[[PageOutline(2-5,Contents,pullout)]]
= TracChecklist
''Use wiki pages as checklist templates within tickets''
This plugin allows you to define checklists as a wiki page, and then embed
them in tickets as templates for recurring tasks. For example, if your workflow
for a bug ticket includes steps for fix/test/release, each of these can be defined
as a step and checked off as the assignee works on the ticket.
This prevents people from forgetting something (e.g. tag a new version), and
allows for ongoing process improvements by updating the checklist whenever gaps
in the existing process are discovered.
{{{#!html
}}}
----
== Installation
A plugin can either be deployed globally, or only for a specific environment.
Global deployment is done by installing the plugin:
{{{
$ cd /path/to/pluginsource
$ python setup.py install
}}}
The plugin is also available on PyPI and can be installed globally using pip:
{{{
$ pip install TracChecklist
}}}
To deploy a plugin only to a specific Trac environment, copy the egg file into
the plugins directory of that environment:
{{{
$ cd /path/to/pluginsource
$ python setup.py bdist_egg
$ cp dist/*.egg /path/to/projenv/plugins
}}}
== Setup
The plugin requires a new database table; update the environment to create it:
{{{
$ trac-admin /path/to/env upgrade
}}}
The plugin uses static resources (CSS, JS). If you mapped static resources so
they are served by the web server, the resources need to be deployed to the
location on the filesystem that is served by the web server. Execute the deploy
command, as is done during install and upgrade:
{{{
$ trac-admin /path/to/env deploy /deploy/path
}}}
The plugin creates a {{{wiki:ChecklistTemplates}}} page as the {{{root}}} below which all
checklist definitions are located. If you move the page, update the entry in your
{{{trac.ini}}} file:
{{{#!ini
[checklist]
template_root = /path/to/ChecklistTemplates
}}}
Restart the server once fully configured.
== Use
Create at least one checklist as a sub-page below the {{{wiki:ChecklistTemplates}}} page
using the template provided. You can also create pages below non-existing parents, which
will then be treated as category headers. For exmaple:
{{{
wiki:ChecklistTemplates
|- CatOne (not a page)
|- wiki:ChecklistTemplates/CatOne/Checklist One
|- wiki:ChecklistTemplates/CatOne/Checklist Two
|- CatTwo (not a page)
|- wiki:ChecklistTemplates/CatTwo/Checklist Three
|- wiki:ChecklistTemplates/CatTwo/Checklist Four
}}}
Then use the dropdown menu at the top-right of any ticket description entry
box when in edit mode to select & insert a template. The preview will show the
checklist in your ticket.
== Revisions
0.1 - Initial upload to PyPI / TracHacks \\
----
== !Bugs/Features
Existing bugs and feature requests for TracChecklistMacro are
[report:9?COMPONENT=TracChecklistMacro here].
If you have any issues, create a
[/newticket?component=TracChecklistMacro new ticket].
[[TicketQuery(component=TracChecklistMacro&group=type,format=progress)]]
== Download
Download the zipped source from [export:tracchecklistmacro here].
== Source
You can check out TracChecklistMacro from [/svn/tracchecklistmacro here] using Subversion, or [source:tracchecklistmacro browse the source] with Trac.
== Recent Changes
[[ChangeLog(tracchecklistmacro, 3)]]
== !Author/Contributors
This plugin was developed and is maintained by https://sydereal.space
**Author:** [wiki:SydRa] [[BR]]
**Maintainer:** [[Maintainer]] [[BR]]
**Contributors:**