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Richard Jones
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half-backed cleaning up of user guide
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doc/user_guide.txt

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User Guide
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==========
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:Version: $Revision: 1.7 $
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:Version: $Revision: 1.8 $
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.. contents::
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Note: this document will refer to *issues* as the primary store of information
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in the tracker. This is the default of the classic template, bubt may vary in
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any given installation.
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Your Tracker in a Nutshell
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==========================
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Your tracker holds information about issues in bundles we call *items*. An
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item may be an *issue* (a bug or feature request) or a *user*. The issue-ness or
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user-ness is called the item's *class*. So, for bug reports and features, the
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class is "issue", and for users the class is "user".
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Each item in the tracker has an id number that identifies it along with its
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item class. To identify a particular issue or user, we combine the class with
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the number to create a unique label, so that user 1 (who, incidentally, is
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*always* the "admin" user) is referred to as "user1". Issue number 315 is
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referred to as "issue315". We call that label the item's *designator*.
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Accessing the Tracker
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---------------------
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You may access your tracker through one of three ways:
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1. through the `web interface`_,
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2. through the `e-mail gateway`_, or
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3. using the `command line tool`_.
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The last is usually only used by administrators. Most users will use the web
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and email interfaces. All three are explained below.
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Web Interface
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-------------
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=============
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Note: this document contains screenshots of the default look and feel. Your
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site may have a slightly (or very) different look, but the functionality will
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be very similar, and the concepts still hold.
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The web interface is broken up into the following parts:
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1. `lists of items`_,
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2. `display, edit or entry of an item`_, and
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3. `searching page`_.
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Lists of Items
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--------------
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The first thing you'll see when you log into Roundup will be a list of open
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(ie. not resolved) issues. This list has been generated by a bunch of controls
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`under the covers`_ but for now, you can see something like:
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.. img: images/index_logged_out.png
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The screen is divided up into three sections:
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.. img: images/page_layout.png
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you may either register or log in. Registration takes you to:
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.. img: images/registration.png
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Once you're logged in, the screen changes slightly to:
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.. img: images/index_logged_in.png
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Note that the sidebar menu has changed slightly, so you can now get to your
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"My Details" page:
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.. img: images/my_details.png
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Note the new information on this page - the history.
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Create a new issue with "create new" under the issue subheading. This will
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take you to:
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.. img: images/new_issue.png
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Enter some information and click "submit new entry" and you'll be rewarded
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with:
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.. img: images/new_issue_created.png
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or, if you don't enter all the required information (or some other error
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occurs) you'll get something like:
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.. img: images/new_issue_error.png
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Searching
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---------
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TODO: some information about how searching works
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Under the covers
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----------------
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Index views may be modified by the following arguments:
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must have (very basic search/filter).
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========== =============================================================
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Searching
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~~~~~~~~~
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TODO: some information about how searching works
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Access Controls
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~~~~~~~~~~~~~~~
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---------------
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Managing Issues
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~~~~~~~~~~~~~~~
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---------------
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TODO: some mention of how the various widgets work
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E-Mail Gateway
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--------------
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==============
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E-mail sent to Roundup is examined for several pieces of information:
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3. e-mail attachments which should be associated with the message
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Subject-line information
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~~~~~~~~~~~~~~~~~~~~~~~~
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------------------------
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The subject line of the incoming message is examined to find one of:
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that matched item. If not, then a new item of the default class is created.
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Setting Properties
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::::::::::::::::::
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~~~~~~~~~~~~~~~~~~
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The e-mail interface also provides a simple way to set properties on items. At
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the end of the subject line, propname=value pairs can be specified in square
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E-Mail Message Content
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~~~~~~~~~~~~~~~~~~~~~~
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----------------------
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Roundup only associates plain text (MIME type ``text/plain``) as messages for
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items. Any other parts of a message are associated as downloadable files. If
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``EMAIL_KEEP_QUOTED_TEXT`` configuration variable is set to ``'no'``.
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Message summary
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~~~~~~~~~~~~~~~
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The "summary" property on message items is taken from the first non-quoting
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section in the message body. The message body is divided into sections by blank
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Address handling
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All of the addresses in the ``To:`` and ``Cc:`` headers of the incoming
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message are
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Nosy List
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~~~~~~~~~
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The nosy list watches for additions to the "messages" property of items.
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When a new message is added, it is sent to all the users
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Command Line Tool
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=================
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The basic usage is::
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