register detectors on a given class of items:: class Class: def audit(self, event, detector): """Register an auditor on this class. 'event' should be one of "create", "set", or "retire". 'detector' should be a function accepting four arguments. """ def react(self, event, detector): """Register a reactor on this class. 'event' should be one of "create", "set", or "retire". 'detector' should be a function accepting four arguments. """ Auditors are called with the arguments:: audit(db, cl, itemid, newdata) where ``db`` is the database, ``cl`` is an instance of Class or IssueClass within the database, and ``newdata`` is a dictionary mapping property names to values. For a ``create()`` operation, the ``itemid`` argument is None and newdata contains all of the initial property values with which the item is about to be created. For a ``set()`` operation, newdata contains only the names and values of properties that are about to be changed. For a ``retire()`` operation, newdata is None. Reactors are called with the arguments:: react(db, cl, itemid, olddata) where ``db`` is the database, ``cl`` is an instance of Class or IssueClass within the database, and ``olddata`` is a dictionary mapping property names to values. For a ``create()`` operation, the ``itemid`` argument is the id of the newly-created item and ``olddata`` is None. For a ``set()`` operation, ``olddata`` contains the names and previous values of properties that were changed. For a ``retire()`` operation, ``itemid`` is the id of the retired item and ``olddata`` is None. Detector Example ~~~~~~~~~~~~~~~~ Here is an example of detectors written for a hypothetical project-management application, where users can signal approval of a project by adding themselves to an "approvals" list, and a project proceeds when it has three approvals:: # Permit users only to add themselves to the "approvals" list. def check_approvals(db, cl, id, newdata): if newdata.has_key("approvals"): if cl.get(id, "status") == db.status.lookup("approved"): raise Reject, "You can't modify the approvals list " \ "for a project that has already been approved." old = cl.get(id, "approvals") new = newdata["approvals"] for uid in old: if uid not in new and uid != db.getuid(): raise Reject, "You can't remove other users from the " "approvals list; you can only remove yourself." for uid in new: if uid not in old and uid != db.getuid(): raise Reject, "You can't add other users to the approvals " "list; you can only add yourself." # When three people have approved a project, change its # status from "pending" to "approved". def approve_project(db, cl, id, olddata): if olddata.has_key("approvals") and len(cl.get(id, "approvals")) == 3: if cl.get(id, "status") == db.status.lookup("pending"): cl.set(id, status=db.status.lookup("approved")) def init(db): db.project.audit("set", check_approval) db.project.react("set", approve_project) Here is another example of a detector that can allow or prevent the creation of new items. In this scenario, patches for a software project are submitted by sending in e-mail with an attached file, and we want to ensure that there are text/plain attachments on the message. The maintainer of the package can then apply the patch by setting its status to "applied":: # Only accept attempts to create new patches that come with patch files. def check_new_patch(db, cl, id, newdata): if not newdata["files"]: raise Reject, "You can't submit a new patch without " \ "attaching a patch file." for fileid in newdata["files"]: if db.file.get(fileid, "type") != "text/plain": raise Reject, "Submitted patch files must be text/plain." # When the status is changed from "approved" to "applied", apply the patch. def apply_patch(db, cl, id, olddata): if cl.get(id, "status") == db.status.lookup("applied") and \ olddata["status"] == db.status.lookup("approved"): # ...apply the patch... def init(db): db.patch.audit("create", check_new_patch) db.patch.react("set", apply_patch) Command Interface ----------------- The command interface is a very simple and minimal interface, intended only for quick searches and checks from the shell prompt. (Anything more interesting can simply be written in Python using the Roundup database module.) Command Interface Specification ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ A single command, roundup, provides basic access to the hyperdatabase from the command line:: roundup-admin help roundup-admin get [-list] designator[, designator,...] propname roundup-admin set designator[, designator,...] propname=value ... roundup-admin find [-list] classname propname=value ... See ``roundup-admin help commands`` for a complete list of commands. Property values are represented as strings in command arguments and in the printed results: - Strings are, well, strings. - Numbers are displayed the same as strings. - Booleans are displayed as 'Yes' or 'No'. - Date values are printed in the full date format in the local time zone, and accepted in the full format or any of the partial formats explained above. - Link values are printed as item designators. When given as an argument, item designators and key strings are both accepted. - Multilink values are printed as lists of item designators joined by commas. When given as an argument, item designators and key strings are both accepted; an empty string, a single item, or a list of items joined by commas is accepted. When multiple items are specified to the roundup get or roundup set commands, the specified properties are retrieved or set on all the listed items. When multiple results are returned by the roundup get or roundup find commands, they are printed one per line (default) or joined by commas (with the -list) option. Usage Example ~~~~~~~~~~~~~ To find all messages regarding in-progress issues that contain the word "spam", for example, you could execute the following command from the directory where the database dumps its files:: shell% for issue in `roundup find issue status=in-progress`; do > grep -l spam `roundup get $issue messages` > done msg23 msg49 msg50 msg61 shell% Or, using the -list option, this can be written as a single command:: shell% grep -l spam `roundup get \ \`roundup find -list issue status=in-progress\` messages` msg23 msg49 msg50 msg61 shell% E-mail User Interface --------------------- The Roundup system must be assigned an e-mail address at which to receive mail. Messages should be piped to the Roundup mail-handling script by the mail delivery system (e.g. using an alias beginning with "|" for sendmail). Message Processing ~~~~~~~~~~~~~~~~~~ Incoming messages are examined for multiple parts. In a multipart/mixed message or part, each subpart is extracted and examined. In a multipart/alternative message or part, we look for a text/plain subpart and ignore the other parts. The text/plain subparts are assembled to form the textual body of the message, to be stored in the file associated with a "msg" class item. Any parts of other types are each stored in separate files and given "file" class items that are linked to the "msg" item. The "summary" property on message items is taken from the first non-quoting section in the message body. The message body is divided into sections by blank lines. Sections where the second and all subsequent lines begin with a ">" or "|" character are considered "quoting sections". The first line of the first non-quoting section becomes the summary of the message. All of the addresses in the To: and Cc: headers of the incoming message are looked up among the user items, and the corresponding users are placed in the "recipients" property on the new "msg" item. The address in the From: header similarly determines the "author" property of the new "msg" item. The default handling for addresses that don't have corresponding users is to create new users with no passwords and a username equal to the address. (The web interface does not permit logins for users with no passwords.) If we prefer to reject mail from outside sources, we can simply register an auditor on the "user" class that prevents the creation of user items with no passwords. The subject line of the incoming message is examined to determine whether the message is an attempt to create a new issue or to discuss an existing issue. A designator enclosed in square brackets is sought as the first thing on the subject line (after skipping any "Fwd:" or "Re:" prefixes). If an issue designator (class name and id number) is found there, the newly created "msg" item is added to the "messages" property for that issue, and any new "file" items are added to the "files" property for the issue. If just an issue class name is found there, we attempt to create a new issue of that class with its "messages" property initialized to contain the new "msg" item and its "files" property initialized to contain any new "file" items. Both cases may trigger detectors (in the first case we are calling the set() method to add the message to the issue's spool; in the second case we are calling the create() method to create a new item). If an auditor raises an exception, the original message is bounced back to the sender with the explanatory message given in the exception. Nosy Lists ~~~~~~~~~~ A standard detector is provided that watches for additions to the "messages" property. When a new message is added, the detector sends it to all the users on the "nosy" list for the issue that are not already on the "recipients" list of the message. Those users are then appended to the "recipients" property on the message, so multiple copies of a message are never sent to the same user. The journal recorded by the hyperdatabase on the "recipients" property then provides a log of when the message was sent to whom. Setting Properties ~~~~~~~~~~~~~~~~~~ The e-mail interface also provides a simple way to set properties on issues. At the end of the subject line, ``propname=value`` pairs can be specified in square brackets, using the same conventions as for the roundup ``set`` shell command. Web User Interface ------------------ The web interface is provided by a CGI script that can be run under any web server. A simple web server can easily be built on the standard CGIHTTPServer module, and should also be included in the distribution for quick out-of-the-box deployment. The user interface is constructed from a number of template files containing mostly HTML. Among the HTML tags in templates are interspersed some nonstandard tags, which we use as placeholders to be replaced by properties and their values. Views and View Specifiers ~~~~~~~~~~~~~~~~~~~~~~~~~ There are two main kinds of views: *index* views and *issue* views. An index view displays a list of issues of a particular class, optionally sorted and filtered as requested. An issue view presents the properties of a particular issue for editing and displays the message spool for the issue. A view specifier is a string that specifies all the options needed to construct a particular view. It goes after the URL to the Roundup CGI script or the web server to form the complete URL to a view. When the result of selecting a link or submitting a form takes the user to a new view, the Web browser should be redirected to a canonical location containing a complete view specifier so that the view can be bookmarked. Displaying Properties ~~~~~~~~~~~~~~~~~~~~~ Properties appear in the user interface in three contexts: in indices, in editors, and as filters. For each type of property, there are several display possibilities. For example, in an index view, a string property may just be printed as a plain string, but in an editor view, that property should be displayed in an editable field. The display of a property is handled by functions in a displayers module. Each function accepts at least three standard arguments -- the database, class name, and item id -- and returns a chunk of HTML. Displayer functions are triggered by tags in templates. The call attribute of the tag provides a Python expression for calling the displayer function. The three standard arguments are inserted in front of the arguments given. For example, the occurrence of:: in a template triggers a call to:: plain(db, "issue", 13, "status", max=30) when displaying issue 13 in the "issue" class. The displayer functions can accept extra arguments to further specify details about the widgets that should be generated. By defining new displayer functions, the user interface can be highly customized. Some of the standard displayer functions include: ========= ==================================================================== Function Description ========= ==================================================================== plain display a String property directly; display a Date property in a specified time zone with an option to omit the time from the date stamp; for a Link or Multilink property, display the key strings of the linked items (or the ids if the linked class has no key property) field display a property like the plain displayer above, but in a text field to be edited menu for a Link property, display a menu of the available choices link for a Link or Multilink property, display the names of the linked items, hyperlinked to the issue views on those items count for a Multilink property, display a count of the number of links in the list reldate display a Date property in terms of an interval relative to the current date (e.g. "+ 3w", "- 2d"). download show a Link("file") or Multilink("file") property using links that allow you to download files checklist for a Link or Multilink property, display checkboxes for the available choices to permit filtering ========= ==================================================================== TODO: See the htmltemplate pydoc for a complete list of the functions Index Views ~~~~~~~~~~~ An index view contains two sections: a filter section and an index section. The filter section provides some widgets for selecting which issues appear in the index. The index section is a table of issues. Index View Specifiers """"""""""""""""""""" An index view specifier looks like this (whitespace has been added for clarity):: /issue?status=unread,in-progress,resolved& topic=security,ui& :group=priority& :sort=-activity& :filters=status,topic& :columns=title,status,fixer The index view is determined by two parts of the specifier: the layout part and the filter part. The layout part consists of the query parameters that begin with colons, and it determines the way that the properties of selected items are displayed. The filter part consists of all the other query parameters, and it determines the criteria by which items are selected for display. The filter part is interactively manipulated with the form widgets displayed in the filter section. The layout part is interactively manipulated by clicking on the column headings in the table. The filter part selects the union of the sets of issues with values matching any specified Link properties and the intersection of the sets of issues with values matching any specified Multilink properties. The example specifies an index of "issue" items. Only issues with a "status" of either "unread" or "in-progres" or "resolved" are displayed, and only issues with "topic" values including both "security" and "ui" are displayed. The issues are grouped by priority, arranged in ascending order; and within groups, sorted by activity, arranged in descending order. The filter section shows filters for the "status" and "topic" properties, and the table includes columns for the "title", "status", and "fixer" properties. Associated with each issue class is a default layout specifier. The layout specifier in the above example is the default layout to be provided with the default bug-tracker schema described above in section 4.4. Filter Section """""""""""""" The template for a filter section provides the filtering widgets at the top of the index view. Fragments enclosed in ``...`` tags are included or omitted depending on whether the view specifier requests a filter for a particular property. Here's a simple example of a filter template::

Index Section """"""""""""" The template for an index section describes one row of the index table. Fragments enclosed in ``...`` tags are included or omitted depending on whether the view specifier requests a column for a particular property. The table cells should contain tags to display the values of the issue's properties. Here's a simple example of an index template:: Sorting """"""" String and Date values are sorted in the natural way. Link properties are sorted according to the value of the "order" property on the linked items if it is present; or otherwise on the key string of the linked items; or finally on the item ids. Multilink properties are sorted according to how many links are present. Issue Views ~~~~~~~~~~~ An issue view contains an editor section and a spool section. At the top of an issue view, links to superseding and superseded issues are always displayed. Issue View Specifiers """"""""""""""""""""" An issue view specifier is simply the issue's designator:: /patch23 Editor Section """""""""""""" The editor section is generated from a template containing tags to insert the appropriate widgets for editing properties. Here's an example of a basic editor template::
As shown in the example, the editor template can also request the display of a "note" field, which is a text area for entering a note to go along with a change. When a change is submitted, the system automatically generates a message describing the changed properties. The message displays all of the property values on the issue and indicates which ones have changed. An example of such a message might be this:: title: Polly Parrot is dead priority: critical status: unread -> in-progress fixer: (none) keywords: parrot,plumage,perch,nailed,dead If a note is given in the "note" field, the note is appended to the description. The message is then added to the issue's message spool (thus triggering the standard detector to react by sending out this message to the nosy list). Spool Section """"""""""""" The spool section lists messages in the issue's "messages" property. The index of messages displays the "date", "author", and "summary" properties on the message items, and selecting a message takes you to its content. Access Control -------------- At each point that requires an action to be performed, the security mechanisms are asked if the current user has permission. This permission is defined as a Permission. Individual assignment of Permission to user is unwieldy. The concept of a Role, which encompasses several Permissions and may be assigned to many Users, is quite well developed in many projects. Roundup will take this path, and allow the multiple assignment of Roles to Users, and multiple Permissions to Roles. These definitions are not persistent - they're defined when the application initialises. There will be two levels of Permission. The Class level permissions define logical permissions associated with all items of a particular class (or all classes). The Item level permissions define logical permissions associated with specific items by way of their user-linked properties. Access Control Interface Specification ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ The security module defines:: class Permission: ''' Defines a Permission with the attributes - name - description - klass (optional) The klass may be unset, indicating that this permission is not locked to a particular hyperdb class. There may be multiple Permissions for the same name for different classes. ''' class Role: ''' Defines a Role with the attributes - name - description - permissions ''' class Security: def __init__(self, db): ''' Initialise the permission and role stores, and add in the base roles (for admin user). ''' def getPermission(self, permission, classname=None): ''' Find the Permission matching the name and for the class, if the classname is specified. Raise ValueError if there is no exact match. ''' def hasPermission(self, permission, userid, classname=None): ''' Look through all the Roles, and hence Permissions, and see if "permission" is there for the specified classname. ''' def hasItemPermission(self, classname, itemid, **propspec): ''' Check the named properties of the given item to see if the userid appears in them. If it does, then the user is granted this permission check. 'propspec' consists of a set of properties and values that must be present on the given item for access to be granted. If a property is a Link, the value must match the property value. If a property is a Multilink, the value must appear in the Multilink list. ''' def addPermission(self, **propspec): ''' Create a new Permission with the properties defined in 'propspec' ''' def addRole(self, **propspec): ''' Create a new Role with the properties defined in 'propspec' ''' def addPermissionToRole(self, rolename, permission): ''' Add the permission to the role's permission list. 'rolename' is the name of the role to add permission to. ''' Modules such as ``cgi/client.py`` and ``mailgw.py`` define their own permissions like so (this example is ``cgi/client.py``):: def initialiseSecurity(security): ''' Create some Permissions and Roles on the security object This function is directly invoked by security.Security.__init__() as a part of the Security object instantiation. ''' p = security.addPermission(name="Web Registration", description="Anonymous users may register through the web") security.addToRole('Anonymous', p) Detectors may also define roles in their init() function:: def init(db): # register an auditor that checks that a user has the "May Resolve" # Permission before allowing them to set an issue status to "resolved" db.issue.audit('set', checkresolvedok) p = db.security.addPermission(name="May Resolve", klass="issue") security.addToRole('Manager', p) The tracker dbinit module then has in ``open()``:: # open the database - it must be modified to init the Security class # from security.py as db.security db = Database(config, name) # add some extra permissions and associate them with roles ei = db.security.addPermission(name="Edit", klass="issue", description="User is allowed to edit issues") db.security.addPermissionToRole('User', ei) ai = db.security.addPermission(name="View", klass="issue", description="User is allowed to access issues") db.security.addPermissionToRole('User', ai) In the dbinit ``init()``:: # create the two default users user.create(username="admin", password=Password(adminpw), address=config.ADMIN_EMAIL, roles='Admin') user.create(username="anonymous", roles='Anonymous') Then in the code that matters, calls to ``hasPermission`` and ``hasItemPermission`` are made to determine if the user has permission to perform some action:: if db.security.hasPermission('issue', 'Edit', userid): # all ok if db.security.hasItemPermission('issue', itemid, assignedto=userid): # all ok Code in the core will make use of these methods, as should code in auditors in custom templates. The htmltemplate will implement a new tag, ```` which has the form:: HTML to display if the user has the permission. HTML to display if the user does not have the permission. where: - the permission attribute gives a comma-separated list of permission names. These are checked in turn using ``hasPermission`` and requires one to be OK. - the other attributes are lookups on the item using ``hasItemPermission``. If the attribute value is "$userid" then the current user's userid is tested. Any of these tests must pass or the ```` check will fail. The section of html within the side of the ```` that fails is remove from processing. Authentication of Users ~~~~~~~~~~~~~~~~~~~~~~~ Users must be authenticated correctly for the above controls to work. This is not done in the current mail gateway at all. Use of digital signing of messages could alleviate this problem. The exact mechanism of registering the digital signature should be flexible, with perhaps a level of trust. Users who supply their signature through their first message into the tracker should be at a lower level of trust to those who supply their signature to an admin for submission to their user details. Anonymous Users ~~~~~~~~~~~~~~~ The "anonymous" user must always exist, and defines the access permissions for anonymous users. Unknown users accessing Roundup through the web or email interfaces will be logged in as the "anonymous" user. Use Cases ~~~~~~~~~ public - end users can submit bugs, request new features, request support The Users would be given the default "User" Role which gives "View" and "Edit" Permission to the "issue" class. developer - developers can fix bugs, implement new features, provide support A new Role "Developer" is created with the Permission "Fixer" which is checked for in custom auditors that see whether the issue is being resolved with a particular resolution ("fixed", "implemented", "supported") and allows that resolution only if the permission is available. manager - approvers/managers can approve new features and signoff bug fixes A new Role "Manager" is created with the Permission "Signoff" which is checked for in custom auditors that see whether the issue status is being changed similar to the developer example. admin - administrators can add users and set user's roles The existing Role "Admin" has the Permissions "Edit" for all classes (including "user") and "Web Roles" which allow the desired actions. system - automated request handlers running various report/escalation scripts A combination of existing and new Roles, Permissions and auditors could be used here. privacy - issues that are only visible to some users A new property is added to the issue which marks the user or group of users who are allowed to view and edit the issue. An auditor will check for edit access, and the htmltemplate tag can check for view access. Deployment Scenarios -------------------- The design described above should be general enough to permit the use of Roundup for bug tracking, managing projects, managing patches, or holding discussions. By using items of multiple types, one could deploy a system that maintains requirement specifications, catalogs bugs, and manages submitted patches, where patches could be linked to the bugs and requirements they address. Acknowledgements ---------------- My thanks are due to Christy Heyl for reviewing and contributing suggestions to this paper and motivating me to get it done, and to Jesse Vincent, Mark Miller, Christopher Simons, Jeff Dunmall, Wayne Gramlich, and Dean Tribble for their assistance with the first-round submission. Changes to this document ------------------------ - Added Boolean and Number types - Added section Hyperdatabase Implementations - "Item" has been renamed to "Issue" to account for the more specific nature of the Class. code-92d8e1aad2e9/doc/developers.txt0000644000000000000000000000423707544505351015512 0ustar 00000000000000================== Developing Roundup ================== :Version: $Revision: 1.4 $ Note: the intended audience of this document is the developers of the core Roundup code. If you just wish to alter some behaviour of your Roundup installation, see `customising roundup`_. .. contents:: Getting Started --------------- Anyone wishing to help in the development of Roundup must read `Roundup's Design Document`_ and the `implementation notes`_. All development is coordinated through two resources: - roundup-dev mailing list at http://lists.sourceforge.net/mailman/listinfo/roundup-devel - Sourceforge's issue trackers at https://sourceforge.net/tracker/?group_id=31577 Small Changes ------------- Most small changes can be submitted through the Feature tracker, with patches attached that give context diffs of the affected source. CVS Access ---------- To get CVS access, contact richard@users.sourceforge.net. Project Rules ------------- Mostly the project follows Guido's Style (though naming tends to be a little relaxed sometimes). In short: - 80 column width code - 4-space indentations - All modules must have a CVS Id line near the top, and a CVS Log at the end Other project rules: - New functionality must be documented, even briefly (so at least we know where there's missing documentation) and changes to tracker configuration must be logged in the upgrading document. - subscribe to roundup-checkins to receive checkin notifications from the other developers with CVS access - discuss any changes with the other developers on roundup-dev. If nothing else, this makes sure there's no rude shocks - write unit tests for changes you make (where possible), and ensure that all unit tests run before committing changes - run pychecker over changed code The administrators of the project reserve the right to boot developers who consistently check in code which is either broken or takes the codebase in directions that have not been agreed to. ----------------- Back to `Table of Contents`_ .. _`Table of Contents`: index.html .. _`Customising Roundup`: customizing.html .. _`Roundup's Design Document`: spec.html .. _`implementation notes`: implementation.html code-92d8e1aad2e9/doc/features.txt0000644000000000000000000000551607544505351015161 0ustar 00000000000000================ Roundup Features ================ Roundup is a simple-to-use and -install issue-tracking system with web, e-mail and command-line interfaces. It is based on the winning design from Ka-Ping Yee in the Software Carpentry "Track" design competition. *simple to use* - accessible through the web, email, command-line or Python programs - may be used to track bugs, features, user feedback, sales opportunities, ... - keeps a full history of changes to issues *simple to install* - installation takes about 10 minutes for a basic installation - two "template" schemas included in the distribution for you to base your tracker on - doesn't need any additional support software - python (2.1+) is enough to get you going *web interface* - fully editable interfaces for indexing and display of items - differentiates between anonymous, known and admin users - may be set up to require login, and may also only allow admin users to register new users - may be run through CGI as a normal cgi script, as a stand-alone web server, or through Zope - searching may be performed using many constraints, including a full-text search of messages attached to issues - file attachments (added through the web or email) are served up with the correct content-type and filename - email change messages generated by roundup appear to be sent by the person who made the change, but responses will go back through the nosy list by default *e-mail interface* - may be set up using sendmail-like delivery alias, POP polling or mailbox polling - issues have their own mini mailing list (nosy list) - may auto-register users who send in mail and aren't known to roundup - nosy list configuration controls how people are added and when messages are sent to the list - auto-filing of "unformatted" messages into a particular class - e-mail attachments are handled sanely, being attached to the issue they're intended for, and forwarded on to the nosy list - sane handling of content-type and content-encoding of messages (text/plain preferred in all situations) - email packages that display threading will show issue messages correctly threaded - users may send in messages from multiple addresses and be associated with the same roundup username *command-line* - may be used to interactively manage roundup databases - may be scripted using standard shell scripting - roundup's API may also be used by other Python programs - a sample is provided that runs once a day and emails people their assigned issues *highly configurable* - web interface HTML is fully editable - database schema is also fully editable - customised automatic auditors and reactors may be written that perform actions before and after changes are made to entries in the database - samples are provided for all types of configuration changes code-92d8e1aad2e9/doc/gadfly.txt0000644000000000000000000000330407544505351014602 0ustar 00000000000000============== Gadfly Backend ============== This document outlines the design and implementation of the Gadfly (relational database) backend. About Gadfly ============ Gadfly is a collection of python modules that provides relational database functionality entirely implemented in Python. It supports a subset of the intergalactic standard RDBMS Structured Query Language SQL. Basic Structure =============== Roundup supports a dynamic schema, something which doesn't map very well to a relational database table schema (or at least, it's frowned upon :) Approaches: 1. Map roundup classes to relational tables. Automatically detect schema changes and modify the gadfly table schemas appropriately. Multilinks (which represent a many-to-many relationship) are handled through intermediate tables. Journals are stored adjunct to the per-class tables. 2. Map roundup classes to relational tables. Automatically detect schema changes and modify the gadfly table schemas appropriately. Multilinks are handled with string representations of the id lists. Journals are stored adjunct to the per-class tables. 3. Four tables: - classes: class id, name - properties: class id, property id, name, type, options - nodes: class id, node id, property id, value (one row per multilink value) - journals: class id, node id, event, description The classes and properties tables will need to be kept in sync with the roundup schema. 4. Two less efficient tables: - nodes: class, property, node id, value (one row per multilink value) - journals: class, node id, event, description The classes and properties tables will need to be kept in sync with the roundup schema. code-92d8e1aad2e9/doc/getting_started.txt0000644000000000000000000002264107544505351016530 0ustar 00000000000000=============== Getting Started =============== :Version: $Revision: 1.7 $ .. contents:: The following instructions assume that you have installed roundup. If you haven't, you may still proceed - just run the commands as "``PYTHONPATH=. python roundup/scripts/roundup_admin.py``" for ``roundup-admin`` and "``PYTHONPATH=. python roundup/scripts/roundup_server.py``" for ``roundup-server``. The Tracker ----------- We'll be referring to the term tracker a lot from now on. A tracker is a directory in your filesystem that is where all the information about a live issue tracker database is stored. The data that is entered as issues, the users who access the database and the definition of the database itself all reside there: Hyperdatabase This is the lowest component of Roundup and is where all the issues, users, file attachments and messages are stored. Database schema This describes the content of the hyperdatabase - what fields are stored for issues, what user information, etc. Being stored in the tracker, this allows it to be customised for a particular application. It also means that changes in the Roundup core code do not affect a running tracker. Web Interface The web interface templates are defined in the tracker too - and the actual CGI interface class is defined (mostly using base classes in the Roundup core code) so it, like the database, may be customised for each tracker in use. Trackers are created using the ``roundup-admin`` tool. Command Line Tool ----------------- To set up a new tracker, run "``roundup-admin install``". You will be asked a few questions: 1. Tracker home directory 2. Schema to use 3. Database back-end to use Once you've chosen these, roundup will install the tracker for you. It will then indicate that you should configure some more information in the file "``config.py``" in the tracker home. It should be edited before roundup is initialised, and may have the following variable declarations: MAILHOST The SMTP mail host that roundup will use to send mail MAIL_DOMAIN The domain name used for email addresses TRACKER_WEB The web address of the issue tracker's web interface The email addresses used by the system by default are: TRACKER_EMAIL: ``issue_tracker@MAIL_DOMAIN`` submissions of issues ADMIN_EMAIL: ``roundup-admin@MAIL_DOMAIN`` roundup's internal use (problems, etc) You may also alter the default schema - see the `customisation`_ documentation for more info on both configuration variables and schema modifications. Once you're happy (and note that you can change any of this after the tracker is initialised too!) you must run "``roundup-admin initialise``". You should also think about whether there is going to be controlled access to the tracker on the machine the tracker is running on. That is, who can actually make changes to the database using the roundup-admin tool. See the section on Users_and_Access_Control for information on how to secure your tracker from the start. E-Mail Interface ---------------- Setup 1: As a mail alias pipe process ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Set up a mail alias called "issue_tracker" as (include the quote marks): "``|/usr/bin/python /usr/local/bin/roundup-mailgw ``" In some installations (e.g. RedHat 6.2 I think) you'll need to set up smrsh so sendmail will accept the pipe command. In that case, symlink ``/etc/smrsh/roundup-mailgw`` to "``/usr/local/bin/roundup-mailgw``" and change the command to:: |roundup-mailgw To test the mail gateway on unix systems, try:: echo test |mail -s '[issue] test' issue_tracker@your.domain Setup 2: As a regular cron job using a mailbox source ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Set ``roundup-mailgw`` up to run every 10 minutes or so. For example:: 10 * * * * /usr/local/bin/roundup-mailgw mailbox Where the ``mail_spool_file`` argument is the location of the roundup submission user's mail spool. On most systems, the spool for a user "issue_tracker" will be "``/var/mail/issue_tracker``". Setup 3: As a regular cron job using a POP source ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ To retrieve from a POP mailbox, use a similar cron entry to the mailbox one:: 10 * * * * /usr/local/bin/roundup-mailgw pop where pop_spec is "``username:password@server``" that specifies the roundup submission user's POP account name, password and server. Web Interface ------------- This software will work through apache or stand-alone. Stand-alone: 1. Edit roundup-server at the top - ``TRACKER_HOMES`` needs to know about your tracker. You may also specify the values for ``TRACKER_HOMES`` on the command-line using "name=home" pairs. 2. "``roundup-server [-p port] (name=tracker_home)*``" (hostname may be "") 3. Load up the page "``//index``" where tracker name is the name you nominated in ``TRACKER_HOMES``. Apache: 1. The CGI script is found in the cgi-bin directory of the roundup distribution. 2. Make sure roundup.cgi is executable. Edit it at the top - ``TRACKER_HOMES`` needs to know about your tracker. 3. Edit your "``/etc/httpd/conf/httpd.conf``" and make sure that the "``/home/httpd/html/roundup/roundup.cgi``" script will be treated as a CGI script. 4. Re-start your apache to re-load the config if necessary. 5. Load up the page "``/roundup/roundup.cgi/index/``" where tracker name is the name you nominated in ``TRACKER_HOMES``. 6. To use the CGI script unchanged, which allows much easier updates, add these directives to your "httpd.conf":: SetEnv ROUNDUP_LOG "/var/log/roundup.log" SetEnv TRACKER_HOMES "Default=/usr/local/share/roundup/trackers/Default" SetEnv ROUNDUP_DEBUG "0" 7. On Windows, write a batch file "roundup.bat" similar to the one below and place it into your cgi-bin directory:: @echo off set ROUNDUP_LOG=c:\Python21\share\roundup\cgi.log set TRACKER_HOMES=Default=c:\Python21\share\roundup\trackers\Default; set ROUNDUP_DEBUG=0 c:\Python21\python.exe c:\Python21\share\roundup\cgi-bin\roundup.cgi Users ----- Users and permissions ~~~~~~~~~~~~~~~~~~~~~ By default, roundup automatically creates one user when the tracker database is initialised (using roundup-admin init). The user is "admin" and the password is the one you supply at that time. If users attempt to use roundup in any manner and are not identified to roundup, they will be using the database in a read-only mode. That is, if roundup doesn't know who they are, they can't change anything. This has the following repurcussions: Command-line interface The data modification commands (create, init, retire, set) are performed as the "admin" user. It is therefore important that the database be protected by the filesystem if protection is required. On a Unix system, the easiest and most flexible method of doing so is: 1. Add a new user and group to your system (e.g. "issue_tracker") 2. When creating a new tracker home, use the following commands (substituting tracker_home for the directory you want to use):: mkdir tracker_home chown issue_tracker:issue_tracker tracker_home chmod g+rwxs tracker_home roundup-admin -i tracker_home init 3. Now, edit the /etc/group line for the issue_tracker group so it includes the unix logins of all the users who are going to administer your roundup tracker. If you're running the web or mail gateways, then be sure to include those users in the group too (on some Linux systems, these users are "www" or "apache" and "mail".) E-Mail interface Users are identified by e-mail address - a new user entry will be created for any e-mail address that is not recognised, so users are always identified by roundup. Web interface Unidentified users have read-only access. If the users database has an entry with the username "anonymous", then unidentified users are automatically logged in as that user. This gives them write access. **anonymous access and the ANONYMOUS_* configurations.** Adding users ~~~~~~~~~~~~ To add users, use one of the following interfaces: 1. On the web, access the URL ...//newuser to bring up a form which may be used to add a new user. 2. On the command-line, use:: roundup-admin -i create user username=bozo password=bozo address=richard@clown.org Supply the admin username and password. roundup-admin will print the id of the new user. 3. Any e-mail sent to roundup from an address that doesn't match an existing user in the database will result in a new user entry being created for that user. Issues ------ To add issues, use one of the following interfaces: 1. On the web, access the URL ...//newissue to bring up a form which may be used to add a new issue. 2. On the command-line, use:: roundup-admin -i create issue title="test issue" Supply the admin username and password. roundup-admin will print the id of the new issue. 3. Any e-mail sent to roundup with the subject line containing [issue] will automatically created a new issue in the database using the contents of the e-mail. ----------------- Back to `Table of Contents`_ Next: `User Guide`_ .. _`table of contents`: index.html .. _`user guide`: user_guide.html .. _`customisation`: customizing.html code-92d8e1aad2e9/doc/glossary.txt0000644000000000000000000000123107544505351015174 0ustar 00000000000000================ Roundup Glossary ================ :Version: $Revision: 1.3 $ .. contents:: class a definition of the properties and behaviour of a set of items db a collection of items designator a combined class + itemid reference to any item in the hyperdb itemid a numeric reference to a particular item of one class item a collection of data that forms one entry in the hyperdb. property one element of data that makes up an item schema the definition of all the classes that make up an tracker tracker I've defined this well somewhere else... 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I've marked these in the source with 'XXX' comments when I remember to. In short: Class.find() - may match multiple properties, uses keyword args. Class.filter() - isn't in the spec and it's very useful to have at the Class level. CGI interface index view specifier layout part - lose the '+' from the sorting arguments (it's a reserved URL character ;). Just made no prefix mean ascending and '-' prefix descending. ItemClass - renamed to IssueClass to better match it only having one hypderdb class "issue". Allowing > 1 hyperdb class breaks the "superseder" multilink (since it can only link to one thing, and we'd want bugs to link to support and vice-versa). template - the call="link()" is handled by special-case mechanisms in my top-level CGI handler. In a nutshell, the handler looks for a method on itself called 'index%s' or 'item%s' where %s is a class. Most items pass on to the templating mechanism, but the file class _always_ does downloading. It'll probably stay this way too... template - call="link(property)" may be used to link "the current item" (from an index) - the link text is the property specified. template - added functions that I found very useful: List, History and Submit. template - items must specify the message lists, history, etc. Having them by default was sometimes not wanted. template - index view determines its default columns from the template's tags. template - menu() and field() look awfully similar now .... ;) roundup_admin.py - the command-line tool has a lot more commands at its disposal ----------------- Back to `Table of Contents`_ .. _`Table of Contents`: index.html code-92d8e1aad2e9/doc/index.txt0000644000000000000000000000353507544505351014451 0ustar 00000000000000======================================================= Roundup: an Issue-Tracking System for Knowledge Workers ======================================================= Contents ======== - Overview_ and Features_ - Installation_ and `Getting Started`_ (and Upgrading_) - `User Guide`_ - `Customising Roundup`_ - `Maintaining Roundup Trackers`_ - `Roundup's Design`_ (original_) - `Developing Roundup`_ - Contact_ - Acknowledgements_ - License_ .. _Features: features.html .. _Overview: overview.html .. _Installation: installation.html .. _`Getting Started`: getting_started.html .. _`User Guide`: user_guide.html .. _`Customising Roundup`: customizing.html .. _`Maintaining Roundup Trackers`: maintenance.html .. _`Developing Roundup`: developers.html .. _`Roundup's Design`: design.html .. _original: spec.html .. _Upgrading: upgrading.html Contact ======= For general support enquiries about usage, a mailing list is available: roundup-users@sourceforge.net If you've got a great idea for roundup, or have found a bug, please submit an issue to the tracker at: http://sourceforge.net/tracker/?group_id=31577 For discussions about developing or enhancing roundup: roundup-devel@sourceforge.net The admin for this project is Richard Jones: richard@users.sourceforge.net but he should only be contacted directly when none of the above avenues of contact are suitable. Acknowledgements ================ Go Ping, you rock! Also, go Bizar Software and ekit.com for letting me implement this system on their time. Thanks also to the many people on the mailing list and in the sourceforge project: Anthony Baxter, Jeff Blaine, Duncan Booth, Titus Brown, Roch'e Compaan, Engelbert Gruber, Juergen Hermann, Gordon McMillan, Patrick Ohly, Dougal Scott, Stefan Seefeld. License ======= See COPYING.txt in the software distribution for the licensing terms. code-92d8e1aad2e9/doc/installation.txt0000644000000000000000000002602207544505351016037 0ustar 00000000000000================== Installing Roundup ================== :Version: $Revision: 1.27 $ .. contents:: Overview ======== Broken out separately, there are several conceptual pieces to a Roundup installation: Roundup trackers Trackers consist of issues (be they bug reports or otherwise), tracker configuration file(s), web HTML files etc. Roundup trackers are initialised with a "Template" which defines the fields usable/assignable on a per-issue basis. Descriptions of the provided templates are given in `choosing your template`_. Roundup support code Installed into your Python install's lib directory Roundup scripts These include the email gateway, the roundup HTTP server, the roundup administration command-line interface, etc. Prerequisites ============= Python 2.1.1 or newer with a functioning anydbm or bsddb module. Download the latest version from http://www.python.org/. It is highly recommended that users install the latest patch version of python - 2.1.3 or 2.2.1 - as these contain many fixes to serious bugs. If you want to use Berkeley DB bsddb3 with Roundup, use version 3.3.0 or later. Download the latest version from http://pybsddb.sourceforge.net/. Getting Roundup =============== Download the latest version from http://roundup.sf.net/. Testing your Python ------------------- Once you've unpacked roundup's source, run ``python ./run_tests`` in the source directory and make sure there are no errors. If there are errors, please let us know! If the above fails, you may be using the wrong version of python. Try ``python2 ./run_tests``. If that works, you will need to substitute ``python2`` for ``python`` in all further commands you use in relation to Roundup -- from installation and scripts. Installation ============ Set aside 15-30 minutes. Please make sure you're using a supported version of Python -- see `testing your python`_. There's three sections to this installation guide: 1. `basic installation steps`_ that all installers must follow 2. `shared environment steps`_ to take if you're installing on a shared UNIX machine and want to restrict local access to roundup 3. `internet setup`_ steps to take if your tracker is to be used by the wider internet community Most users will only need to follow the first step, since the environment will be a trusted one. Basic Installation Steps ------------------------ 1. To install the Roundup support code into your Python tree and Roundup scripts into /usr/local/bin:: python setup.py install If you would like to place the Roundup scripts in a directory other than ``/usr/local/bin``, then specify the preferred location with ``--install-script``. For example, to install them in ``/opt/roundup/bin``:: python setup.py install --install-scripts=/opt/roundup/bin 2. To create a Roundup tracker (necessary to do before you can use the software in any real fashion): a. (Optional) If you intend to keep your roundup trackers under one top level directory which does not exist yet, you should create that directory now. Example: mkdir /opt/roundup/trackers b. Either add the Roundup script location to your ``PATH`` environment variable or specify the full path to the command in the next step. c. ``roundup-admin install`` You will be asked a series of questions. Descriptions of the provided templates can be found in `choosing your template`_ below. Descriptions of the available backends can be found in `choosing your backend`_ below. The questions will be something like (you may have more templates or backends available): Enter tracker home: /opt/roundup/trackers/support Templates: classic Select template [classic]: classic Back ends: anydbm, bsddb Select backend [anydbm]: anydbm You will now be directed to edit the tracker configuration and initial schema. See `Customising Roundup`_ for details on configuration and schema changes. Note that you may change any of the configuration after you've initialised the tracker - it's just better to have valid values for this stuff now. d. ``roundup-admin initialise`` This step initialises the tracker database. You will need to supply an admin password at this step. You will be prompted:: Admin Password: Confirm: Once this is done, the tracker has been created. 3. XXX Set up the CGI interface 4. XXX Set up the mail gateway Choosing Your Template ---------------------- Classic Template ~~~~~~~~~~~~~~~~ The classic template is the one defined in the `Roundup Specification`_. It holds issues which have priorities and statuses. Each issue may also have a set of messages which are disseminated to the issue's list of nosy users. Minimal Template ~~~~~~~~~~~~~~~~ The minimal template has the minimum setup required for a tracker installation. That is, it has the configuration files, defines a user database and the basic HTML interface to that. It's a completely clean slate for you to create your tracker on. Choosing Your Backend --------------------- The actual storage of Roundup tracker information is handled by backends. There's several to choose from, each with benefits and limitations: **anydbm** This backend is guaranteed to work on any system that Python runs on. It will generally choose the best dbm backend that is available on your system (from the list dbhash, gdbm, dbm, dumbdbm). It is the least scaleable of all backends, but performs well enough for a smallish tracker (a couple of thousand issues, under fifty users, ...). **bsddb** This effectively the same as anydbm, but uses the bsddb backend. This allows it to gain some performance and scaling benefits. **bsddb3** Again, this effectively the same as anydbm, but uses the bsddb3 backend. This allows it to gain some performance and scaling benefits. **sqlite** This uses the SQLite embedded RDBMS to provide a fast, scaleable backend. There are no limitations, and it's much faster and more scaleable than the dbm backends. **metakit** This backend is implemented over the metakit storage system, using Mk4Py as the interface. It scales much better than the dbm backends. **gadfly** This is a proof-of-concept relational database backend, not really intended for actual production use, although it can be. It uses the Gadfly RDBMS to store data. It is unable to perform string searches due to gadfly not having a LIKE operation. It should scale well, assuming a client/server setup is used. It's much slower than even the dbm backends. Note: you may set your tracker up with the anydbm backend (which is guaranteed to be available) and switch to one of the other backends at any time using the instructions in the `maintenance documentation`_. Shared Environment Steps ------------------------ Each tracker ideally should have its own UNIX group, so create a UNIX group (edit ``/etc/group`` or your appropriate NIS map if you're using NIS). To continue with my examples so far, I would create the UNIX group 'support', although the name of the UNIX group does not have to be the same as the tracker name. To this 'support' group I then add all of the UNIX usernames who will be working with this Roundup tracker. In addition to 'real' users, the Roundup email gateway will need to have permissions to this area as well, so add the user your mail service runs as to the group. The UNIX group might then look like:: support:*:1002:jblaine,samh,geezer,mail If you intend to use the web interface (as most people do), you should also add the username your web server runs as to the group. My group now looks like this:: support:*:1002:jblaine,samh,geezer,mail,apache The tracker "db" directory should be chmod'ed g+sw so that the group can write to the database, and any new files created in the database will be owned by the group. An alternative to the above is to create a new user who has the sole responsibility of running roundup. This user: 1. runs the CGI interface daemon 2. runs regular polls for email 3. runs regular checks (using cron) to ensure the daemon is up 4. optionally has no login password so that nobody but the "root" user may actually login and play with the roundup setup. Internet Setup -------------- 1. There are two supported ways to get emailed issues into the Roundup tracker. You should pick ONE of the following, both of which will continue my example setup from above: a. Set up a mail alias called "support" as:: "|/opt/roundup/bin/roundup-mailgw /opt/roundup/trackers/support" If you use Sendmail's ``smrsh`` mechanism, please read the notes under 'Platform-Specific Notes' b. OR... Configure roundup-mailgw to run every 10 minutes or so via ``cron``. My cron job would be (these 2 lines all on one line):: 10 * * * * /opt/roundup/bin/roundup-mailgw /opt/roundup/trackers/support /var/mail/support If you don't want to use the email component of Roundup, then remove the "``nosyreator.py``" module from your tracker "``detectors``" directory. 2. Test the email gateway. Under most flavors of UNIX, this can be done by:: echo test | mail -s '[issue] test' support@YOUR_DOMAIN_HERE XXX mention HTTPS XXX mention Basic vs. cookie auth Upgrading ========= Read the separate `upgrading document`_, which describes the steps needed to upgrade existing tracker trackers for each version of Roundup that is released. ZRoundup ======== Install roundup as usual (see installation_). ZRoundup installs as a regular Zope product. Copy the ZRoundup directory to your Products directory either in an TRACKER_HOME/Products or the Zope code tree lib/python/Products. You will need to create the tracker using the roundup-admin tool (step 2 in installation_). When you next (re)start up Zope, you will be able to add a ZRoundup object that interfaces to your new tracker. Further Reading =============== If you intend to use Roundup with anything other than the defualt templates, if you would like to hack on Roundup, or if you would like implementation details, you should read `Customising Roundup`_. Platform-Specific Notes ======================= Sendmail smrsh -------------- If you use Sendmail's ``smrsh`` mechanism, you will need to tell smrsh that roundup-mailgw is a valid/trusted mail handler before it will work. This is usually done via the following 2 steps: 1. make a symlink in ``/etc/smrsh`` called ``roundup-mailgw`` which points to the full path of your actual ``roundup-mailgw`` script. 2. change your alias to ``"|roundup-mailgw "`` Linux ----- Python 2.1.1 as shipped with SuSE7.3 might be missing module ``_weakref``. ------------------------------------------------------------------------------- Back to `Table of Contents`_ Next: `Getting Started`_ .. _`table of contents`: index.html .. _`getting started`: getting_started.html .. _`roundup specification`: spec.html .. _`customising roundup`: customizing.html .. _`upgrading document`: upgrading.html .. _`maintenance documentation`: maintenance.html code-92d8e1aad2e9/doc/maintenance.txt0000644000000000000000000000345007544505351015620 0ustar 00000000000000============================ Maintaining Roundup Trackers ============================ :Version: $Revision: 1.1 $ .. contents:: :depth: 1 Tasks ===== Maintenance of Roundup can involve one of the following: 1. `tracker backup`_ 2. `software upgrade`_ 3. `migrating backends`_ Tracker Backup ============== Stop the web and email frontends and to copy the contents of the tracker home directory to some other place using standard backup tools. Software Upgrade ================ Always make a backup of your tracker before upgrading software. Steps you may take: 1. ensure that the unit tests run on your system 2. copy your tracker home to a new directory 3. follow the steps in the upgrading documentation for the new version of the software 4. test each of the admin tool, web interface and mail gateway using the new version of the software 5. stop the production web and email frontends 6. perform the upgrade steps on the existing tracker directory 7. upgrade the software 8. restart your tracker Migrating Backends ================== 1. stop the existing tracker web and email frontends (preventing changes) 2. use the roundup-admin tool "export" command to export the contents of your tracker to disk 3. copy the tracker home to a new directory 4. change the backend used in the tracker home ``select_db.py`` file 5. delete the "db" directory from the new directory 6. use the roundup-admin "import" command to import the previous export with the new tracker home 7. test each of the admin tool, web interface and mail gateway using the new backend 8. move the old tracker home out of the way (rename to "tracker.old") and move the new tracker home into its place 9. restart web and email frontends ------------------- Back to `Table of Contents`_ .. _`Table of Contents`: index.html code-92d8e1aad2e9/doc/overview.html0000644000000000000000000011451307544505351015334 0ustar 00000000000000 Roundup: an Issue-Tracking System for Knowledge Workers
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Copyright (c) 2000 Ka-Ping Yee. This material may be distributed only subject to the terms and conditions set forth in the Software Carpentry Open Publication License, which is available at:
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Roundup

An Issue-Tracking System for Knowledge Workers

Ka-Ping Yee

lfw discorporated
ping@lfw.org

Contents

Overview

We propose an issue-tracking system called Roundup, which will manage a number of issues (with properties such as "description", "priority", and so on) and provide the ability to (a) submit new issues, (b) find and edit existing issues, and (c) discuss issues with other participants. The system will facilitate communication among the participants by managing discussions and notifying interested parties when issues are edited.

This design draws on experience from an existing implementation which we will refer to as "the Roundup prototype". The graphical interface we have in mind will resemble the main display of the prototype.

Background

A typical software project requires the management of many tasks, usually distributed among several collaborators. In fact, any project team could use a tool for sorting out and discussing all the relevant issues. A common approach is to set up some kind of "to-do" list that people can share.

However, to address the overall problem we need much more than just a shared to-do list; we need to manage a growing body of knowledge and experience to help a team collaborate effectively on a project. The issue-tracking tool becomes a nexus for communication: the Grand Central Station of the group intelligence.

The primary focus of this design is to help developers work together well, not to provide a customer service interface to the developers. This is not to say that the design is to be made unsuitable for customers to use. Rather, it is assumed that many of the same qualities that are good for supporting development (see below) are also good for non-developers using the system. Additional niceties for providing a safe or simplified interface to clients are intentionally deferred for later consideration.

A good issue-tracking system should have at least the following properties:

With a nod to the time-honoured computer science tradition of "filling in the fourth quadrant", we note that there are really four kinds of information flow going on here. The three mentioned qualities really address the first three quadrants of this 2-by-2 matrix, respectively:

  1. User push: a user submits information to the system.
  2. User pull: a user queries for information from the system.
  3. System push: the system sends information out to users.
  4. System pull: the system solicits information from users.
An example of the fourth kind of flow is voting. Voting isn't described in this design, but it should be noted as a potential enhancement.

  1. Low barrier to participation. The usefulness of the tool depends entirely on the information people contribute to it. It must be made as easy as possible to submit new issues and contribute information about existing issues.

  2. Straightforward navigation. It should be easy for users to extract information they need from the system to direct their decisions and tasks. They should be able to get a decent overview of things as well as finding specific information when they know what they're after.

  3. Controlled information flow. The users must have control over how much information and what information they get. A common flaw of some issue-tracking systems is that they inundate users with so much useless e-mail that people avoid the system altogether.


Guiding Principles

Simplicity. It is a strong requirement that the tool be accessible and understandable. It should be fairly obvious what different parts of the interface do, and the inner mechanisms should operate in ways that most users can easily predict.

Efficiency. We aim to optimize for minimum effort to do the most common operations, and best use of resources like screen real estate to maximize the amount of information that we summarize and present.

Generality. We try to avoid making unnecessary assumptions that would restrict the applicability of the tool. For example, there is no reason why one might not also want to use this tool to manage a design process, non-software projects, or organizational decisions.

Persistence. We prefer hiding or reclassifying information to deleting it. This helps support the collection of statistics later. If records are never destroyed, there is little danger in providing access to a larger community, and logging yields accountability, which may encourage better behaviour.

Okay, enough ranting. Let's get down to business.

Data Model

Roundup stores a number of items, each of which can have several properties and an associated discussion. The properties can be used to classify or search for items. The discussion is a sequence of e-mail messages. Each item is identified by a unique number, and has an activity log which records the time and content of edits made on its properties. The log stays fairly small since the design intentionally provides only small data types as item properties, and encourages anything large to be attached to e-mail where it becomes part of the discussion. The next section explains how items are organized.

The Hyperdatabase

In my opinion, forcing items into fixed categories is one of the most serious problems with the Roundup prototype. The hyperdatabase is an experimental attempt to address the problem of information organization, whose scope goes beyond just Roundup.
Often when classifying information we are asked to select exactly one of a number of categories or to fit it into a rigid hierarchy. Yet things only sometimes fall into one category; often, a piece of information may be related to several concepts. For example, forcing each item into a single topic category is not just suboptimal but counterproductive: seekers of that item may expect to find it in a different category and conclude that the item is not present in the database -- which has them worse off than if the items were not categorized at all.

Some systems try to alleviate this problem by allowing nodes to appear at multiple locations in a tree, as with "aliases" or "symbolic links" in a filesystem, for example. This does help somewhat, but we want to be even more flexible by allowing the organization of nodes into sets that may freely intersect. Rather than putting each node at exactly one place in an overall "grand scheme", a node can belong to as many sets as are appropriate. If we choose to represent the sets themselves as nodes and set membership as a link between nodes, we're now ready to present the definition of a hyperdatabase.

Perhaps it's too pretentious a name? You could say this is just like an object database. The hyperdatabase is hardly much of an invention; the intent is merely to emphasize querying on links rather than properties. (I haven't heard of this being done with object databases before, but plead ignorance if there's already a good name for this idea.)
A hyperdatabase is a collection of nodes that may be hyperlinked to each other (hence the name "hyperdatabase"). Each node carries a collection of key-value pairs, where some of the values may be links to other nodes. Any node may have an arbitrary number of outgoing and incoming links. Hyperdatabases are able to efficiently answer queries such as "what nodes link to this node?" and "what nodes does this node link to?"

Rationale

There are several reasons for building our own kind of database for Roundup rather than using an existing one. Requiring the installation of a full-blown third-party SQL database system would probably deter many potential users from attempting to set up Roundup; yet a real relational database would be too complicated to implement on our own. On the other hand, a hyperdatabase can be implemented fairly easily using one of the Python DBM modules, so we can take the "batteries-included" approach and provide it as part of the system. It's easier to build and understand than a true relational database (in accordance with our guiding principle of simplicity), but provides most of the query functionality we want.

A hyperdatabase is well suited for finding the intersection of a number of sets in which items belong. We expect that most of the queries people want to do will be of this form, rather than complicated SQL queries. For example, a typical request might be "show me all critical items related to security". The ability to store arbitrary key-value pairs and links on nodes gives it more flexibility than an RDBMS. Users are not going to be making thousands of queries per second, so it makes sense to optimize for simplicity and flexibility rather than performance.

Roundup's Hyperdatabase

For our application, we store each item as a node in a hyperdatabase. The item's properties are stored as key-value pairs on its node. Four types of properties are allowed: string, date, choice, and reference.

The string type is for short, free-form strings. String properties are not intended to contain large amounts of text, and it is recommended that they be presented as one-line fields to encourage brevity.

The date type is for calendar dates and times.

The choice type denotes a single selection from a number of options. A choice property entails a link from the node possessing the property to the node representing the chosen option.

The reference type is for a list of links to any number of other nodes in the in the database. A reference property, for example, can be used to refer to related items or topic categories relevant to an item.

For Roundup, all items have five properties that are not customizable:

  • a string property named description
  • a reference property named superseder
  • a reference property named nosy
  • a date property named creation
  • a date property named activity

The description property is a short one-line description of the item. The detailed description can go in the first e-mail message of the item's discussion spool.

The superseder property is used to support the splitting, joining, or replacing of items. When several items need to be joined into a single item, all the old items link to the new item in their superseder property. When an item needs to be split apart, the item references all the new items in its superseder propety. We can easily list all active items just by checking for an empty superseder property, and trace the path of an item's origins by querying the hyperdatabase for links.

The nosy property contains a list of the people who are interested in an item. This mechanism is explained in the section on Nosy Lists.

The creation property records the item's creation time. The activity property records the last time that the item was edited or a mail message was added to its discussion spool. These two properties are managed by Roundup and are not available to be edited like other properties.

Users of the system are also represented by nodes in the hyperdatabase, containing properties like the user's e-mail address, login name, and password.

The Default Schema

Roundup could be distributed with a few suggested schemas for different purposes. One possible enhancement to the software-development schema is a reference property named implements for connecting development items to design requirements which they satisfy, which should be enough to provide basic support for traceability. Clearly there is also potential for adding properties for related source files, check-ins, test results, regression tests for resolved items, and so on, though these have not yet been sufficiently well thought out to specify here.

It is hoped that the hyperdatabase together with the specializations mentioned above for Roundup will be applicable in a variety of situations (in accordance with our guiding principle of generality).

To address the problem at hand, we need a specific schema for items applied particularly to software development. Again, we are trying to keep the schema simple: too many options make it tougher for someone to make a good choice. The schema is written here in the same form that it would appear in a configuration file. 

    fixer = Reference()             # people who will fix the problem

    topic = Reference()             # relevant topic keywords

    priority = Choice("critical",   # panic: work is stopped!
                      "urgent",     # important, but not deadly
                      "bug",        # lost work or incorrect results
                      "feature",    # want missing functionality
                      "wish")       # avoidable bugs, missing conveniences

    status = Choice("unread",       # submitted but no action yet
                    "deferred",     # intentionally set aside
                    "chatting",     # under review or seeking clarification
                    "need-eg",      # need a reproducible example of a bug
                    "in-progress",  # understood; development in progress
                    "testing",      # we think it's done; others, please test
                    "done-cbb",     # okay for now, but could be better
                    "resolved")     # fix has been released

The fixer property assigns responsibility for an item to a person or a list of people. The topic property places the item in an arbitrary number of relevant topic sets (see the section on Browsing and Searching).

As previously mentioned, each item gets an activity log. Whenever a property on an item is changed, the log records the time of the change, the user making the change, and the old and new values of the property. This permits the later gathering of statistics (for example, the average time from submission to resolution).

We do not specify or enforce a state transition graph, since making the system rigid in that fashion is probably more trouble than it's worth. Experience has shown that there are probably two convenient automatic state transitions:

  • from unread to chatting when e-mail is written about an item
  • from testing to resolved when a new release of the software is made
Beyond these, in accordance with our principle of generality, we allow access to the hyperdatabase API so that scripts can automate transitions themselves or be triggered by changes in the database.

User Interface

Roundup provides its services through two main interfaces: e-mail and the Web. This division is chosen to optimize the most common tasks.

E-mail is best suited for the submission of new items since most people are most comfortable with composing long messages in their own favourite e-mail client. E-mail also permits them to mention URLs or attach files relevant to their submission. Indeed, in many cases people are already used to making requests by sending e-mail to a mailing list of people; they can do exactly the same thing to use Roundup without even thinking about it. Similarly, people are already familiar with holding discussions in e-mail, and plenty of valuable usage conventions and software tools already exist for that medium.

The Web, on the other hand, is best suited for summarizing and seeking information, because it can present an interactive overview of items. Since the Web has forms, it's also the best place to edit items.

Submission and Discussion

Nosy lists have actually been tried in practice, and their emergent properties have turned out to be very effective. They are one of the key strengths of the Roundup prototype, and often cause me to wonder if all mailing lists ought to work this way. Roundup could even replace Hypermail.

The system needs an address for receiving mail and an address that forwards mail to all participants. Each item has its own list of interested parties, known as its nosy list. Here's how nosy lists work:

  1. New items are always submitted by sending an e-mail message to Roundup. The "Subject:" field becomes the description of the new item. The message is saved in the mail spool of the new item, and copied to the list of all participants so everyone knows that a new item has been added. The new item's nosy list initially contains the submitter.
  2. All e-mail messages sent by Roundup have their "Reply-To:" field set to Roundup's address, and have the item's number in the "Subject:" field. Thus, any replies to the initial announcement and subsequent threads are all received by Roundup. Roundup notes the item number in the "Subject:" field of each incoming message and appends the message to the appropriate spool.
  3. Any incoming e-mail tagged with an item number is copied to all the people on the item's nosy list, and any users found in the "From:", "To:", or "Cc:" fields are automatically added to the nosy list. Whenever a user edits an item's properties in the Web interface, they are also added to the nosy list.

The effect is like each item having its own little mailing list, except that no one ever has to worry about subscribing to anything. Indicating interest in an issue is sufficient, and if you want to bring someone new into the conversation, all you need to do is Cc: a message to them. It turns out that no one ever has to worry about unsubscribing, either: the nosy lists are so specific in scope that the conversation tends to die down by itself when the issue is resolved or people no longer find it sufficiently important.

Each nosy list is like an asynchronous chat room, lasting only a short time (typically five or ten messages) and involving a small group of people. However, that group is the right group of people: only those who express interest in an item in some way ever end up on the list, so no one gets spammed with mail they don't care about, and no one who wants to see mail about a particular item needs to be left out, for they can easily join in, and just as easily look at the mail spool on an item to catch up on any messages they might have missed.

We can take this a step further and permit users to monitor particular topics or classifications of items by allowing other kinds of nodes to also have their own nosy lists. For example, a manager could be on the nosy list of the priority value node for "critical", or a developer could be on the nosy list of the topic value node for "security". The recipients are then determined by the union of the nosy lists on the item and all the nodes it links to.

Using many small, specific mailing lists results in much more effective communication than one big list. Taking away the effort of subscribing and unsubscribing gives these lists the "feel" of being cheap and disposable. The transparent capture of the mail spool attached to each issue also yields a nice knowledge repository over time.

Editing

Since Roundup is intended to support arbitrary user-defined schema for item properties, the editing interface must be automatically generated from the schema. The configuration for Roundup will include a template describing how to lay out the properties to present a UI for inspecting and editing items. For example: 

    <table width="100%">
    <tr><td align=right>Description:</td>
        <td><?property description size=70></td></tr>
    <tr><td align=right>Status:</td>
        <td><?property status></td></tr>
    </table>

To display the editing form for an item, Roundup substitutes an HTML form widget for each <?property ...> tag, and transfers attributes (such as size=70 in the above example) from the processing tag to the form widget's tag. Each type has its own appropriate editing widget:

  • string properties appear as text fields
  • date properties appear as text fields
  • choice properties appear as selection lists
  • reference properties appear as multiple-selection lists with a text field for adding a new option

We foresee the use of custom date fields for things like deadlines, so input fields for date properties should support some simple way of specifying relative dates (such as "three weeks from now").

The superseder property is a special case: although it is more efficient to store a superseder property in the superseded item, it makes more sense to provide a "supersedes" edit field on the superseding item. So we need a special widget on items for this purpose (perhaps something as simple as a text field containing a comma-separated list of item numbers will do). Links in the superseder property should appear on both the superseding and superseded items to facilitate navigating an item's pedigree.

After the editing widgets, the item inspection page shows a "note" text box and then a display of the messages in the discussion spool, like the Roundup prototype. This field lets you enter a note explaining your change when you edit the item, and the note is included in the notification message that goes out to tell the interested parties on the nosy list of your edits.

Browsing and Searching

The ideal we would like to achieve is to make searching as much like browsing as possible: the user simply clicks about on things that seem interesting, and the information narrows down comfortably until the goal is in sight. This is preferable to trying to digest a screen filled with widgets and buttons or entering a search expression in some arcane algebraic syntax.

Though the generation of each page amounts to a database query, so that the underlying mechanism is still a series of queries and responses, the user interface never separates the query from the response, so the experience is one of stepwise refinement.
While a one-shot search may be appropriate when you're looking for a single item and you know exactly what you want, it's not very helpful when you want an overview of things ("Gee, there are a lot more high-priority items than there were last week!") or trying to do comparisons ("I have some time today, so who is busiest and could most use some help?")

The browsing interface presents filtering functionality for each of the properties in the schema. As with editing, the interface is generated from a template describing how to lay out the properties. Each type of property has its own appropriate filtering widget:

  • string properties appear as text fields supporting case-insensitive substring match
  • date properties appear as a text field with an option to choose dates after or before the specified date
  • choice properties appear as a group of selectable options (the filter selects the union of the sets of items associated with the active options)
  • reference properties appear as a group of selectable options (the filter selects the intersection of the sets of items associated with the active options)

For a reference property like topic, one possibility is to show, as hyperlinks, the keywords whose sets have non-empty intersections with the currently displayed set of items. Sorting the keywords by popularity seems reasonable. Clicking on a keyword then narrows both the list of items and the list of keywords. This gives some of the feel of walking around a directory tree -- but without the restriction of having to select keywords in a particular hierarchical order, and without the need to travel all the way to the leaves of the tree before any items are visible.

Below the filtering form is a listing of items, with their properties displayed in a table. Rows in the table can also be generated from a template, as with the editing interface. This listing is the central overview of the system, and it should aim to maximize the density of useful information in accordance with our guiding principle of efficiency. For example, Bugzilla initially displays seven or eight items of the index, but only after the user has waded through three bewildering screens of form widgets. Jitterbug can't even fit any items at all in the first screenful, as it's taken up by artwork and adminstrative debris. In contrast, in the Roundup prototype, 25 high-priority issues are immediately visible, with most of the screen space devoted to their descriptions. Colour indicates the status of each item to help the eye sift through the index quickly.

In both Jitterbug and Bugzilla, items are sorted by default by ID, a meaningless field. Sorting by ID puts the issues in order by ascending submission date, which banishes recent issues far away at the bottom of the list. The Roundup prototype sorts items in sections by priority, and then within sections by the date of last activity. This reveals at a glance where discussion is most active, and provides an easy way for anyone to move an issue up in the list.

The page produced by a given set of browsing options constitutes a view. The options should all be part of the query parameters in the URL so that views may be bookmarked. A view specifies:

  • search strings for string properties
  • date ranges for date properties
  • acceptable values for choice properties
  • required values for reference properties
  • one or more sort keys
  • a list of properties for which to display filtering widgets

On each sort key there is the option to use sections -- that is, instead of making the property's value a column of the table, each possible value for the property is displayed at the top of a section and all the items having that value for that property are grouped underneath. This avoids wasting screen space with redundant information.

We propose that our default view should be:

  • all options on for priority and fixer
  • all options on except "resolved" for status
  • no options on for topic
  • primary sort by priority in sections
  • secondary sort by decreasing activity date

The starting URL for Roundup should immediately present the listing of items generated by this default view, with no preceding query screen.

Development Plan

The hyperdatabase is clearly a separable component which can be developed and tested independently to an API specification.

As soon as the API to the hyperdatabase is nailed down, the implementation of the Roundup database layer on top of the hyperdatabase can begin. (This refers to the data types and five fixed properties specific to Roundup.) This layer can also be tested separately.

When the interface to the Roundup hyperdatabase is ready, development can begin on the user interface. The mail handler and the Web interface can be developed in parallel and mostly independently of each other.

The mail handler can be set up for testing fairly easily: mail messages on its standard input can be synthesized; its output is outgoing mail, which can be captured by replacing the implementation of the "send mail" function; and its side effects appear in the hyperdatabase, which has a Python API.

The Web interface is not easily testable in its entirety, though the most important components of it can be unit tested, such as the component that translates a view specification into a list of items for display, and the component that performs replacements on templates to produce an editing or filtering interface.

Open Issues

The description of the hyperdatabase above avoids some issues regarding node typing that need to be better specified. It is conceivable that eventually Roundup could support multiple kinds of items with their own schemas.

To permit integration with external tools, it is probably a good idea to provide a command-line tool that exposes the hyperdatabase API. This tool will be left for a later phase of development and so isn't specified in detail here.

Generating the user interface from a template is like applying an XSL stylesheet to XML, and if there's a standard Python module for performing these transformations, we could use XML instead.

More thinking is needed to determine the best filtering interface for reference properties. The proposed interface works well for topic keywords, but it isn't clear what to do when there are too many keywords to display them all.

There has been a variety of reactions to the hyperdatabase from reviewers: some like it, some are neutral, and some would prefer a "standard" RDBMS solution. For those in the latter camp, note that it's still possible to build the Roundup database layer around an RDBMS if we really need to. The rest of the design, in particular the "nosy list" mechanism, remains intact.

The possibility of malice by registered users has been disregarded. The system is intended to be used by a co-operative group.

This design tries to address as many as possible of the suggested requirements mentioned on the contest page:

  • configuring states: Edit the schema.
  • setting state transition rules: We don't enforce any rules.
  • assigning responsibility: Set the fixer property.
  • splitting and joining: Use the superseder property.
  • hiding information: Add a property and a pre-defined view that filters on it.
  • secure protocols: Naturally HTTPS would be nice, though it's largely a webserver configuration issue; secure e-mail is not addressed.
  • archiving old issues: Tag them with a property.
  • identifying repeated issues: Use the superseder property.
  • connecting state changes to external operations: We provide an API to the database and the notification mechanism so it can be scripted.
  • non-Latin alphabets: Unicode in Python 1.6 will handle this for string properties, and we can leverage existing standards for internationalizing e-mail messages.
  • images and other binaries: Attach them to e-mail messages.
  • inspecting item state: Use the editing interface.
  • translation between system-dependent formats: This is not addressed.
  • performing searches: Use the browsing and filtering interface.
  • collecting statistics: Information is gathered in the activity log, though tools to summarize it are not described here.

Summary

Roundup is an issue-tracking system that also functions as a communications center and a knowledge repository. It combines the strengths of e-mail and the Web to try to provide the best possible user interaction.

  • The submission and discussion of items by e-mail, permitting participants to use an easy and familiar tool, achieves our goal of low barrier to participation.
  • The generic link-based structuring of data and use of incremental filtering rather than one-shot querying makes for straightforward navigation.
  • The use of nosy lists (a powerful replacement for e-mail discussion lists) to manage communication on a fine-grained level provides controlled information flow.

The use of a "hyperdatabase" as the core model for the knowledge repository gives us the flexibility to extend Roundup and apply it to a variety of domains by providing new item schemas and user-interface templates.

Roundup is self-contained and easy to set up, requiring only a webserver and a mailbox. No one needs to be root to configure the webserver or to install database software.

This design is based on an existing deployed prototype which has proven its strengths and revealed its weaknesses in heavy day-to-day use by a real development team.

Acknowledgements

My thanks are due to Christina Heyl, Jesse Vincent, Mark Miller, Christopher Simons, Jeff Dunmall, Wayne Gramlich, and Dean Tribble for reviewing this paper and contributing their suggestions.

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Last modified 2001/04/06 11:50:59.9063 US/Mountain
code-92d8e1aad2e9/doc/security.txt0000644000000000000000000001177007544505351015211 0ustar 00000000000000=================== Security Mechanisms =================== :Version: $Revision: 1.16 $ Current situation ================= Current logical controls: ANONYMOUS_ACCESS = 'deny' Deny or allow anonymous access to the web interface ANONYMOUS_REGISTER = 'deny' Deny or allow anonymous users to register through the web interface ANONYMOUS_REGISTER_MAIL = 'deny' Deny or allow anonymous users to register through the mail interface Current user interface authentication and controls: - command-line tool access controlled with passwords, but no logical controls - CGI access is by username and password and has some logical controls - mailgw access is through identification using sender email address, with limited functionality available The web interface implements has specific logical controls, preventing non-admin users from accessing: - other user's details pages - listing the base classes (not issues or their user page) - editing base classes Issues ====== 1. The current implementation is ad-hoc, and not complete for all `use cases`_. 2. Currently it is not possible to allow submission of issues through email but restrict those users from accessing the web interface. 3. Only one user may perform admin functions. 4. There is no verification of users in the mail gateway by any means other than the From address. Support for strong identification through digital signatures should be added. 5. The command-line tool has no logical controls. 6. The anonymous control needs revising - there should only be one way to be an anonymous user, not two (currently there is user==None and user=='anonymous'). Possible approaches =================== Security controls in Roundup could be approached in three ways: 1) at the hyperdb level, with read/write/modify permissions on classes, items and item properties for all or specific transitions. 2) at the user interface level, with access permissions on CGI interface methods, mailgw methods, roundup-admin methods, and so on. 3) at a logical permission level, checked as needed. In all cases, the security built into roundup assumes restricted access to the hyperdatabase itself, through Operating System controls such as user or group permissions. Hyperdb-level control --------------------- Control is implemented at the Class.get, Class.set and Class.create level. All other methods must access items through these methods. Since all accesses go through the database, we can implement deny by default. Pros: - easier to implement as it only affects one module - smaller number of permissions to worry about Cons: - harder to determine the relationship between user interaction and hyperdb permission. - a lot of work to define - must special-case to handle by-item permissions (editing user details, having private messages) User-interface control ---------------------- The user interfaces would have an extra layer between that which parses the request to determine action and the action method. This layer controls access. Since it is possible to require methods be registered with the security mechanisms to be accessed by the user, deny by default is possible. Pros: - much more obvious at the user level what the controls are Cons: - much more work to implement - most user interfaces have multiple uses which can't be covered by a single permission Logical control --------------- At each point that requires an action to be performed, the security mechanisms are asked if the current user has permission. Since code must call the check function to raise a denial, there is no possibility to have automatic default of deny in this situation. Pros: - quite obvious what is going on - is very similar to the current system Cons: - large number of possible permissions that may be defined, possibly mirroring actual user interface controls. - access to the hyperdb must be strictly controlled through program code that implements the logical controls. Action ====== The CGI interface must be changed to: - authenticate over a secure connection - use unique tokens as a result of authentication, rather than pass the user's real credentials (username/password) around for each request (this means sessions and hence a session database) - use the new logical control mechanisms - implement the permission module - implement a Role editing interface for users - implement htmltemplate tests on permissions - switch all code over from using config vars for permission checks to using permissions - change all explicit admin user checks for Role checks - include config vars for initial Roles for anonymous web, new web and new email users The mail gateway must be changed to: - use digital signatures - use the new logical control mechanisms - switch all code over from using config vars for permission checks to using permissions The command-line tool must be changed to: - use the new logical control mechanisms (only allowing write access by admin users, and read-only by everyone else) code-92d8e1aad2e9/doc/spec.html0000644000000000000000000016253007544505351014422 0ustar 00000000000000 Software Carpentry Track: Roundup
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Roundup

An Issue-Tracking System for Knowledge Workers

Ka-Ping Yee
ping@lfw.org

Implementation Guide

Contents

  1. Introduction
  2. The Layer Cake
  3. Hyperdatabase
    1. Dates and Date Arithmetic
    2. Items and Classes
    3. Identifiers and Designators
    4. Property Names and Types
    5. Interface Specification
    6. Application Example
  4. Roundup Database
    1. Reserved Classes
      1. Users
      2. Messages
      3. Files
    2. Item Classes
    3. Interface Specification
    4. Default Schema
  5. Detector Interface
    1. Interface Specification
    2. Detector Example
  6. Command Interface
    1. Interface Specification
    2. Usage Example
  7. E-mail User Interface
    1. Message Processing
    2. Nosy Lists
    3. Setting Properties
    4. Workflow Example
  8. Web User Interface
    1. Views and View Specifiers
    2. Displaying Properties
    3. Index Views
      1. Index View Specifiers
      2. Filter Section
      3. Index Section
      4. Sorting
    4. Item Views
      1. Item View Specifiers
      2. Editor Section
      3. Spool Section
  9. Deployment Scenarios
  10. Acknowledgements

1. Introduction

This document presents a description of the components of the Roundup system and specifies their interfaces and behaviour in sufficient detail to guide an implementation. For the philosophy and rationale behind the Roundup design, see the first-round Software Carpentry submission for Roundup. This document fleshes out that design as well as specifying interfaces so that the components can be developed separately.

2. The Layer Cake

Lots of software design documents come with a picture of a cake. Everybody seems to like them. I also like cakes (i think they are tasty). So i, too, shall include a picture of a cake here.

E-mail Client

Web Browser

Detector Scripts

Shell

E-mail User Interface

Web User Interface

Detector Interface

Command Interface

Roundup Database Layer

Hyperdatabase Layer

Storage Layer

The colourful parts of the cake are part of our system; the faint grey parts of the cake are external components.

I will now proceed to forgo all table manners and eat from the bottom of the cake to the top. You may want to stand back a bit so you don't get covered in crumbs.

3. Hyperdatabase

The lowest-level component to be implemented is the hyperdatabase. The hyperdatabase is intended to be a flexible data store that can hold configurable data in records which we call items.

The hyperdatabase is implemented on top of the storage layer, an external module for storing its data. The storage layer could be a third-party RDBMS; for a "batteries-included" distribution, implementing the hyperdatabase on the standard bsddb module is suggested.

3.1. Dates and Date Arithmetic

Before we get into the hyperdatabase itself, we need a way of handling dates. The hyperdatabase module provides Timestamp objects for representing date-and-time stamps and Interval objects for representing date-and-time intervals.

As strings, date-and-time stamps are specified with the date in international standard format (yyyy-mm-dd) joined to the time (hh:mm:ss) by a period ("."). Dates in this form can be easily compared and are fairly readable when printed. An example of a valid stamp is "2000-06-24.13:03:59". We'll call this the "full date format". When Timestamp objects are printed as strings, they appear in the full date format with the time always given in GMT. The full date format is always exactly 19 characters long.

For user input, some partial forms are also permitted: the whole time or just the seconds may be omitted; and the whole date may be omitted or just the year may be omitted. If the time is given, the time is interpreted in the user's local time zone. The Date constructor takes care of these conversions. In the following examples, suppose that yyyy is the current year, mm is the current month, and dd is the current day of the month; and suppose that the user is on Eastern Standard Time.

  • "2000-04-17" means <Date 2000-04-17.00:00:00>
  • "01-25" means <Date yyyy-01-25.00:00:00>
  • "2000-04-17.03:45" means <Date 2000-04-17.08:45:00>
  • "08-13.22:13" means <Date yyyy-08-14.03:13:00>
  • "11-07.09:32:43" means <Date yyyy-11-07.14:32:43>
  • "14:25" means <Date yyyy-mm-dd.19:25:00>
  • "8:47:11" means <Date yyyy-mm-dd.13:47:11>
  • the special date "." means "right now"

Date intervals are specified using the suffixes "y", "m", and "d". The suffix "w" (for "week") means 7 days. Time intervals are specified in hh:mm:ss format (the seconds may be omitted, but the hours and minutes may not).

  • "3y" means three years
  • "2y 1m" means two years and one month
  • "1m 25d" means one month and 25 days
  • "2w 3d" means two weeks and three days
  • "1d 2:50" means one day, two hours, and 50 minutes
  • "14:00" means 14 hours
  • "0:04:33" means four minutes and 33 seconds

The Date class should understand simple date expressions of the form stamp + interval and stamp - interval. When adding or subtracting intervals involving months or years, the components are handled separately. For example, when evaluating "2000-06-25 + 1m 10d", we first add one month to get 2000-07-25, then add 10 days to get 2000-08-04 (rather than trying to decide whether 1m 10d means 38 or 40 or 41 days).

Here is an outline of the Date and Interval classes. 

class Date:
    def __init__(self, spec, offset):
        """Construct a date given a specification and a time zone offset.

        'spec' is a full date or a partial form, with an optional
        added or subtracted interval.  'offset' is the local time
        zone offset from GMT in hours.
        """

    def __add__(self, interval):
        """Add an interval to this date to produce another date."""

    def __sub__(self, interval):
        """Subtract an interval from this date to produce another date."""

    def __cmp__(self, other):
        """Compare this date to another date."""

    def __str__(self):
        """Return this date as a string in the yyyy-mm-dd.hh:mm:ss format."""

    def local(self, offset):
        """Return this date as yyyy-mm-dd.hh:mm:ss in a local time zone."""

class Interval:
    def __init__(self, spec):
        """Construct an interval given a specification."""

    def __cmp__(self, other):
        """Compare this interval to another interval."""
        
    def __str__(self):
        """Return this interval as a string."""

Here are some examples of how these classes would behave in practice. For the following examples, assume that we are on Eastern Standard Time and the current local time is 19:34:02 on 25 June 2000. 

>>> Date(".")
<Date 2000-06-26.00:34:02>
>>> _.local(-5)
"2000-06-25.19:34:02"
>>> Date(". + 2d")
<Date 2000-06-28.00:34:02>
>>> Date("1997-04-17", -5)
<Date 1997-04-17.00:00:00>
>>> Date("01-25", -5)
<Date 2000-01-25.00:00:00>
>>> Date("08-13.22:13", -5)
<Date 2000-08-14.03:13:00>
>>> Date("14:25", -5)
<Date 2000-06-25.19:25:00>
>>> Interval("  3w  1  d  2:00")
<Interval 22d 2:00>
>>> Date(". + 2d") - Interval("3w")
<Date 2000-06-07.00:34:02>

3.2. Items and Classes

Items contain data in properties. To Python, these properties are presented as the key-value pairs of a dictionary. Each item belongs to a class which defines the names and types of its properties. The database permits the creation and modification of classes as well as items.

3.3. Identifiers and Designators

Each item has a numeric identifier which is unique among items in its class. The items are numbered sequentially within each class in order of creation, starting from 1. The designator for an item is a way to identify an item in the database, and consists of the name of the item's class concatenated with the item's numeric identifier.

For example, if "spam" and "eggs" are classes, the first item created in class "spam" has id 1 and designator "spam1". The first item created in class "eggs" also has id 1 but has the distinct designator "eggs1". Item designators are conventionally enclosed in square brackets when mentioned in plain text. This permits a casual mention of, say, "[patch37]" in an e-mail message to be turned into an active hyperlink.

3.4. Property Names and Types

Property names must begin with a letter.

A property may be one of five basic types:

  • String properties are for storing arbitrary-length strings.
  • Date properties store date-and-time stamps. Their values are Timestamp objects.
  • A Link property refers to a single other item selected from a specified class. The class is part of the property; the value is an integer, the id of the chosen item.
  • A Multilink property refers to possibly many items in a specified class. The value is a list of integers.

None is also a permitted value for any of these property types. An attempt to store None into a String property stores the empty string; an attempt to store None into a Multilink property stores an empty list.

3.5. Interface Specification

The hyperdb module provides property objects to designate the different kinds of properties. These objects are used when specifying what properties belong in classes. 

class String:
    def __init__(self):
        """An object designating a String property."""

class Date:
    def __init__(self):
        """An object designating a Date property."""

class Link:
    def __init__(self, classname):
        """An object designating a Link property that links to
        items in a specified class."""

class Multilink:
    def __init__(self, classname):
        """An object designating a Multilink property that links
        to items in a specified class."""

Here is the interface provided by the hyperdatabase. 

class Database:
    """A database for storing records containing flexible data types."""

    def __init__(self, storagelocator, journaltag):
        """Open a hyperdatabase given a specifier to some storage.

        The meaning of 'storagelocator' depends on the particular
        implementation of the hyperdatabase.  It could be a file name,
        a directory path, a socket descriptor for a connection to a
        database over the network, etc.

        The 'journaltag' is a token that will be attached to the journal
        entries for any edits done on the database.  If 'journaltag' is
        None, the database is opened in read-only mode: the Class.create(),
        Class.set(), and Class.retire() methods are disabled.
        """

    def __getattr__(self, classname):
        """A convenient way of calling self.getclass(classname)."""

    def getclasses(self):
        """Return a list of the names of all existing classes."""

    def getclass(self, classname):
        """Get the Class object representing a particular class.

        If 'classname' is not a valid class name, a KeyError is raised.
        """

class Class:
    """The handle to a particular class of items in a hyperdatabase."""

    def __init__(self, db, classname, **properties):
        """Create a new class with a given name and property specification.

        'classname' must not collide with the name of an existing class,
        or a ValueError is raised.  The keyword arguments in 'properties'
        must map names to property objects, or a TypeError is raised.
        """

    # Editing items:

    def create(self, **propvalues):
        """Create a new item of this class and return its id.

        The keyword arguments in 'propvalues' map property names to values.
        The values of arguments must be acceptable for the types of their
        corresponding properties or a TypeError is raised.  If this class
        has a key property, it must be present and its value must not
        collide with other key strings or a ValueError is raised.  Any other
        properties on this class that are missing from the 'propvalues'
        dictionary are set to None.  If an id in a link or multilink
        property does not refer to a valid item, an IndexError is raised.
        """

    def get(self, itemid, propname):
        """Get the value of a property on an existing item of this class.

        'itemid' must be the id of an existing item of this class or an
        IndexError is raised.  'propname' must be the name of a property
        of this class or a KeyError is raised.
        """

    def set(self, itemid, **propvalues):
        """Modify a property on an existing item of this class.
        
        'itemid' must be the id of an existing item of this class or an
        IndexError is raised.  Each key in 'propvalues' must be the name
        of a property of this class or a KeyError is raised.  All values
        in 'propvalues' must be acceptable types for their corresponding
        properties or a TypeError is raised.  If the value of the key
        property is set, it must not collide with other key strings or a
        ValueError is raised.  If the value of a Link or Multilink
        property contains an invalid item id, a ValueError is raised.
        """

    def retire(self, itemid):
        """Retire an item.
        
        The properties on the item remain available from the get() method,
        and the item's id is never reused.  Retired items are not returned
        by the find(), list(), or lookup() methods, and other items may
        reuse the values of their key properties.
        """

    def history(self, itemid):
        """Retrieve the journal of edits on a particular item.

        'itemid' must be the id of an existing item of this class or an
        IndexError is raised.

        The returned list contains tuples of the form

            (date, tag, action, params)

        'date' is a Timestamp object specifying the time of the change and
        'tag' is the journaltag specified when the database was opened.
        'action' may be:

            'create' or 'set' -- 'params' is a dictionary of property values
            'link' or 'unlink' -- 'params' is (classname, itemid, propname)
            'retire' -- 'params' is None
        """

    # Locating items:

    def setkey(self, propname):
        """Select a String property of this class to be the key property.

        'propname' must be the name of a String property of this class or
        None, or a TypeError is raised.  The values of the key property on
        all existing items must be unique or a ValueError is raised.
        """

    def getkey(self):
        """Return the name of the key property for this class or None."""

    def lookup(self, keyvalue):
        """Locate a particular item by its key property and return its id.

        If this class has no key property, a TypeError is raised.  If the
        'keyvalue' matches one of the values for the key property among
        the items in this class, the matching item's id is returned;
        otherwise a KeyError is raised.
        """

    def find(self, propname, itemid):
        """Get the ids of items in this class which link to a given item.
        
        'propname' must be the name of a property in this class, or a
        KeyError is raised.  That property must be a Link or Multilink
        property, or a TypeError is raised.  'itemid' must be the id of
        an existing item in the class linked to by the given property,
        or an IndexError is raised.
        """

    def list(self):
        """Return a list of the ids of the active items in this class."""

    def count(self):
        """Get the number of items in this class.

        If the returned integer is 'numitems', the ids of all the items
        in this class run from 1 to numitems, and numitems+1 will be the
        id of the next item to be created in this class.
        """

    # Manipulating properties:

    def getprops(self):
        """Return a dictionary mapping property names to property objects."""

    def addprop(self, **properties):
        """Add properties to this class.

        The keyword arguments in 'properties' must map names to property
        objects, or a TypeError is raised.  None of the keys in 'properties'
        may collide with the names of existing properties, or a ValueError
        is raised before any properties have been added.
        """

3.6. Application Example

Here is an example of how the hyperdatabase module would work in practice. 

>>> import hyperdb
>>> db = hyperdb.Database("foo.db", "ping")
>>> db
<hyperdb.Database "foo.db" opened by "ping">
>>> hyperdb.Class(db, "status", name=hyperdb.String())
<hyperdb.Class "status">
>>> _.setkey("name")
>>> db.status.create(name="unread")
1
>>> db.status.create(name="in-progress")
2
>>> db.status.create(name="testing")
3
>>> db.status.create(name="resolved")
4
>>> db.status.count()
4
>>> db.status.list()
[1, 2, 3, 4]
>>> db.status.lookup("in-progress")
2
>>> db.status.retire(3)
>>> db.status.list()
[1, 2, 4]
>>> hyperdb.Class(db, "issue", title=hyperdb.String(), status=hyperdb.Link("status"))
<hyperdb.Class "issue">
>>> db.issue.create(title="spam", status=1)
1
>>> db.issue.create(title="eggs", status=2)
2
>>> db.issue.create(title="ham", status=4)
3
>>> db.issue.create(title="arguments", status=2)
4
>>> db.issue.create(title="abuse", status=1)
5
>>> hyperdb.Class(db, "user", username=hyperdb.Key(), password=hyperdb.String())
<hyperdb.Class "user">
>>> db.issue.addprop(fixer=hyperdb.Link("user"))
>>> db.issue.getprops()
{"title": <hyperdb.String>, "status": <hyperdb.Link to "status">,
 "user": <hyperdb.Link to "user">}
>>> db.issue.set(5, status=2)
>>> db.issue.get(5, "status")
2
>>> db.status.get(2, "name")
"in-progress"
>>> db.issue.get(5, "title")
"abuse"
>>> db.issue.find("status", db.status.lookup("in-progress"))
[2, 4, 5]
>>> db.issue.history(5)
[(<Date 2000-06-28.19:09:43>, "ping", "create", {"title": "abuse", "status": 1}),
 (<Date 2000-06-28.19:11:04>, "ping", "set", {"status": 2})]
>>> db.status.history(1)
[(<Date 2000-06-28.19:09:43>, "ping", "link", ("issue", 5, "status")),
 (<Date 2000-06-28.19:11:04>, "ping", "unlink", ("issue", 5, "status"))]
>>> db.status.history(2)
[(<Date 2000-06-28.19:11:04>, "ping", "link", ("issue", 5, "status"))]

For the purposes of journalling, when a Multilink property is set to a new list of items, the hyperdatabase compares the old list to the new list. The journal records "unlink" events for all the items that appear in the old list but not the new list, and "link" events for all the items that appear in the new list but not in the old list.

4. Roundup Database

The Roundup database layer is implemented on top of the hyperdatabase and mediates calls to the database. Some of the classes in the Roundup database are considered item classes. The Roundup database layer adds detectors and user items, and on items it provides mail spools, nosy lists, and superseders.

4.1. Reserved Classes

Internal to this layer we reserve three special classes of items that are not items.

4.1.1. Users

Users are stored in the hyperdatabase as items of class "user". The "user" class has the definition: 

hyperdb.Class(db, "user", username=hyperdb.String(),
                          password=hyperdb.String(),
                          address=hyperdb.String())
db.user.setkey("username")

4.1.2. Messages

E-mail messages are represented by hyperdatabase items of class "msg". The actual text content of the messages is stored in separate files. (There's no advantage to be gained by stuffing them into the hyperdatabase, and if messages are stored in ordinary text files, they can be grepped from the command line.) The text of a message is saved in a file named after the message item designator (e.g. "msg23") for the sake of the command interface (see below). Attachments are stored separately and associated with "file" items. The "msg" class has the definition: 

hyperdb.Class(db, "msg", author=hyperdb.Link("user"),
                         recipients=hyperdb.Multilink("user"),
                         date=hyperdb.Date(),
                         summary=hyperdb.String(),
                         files=hyperdb.Multilink("file"))

The "author" property indicates the author of the message (a "user" item must exist in the hyperdatabase for any messages that are stored in the system). The "summary" property contains a summary of the message for display in a message index.

4.1.3. Files

Submitted files are represented by hyperdatabase items of class "file". Like e-mail messages, the file content is stored in files outside the database, named after the file item designator (e.g. "file17"). The "file" class has the definition: 

hyperdb.Class(db, "file", user=hyperdb.Link("user"),
                          name=hyperdb.String(),
                          type=hyperdb.String())

The "user" property indicates the user who submitted the file, the "name" property holds the original name of the file, and the "type" property holds the MIME type of the file as received.

4.2. Item Classes

All items have the following standard properties: 

title=hyperdb.String()
messages=hyperdb.Multilink("msg")
files=hyperdb.Multilink("file")
nosy=hyperdb.Multilink("user")
superseder=hyperdb.Multilink("item")

Also, two Date properties named "creation" and "activity" are fabricated by the Roundup database layer. By "fabricated" we mean that no such properties are actually stored in the hyperdatabase, but when properties on items are requested, the "creation" and "activity" properties are made available. The value of the "creation" property is the date when an item was created, and the value of the "activity" property is the date when any property on the item was last edited (equivalently, these are the dates on the first and last records in the item's journal).

4.3. Interface Specification

The interface to a Roundup database delegates most method calls to the hyperdatabase, except for the following changes and additional methods. 

class Database:
    # Overridden methods:

    def __init__(self, storagelocator, journaltag):
        """When the Roundup database is opened by a particular user,
        the 'journaltag' is the id of the user's "user" item."""

    def getclass(self, classname):
        """This method now returns an instance of either Class or
        ItemClass depending on whether an item class is specified."""

    # New methods:

    def getuid(self):
        """Return the id of the "user" item associated with the user
        that owns this connection to the hyperdatabase."""

class Class:
    # Overridden methods:

    def create(self, **propvalues):
    def set(self, **propvalues):
    def retire(self, itemid):
        """These operations trigger detectors and can be vetoed.  Attempts
        to modify the "creation" or "activity" properties cause a KeyError.
        """

    # New methods:

    def audit(self, event, detector):
    def react(self, event, detector):
        """Register a detector (see below for more details)."""

class ItemClass(Class):
    # Overridden methods:

    def __init__(self, db, classname, **properties):
        """The newly-created class automatically includes the "messages",
        "files", "nosy", and "superseder" properties.  If the 'properties'
        dictionary attempts to specify any of these properties or a
        "creation" or "activity" property, a ValueError is raised."""

    def get(self, itemid, propname):
    def getprops(self):
        """In addition to the actual properties on the item, these
        methods provide the "creation" and "activity" properties."""

    # New methods:

    def addmessage(self, itemid, summary, text):
        """Add a message to an item's mail spool.

        A new "msg" item is constructed using the current date, the
        user that owns the database connection as the author, and
        the specified summary text.  The "files" and "recipients"
        fields are left empty.  The given text is saved as the body
        of the message and the item is appended to the "messages"
        field of the specified item.
        """

    def sendmessage(self, itemid, msgid):
        """Send a message to the members of an item's nosy list.

        The message is sent only to users on the nosy list who are not
        already on the "recipients" list for the message.  These users
        are then added to the message's "recipients" list.
        """

4.4. Default Schema

The default schema included with Roundup turns it into a typical software bug tracker. The database is set up like this: 

pri = Class(db, "priority", name=hyperdb.String(), order=hyperdb.String())
pri.setkey("name")
pri.create(name="critical", order="1")
pri.create(name="urgent", order="2")
pri.create(name="bug", order="3")
pri.create(name="feature", order="4")
pri.create(name="wish", order="5")

stat = Class(db, "status", name=hyperdb.String(), order=hyperdb.String())
stat.setkey("name")
stat.create(name="unread", order="1")
stat.create(name="deferred", order="2")
stat.create(name="chatting", order="3")
stat.create(name="need-eg", order="4")
stat.create(name="in-progress", order="5")
stat.create(name="testing", order="6")
stat.create(name="done-cbb", order="7")
stat.create(name="resolved", order="8")

Class(db, "keyword", name=hyperdb.String())

Class(db, "issue", fixer=hyperdb.Multilink("user"),
                   topic=hyperdb.Multilink("keyword"),
                   priority=hyperdb.Link("priority"),
                   status=hyperdb.Link("status"))

(The "order" property hasn't been explained yet. It gets used by the Web user interface for sorting.)

The above isn't as pretty-looking as the schema specification in the first-stage submission, but it could be made just as easy with the addition of a convenience function like Choice for setting up the "priority" and "status" classes: 

def Choice(name, *options):
    cl = Class(db, name, name=hyperdb.String(), order=hyperdb.String())
    for i in range(len(options)):
        cl.create(name=option[i], order=i)
    return hyperdb.Link(name)

5. Detector Interface

Detectors are Python functions that are triggered on certain kinds of events. The definitions of the functions live in Python modules placed in a directory set aside for this purpose. Importing the Roundup database module also imports all the modules in this directory, and the init() function of each module is called when a database is opened to provide it a chance to register its detectors.

There are two kinds of detectors:

  • an auditor is triggered just before modifying an item
  • a reactor is triggered just after an item has been modified

When the Roundup database is about to perform a create(), set(), or retire() operation, it first calls any auditors that have been registered for that operation on that class. Any auditor may raise a Reject exception to abort the operation.

If none of the auditors raises an exception, the database proceeds to carry out the operation. After it's done, it then calls all of the reactors that have been registered for the operation.

5.1. Interface Specification

The audit() and react() methods register detectors on a given class of items. 

class Class:
    def audit(self, event, detector):
        """Register an auditor on this class.

        'event' should be one of "create", "set", or "retire".
        'detector' should be a function accepting four arguments.
        """

    def react(self, event, detector):
        """Register a reactor on this class.

        'event' should be one of "create", "set", or "retire".
        'detector' should be a function accepting four arguments.
        """

Auditors are called with the arguments: 

audit(db, cl, itemid, newdata)
where db is the database, cl is an instance of Class or ItemClass within the database, and newdata is a dictionary mapping property names to values. For a create() operation, the itemid argument is None and newdata contains all of the initial property values with which the item is about to be created. For a set() operation, newdata contains only the names and values of properties that are about to be changed. For a retire() operation, newdata is None.

Reactors are called with the arguments: 

react(db, cl, itemid, olddata)
where db is the database, cl is an instance of Class or ItemClass within the database, and olddata is a dictionary mapping property names to values. For a create() operation, the itemid argument is the id of the newly-created item and olddata is None. For a set() operation, olddata contains the names and previous values of properties that were changed. For a retire() operation, itemid is the id of the retired item and olddata is None.

5.2. Detector Example

Here is an example of detectors written for a hypothetical project-management application, where users can signal approval of a project by adding themselves to an "approvals" list, and a project proceeds when it has three approvals. 

# Permit users only to add themselves to the "approvals" list.

def check_approvals(db, cl, id, newdata):
    if newdata.has_key("approvals"):
        if cl.get(id, "status") == db.status.lookup("approved"):
            raise Reject, "You can't modify the approvals list " \
                          "for a project that has already been approved."
        old = cl.get(id, "approvals")
        new = newdata["approvals"]
        for uid in old:
            if uid not in new and uid != db.getuid():
                raise Reject, "You can't remove other users from the "
                              "approvals list; you can only remove yourself."
        for uid in new:
            if uid not in old and uid != db.getuid():
                raise Reject, "You can't add other users to the approvals "
                              "list; you can only add yourself."

# When three people have approved a project, change its
# status from "pending" to "approved".

def approve_project(db, cl, id, olddata):
    if olddata.has_key("approvals") and len(cl.get(id, "approvals")) == 3:
        if cl.get(id, "status") == db.status.lookup("pending"):
            cl.set(id, status=db.status.lookup("approved"))

def init(db):
    db.project.audit("set", check_approval)
    db.project.react("set", approve_project)

Here is another example of a detector that can allow or prevent the creation of new items. In this scenario, patches for a software project are submitted by sending in e-mail with an attached file, and we want to ensure that there are text/plain attachments on the message. The maintainer of the package can then apply the patch by setting its status to "applied". 

# Only accept attempts to create new patches that come with patch files.

def check_new_patch(db, cl, id, newdata):
    if not newdata["files"]:
        raise Reject, "You can't submit a new patch without " \
                      "attaching a patch file."
    for fileid in newdata["files"]:
        if db.file.get(fileid, "type") != "text/plain":
            raise Reject, "Submitted patch files must be text/plain."

# When the status is changed from "approved" to "applied", apply the patch.

def apply_patch(db, cl, id, olddata):
    if cl.get(id, "status") == db.status.lookup("applied") and \
        olddata["status"] == db.status.lookup("approved"):
        # ...apply the patch...

def init(db):
    db.patch.audit("create", check_new_patch)
    db.patch.react("set", apply_patch)

6. Command Interface

The command interface is a very simple and minimal interface, intended only for quick searches and checks from the shell prompt. (Anything more interesting can simply be written in Python using the Roundup database module.)

6.1. Interface Specification

A single command, roundup, provides basic access to the hyperdatabase from the command line.

  • roundup get [-list] designator[,designator,...] propname
  • roundup set designator[,designator,...] propname=value ...
  • roundup find [-list] classname propname=value ...

Property values are represented as strings in command arguments and in the printed results:

  • Strings are, well, strings.
  • Date values are printed in the full date format in the local time zone, and accepted in the full format or any of the partial formats explained above.
  • Link values are printed as item designators. When given as an argument, item designators and key strings are both accepted.
  • Multilink values are printed as lists of item designators joined by commas. When given as an argument, item designators and key strings are both accepted; an empty string, a single item, or a list of items joined by commas is accepted.

When multiple items are specified to the roundup get or roundup set commands, the specified properties are retrieved or set on all the listed items.

When multiple results are returned by the roundup get or roundup find commands, they are printed one per line (default) or joined by commas (with the -list) option.

6.2. Usage Example

To find all messages regarding in-progress issues that contain the word "spam", for example, you could execute the following command from the directory where the database dumps its files: 

shell% for issue in `roundup find issue status=in-progress`; do
> grep -l spam `roundup get $issue messages`
> done
msg23
msg49
msg50
msg61
shell%

Or, using the -list option, this can be written as a single command: 

shell% grep -l spam `roundup get \
    \`roundup find -list issue status=in-progress\` messages`
msg23
msg49
msg50
msg61
shell%

7. E-mail User Interface

The Roundup system must be assigned an e-mail address at which to receive mail. Messages should be piped to the Roundup mail-handling script by the mail delivery system (e.g. using an alias beginning with "|" for sendmail).

7.1. Message Processing

Incoming messages are examined for multiple parts. In a multipart/mixed message or part, each subpart is extracted and examined. In a multipart/alternative message or part, we look for a text/plain subpart and ignore the other parts. The text/plain subparts are assembled to form the textual body of the message, to be stored in the file associated with a "msg" class item. Any parts of other types are each stored in separate files and given "file" class items that are linked to the "msg" item.

The "summary" property on message items is taken from the first non-quoting section in the message body. The message body is divided into sections by blank lines. Sections where the second and all subsequent lines begin with a ">" or "|" character are considered "quoting sections". The first line of the first non-quoting section becomes the summary of the message.

All of the addresses in the To: and Cc: headers of the incoming message are looked up among the user items, and the corresponding users are placed in the "recipients" property on the new "msg" item. The address in the From: header similarly determines the "author" property of the new "msg" item. The default handling for addresses that don't have corresponding users is to create new users with no passwords and a username equal to the address. (The web interface does not permit logins for users with no passwords.) If we prefer to reject mail from outside sources, we can simply register an auditor on the "user" class that prevents the creation of user items with no passwords.

The subject line of the incoming message is examined to determine whether the message is an attempt to create a new item or to discuss an existing item. A designator enclosed in square brackets is sought as the first thing on the subject line (after skipping any "Fwd:" or "Re:" prefixes).

If an item designator (class name and id number) is found there, the newly created "msg" item is added to the "messages" property for that item, and any new "file" items are added to the "files" property for the item.

If just an item class name is found there, we attempt to create a new item of that class with its "messages" property initialized to contain the new "msg" item and its "files" property initialized to contain any new "file" items.

Both cases may trigger detectors (in the first case we are calling the set() method to add the message to the item's spool; in the second case we are calling the create() method to create a new item). If an auditor raises an exception, the original message is bounced back to the sender with the explanatory message given in the exception.

7.2. Nosy Lists

A standard detector is provided that watches for additions to the "messages" property. When a new message is added, the detector sends it to all the users on the "nosy" list for the item that are not already on the "recipients" list of the message. Those users are then appended to the "recipients" property on the message, so multiple copies of a message are never sent to the same user. The journal recorded by the hyperdatabase on the "recipients" property then provides a log of when the message was sent to whom.

7.3. Setting Properties

The e-mail interface also provides a simple way to set properties on items. At the end of the subject line, propname=value pairs can be specified in square brackets, using the same conventions as for the roundup set shell command.

8. Web User Interface

The web interface is provided by a CGI script that can be run under any web server. A simple web server can easily be built on the standard CGIHTTPServer module, and should also be included in the distribution for quick out-of-the-box deployment.

The user interface is constructed from a number of template files containing mostly HTML. Among the HTML tags in templates are interspersed some nonstandard tags, which we use as placeholders to be replaced by properties and their values.

8.1. Views and View Specifiers

There are two main kinds of views: index views and item views. An index view displays a list of items of a particular class, optionally sorted and filtered as requested. An item view presents the properties of a particular item for editing and displays the message spool for the item.

A view specifier is a string that specifies all the options needed to construct a particular view. It goes after the URL to the Roundup CGI script or the web server to form the complete URL to a view. When the result of selecting a link or submitting a form takes the user to a new view, the Web browser should be redirected to a canonical location containing a complete view specifier so that the view can be bookmarked.

8.2. Displaying Properties

Properties appear in the user interface in three contexts: in indices, in editors, and as filters. For each type of property, there are several display possibilities. For example, in an index view, a string property may just be printed as a plain string, but in an editor view, that property should be displayed in an editable field.

The display of a property is handled by functions in a displayers module. Each function accepts at least three standard arguments -- the database, class name, and item id -- and returns a chunk of HTML.

Displayer functions are triggered by <display> tags in templates. The call attribute of the tag provides a Python expression for calling the displayer function. The three standard arguments are inserted in front of the arguments given. For example, the occurrence of 

    <display call="plain('status', max=30)">
in a template triggers a call to 
    plain(db, "issue", 13, "status", max=30)
when displaying item 13 in the "issue" class. The displayer functions can accept extra arguments to further specify details about the widgets that should be generated. By defining new displayer functions, the user interface can be highly customized.

Some of the standard displayer functions include:

  • plain: display a String property directly; display a Date property in a specified time zone with an option to omit the time from the date stamp; for a Link or Multilink property, display the key strings of the linked items (or the ids if the linked class has no key property)
  • field: display a property like the plain displayer above, but in a text field to be edited
  • menu: for a Link property, display a menu of the available choices
  • link: for a Link or Multilink property, display the names of the linked items, hyperlinked to the item views on those items
  • count: for a Multilink property, display a count of the number of links in the list
  • reldate: display a Date property in terms of an interval relative to the current date (e.g. "+ 3w", "- 2d").
  • download: show a Link("file") or Multilink("file") property using links that allow you to download files
  • checklist: for a Link or Multilink property, display checkboxes for the available choices to permit filtering

8.3. Index Views

An index view contains two sections: a filter section and an index section. The filter section provides some widgets for selecting which items appear in the index. The index section is a table of items.

8.3.1. Index View Specifiers

An index view specifier looks like this (whitespace has been added for clarity): 

/issue?status=unread,in-progress,resolved&
        topic=security,ui&
        :group=+priority&
        :sort=-activity&
        :filters=status,topic&
        :columns=title,status,fixer

The index view is determined by two parts of the specifier: the layout part and the filter part. The layout part consists of the query parameters that begin with colons, and it determines the way that the properties of selected items are displayed. The filter part consists of all the other query parameters, and it determines the criteria by which items are selected for display.

The filter part is interactively manipulated with the form widgets displayed in the filter section. The layout part is interactively manipulated by clicking on the column headings in the table.

The filter part selects the union of the sets of items with values matching any specified Link properties and the intersection of the sets of items with values matching any specified Multilink properties.

The example specifies an index of "issue" items. Only items with a "status" of either "unread" or "in-progres" or "resolved" are displayed, and only items with "topic" values including both "security" and "ui" are displayed. The items are grouped by priority, arranged in ascending order; and within groups, sorted by activity, arranged in descending order. The filter section shows filters for the "status" and "topic" properties, and the table includes columns for the "title", "status", and "fixer" properties.

Associated with each item class is a default layout specifier. The layout specifier in the above example is the default layout to be provided with the default bug-tracker schema described above in section 4.4.

8.3.2. Filter Section

The template for a filter section provides the filtering widgets at the top of the index view. Fragments enclosed in <property>...</property> tags are included or omitted depending on whether the view specifier requests a filter for a particular property.

Here's a simple example of a filter template. 

<property name=status>
    <display call="checklist('status')">
</property>
<br>
<property name=priority>
    <display call="checklist('priority')">
</property>
<br>
<property name=fixer>
    <display call="menu('fixer')">
</property>

8.3.3. Index Section

The template for an index section describes one row of the index table. Fragments enclosed in <property>...</property> tags are included or omitted depending on whether the view specifier requests a column for a particular property. The table cells should contain <display> tags to display the values of the item's properties.

Here's a simple example of an index template. 

<tr>
    <property name=title>
        <td><display call="plain('title', max=50)"></td>
    </property>
    <property name=status>
        <td><display call="plain('status')"></td>
    </property>
    <property name=fixer>
        <td><display call="plain('fixer')"></td>
    </property>
</tr>

8.3.4. Sorting

String and Date values are sorted in the natural way. Link properties are sorted according to the value of the "order" property on the linked items if it is present; or otherwise on the key string of the linked items; or finally on the item ids. Multilink properties are sorted according to how many links are present.

8.4. Item Views

An item view contains an editor section and a spool section. At the top of an item view, links to superseding and superseded items are always displayed.

8.4.1. Item View Specifiers

An item view specifier is simply the item's designator: 

/patch23

8.4.2. Editor Section

The editor section is generated from a template containing <display> tags to insert the appropriate widgets for editing properties.

Here's an example of a basic editor template. 

<table>
<tr>
    <td colspan=2>
        <display call="field('title', size=60)">
    </td>
</tr>
<tr>
    <td>
        <display call="field('fixer', size=30)">
    </td>
    <td>
        <display call="menu('status')>
    </td>
</tr>
<tr>
    <td>
        <display call="field('nosy', size=30)">
    </td>
    <td>
        <display call="menu('priority')>
    </td>
</tr>
<tr>
    <td colspan=2>
        <display call="note()">
    </td>
</tr>
</table>

As shown in the example, the editor template can also request the display of a "note" field, which is a text area for entering a note to go along with a change.

When a change is submitted, the system automatically generates a message describing the changed properties. The message displays all of the property values on the item and indicates which ones have changed. An example of such a message might be this: 

title: Polly Parrot is dead
priority: critical
status: unread -> in-progress
fixer: (none)
keywords: parrot,plumage,perch,nailed,dead

If a note is given in the "note" field, the note is appended to the description. The message is then added to the item's message spool (thus triggering the standard detector to react by sending out this message to the nosy list).

8.4.3. Spool Section

The spool section lists messages in the item's "messages" property. The index of messages displays the "date", "author", and "summary" properties on the message items, and selecting a message takes you to its content.

9. Deployment Scenarios

The design described above should be general enough to permit the use of Roundup for bug tracking, managing projects, managing patches, or holding discussions. By using items of multiple types, one could deploy a system that maintains requirement specifications, catalogs bugs, and manages submitted patches, where patches could be linked to the bugs and requirements they address.

10. Acknowledgements

My thanks are due to Christy Heyl for reviewing and contributing suggestions to this paper and motivating me to get it done, and to Jesse Vincent, Mark Miller, Christopher Simons, Jeff Dunmall, Wayne Gramlich, and Dean Tribble for their assistance with the first-round submission.

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Last modified 2001/04/06 11:50:59.9063 US/Mountain
code-92d8e1aad2e9/doc/templating.txt0000644000000000000000000003034607544505351015506 0ustar 00000000000000========================== HTML Templating Mechanisms ========================== :Version: $Revision: 1.14 $ Current Situation and Issues ============================ Syntax ------ Roundup currently uses an element-based HTML-tag-alike templating syntax:: The templates were initially parsed using recursive regular expression parsing, and since no template tag could encapsulate itself, the parser worked just fine. Then we got the ```` tag, which could have other ```` tags inside. This forced us to move towards a more complete parser, using the standard python sgmllib/htmllib parser. The downside of this switch is that constructs of the form:: "> don't parse as we'd hope. We can modify the parser to work, but that doesn't another couple of issues that have arisen: 1. the template syntax is not well-formed, and therefore is a pain to parse and doesn't play well with other tools, and 2. user requirements generally have to be anticipated and accounted for in templating functions (like ``plain()`` and ``checklist()`` above), and we are therefore artificially restrictive. Arguments for switching templating systems: *Pros* - more flexibility in templating control and content - we can be well-formed *Cons* - installed user base (though they'd have to edit their templates with the next release anyway) - current templating system is pretty trivial, and a more flexible system is likely to be more complex Templates --------- We should also take this opportunity to open up the flexibility of the templates through: 1. allowing the tracker to define a "page" template, which holds the overall page structure, including header and footer Possible approaches =================== Zope's PageTemplates -------------------- Using Zope's PageTemplates seems to be the best approach of the lot. In my opinion, it's the peak of HTML templating technology at present. With appropriate infrastructure, the above two examples would read: status checklist ... which doesn't look that much more complicated... honest... Other fun can be had when you start playing with stuff like:
mailto link subject received date
Note: even if we don't switch templating as a whole, this document may be applied to the ZRoundup frontend. PageTemplates in a Nutshell ~~~~~~~~~~~~~~~~~~~~~~~~~~~ PageTemplates consist of three technologies: TAL - Template Attribute Language This is the syntax which is woven into the HTML using the ``tal:`` tag attributes. A TAL parser pulls out the TAL commands from the attributes runs them using some expression engine. TALES - TAL Expression Syntax The expression engine used in this case is TALES, which runs the expressions that form the tag attribute values. TALES expressions come in three flavours: Path Expressions - eg. ``item/status/checklist`` These are object attribute / item accesses. Roughly speaking, the path ``item/status/checklist`` is broken into parts ``item``, ``status`` and ``checklist``. The ``item`` part is the root of the expression. We then look for a ``status`` attribute on ``item``, or failing that, a ``status`` item (as in ``item['status']``). If that fails, the path expression fails. When we get to the end, the object we're left with is evaluated to get a string - methods are called, objects are stringified. Path expressions may have an optional ``path:`` prefix, though they are the default expression type, so it's not necessary. String Expressions - eg. ``string:hello ${user/name}`` These expressions are simple string interpolations (though they can be just plain strings with no interpolation if you want. The expression in the ``${ ... }`` is just a path expression as above. Python Expressions - eg. ``python: 1+1`` These expressions give the full power of Python. All the "root level" variables are available, so ``python:item.status.checklist()`` would be equivalent to ``item/status/checklist``, assuming that ``checklist`` is a method. PageTemplates The PageTemplates module glues together TAL and TALES. Implementation ~~~~~~~~~~~~~~ I'm envisaging an infrastructure layer where each template has the following "root level" (that is, directly accessible in the TALES namespace) variables defined: *klass* The current class of item being displayed as an HTMLClass instance. Name is mangled so it can be used in Python expressions. *item* The current item from the database, if we're viewing a specific item, as an HTMLItem instance. If it doesn't exist, then we're on a new item page. (*classname*) this is one of two things: 1. the *item* is also available under its classname, so a *user* item would also be available under the name *user*. This is also an HTMLItem instance. 2. if there's no *item* then the current class is available through this name, thus "user/name" and "user/name/menu" will still work - the latter will pull information from the form if it can. this is a dangerous attribute, and may cause us pain the long run (its name may clash with other top-level variables ... it already clashed with the proposed *user* variable). It might be safer to go with just *class* and *item*, actually... *form* The current CGI form information as a mapping of form argument name to value *request* Includes information about the current request, including: - the url - the current index information (``filterspec``, ``filter`` args, ``properties``, etc) parsed out of the form. - methods for easy filterspec link generation - *user*, the current user item as an HTMLItem instance *tracker* The current tracker *db* The current open database *config* The current instance config *modules* python modules made available (XXX: not sure what's actually in there tho) Accesses through a class (either through *klass* or *db.*):: class HTMLClass: def __getattr__(self, attr): ''' return an HTMLItem instance ''' def classhelp(self, ...) def list(self, ...) def filter(self): ''' Return a list of items from this class, filtered and sorted by the current requested filterspec/filter/sort/group args ''' Accesses through an *item*:: class HTMLItem: def __getattr__(self, attr): ''' return an HTMLItem instance ''' def history(self, ...) def remove(self, ...) Note: the above could cause problems if someone wants to have properties called "history" or "remove"... String, Number, Date, Interval HTMLProperty a wrapper object which may be stringified for the current plain() behaviour and has methods emulating all the current display functions, so ``item/name/plain`` would emulate the current ``call="plain()``". Also, ``python:item.name.plain(name=value)`` would work just fine:: class HTMLProperty: def __init__(self, instance, db, ...) def __str__(self): return self.plain() class StringHTMLProperty(HTLProperty): def plain(self, ...) def field(self, ...) def stext(self, ...) def multiline(self, ...) def email(self, ...) class NumberHTMLProperty(HTMLProperty): def plain(self, ...) def field(self, ...) class BooleanHTMLProperty(HTMLProperty): def plain(self, ...) def field(self, ...) class DateHTMLProperty(HTMLProperty): def plain(self, ...) def field(self, ...) def reldate(self, ...) class IntervalHTMLProperty(HTMLProperty): def plain(self, ...) def field(self, ...) def pretty(self, ...) Link HTMLProperty the wrapper object would include the above as well as being able to access the class information. Stringifying the object itself would result in the value from the item being displayed. Accessing attributes of this object would result in the appropriate entry from the class being queried for the property accessed (so item/assignedto/name would look up the user entry identified by the assignedto property on item, and then the name property of that user):: class LinkHTMLProperty(HTMLProperty): ''' Be a HTMLItem too ''' def __getattr__(self, attr): ''' return a new HTMLProperty ''' def download(self, ...) def checklist(self, ...) Multilink HTMLProperty the wrapper would also be iterable, returning a wrapper object like the Link case for each entry in the multilink:: class MultilinkHTMLProperty(HTMLProperty): def __len__(self): ''' length of the multilink ''' def __getitem(self, num): ''' return a new HTMLItem ''' def checklist(self, ...) def list(self, ...) *request* the request object will handle:: class Request: def __init__(self, ...) def filterspec(self, ...) Accesses through the *user* attribute of *request*:: class HTMLUser(HTMLItem): def hasPermission(self, ...) (note that the other permission check implemented by the security module may be implemented easily in a tal:condition, so isn't needed here) Template files ~~~~~~~~~~~~~~ Each instance will have the opportunity to supply the following templates: page This is the overall page look template, and includes at some point a TAL command that includes the variable "content". This variable causes the actual page content to be generated. [classname].[template type] Templates that have this form are applied to item data. There are three forms of special template types: [classname].index This template is used when the URL specifies only the class, and not an item designator. It displays a list of [classname] items from the database, and a "filter refinement" form. Would perform a TAL ``repeat`` command using the list supplied by ``class/filter``. This deviates from the current situation in that currently the index template specifies a single row, and the filter part is automatically generated. [classname].item This template is used when the URL specifies an item designator. It's the default template used (when no template is explicitly given). It displays a single item from the database using the *classname* variable (that is, the variable of the same name as the class being displayed. If These two special template types may be overridden by the :template CGI variable. Note that the "newitem" template doesn't exist any more because the item templates may determine whether the page has an existing item to render. The new item page would be accessed by "/tracker/url/issue?:template=item". The old "filter" template has been subsumed by the index template. Integrating Code ~~~~~~~~~~~~~~~~ We will install PageTemplates, TAL and ZTUtils in site-packages. If there is a local Zope installation, it will use its own PageTemplates code (Zope modifies the module search path to give precedence to its own module library). We will then install the trivial MultiMapping and ComputedAttribute modules in the Roundup package, and have some import trickery that determines whether they are required, and if so they will be imported as if they were at the "top level" of the module namespace. New CGI client structure ~~~~~~~~~~~~~~~~~~~~~~~~ Handling of a request in the CGI client will take three phases: 1. Determine user, pre-set "content" to authorisation page if necessary 2. Render main page, with callback to "content" 3. Render content - if not pre-set, then determine which content to render Use Cases ~~~~~~~~~ Meta/parent bug Can be done with addition to the schema and then the actual parent heirarchy may be displayed with a new template page ":dependencies" or something. Submission wizard Can be done using new templates ":page1", ":page2", etc and some additional actions on the CGI Client class in the instance. code-92d8e1aad2e9/doc/upgrading.txt0000644000000000000000000006370707544505351015331 0ustar 00000000000000====================================== Upgrading to newer versions of Roundup ====================================== Please read each section carefully and edit your tracker home files accordingly. .. contents:: Migrating from 0.4.x to 0.5.0 ============================= This has been a fairly major revision of Roundup: 1. Brand new, much more powerful, flexible, tasty and nutritious templating. Unfortunately, this means all your current templates are useless. Hopefully the new documentation and examples will be enough to help you make the transition. Please don't hesitate to ask on roundup-users for help (or complete conversions if you're completely stuck)! 2. The database backed got a lot more flexible, allowing Metakit and SQL databases! The only decent SQL database implemented at present is sqlite, but others shouldn't be a whole lot more work. 3. A brand new, highly flexible and much more robust security system including a system of Permissions, Roles and Role assignments to users. You may now define your own Permissions that may be checked in CGI transactions. 4. Journalling has been made less storage-hungry, so has been turned on by default *except* for author, recipient and nosy link/unlink events. You are advised to turn it off in your trackers too. 5. We've changed the terminology from "instance" to "tracker", to ease the learning curve/impact for new users. 6. Because of the above changes, the tracker configuration has seen some major changes. See below for the details. Please, **back up your database** before you start the migration process. This is as simple as copying the "db" directory and all its contents from your tracker to somewhere safe. 0.5.0 Configuration ------------------- First up, rename your ``instance_config.py`` file to just ``config.py``. Then edit your tracker's ``__init__.py`` module. It'll currently look like this:: from instance_config import * try: from dbinit import * except ImportError: pass # in installdir (probably :) from interfaces import * and it needs to be:: import config from dbinit import open, init from interfaces import Client, MailGW Due to the new templating having a top-level ``page`` that defines links for searching, indexes, adding items etc, the following variables are no longer used: - HEADER_INDEX_LINKS - HEADER_ADD_LINKS - HEADER_SEARCH_LINKS - SEARCH_FILTERS - DEFAULT_INDEX - UNASSIGNED_INDEX - USER_INDEX - ISSUE_FILTER The new security implementation will require additions to the dbinit module, but also removes the need for the following tracker config variables: - ANONYMOUS_ACCESS - ANONYMOUS_REGISTER but requires two new variables which define the Roles assigned to users who register through the web and e-mail interfaces: - NEW_WEB_USER_ROLES - NEW_EMAIL_USER_ROLES in both cases, 'User' is a good initial setting. To emulate ``ANONYMOUS_ACCESS='deny'``, remove all "View" Permissions from the "Anonymous" Role. To emulate ``ANONYMOUS_REGISTER='deny'``, remove the "Web Registration" and/or the "Email Registration" Permission from the "Anonymous" Role. See the section on customising security in the `customisation documentation`_ for more information. Finally, the following config variables have been renamed to make more sense: - INSTANCE_HOME -> TRACKER_HOME - INSTANCE_NAME -> TRACKER_NAME - ISSUE_TRACKER_WEB -> TRACKER_WEB - ISSUE_TRACKER_EMAIL -> TRACKER_EMAIL 0.5.0 Schema Specification -------------------------- 0.5.0 Database backend changes ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Your select_db module in your tracker has changed a fair bit. Where it used to contain:: # WARNING: DO NOT EDIT THIS FILE!!! from roundup.backends.back_anydbm import Database it must now contain:: # WARNING: DO NOT EDIT THIS FILE!!! from roundup.backends.back_anydbm import Database, Class, FileClass, IssueClass Yes, I realise the irony of the "DO NOT EDIT THIS FILE" statement :) Note the addition of the Class, FileClass, IssueClass imports. These are very important, as they're going to make the next change work too. You now need to modify the top of the dbinit module in your tracker from:: import instance_config from roundup import roundupdb from select_db import Database from roundup.roundupdb import Class, FileClass class Database(roundupdb.Database, select_db.Database): ''' Creates a hybrid database from: . the selected database back-end from select_db . the roundup extensions from roundupdb ''' pass class IssueClass(roundupdb.IssueClass): ''' issues need the email information ''' pass to:: import config from select_db import Database, Class, FileClass, IssueClass Yes, remove the Database and IssueClass definitions and those other imports. They're not needed any more! Look for places in dbinit.py where ``instance_config`` is used too, and rename them ``config``. 0.5.0 Journalling changes ~~~~~~~~~~~~~~~~~~~~~~~~~ Journalling has been optimised for storage. Journalling of links has been turned back on by default. If your tracker has a large user base, you may wish to turn off journalling of nosy list, message author and message recipient link and unlink events. You do this by adding ``do_journal='no'`` to the Class initialisation in your dbinit. For example, your *msg* class initialisation probably looks like this:: msg = FileClass(db, "msg", author=Link("user"), recipients=Multilink("user"), date=Date(), summary=String(), files=Multilink("file"), messageid=String(), inreplyto=String()) to turn off journalling of author and recipient link events, add ``do_journal='no'`` to the ``author=Link("user")`` part of the statement, like so:: msg = FileClass(db, "msg", author=Link("user", do_journal='no'), recipients=Multilink("user", do_journal='no'), date=Date(), summary=String(), files=Multilink("file"), messageid=String(), inreplyto=String()) Nosy list link event journalling is actually turned off by default now. If you want to turn it on, change to your issue class' nosy list, change its definition from:: issue = IssueClass(db, "issue", assignedto=Link("user"), topic=Multilink("keyword"), priority=Link("priority"), status=Link("status")) to:: issue = IssueClass(db, "issue", nosy=Multilink("user", do_journal='yes'), assignedto=Link("user"), topic=Multilink("keyword"), priority=Link("priority"), status=Link("status")) noting that your definition of the nosy Multilink will override the normal one. 0.5.0 User schema changes ~~~~~~~~~~~~~~~~~~~~~~~~~ Users have two more properties, "queries" and "roles". You'll have something like this in your dbinit module now:: user = Class(db, "user", username=String(), password=Password(), address=String(), realname=String(), phone=String(), organisation=String(), alternate_addresses=String()) user.setkey("username") and you'll need to add the new properties and the new "query" class to it like so:: query = Class(db, "query", klass=String(), name=String(), url=String()) query.setkey("name") # Note: roles is a comma-separated string of Role names user = Class(db, "user", username=String(), password=Password(), address=String(), realname=String(), phone=String(), organisation=String(), alternate_addresses=String(), queries=Multilink('query'), roles=String()) user.setkey("username") The "queries" property is used to store off the user's favourite database queries. The "roles" property is explained below in `0.5.0 Security Settings`_. 0.5.0 Security Settings ~~~~~~~~~~~~~~~~~~~~~~~ See the `security documentation`_ for an explanation of how the new security system works. In a nutshell though, the security is handled as a four step process: 1. Permissions are defined as having a name and optionally a hyperdb class they're specific to, 2. Roles are defined that have one or more Permissions, 3. Users are assigned Roles in their "roles" property, and finally 4. Roundup checks that users have appropriate Permissions at appropriate times (like editing issues). Your tracker dbinit module's *open* function now has to define any Permissions that are specific to your tracker, and also the assignment of Permissions to Roles. At the moment, your open function ends with:: import detectors detectors.init(db) return db and what we need to do is insert some commands that will set up the security parameters. Right above the ``import detectors`` line, you'll want to insert these lines:: # # SECURITY SETTINGS # # new permissions for this schema for cl in 'issue', 'file', 'msg', 'user': db.security.addPermission(name="Edit", klass=cl, description="User is allowed to edit "+cl) db.security.addPermission(name="View", klass=cl, description="User is allowed to access "+cl) # Assign the access and edit permissions for issue, file and message # to regular users now for cl in 'issue', 'file', 'msg': p = db.security.getPermission('View', cl) db.security.addPermissionToRole('User', p) p = db.security.getPermission('Edit', cl) db.security.addPermissionToRole('User', p) # and give the regular users access to the web and email interface p = db.security.getPermission('Web Access') db.security.addPermissionToRole('User', p) p = db.security.getPermission('Email Access') db.security.addPermissionToRole('User', p) # May users view other user information? Comment these lines out # if you don't want them to p = db.security.getPermission('View', 'user') db.security.addPermissionToRole('User', p) # Assign the appropriate permissions to the anonymous user's Anonymous # Role. Choices here are: # - Allow anonymous users to register through the web p = db.security.getPermission('Web Registration') db.security.addPermissionToRole('Anonymous', p) # - Allow anonymous (new) users to register through the email gateway p = db.security.getPermission('Email Registration') db.security.addPermissionToRole('Anonymous', p) # - Allow anonymous users access to the "issue" class of data # Note: this also grants access to related information like files, # messages, statuses etc that are linked to issues #p = db.security.getPermission('View', 'issue') #db.security.addPermissionToRole('Anonymous', p) # - Allow anonymous users access to edit the "issue" class of data # Note: this also grants access to create related information like # files and messages etc that are linked to issues #p = db.security.getPermission('Edit', 'issue') #db.security.addPermissionToRole('Anonymous', p) # oh, g'wan, let anonymous access the web interface too p = db.security.getPermission('Web Access') db.security.addPermissionToRole('Anonymous', p) Note in the comments there the places where you might change the permissions to restrict users or grant users more access. If you've created additional classes that users should be able to edit and view, then you should add them to the "new permissions for this schema" section at the start of the security block. Then add them to the "Assign the access and edit permissions" section too, so people actually have the new Permission you've created. One final change is needed that finishes off the security system's initialisation. We need to add a call to ``db.post_init()`` at the end of the dbinit open() function. Add it like this:: import detectors detectors.init(db) # schema is set up - run any post-initialisation db.post_init() return db You may verify the setup of Permissions and Roles using the new "``roundup-admin security``" command. 0.5.0 User changes ~~~~~~~~~~~~~~~~~~ To support all those schema changes, you'll need to massage your user database a little too, to: 1. make sure there's an "anonymous" user - this user is mandatory now and is the one that unknown users are logged in as. 2. make sure all users have at least one Role. If you don't have the "anonymous" user, create it now with the command:: roundup-admin create user username=anonymous roles=Anonymous making sure the capitalisation is the same as above. Once you've done that, you'll need to set the roles property on all users to a reasonable default. The admin user should get "Admin", the anonymous user "Anonymous" and all other users "User". The ``fixroles.py`` script in the tools directory will do this. Run it like so (where python is your python 2+ binary):: python tools/fixroles.py -i 0.5.0 CGI interface changes --------------------------- The CGI interface code was completely reorganised and largely rewritten. The end result is that this section of your tracker interfaces module will need changing from:: from roundup import mailgw from roundup.cgi import client class Client(client.Client): ''' derives basic CGI implementation from the standard module, with any specific extensions ''' pass to:: from roundup import cgi_client, mailgw from roundup.i18n import _ class Client(cgi_client.Client): ''' derives basic CGI implementation from the standard module, with any specific extensions ''' pass You will also need to install the new version of roundup.cgi from the source cgi-bin directory if you're using it. 0.5.0 HTML templating --------------------- You'll want to make a backup of your current tracker html directory. You should then copy the html directory from the Roundup source "classic" template and modify it according to your local schema changes. If you need help with the new templating system, please ask questions on the roundup-users mailing list (available through the roundup project page on sourceforge, http://roundup.sf.net/) 0.5.0 Detectors --------------- The nosy reactor has been updated to handle the tracker not having an "assignedto" property on issues. You may want to copy it into your tracker's detectors directory. Chances are you've already fixed it though :) Migrating from 0.4.1 to 0.4.2 ============================= 0.4.2 Configuration ------------------- The USER_INDEX definition introduced in 0.4.1 was too restrictive in its allowing replacement of 'assignedto' with the user's userid. Users must change the None value of 'assignedto' to 'CURRENT USER' (the string, in quotes) for the replacement behaviour to occur now. The new configuration variables are: - EMAIL_KEEP_QUOTED_TEXT - EMAIL_LEAVE_BODY_UNCHANGED - ADD_RECIPIENTS_TO_NOSY See the sample configuration files in:: /roundup/templates/classic/instance_config.py and:: /roundup/templates/extended/instance_config.py and the `customisation documentation`_ for information on how they're used. 0.4.2 Changes to detectors -------------------------- You will need to copy the detectors from the distribution into your instance home "detectors" directory. If you used the classic schema, the detectors are in:: /roundup/templates/classic/detectors/ If you used the extended schema, the detectors are in:: /roundup/templates/extended/detectors/ The change means that schema-specific code has been removed from the mail gateway and cgi interface and made into auditors: - nosyreactor.py has now got an updatenosy auditor which updates the nosy list with author, recipient and assignedto information. - statusauditor.py makes the unread or resolved -> chatting changes and presets the status of an issue to unread. There's also a bug or two fixed in the nosyreactor code. 0.4.2 HTML templating changes ----------------------------- The link() htmltemplate function now has a "showid" option for links and multilinks. When true, it only displays the linked item id as the anchor text. The link value is displayed as a tooltip using the title anchor attribute. To use in eg. the superseder field, have something like this::
View: The stylesheets have been cleaned up too. You may want to use the newer versions in:: /roundup/templates/