view doc/features.txt @ 8459:db435e272f26

fix: update updating.txt doc for user_src_input bug I originally thought it was not worth documenting because the error case had no impact. But deployed copies of the trackers can be updated to reduce differences between deployed and distributed files.
author John Rouillard <rouilj@ieee.org>
date Fri, 26 Sep 2025 16:08:30 -0400
parents a0f9ef08c36c
children 695399dea532
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.. meta::
    :description:
        Features of using the Roundup Issue Tracker. Describes
        all access methods, configuration and workflow capabilities.
	Links to detailed documentation.

================
Roundup Features
================

Roundup is an easy-to-use and -install issue-tracking system with
web, e-mail and command-line interfaces. Based on the winning design
from Ka-Ping Yee in the :index:`Software Carpentry` "Track" design
competition. 

**Installation and Setup**

- Start using the software in `instant-gratification (demo) mode`_ with
  ``python demo.py`` or `a Docker container`_ in under 5 minutes. 
- Choose from `five included templates`_ for your tracker.
- `Customize`_ and use the demo as a template for your production tracker.
- No need for additional support software, just Python (3.7+)
  to get started.
- Basic installation (including a web interface) takes about 30 minutes.
- Supports embedded databases like `SQLite`_ and dbm. Upgradable
  to databases like `MySQL`_ or `PostgreSQL`_ if needed.
- Can be run in a container like Docker or kubernetes.
- Deploy in your network as a standalone web server or `through
  various methods`_ like WSGI, FastCGI, plain CGI, etc.
- Essential tracking features depend on the Python standard
  library. Supplementary packages from PyPI are optional and can be
  tailored to fit your unique threat model and security needs.

**Issue Tracking and Management**

- Manage your issues your way. Handle bugs, features, milestones, 
  user feedback, fleet maintenance, office issues etc.
- Issues become a mini mailing list to keep everyone informed.
- Searches on specific properties (e.g. open issues with a high
  priority) can be saved and reused or shared with other users.
- Full Text Search for quick searches across messages.
- Keeps a detailed history of issue changes.
- Email is a first class method for interacting with issues.

**Scalability and Performance**

- Default trackers use simple HTML with low resource requirements.
- Fast and scalable with sqlite, mysql, and postgresql backends.
- Indexes are automatically configured.
- Supports full-text indexing engines (xapian, whoosh, SQLite,
  PostgreSQL) for large trackers.

**Customization**

- The database schema can be updated to `track additional data`_.
- The web interface can be redesigned to fit your workflow.
- Extensible web interface with various features like `wizards`_,
  bug displays, etc.
- Add business rules using `auditors and reactors`_ for actions before
  and after database changes.
- Comprehensive documentation for customization, installation,
  maintenance, and user guidance.

**Data Security, Privacy and Authorization**

- Your data remains on your servers.
- You can choose if AI can access the data.
- Can use HTTPS for security over the web.
- Fine-grained authorization (`ABAC`_, `ReBAC`_, `RBAC`_) based on
  user, resource, and external properties.

.. _`ABAC`: https://en.wikipedia.org/wiki/Attribute-based_access_control 
.. _`ReBAC`: https://en.wikipedia.org/wiki/Relationship-based_access_control
.. _`RBAC`: https://en.wikipedia.org/wiki/Role-based_access_control

**Documentation and User Management**

- Users can sign up through the web interface or new user creation
  can be limited to admin users.
- Can use an `external user database`_ (LDAP, password file)
- Self-serve password reset for users via email.

**Email Integration and Automation**

- Update issues via email with new messages and the ability to
  change properties of issues (e.g. close an issue).
- Secure email handling with features like TLS, APOP, IMAPS/OAUTH.
- Optional auto-registration for email users.
- Configurable nosy list for each issue controls email notifications.
- Proper handling of email attachments and content types.

**Command-Line and API Access**

- Manage database interactively from the command line.
- Automate modifications using standard shell scripting.
- Python programs can use the Roundup Python API to manage/automate issues.
- Sample scripts provided for various tasks.

**Remote Access Interfaces**

- `RESTful API`_ accessible with basic HTTP authentication or optional JWT.
- `XMLRPC interface`_ for remote tracker access with basic
  HTTP authentication.
- Configurable CORS support for third-party web pages.
- Ability to `generate and authenticate JSON Web Tokens (JWT)
  <rest.html#changing-access-roles-with-json-web-tokens>`_.

.. _`auditors and reactors`: reference.html#auditor-or-reactor
.. _`customize`: customizing.html
.. _`external user database`: customizing.html#using-external-user-databases
.. _`five included templates`: installation.html#choosing-your-template
.. _`instant-gratification (demo) mode`:
     installation.html#for-the-really-impatient
.. _`a Docker container`: installation.html#running-in-demo-mode-with-docker
.. _mysql: https://pypi.org/project/MySQL-python/
.. _postgresql: https://www.psycopg.org/
.. _`restful api`: rest.html
.. _`run in a container`: installation.html#docker-support
.. _sqlite: https://www.sqlite.org/index.html
.. _`track additional data`:
    customizing.html#adding-a-new-field-to-the-classic-schema
.. _`through various methods`: installation.html#configure-a-web-interface
.. _wizards:
   customizing.html#setting-up-a-wizard-or-druid-for-controlled-adding-of-issues
.. _`xmlrpc interface`: xmlrpc.html

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