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

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

.. contents::

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 condfiguration files in::

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

and::

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

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 node 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
--------------------
``INSTANCE_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.