view doc/FAQ.txt @ 6915:9ff091537f43

postgresql native-fts; more indexer tests 1) Make postgresql native-fts actually work. 2) Add simple stopword filtering to sqlite native-fts indexer. 3) Add more tests for indexer_common get_indexer Details: 1) roundup/backends/indexer_postgresql_fts.py: ignore ValueError raised if we try to index a string with a null character in it. This could happen due to an incorrect text/ mime type on a file that has nulls in it. Replace ValueError raised by postgresql with customized IndexerQueryError if a search string has a null in it. roundup/backends/rdbms_common.py: Make postgresql native-fts work. When specified it was using using whatever was returned from get_indexer(). However loading the native-fts indexer backend failed because there was no connection to the postgresql database when this call was made. Simple solution, move the call after the open_connection call in Database::__init__(). However the open_connection call creates the schema for the database if it is not there. The schema builds tables for indexer=native type indexing. As part of the build it looks at the indexer to see the min/max size of the indexed tokens. No indexer define, we get a crash. So it's a a chicken/egg issue. I solved it by setting the indexer to the Indexer from indexer_common which has the min/max token size info. I also added a no-op save_indexer to this Indexer class. I claim save_indexer() isn't needed as a commit() on the db does all the saving required. Then after open_connection is called, I call get_indexer to retrieve the correct indexer and indexer_postgresql_fts woks since the conn connection property is defined. roundup/backends/indexer_common.py: add save_index() method for indexer. It does nothing but is needed in rdbms backends during schema initialization. 2) roundup/backends/indexer_sqlite_fts.py: when this indexer is used, the indexer test in DBTest on the word "the" fail. This is due to missing stopword filtering. Implement basic stopword filtering for bare stopwords (like 'the') to make the test pass. Note: this indexer is not currently automatically run by the CI suite, it was found during manual testing. However there is a FIXME to extract the indexer tests from DBTest and run it using this backend. roundup/configuration.py, roundup/doc/admin_guide.txt: update doc on stopword use for sqlite native-fts. test/db_test_base.py: DBTest::testStringBinary creates a file with nulls in it. It was breaking postgresql with native-fts indexer. Changed test to assign mime type application/octet-stream that prevents it from being processed by any text search indexer. add test to exclude indexer searching in specific props. This code path was untested before. test/test_indexer.py: add test to call find with no words. Untested code path. add test to index and find a string with a null \x00 byte. it was tested inadvertently by testStringBinary but this makes it explicit and moves it to indexer testing. (one version each for: generic, postgresql and mysql) Renamed Get_IndexerAutoSelectTest to Get_IndexerTest and renamed autoselect tests to include autoselect. Added tests for an invalid indexer and using native-fts with anydbm (unsupported combo) to make sure the code does something useful if the validation in configuration.py is broken. test/test_liveserver.py: add test to load an issue add test using text search (fts) to find the issue add tests to find issue using postgresql native-fts test/test_postgresql.py, test/test_sqlite.py: added explanation on how to setup integration test using native-fts. added code to clean up test environment if native-fts test is run.
author John Rouillard <rouilj@ieee.org>
date Mon, 05 Sep 2022 16:25:20 -0400
parents 45e8d10a9609
children 692242b3effd
line wrap: on
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===========
Roundup FAQ
===========

.. contents::
   :local:


Installation
------------

Living without a mailserver
~~~~~~~~~~~~~~~~~~~~~~~~~~~

Remove the nosy reactor - delete the tracker file
``detectors/nosyreactor.py`` from your tracker home.

You do need to configure the ``[mail]`` section of
config.ini. Specifically the ``domain`` and ``host`` settings have to
have a value. The values don't matter, but the config parser will
complain if they are not set.

The cgi-bin is very slow!
~~~~~~~~~~~~~~~~~~~~~~~~~

Yep, it sure is. It has to start up Python and load all of the support
libraries for *every* request.

The solution is to use the built in server (or possibly mod_wsgi
or other WSGI support).

To make Roundup more seamless with your website, you may place the built
in server behind apache and link it into your web tree (see below).


How do I put Roundup behind Apache
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

We have a project (foo) running on ``tracker.example:8080``.
We want ``http://tracker.example/issues`` to use the roundup server, so we 
set that up on port 8080 on ``tracker.example`` with the ``config.ini`` line::

  [tracker]
  ...
  web = 'http://tracker.example/issues/'

We have a "foo_issues" tracker and we run the server with::

  roundup-server -p 8080 issues=/home/roundup/trackers/issues 

Then, on the Apache machine (eg. redhat 7.3 with apache 1.3), in
``/etc/httpd/conf/httpd.conf`` uncomment::

  LoadModule proxy_module       modules/libproxy.so

and::

  AddModule mod_proxy.c

Then add::

  # roundup stuff (added manually)
  <IfModule mod_proxy.c>
  # proxy through one tracker
  ProxyPass /issues/ http://tracker.example:8080/issues/
  # proxy through all tracker(*)
  #ProxyPass /roundup/ http://tracker.example:8080/
  </IfModule>

Then restart Apache. Now Apache will proxy the request on to the
roundup-server.

Note that if you're proxying multiple trackers, you'll need to use the
second ProxyPass rule described above. It will mean that your TRACKER_WEB
will change to::

  TRACKER_WEB = 'http://tracker.example/roundup/issues/'

Once you're done, you can firewall off port 8080 from the rest of the world.

Note that in some situations (eg. virtual hosting) you might need to use a
more complex rewrite rule instead of the simpler ProxyPass above. The
following should be useful as a starting template::

  # roundup stuff (added manually)
  <IfModule mod_proxy.c>

  RewriteEngine on
  
  # General Roundup
  RewriteRule ^/roundup$  roundup/    [R]
  RewriteRule ^/roundup/(.*)$ http://tracker.example:8080/$1   [P,L]
  
  # Handle Foo Issues
  RewriteRule ^/issues$  issues/    [R]
  RewriteRule ^/issues/(.*)$ http://tracker.example:8080/issues/$1 [P,L]
  
  </IfModule>


How do I run Roundup through SSL (HTTPS)?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

The preferred way of using SSL is to proxy through apache and use its
SSL service. See the previous question on how to proxy through apache.

The standalone roundup-server now also has SSL support which is still
considered experimental. For details refer to the documentation of
roundup server, in particular to the generated configuration file
generated with ::

    roundup-server --save-config

that describes the needed option in detail. With the standalone server
now XMLRPC over SSL works, too.


Templates
---------

What is that stuff in the tracker html directory?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

This is the template code that Roundup uses to display the various pages.
This is based upon the template markup language in Zope called, oddly
enough, "Zope Page Templates". There's documentation in the Roundup
customisation_ documentation. For more information have a look at:

   https://zope.readthedocs.io/en/latest/zopebook/ZPT.html

specifically the chapter (10) on "Using Zope Page Templates" and the
chapter (13) on "Advanced Page Templates". (Note the link above is for
a newer version of Zope, so some of the info may not apply to version
2 of Zope which is used in roundup. The version 2 docs appear to not
be available anymore.)


But I just want a select/option list for ....
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Really easy... edit ``html/issue.item.html``. For ``nosy``, change the line
(around line 69) from::

  <span tal:replace="structure context/nosy/field" />

to::

  <span tal:replace="structure context/nosy/menu" />

For ``assigned to``, this is already done around line 77::

  <td tal:content="structure context/assignedto/menu">assignedto menu</td>



Great! But now the select/option list is too big
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

That is a little harder (but only a little ;^)

Again, edit ``html/issue.item``. For nosy, change line (around line 69) from::

  <span tal:replace="structure context/nosy/field" />

to::

  <span tal:replace="structure python:context.nosy.menu(height=3)" />

for more information, go and read about Zope Page Templates.

I want to link version identifiers from my messages to svn/mercurial/git
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

See: the LinkFormatingExample at:

https://wiki.roundup-tracker.org/LinkFormattingExample?highlight=%28local%5C_replace%29

There are examples in the devel and responsive templates. Search for
LocalReplace to find the extension file and the change that has to be
made to the item template.

I can see values in a multilink but not display the items
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Make sure that you have allowed the user to view the labelprop for the
multilink class. Look for the setlabelprop explanation in the Roundup
customisation_ documentation.

Using Roundup
-------------

I got an error and I cannot reload it!
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

If you're using Netscape/Mozilla, try holding shift and pressing reload.
If you're using IE then install Mozilla and try again ;^)


I keep getting logged out
~~~~~~~~~~~~~~~~~~~~~~~~~

Make sure that the ``tracker`` -> ``web`` setting in your tracker's
config.ini is set to the URL of the tracker.

I'm getting infinite redirects in the browser
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

A wrong value for the ``tracker`` -> ``web`` setting may also result in
infinite redirects, see https://issues.roundup-tracker.org/issue2537286


How is sorting performed, and why does it seem to fail sometimes?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

When we sort items in the hyperdb, we use one of a number of methods,
depending on the properties being sorted on:

1. If it's a String, Integer, Number, Date or Interval property, we
   just sort the scalar value of the property. Strings are sorted
   case-sensitively.
2. If it's a Link property, we sort by either the linked item's "order"
   property (if it has one) or the linked item's "id".
3. Mulitlinks sort similar to #2, but we start with the first
   Multilink list item, and if they're the same, we sort by the second item,
   and so on.

Note that if an "order" property is defined on a Class that is used for
sorting, all items of that Class *must* have a value against the "order"
property, or sorting will result in random ordering.


How do I filter roundup emails?
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

When roundup emails users, it provides an email header::

  X-Roundup-(class)-(property): values

for every property that is a link or multilink (usually things
set by a dropdown or selection in the web interface).

For example, assume you have a category field for issues in your tracker.
You respond to issues that fall into the catagories: Network and Security.

You will see headers like:

  X-Roundup-issue-category: Network

or

  X-Roundup-issue-category: Network, Security, Linux

Then you can set up a filter looking for X-Roundup-issue-category
followed by Network or Security in your mail program.

Also for newer (post version 1.6.X) releases there is also a header:

  X-Roundup-issue-Id: 22

for messages from issue22. Directions on using your mail program are
beyond the scope of this FAQ entry.

(If you don't see a header for a multilink or link property, look for
msg_header_property in the roundup docs. In some cases you have to
explicitly enable the header.)


.. _`customisation`: customizing.html


Roundup Issue Tracker: http://roundup-tracker.org/