22User Guide
33==========
44
5- :Version: $Revision: 1.7 $
5+ :Version: $Revision: 1.8 $
66
77.. contents::
88
99Note: this document will refer to *issues* as the primary store of information
1010in the tracker. This is the default of the classic template, bubt may vary in
1111any given installation.
1212
13+ Your Tracker in a Nutshell
14+ ==========================
15+
16+ Your tracker holds information about issues in bundles we call *items*. An
17+ item may be an *issue* (a bug or feature request) or a *user*. The issue-ness or
18+ user-ness is called the item's *class*. So, for bug reports and features, the
19+ class is "issue", and for users the class is "user".
20+
21+ Each item in the tracker has an id number that identifies it along with its
22+ item class. To identify a particular issue or user, we combine the class with
23+ the number to create a unique label, so that user 1 (who, incidentally, is
24+ *always* the "admin" user) is referred to as "user1". Issue number 315 is
25+ referred to as "issue315". We call that label the item's *designator*.
26+
27+ Accessing the Tracker
28+ ---------------------
29+
30+ You may access your tracker through one of three ways:
31+
32+ 1. through the `web interface`_,
33+ 2. through the `e-mail gateway`_, or
34+ 3. using the `command line tool`_.
35+
36+ The last is usually only used by administrators. Most users will use the web
37+ and email interfaces. All three are explained below.
38+
39+
1340Web Interface
14- -------------
41+ =============
42+
43+ Note: this document contains screenshots of the default look and feel. Your
44+ site may have a slightly (or very) different look, but the functionality will
45+ be very similar, and the concepts still hold.
46+
47+ The web interface is broken up into the following parts:
48+
49+ 1. `lists of items`_,
50+ 2. `display, edit or entry of an item`_, and
51+ 3. `searching page`_.
52+
53+
54+ Lists of Items
55+ --------------
56+
57+ The first thing you'll see when you log into Roundup will be a list of open
58+ (ie. not resolved) issues. This list has been generated by a bunch of controls
59+ `under the covers`_ but for now, you can see something like:
60+
61+ .. img: images/index_logged_out.png
62+
63+ The screen is divided up into three sections:
64+
65+ .. img: images/page_layout.png
66+
67+ you may either register or log in. Registration takes you to:
68+
69+ .. img: images/registration.png
70+
71+ Once you're logged in, the screen changes slightly to:
72+
73+ .. img: images/index_logged_in.png
74+
75+ Note that the sidebar menu has changed slightly, so you can now get to your
76+ "My Details" page:
77+
78+ .. img: images/my_details.png
79+
80+ Note the new information on this page - the history.
81+
82+ Create a new issue with "create new" under the issue subheading. This will
83+ take you to:
84+
85+ .. img: images/new_issue.png
86+
87+ Enter some information and click "submit new entry" and you'll be rewarded
88+ with:
89+
90+ .. img: images/new_issue_created.png
91+
92+ or, if you don't enter all the required information (or some other error
93+ occurs) you'll get something like:
94+
95+ .. img: images/new_issue_error.png
96+
97+ Searching
98+ ---------
99+
100+ TODO: some information about how searching works
101+
102+
103+ Under the covers
104+ ----------------
15105
16106Index views may be modified by the following arguments:
17107
@@ -30,24 +120,18 @@ propname selects the values the item properties given by propname
30120 must have (very basic search/filter).
31121========== =============================================================
32122
33- Searching
34- ~~~~~~~~~
35-
36- TODO: some information about how searching works
37-
38-
39123Access Controls
40- ~~~~~~~~~~~~~~~
124+ ---------------
41125
42126
43127Managing Issues
44- ~~~~~~~~~~~~~~~
128+ ---------------
45129
46130TODO: some mention of how the various widgets work
47131
48132
49133E-Mail Gateway
50- --------------
134+ ==============
51135
52136E-mail sent to Roundup is examined for several pieces of information:
53137
@@ -56,7 +140,7 @@ E-mail sent to Roundup is examined for several pieces of information:
561403. e-mail attachments which should be associated with the message
57141
58142Subject-line information
59- ~~~~~~~~~~~~~~~~~~~~~~~~
143+ ------------------------
60144
61145The subject line of the incoming message is examined to find one of:
62146
@@ -84,7 +168,7 @@ item of the default class, and if there's a match, the message is related to
84168that matched item. If not, then a new item of the default class is created.
85169
86170Setting Properties
87- ::::::::::::::::::
171+ ~~~~~~~~~~~~~~~~~~
88172
89173The e-mail interface also provides a simple way to set properties on items. At
90174the end of the subject line, propname=value pairs can be specified in square
113197
114198
115199E-Mail Message Content
116- ~~~~~~~~~~~~~~~~~~~~~~
200+ ----------------------
117201
118202Roundup only associates plain text (MIME type ``text/plain``) as messages for
119203items. Any other parts of a message are associated as downloadable files. If
@@ -134,7 +218,7 @@ sections, then these will be stripped out of the message if the
134218``EMAIL_KEEP_QUOTED_TEXT`` configuration variable is set to ``'no'``.
135219
136220Message summary
137- :::::::::::::::
221+ ~~~~~~~~~~~~~~~
138222
139223The "summary" property on message items is taken from the first non-quoting
140224section in the message body. The message body is divided into sections by blank
@@ -144,7 +228,7 @@ non-quoting section becomes the summary of the message.
144228
145229
146230Address handling
147- ~~~~~~~~~~~~~~~~
231+ ----------------
148232
149233All of the addresses in the ``To:`` and ``Cc:`` headers of the incoming
150234message are
@@ -172,7 +256,7 @@ the message may be added to the `nosy list`_ depending on:
172256
173257
174258Nosy List
175- :::::::::
259+ ~~~~~~~~~
176260
177261The nosy list watches for additions to the "messages" property of items.
178262When a new message is added, it is sent to all the users
@@ -188,7 +272,7 @@ to determine if they get a nosy list copy of the message too.
188272
189273
190274Command Line Tool
191- -----------------
275+ =================
192276
193277The basic usage is::
194278
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