More cleaning up of configuration, and the "instance" -> "tracker"

[roundup.git] / doc / upgrading.txt

======================================
Upgrading to newer versions of Roundup
======================================

Please read each section carefully and edit your tracker home files
accordingly.

.. contents::

Migrating from 0.4.x to 0.5.0
=============================

This has been a fairly major revision of Roundup:

1. 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)!
2. The database backed got a lot more flexible, allowing Metakit and SQL
   databases! The only SQL database implemented at present is gadfly, but
   others shouldn't be a whole lot more work.
3. 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.
4. Journalling has been made less storage-hungry, so has been turned on
   by default *except* for author, recipient and nosy link/unlink events. You
   are advised to turn it off in your trackers too.
5. We've changed the terminology from "instance" to "tracker", to ease the
   learning curve/impact for new users.
6. Because of the above changes, the tracker configuration has seen some
   major changes. See below for the details.

Please, **back up your database** 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.


0.5.0 Configuration
-------------------

First up, rename your ``instance_config.py`` file to just ``config.py``.

Then edit your tracker's ``__init__.py`` module. It'll currently look
like this::

 from instance_config import *
 try:
     from dbinit import *
 except ImportError:
     pass # in installdir (probably :)
 from interfaces import *

and it needs to be::

 import config
 from dbinit import open, init
 from interfaces import Client, MailGW

Due to the new templating having a top-level ``page`` that defines links for
searching, indexes, adding items etc, the following variables are no longer
used:

- HEADER_INDEX_LINKS
- HEADER_ADD_LINKS
- HEADER_SEARCH_LINKS
- SEARCH_FILTERS
- DEFAULT_INDEX
- UNASSIGNED_INDEX
- USER_INDEX
- ISSUE_FILTER

The new security implementation will require additions to the dbinit module,
but also removes the need for the following tracker config variables:

- ANONYMOUS_ACCESS
- ANONYMOUS_REGISTER

but requires two new variables which define the Roles assigned to users who
register through the web and e-mail interfaces:

- NEW_WEB_USER_ROLES
- NEW_EMAIL_USER_ROLES

in both cases, 'User' is a good initial setting. To emulate
``ANONYMOUS_ACCESS='deny'``, remove all "View" Permissions from the
"Anonymous" Role. To emulate ``ANONYMOUS_REGISTER='deny'``, remove the "Web
Registration" and/or the "Email Registration" Permission from the "Anonymous"
Role. See the section on customising security in the `customisation
documentation`_ for more information.

Finally, the following config variables have been renamed to make more sense:

- INSTANCE_HOME -> TRACKER_HOME
- INSTANCE_NAME -> TRACKER_NAME
- ISSUE_TRACKER_WEB -> TRACKER_WEB
- ISSUE_TRACKER_EMAIL -> TRACKER_EMAIL


0.5.0 Schema Specification
--------------------------

0.5.0 Database backend changes
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Your select_db module in your tracker has changed a fair bit. Where it used
to contain::

 # WARNING: DO NOT EDIT THIS FILE!!!
 from roundup.backends.back_anydbm import Database

it must now contain::

 # WARNING: DO NOT EDIT THIS FILE!!!
 from roundup.backends.back_anydbm import Database, Class, FileClass, IssueClass

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::

 import instance_config
 from roundup import roundupdb
 from select_db import Database

 from roundup.roundupdb import Class, FileClass

 class Database(roundupdb.Database, select_db.Database):
     ''' Creates a hybrid database from:
          . the selected database back-end from select_db
          . the roundup extensions from roundupdb
     '''
     pass

 class IssueClass(roundupdb.IssueClass):
     ''' issues need the email information
     '''
     pass

to::

 import config
 from select_db import Database, Class, FileClass, IssueClass

Yes, remove the Database and IssueClass definitions and those other imports.
They're not needed any more!

Look for places in dbinit.py where ``instance_config`` is used too, and
rename them ``config``.


0.5.0 Journalling changes
~~~~~~~~~~~~~~~~~~~~~~~~~

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 ``do_journal='no'`` to the Class
initialisation in your dbinit. For example, your *msg* class initialisation
probably looks like this::

    msg = FileClass(db, "msg",
                    author=Link("user"), recipients=Multilink("user"),
                    date=Date(),         summary=String(),
                    files=Multilink("file"),
                    messageid=String(),  inreplyto=String())

to turn off journalling of author and recipient link events, add
``do_journal='no'`` to the ``author=Link("user")`` part of the statement,
like so::

    msg = FileClass(db, "msg",
                    author=Link("user", do_journal='no'),
                    recipients=Multilink("user", do_journal='no'),
                    date=Date(),         summary=String(),
                    files=Multilink("file"),
                    messageid=String(),  inreplyto=String())

Nosy list link event journalling is actually turned off by default now. If you
want to turn it onn, change to your issue class' nosy list, change its
definition from::

    issue = IssueClass(db, "issue",
                    assignedto=Link("user"), topic=Multilink("keyword"),
                    priority=Link("priority"), status=Link("status"))

to::

    issue = IssueClass(db, "issue", nosy=Multilink("user", do_journal='yes'),
                    assignedto=Link("user"), topic=Multilink("keyword"),
                    priority=Link("priority"), status=Link("status"))

noting that your definition of the nosy Multilink will override the normal one.


0.5.0 User schema changes
~~~~~~~~~~~~~~~~~~~~~~~~~

Users have two more properties, "queries" and "roles". You'll have something
like this in your dbinit module now::

    user = Class(db, "user",
                    username=String(),   password=Password(),
                    address=String(),    realname=String(),
                    phone=String(),      organisation=String(),
                    alternate_addresses=String())
    user.setkey("username")

and you'll need to add the new properties and the new "query" class to it
like so::

    query = Class(db, "query",
                    klass=String(),     name=String(),
                    url=String())
    query.setkey("name")

    # Note: roles is a comma-separated string of Role names
    user = Class(db, "user",
                    username=String(),   password=Password(),
                    address=String(),    realname=String(),
                    phone=String(),      organisation=String(),
                    alternate_addresses=String(),
                    queries=Multilink('query'), roles=String())
    user.setkey("username")

The "queries" property is used to store off the user's favourite database
queries. The "roles" property is explained below in `0.5.0 Security
Settings`_.


0.5.0 Security Settings
~~~~~~~~~~~~~~~~~~~~~~~

See the `security documentation`_ for an explanation of how the new security
system works. In a nutshell though, the security is handled as a four step
process:

1. Permissions are defined as having a name and optionally a hyperdb class
   they're specific to,
2. Roles are defined that have one or more Permissions,
3. Users are assigned Roles in their "roles" property, and finally
4. Roundup checks that users have appropriate Permissions at appropriate times
   (like editing issues).

Your tracker dbinit module's *open* 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::

    import detectors
    detectors.init(db)

    return db

and what we need to do is insert some commands that will set up the security
parameters. Right above the ``import detectors`` line, you'll want to insert
these lines::

    #
    # SECURITY SETTINGS
    #
    # new permissions for this schema
    for cl in 'issue', 'file', 'msg', 'user':
        db.security.addPermission(name="Edit", klass=cl,
            description="User is allowed to edit "+cl)
        db.security.addPermission(name="View", klass=cl,
            description="User is allowed to access "+cl)

    # Assign the access and edit permissions for issue, file and message
    # to regular users now
    for cl in 'issue', 'file', 'msg':
        p = db.security.getPermission('View', cl)
        db.security.addPermissionToRole('User', p)
        p = db.security.getPermission('Edit', cl)
        db.security.addPermissionToRole('User', p)
    # and give the regular users access to the web and email interface
    p = db.security.getPermission('Web Access')
    db.security.addPermissionToRole('User', p)
    p = db.security.getPermission('Email Access')
    db.security.addPermissionToRole('User', p)

    # May users view other user information? Comment these lines out
    # if you don't want them to
    p = db.security.getPermission('View', 'user')
    db.security.addPermissionToRole('User', p)

    # Assign the appropriate permissions to the anonymous user's Anonymous
    # Role. Choices here are:
    # - Allow anonymous users to register through the web
    p = db.security.getPermission('Web Registration')
    db.security.addPermissionToRole('Anonymous', p)
    # - Allow anonymous (new) users to register through the email gateway
    p = db.security.getPermission('Email Registration')
    db.security.addPermissionToRole('Anonymous', p)
    # - Allow anonymous users access to the "issue" class of data
    #   Note: this also grants access to related information like files,
    #         messages, statuses etc that are linked to issues
    #p = db.security.getPermission('View', 'issue')
    #db.security.addPermissionToRole('Anonymous', p)
    # - Allow anonymous users access to edit the "issue" class of data
    #   Note: this also grants access to create related information like
    #         files and messages etc that are linked to issues
    #p = db.security.getPermission('Edit', 'issue')
    #db.security.addPermissionToRole('Anonymous', p)

    # oh, g'wan, let anonymous access the web interface too
    p = db.security.getPermission('Web Access')
    db.security.addPermissionToRole('Anonymous', 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.

One final change is needed that finishes off the security system's
initialisation. We need to add a call to ``db.post_init()`` at the end of the
dbinit open() function. Add it like this::

    import detectors
    detectors.init(db)

    # schema is set up - run any post-initialisation
    db.post_init()
    return db

You may verify the setup of Permissions and Roles using the new
"``roundup-admin security``" command.


0.5.0 User changes
~~~~~~~~~~~~~~~~~~

To support all those schema changes, you'll need to massage your user database
a little too, to:

1. make sure there's an "anonymous" user - this user is mandatory now and is
   the one that unknown users are logged in as.
2. make sure all users have at least one Role.

If you don't have the "anonymous" user, create it now with the command::

  roundup-admin create user username=anonymous roles=Anonymous

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 ``fixroles.py`` script in the tools directory
will do this. Run it like so (where python is your python 2+ binary)::

  python tools/fixroles.py -i <tracker home>



0.5.0 CGI interface changes
---------------------------

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::

 from roundup import mailgw
 from roundup.cgi import client
 
 class Client(client.Client): 
     ''' derives basic CGI implementation from the standard module,
         with any specific extensions
     '''
     pass

to::

 from roundup import cgi_client, mailgw
 from roundup.i18n import _
 
 class Client(cgi_client.Client):
     ''' derives basic CGI implementation from the standard module,
         with any specific extensions
     '''
     pass

You will also need to install the new version of roundup.cgi from the source
cgi-bin directory if you're using it.


0.5.0 HTML templating
---------------------

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.

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, http://roundup.sf.net/)


0.5.0 Detectors
---------------

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 :)


Migrating from 0.4.1 to 0.4.2
=============================

0.4.2 Configuration
-------------------
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.

The new configuration variables are:

- EMAIL_KEEP_QUOTED_TEXT 
- EMAIL_LEAVE_BODY_UNCHANGED
- ADD_RECIPIENTS_TO_NOSY

See the sample configuration files in::

 <roundup source>/roundup/templates/classic/instance_config.py

and::

 <roundup source>/roundup/templates/extended/instance_config.py

and the `customisation documentation`_ for information on how they're used.


0.4.2 Changes to detectors
--------------------------
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::

 <roundup source>/roundup/templates/classic/detectors/

If you used the extended schema, the detectors are in::

 <roundup source>/roundup/templates/extended/detectors/

The change means that schema-specific code has been removed from the
mail gateway and cgi interface and made into auditors:

- nosyreactor.py has now got an updatenosy auditor which updates the nosy
  list with author, recipient and assignedto information.
- statusauditor.py makes the unread or resolved -> chatting changes and
  presets the status of an issue to unread.

There's also a bug or two fixed in the nosyreactor code.

0.4.2 HTML templating changes
-----------------------------
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::

   <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>

The stylesheets have been cleaned up too. You may want to use the newer
versions in::

 <roundup source>/roundup/templates/<template>/html/default.css



Migrating from 0.4.0 to 0.4.1
=============================

0.4.1 Files storage
-------------------

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.

0.4.1 Configuration
-------------------

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.

Configuring the links in the web header is now easier too. The following
variables have been added to the classic instance_config.py::

  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

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.

The extended schema has similar variables added too - see the source for more
info.

0.4.1 Alternate E-Mail Addresses
--------------------------------

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.

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::

 <roundup source>/roundup/templates/classic/dbinit.py

If you used the extended schema, the file is in::

 <roundup source>/roundup/templates/extended/dbinit.py 

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::

    user = Class(db, "msg",
                    username=String(),   password=Password(),
                    address=String(),    realname=String(), 
                    phone=String(),      organisation=String(),
                    alternate_addresses=String())

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::

   <display call="multiline('alternate_addresses')">

with appropriate labelling etc. See the standard template for an idea.



Migrating from 0.3.x to 0.4.0
=============================

0.4.0 Message-ID and In-Reply-To addition
-----------------------------------------
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::

 <roundup source>/roundup/templates/classic/dbinit.py

If you used the extended schema, the file is in::

 <roundup source>/roundup/templates/extended/dbinit.py 

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::

    msg = FileClass(db, "msg",
                    author=Link("user"), recipients=Multilink("user"),
                    date=Date(),         summary=String(),
                    files=Multilink("file"))

and add the messageid and inreplyto properties like so::

    msg = FileClass(db, "msg",
                    author=Link("user"), recipients=Multilink("user"),
                    date=Date(),         summary=String(),
                    files=Multilink("file"),
                    messageid=String(),  inreplyto=String())

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)::

    db = Database(instance_config.DATABASE, name)

to::

    db = Database(instance_config, name)


0.4.0 Configuration
--------------------
``TRACKER_NAME`` and ``EMAIL_SIGNATURE_POSITION`` have been added to the
instance_config.py. The simplest solution is to copy the default values
from template in the core source.

The mail gateway now checks ``ANONYMOUS_REGISTER`` 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.


0.4.0 CGI script roundup.cgi
----------------------------
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.


0.4.0 Nosy reactor
------------------
The nosy reactor has also changed - copy the nosyreactor.py file from the core
source::

   <roundup source>/roundup/templates/<template>/detectors/nosyreactor.py

to your instance home "detectors" directory.


0.4.0 HTML templating
---------------------
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.



Migrating from 0.2.x to 0.3.x
=============================

0.3.x Cookie Authentication changes
-----------------------------------
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::

 <roundup source>/roundup/templates/classic/interfaces.py

If you used the extended schema, the file is in::

 <roundup source>/roundup/templates/extended/interfaces.py

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.


0.3.x Password encoding
-----------------------
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::

 <roundup source>/roundup/templates/classic/dbinit.py

If you used the extended schema, the file is in::

 <roundup source>/roundup/templates/extended/dbinit.py


If you have modified your dbinit.py file, you may use encoded passwords:

1. Edit the dbinit.py file in your instance home directory
   a. At the first code line of the open() function::

       from roundup.hyperdb import String, Date, Link, Multilink

      alter to include Password, as so::

       from roundup.hyperdb import String, Password, Date, Link, Multilink

   b. Where the password property is defined (around line 66)::

       user = Class(db, "user", 
                       username=String(),   password=String(),
                       address=String(),    realname=String(), 
                       phone=String(),      organisation=String())
       user.setkey("username")

      alter the "password=String()" to "password=Password()"::

       user = Class(db, "user", 
                       username=String(),   password=Password(),
                       address=String(),    realname=String(), 
                       phone=String(),      organisation=String())
       user.setkey("username")

2. 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::

      roundup-admin -i <instance home> set user1 password=<new password>


0.3.x Configuration
-------------------
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.

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.


0.3.x CGI script roundup.cgi
----------------------------
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.


.. _`customisation documentation`: customizing.html
.. _`security documentation`: security.html