<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html xmlns="http://www.w3.org/1999/xhtml"> <head> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <title>Upgrading to newer versions of Roundup &mdash; Roundup v1.4 documentation</title> <link rel="stylesheet" href="_static/style.css" type="text/css" /> <link rel="stylesheet" href="_static/pygments.css" type="text/css" /> <script type="text/javascript"> var DOCUMENTATION_OPTIONS = { URL_ROOT: '#', VERSION: '1.4', COLLAPSE_MODINDEX: false, FILE_SUFFIX: '.html' }; </script> <script type="text/javascript" src="_static/jquery.js"></script> <script type="text/javascript" src="_static/doctools.js"></script> <link rel="index" title="Index" href="genindex.html" /> <link rel="search" title="Search" href="search.html" /> <link rel="top" title="Roundup v1.4 documentation" href="index.html" /> <link rel="next" title="Roundup FAQ" href="FAQ.html" /> <link rel="prev" title="Installing Roundup" href="installation.html" /> </head> <body> <div class="header"><h1>Roundup</h1> <div id="searchbox" style="display: none"> <form class="search" action="search.html" method="get"> <input type="text" name="q" size="18" /> <input type="submit" value="Search" /> <input type="hidden" name="check_keywords" value="yes" /> <input type="hidden" name="area" value="default" /> </form> </div> <script type="text/javascript">$('#searchbox').show(0);</script> </div> <div class="navigation"> <div class="menu"> <h3><a href="index.html">Table Of Contents</a></h3> <ul> <li><a class="reference external" href="#">Upgrading to newer versions of Roundup</a><ul> <li><a class="reference external" href="#migrating-from-1-4-16-to-1-4-17">Migrating from 1.4.16 to 1.4.17</a></li> <li><a class="reference external" href="#migrating-from-1-4-x-to-1-4-17">Migrating from 1.4.x to 1.4.17</a></li> <li><a class="reference external" href="#migrating-from-1-4-x-to-1-4-12">Migrating from 1.4.x to 1.4.12</a><ul> <li><a class="reference external" href="#fixing-some-potential-security-holes">Fixing some potential security holes</a></li> <li><a class="reference external" href="#some-html-interface-tweaks">Some HTML interface tweaks</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-1-4-x-to-1-4-11">Migrating from 1.4.x to 1.4.11</a><ul> <li><a class="reference external" href="#close-potential-security-hole">Close potential security hole</a></li> <li><a class="reference external" href="#grant-the-register-permission-to-the-anonymous-role">Grant the “Register” permission to the Anonymous role</a></li> <li><a class="reference external" href="#generic-class-editor-may-now-restore-retired-items">Generic class editor may now restore retired items</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-1-4-x-to-1-4-9">Migrating from 1.4.x to 1.4.9</a><ul> <li><a class="reference external" href="#customized-mailgw-class">Customized MailGW Class</a></li> <li><a class="reference external" href="#fix-the-remove-button-in-issue-files-and-messages-lists">Fix the “remove” button in issue files and messages lists</a></li> <li><a class="reference external" href="#fixing-the-retire-button-in-user-management-list">Fixing the “retire” button in user management list</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-1-4-x-to-1-4-7">Migrating from 1.4.x to 1.4.7</a><ul> <li><a class="reference external" href="#grant-the-retire-permission-to-users-for-their-queries">Grant the “retire” permission to users for their queries</a></li> <li><a class="reference external" href="#fix-the-retire-link-in-the-users-list-for-admin-users">Fix the “retire” link in the users list for admin users</a></li> <li><a class="reference external" href="#fix-for-python-2-6-users">Fix for Python 2.6+ users</a></li> <li><a class="reference external" href="#trackers-currently-allowing-html-file-uploading">Trackers currently allowing HTML file uploading</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-1-4-2-to-1-4-3">Migrating from 1.4.2 to 1.4.3</a></li> <li><a class="reference external" href="#migrating-from-1-4-x-to-1-4-2">Migrating from 1.4.x to 1.4.2</a></li> <li><a class="reference external" href="#migrating-from-1-3-3-to-1-4-0">Migrating from 1.3.3 to 1.4.0</a></li> <li><a class="reference external" href="#migrating-from-1-2-x-to-1-3-0">Migrating from 1.2.x to 1.3.0</a><ul> <li><a class="reference external" href="#web-interface-changes">1.3.0 Web interface changes</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-1-1-2-to-1-2-0">Migrating from 1.1.2 to 1.2.0</a><ul> <li><a class="reference external" href="#sorting-and-grouping-by-multiple-properties">1.2.0 Sorting and grouping by multiple properties</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-1-1-0-to-1-1-1">Migrating from 1.1.0 to 1.1.1</a><ul> <li><a class="reference external" href="#clear-this-message">1.1.1 “Clear this message”</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-1-0-x-to-1-1-0">Migrating from 1.0.x to 1.1.0</a><ul> <li><a class="reference external" href="#login-for-session-only">1.1 Login “For Session Only”</a></li> <li><a class="reference external" href="#query-display-name">1.1 Query Display Name</a></li> <li><a class="reference external" href="#id1">1.1 “Clear this message”</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-0-8-x-to-1-0">Migrating from 0.8.x to 1.0</a><ul> <li><a class="reference external" href="#new-query-permissions">1.0 New Query Permissions</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-0-8-0-to-0-8-3">Migrating from 0.8.0 to 0.8.3</a><ul> <li><a class="reference external" href="#nosy-handling-changes">0.8.3 Nosy Handling Changes</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-0-7-1-to-0-8-0">Migrating from 0.7.1 to 0.8.0</a><ul> <li><a class="reference external" href="#backend-changes">0.8.0 Backend changes</a></li> <li><a class="reference external" href="#api-changes">0.8.0 API changes</a></li> <li><a class="reference external" href="#new-tracker-layout">0.8.0 New tracker layout</a></li> <li><a class="reference external" href="#permissions-changes">0.8.0 Permissions Changes</a></li> <li><a class="reference external" href="#use-of-templatingutils">0.8.0 Use of TemplatingUtils</a></li> <li><a class="reference external" href="#logging-configuration">0.8.0 Logging Configuration</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-0-7-2-to-0-7-3">Migrating from 0.7.2 to 0.7.3</a><ul> <li><a class="reference external" href="#configuration">0.7.3 Configuration</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-0-7-0-to-0-7-2">Migrating from 0.7.0 to 0.7.2</a><ul> <li><a class="reference external" href="#default-timezone-is-now-required">0.7.2 DEFAULT_TIMEZONE is now required</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-0-7-0-to-0-7-1">Migrating from 0.7.0 to 0.7.1</a><ul> <li><a class="reference external" href="#permission-assignments">0.7.1 Permission assignments</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-0-6-to-0-7">Migrating from 0.6 to 0.7</a><ul> <li><a class="reference external" href="#id2">0.7.0 Permission assignments</a></li> <li><a class="reference external" href="#getting-the-current-user-id">0.7.0 Getting the current user id</a></li> <li><a class="reference external" href="#zroundup-changes">0.7.0 ZRoundup changes</a></li> <li><a class="reference external" href="#edit-collision-detection">0.7.0 Edit collision detection</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-0-6-x-to-0-6-3">Migrating from 0.6.x to 0.6.3</a><ul> <li><a class="reference external" href="#id3">0.6.3 Configuration</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-0-5-to-0-6">Migrating from 0.5 to 0.6</a><ul> <li><a class="reference external" href="#id4">0.6.0 Configuration</a></li> <li><a class="reference external" href="#templating-changes">0.6.0 Templating changes</a></li> <li><a class="reference external" href="#form-handling-changes">0.6.0 Form handling changes</a></li> <li><a class="reference external" href="#multilingual-character-set-support">0.6.0 Multilingual character set support</a></li> <li><a class="reference external" href="#user-timezone-support">0.6.0 User timezone support</a></li> <li><a class="reference external" href="#search-page-structure">0.6.0 Search page structure</a></li> <li><a class="reference external" href="#notes-for-metakit-backend-users">0.6.0 Notes for metakit backend users</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-0-4-x-to-0-5-0">Migrating from 0.4.x to 0.5.0</a><ul> <li><a class="reference external" href="#id7">0.5.0 Configuration</a></li> <li><a class="reference external" href="#schema-specification">0.5.0 Schema Specification</a><ul> <li><a class="reference external" href="#database-backend-changes">0.5.0 Database backend changes</a></li> <li><a class="reference external" href="#journalling-changes">0.5.0 Journalling changes</a></li> <li><a class="reference external" href="#user-schema-changes">0.5.0 User schema changes</a></li> <li><a class="reference external" href="#security-settings">0.5.0 Security Settings</a></li> <li><a class="reference external" href="#user-changes">0.5.0 User changes</a></li> </ul> </li> <li><a class="reference external" href="#cgi-interface-changes">0.5.0 CGI interface changes</a></li> <li><a class="reference external" href="#html-templating">0.5.0 HTML templating</a></li> <li><a class="reference external" href="#detectors">0.5.0 Detectors</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-0-4-1-to-0-4-2">Migrating from 0.4.1 to 0.4.2</a><ul> <li><a class="reference external" href="#id8">0.4.2 Configuration</a></li> <li><a class="reference external" href="#changes-to-detectors">0.4.2 Changes to detectors</a></li> <li><a class="reference external" href="#html-templating-changes">0.4.2 HTML templating changes</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-0-4-0-to-0-4-1">Migrating from 0.4.0 to 0.4.1</a><ul> <li><a class="reference external" href="#files-storage">0.4.1 Files storage</a></li> <li><a class="reference external" href="#id9">0.4.1 Configuration</a></li> <li><a class="reference external" href="#alternate-e-mail-addresses">0.4.1 Alternate E-Mail Addresses</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-0-3-x-to-0-4-0">Migrating from 0.3.x to 0.4.0</a><ul> <li><a class="reference external" href="#message-id-and-in-reply-to-addition">0.4.0 Message-ID and In-Reply-To addition</a></li> <li><a class="reference external" href="#id10">0.4.0 Configuration</a></li> <li><a class="reference external" href="#cgi-script-roundup-cgi">0.4.0 CGI script roundup.cgi</a></li> <li><a class="reference external" href="#nosy-reactor">0.4.0 Nosy reactor</a></li> <li><a class="reference external" href="#id11">0.4.0 HTML templating</a></li> </ul> </li> <li><a class="reference external" href="#migrating-from-0-2-x-to-0-3-x">Migrating from 0.2.x to 0.3.x</a><ul> <li><a class="reference external" href="#x-cookie-authentication-changes">0.3.x Cookie Authentication changes</a></li> <li><a class="reference external" href="#x-password-encoding">0.3.x Password encoding</a></li> <li><a class="reference external" href="#x-configuration">0.3.x Configuration</a></li> <li><a class="reference external" href="#x-cgi-script-roundup-cgi">0.3.x CGI script roundup.cgi</a></li> </ul> </li> </ul> </li> </ul> <h4>Previous topic</h4> <p class="topless"><a href="installation.html" title="previous chapter">Installing Roundup</a></p> <h4>Next topic</h4> <p class="topless"><a href="FAQ.html" title="next chapter">Roundup FAQ</a></p> <h3>This Page</h3> <ul class="this-page-menu"> <li><a href="_sources/upgrading.txt" rel="nofollow">Show Source</a></li> </ul> <div id="searchbox" style="display: none"> <h3>Quick search</h3> <form class="search" action="search.html" method="get"> <input type="text" name="q" size="18" /> <input type="submit" value="Go" /> <input type="hidden" name="check_keywords" value="yes" /> <input type="hidden" name="area" value="default" /> </form> <p style="font-size: 90%">Enter search terms or a module, class or function name.</p> </div> <script type="text/javascript">$('#searchbox').show(0);</script> </div> </div> <div class="content"> <div class="related related-top"> <ul> <li class="right" style="margin-right: 10px"> <a href="genindex.html" title="General Index" accesskey="I">index</a></li> <li class="right" > <a href="FAQ.html" title="Roundup FAQ" accesskey="N">next</a></li> <li class="right" > <a href="installation.html" title="Installing Roundup" accesskey="P">previous</a></li> <li><a href="index.html">Roundup v1.4 documentation</a></li> </ul> </div> <div class="section" id="upgrading-to-newer-versions-of-roundup"> <h1><a class="toc-backref" href="#id12">Upgrading to newer versions of Roundup</a></h1> <p>Please read each section carefully and edit your tracker home files accordingly. Note that there is information about upgrade procedures in the <a class="reference external" href="admin_guide.html">administration guide</a>.</p> <p>If a specific version transition isn’t mentioned here (eg. 0.6.7 to 0.6.8) then you don’t need to do anything. If you’re upgrading from 0.5.6 to 0.6.8 though, you’ll need to check the “0.5 to 0.6” and “0.6.x to 0.6.3” steps.</p> <div class="contents topic" id="contents"> <p class="topic-title first">Contents</p> <ul class="simple"> <li><a class="reference internal" href="#upgrading-to-newer-versions-of-roundup" id="id12">Upgrading to newer versions of Roundup</a><ul> <li><a class="reference internal" href="#migrating-from-1-4-16-to-1-4-17" id="id13">Migrating from 1.4.16 to 1.4.17</a></li> <li><a class="reference internal" href="#migrating-from-1-4-x-to-1-4-17" id="id14">Migrating from 1.4.x to 1.4.17</a></li> <li><a class="reference internal" href="#migrating-from-1-4-x-to-1-4-12" id="id15">Migrating from 1.4.x to 1.4.12</a><ul> <li><a class="reference internal" href="#fixing-some-potential-security-holes" id="id16">Fixing some potential security holes</a></li> <li><a class="reference internal" href="#some-html-interface-tweaks" id="id17">Some HTML interface tweaks</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-1-4-x-to-1-4-11" id="id18">Migrating from 1.4.x to 1.4.11</a><ul> <li><a class="reference internal" href="#close-potential-security-hole" id="id19">Close potential security hole</a></li> <li><a class="reference internal" href="#grant-the-register-permission-to-the-anonymous-role" id="id20">Grant the “Register” permission to the Anonymous role</a></li> <li><a class="reference internal" href="#generic-class-editor-may-now-restore-retired-items" id="id21">Generic class editor may now restore retired items</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-1-4-x-to-1-4-9" id="id22">Migrating from 1.4.x to 1.4.9</a><ul> <li><a class="reference internal" href="#customized-mailgw-class" id="id23">Customized MailGW Class</a></li> <li><a class="reference internal" href="#fix-the-remove-button-in-issue-files-and-messages-lists" id="id24">Fix the “remove” button in issue files and messages lists</a></li> <li><a class="reference internal" href="#fixing-the-retire-button-in-user-management-list" id="id25">Fixing the “retire” button in user management list</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-1-4-x-to-1-4-7" id="id26">Migrating from 1.4.x to 1.4.7</a><ul> <li><a class="reference internal" href="#grant-the-retire-permission-to-users-for-their-queries" id="id27">Grant the “retire” permission to users for their queries</a></li> <li><a class="reference internal" href="#fix-the-retire-link-in-the-users-list-for-admin-users" id="id28">Fix the “retire” link in the users list for admin users</a></li> <li><a class="reference internal" href="#fix-for-python-2-6-users" id="id29">Fix for Python 2.6+ users</a></li> <li><a class="reference internal" href="#trackers-currently-allowing-html-file-uploading" id="id30">Trackers currently allowing HTML file uploading</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-1-4-2-to-1-4-3" id="id31">Migrating from 1.4.2 to 1.4.3</a></li> <li><a class="reference internal" href="#migrating-from-1-4-x-to-1-4-2" id="id32">Migrating from 1.4.x to 1.4.2</a></li> <li><a class="reference internal" href="#migrating-from-1-3-3-to-1-4-0" id="id33">Migrating from 1.3.3 to 1.4.0</a></li> <li><a class="reference internal" href="#migrating-from-1-2-x-to-1-3-0" id="id34">Migrating from 1.2.x to 1.3.0</a><ul> <li><a class="reference internal" href="#web-interface-changes" id="id35">1.3.0 Web interface changes</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-1-1-2-to-1-2-0" id="id36">Migrating from 1.1.2 to 1.2.0</a><ul> <li><a class="reference internal" href="#sorting-and-grouping-by-multiple-properties" id="id37">1.2.0 Sorting and grouping by multiple properties</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-1-1-0-to-1-1-1" id="id38">Migrating from 1.1.0 to 1.1.1</a><ul> <li><a class="reference internal" href="#clear-this-message" id="id39">1.1.1 “Clear this message”</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-1-0-x-to-1-1-0" id="id40">Migrating from 1.0.x to 1.1.0</a><ul> <li><a class="reference internal" href="#login-for-session-only" id="id41">1.1 Login “For Session Only”</a></li> <li><a class="reference internal" href="#query-display-name" id="id42">1.1 Query Display Name</a></li> <li><a class="reference internal" href="#id1" id="id43">1.1 “Clear this message”</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-0-8-x-to-1-0" id="id44">Migrating from 0.8.x to 1.0</a><ul> <li><a class="reference internal" href="#new-query-permissions" id="id45">1.0 New Query Permissions</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-0-8-0-to-0-8-3" id="id46">Migrating from 0.8.0 to 0.8.3</a><ul> <li><a class="reference internal" href="#nosy-handling-changes" id="id47">0.8.3 Nosy Handling Changes</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-0-7-1-to-0-8-0" id="id48">Migrating from 0.7.1 to 0.8.0</a><ul> <li><a class="reference internal" href="#backend-changes" id="id49">0.8.0 Backend changes</a></li> <li><a class="reference internal" href="#api-changes" id="id50">0.8.0 API changes</a></li> <li><a class="reference internal" href="#new-tracker-layout" id="id51">0.8.0 New tracker layout</a></li> <li><a class="reference internal" href="#permissions-changes" id="id52">0.8.0 Permissions Changes</a></li> <li><a class="reference internal" href="#use-of-templatingutils" id="id53">0.8.0 Use of TemplatingUtils</a></li> <li><a class="reference internal" href="#logging-configuration" id="id54">0.8.0 Logging Configuration</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-0-7-2-to-0-7-3" id="id55">Migrating from 0.7.2 to 0.7.3</a><ul> <li><a class="reference internal" href="#configuration" id="id56">0.7.3 Configuration</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-0-7-0-to-0-7-2" id="id57">Migrating from 0.7.0 to 0.7.2</a><ul> <li><a class="reference internal" href="#default-timezone-is-now-required" id="id58">0.7.2 DEFAULT_TIMEZONE is now required</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-0-7-0-to-0-7-1" id="id59">Migrating from 0.7.0 to 0.7.1</a><ul> <li><a class="reference internal" href="#permission-assignments" id="id60">0.7.1 Permission assignments</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-0-6-to-0-7" id="id61">Migrating from 0.6 to 0.7</a><ul> <li><a class="reference internal" href="#id2" id="id62">0.7.0 Permission assignments</a></li> <li><a class="reference internal" href="#getting-the-current-user-id" id="id63">0.7.0 Getting the current user id</a></li> <li><a class="reference internal" href="#zroundup-changes" id="id64">0.7.0 ZRoundup changes</a></li> <li><a class="reference internal" href="#edit-collision-detection" id="id65">0.7.0 Edit collision detection</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-0-6-x-to-0-6-3" id="id66">Migrating from 0.6.x to 0.6.3</a><ul> <li><a class="reference internal" href="#id3" id="id67">0.6.3 Configuration</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-0-5-to-0-6" id="id68">Migrating from 0.5 to 0.6</a><ul> <li><a class="reference internal" href="#id4" id="id69">0.6.0 Configuration</a></li> <li><a class="reference internal" href="#templating-changes" id="id70">0.6.0 Templating changes</a></li> <li><a class="reference internal" href="#form-handling-changes" id="id71">0.6.0 Form handling changes</a></li> <li><a class="reference internal" href="#multilingual-character-set-support" id="id72">0.6.0 Multilingual character set support</a></li> <li><a class="reference internal" href="#user-timezone-support" id="id73">0.6.0 User timezone support</a></li> <li><a class="reference internal" href="#search-page-structure" id="id74">0.6.0 Search page structure</a></li> <li><a class="reference internal" href="#notes-for-metakit-backend-users" id="id75">0.6.0 Notes for metakit backend users</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-0-4-x-to-0-5-0" id="id76">Migrating from 0.4.x to 0.5.0</a><ul> <li><a class="reference internal" href="#id7" id="id77">0.5.0 Configuration</a></li> <li><a class="reference internal" href="#schema-specification" id="id78">0.5.0 Schema Specification</a><ul> <li><a class="reference internal" href="#database-backend-changes" id="id79">0.5.0 Database backend changes</a></li> <li><a class="reference internal" href="#journalling-changes" id="id80">0.5.0 Journalling changes</a></li> <li><a class="reference internal" href="#user-schema-changes" id="id81">0.5.0 User schema changes</a></li> <li><a class="reference internal" href="#security-settings" id="id82">0.5.0 Security Settings</a></li> <li><a class="reference internal" href="#user-changes" id="id83">0.5.0 User changes</a></li> </ul> </li> <li><a class="reference internal" href="#cgi-interface-changes" id="id84">0.5.0 CGI interface changes</a></li> <li><a class="reference internal" href="#html-templating" id="id85">0.5.0 HTML templating</a></li> <li><a class="reference internal" href="#detectors" id="id86">0.5.0 Detectors</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-0-4-1-to-0-4-2" id="id87">Migrating from 0.4.1 to 0.4.2</a><ul> <li><a class="reference internal" href="#id8" id="id88">0.4.2 Configuration</a></li> <li><a class="reference internal" href="#changes-to-detectors" id="id89">0.4.2 Changes to detectors</a></li> <li><a class="reference internal" href="#html-templating-changes" id="id90">0.4.2 HTML templating changes</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-0-4-0-to-0-4-1" id="id91">Migrating from 0.4.0 to 0.4.1</a><ul> <li><a class="reference internal" href="#files-storage" id="id92">0.4.1 Files storage</a></li> <li><a class="reference internal" href="#id9" id="id93">0.4.1 Configuration</a></li> <li><a class="reference internal" href="#alternate-e-mail-addresses" id="id94">0.4.1 Alternate E-Mail Addresses</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-0-3-x-to-0-4-0" id="id95">Migrating from 0.3.x to 0.4.0</a><ul> <li><a class="reference internal" href="#message-id-and-in-reply-to-addition" id="id96">0.4.0 Message-ID and In-Reply-To addition</a></li> <li><a class="reference internal" href="#id10" id="id97">0.4.0 Configuration</a></li> <li><a class="reference internal" href="#cgi-script-roundup-cgi" id="id98">0.4.0 CGI script roundup.cgi</a></li> <li><a class="reference internal" href="#nosy-reactor" id="id99">0.4.0 Nosy reactor</a></li> <li><a class="reference internal" href="#id11" id="id100">0.4.0 HTML templating</a></li> </ul> </li> <li><a class="reference internal" href="#migrating-from-0-2-x-to-0-3-x" id="id101">Migrating from 0.2.x to 0.3.x</a><ul> <li><a class="reference internal" href="#x-cookie-authentication-changes" id="id102">0.3.x Cookie Authentication changes</a></li> <li><a class="reference internal" href="#x-password-encoding" id="id103">0.3.x Password encoding</a></li> <li><a class="reference internal" href="#x-configuration" id="id104">0.3.x Configuration</a></li> <li><a class="reference internal" href="#x-cgi-script-roundup-cgi" id="id105">0.3.x CGI script roundup.cgi</a></li> </ul> </li> </ul> </li> </ul> </div> <div class="section" id="migrating-from-1-4-16-to-1-4-17"> <h2><a class="toc-backref" href="#id13">Migrating from 1.4.16 to 1.4.17</a></h2> <p>There was a bug in 1.4.16 where files were unlinked from issues if a mail without attachment was received via the mail interface. The following script will list likely issues being affected by the bug. The date in the script is the date of the 1.4.16 release. If you have installed 1.4.16 later than this date, you can change the date appropriately to your installation date. Run the script in the directory of your tracker.</p> <p>#!/usr/bin/python import os from roundup import instance from roundup.date import Date dir = os.getcwd () tracker = instance.open (dir) db = tracker.open (‘admin’) # you may want to change this to your install date to find less candidates last_release = Date(‘2011-05-13’) affected = {} for i in db.issue.getnodeids():</p> <blockquote> <dl class="docutils"> <dt>for j in db.issue.history(i):</dt> <dd><dl class="first last docutils"> <dt>if i in affected:</dt> <dd>break</dd> <dt>if j[1] < last_release or j[3] != ‘set’ or ‘files’ not in j[4]:</dt> <dd>continue</dd> <dt>for op, p in j[4][‘files’]:</dt> <dd><dl class="first last docutils"> <dt>if op == ‘-‘:</dt> <dd>affected [i] = 1 break</dd> </dl> </dd> </dl> </dd> </dl> </blockquote> <p>print ‘, ‘.join(sorted(affected.iterkeys()))</p> <p>To find out which files where attached before you can look in the history of the affected issue. For fixing issues you can re-attach the files in question using the “set” command of roundup-admin, e.g., if the list of files attached to an issue should be files 5, 17, 23 for issue42 you will set this using</p> <p>roundup-admin -i /path/to/your/tracker set issue42 files=5,17,23</p> </div> <div class="section" id="migrating-from-1-4-x-to-1-4-17"> <h2><a class="toc-backref" href="#id14">Migrating from 1.4.x to 1.4.17</a></h2> <p>There is a new config-option <cite>migrate_passwords</cite> in section <cite>web</cite> to auto-migrate passwords at web-login time to a more secure storage scheme. Default for the new option is “yes” so if you don’t want that passwords are auto-migrated to a more secure password scheme on user login, set this to “no” before running your tracker(s) after the upgrade.</p> <p>The standalone roundup-server now defaults to listening on localhost (no longer on all network interfaces). This will not affect you if you’re already using a configuration file for roundup-server. If you are using an empty setting for the <cite>host</cite> parameter in the config-file you should explicitly put 0.0.0.0 there as the use of an empty string to specify listening to all interfaces is deprecated and will go away in a future version. If you are starting the server without a configuration file and want to explicitly listen to all network interface, you should specify the -n option with the address <cite>0.0.0.0</cite>.</p> <p>Searching now requires either read-permission without a check method, or you will have to add a “Search” permission for a class or a list of properties for a class (if you want to allow searching). For the classic template (or other templates derived from it) you want to add the following lines to your <cite>schema.py</cite> file:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermission</span><span class="p">(</span><span class="n">name</span><span class="o">=</span><span class="s">'Search'</span><span class="p">,</span> <span class="n">klass</span><span class="o">=</span><span class="s">'query'</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> </pre></div> </div> <p>This is needed, because for the <cite>query</cite> class users may view only their own queries (or public queries). This is implemented with a <cite>check</cite> method, therefore the default search permissions will not allow searching and you’ll have to add an explicit search permission. If you have modified your schema, you can check if you’re missing any search permissions with the following script, run it in your tracker directory, it will list for each Class and Property the roles that may search for this property:</p> <div class="highlight-python"><div class="highlight"><pre><span class="c">#!/usr/bin/python</span> <span class="kn">import</span> <span class="nn">os</span> <span class="kn">from</span> <span class="nn">roundup</span> <span class="kn">import</span> <span class="n">instance</span> <span class="n">tracker</span> <span class="o">=</span> <span class="n">instance</span><span class="o">.</span><span class="n">open</span><span class="p">(</span><span class="n">os</span><span class="o">.</span><span class="n">getcwd</span> <span class="p">())</span> <span class="n">db</span> <span class="o">=</span> <span class="n">tracker</span><span class="o">.</span><span class="n">open</span><span class="p">(</span><span class="s">'admin'</span><span class="p">)</span> <span class="k">for</span> <span class="n">cl</span> <span class="ow">in</span> <span class="nb">sorted</span><span class="p">(</span><span class="n">db</span><span class="o">.</span><span class="n">getclasses</span><span class="p">()):</span> <span class="k">print</span> <span class="s">"Class:"</span><span class="p">,</span> <span class="n">cl</span> <span class="k">for</span> <span class="n">p</span> <span class="ow">in</span> <span class="nb">sorted</span><span class="p">(</span><span class="n">db</span><span class="o">.</span><span class="n">getclass</span><span class="p">(</span><span class="n">cl</span><span class="p">)</span><span class="o">.</span><span class="n">properties</span><span class="o">.</span><span class="n">keys</span><span class="p">()):</span> <span class="k">print</span> <span class="s">" Property:"</span><span class="p">,</span> <span class="n">p</span> <span class="n">roles</span> <span class="o">=</span> <span class="p">[]</span> <span class="k">for</span> <span class="n">role</span> <span class="ow">in</span> <span class="nb">sorted</span><span class="p">(</span><span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">role</span><span class="o">.</span><span class="n">iterkeys</span><span class="p">()):</span> <span class="k">if</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">roleHasSearchPermission</span><span class="p">(</span><span class="n">cl</span><span class="p">,</span><span class="n">p</span><span class="p">,</span><span class="n">role</span><span class="p">):</span> <span class="n">roles</span><span class="o">.</span><span class="n">append</span><span class="p">(</span><span class="n">role</span><span class="p">)</span> <span class="k">print</span> <span class="s">" roles may search:"</span><span class="p">,</span> <span class="s">', '</span><span class="o">.</span><span class="n">join</span><span class="p">(</span><span class="n">roles</span><span class="p">)</span> </pre></div> </div> </div> <div class="section" id="migrating-from-1-4-x-to-1-4-12"> <h2><a class="toc-backref" href="#id15">Migrating from 1.4.x to 1.4.12</a></h2> <p>Item creation now checks the “Create” permission instead of the “Edit” permission for individual properties. If you have modified your tracker permissions from the default distribution, you should check that “Create” permissions exist for all properties you want users to be able to create.</p> <div class="section" id="fixing-some-potential-security-holes"> <h3><a class="toc-backref" href="#id16">Fixing some potential security holes</a></h3> <p>Enhanced checking was added to the user registration auditor. If you run a public tracker you should update your tracker’s <tt class="docutils literal"><span class="pre">detectors/userauditor.py</span></tt> using the new code from <tt class="docutils literal"><span class="pre">share/roundup/templates/classic/detectors/userauditor.py</span></tt>. In most cases you may just copy the file over, but if you’ve made changes to the auditor in your tracker then you’ll need to manually integrate the new code.</p> <p>Some HTML templates were found to have formatting security problems:</p> <p><tt class="docutils literal"><span class="pre">html/page.html</span></tt>:</p> <div class="highlight-python"><pre>-tal:replace="request/user/username">username</span></b><br> +tal:replace="python:request.user.username.plain(escape=1)">username</span></b><br></pre> </div> <p><tt class="docutils literal"><span class="pre">html/_generic.help-list.html</span></tt>:</p> <div class="highlight-python"><pre>-tal:content="structure python:item[prop]"></label> +tal:content="python:item[prop]"></label></pre> </div> <p>The lines marked “+” should be added and lines marked “-” should be deleted (minus the “+”/”-” signs).</p> </div> <div class="section" id="some-html-interface-tweaks"> <h3><a class="toc-backref" href="#id17">Some HTML interface tweaks</a></h3> <p>You may wish to copy the <tt class="docutils literal"><span class="pre">user_utils.js</span></tt> and <tt class="docutils literal"><span class="pre">style.css`</span> <span class="pre">files</span> <span class="pre">from</span> <span class="pre">the</span> <span class="pre">source</span> <span class="pre">distribution</span> <span class="pre">``share/roundup/templates/classic/html/</span></tt> directory to the <tt class="docutils literal"><span class="pre">html</span></tt> directory of your trackers as it includes a small improvement.</p> <p>If you have made local changes to those files you’ll need to manually work the differences in to your versions or ignore the changes.</p> </div> </div> <div class="section" id="migrating-from-1-4-x-to-1-4-11"> <h2><a class="toc-backref" href="#id18">Migrating from 1.4.x to 1.4.11</a></h2> <div class="section" id="close-potential-security-hole"> <h3><a class="toc-backref" href="#id19">Close potential security hole</a></h3> <p>If your tracker has untrusted users you should examine its <tt class="docutils literal"><span class="pre">schema.py</span></tt> file and look for the section granting the “Edit” permission to your users. This should look something like:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermission</span><span class="p">(</span><span class="n">name</span><span class="o">=</span><span class="s">'Edit'</span><span class="p">,</span> <span class="n">klass</span><span class="o">=</span><span class="s">'user'</span><span class="p">,</span> <span class="n">check</span><span class="o">=</span><span class="n">own_record</span><span class="p">,</span> <span class="n">description</span><span class="o">=</span><span class="s">"User is allowed to edit their own user details"</span><span class="p">)</span> </pre></div> </div> <p>and should be modified to restrict the list of properties they are allowed to edit by adding the <tt class="docutils literal"><span class="pre">properties=</span></tt> section like:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermission</span><span class="p">(</span><span class="n">name</span><span class="o">=</span><span class="s">'Edit'</span><span class="p">,</span> <span class="n">klass</span><span class="o">=</span><span class="s">'user'</span><span class="p">,</span> <span class="n">check</span><span class="o">=</span><span class="n">own_record</span><span class="p">,</span> <span class="n">properties</span><span class="o">=</span><span class="p">(</span><span class="s">'username'</span><span class="p">,</span> <span class="s">'password'</span><span class="p">,</span> <span class="s">'address'</span><span class="p">,</span> <span class="s">'realname'</span><span class="p">,</span> <span class="s">'phone'</span><span class="p">,</span> <span class="s">'organisation'</span><span class="p">,</span> <span class="s">'alternate_addresses'</span><span class="p">,</span> <span class="s">'queries'</span><span class="p">,</span> <span class="s">'timezone'</span><span class="p">),</span> <span class="n">description</span><span class="o">=</span><span class="s">"User is allowed to edit their own user details"</span><span class="p">)</span> </pre></div> </div> <p>Most importantly the “roles” property should not be editable - thus not appear in that list of properties.</p> </div> <div class="section" id="grant-the-register-permission-to-the-anonymous-role"> <h3><a class="toc-backref" href="#id20">Grant the “Register” permission to the Anonymous role</a></h3> <p>A separate “Register” permission has been introduced to allow anonymous users to register. This means you will need to add the following to your tracker’s <tt class="docutils literal"><span class="pre">schema.py</span></tt> to add the permission and assign it to the Anonymous role (replacing any previously assigned “Create user” permission for the Anonymous role):</p> <div class="highlight-python"><div class="highlight"><pre><span class="o">+</span><span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermission</span><span class="p">(</span><span class="n">name</span><span class="o">=</span><span class="s">'Register'</span><span class="p">,</span> <span class="n">klass</span><span class="o">=</span><span class="s">'user'</span><span class="p">,</span> <span class="o">+</span> <span class="n">description</span><span class="o">=</span><span class="s">'User is allowed to register new user'</span><span class="p">)</span> <span class="c"># Assign the appropriate permissions to the anonymous user's Anonymous</span> <span class="c"># Role. Choices here are:</span> <span class="c"># - Allow anonymous users to register</span> <span class="o">-</span><span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'Anonymous'</span><span class="p">,</span> <span class="s">'Create'</span><span class="p">,</span> <span class="s">'user'</span><span class="p">)</span> <span class="o">+</span><span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'Anonymous'</span><span class="p">,</span> <span class="s">'Register'</span><span class="p">,</span> <span class="s">'user'</span><span class="p">)</span> </pre></div> </div> <p>The lines marked “+” should be added and lines marked “-” should be deleted (minus the “+”/”-” signs).</p> <p>You should also modify the <tt class="docutils literal"><span class="pre">html/page.html</span></tt> template to change the permission tested there:</p> <div class="highlight-python"><pre>-tal:condition="python:request.user.hasPermission('Create', 'user')" +tal:condition="python:request.user.hasPermission('Register', 'user')"</pre> </div> </div> <div class="section" id="generic-class-editor-may-now-restore-retired-items"> <h3><a class="toc-backref" href="#id21">Generic class editor may now restore retired items</a></h3> <p>The instructions for doing so won’t be present in your tracker unless you copy the <tt class="docutils literal"><span class="pre">_generic.index.html</span></tt> template from the roundup distribution in <tt class="docutils literal"><span class="pre">share/roundup/templates/classic/html</span></tt> to your tracker’s <tt class="docutils literal"><span class="pre">html</span></tt> directory.</p> </div> </div> <div class="section" id="migrating-from-1-4-x-to-1-4-9"> <h2><a class="toc-backref" href="#id22">Migrating from 1.4.x to 1.4.9</a></h2> <div class="section" id="customized-mailgw-class"> <h3><a class="toc-backref" href="#id23">Customized MailGW Class</a></h3> <p>If you have customized the MailGW class in your tracker: The new MailGW class opens the database for each message in the method handle_message (instance.open) instead of passing the opened database as a parameter to the MailGW constructor. The old handle_message has been renamed to _handle_message. The new method opens the database and wraps the call to the old method into a try/finally.</p> <p>Your customized MailGW class needs to mirror this behavior.</p> </div> <div class="section" id="fix-the-remove-button-in-issue-files-and-messages-lists"> <h3><a class="toc-backref" href="#id24">Fix the “remove” button in issue files and messages lists</a></h3> <p>The “remove” button(s) in the issue messages list needs to be altered. Find the following in your tracker’s <tt class="docutils literal"><span class="pre">html/issue.item.html</span></tt> template:</p> <div class="highlight-python"><pre><td> <form style="padding:0" tal:condition="context/is_edit_ok" tal:attributes="action string:issue${context/id}"> <input type="hidden" name="@remove@files" tal:attributes="value file/id"></pre> </div> <p>and add <tt class="docutils literal"><span class="pre">method="POST"</span></tt> as shown below:</p> <div class="highlight-python"><pre><td> <form style="padding:0" method="POST" tal:condition="context/is_edit_ok" tal:attributes="action string:issue${context/id}"> <input type="hidden" name="@remove@files" tal:attributes="value file/id"></pre> </div> <p>Then also find:</p> <div class="highlight-python"><pre><td> <form style="padding:0" tal:condition="context/is_edit_ok" tal:attributes="action string:issue${context/id}"> <input type="hidden" name="@remove@messages" tal:attributes="value msg/id"></pre> </div> <p>and add <tt class="docutils literal"><span class="pre">method="POST"</span></tt> as shown below:</p> <div class="highlight-python"><pre><td> <form style="padding:0" method="POST" tal:condition="context/is_edit_ok" tal:attributes="action string:issue${context/id}"> <input type="hidden" name="@remove@messages" tal:attributes="value msg/id"></pre> </div> </div> <div class="section" id="fixing-the-retire-button-in-user-management-list"> <h3><a class="toc-backref" href="#id25">Fixing the “retire” button in user management list</a></h3> <p>If you made the change to the “reture” link in the user management list as listed below in <a class="reference internal" href="#migrating-from-1-4-x-to-1-4-7">Migrating from 1.4.x to 1.4.7</a> then you’ll need to fix that change by adding <tt class="docutils literal"><span class="pre">method="POST"</span></tt> to the <tt class="docutils literal"><span class="pre"><form></span></tt> tag:</p> <div class="highlight-python"><pre><form style="padding:0" method="POST" tal:attributes="action string:user${user/id}"> <input type="hidden" name="@template" value="index"> <input type="hidden" name="@action" value="retire"> <input type="submit" value="retire" i18n:attributes="value"> </form></pre> </div> </div> </div> <div class="section" id="migrating-from-1-4-x-to-1-4-7"> <h2><a class="toc-backref" href="#id26">Migrating from 1.4.x to 1.4.7</a></h2> <p>Several security issues were addressed in this release. Some aspects of your trackers may no longer function depending on your local customisations. Core functionality that will need to be modified:</p> <div class="section" id="grant-the-retire-permission-to-users-for-their-queries"> <h3><a class="toc-backref" href="#id27">Grant the “retire” permission to users for their queries</a></h3> <p>Users will no longer be able to retire their own queries. To remedy this you will need to add the following to your tracker’s <tt class="docutils literal"><span class="pre">schema.py</span></tt> just under the line that grants them permission to edit their own queries:</p> <div class="highlight-python"><pre> p = db.security.addPermission(name='Edit', klass='query', check=edit_query, description="User is allowed to edit their queries") db.security.addPermissionToRole('User', p) + p = db.security.addPermission(name='Retire', klass='query', check=edit_query, + description="User is allowed to retire their queries") + db.security.addPermissionToRole('User', p) p = db.security.addPermission(name='Create', klass='query', description="User is allowed to create queries") db.security.addPermissionToRole('User', p)</pre> </div> <p>The lines marked “+” should be added, minus the “+” sign.</p> </div> <div class="section" id="fix-the-retire-link-in-the-users-list-for-admin-users"> <h3><a class="toc-backref" href="#id28">Fix the “retire” link in the users list for admin users</a></h3> <p>The “retire” link found in the file <tt class="docutils literal"><span class="pre">html/user.index.html</span></tt>:</p> <div class="highlight-python"><pre><td tal:condition="context/is_edit_ok"> <a tal:attributes="href string:user${user/id}?@action=retire&@template=index" i18n:translate="">retire</a></pre> </div> <p>Should be replaced with:</p> <div class="highlight-python"><pre><td tal:condition="context/is_retire_ok"> <form style="padding:0" method="POST" tal:attributes="action string:user${user/id}"> <input type="hidden" name="@template" value="index"> <input type="hidden" name="@action" value="retire"> <input type="submit" value="retire" i18n:attributes="value"> </form></pre> </div> </div> <div class="section" id="fix-for-python-2-6-users"> <h3><a class="toc-backref" href="#id29">Fix for Python 2.6+ users</a></h3> <p>If you use Python 2.6 you should edit your tracker’s <tt class="docutils literal"><span class="pre">detectors/nosyreaction.py</span></tt> file to change:</p> <div class="highlight-python"><div class="highlight"><pre><span class="kn">import</span> <span class="nn">sets</span> </pre></div> </div> <p>at the top to:</p> <div class="highlight-python"><div class="highlight"><pre><span class="kn">from</span> <span class="nn">roundup.anypy.sets_</span> <span class="kn">import</span> <span class="nb">set</span> </pre></div> </div> <p>and then all instances of <tt class="docutils literal"><span class="pre">sets.Set()</span></tt> to <tt class="docutils literal"><span class="pre">set()</span></tt> in the later code.</p> </div> <div class="section" id="trackers-currently-allowing-html-file-uploading"> <h3><a class="toc-backref" href="#id30">Trackers currently allowing HTML file uploading</a></h3> <p>Trackers which wish to continue to allow uploading of HTML content against issues will need to set a new configuration variable in the <tt class="docutils literal"><span class="pre">[web]</span></tt> section of the tracker’s <tt class="docutils literal"><span class="pre">config.ini</span></tt> file:</p> <blockquote> # Setting this option enables Roundup to serve uploaded HTML # file content <em>as HTML</em>. This is a potential security risk # and is therefore disabled by default. Set to ‘yes’ if you # trust <em>all</em> users uploading content to your tracker. # Allowed values: yes, no # Default: no allow_html_file = no</blockquote> </div> </div> <div class="section" id="migrating-from-1-4-2-to-1-4-3"> <h2><a class="toc-backref" href="#id31">Migrating from 1.4.2 to 1.4.3</a></h2> <p>If you are using the MySQL backend you will need to replace some indexes that may have been created by version 1.4.2.</p> <p>You should to access your MySQL database directly and remove any indexes with a name ending in “_key_retired_idx”. You should then re-add them with the same spec except the key column name needs a size. So an index on “_user (__retired, _name)” should become “_user (__retired, _name(255))”.</p> </div> <div class="section" id="migrating-from-1-4-x-to-1-4-2"> <h2><a class="toc-backref" href="#id32">Migrating from 1.4.x to 1.4.2</a></h2> <p>You should run the “roundup-admin migrate” command for your tracker once you’ve installed the latest codebase.</p> <p>Do this before you use the web, command-line or mail interface and before any users access the tracker.</p> <p>This command will respond with either “Tracker updated” (if you’ve not previously run it on an RDBMS backend) or “No migration action required” (if you have run it, or have used another interface to the tracker, or are using anydbm).</p> <p>It’s safe to run this even if it’s not required, so just get into the habit.</p> </div> <div class="section" id="migrating-from-1-3-3-to-1-4-0"> <h2><a class="toc-backref" href="#id33">Migrating from 1.3.3 to 1.4.0</a></h2> <p>Value of the “refwd_re” tracker configuration option (section “mailgw”) is treated as UTF-8 string. In previous versions, it was ISO8859-1.</p> <p>If you have running trackers based on the classic template, please update the messagesummary detector as follows:</p> <div class="highlight-python"><pre>--- detectors/messagesummary.py 17 Apr 2003 03:26:38 -0000 1.1 +++ detectors/messagesummary.py 3 Apr 2007 06:47:21 -0000 1.2 @@ -8,7 +8,7 @@ if newvalues.has_key('summary') or not newvalues.has_key('content'): return - summary, content = parseContent(newvalues['content'], 1, 1) + summary, content = parseContent(newvalues['content'], config=db.config) newvalues['summary'] = summary</pre> </div> <p>In the latest version we have added some database indexes to the SQL-backends (mysql, postgresql, sqlite) for speeding up building the roundup-index for full-text search. We recommend that you create the following database indexes on the database by hand:</p> <div class="highlight-python"><pre>CREATE INDEX words_by_id ON __words (_textid); CREATE UNIQUE INDEX __textids_by_props ON __textids (_class, _itemid, _prop);</pre> </div> </div> <div class="section" id="migrating-from-1-2-x-to-1-3-0"> <h2><a class="toc-backref" href="#id34">Migrating from 1.2.x to 1.3.0</a></h2> <div class="section" id="web-interface-changes"> <h3><a class="toc-backref" href="#id35">1.3.0 Web interface changes</a></h3> <p>Some of the HTML files in the “classic” and “minimal” tracker templates were changed to fix some bugs and clean them up. You may wish to compare them to the HTML files in your tracker and apply any changes.</p> </div> </div> <div class="section" id="migrating-from-1-1-2-to-1-2-0"> <h2><a class="toc-backref" href="#id36">Migrating from 1.1.2 to 1.2.0</a></h2> <div class="section" id="sorting-and-grouping-by-multiple-properties"> <h3><a class="toc-backref" href="#id37">1.2.0 Sorting and grouping by multiple properties</a></h3> <p>Starting with this version, sorting and grouping by multiple properties is possible. This means that request.sort and request.group are now lists. This is reflected in several places:</p> <blockquote> <ul> <li><p class="first"><tt class="docutils literal"><span class="pre">renderWith</span></tt> now has list attributes for <tt class="docutils literal"><span class="pre">sort</span></tt> and <tt class="docutils literal"><span class="pre">group</span></tt>, where you previously wrote:</p> <div class="highlight-python"><pre>renderWith(... sort=('-', 'activity'), group=('+', 'priority')</pre> </div> <p>you write now:</p> <div class="highlight-python"><pre>renderWith(... sort=[('-', 'activity')], group=[('+', 'priority')]</pre> </div> </li> <li><p class="first">In templates that permit to edit sorting/grouping, request.sort and request.group are (possibly empty) lists. You can now sort and group by multiple attributes. For an example, see the classic template. You may want search for the variable <tt class="docutils literal"><span class="pre">n_sort</span></tt> which can be set to the number of sort/group properties.</p> </li> <li><p class="first">Templates that diplay new headlines for each group of items with equal group properties can now use the modified <tt class="docutils literal"><span class="pre">batch.propchanged</span></tt> method that can take several properties which are checked for changes. See the example in the classic template which makes use of <tt class="docutils literal"><span class="pre">batch.propchanged</span></tt>.</p> </li> </ul> </blockquote> </div> </div> <div class="section" id="migrating-from-1-1-0-to-1-1-1"> <h2><a class="toc-backref" href="#id38">Migrating from 1.1.0 to 1.1.1</a></h2> <div class="section" id="clear-this-message"> <h3><a class="toc-backref" href="#id39">1.1.1 “Clear this message”</a></h3> <p>In 1.1.1, the standard <tt class="docutils literal"><span class="pre">page.html</span></tt> template includes a “clear this message” link in the green “ok” message bar that appears after a successful edit (or other) action.</p> <p>To include this in your tracker, change the following in your <tt class="docutils literal"><span class="pre">page.html</span></tt> template:</p> <div class="highlight-python"><pre><p tal:condition="options/ok_message | nothing" class="ok-message" tal:repeat="m options/ok_message" tal:content="structure m">error</p></pre> </div> <p>to be:</p> <div class="highlight-python"><pre><p tal:condition="options/ok_message | nothing" class="ok-message"> <span tal:repeat="m options/ok_message" tal:content="structure string:$m <br/ > " /> <a class="form-small" tal:attributes="href request/current_url" i18n:translate="">clear this message</a> </p></pre> </div> <p>If you implemented the “clear this message” in your 1.1.0 tracker, then you should change it to the above and it will work much better!</p> </div> </div> <div class="section" id="migrating-from-1-0-x-to-1-1-0"> <h2><a class="toc-backref" href="#id40">Migrating from 1.0.x to 1.1.0</a></h2> <div class="section" id="login-for-session-only"> <h3><a class="toc-backref" href="#id41">1.1 Login “For Session Only”</a></h3> <p>In 1.1, web logins are alive for the length of a session only, <em>unless</em> you add the following to the login form in your tracker’s <tt class="docutils literal"><span class="pre">page.html</span></tt>:</p> <div class="highlight-python"><pre><input type="checkbox" name="remember" id="remember"> <label for="remember" i18n:translate="">Remember me?</label><br></pre> </div> <p>See the classic tracker <tt class="docutils literal"><span class="pre">page.html</span></tt> if you’re unsure where this should go.</p> </div> <div class="section" id="query-display-name"> <h3><a class="toc-backref" href="#id42">1.1 Query Display Name</a></h3> <p>The <tt class="docutils literal"><span class="pre">dispname</span></tt> web variable has been renamed <tt class="docutils literal"><span class="pre">@dispname</span></tt> to avoid clashing with other variables of the same name. If you are using the display name feature, you will need to edit your tracker’s <tt class="docutils literal"><span class="pre">page.html</span></tt> and <tt class="docutils literal"><span class="pre">issue.index.html</span></tt> pages to change <tt class="docutils literal"><span class="pre">dispname</span></tt> to <tt class="docutils literal"><span class="pre">@dispname</span></tt>.</p> <p>A side-effect of this change is that the renderWith method used in the <tt class="docutils literal"><span class="pre">home.html</span></tt> page may now take a dispname argument.</p> </div> <div class="section" id="id1"> <h3><a class="toc-backref" href="#id43">1.1 “Clear this message”</a></h3> <p>In 1.1, the standard <tt class="docutils literal"><span class="pre">page.html</span></tt> template includes a “clear this message” link in the green “ok” message bar that appears after a successful edit (or other) action.</p> <p>To include this in your tracker, change the following in your <tt class="docutils literal"><span class="pre">page.html</span></tt> template:</p> <div class="highlight-python"><pre><p tal:condition="options/ok_message | nothing" class="ok-message" tal:repeat="m options/ok_message" tal:content="structure m">error</p></pre> </div> <p>to be:</p> <div class="highlight-python"><pre><p tal:condition="options/ok_message | nothing" class="ok-message"> <span tal:repeat="m options/ok_message" tal:content="structure string:$m <br/ > " /> <a class="form-small" tal:attributes="href string:issue${context/id}" i18n:translate="">clear this message</a> </p></pre> </div> </div> </div> <div class="section" id="migrating-from-0-8-x-to-1-0"> <h2><a class="toc-backref" href="#id44">Migrating from 0.8.x to 1.0</a></h2> <div class="section" id="new-query-permissions"> <h3><a class="toc-backref" href="#id45">1.0 New Query Permissions</a></h3> <p>New permissions are defined for query editing and viewing. To include these in your tracker, you need to add these lines to your tracker’s <tt class="docutils literal"><span class="pre">schema.py</span></tt>:</p> <div class="highlight-python"><div class="highlight"><pre><span class="c"># Users should be able to edit and view their own queries. They should also</span> <span class="c"># be able to view any marked as not private. They should not be able to</span> <span class="c"># edit others' queries, even if they're not private</span> <span class="k">def</span> <span class="nf">view_query</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="n">userid</span><span class="p">,</span> <span class="n">itemid</span><span class="p">):</span> <span class="n">private_for</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">query</span><span class="o">.</span><span class="n">get</span><span class="p">(</span><span class="n">itemid</span><span class="p">,</span> <span class="s">'private_for'</span><span class="p">)</span> <span class="k">if</span> <span class="ow">not</span> <span class="n">private_for</span><span class="p">:</span> <span class="k">return</span> <span class="bp">True</span> <span class="k">return</span> <span class="n">userid</span> <span class="o">==</span> <span class="n">private_for</span> <span class="k">def</span> <span class="nf">edit_query</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="n">userid</span><span class="p">,</span> <span class="n">itemid</span><span class="p">):</span> <span class="k">return</span> <span class="n">userid</span> <span class="o">==</span> <span class="n">db</span><span class="o">.</span><span class="n">query</span><span class="o">.</span><span class="n">get</span><span class="p">(</span><span class="n">itemid</span><span class="p">,</span> <span class="s">'creator'</span><span class="p">)</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermission</span><span class="p">(</span><span class="n">name</span><span class="o">=</span><span class="s">'View'</span><span class="p">,</span> <span class="n">klass</span><span class="o">=</span><span class="s">'query'</span><span class="p">,</span> <span class="n">check</span><span class="o">=</span><span class="n">view_query</span><span class="p">,</span> <span class="n">description</span><span class="o">=</span><span class="s">"User is allowed to view their own and public queries"</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermission</span><span class="p">(</span><span class="n">name</span><span class="o">=</span><span class="s">'Edit'</span><span class="p">,</span> <span class="n">klass</span><span class="o">=</span><span class="s">'query'</span><span class="p">,</span> <span class="n">check</span><span class="o">=</span><span class="n">edit_query</span><span class="p">,</span> <span class="n">description</span><span class="o">=</span><span class="s">"User is allowed to edit their queries"</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermission</span><span class="p">(</span><span class="n">name</span><span class="o">=</span><span class="s">'Create'</span><span class="p">,</span> <span class="n">klass</span><span class="o">=</span><span class="s">'query'</span><span class="p">,</span> <span class="n">description</span><span class="o">=</span><span class="s">"User is allowed to create queries"</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> </pre></div> </div> <p>and then remove ‘query’ from the line:</p> <div class="highlight-python"><pre># Assign the access and edit Permissions for issue, file and message # to regular users now for cl in 'issue', 'file', 'msg', 'query', 'keyword':</pre> </div> <p>so it looks like:</p> <div class="highlight-python"><pre>for cl in 'issue', 'file', 'msg', 'keyword':</pre> </div> </div> </div> <div class="section" id="migrating-from-0-8-0-to-0-8-3"> <h2><a class="toc-backref" href="#id46">Migrating from 0.8.0 to 0.8.3</a></h2> <div class="section" id="nosy-handling-changes"> <h3><a class="toc-backref" href="#id47">0.8.3 Nosy Handling Changes</a></h3> <p>A change was made to fix a bug in the <tt class="docutils literal"><span class="pre">nosyreaction.py</span></tt> standard detector. To incorporate this fix in your trackers, you will need to copy the <tt class="docutils literal"><span class="pre">nosyreaction.py</span></tt> file from the <tt class="docutils literal"><span class="pre">templates/classic/detectors</span></tt> directory of the source to your tracker’s <tt class="docutils literal"><span class="pre">templates</span></tt> directory.</p> <p>If you have modified the <tt class="docutils literal"><span class="pre">nosyreaction.py</span></tt> file from the standard version, you will need to roll your changes into the new file.</p> </div> </div> <div class="section" id="migrating-from-0-7-1-to-0-8-0"> <h2><a class="toc-backref" href="#id48">Migrating from 0.7.1 to 0.8.0</a></h2> <p>You <em>must</em> fully uninstall previous Roundup version before installing Roundup 0.8.0. If you don’t do that, <tt class="docutils literal"><span class="pre">roundup-admin</span> <span class="pre">install</span></tt> command may fail to function properly.</p> <div class="section" id="backend-changes"> <h3><a class="toc-backref" href="#id49">0.8.0 Backend changes</a></h3> <p>Backends ‘bsddb’ and ‘bsddb3’ are removed. If you are using one of these, you <em>must</em> migrate to another backend before upgrading.</p> </div> <div class="section" id="api-changes"> <h3><a class="toc-backref" href="#id50">0.8.0 API changes</a></h3> <p>Class.safeget() was removed from the API. Test your item ids before calling Class.get() instead.</p> </div> <div class="section" id="new-tracker-layout"> <h3><a class="toc-backref" href="#id51">0.8.0 New tracker layout</a></h3> <p>The <tt class="docutils literal"><span class="pre">config.py</span></tt> file has been replaced by <tt class="docutils literal"><span class="pre">config.ini</span></tt>. You may use the roundup-admin command “genconfig” to generate a new config file:</p> <div class="highlight-python"><pre>roundup-admin genconfig <tracker home>/config.ini</pre> </div> <p>and modify the values therein based on the contents of your old config.py. In most cases, the names of the config variables are the same.</p> <p>The <tt class="docutils literal"><span class="pre">select_db.py</span></tt> file has been replaced by a file in the <tt class="docutils literal"><span class="pre">db</span></tt> directory called <tt class="docutils literal"><span class="pre">backend_name</span></tt>. As you might guess, this file contains just the name of the backend. To figure what the contents of yours should be, use the following table:</p> <blockquote> <table border="1" class="docutils"> <colgroup> <col width="56%" /> <col width="44%" /> </colgroup> <thead valign="bottom"> <tr><th class="head"><tt class="docutils literal"><span class="pre">select_db.py</span></tt> contents</th> <th class="head"><tt class="docutils literal"><span class="pre">backend_name</span></tt> contents</th> </tr> </thead> <tbody valign="top"> <tr><td>from back_anydbm import ...</td> <td>anydbm</td> </tr> <tr><td>from back_metakit import ...</td> <td>metakit</td> </tr> <tr><td>from back_sqlite import ...</td> <td>sqlite</td> </tr> <tr><td>from back_mysql import ...</td> <td>mysql</td> </tr> <tr><td>from back_postgresql import ...</td> <td>postgresql</td> </tr> </tbody> </table> </blockquote> <p>The <tt class="docutils literal"><span class="pre">dbinit.py</span></tt> file has been split into two new files, <tt class="docutils literal"><span class="pre">initial_data.py</span></tt> and <tt class="docutils literal"><span class="pre">schema.py</span></tt>. The contents of this file are:</p> <dl class="docutils"> <dt><tt class="docutils literal"><span class="pre">initial_data.py</span></tt></dt> <dd>You don’t need one of these as your tracker is already initialised.</dd> <dt><tt class="docutils literal"><span class="pre">schema.py</span></tt></dt> <dd><p class="first">Copy the body of the <tt class="docutils literal"><span class="pre">def</span> <span class="pre">open(name=None)</span></tt> function from your old tracker’s <tt class="docutils literal"><span class="pre">dbinit.py</span></tt> file to this file. As the lines you’re copying aren’t part of a function definition anymore, one level of indentation needs to be removed (remove only the leading four spaces on each line).</p> <p class="last">The first few lines – those starting with <tt class="docutils literal"><span class="pre">from</span> <span class="pre">roundup.hyperdb</span> <span class="pre">import</span> <span class="pre">...</span></tt> and the <tt class="docutils literal"><span class="pre">db</span> <span class="pre">=</span> <span class="pre">Database(config,</span> <span class="pre">name)</span></tt> line – don’t need to be copied. Neither do the last few lines – those starting with <tt class="docutils literal"><span class="pre">import</span> <span class="pre">detectors</span></tt>, down to <tt class="docutils literal"><span class="pre">return</span> <span class="pre">db</span></tt> inclusive.</p> </dd> </dl> <p>You may remove the <tt class="docutils literal"><span class="pre">__init__.py</span></tt> module from the “detectors” directory as it is no longer used.</p> <p>There’s a new way to write extension code for Roundup. If you have code in an <tt class="docutils literal"><span class="pre">interfaces.py</span></tt> file you should move it. See the <a class="reference external" href="customizing.html">customisation documentation</a> for information about how extensions are now written. Note that some older trackers may use <tt class="docutils literal"><span class="pre">interfaces.py</span></tt> to customise the mail gateway behaviour. You will need to keep your <tt class="docutils literal"><span class="pre">interfaces.py</span></tt> file if this is the case.</p> </div> <div class="section" id="permissions-changes"> <h3><a class="toc-backref" href="#id52">0.8.0 Permissions Changes</a></h3> <p>The creation of a new item in the user interfaces is now controlled by the “Create” Permission. You will need to add an assignment of this Permission to your users who are allowed to create items. The most common form of this is the following in your <tt class="docutils literal"><span class="pre">schema.py</span></tt> added just under the current assignation of the Edit Permission:</p> <div class="highlight-python"><div class="highlight"><pre><span class="k">for</span> <span class="n">cl</span> <span class="ow">in</span> <span class="s">'issue'</span><span class="p">,</span> <span class="s">'file'</span><span class="p">,</span> <span class="s">'msg'</span><span class="p">,</span> <span class="s">'query'</span><span class="p">,</span> <span class="s">'keyword'</span><span class="p">:</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'Create'</span><span class="p">,</span> <span class="n">cl</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> </pre></div> </div> <p>You will need to explicitly let anonymous users access the web interface so that regular users are able to see the login form. Note that almost all trackers will need this Permission. The only situation where it’s not required is in a tracker that uses an HTTP Basic Authenticated front-end. It’s enabled by adding to your <tt class="docutils literal"><span class="pre">schema.py</span></tt>:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'Web Access'</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'Anonymous'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> </pre></div> </div> <p>Finally, you will need to enable permission for your users to edit their own details by adding the following to <tt class="docutils literal"><span class="pre">schema.py</span></tt>:</p> <div class="highlight-python"><div class="highlight"><pre><span class="c"># Users should be able to edit their own details. Note that this</span> <span class="c"># permission is limited to only the situation where the Viewed or</span> <span class="c"># Edited item is their own.</span> <span class="k">def</span> <span class="nf">own_record</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="n">userid</span><span class="p">,</span> <span class="n">itemid</span><span class="p">):</span> <span class="sd">'''Determine whether the userid matches the item being accessed.'''</span> <span class="k">return</span> <span class="n">userid</span> <span class="o">==</span> <span class="n">itemid</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermission</span><span class="p">(</span><span class="n">name</span><span class="o">=</span><span class="s">'View'</span><span class="p">,</span> <span class="n">klass</span><span class="o">=</span><span class="s">'user'</span><span class="p">,</span> <span class="n">check</span><span class="o">=</span><span class="n">own_record</span><span class="p">,</span> <span class="n">description</span><span class="o">=</span><span class="s">"User is allowed to view their own user details"</span><span class="p">)</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermission</span><span class="p">(</span><span class="n">name</span><span class="o">=</span><span class="s">'Edit'</span><span class="p">,</span> <span class="n">klass</span><span class="o">=</span><span class="s">'user'</span><span class="p">,</span> <span class="n">check</span><span class="o">=</span><span class="n">own_record</span><span class="p">,</span> <span class="n">description</span><span class="o">=</span><span class="s">"User is allowed to edit their own user details"</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> </pre></div> </div> </div> <div class="section" id="use-of-templatingutils"> <h3><a class="toc-backref" href="#id53">0.8.0 Use of TemplatingUtils</a></h3> <p>If you used custom python functions in TemplatingUtils, they must be moved from interfaces.py to a new file in the <tt class="docutils literal"><span class="pre">extensions</span></tt> directory.</p> <p>Each Function that should be available through TAL needs to be defined as a toplevel function in the newly created file. Furthermore you add an inititialization function, that registers the functions with the tracker.</p> <p>If you find this too tedious, donfu wrote an automatic init function that takes an existing TemplatingUtils class, and registers all class methods that do not start with an underscore. The following hack should be placed in the <tt class="docutils literal"><span class="pre">extensions</span></tt> directory alongside other extensions:</p> <div class="highlight-python"><pre>class TemplatingUtils: # copy from interfaces.py def init(tracker): util = TemplatingUtils() def setClient(tu): util.client = tu.client return util def execUtil(name): return lambda tu, *args, **kwargs: \ getattr(setClient(tu), name)(*args, **kwargs) for name in dir(util): if callable(getattr(util, name)) and not name.startswith('_'): tracker.registerUtil(name, execUtil(name))</pre> </div> </div> <div class="section" id="logging-configuration"> <h3><a class="toc-backref" href="#id54">0.8.0 Logging Configuration</a></h3> <p>See the <a class="reference external" href="admin_guide.html">administration guide</a> for information about configuring the new logging implemented in 0.8.0.</p> </div> </div> <div class="section" id="migrating-from-0-7-2-to-0-7-3"> <h2><a class="toc-backref" href="#id55">Migrating from 0.7.2 to 0.7.3</a></h2> <div class="section" id="configuration"> <h3><a class="toc-backref" href="#id56">0.7.3 Configuration</a></h3> <p>If you choose, you may specify the directory from which static files are served (those which use the URL component <tt class="docutils literal"><span class="pre">@@file</span></tt>). Currently the directory defaults to the <tt class="docutils literal"><span class="pre">TEMPLATES</span></tt> configuration variable. You may define a new variable, <tt class="docutils literal"><span class="pre">STATIC_FILES</span></tt> which overrides this value for static files.</p> </div> </div> <div class="section" id="migrating-from-0-7-0-to-0-7-2"> <h2><a class="toc-backref" href="#id57">Migrating from 0.7.0 to 0.7.2</a></h2> <div class="section" id="default-timezone-is-now-required"> <h3><a class="toc-backref" href="#id58">0.7.2 DEFAULT_TIMEZONE is now required</a></h3> <p>The DEFAULT_TIMEZONE configuration variable is now required. Add the following to your tracker’s <tt class="docutils literal"><span class="pre">config.py</span></tt> file:</p> <div class="highlight-python"><div class="highlight"><pre><span class="c"># You may specify a different default timezone, for use when users do not</span> <span class="c"># choose their own in their settings.</span> <span class="n">DEFAULT_TIMEZONE</span> <span class="o">=</span> <span class="mi">0</span> <span class="c"># specify as numeric hour offest</span> </pre></div> </div> </div> </div> <div class="section" id="migrating-from-0-7-0-to-0-7-1"> <h2><a class="toc-backref" href="#id59">Migrating from 0.7.0 to 0.7.1</a></h2> <div class="section" id="permission-assignments"> <h3><a class="toc-backref" href="#id60">0.7.1 Permission assignments</a></h3> <p>If you allow anonymous access to your tracker, you might need to assign some additional View (or Edit if your tracker is that open) permissions to the “anonymous” user. To do so, find the code in your <tt class="docutils literal"><span class="pre">dbinit.py</span></tt> that says:</p> <div class="highlight-python"><div class="highlight"><pre><span class="k">for</span> <span class="n">cl</span> <span class="ow">in</span> <span class="s">'issue'</span><span class="p">,</span> <span class="s">'file'</span><span class="p">,</span> <span class="s">'msg'</span><span class="p">,</span> <span class="s">'query'</span><span class="p">,</span> <span class="s">'keyword'</span><span class="p">:</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'View'</span><span class="p">,</span> <span class="n">cl</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'Edit'</span><span class="p">,</span> <span class="n">cl</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> <span class="k">for</span> <span class="n">cl</span> <span class="ow">in</span> <span class="s">'priority'</span><span class="p">,</span> <span class="s">'status'</span><span class="p">:</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'View'</span><span class="p">,</span> <span class="n">cl</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> </pre></div> </div> <p>Add add a line:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'Anonymous'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> </pre></div> </div> <p>next to the existing <tt class="docutils literal"><span class="pre">'User'</span></tt> lines for the Permissions you wish to assign to the anonymous user.</p> </div> </div> <div class="section" id="migrating-from-0-6-to-0-7"> <h2><a class="toc-backref" href="#id61">Migrating from 0.6 to 0.7</a></h2> <div class="section" id="id2"> <h3><a class="toc-backref" href="#id62">0.7.0 Permission assignments</a></h3> <p>Due to a change in the rendering of web widgets, permissions are now checked on Classes where they previously weren’t (this is a good thing).</p> <p>You will need to add some additional Permission assignments for your regular users, or some displays will break. After the following in your tracker’s <tt class="docutils literal"><span class="pre">dbinit.py</span></tt>:</p> <div class="highlight-python"><div class="highlight"><pre><span class="c"># Assign the access and edit Permissions for issue, file and message</span> <span class="c"># to regular users now</span> <span class="k">for</span> <span class="n">cl</span> <span class="ow">in</span> <span class="s">'issue'</span><span class="p">,</span> <span class="s">'file'</span><span class="p">,</span> <span class="s">'msg'</span><span class="p">,</span> <span class="s">'query'</span><span class="p">,</span> <span class="s">'keyword'</span><span class="p">:</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'View'</span><span class="p">,</span> <span class="n">cl</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'Edit'</span><span class="p">,</span> <span class="n">cl</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> </pre></div> </div> <p>add:</p> <div class="highlight-python"><div class="highlight"><pre><span class="k">for</span> <span class="n">cl</span> <span class="ow">in</span> <span class="s">'priority'</span><span class="p">,</span> <span class="s">'status'</span><span class="p">:</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'View'</span><span class="p">,</span> <span class="n">cl</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> </pre></div> </div> </div> <div class="section" id="getting-the-current-user-id"> <h3><a class="toc-backref" href="#id63">0.7.0 Getting the current user id</a></h3> <p>The Database.curuserid attribute has been removed.</p> <p>Any code referencing this attribute should be replaced with a call to Database.getuid().</p> </div> <div class="section" id="zroundup-changes"> <h3><a class="toc-backref" href="#id64">0.7.0 ZRoundup changes</a></h3> <p>The templates in your tracker’s html directory will need updating if you wish to use ZRoundup. If you’ve not modified those files (or some of them), you may just copy the new versions from the Roundup source in the templates/classic/html directory.</p> <p>If you have modified the html files, then you’ll need to manually edit them to change all occurances of special form variables from using the colon “:” special character to the at “@” special character. That is, variables such as:</p> <div class="highlight-python"><pre>:action :required :template :remove:messages ...</pre> </div> <p>should become:</p> <div class="highlight-python"><pre>@action @required @template @remove@messages ...</pre> </div> <p>Note that <tt class="docutils literal"><span class="pre">tal:</span></tt> statements are unaffected. So are TAL expression type prefixes such as <tt class="docutils literal"><span class="pre">python:</span></tt> and <tt class="docutils literal"><span class="pre">string:</span></tt>. Please ask on the roundup-users mailing list for help if you’re unsure.</p> </div> <div class="section" id="edit-collision-detection"> <h3><a class="toc-backref" href="#id65">0.7.0 Edit collision detection</a></h3> <p>Roundup now detects collisions with editing in the web interface (that is, two people editing the same item at the same time).</p> <p>You must copy the <tt class="docutils literal"><span class="pre">_generic.collision.html</span></tt> file from Roundup source in the <tt class="docutils literal"><span class="pre">templates/classic/html</span></tt> directory. to your tracker’s <tt class="docutils literal"><span class="pre">html</span></tt> directory.</p> </div> </div> <div class="section" id="migrating-from-0-6-x-to-0-6-3"> <h2><a class="toc-backref" href="#id66">Migrating from 0.6.x to 0.6.3</a></h2> <div class="section" id="id3"> <h3><a class="toc-backref" href="#id67">0.6.3 Configuration</a></h3> <p>You will need to copy the file:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">templates</span><span class="o">/</span><span class="n">classic</span><span class="o">/</span><span class="n">detectors</span><span class="o">/</span><span class="n">__init__</span><span class="o">.</span><span class="n">py</span> </pre></div> </div> <p>to your tracker’s <tt class="docutils literal"><span class="pre">detectors</span></tt> directory, replacing the one already there. This fixes a couple of bugs in that file.</p> </div> </div> <div class="section" id="migrating-from-0-5-to-0-6"> <h2><a class="toc-backref" href="#id68">Migrating from 0.5 to 0.6</a></h2> <div class="section" id="id4"> <h3><a class="toc-backref" href="#id69">0.6.0 Configuration</a></h3> <p>Introduced EMAIL_FROM_TAG config variable. This value is inserted into the From: line of nosy email. If the sending user is “Foo Bar”, the From: line is usually:</p> <div class="highlight-python"><pre>"Foo Bar" <issue_tracker@tracker.example></pre> </div> <p>the EMAIL_FROM_TAG goes inside the “Foo Bar” quotes like so:</p> <div class="highlight-python"><pre>"Foo Bar EMAIL_FROM_TAG" <issue_tracker@tracker.example></pre> </div> <p>I’ve altered the mechanism in the detectors __init__.py module so that it doesn’t cross-import detectors from other trackers (if you run more than one in a single roundup-server). This change means that you’ll need to copy the __init__.py from roundup/templates/classic/detectors/__init__.py to your <tracker home>/detectors/__init__.py. Don’t worry, the “classic” __init__ is a one-size-fits-all, so it’ll work even if you’ve added/removed detectors.</p> </div> <div class="section" id="templating-changes"> <h3><a class="toc-backref" href="#id70">0.6.0 Templating changes</a></h3> <p>The <tt class="docutils literal"><span class="pre">user.item</span></tt> template (in the tracker home “templates” directory) needs to have the following hidden variable added to its form (between the <tt class="docutils literal"><span class="pre"><form...></span></tt> and <tt class="docutils literal"><span class="pre"></form></span></tt> tags:</p> <div class="highlight-python"><pre><input type="hidden" name=":template" value="item"></pre> </div> </div> <div class="section" id="form-handling-changes"> <h3><a class="toc-backref" href="#id71">0.6.0 Form handling changes</a></h3> <p>Roundup’s form handling capabilities have been significantly expanded. This should not affect users of 0.5 installations - but if you find you’re getting errors from form submissions, please ask for help on the Roundup users mailing list:</p> <blockquote> <a class="reference external" href="http://lists.sourceforge.net/lists/listinfo/roundup-users">http://lists.sourceforge.net/lists/listinfo/roundup-users</a></blockquote> <p>See the customisation doc section on <a class="reference external" href="customizing.html#form-values">Form Values</a> for documentation of the new form variables possible.</p> </div> <div class="section" id="multilingual-character-set-support"> <h3><a class="toc-backref" href="#id72">0.6.0 Multilingual character set support</a></h3> <p>Added internationalization support. This is done via encoding all data stored in roundup database to utf-8 (unicode encoding). To support utf-8 in web interface you should add the folowing line to your tracker’s html/page and html/_generic.help files inside <head> tag:</p> <div class="highlight-python"><pre><meta http-equiv="Content-Type" content="text/html; charset=utf-8"></pre> </div> <p>Since latin characters in utf-8 have the same codes as in ASCII table, this modification is optional for users who use only plain latin characters.</p> <p>After this modification, you will be able to see and enter any world character via web interface. Data received via mail interface also converted to utf-8, however only new messages will be converted. If your roundup database contains some of non-ASCII characters in one of 8-bit encoding, they will not be visible in new unicode environment. Some of such data (e.g. user names, keywords, etc) can be edited by administrator, the others (e.g. messages’ contents) is not editable via web interface. Currently there is no tool for converting such data, the only solution is to close appropriate old issues and create new ones with the same content.</p> </div> <div class="section" id="user-timezone-support"> <h3><a class="toc-backref" href="#id73">0.6.0 User timezone support</a></h3> <p>From version 0.6.0 roundup supports displaying of Date data in user’ local timezone if he/she has provided timezone information. To make it possible some modification to tracker’s schema and HTML templates are required. First you must add string property ‘timezone’ to user class in dbinit.py like this:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">user</span> <span class="o">=</span> <span class="n">Class</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="s">"user"</span><span class="p">,</span> <span class="n">username</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">password</span><span class="o">=</span><span class="n">Password</span><span class="p">(),</span> <span class="n">address</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">realname</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">phone</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">organisation</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">alternate_addresses</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">queries</span><span class="o">=</span><span class="n">Multilink</span><span class="p">(</span><span class="s">'query'</span><span class="p">),</span> <span class="n">roles</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">timezone</span><span class="o">=</span><span class="n">String</span><span class="p">())</span> </pre></div> </div> <p>And second - html interface. Add following lines to $TRACKER_HOME/html/user.item template:</p> <div class="highlight-python"><pre><tr> <th>Timezone</th> <td tal:content="structure context/timezone/field">timezone</td> </tr></pre> </div> <p>After that all users should be able to provide their timezone information. Timezone should be a positive or negative integer - offset from GMT.</p> <p>After providing timezone, roundup will show all dates values, found in web and mail interfaces in local time. It will also accept any Date info in local time, convert and store it in GMT.</p> </div> <div class="section" id="search-page-structure"> <h3><a class="toc-backref" href="#id74">0.6.0 Search page structure</a></h3> <p>In order to accomodate query editing the search page has been restructured. If you want to provide your users with query editing, you should update your search page using the macros detailed in the customisation doc section <a class="reference external" href="customizing.html#searching-on-categories">Searching on categories</a>.</p> <p>Also, the url field in the query class no longer starts with a ‘?’. You’ll need to remove this question mark from the url field to support queries. There’s a script in the “tools” directory called <tt class="docutils literal"><span class="pre">migrate-queries.py</span></tt> that should automatically change any existing queries for you. As always, make a backup of your database before running such a script.</p> </div> <div class="section" id="notes-for-metakit-backend-users"> <h3><a class="toc-backref" href="#id75">0.6.0 Notes for metakit backend users</a></h3> <p>Roundup 0.6.0 introduced searching on ranges of dates and intervals. To support it, some modifications to interval storing routine were made. So if your tracker uses metakit backend and your db schema contains intervals property, searches on that property will not be accurate for db items that was stored before roundup’ upgrade. However all new records should be searchable on intervals.</p> <p>It is possible to convert your database to new format: you can export and import back all your data (consult “Migrating backends” in “Maintenance” documentation). After this operation all your interval properties should become searchable.</p> <p>Users of backends others than metakit should not worry about this issue.</p> </div> </div> <div class="section" id="migrating-from-0-4-x-to-0-5-0"> <h2><a class="toc-backref" href="#id76">Migrating from 0.4.x to 0.5.0</a></h2> <p>This has been a fairly major revision of Roundup:</p> <ol class="arabic simple"> <li>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)!</li> <li>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.</li> <li>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.</li> <li>Journalling has been made less storage-hungry, so has been turned on by default <em>except</em> for author, recipient and nosy link/unlink events. You are advised to turn it off in your trackers too.</li> <li>We’ve changed the terminology from “instance” to “tracker”, to ease the learning curve/impact for new users.</li> <li>Because of the above changes, the tracker configuration has seen some major changes. See below for the details.</li> </ol> <p>Please, <strong>back up your database</strong> 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.</p> <div class="section" id="id7"> <h3><a class="toc-backref" href="#id77">0.5.0 Configuration</a></h3> <p>First up, rename your <tt class="docutils literal"><span class="pre">instance_config.py</span></tt> file to just <tt class="docutils literal"><span class="pre">config.py</span></tt>.</p> <p>Then edit your tracker’s <tt class="docutils literal"><span class="pre">__init__.py</span></tt> module. It’ll currently look like this:</p> <div class="highlight-python"><div class="highlight"><pre><span class="kn">from</span> <span class="nn">instance_config</span> <span class="kn">import</span> <span class="o">*</span> <span class="k">try</span><span class="p">:</span> <span class="kn">from</span> <span class="nn">dbinit</span> <span class="kn">import</span> <span class="o">*</span> <span class="k">except</span> <span class="ne">ImportError</span><span class="p">:</span> <span class="k">pass</span> <span class="c"># in installdir (probably :)</span> <span class="kn">from</span> <span class="nn">interfaces</span> <span class="kn">import</span> <span class="o">*</span> </pre></div> </div> <p>and it needs to be:</p> <div class="highlight-python"><div class="highlight"><pre><span class="kn">import</span> <span class="nn">config</span> <span class="kn">from</span> <span class="nn">dbinit</span> <span class="kn">import</span> <span class="nb">open</span><span class="p">,</span> <span class="n">init</span> <span class="kn">from</span> <span class="nn">interfaces</span> <span class="kn">import</span> <span class="n">Client</span><span class="p">,</span> <span class="n">MailGW</span> </pre></div> </div> <p>Due to the new templating having a top-level <tt class="docutils literal"><span class="pre">page</span></tt> that defines links for searching, indexes, adding items etc, the following variables are no longer used:</p> <ul class="simple"> <li>HEADER_INDEX_LINKS</li> <li>HEADER_ADD_LINKS</li> <li>HEADER_SEARCH_LINKS</li> <li>SEARCH_FILTERS</li> <li>DEFAULT_INDEX</li> <li>UNASSIGNED_INDEX</li> <li>USER_INDEX</li> <li>ISSUE_FILTER</li> </ul> <p>The new security implementation will require additions to the dbinit module, but also removes the need for the following tracker config variables:</p> <ul class="simple"> <li>ANONYMOUS_ACCESS</li> <li>ANONYMOUS_REGISTER</li> </ul> <p>but requires two new variables which define the Roles assigned to users who register through the web and e-mail interfaces:</p> <ul class="simple"> <li>NEW_WEB_USER_ROLES</li> <li>NEW_EMAIL_USER_ROLES</li> </ul> <p>in both cases, ‘User’ is a good initial setting. To emulate <tt class="docutils literal"><span class="pre">ANONYMOUS_ACCESS='deny'</span></tt>, remove all “View” Permissions from the “Anonymous” Role. To emulate <tt class="docutils literal"><span class="pre">ANONYMOUS_REGISTER='deny'</span></tt>, remove the “Web Registration” and/or the “Email Registration” Permission from the “Anonymous” Role. See the section on customising security in the <a class="reference external" href="customizing.html">customisation documentation</a> for more information.</p> <p>Finally, the following config variables have been renamed to make more sense:</p> <ul class="simple"> <li>INSTANCE_HOME -> TRACKER_HOME</li> <li>INSTANCE_NAME -> TRACKER_NAME</li> <li>ISSUE_TRACKER_WEB -> TRACKER_WEB</li> <li>ISSUE_TRACKER_EMAIL -> TRACKER_EMAIL</li> </ul> </div> <div class="section" id="schema-specification"> <h3><a class="toc-backref" href="#id78">0.5.0 Schema Specification</a></h3> <div class="section" id="database-backend-changes"> <h4><a class="toc-backref" href="#id79">0.5.0 Database backend changes</a></h4> <p>Your select_db module in your tracker has changed a fair bit. Where it used to contain:</p> <div class="highlight-python"><div class="highlight"><pre><span class="c"># WARNING: DO NOT EDIT THIS FILE!!!</span> <span class="kn">from</span> <span class="nn">roundup.backends.back_anydbm</span> <span class="kn">import</span> <span class="n">Database</span> </pre></div> </div> <p>it must now contain:</p> <div class="highlight-python"><div class="highlight"><pre><span class="c"># WARNING: DO NOT EDIT THIS FILE!!!</span> <span class="kn">from</span> <span class="nn">roundup.backends.back_anydbm</span> <span class="kn">import</span> <span class="n">Database</span><span class="p">,</span> <span class="n">Class</span><span class="p">,</span> <span class="n">FileClass</span><span class="p">,</span> <span class="n">IssueClass</span> </pre></div> </div> <p>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:</p> <div class="highlight-python"><div class="highlight"><pre><span class="kn">import</span> <span class="nn">instance_config</span> <span class="kn">from</span> <span class="nn">roundup</span> <span class="kn">import</span> <span class="n">roundupdb</span> <span class="kn">from</span> <span class="nn">select_db</span> <span class="kn">import</span> <span class="n">Database</span> <span class="kn">from</span> <span class="nn">roundup.roundupdb</span> <span class="kn">import</span> <span class="n">Class</span><span class="p">,</span> <span class="n">FileClass</span> <span class="k">class</span> <span class="nc">Database</span><span class="p">(</span><span class="n">roundupdb</span><span class="o">.</span><span class="n">Database</span><span class="p">,</span> <span class="n">select_db</span><span class="o">.</span><span class="n">Database</span><span class="p">):</span> <span class="sd">''' Creates a hybrid database from:</span> <span class="sd"> . the selected database back-end from select_db</span> <span class="sd"> . the roundup extensions from roundupdb</span> <span class="sd"> '''</span> <span class="k">pass</span> <span class="k">class</span> <span class="nc">IssueClass</span><span class="p">(</span><span class="n">roundupdb</span><span class="o">.</span><span class="n">IssueClass</span><span class="p">):</span> <span class="sd">''' issues need the email information</span> <span class="sd"> '''</span> <span class="k">pass</span> </pre></div> </div> <p>to:</p> <div class="highlight-python"><div class="highlight"><pre><span class="kn">import</span> <span class="nn">config</span> <span class="kn">from</span> <span class="nn">select_db</span> <span class="kn">import</span> <span class="n">Database</span><span class="p">,</span> <span class="n">Class</span><span class="p">,</span> <span class="n">FileClass</span><span class="p">,</span> <span class="n">IssueClass</span> </pre></div> </div> <p>Yes, remove the Database and IssueClass definitions and those other imports. They’re not needed any more!</p> <p>Look for places in dbinit.py where <tt class="docutils literal"><span class="pre">instance_config</span></tt> is used too, and rename them <tt class="docutils literal"><span class="pre">config</span></tt>.</p> </div> <div class="section" id="journalling-changes"> <h4><a class="toc-backref" href="#id80">0.5.0 Journalling changes</a></h4> <p>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 <tt class="docutils literal"><span class="pre">do_journal='no'</span></tt> to the Class initialisation in your dbinit. For example, your <em>msg</em> class initialisation probably looks like this:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">msg</span> <span class="o">=</span> <span class="n">FileClass</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="s">"msg"</span><span class="p">,</span> <span class="n">author</span><span class="o">=</span><span class="n">Link</span><span class="p">(</span><span class="s">"user"</span><span class="p">),</span> <span class="n">recipients</span><span class="o">=</span><span class="n">Multilink</span><span class="p">(</span><span class="s">"user"</span><span class="p">),</span> <span class="n">date</span><span class="o">=</span><span class="n">Date</span><span class="p">(),</span> <span class="n">summary</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">files</span><span class="o">=</span><span class="n">Multilink</span><span class="p">(</span><span class="s">"file"</span><span class="p">),</span> <span class="n">messageid</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">inreplyto</span><span class="o">=</span><span class="n">String</span><span class="p">())</span> </pre></div> </div> <p>to turn off journalling of author and recipient link events, add <tt class="docutils literal"><span class="pre">do_journal='no'</span></tt> to the <tt class="docutils literal"><span class="pre">author=Link("user")</span></tt> part of the statement, like so:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">msg</span> <span class="o">=</span> <span class="n">FileClass</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="s">"msg"</span><span class="p">,</span> <span class="n">author</span><span class="o">=</span><span class="n">Link</span><span class="p">(</span><span class="s">"user"</span><span class="p">,</span> <span class="n">do_journal</span><span class="o">=</span><span class="s">'no'</span><span class="p">),</span> <span class="n">recipients</span><span class="o">=</span><span class="n">Multilink</span><span class="p">(</span><span class="s">"user"</span><span class="p">,</span> <span class="n">do_journal</span><span class="o">=</span><span class="s">'no'</span><span class="p">),</span> <span class="n">date</span><span class="o">=</span><span class="n">Date</span><span class="p">(),</span> <span class="n">summary</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">files</span><span class="o">=</span><span class="n">Multilink</span><span class="p">(</span><span class="s">"file"</span><span class="p">),</span> <span class="n">messageid</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">inreplyto</span><span class="o">=</span><span class="n">String</span><span class="p">())</span> </pre></div> </div> <p>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:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">issue</span> <span class="o">=</span> <span class="n">IssueClass</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="s">"issue"</span><span class="p">,</span> <span class="n">assignedto</span><span class="o">=</span><span class="n">Link</span><span class="p">(</span><span class="s">"user"</span><span class="p">),</span> <span class="n">topic</span><span class="o">=</span><span class="n">Multilink</span><span class="p">(</span><span class="s">"keyword"</span><span class="p">),</span> <span class="n">priority</span><span class="o">=</span><span class="n">Link</span><span class="p">(</span><span class="s">"priority"</span><span class="p">),</span> <span class="n">status</span><span class="o">=</span><span class="n">Link</span><span class="p">(</span><span class="s">"status"</span><span class="p">))</span> </pre></div> </div> <p>to:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">issue</span> <span class="o">=</span> <span class="n">IssueClass</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="s">"issue"</span><span class="p">,</span> <span class="n">nosy</span><span class="o">=</span><span class="n">Multilink</span><span class="p">(</span><span class="s">"user"</span><span class="p">,</span> <span class="n">do_journal</span><span class="o">=</span><span class="s">'yes'</span><span class="p">),</span> <span class="n">assignedto</span><span class="o">=</span><span class="n">Link</span><span class="p">(</span><span class="s">"user"</span><span class="p">),</span> <span class="n">topic</span><span class="o">=</span><span class="n">Multilink</span><span class="p">(</span><span class="s">"keyword"</span><span class="p">),</span> <span class="n">priority</span><span class="o">=</span><span class="n">Link</span><span class="p">(</span><span class="s">"priority"</span><span class="p">),</span> <span class="n">status</span><span class="o">=</span><span class="n">Link</span><span class="p">(</span><span class="s">"status"</span><span class="p">))</span> </pre></div> </div> <p>noting that your definition of the nosy Multilink will override the normal one.</p> </div> <div class="section" id="user-schema-changes"> <h4><a class="toc-backref" href="#id81">0.5.0 User schema changes</a></h4> <p>Users have two more properties, “queries” and “roles”. You’ll have something like this in your dbinit module now:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">user</span> <span class="o">=</span> <span class="n">Class</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="s">"user"</span><span class="p">,</span> <span class="n">username</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">password</span><span class="o">=</span><span class="n">Password</span><span class="p">(),</span> <span class="n">address</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">realname</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">phone</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">organisation</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">alternate_addresses</span><span class="o">=</span><span class="n">String</span><span class="p">())</span> <span class="n">user</span><span class="o">.</span><span class="n">setkey</span><span class="p">(</span><span class="s">"username"</span><span class="p">)</span> </pre></div> </div> <p>and you’ll need to add the new properties and the new “query” class to it like so:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">query</span> <span class="o">=</span> <span class="n">Class</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="s">"query"</span><span class="p">,</span> <span class="n">klass</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">name</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">url</span><span class="o">=</span><span class="n">String</span><span class="p">())</span> <span class="n">query</span><span class="o">.</span><span class="n">setkey</span><span class="p">(</span><span class="s">"name"</span><span class="p">)</span> <span class="c"># Note: roles is a comma-separated string of Role names</span> <span class="n">user</span> <span class="o">=</span> <span class="n">Class</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="s">"user"</span><span class="p">,</span> <span class="n">username</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">password</span><span class="o">=</span><span class="n">Password</span><span class="p">(),</span> <span class="n">address</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">realname</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">phone</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">organisation</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">alternate_addresses</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">queries</span><span class="o">=</span><span class="n">Multilink</span><span class="p">(</span><span class="s">'query'</span><span class="p">),</span> <span class="n">roles</span><span class="o">=</span><span class="n">String</span><span class="p">())</span> <span class="n">user</span><span class="o">.</span><span class="n">setkey</span><span class="p">(</span><span class="s">"username"</span><span class="p">)</span> </pre></div> </div> <p>The “queries” property is used to store off the user’s favourite database queries. The “roles” property is explained below in <a class="reference internal" href="#security-settings">0.5.0 Security Settings</a>.</p> </div> <div class="section" id="security-settings"> <h4><a class="toc-backref" href="#id82">0.5.0 Security Settings</a></h4> <p>See the <a class="reference external" href="security.html">security documentation</a> for an explanation of how the new security system works. In a nutshell though, the security is handled as a four step process:</p> <ol class="arabic simple"> <li>Permissions are defined as having a name and optionally a hyperdb class they’re specific to,</li> <li>Roles are defined that have one or more Permissions,</li> <li>Users are assigned Roles in their “roles” property, and finally</li> <li>Roundup checks that users have appropriate Permissions at appropriate times (like editing issues).</li> </ol> <p>Your tracker dbinit module’s <em>open</em> 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:</p> <div class="highlight-python"><div class="highlight"><pre><span class="kn">import</span> <span class="nn">detectors</span> <span class="n">detectors</span><span class="o">.</span><span class="n">init</span><span class="p">(</span><span class="n">db</span><span class="p">)</span> <span class="k">return</span> <span class="n">db</span> </pre></div> </div> <p>and what we need to do is insert some commands that will set up the security parameters. Right above the <tt class="docutils literal"><span class="pre">import</span> <span class="pre">detectors</span></tt> line, you’ll want to insert these lines:</p> <div class="highlight-python"><div class="highlight"><pre><span class="c">#</span> <span class="c"># SECURITY SETTINGS</span> <span class="c">#</span> <span class="c"># new permissions for this schema</span> <span class="k">for</span> <span class="n">cl</span> <span class="ow">in</span> <span class="s">'issue'</span><span class="p">,</span> <span class="s">'file'</span><span class="p">,</span> <span class="s">'msg'</span><span class="p">,</span> <span class="s">'user'</span><span class="p">:</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermission</span><span class="p">(</span><span class="n">name</span><span class="o">=</span><span class="s">"Edit"</span><span class="p">,</span> <span class="n">klass</span><span class="o">=</span><span class="n">cl</span><span class="p">,</span> <span class="n">description</span><span class="o">=</span><span class="s">"User is allowed to edit "</span><span class="o">+</span><span class="n">cl</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermission</span><span class="p">(</span><span class="n">name</span><span class="o">=</span><span class="s">"View"</span><span class="p">,</span> <span class="n">klass</span><span class="o">=</span><span class="n">cl</span><span class="p">,</span> <span class="n">description</span><span class="o">=</span><span class="s">"User is allowed to access "</span><span class="o">+</span><span class="n">cl</span><span class="p">)</span> <span class="c"># Assign the access and edit permissions for issue, file and message</span> <span class="c"># to regular users now</span> <span class="k">for</span> <span class="n">cl</span> <span class="ow">in</span> <span class="s">'issue'</span><span class="p">,</span> <span class="s">'file'</span><span class="p">,</span> <span class="s">'msg'</span><span class="p">:</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'View'</span><span class="p">,</span> <span class="n">cl</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'Edit'</span><span class="p">,</span> <span class="n">cl</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> <span class="c"># and give the regular users access to the web and email interface</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'Web Access'</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'Email Access'</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> <span class="c"># May users view other user information? Comment these lines out</span> <span class="c"># if you don't want them to</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'View'</span><span class="p">,</span> <span class="s">'user'</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'User'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> <span class="c"># Assign the appropriate permissions to the anonymous user's Anonymous</span> <span class="c"># Role. Choices here are:</span> <span class="c"># - Allow anonymous users to register through the web</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'Web Registration'</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'Anonymous'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> <span class="c"># - Allow anonymous (new) users to register through the email gateway</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'Email Registration'</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'Anonymous'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> <span class="c"># - Allow anonymous users access to the "issue" class of data</span> <span class="c"># Note: this also grants access to related information like files,</span> <span class="c"># messages, statuses etc that are linked to issues</span> <span class="c">#p = db.security.getPermission('View', 'issue')</span> <span class="c">#db.security.addPermissionToRole('Anonymous', p)</span> <span class="c"># - Allow anonymous users access to edit the "issue" class of data</span> <span class="c"># Note: this also grants access to create related information like</span> <span class="c"># files and messages etc that are linked to issues</span> <span class="c">#p = db.security.getPermission('Edit', 'issue')</span> <span class="c">#db.security.addPermissionToRole('Anonymous', p)</span> <span class="c"># oh, g'wan, let anonymous access the web interface too</span> <span class="n">p</span> <span class="o">=</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">getPermission</span><span class="p">(</span><span class="s">'Web Access'</span><span class="p">)</span> <span class="n">db</span><span class="o">.</span><span class="n">security</span><span class="o">.</span><span class="n">addPermissionToRole</span><span class="p">(</span><span class="s">'Anonymous'</span><span class="p">,</span> <span class="n">p</span><span class="p">)</span> </pre></div> </div> <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.</p> <p>One final change is needed that finishes off the security system’s initialisation. We need to add a call to <tt class="docutils literal"><span class="pre">db.post_init()</span></tt> at the end of the dbinit open() function. Add it like this:</p> <div class="highlight-python"><div class="highlight"><pre><span class="kn">import</span> <span class="nn">detectors</span> <span class="n">detectors</span><span class="o">.</span><span class="n">init</span><span class="p">(</span><span class="n">db</span><span class="p">)</span> <span class="c"># schema is set up - run any post-initialisation</span> <span class="n">db</span><span class="o">.</span><span class="n">post_init</span><span class="p">()</span> <span class="k">return</span> <span class="n">db</span> </pre></div> </div> <p>You may verify the setup of Permissions and Roles using the new “<tt class="docutils literal"><span class="pre">roundup-admin</span> <span class="pre">security</span></tt>” command.</p> </div> <div class="section" id="user-changes"> <h4><a class="toc-backref" href="#id83">0.5.0 User changes</a></h4> <p>To support all those schema changes, you’ll need to massage your user database a little too, to:</p> <ol class="arabic simple"> <li>make sure there’s an “anonymous” user - this user is mandatory now and is the one that unknown users are logged in as.</li> <li>make sure all users have at least one Role.</li> </ol> <p>If you don’t have the “anonymous” user, create it now with the command:</p> <div class="highlight-python"><pre>roundup-admin create user username=anonymous roles=Anonymous</pre> </div> <p>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 <tt class="docutils literal"><span class="pre">fixroles.py</span></tt> script in the tools directory will do this. Run it like so (where python is your python 2+ binary):</p> <div class="highlight-python"><pre>python tools/fixroles.py -i <tracker home> fixroles</pre> </div> </div> </div> <div class="section" id="cgi-interface-changes"> <h3><a class="toc-backref" href="#id84">0.5.0 CGI interface changes</a></h3> <p>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:</p> <div class="highlight-python"><div class="highlight"><pre><span class="kn">from</span> <span class="nn">roundup</span> <span class="kn">import</span> <span class="n">cgi_client</span><span class="p">,</span> <span class="n">mailgw</span> <span class="kn">from</span> <span class="nn">roundup.i18n</span> <span class="kn">import</span> <span class="n">_</span> <span class="k">class</span> <span class="nc">Client</span><span class="p">(</span><span class="n">cgi_client</span><span class="o">.</span><span class="n">Client</span><span class="p">):</span> <span class="sd">''' derives basic CGI implementation from the standard module,</span> <span class="sd"> with any specific extensions</span> <span class="sd"> '''</span> <span class="k">pass</span> </pre></div> </div> <p>to:</p> <div class="highlight-python"><div class="highlight"><pre><span class="kn">from</span> <span class="nn">roundup</span> <span class="kn">import</span> <span class="n">mailgw</span> <span class="kn">from</span> <span class="nn">roundup.cgi</span> <span class="kn">import</span> <span class="n">client</span> <span class="k">class</span> <span class="nc">Client</span><span class="p">(</span><span class="n">client</span><span class="o">.</span><span class="n">Client</span><span class="p">):</span> <span class="sd">''' derives basic CGI implementation from the standard module,</span> <span class="sd"> with any specific extensions</span> <span class="sd"> '''</span> <span class="k">pass</span> </pre></div> </div> <p>You will also need to install the new version of roundup.cgi from the source cgi-bin directory if you’re using it.</p> </div> <div class="section" id="html-templating"> <h3><a class="toc-backref" href="#id85">0.5.0 HTML templating</a></h3> <p>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.</p> <p>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, <a class="reference external" href="http://roundup.sf.net/">http://roundup.sf.net/</a>)</p> </div> <div class="section" id="detectors"> <h3><a class="toc-backref" href="#id86">0.5.0 Detectors</a></h3> <p>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 :)</p> </div> </div> <div class="section" id="migrating-from-0-4-1-to-0-4-2"> <h2><a class="toc-backref" href="#id87">Migrating from 0.4.1 to 0.4.2</a></h2> <div class="section" id="id8"> <h3><a class="toc-backref" href="#id88">0.4.2 Configuration</a></h3> <p>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.</p> <p>The new configuration variables are:</p> <ul class="simple"> <li>EMAIL_KEEP_QUOTED_TEXT</li> <li>EMAIL_LEAVE_BODY_UNCHANGED</li> <li>ADD_RECIPIENTS_TO_NOSY</li> </ul> <p>See the sample configuration files in:</p> <div class="highlight-python"><pre><roundup source>/roundup/templates/classic/instance_config.py</pre> </div> <p>and:</p> <div class="highlight-python"><pre><roundup source>/roundup/templates/extended/instance_config.py</pre> </div> <p>and the <a class="reference external" href="customizing.html">customisation documentation</a> for information on how they’re used.</p> </div> <div class="section" id="changes-to-detectors"> <h3><a class="toc-backref" href="#id89">0.4.2 Changes to detectors</a></h3> <p>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:</p> <div class="highlight-python"><pre><roundup source>/roundup/templates/classic/detectors/</pre> </div> <p>If you used the extended schema, the detectors are in:</p> <div class="highlight-python"><pre><roundup source>/roundup/templates/extended/detectors/</pre> </div> <p>The change means that schema-specific code has been removed from the mail gateway and cgi interface and made into auditors:</p> <ul class="simple"> <li>nosyreactor.py has now got an updatenosy auditor which updates the nosy list with author, recipient and assignedto information.</li> <li>statusauditor.py makes the unread or resolved -> chatting changes and presets the status of an issue to unread.</li> </ul> <p>There’s also a bug or two fixed in the nosyreactor code.</p> </div> <div class="section" id="html-templating-changes"> <h3><a class="toc-backref" href="#id90">0.4.2 HTML templating changes</a></h3> <p>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:</p> <div class="highlight-python"><pre><td> <display call="field('superseder', showid=1)"> <display call="classhelp('issue', 'id,title', label='list', width=500)"> <property name="superseder"> <br>View: <display call="link('superseder', showid=1)"> </property> </td></pre> </div> <p>The stylesheets have been cleaned up too. You may want to use the newer versions in:</p> <div class="highlight-python"><pre><roundup source>/roundup/templates/<template>/html/default.css</pre> </div> </div> </div> <div class="section" id="migrating-from-0-4-0-to-0-4-1"> <h2><a class="toc-backref" href="#id91">Migrating from 0.4.0 to 0.4.1</a></h2> <div class="section" id="files-storage"> <h3><a class="toc-backref" href="#id92">0.4.1 Files storage</a></h3> <p>Messages and files from newly created issues will be put into subdierectories in thousands e.g. msg123 will be put into files/msg/0/msg123, file2003 will go into files/file/2/file2003. Previous messages are still found, but could be put into this structure.</p> </div> <div class="section" id="id9"> <h3><a class="toc-backref" href="#id93">0.4.1 Configuration</a></h3> <p>To allow more fine-grained access control, the variable used to check permission to auto-register users in the mail gateway is now called ANONYMOUS_REGISTER_MAIL rather than overloading ANONYMOUS_REGISTER. If the variable doesn’t exist, then ANONYMOUS_REGISTER is tested as before.</p> <p>Configuring the links in the web header is now easier too. The following variables have been added to the classic instance_config.py:</p> <div class="highlight-python"><pre>HEADER_INDEX_LINKS - defines the "index" links to be made available HEADER_ADD_LINKS - defines the "add" links DEFAULT_INDEX - specifies the index view for DEFAULT UNASSIGNED_INDEX - specifies the index view for UNASSIGNED USER_INDEX - specifies the index view for USER</pre> </div> <p>See the <roundup source>/roundup/templates/classic/instance_config.py for more information - including how the variables are to be set up. Most users will just be able to copy the variables from the source to their instance home. If you’ve modified the header by changing the source of the interfaces.py file in the instance home, you’ll need to remove that customisation and move it into the appropriate variables in instance_config.py.</p> <p>The extended schema has similar variables added too - see the source for more info.</p> </div> <div class="section" id="alternate-e-mail-addresses"> <h3><a class="toc-backref" href="#id94">0.4.1 Alternate E-Mail Addresses</a></h3> <p>If you add the property “alternate_addresses” to your user class, your users will be able to register alternate email addresses that they may use to communicate with roundup as. All email from roundup will continue to be sent to their primary address.</p> <p>If you have not edited the dbinit.py file in your instance home directory, you may simply copy the new dbinit.py file from the core code. If you used the classic schema, the interfaces file is in:</p> <div class="highlight-python"><pre><roundup source>/roundup/templates/classic/dbinit.py</pre> </div> <p>If you used the extended schema, the file is in:</p> <div class="highlight-python"><pre><roundup source>/roundup/templates/extended/dbinit.py</pre> </div> <p>If you have modified your dbinit.py file, you need to edit the dbinit.py file in your instance home directory. Find the lines which define the user class:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">user</span> <span class="o">=</span> <span class="n">Class</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="s">"msg"</span><span class="p">,</span> <span class="n">username</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">password</span><span class="o">=</span><span class="n">Password</span><span class="p">(),</span> <span class="n">address</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">realname</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">phone</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">organisation</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">alternate_addresses</span><span class="o">=</span><span class="n">String</span><span class="p">())</span> </pre></div> </div> <p>You will also want to add the property to the user’s details page. The template for this is the “user.item” file in your instance home “html” directory. Similar to above, you may copy the file from the roundup source if you haven’t modified it. Otherwise, add the following to the template:</p> <div class="highlight-python"><pre><display call="multiline('alternate_addresses')"></pre> </div> <p>with appropriate labelling etc. See the standard template for an idea.</p> </div> </div> <div class="section" id="migrating-from-0-3-x-to-0-4-0"> <h2><a class="toc-backref" href="#id95">Migrating from 0.3.x to 0.4.0</a></h2> <div class="section" id="message-id-and-in-reply-to-addition"> <h3><a class="toc-backref" href="#id96">0.4.0 Message-ID and In-Reply-To addition</a></h3> <p>0.4.0 adds the tracking of messages by message-id and allows threading using in-reply-to. Most e-mail clients support threading using this feature, and we hope to add support for it to the web gateway. If you have not edited the dbinit.py file in your instance home directory, you may simply copy the new dbinit.py file from the core code. If you used the classic schema, the interfaces file is in:</p> <div class="highlight-python"><pre><roundup source>/roundup/templates/classic/dbinit.py</pre> </div> <p>If you used the extended schema, the file is in:</p> <div class="highlight-python"><pre><roundup source>/roundup/templates/extended/dbinit.py</pre> </div> <p>If you have modified your dbinit.py file, you need to edit the dbinit.py file in your instance home directory. Find the lines which define the msg class:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">msg</span> <span class="o">=</span> <span class="n">FileClass</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="s">"msg"</span><span class="p">,</span> <span class="n">author</span><span class="o">=</span><span class="n">Link</span><span class="p">(</span><span class="s">"user"</span><span class="p">),</span> <span class="n">recipients</span><span class="o">=</span><span class="n">Multilink</span><span class="p">(</span><span class="s">"user"</span><span class="p">),</span> <span class="n">date</span><span class="o">=</span><span class="n">Date</span><span class="p">(),</span> <span class="n">summary</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">files</span><span class="o">=</span><span class="n">Multilink</span><span class="p">(</span><span class="s">"file"</span><span class="p">))</span> </pre></div> </div> <p>and add the messageid and inreplyto properties like so:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">msg</span> <span class="o">=</span> <span class="n">FileClass</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="s">"msg"</span><span class="p">,</span> <span class="n">author</span><span class="o">=</span><span class="n">Link</span><span class="p">(</span><span class="s">"user"</span><span class="p">),</span> <span class="n">recipients</span><span class="o">=</span><span class="n">Multilink</span><span class="p">(</span><span class="s">"user"</span><span class="p">),</span> <span class="n">date</span><span class="o">=</span><span class="n">Date</span><span class="p">(),</span> <span class="n">summary</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">files</span><span class="o">=</span><span class="n">Multilink</span><span class="p">(</span><span class="s">"file"</span><span class="p">),</span> <span class="n">messageid</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">inreplyto</span><span class="o">=</span><span class="n">String</span><span class="p">())</span> </pre></div> </div> <p>Also, configuration is being cleaned up. This means that your dbinit.py will also need to be changed in the open function. If you haven’t changed your dbinit.py, the above copy will be enough. If you have, you’ll need to change the line (round line 50):</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">db</span> <span class="o">=</span> <span class="n">Database</span><span class="p">(</span><span class="n">instance_config</span><span class="o">.</span><span class="n">DATABASE</span><span class="p">,</span> <span class="n">name</span><span class="p">)</span> </pre></div> </div> <p>to:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">db</span> <span class="o">=</span> <span class="n">Database</span><span class="p">(</span><span class="n">instance_config</span><span class="p">,</span> <span class="n">name</span><span class="p">)</span> </pre></div> </div> </div> <div class="section" id="id10"> <h3><a class="toc-backref" href="#id97">0.4.0 Configuration</a></h3> <p><tt class="docutils literal"><span class="pre">TRACKER_NAME</span></tt> and <tt class="docutils literal"><span class="pre">EMAIL_SIGNATURE_POSITION</span></tt> have been added to the instance_config.py. The simplest solution is to copy the default values from template in the core source.</p> <p>The mail gateway now checks <tt class="docutils literal"><span class="pre">ANONYMOUS_REGISTER</span></tt> to see if unknown users are to be automatically registered with the tracker. If it is set to “deny” then unknown users will not have access. If it is set to “allow” they will be automatically registered with the tracker.</p> </div> <div class="section" id="cgi-script-roundup-cgi"> <h3><a class="toc-backref" href="#id98">0.4.0 CGI script roundup.cgi</a></h3> <p>The CGI script has been updated with some features and a bugfix, so you should copy it from the roundup cgi-bin source directory again. Make sure you update the ROUNDUP_INSTANCE_HOMES after the copy.</p> </div> <div class="section" id="nosy-reactor"> <h3><a class="toc-backref" href="#id99">0.4.0 Nosy reactor</a></h3> <p>The nosy reactor has also changed - copy the nosyreactor.py file from the core source:</p> <div class="highlight-python"><pre><roundup source>/roundup/templates/<template>/detectors/nosyreactor.py</pre> </div> <p>to your instance home “detectors” directory.</p> </div> <div class="section" id="id11"> <h3><a class="toc-backref" href="#id100">0.4.0 HTML templating</a></h3> <p>The field() function was incorrectly implemented - links and multilinks now display as text fields when rendered using field(). To display a menu (drop- down or select box) you need to use the menu() function.</p> </div> </div> <div class="section" id="migrating-from-0-2-x-to-0-3-x"> <h2><a class="toc-backref" href="#id101">Migrating from 0.2.x to 0.3.x</a></h2> <div class="section" id="x-cookie-authentication-changes"> <h3><a class="toc-backref" href="#id102">0.3.x Cookie Authentication changes</a></h3> <p>0.3.0 introduces cookie authentication - you will need to copy the interfaces.py file from the roundup source to your instance home to enable authentication. If you used the classic schema, the interfaces file is in:</p> <div class="highlight-python"><pre><roundup source>/roundup/templates/classic/interfaces.py</pre> </div> <p>If you used the extended schema, the file is in:</p> <div class="highlight-python"><pre><roundup source>/roundup/templates/extended/interfaces.py</pre> </div> <p>If you have modified your interfaces.Client class, you will need to take note of the login/logout functionality provided in roundup.cgi_client.Client (classic schema) or roundup.cgi_client.ExtendedClient (extended schema) and modify your instance code apropriately.</p> </div> <div class="section" id="x-password-encoding"> <h3><a class="toc-backref" href="#id103">0.3.x Password encoding</a></h3> <p>This release also introduces encoding of passwords in the database. If you have not edited the dbinit.py file in your instance home directory, you may simply copy the new dbinit.py file from the core code. If you used the classic schema, the interfaces file is in:</p> <div class="highlight-python"><pre><roundup source>/roundup/templates/classic/dbinit.py</pre> </div> <p>If you used the extended schema, the file is in:</p> <div class="highlight-python"><pre><roundup source>/roundup/templates/extended/dbinit.py</pre> </div> <p>If you have modified your dbinit.py file, you may use encoded passwords:</p> <ol class="arabic"> <li><p class="first">Edit the dbinit.py file in your instance home directory a. At the first code line of the open() function:</p> <div class="highlight-python"><pre> from roundup.hyperdb import String, Date, Link, Multilink alter to include Password, as so:: from roundup.hyperdb import String, Password, Date, Link, Multilink</pre> </div> <ol class="loweralpha" start="2"> <li><p class="first">Where the password property is defined (around line 66):</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">user</span> <span class="o">=</span> <span class="n">Class</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="s">"user"</span><span class="p">,</span> <span class="n">username</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">password</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">address</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">realname</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">phone</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">organisation</span><span class="o">=</span><span class="n">String</span><span class="p">())</span> <span class="n">user</span><span class="o">.</span><span class="n">setkey</span><span class="p">(</span><span class="s">"username"</span><span class="p">)</span> </pre></div> </div> <p>alter the “password=String()” to “password=Password()”:</p> <div class="highlight-python"><div class="highlight"><pre><span class="n">user</span> <span class="o">=</span> <span class="n">Class</span><span class="p">(</span><span class="n">db</span><span class="p">,</span> <span class="s">"user"</span><span class="p">,</span> <span class="n">username</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">password</span><span class="o">=</span><span class="n">Password</span><span class="p">(),</span> <span class="n">address</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">realname</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">phone</span><span class="o">=</span><span class="n">String</span><span class="p">(),</span> <span class="n">organisation</span><span class="o">=</span><span class="n">String</span><span class="p">())</span> <span class="n">user</span><span class="o">.</span><span class="n">setkey</span><span class="p">(</span><span class="s">"username"</span><span class="p">)</span> </pre></div> </div> </li> </ol> </li> <li><p class="first">Any existing passwords in the database will remain cleartext until they are edited. It is recommended that at a minimum the admin password be changed immediately:</p> <div class="highlight-python"><pre>roundup-admin -i <instance home> set user1 password=<new password></pre> </div> </li> </ol> </div> <div class="section" id="x-configuration"> <h3><a class="toc-backref" href="#id104">0.3.x Configuration</a></h3> <p>FILTER_POSITION, ANONYMOUS_ACCESS, ANONYMOUS_REGISTER have been added to the instance_config.py. Simplest solution is to copy the default values from template in the core source.</p> <p>MESSAGES_TO_AUTHOR has been added to the IssueClass in dbinit.py. Set to ‘yes’ to send nosy messages to the author. Default behaviour is to not send nosy messages to the author. You will need to add MESSAGES_TO_AUTHOR to your dbinit.py in your instance home.</p> </div> <div class="section" id="x-cgi-script-roundup-cgi"> <h3><a class="toc-backref" href="#id105">0.3.x CGI script roundup.cgi</a></h3> <p>There have been some structural changes to the roundup.cgi script - you will need to install it again from the cgi-bin directory of the source distribution. Make sure you update the ROUNDUP_INSTANCE_HOMES after the copy.</p> </div> </div> </div> <div class="related related-bottom"> <ul> <li class="right" style="margin-right: 10px"> <a href="genindex.html" title="General Index" accesskey="I">index</a></li> <li class="right" > <a href="FAQ.html" title="Roundup FAQ" accesskey="N">next</a></li> <li class="right" > <a href="installation.html" title="Installing Roundup" accesskey="P">previous</a></li> <li><a href="index.html">Roundup v1.4 documentation</a></li> </ul> </div> </div> <div class="footer"> © Copyright 2009, Richard Jones. <p class="source"><a href="_sources/upgrading.txt" rel="nofollow">source</a></p> </div> </body> </html>